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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
Covestor Ltd8$00.00%−4−33.3%Reduced
Farmers & Merchants Investments Inc21$6030.00%00.0%Unchanged
Global Retirement Partners, LLC24$6710.00%00.0%Unchanged
Parallel Advisors, LLC40$1.15K0.00%00.0%Unchanged
CWM, LLC84$2.00K0.00%+28+50.0%Added
Quadrant Capital Group LLC77$2.21K0.00%00.0%Unchanged
LGT Financial Advisors LLC85$2.44K0.00%+85New
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.108$3.10K0.00%+108New
Massmutual Trust Co FSB113$3.24K0.00%00.0%Unchanged
Parkside Financial Bank & Trust124$3.56K0.00%+4+3.3%Added
US Bancorp176$5.05K0.00%−130−42.5%Reduced
Versant Capital Management, Inc349$10.0K0.00%−122−25.9%Reduced
Russell Investments Group, Ltd.356$10.2K0.00%00.0%Unchanged
Simplex Trading, LLC405$11.0K0.00%+405New
Public Employees Retirement System of Ohio493$14.0K0.00%+44+9.8%Added
FMR LLC519$14.9K0.00%+177+51.8%Added
Nisa Investment Advisors, LLC587$16.8K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.991$28.4K0.00%00.0%Unchanged
Colonial Trust Advisors1,190$34.2K0.00%00.0%Unchanged
Colonial Trust Co1,315$37.7K0.01%00.0%Unchanged
KBC Group NV1,342$39.0K0.00%−1,129−45.7%Reduced
Qube Research & Technologies Ltd1,538$44.1K0.00%−11,811−88.5%Reduced
Metropolitan Life Insurance Co1,716$49.2K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)1,944$55.8K0.00%+1,465+305.8%Added
Point72 Asset Management, L.P.2,539$72.9K0.00%+1,092+75.5%Added
Ameritas Investment Partners, Inc.2,903$83.3K0.00%+459+18.8%Added
Amundi3,581$100.2K0.00%00.0%Unchanged
Quantbot Technologies LP3,955$113.5K0.01%−5,152−56.6%Reduced
Jamison Private Wealth Management, Inc.4,026$115.5K0.02%+4,026New
Point72 Middle East FZE4,554$130.7K0.01%+2,723+148.7%Added
Denali Advisors LLC4,700$134.9K0.05%+4,700New
Moisand Fitzgerald Tamayo, LLC5,287$151.7K0.03%00.0%Unchanged
Zurcher Kantonalbank (Zurich Cantonalbank)6,491$186.3K0.00%00.0%Unchanged
SG Americas Securities, LLC6,607$190.0K0.00%+6,607New
Public Employees Retirement Association of Colorado7,116$204.0K0.00%00.0%Unchanged
PDT Partners, LLC7,558$216.9K0.03%−8,880−54.0%Reduced
HSBC Holdings PLC7,525$217.1K0.00%−3,349−30.8%Reduced
Handelsbanken Fonder AB7,809$224.0K0.00%00.0%Unchanged
Relative Value Partners Group, LLC8,250$236.8K0.02%00.0%Unchanged
Arizona State Retirement System8,365$240.1K0.00%+27+0.3%Added
State Board of Administration of Florida Retirement System8,403$241.2K0.00%+50+0.6%Added
Oregon Public Employees Retirement Fund8,610$247.1K0.00%−500−5.5%Reduced
The PNC Financial Services Group, Inc.8,634$247.8K0.00%−1,250−12.6%Reduced
ExodusPoint Capital Management, LP8,681$249.0K0.00%−10,294−54.3%Reduced
New York State Teachers Retirement System8,674$249.0K0.00%−600−6.5%Reduced
Cubist Systematic Strategies, LLC8,799$252.5K0.00%−7,897−47.3%Reduced
Skandinaviska Enskilda Banken AB (publ)8,900$255.0K0.00%−1,800−16.8%Reduced
Los Angeles Capital Management LLC8,996$258.2K0.00%+8,996New
Ameritas Advisory Services, LLC9,531$271.2K0.01%00.0%Unchanged
Teachers Retirement System of the State of Kentucky10,040$288.0K0.00%00.0%Unchanged
