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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 195 | $600.2M |
| Q1 2026 | 184 | $530.2M |
| Q4 2025 | 181 | $520.7M |
| Q3 2025 | 176 | $488.8M |
| Q2 2025 | 174 | $506.3M |
| Q1 2025 | 171 | $504.0M |
| Q4 2024 | 157 | $551.2M |
| Q3 2024 | 164 | $566.0M |
| Q2 2024 | 149 | $457.7M |
| Q1 2024 | 160 | $484.2M |
| Q4 2023 | 150 | $526.8M |
| Q3 2023 | 157 | $490.0M |
| Q2 2023 | 152 | $458.6M |
| Q1 2023 | 145 | $556.4M |
| Q4 2022 | 138 | $621.3M |
| Q3 2022 | 154 | $603.4M |
| Q2 2022 | 141 | $628.1M |
| Q1 2022 | 139 | $674.8M |
| Q4 2021 | 143 | $693.5M |
| Q3 2021 | 128 | $627.8M |
| Q2 2021 | 135 | $633.7M |
| Q1 2021 | 123 | $638.1M |
Institutions, Q3 2023
Shares, value and share of portfolio for each institution holding Southside Bancshares Inc; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Jackson Creek Investment Advisors LLC | 29,736 | $853.0K | 0.36% | +29,736 | New |
| UBS Group AG | 31,470 | $903.2K | 0.00% | −16,206−34.0% | Reduced |
| California State Teachers Retirement System | 32,481 | $932.2K | 0.00% | −2,627−7.5% | Reduced |
| Prudential Financial Inc | 34,253 | $983.1K | 0.00% | −2,417−6.6% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 35,700 | $1.02M | 0.00% | −57,100−61.5% | Reduced |
| Public Sector Pension Investment Board | 35,851 | $1.03M | 0.01% | −16,297−31.3% | Reduced |
| Polaris Capital Management, LLC | 36,700 | $1.05M | 0.06% | +6,600+21.9% | Added |
| Credit Suisse AG | 38,257 | $1.10M | 0.00% | −1,191−3.0% | Reduced |
| Barclays PLC | 41,095 | $1.18M | 0.00% | −2,931−6.7% | Reduced |
| Alliancebernstein L.P. | 41,530 | $1.19M | 0.00% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 42,172 | $1.21M | 0.00% | −3,802−8.3% | Reduced |
| Voya Investment Management LLC | 43,182 | $1.24M | 0.00% | +72+0.2% | Added |
| Wells Fargo & Company | 44,108 | $1.27M | 0.00% | −7,360−14.3% | Reduced |
| UBS Asset Management Americas Inc | 44,341 | $1.27M | 0.00% | −2,854−6.0% | Reduced |
| Bank of America Corp | 45,347 | $1.30M | 0.00% | +32,850+262.9% | Added |
| AQR Capital Management LLC | 45,658 | $1.31M | 0.00% | +45,658 | New |
| Chatham Capital Group, Inc. | 45,796 | $1.31M | 0.29% | −290−0.6% | Reduced |
| Captrust Financial Advisors | 46,763 | $1.34M | 0.01% | +10,550+29.1% | Added |
| Brown Brothers Harriman & Co | 48,128 | $1.38M | 0.01% | 00.0% | Unchanged |
| TD Asset Management Inc | 48,600 | $1.39M | 0.00% | −22,200−31.4% | Reduced |
| Citadel Advisors LLC | 52,077 | $1.49M | 0.00% | −18,483−26.2% | Reduced |
| Marshall Wace, LLP | 54,010 | $1.55M | 0.00% | −8,458−13.5% | Reduced |
| Hamilton Point Investment Advisors, LLC | 58,808 | $1.69M | 0.42% | +143+0.2% | Added |
| State of New Jersey Common Pension Fund D | 63,869 | $1.83M | 0.01% | −26,540−29.4% | Reduced |
| Swiss National Bank | 64,718 | $1.86M | 0.00% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 65,043 | $1.87M | 0.00% | +4,238+7.0% | Added |
| Arrowstreet Capital, Limited Partnership | 71,784 | $2.06M | 0.00% | +71,784 | New |
| Two Sigma Investments, LP | 81,752 | $2.35M | 0.01% | −23,482−22.3% | Reduced |
