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 |
|---|---|---|---|---|---|
| Covestor Ltd | 6 | $0 | 0.00% | −2−25.0% | Reduced |
| Smartleaf Asset Management LLC | 467 | $0 | 0.00% | +467 | New |
| Parkside Financial Bank & Trust | 6 | $188 | 0.00% | −118−95.2% | Reduced |
| Farmers & Merchants Investments Inc | 21 | $658 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 24 | $715 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 40 | $1.25K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 45 | $1.41K | 0.00% | −68−60.2% | Reduced |
| CWM, LLC | 59 | $2.00K | 0.00% | −25−29.8% | Reduced |
| Quadrant Capital Group LLC | 77 | $2.41K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 85 | $2.66K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 108 | $3.36K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 136 | $4.26K | 0.00% | −213−61.0% | Reduced |
| GAMMA Investing LLC | 176 | $5.51K | 0.00% | +176 | New |
| US Bancorp | 176 | $5.51K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 356 | $11.2K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 400 | $13.0K | 0.00% | +400 | New |
| FMR LLC | 508 | $15.9K | 0.00% | −11−2.1% | Reduced |
| Public Employees Retirement System of Ohio | 539 | $16.9K | 0.00% | +46+9.3% | Added |
| Nisa Investment Advisors, LLC | 587 | $18.4K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,045 | $32.7K | 0.00% | +54+5.4% | Added |
| KBC Group NV | 1,342 | $42.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,341 | $42.0K | 0.00% | +1,341 | New |
| Metropolitan Life Insurance Co | 1,716 | $53.7K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 2,098 | $65.7K | 0.06% | +2,098 | New |
| Tower Research Capital LLC (TRC) | 2,265 | $70.9K | 0.00% | +321+16.5% | Added |
| Colonial Trust Co | 2,505 | $78.5K | 0.02% | +1,190+90.5% | Added |
| Ameritas Investment Partners, Inc. | 2,903 | $90.9K | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 2,991 | $93.7K | 0.00% | +1,453+94.5% | Added |
| Quantbot Technologies LP | 3,300 | $103.4K | 0.01% | −655−16.6% | Reduced |
| Amundi | 3,860 | $118.8K | 0.00% | +279+7.8% | Added |
| Moisand Fitzgerald Tamayo, LLC | 3,807 | $119.2K | 0.02% | −1,480−28.0% | Reduced |
| Jamison Private Wealth Management, Inc. | 4,042 | $126.6K | 0.02% | +16+0.4% | Added |
| Commerce Bank | 6,443 | $201.8K | 0.00% | +6,443 | New |
| Bill Few Associates, Inc. | 6,483 | $203.0K | 0.09% | +6,483 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,491 | $203.3K | 0.00% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 6,554 | $205.3K | 0.03% | +6,554 | New |
| Public Employees Retirement Association of Colorado | 7,116 | $223.0K | 0.00% | 00.0% | Unchanged |
| Man Group plc | 7,493 | $234.7K | 0.00% | +7,493 | New |
| SG Americas Securities, LLC | 7,722 | $242.0K | 0.00% | +1,115+16.9% | Added |
| Handelsbanken Fonder AB | 7,809 | $245.0K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 8,109 | $254.0K | 0.00% | −256−3.1% | Reduced |
| Relative Value Partners Group, LLC | 8,250 | $258.4K | 0.02% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 8,292 | $259.7K | 0.00% | −342−4.0% | Reduced |
| New York State Teachers Retirement System | 8,374 | $262.0K | 0.00% | −300−3.5% | Reduced |
| State Board of Administration of Florida Retirement System | 8,403 | $263.2K | 0.00% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 8,410 | $263.4K | 0.00% | −200−2.3% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 8,900 | $278.7K | 0.00% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 9,079 | $284.4K | 0.00% | −3,030−25.0% | Reduced |
| Lion Street Advisors, LLC | 9,973 | $312.4K | 0.13% | −242−2.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 10,040 | $314.0K | 0.00% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 10,149 | $317.9K | 0.00% | −12,882−55.9% | Reduced |
| Elequin Capital LP | 10,401 | $325.8K | 0.10% | +10,401 | New |
