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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, Q3 2023

Institutional positions in Southside Bancshares Inc as of Sep 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
157
+5 vs. Q2 2023
Shares held
17.1M
−440.5K (−2.5%) vs. Q2 2023
Total value
$490.0M
+$31.4M (+6.8%) vs. Q2 2023
New holders
18
41 more added
Sold out
13
69 more reduced

Compare with Q2 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 holdersQ3 2023: 157 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 heldQ3 2023: $490.0M
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, Q3 2023

Shares, value and share of portfolio for each institution holding Southside Bancshares Inc; share changes are against Q2 2023.

Institutions holding SBSI in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.4,355,526$125.0M0.00%−66,986−1.5%Reduced
Vanguard Group Inc2,145,889$61.6M0.00%+1,219+0.1%Added
State Street Corp1,256,773$36.1M0.00%−69,335−5.2%Reduced
Dimensional Fund Advisors LP1,238,559$35.5M0.01%−75,018−5.7%Reduced
Geode Capital Management, LLC613,349$17.6M0.00%+19,060+3.2%Added
Renaissance Technologies LLC571,285$16.4M0.03%+25,100+4.6%Added
Bank of New York Mellon Corp400,887$11.5M0.00%−4,767−1.2%Reduced
Charles Schwab Investment Management Inc348,355$10.0M0.00%+23,219+7.1%Added
Northern Trust Corp347,849$9.98M0.00%−42,024−10.8%Reduced
Millennium Management LLC300,658$8.63M0.01%−149,223−33.2%Reduced
Morgan Stanley272,118$7.81M0.00%+53,583+24.5%Added
Royal Bank of Canada268,502$7.71M0.00%−3,759−1.4%Reduced
ProShare Advisors LLC268,489$7.71M0.02%−16,189−5.7%Reduced
Mesirow Institutional Investment Management, Inc.245,928$7.06M0.72%−11,425−4.4%Reduced
Third Avenue Management LLC209,426$6.01M1.01%00.0%Unchanged
Nuveen Asset Management, LLC207,013$5.94M0.00%+30,119+17.0%Added
JPMorgan Chase & Co195,771$5.62M0.00%−24,172−11.0%Reduced
Invesco Ltd.186,036$5.34M0.00%−48,167−20.6%Reduced
Goldman Sachs Group Inc165,316$4.74M0.00%+62,872+61.4%Added
Principal Financial Group Inc156,707$4.50M0.00%−10,486−6.3%Reduced
American Century Companies Inc124,991$3.59M0.00%+10,648+9.3%Added
First Trust Advisors LP124,566$3.58M0.00%+48,852+64.5%Added
TownSquare Capital, LLC124,189$3.56M0.07%00.0%Unchanged
Portside Wealth Group, LLC124,189$3.56M0.67%00.0%Unchanged
Ameriprise Financial Inc101,773$2.92M0.00%−3,616−3.4%Reduced
Rhumbline Advisers91,966$2.64M0.00%−1,540−1.6%Reduced
Kestrel Investment Management Corp86,800$2.49M1.58%−7,100−7.6%Reduced
Legal & General Group Plc82,998$2.38M0.00%+3,921+5.0%Added
Two Sigma Advisers, LP82,400$2.36M0.01%−14,500−15.0%Reduced
Two Sigma Investments, LP81,752$2.35M0.01%−23,482−22.3%Reduced
Arrowstreet Capital, Limited Partnership71,784$2.06M0.00%+71,784New
Fisher Asset Management, LLC65,043$1.87M0.00%+4,238+7.0%Added
Swiss National Bank64,718$1.86M0.00%00.0%Unchanged
State of New Jersey Common Pension Fund D63,869$1.83M0.01%−26,540−29.4%Reduced
Hamilton Point Investment Advisors, LLC58,808$1.69M0.42%+143+0.2%Added
Marshall Wace, LLP54,010$1.55M0.00%−8,458−13.5%Reduced
Citadel Advisors LLC52,077$1.49M0.00%−18,483−26.2%Reduced
TD Asset Management Inc48,600$1.39M0.00%−22,200−31.4%Reduced
Brown Brothers Harriman & Co48,128$1.38M0.01%00.0%Unchanged
Captrust Financial Advisors46,763$1.34M0.01%+10,550+29.1%Added
Chatham Capital Group, Inc.45,796$1.31M0.29%−290−0.6%Reduced
AQR Capital Management LLC45,658$1.31M0.00%+45,658New
Bank of America Corp45,347$1.30M0.00%+32,850+262.9%Added
UBS Asset Management Americas Inc44,341$1.27M0.00%−2,854−6.0%Reduced
