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, Q4 2023
Institutional positions in Southside Bancshares Inc as of Dec 31, 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
- 150
- −7 vs. Q3 2023
- Shares held
- 16.8M
- −251.9K (−1.5%) vs. Q3 2023
- Total value
- $526.8M
- +$36.8M (+7.5%) vs. Q3 2023
- New holders
- 13
- 44 more added
- Sold out
- 20
- 67 more reduced
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Southside Bancshares Inc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 4,443,124 | $139.2M | 0.00% | +87,598+2.0% | Added |
| Vanguard Group Inc | 2,162,164 | $67.7M | 0.00% | +16,275+0.8% | Added |
| State Street Corp | 1,315,019 | $41.2M | 0.00% | +58,246+4.6% | Added |
| Dimensional Fund Advisors LP | 1,233,534 | $38.6M | 0.01% | −5,025−0.4% | Reduced |
| Geode Capital Management, LLC | 629,982 | $19.7M | 0.00% | +16,633+2.7% | Added |
| Renaissance Technologies LLC | 511,285 | $16.0M | 0.02% | −60,000−10.5% | Reduced |
| Charles Schwab Investment Management Inc | 363,825 | $11.4M | 0.00% | +15,470+4.4% | Added |
| Northern Trust Corp | 351,481 | $11.0M | 0.00% | +3,632+1.0% | Added |
| Bank of New York Mellon Corp | 344,513 | $10.8M | 0.00% | −56,374−14.1% | Reduced |
| Goldman Sachs Group Inc | 286,510 | $8.97M | 0.00% | +121,194+73.3% | Added |
| Morgan Stanley | 286,374 | $8.97M | 0.00% | +14,256+5.2% | Added |
| Millennium Management LLC | 283,535 | $8.88M | 0.01% | −17,123−5.7% | Reduced |
| Royal Bank of Canada | 272,054 | $8.52M | 0.00% | +3,552+1.3% | Added |
| ProShare Advisors LLC | 263,746 | $8.26M | 0.03% | −4,743−1.8% | Reduced |
| Mesirow Institutional Investment Management, Inc. | 245,389 | $7.69M | 0.72% | −539−0.2% | Reduced |
| Third Avenue Management LLC | 209,426 | $6.56M | 1.08% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 203,357 | $6.37M | 0.00% | +7,586+3.9% | Added |
| Invesco Ltd. | 190,191 | $5.96M | 0.00% | +4,155+2.2% | Added |
| American Century Companies Inc | 157,543 | $4.93M | 0.00% | +32,552+26.0% | Added |
| Principal Financial Group Inc | 149,525 | $4.68M | 0.00% | −7,182−4.6% | Reduced |
| TownSquare Capital, LLC | 124,207 | $3.89M | 0.07% | +180.0% | Added |
| Ameriprise Financial Inc | 95,009 | $2.98M | 0.00% | −6,764−6.6% | Reduced |
| Rhumbline Advisers | 91,702 | $2.87M | 0.00% | −264−0.3% | Reduced |
| State of New Jersey Common Pension Fund D | 91,332 | $2.86M | 0.01% | +27,463+43.0% | Added |
| Legal & General Group Plc | 81,437 | $2.55M | 0.00% | −1,561−1.9% | Reduced |
| Nuveen Asset Management, LLC | 77,125 | $2.42M | 0.00% | −129,888−62.7% | Reduced |
| Two Sigma Advisers, LP | 76,500 | $2.40M | 0.01% | −5,900−7.2% | Reduced |
| Two Sigma Investments, LP | 72,693 | $2.28M | 0.01% | −9,059−11.1% | Reduced |
| Bridgeway Capital Management, LLC | 70,558 | $2.21M | 0.05% | +43,402+159.8% | Added |
| Kestrel Investment Management Corp | 70,200 | $2.20M | 1.49% | −16,600−19.1% | Reduced |
| Fisher Asset Management, LLC | 61,316 | $1.92M | 0.00% | −3,727−5.7% | Reduced |
| Barclays PLC | 61,075 | $1.91M | 0.00% | +19,980+48.6% | Added |
| Empowered Funds, LLC | 60,558 | $1.90M | 0.05% | +33,402+123.0% | Added |
| UBS Group AG | 59,588 | $1.87M | 0.00% | +28,118+89.3% | Added |
| Public Sector Pension Investment Board | 59,537 | $1.86M | 0.01% | +23,686+66.1% | Added |
| Hamilton Point Investment Advisors, LLC | 58,332 | $1.83M | 0.37% | −476−0.8% | Reduced |
| Bank of America Corp | 58,091 | $1.82M | 0.00% | +12,744+28.1% | Added |
| Swiss National Bank | 57,218 | $1.79M | 0.00% | −7,500−11.6% | Reduced |
| AQR Capital Management LLC | 54,717 | $1.71M | 0.00% | +9,059+19.8% | Added |
| Brown Brothers Harriman & Co | 48,128 | $1.51M | 0.01% | 00.0% | Unchanged |
| Captrust Financial Advisors | 46,726 | $1.46M | 0.01% | −37−0.1% | Reduced |
| UBS Asset Management Americas Inc | 44,341 | $1.39M | 0.00% | 00.0% | Unchanged |
| Chatham Capital Group, Inc. | 44,288 | $1.39M | 0.28% | −1,508−3.3% | Reduced |
| Wells Fargo & Company | 44,046 | $1.38M | 0.00% | −62−0.1% | Reduced |
| Polaris Capital Management, LLC | 43,200 | $1.35M | 0.07% | +6,500+17.7% | Added |
| Voya Investment Management LLC | 42,399 | $1.33M | 0.00% | −783−1.8% | Reduced |
| Alliancebernstein L.P. | 39,050 | $1.22M | 0.00% | −2,480−6.0% | Reduced |