| Maryland State Retirement & Pension System | 10,426 | $326.5K | 0.01% | −258−2.4% | Reduced |
| Creative Planning | 10,439 | $326.9K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 10,455 | $327.0K | 0.00% | −955−8.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 10,475 | $328.1K | 0.00% | +32+0.3% | Added |
| Alps Advisors Inc | 11,003 | $344.6K | 0.00% | −627−5.4% | Reduced |
| Manufacturers Life Insurance Company, The | 11,146 | $349.1K | 0.00% | −287−2.5% | Reduced |
| BNP Paribas Arbitrage, SA | 11,253 | $352.4K | 0.00% | −3,328−22.8% | Reduced |
| Gsa Capital Partners LLP | 11,722 | $367.0K | 0.03% | +1,150+10.9% | Added |
| Hennion & Walsh Asset Management, Inc. | 12,047 | $377.3K | 0.02% | −4,037−25.1% | Reduced |
| New York State Common Retirement Fund | 12,192 | $381.9K | 0.00% | −240−1.9% | Reduced |
| CWM Advisors, LLC | 12,239 | $383.3K | 0.04% | +1,558+14.6% | Added |
| Aigen Investment Management, LP | 12,341 | $386.5K | 0.07% | −2,368−16.1% | Reduced |
| HighTower Advisors, LLC | 12,887 | $403.0K | 0.00% | +47+0.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 13,245 | $414.8K | 0.00% | 00.0% | Unchanged |
| SEI Investments Co | 13,278 | $415.9K | 0.00% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 13,678 | $428.3K | 0.00% | −26−0.2% | Reduced |
| Yousif Capital Management, LLC | 14,197 | $444.6K | 0.01% | −160−1.1% | Reduced |
| Louisiana State Employees Retirement System | 14,400 | $451.0K | 0.01% | −400−2.7% | Reduced |
| Deutsche Bank AG | 14,495 | $454.0K | 0.00% | −419−2.8% | Reduced |
| Quest Partners LLC | 14,651 | $458.9K | 0.10% | +14,651 | New |
| MetLife Investment Management | 14,733 | $461.4K | 0.00% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 14,794 | $463.3K | 0.01% | −8,702−37.0% | Reduced |
| Comerica Bank | 15,097 | $472.8K | 0.00% | −162−1.1% | Reduced |
| HRT Financial LP | 15,594 | $488.0K | 0.00% | −7,254−31.7% | Reduced |
| American International Group, Inc. | 15,633 | $489.6K | 0.00% | −492−3.1% | Reduced |
| Illinois Municipal Retirement Fund | 15,836 | $496.0K | 0.01% | −1,429−8.3% | Reduced |
| Sowell Financial Services LLC | 16,937 | $530.0K | 0.03% | +16,937 | New |
| Naples Global Advisors, LLC | 17,074 | $534.8K | 0.06% | −2,025−10.6% | Reduced |
| State of Alaska, Department of Revenue | 17,649 | $552.0K | 0.01% | −411−2.3% | Reduced |
| Victory Capital Management Inc | 17,774 | $556.7K | 0.00% | +1,834+11.5% | Added |
| First Trust Advisors LP | 20,046 | $627.8K | 0.00% | −104,520−83.9% | Reduced |
| LPL Financial LLC | 20,293 | $635.6K | 0.00% | +3,813+23.1% | Added |
| Jane Street Group, LLC | 21,745 | $681.1K | 0.00% | +1,860+9.4% | Added |
| Ensign Peak Advisors, Inc | 23,020 | $721.0K | 0.00% | +750+3.4% | Added |
| Great West Life Assurance Co | 23,613 | $738.0K | 0.00% | −3,129−11.7% | Reduced |
| Arrowstreet Capital, Limited Partnership | 23,940 | $750.0K | 0.00% | −47,844−66.6% | Reduced |
| Solutions 4 Wealth, Ltd | 24,242 | $759.3K | 2.48% | +24,242 | New |
| Campbell & CO Investment Adviser LLC | 24,512 | $767.7K | 0.07% | +6,246+34.2% | Added |
| Texas Permanent School Fund | 24,781 | $776.1K | 0.01% | +147+0.6% | Added |
| Susquehanna International Group, LLP | 24,909 | $780.1K | 0.00% | +6,579+35.9% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 25,300 | $792.4K | 0.00% | −10,400−29.1% | Reduced |
| Thrivent Financial for Lutherans | 25,562 | $801.0K | 0.00% | −972−3.7% | Reduced |
| Price T Rowe Associates Inc | 27,241 | $854.0K | 0.00% | +564+2.1% | Added |
| Rafferty Asset Management, LLC | 28,496 | $892.5K | 0.00% | +8,584+43.1% | Added |
| D. E. Shaw & Co., Inc. | 29,365 | $919.7K | 0.00% | −12,807−30.4% | Reduced |
| California State Teachers Retirement System | 30,539 | $956.5K | 0.00% | −1,942−6.0% | Reduced |
| Prudential Financial Inc | 33,211 | $1.04M | 0.00% | −1,042−3.0% | Reduced |
| Citadel Advisors LLC | 33,738 | $1.06M | 0.00% | −18,339−35.2% | Reduced |