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Southside Bancshares Inc

SBSI
Exchange
NYSE
Industry
State Commercial Banks
SEC CIK
0000705432

In the last 90 days, Southside Bancshares Inc insiders filed 0 open-market purchases and 1 sale; 195 institutions reported holding it in 13F filings for Q2 2026, worth $600.2M in total; no superinvestor holds it.

13F holders, Q2 2023

Institutional positions in Southside Bancshares Inc as of Jun 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
152
+7 vs. Q1 2023
Shares held
17.5M
+751.4K (+4.5%) vs. Q1 2023
Total value
$458.6M
−$97.8M (−17.6%) vs. Q1 2023
New holders
24
49 more added
Sold out
17
56 more reduced

Compare with Q1 2023: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting SBSI on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2023: 152 institutions
Q1 2021: 123 institutionsQ2 2021: 135 institutionsQ3 2021: 128 institutionsQ4 2021: 143 institutionsQ1 2022: 139 institutionsQ2 2022: 141 institutionsQ3 2022: 154 institutionsQ4 2022: 138 institutionsQ1 2023: 145 institutionsQ2 2023: 152 institutionsQ3 2023: 157 institutionsQ4 2023: 150 institutionsQ1 2024: 160 institutionsQ2 2024: 149 institutionsQ3 2024: 164 institutionsQ4 2024: 157 institutionsQ1 2025: 171 institutionsQ2 2025: 174 institutionsQ3 2025: 176 institutionsQ4 2025: 181 institutionsQ1 2026: 184 institutionsQ2 2026: 195 institutions
Value heldQ2 2023: $458.6M
Q1 2021: $638.1MQ2 2021: $633.7MQ3 2021: $627.8MQ4 2021: $693.5MQ1 2022: $674.8MQ2 2022: $628.1MQ3 2022: $603.4MQ4 2022: $621.3MQ1 2023: $556.4MQ2 2023: $458.6MQ3 2023: $490.0MQ4 2023: $526.8MQ1 2024: $484.2MQ2 2024: $457.7MQ3 2024: $566.0MQ4 2024: $551.2MQ1 2025: $504.0MQ2 2025: $506.3MQ3 2025: $488.8MQ4 2025: $520.7MQ1 2026: $530.2MQ2 2026: $600.2M
Institutions holding SBSI and their total value by quarter
QuarterHoldersValue
Q2 2026195$600.2M
Q1 2026184$530.2M
Q4 2025181$520.7M
Q3 2025176$488.8M
Q2 2025174$506.3M
Q1 2025171$504.0M
Q4 2024157$551.2M
Q3 2024164$566.0M
Q2 2024149$457.7M
Q1 2024160$484.2M
Q4 2023150$526.8M
Q3 2023157$490.0M
Q2 2023152$458.6M
Q1 2023145$556.4M
Q4 2022138$621.3M
Q3 2022154$603.4M
Q2 2022141$628.1M
Q1 2022139$674.8M
Q4 2021143$693.5M
Q3 2021128$627.8M
Q2 2021135$633.7M
Q1 2021123$638.1M

Institutions, Q2 2023

Shares, value and share of portfolio for each institution holding Southside Bancshares Inc; share changes are against Q1 2023.