| Two Sigma Advisers, LP | 82,400 | $2.36M | 0.01% | −14,500−15.0% | Reduced |
| Legal & General Group Plc | 82,998 | $2.38M | 0.00% | +3,921+5.0% | Added |
| Kestrel Investment Management Corp | 86,800 | $2.49M | 1.58% | −7,100−7.6% | Reduced |
| Rhumbline Advisers | 91,966 | $2.64M | 0.00% | −1,540−1.6% | Reduced |
| Ameriprise Financial Inc | 101,773 | $2.92M | 0.00% | −3,616−3.4% | Reduced |
| Portside Wealth Group, LLC | 124,189 | $3.56M | 0.67% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 124,189 | $3.56M | 0.07% | 00.0% | Unchanged |
| First Trust Advisors LP | 124,566 | $3.58M | 0.00% | +48,852+64.5% | Added |
| American Century Companies Inc | 124,991 | $3.59M | 0.00% | +10,648+9.3% | Added |
| Principal Financial Group Inc | 156,707 | $4.50M | 0.00% | −10,486−6.3% | Reduced |
| Goldman Sachs Group Inc | 165,316 | $4.74M | 0.00% | +62,872+61.4% | Added |
| Invesco Ltd. | 186,036 | $5.34M | 0.00% | −48,167−20.6% | Reduced |
| JPMorgan Chase & Co | 195,771 | $5.62M | 0.00% | −24,172−11.0% | Reduced |
| Nuveen Asset Management, LLC | 207,013 | $5.94M | 0.00% | +30,119+17.0% | Added |
| Third Avenue Management LLC | 209,426 | $6.01M | 1.01% | 00.0% | Unchanged |
| Mesirow Institutional Investment Management, Inc. | 245,928 | $7.06M | 0.72% | −11,425−4.4% | Reduced |
| ProShare Advisors LLC | 268,489 | $7.71M | 0.02% | −16,189−5.7% | Reduced |
| Royal Bank of Canada | 268,502 | $7.71M | 0.00% | −3,759−1.4% | Reduced |
| Morgan Stanley | 272,118 | $7.81M | 0.00% | +53,583+24.5% | Added |
| Millennium Management LLC | 300,658 | $8.63M | 0.01% | −149,223−33.2% | Reduced |
| Northern Trust Corp | 347,849 | $9.98M | 0.00% | −42,024−10.8% | Reduced |
| Charles Schwab Investment Management Inc | 348,355 | $10.0M | 0.00% | +23,219+7.1% | Added |
| Bank of New York Mellon Corp | 400,887 | $11.5M | 0.00% | −4,767−1.2% | Reduced |
| Renaissance Technologies LLC | 571,285 | $16.4M | 0.03% | +25,100+4.6% | Added |
| Geode Capital Management, LLC | 613,349 | $17.6M | 0.00% | +19,060+3.2% | Added |
| Dimensional Fund Advisors LP | 1,238,559 | $35.5M | 0.01% | −75,018−5.7% | Reduced |
| State Street Corp | 1,256,773 | $36.1M | 0.00% | −69,335−5.2% | Reduced |
| Vanguard Group Inc | 2,145,889 | $61.6M | 0.00% | +1,219+0.1% | Added |
| BlackRock Inc. | 4,355,526 | $125.0M | 0.00% | −66,986−1.5% | Reduced |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −36,241−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −21,486−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −21,272−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −18,517−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −18,366−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −11,200−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −8,043−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −674−100.0% | Sold out |
| Gladius Capital Management LP | 0 | $0 | 0.00% | −334−100.0% | Sold out |
| Key Financial Inc | 0 | $0 | 0.00% | −145−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −107−100.0% | Sold out |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −52−100.0% | Sold out |