Wells Fargo & Company44,108$1.27M0.00%−7,360−14.3%Reduced
Voya Investment Management LLC43,182$1.24M0.00%+72+0.2%Added
D. E. Shaw & Co., Inc.42,172$1.21M0.00%−3,802−8.3%Reduced
Alliancebernstein L.P.41,530$1.19M0.00%00.0%Unchanged
Barclays PLC41,095$1.18M0.00%−2,931−6.7%Reduced
Credit Suisse AG38,257$1.10M0.00%−1,191−3.0%Reduced
Polaris Capital Management, LLC36,700$1.05M0.06%+6,600+21.9%Added
Public Sector Pension Investment Board35,851$1.03M0.01%−16,297−31.3%Reduced
Healthcare of Ontario Pension Plan Trust Fund35,700$1.02M0.00%−57,100−61.5%Reduced
Prudential Financial Inc34,253$983.1K0.00%−2,417−6.6%Reduced
California State Teachers Retirement System32,481$932.2K0.00%−2,627−7.5%Reduced
UBS Group AG31,470$903.2K0.00%−16,206−34.0%Reduced
Jackson Creek Investment Advisors LLC29,736$853.0K0.36%+29,736New
Bridgeway Capital Management, LLC27,156$779.4K0.02%+27,156New
Empowered Funds, LLC27,156$779.4K0.02%+27,156New
Great West Life Assurance Co26,742$768.0K0.00%−410−1.5%Reduced
Price T Rowe Associates Inc26,677$766.0K0.00%+394+1.5%Added
Thrivent Financial for Lutherans26,534$762.0K0.00%−1,571−5.6%Reduced
Squarepoint Ops LLC26,270$753.9K0.00%+18,600+242.5%Added
Texas Permanent School Fund24,634$707.0K0.01%−1,233−4.8%Reduced
Tudor Investment Corp Et Al23,496$674.3K0.01%−44,966−65.7%Reduced
Citigroup Inc23,169$665.0K0.00%−13,630−37.0%Reduced
State of Tennessee, Treasury Department23,031$661.0K0.00%+12,882+126.9%Added
HRT Financial LP22,848$655.0K0.01%−26,287−53.5%Reduced
Ensign Peak Advisors, Inc22,270$639.1K0.00%00.0%Unchanged
Trexquant Investment LP20,445$586.8K0.01%+6,735+49.1%Added
Rafferty Asset Management, LLC19,912$571.5K0.00%−8,542−30.0%Reduced
Jane Street Group, LLC19,885$570.7K0.00%+2,022+11.3%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys19,392$556.5K0.00%−13,817−41.6%Reduced
Naples Global Advisors, LLC19,099$548.1K0.07%−2,200−10.3%Reduced
Susquehanna International Group, LLP18,330$526.1K0.00%+1,225+7.2%Added
Campbell & CO Investment Adviser LLC18,266$524.2K0.06%+18,266New
State of Alaska, Department of Revenue18,060$518.0K0.01%−1,271−6.6%Reduced
Illinois Municipal Retirement Fund17,265$496.0K0.01%+17,265New
LPL Financial LLC16,480$473.0K0.00%+752+4.8%Added
American International Group, Inc.16,125$462.8K0.00%+325+2.1%Added
Hennion & Walsh Asset Management, Inc.16,084$461.6K0.03%+122+0.8%Added
Victory Capital Management Inc15,940$457.5K0.00%−2,262−12.4%Reduced
Franklin Resources Inc15,738$451.7K0.00%+15,738New
Comerica Bank15,259$437.9K0.00%+15,259New
Deutsche Bank AG14,914$428.0K0.00%+2,291+18.1%Added
Louisiana State Employees Retirement System14,800$424.8K0.01%−600−3.9%Reduced
MetLife Investment Management14,733$422.8K0.00%−1,307−8.1%Reduced
Aigen Investment Management, LP14,709$422.1K0.08%+548+3.9%Added
BNP Paribas Arbitrage, SA14,581$418.5K0.00%+6,615+83.0%Added
Yousif Capital Management, LLC14,357$412.0K0.01%−1,395−8.9%Reduced
Dark Forest Capital Management LP14,234$408.5K0.03%+14,234New
Janus Henderson Group PLC13,704$393.4K0.00%−10.0%Reduced
Wedge Capital Management L L P13,397$384.5K0.01%−28,846−68.3%Reduced
SEI Investments Co13,278$381.1K0.00%+5,073+61.8%Added
Mirae Asset Global Investments Co., Ltd.13,245$380.1K0.00%00.0%Unchanged
HighTower Advisors, LLC12,840$369.0K0.00%−9,465−42.4%Reduced
New York State Common Retirement Fund12,432$356.8K0.00%+30.0%Added
King Luther Capital Management Corp12,109$347.5K0.00%00.0%Unchanged
Alps Advisors Inc11,630$333.8K0.00%+11,630New
Manufacturers Life Insurance Company, The11,433$328.1K0.00%−346−2.9%Reduced