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 |
|---|---|---|---|---|---|
| Amalgamated Bank | 11,410 | $327.0K | 0.00% | −490−4.1% | Reduced |
| Maryland State Retirement & Pension System | 10,684 | $306.6K | 0.01% | −762−6.7% | Reduced |
| CWM Advisors, LLC | 10,681 | $306.5K | 0.04% | −1,314−11.0% | Reduced |
| Gsa Capital Partners LLP | 10,572 | $303.0K | 0.03% | −41,390−79.7% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 10,443 | $299.7K | 0.00% | +31+0.3% | Added |
| Creative Planning | 10,439 | $299.6K | 0.00% | 00.0% | Unchanged |
| Lion Street Advisors, LLC | 10,215 | $293.2K | 0.10% | −61−0.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 10,040 | $288.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 9,531 | $271.2K | 0.01% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 8,996 | $258.2K | 0.00% | +8,996 | New |
| Skandinaviska Enskilda Banken AB (publ) | 8,900 | $255.0K | 0.00% | −1,800−16.8% | Reduced |
| Cubist Systematic Strategies, LLC | 8,799 | $252.5K | 0.00% | −7,897−47.3% | Reduced |
| ExodusPoint Capital Management, LP | 8,681 | $249.0K | 0.00% | −10,294−54.3% | Reduced |
| New York State Teachers Retirement System | 8,674 | $249.0K | 0.00% | −600−6.5% | Reduced |
| The PNC Financial Services Group, Inc. | 8,634 | $247.8K | 0.00% | −1,250−12.6% | Reduced |
| Oregon Public Employees Retirement Fund | 8,610 | $247.1K | 0.00% | −500−5.5% | Reduced |
| State Board of Administration of Florida Retirement System | 8,403 | $241.2K | 0.00% | +50+0.6% | Added |
| Arizona State Retirement System | 8,365 | $240.1K | 0.00% | +27+0.3% | Added |
| Relative Value Partners Group, LLC | 8,250 | $236.8K | 0.02% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 7,809 | $224.0K | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 7,525 | $217.1K | 0.00% | −3,349−30.8% | Reduced |
| PDT Partners, LLC | 7,558 | $216.9K | 0.03% | −8,880−54.0% | Reduced |
| Public Employees Retirement Association of Colorado | 7,116 | $204.0K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 6,607 | $190.0K | 0.00% | +6,607 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,491 | $186.3K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 5,287 | $151.7K | 0.03% | 00.0% | Unchanged |
| Denali Advisors LLC | 4,700 | $134.9K | 0.05% | +4,700 | New |
| Point72 Middle East FZE | 4,554 | $130.7K | 0.01% | +2,723+148.7% | Added |
| Jamison Private Wealth Management, Inc. | 4,026 | $115.5K | 0.02% | +4,026 | New |
| Quantbot Technologies LP | 3,955 | $113.5K | 0.01% | −5,152−56.6% | Reduced |
| Amundi | 3,581 | $100.2K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,903 | $83.3K | 0.00% | +459+18.8% | Added |
| Point72 Asset Management, L.P. | 2,539 | $72.9K | 0.00% | +1,092+75.5% | Added |
| Tower Research Capital LLC (TRC) | 1,944 | $55.8K | 0.00% | +1,465+305.8% | Added |
| Metropolitan Life Insurance Co | 1,716 | $49.2K | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 1,538 | $44.1K | 0.00% | −11,811−88.5% | Reduced |
| KBC Group NV | 1,342 | $39.0K | 0.00% | −1,129−45.7% | Reduced |
| Colonial Trust Co | 1,315 | $37.7K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 1,190 | $34.2K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 991 | $28.4K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 587 | $16.8K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 519 | $14.9K | 0.00% | +177+51.8% | Added |
| Public Employees Retirement System of Ohio | 493 | $14.0K | 0.00% | +44+9.8% | Added |
| Simplex Trading, LLC | 405 | $11.0K | 0.00% | +405 | New |
| Russell Investments Group, Ltd. | 356 | $10.2K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 349 | $10.0K | 0.00% | −122−25.9% | Reduced |
| US Bancorp | 176 | $5.05K | 0.00% | −130−42.5% | Reduced |
| Parkside Financial Bank & Trust | 124 | $3.56K | 0.00% | +4+3.3% | Added |
| Massmutual Trust Co FSB | 113 | $3.24K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 108 | $3.10K | 0.00% | +108 | New |
| LGT Financial Advisors LLC | 85 | $2.44K | 0.00% | +85 | New |
| Quadrant Capital Group LLC | 77 | $2.21K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 84 | $2.00K | 0.00% | +28+50.0% | Added |
| Parallel Advisors, LLC | 40 | $1.15K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 24 | $671 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 21 | $603 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 8 | $0 | 0.00% | −4−33.3% | 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 |