Institutions holding SBSI in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
HSBC Holdings PLC10,874$285.1K0.00%−17,800−62.1%Reduced
Skandinaviska Enskilda Banken AB (publ)10,700$280.0K0.00%+10,700New
Creative Planning10,439$273.1K0.00%+10,439New
Raymond James Financial Services Advisors, Inc.10,412$272.4K0.00%+32+0.3%Added
State of Tennessee, Treasury Department10,149$265.5K0.00%00.0%Unchanged
Teachers Retirement System of the State of Kentucky10,040$262.0K0.00%+535+5.6%Added
The PNC Financial Services Group, Inc.9,884$258.6K0.00%−190−1.9%Reduced
Ameritas Advisory Services, LLC9,531$244.5K0.03%00.0%Unchanged
New York State Teachers Retirement System9,274$243.0K0.00%−1,200−11.5%Reduced
Oregon Public Employees Retirement Fund9,110$238.3K0.00%−500−5.2%Reduced
Quantbot Technologies LP9,107$238.2K0.02%+9,107New
State Board of Administration of Florida Retirement System8,353$218.5K0.00%−15,675−65.2%Reduced
Arizona State Retirement System8,338$218.1K0.00%−499−5.6%Reduced
Relative Value Partners Group, LLC8,250$215.8K0.01%00.0%Unchanged
SEI Investments Co8,205$214.6K0.00%−50−0.6%Reduced
Graham Capital Management, L.P.8,043$210.4K0.01%+8,043New
BNP Paribas Arbitrage, SA7,966$208.4K0.00%−10,404−56.6%Reduced
Handelsbanken Fonder AB7,809$204.0K0.00%00.0%Unchanged
Squarepoint Ops LLC7,670$200.6K0.00%+7,670New
Public Employees Retirement Association of Colorado7,116$186.0K0.00%00.0%Unchanged
Zurcher Kantonalbank (Zurich Cantonalbank)6,491$169.8K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC5,287$138.3K0.03%00.0%Unchanged
Aquatic Capital Management LLC4,000$105.0K0.01%+4,000New
Amundi3,581$95.6K0.00%−570−13.7%Reduced
KBC Group NV2,471$65.0K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.2,444$63.9K0.00%00.0%Unchanged
Point72 Middle East FZE1,831$47.9K0.00%+1,831New
Metropolitan Life Insurance Co1,716$44.9K0.00%00.0%Unchanged
Point72 Asset Management, L.P.1,447$37.9K0.00%+1,447New
Colonial Trust Co1,315$34.4K0.01%+1,185+911.5%Added
Colonial Trust Advisors1,190$31.1K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.991$25.9K0.00%−20−2.0%Reduced
Allspring Global Investments Holdings, LLC674$17.6K0.00%+237+54.2%Added
Nisa Investment Advisors, LLC587$15.4K0.00%−611−51.0%Reduced
Tower Research Capital LLC (TRC)479$12.5K0.00%−1,827−79.2%Reduced
Versant Capital Management, Inc471$12.3K0.00%−6−1.3%Reduced
Public Employees Retirement System of Ohio449$12.0K0.00%+52+13.1%Added
Russell Investments Group, Ltd.356$9.31K0.00%00.0%Unchanged
FMR LLC342$8.95K0.00%−151−30.6%Reduced
Gladius Capital Management LP334$8.74K0.00%+334New
US Bancorp306$8.01K0.00%−400−56.7%Reduced
Key Financial Inc145$3.79K0.00%+145New
Parkside Financial Bank & Trust120$3.14K0.00%−3−2.4%Reduced
Bessemer Group Inc107$3.00K0.00%00.0%Unchanged
Massmutual Trust Co FSB113$2.96K0.00%+113New
Quadrant Capital Group LLC77$2.02K0.00%−23−23.0%Reduced
Fifth Third Bancorp52$1.36K0.00%+27+108.0%Added
Parallel Advisors, LLC40$1.05K0.00%00.0%Unchanged
CWM, LLC56$1.00K0.00%−124−68.9%Reduced
Global Retirement Partners, LLC24$6280.00%00.0%Unchanged
Farmers & Merchants Investments Inc21$5490.00%00.0%Unchanged
Covestor Ltd12$00.00%−2−14.3%Reduced
Ergoteles LLC0$00.00%−33,300−100.0%Sold out
Robeco Institutional Asset Management B.V.0$00.00%−19,535−100.0%Sold out
Guggenheim Capital LLC0$00.00%−16,985−100.0%Sold out
SG Americas Securities, LLC0$00.00%−15,277−100.0%Sold out
Occudo Quantitative Strategies LP0$00.00%−15,205−100.0%Sold out
Arrowstreet Capital, Limited Partnership0$00.00%−15,107−100.0%Sold out
Allianz Asset Management GmbH0$00.00%−14,300−100.0%Sold out
Centiva Capital, LP0$00.00%−9,703−100.0%Sold out
Cambridge Investment Research Advisors, Inc.0$00.00%−9,192−100.0%Sold out
Commerce Bank0$00.00%−7,048−100.0%Sold out
Teacher Retirement System of Texas0$00.00%−6,759−100.0%Sold out
Bill Few Associates, Inc.0$00.00%−6,567−100.0%Sold out
Mutual of America Capital Management LLC0$00.00%−6,171−100.0%Sold out
Belpointe Asset Management LLC0$00.00%−425−100.0%Sold out
TCI Wealth Advisors, Inc.0$00.00%−154−100.0%Sold out
EverSource Wealth Advisors, LLC0$00.00%−50−100.0%Sold out
Toronto Dominion Bank0$00.00%−8−100.0%Sold out