Lion Street Advisors, LLC10,215$293.2K0.10%−61−0.6%Reduced
Creative Planning10,439$299.6K0.00%00.0%Unchanged
Raymond James Financial Services Advisors, Inc.10,443$299.7K0.00%+31+0.3%Added
Gsa Capital Partners LLP10,572$303.0K0.03%−41,390−79.7%Reduced
CWM Advisors, LLC10,681$306.5K0.04%−1,314−11.0%Reduced
Maryland State Retirement & Pension System10,684$306.6K0.01%−762−6.7%Reduced
Amalgamated Bank11,410$327.0K0.00%−490−4.1%Reduced
Manufacturers Life Insurance Company, The11,433$328.1K0.00%−346−2.9%Reduced
Alps Advisors Inc11,630$333.8K0.00%+11,630New
King Luther Capital Management Corp12,109$347.5K0.00%00.0%Unchanged
New York State Common Retirement Fund12,432$356.8K0.00%+30.0%Added
HighTower Advisors, LLC12,840$369.0K0.00%−9,465−42.4%Reduced
Mirae Asset Global Investments Co., Ltd.13,245$380.1K0.00%00.0%Unchanged
SEI Investments Co13,278$381.1K0.00%+5,073+61.8%Added
Wedge Capital Management L L P13,397$384.5K0.01%−28,846−68.3%Reduced
Janus Henderson Group PLC13,704$393.4K0.00%−10.0%Reduced
Dark Forest Capital Management LP14,234$408.5K0.03%+14,234New
Yousif Capital Management, LLC14,357$412.0K0.01%−1,395−8.9%Reduced
BNP Paribas Arbitrage, SA14,581$418.5K0.00%+6,615+83.0%Added
Aigen Investment Management, LP14,709$422.1K0.08%+548+3.9%Added
MetLife Investment Management14,733$422.8K0.00%−1,307−8.1%Reduced
Louisiana State Employees Retirement System14,800$424.8K0.01%−600−3.9%Reduced
Deutsche Bank AG14,914$428.0K0.00%+2,291+18.1%Added
Comerica Bank15,259$437.9K0.00%+15,259New
Franklin Resources Inc15,738$451.7K0.00%+15,738New
Victory Capital Management Inc15,940$457.5K0.00%−2,262−12.4%Reduced
Hennion & Walsh Asset Management, Inc.16,084$461.6K0.03%+122+0.8%Added
American International Group, Inc.16,125$462.8K0.00%+325+2.1%Added
LPL Financial LLC16,480$473.0K0.00%+752+4.8%Added
Illinois Municipal Retirement Fund17,265$496.0K0.01%+17,265New
State of Alaska, Department of Revenue18,060$518.0K0.01%−1,271−6.6%Reduced
Campbell & CO Investment Adviser LLC18,266$524.2K0.06%+18,266New
Susquehanna International Group, LLP18,330$526.1K0.00%+1,225+7.2%Added
Naples Global Advisors, LLC19,099$548.1K0.07%−2,200−10.3%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys19,392$556.5K0.00%−13,817−41.6%Reduced
Jane Street Group, LLC19,885$570.7K0.00%+2,022+11.3%Added
Rafferty Asset Management, LLC19,912$571.5K0.00%−8,542−30.0%Reduced
Trexquant Investment LP20,445$586.8K0.01%+6,735+49.1%Added
Ensign Peak Advisors, Inc22,270$639.1K0.00%00.0%Unchanged
HRT Financial LP22,848$655.0K0.01%−26,287−53.5%Reduced
State of Tennessee, Treasury Department23,031$661.0K0.00%+12,882+126.9%Added
Citigroup Inc23,169$665.0K0.00%−13,630−37.0%Reduced
Tudor Investment Corp Et Al23,496$674.3K0.01%−44,966−65.7%Reduced
Texas Permanent School Fund24,634$707.0K0.01%−1,233−4.8%Reduced
Squarepoint Ops LLC26,270$753.9K0.00%+18,600+242.5%Added
Thrivent Financial for Lutherans26,534$762.0K0.00%−1,571−5.6%Reduced
Price T Rowe Associates Inc26,677$766.0K0.00%+394+1.5%Added
Great West Life Assurance Co26,742$768.0K0.00%−410−1.5%Reduced
Bridgeway Capital Management, LLC27,156$779.4K0.02%+27,156New
Empowered Funds, LLC27,156$779.4K0.02%+27,156New