| Credit Suisse AG | 38,000 | $1.19M | 0.00% | −257−0.7% | Reduced |
| TD Asset Management Inc | 37,400 | $1.17M | 0.00% | −11,200−23.0% | Reduced |
| Citigroup Inc | 35,783 | $1.12M | 0.00% | +12,614+54.4% | Added |
| Citadel Advisors LLC | 33,738 | $1.06M | 0.00% | −18,339−35.2% | Reduced |
| Prudential Financial Inc | 33,211 | $1.04M | 0.00% | −1,042−3.0% | Reduced |
| California State Teachers Retirement System | 30,539 | $956.5K | 0.00% | −1,942−6.0% | Reduced |
| D. E. Shaw & Co., Inc. | 29,365 | $919.7K | 0.00% | −12,807−30.4% | Reduced |
| Rafferty Asset Management, LLC | 28,496 | $892.5K | 0.00% | +8,584+43.1% | Added |
| Price T Rowe Associates Inc | 27,241 | $854.0K | 0.00% | +564+2.1% | Added |
| Thrivent Financial for Lutherans | 25,562 | $801.0K | 0.00% | −972−3.7% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 25,300 | $792.4K | 0.00% | −10,400−29.1% | Reduced |
| Susquehanna International Group, LLP | 24,909 | $780.1K | 0.00% | +6,579+35.9% | Added |
| Texas Permanent School Fund | 24,781 | $776.1K | 0.01% | +147+0.6% | Added |
| Campbell & CO Investment Adviser LLC | 24,512 | $767.7K | 0.07% | +6,246+34.2% | Added |
| Solutions 4 Wealth, Ltd | 24,242 | $759.3K | 2.48% | +24,242 | New |
| Arrowstreet Capital, Limited Partnership | 23,940 | $750.0K | 0.00% | −47,844−66.6% | Reduced |
| Great West Life Assurance Co | 23,613 | $738.0K | 0.00% | −3,129−11.7% | Reduced |
| Ensign Peak Advisors, Inc | 23,020 | $721.0K | 0.00% | +750+3.4% | Added |
| Jane Street Group, LLC | 21,745 | $681.1K | 0.00% | +1,860+9.4% | Added |
| LPL Financial LLC | 20,293 | $635.6K | 0.00% | +3,813+23.1% | Added |
| First Trust Advisors LP | 20,046 | $627.8K | 0.00% | −104,520−83.9% | Reduced |
| Victory Capital Management Inc | 17,774 | $556.7K | 0.00% | +1,834+11.5% | Added |
| State of Alaska, Department of Revenue | 17,649 | $552.0K | 0.01% | −411−2.3% | Reduced |
| Naples Global Advisors, LLC | 17,074 | $534.8K | 0.06% | −2,025−10.6% | Reduced |
| Sowell Financial Services LLC | 16,937 | $530.0K | 0.03% | +16,937 | New |
| Illinois Municipal Retirement Fund | 15,836 | $496.0K | 0.01% | −1,429−8.3% | Reduced |
| American International Group, Inc. | 15,633 | $489.6K | 0.00% | −492−3.1% | Reduced |
| HRT Financial LP | 15,594 | $488.0K | 0.00% | −7,254−31.7% | Reduced |
| Comerica Bank | 15,097 | $472.8K | 0.00% | −162−1.1% | Reduced |
| Tudor Investment Corp Et Al | 14,794 | $463.3K | 0.01% | −8,702−37.0% | Reduced |
| MetLife Investment Management | 14,733 | $461.4K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 14,651 | $458.9K | 0.10% | +14,651 | New |
| Deutsche Bank AG | 14,495 | $454.0K | 0.00% | −419−2.8% | Reduced |
| Louisiana State Employees Retirement System | 14,400 | $451.0K | 0.01% | −400−2.7% | Reduced |
| Yousif Capital Management, LLC | 14,197 | $444.6K | 0.01% | −160−1.1% | Reduced |
| Janus Henderson Group PLC | 13,678 | $428.3K | 0.00% | −26−0.2% | Reduced |
| SEI Investments Co | 13,278 | $415.9K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 13,245 | $414.8K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 12,887 | $403.0K | 0.00% | +47+0.4% | Added |
| Aigen Investment Management, LP | 12,341 | $386.5K | 0.07% | −2,368−16.1% | Reduced |
| CWM Advisors, LLC | 12,239 | $383.3K | 0.04% | +1,558+14.6% | Added |
| New York State Common Retirement Fund | 12,192 | $381.9K | 0.00% | −240−1.9% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 12,047 | $377.3K | 0.02% | −4,037−25.1% | Reduced |
| Gsa Capital Partners LLP | 11,722 | $367.0K | 0.03% | +1,150+10.9% | Added |
| BNP Paribas Arbitrage, SA | 11,253 | $352.4K | 0.00% | −3,328−22.8% | Reduced |
| Manufacturers Life Insurance Company, The | 11,146 | $349.1K | 0.00% | −287−2.5% | Reduced |
| Alps Advisors Inc | 11,003 | $344.6K | 0.00% | −627−5.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 10,475 | $328.1K | 0.00% | +32+0.3% | Added |
| Amalgamated Bank | 10,455 | $327.0K | 0.00% | −955−8.4% | Reduced |
| Creative Planning | 10,439 | $326.9K | 0.00% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 10,426 | $326.5K | 0.01% | −258−2.4% | Reduced |
| Elequin Capital LP | 10,401 | $325.8K | 0.10% | +10,401 | New |
| State of Tennessee, Treasury Department | 10,149 | $317.9K | 0.00% | −12,882−55.9% | Reduced |