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 |
|---|---|---|---|---|---|
| Citigroup Inc | 35,783 | $1.12M | 0.00% | +12,614+54.4% | Added |
| TD Asset Management Inc | 37,400 | $1.17M | 0.00% | −11,200−23.0% | Reduced |
| Credit Suisse AG | 38,000 | $1.19M | 0.00% | −257−0.7% | Reduced |
| Alliancebernstein L.P. | 39,050 | $1.22M | 0.00% | −2,480−6.0% | Reduced |
| Voya Investment Management LLC | 42,399 | $1.33M | 0.00% | −783−1.8% | Reduced |
| Polaris Capital Management, LLC | 43,200 | $1.35M | 0.07% | +6,500+17.7% | Added |
| Wells Fargo & Company | 44,046 | $1.38M | 0.00% | −62−0.1% | Reduced |
| Chatham Capital Group, Inc. | 44,288 | $1.39M | 0.28% | −1,508−3.3% | Reduced |
| UBS Asset Management Americas Inc | 44,341 | $1.39M | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 46,726 | $1.46M | 0.01% | −37−0.1% | Reduced |
| Brown Brothers Harriman & Co | 48,128 | $1.51M | 0.01% | 00.0% | Unchanged |
| AQR Capital Management LLC | 54,717 | $1.71M | 0.00% | +9,059+19.8% | Added |
| Swiss National Bank | 57,218 | $1.79M | 0.00% | −7,500−11.6% | Reduced |
| Bank of America Corp | 58,091 | $1.82M | 0.00% | +12,744+28.1% | Added |
| Hamilton Point Investment Advisors, LLC | 58,332 | $1.83M | 0.37% | −476−0.8% | Reduced |
| Public Sector Pension Investment Board | 59,537 | $1.86M | 0.01% | +23,686+66.1% | Added |
| UBS Group AG | 59,588 | $1.87M | 0.00% | +28,118+89.3% | Added |
| Empowered Funds, LLC | 60,558 | $1.90M | 0.05% | +33,402+123.0% | Added |
| Barclays PLC | 61,075 | $1.91M | 0.00% | +19,980+48.6% | Added |
| Fisher Asset Management, LLC | 61,316 | $1.92M | 0.00% | −3,727−5.7% | Reduced |
| Kestrel Investment Management Corp | 70,200 | $2.20M | 1.49% | −16,600−19.1% | Reduced |
| Bridgeway Capital Management, LLC | 70,558 | $2.21M | 0.05% | +43,402+159.8% | Added |
| Two Sigma Investments, LP | 72,693 | $2.28M | 0.01% | −9,059−11.1% | Reduced |
| Two Sigma Advisers, LP | 76,500 | $2.40M | 0.01% | −5,900−7.2% | Reduced |
| Nuveen Asset Management, LLC | 77,125 | $2.42M | 0.00% | −129,888−62.7% | Reduced |
| Legal & General Group Plc | 81,437 | $2.55M | 0.00% | −1,561−1.9% | Reduced |
| State of New Jersey Common Pension Fund D | 91,332 | $2.86M | 0.01% | +27,463+43.0% | Added |
| Rhumbline Advisers | 91,702 | $2.87M | 0.00% | −264−0.3% | Reduced |
| Ameriprise Financial Inc | 95,009 | $2.98M | 0.00% | −6,764−6.6% | Reduced |
| TownSquare Capital, LLC | 124,207 | $3.89M | 0.07% | +180.0% | Added |
| Principal Financial Group Inc | 149,525 | $4.68M | 0.00% | −7,182−4.6% | Reduced |
| American Century Companies Inc | 157,543 | $4.93M | 0.00% | +32,552+26.0% | Added |
| Invesco Ltd. | 190,191 | $5.96M | 0.00% | +4,155+2.2% | Added |
| JPMorgan Chase & Co | 203,357 | $6.37M | 0.00% | +7,586+3.9% | Added |
| Third Avenue Management LLC | 209,426 | $6.56M | 1.08% | 00.0% | Unchanged |
| Mesirow Institutional Investment Management, Inc. | 245,389 | $7.69M | 0.72% | −539−0.2% | Reduced |
| ProShare Advisors LLC | 263,746 | $8.26M | 0.03% | −4,743−1.8% | Reduced |
| Royal Bank of Canada | 272,054 | $8.52M | 0.00% | +3,552+1.3% | Added |
| Millennium Management LLC | 283,535 | $8.88M | 0.01% | −17,123−5.7% | Reduced |
| Morgan Stanley | 286,374 | $8.97M | 0.00% | +14,256+5.2% | Added |
| Goldman Sachs Group Inc | 286,510 | $8.97M | 0.00% | +121,194+73.3% | Added |
| Bank of New York Mellon Corp | 344,513 | $10.8M | 0.00% | −56,374−14.1% | Reduced |
| Northern Trust Corp | 351,481 | $11.0M | 0.00% | +3,632+1.0% | Added |
| Charles Schwab Investment Management Inc | 363,825 | $11.4M | 0.00% | +15,470+4.4% | Added |
| Renaissance Technologies LLC | 511,285 | $16.0M | 0.02% | −60,000−10.5% | Reduced |
| Geode Capital Management, LLC | 629,982 | $19.7M | 0.00% | +16,633+2.7% | Added |
| Dimensional Fund Advisors LP | 1,233,534 | $38.6M | 0.01% | −5,025−0.4% | Reduced |
| State Street Corp | 1,315,019 | $41.2M | 0.00% | +58,246+4.6% | Added |
| Vanguard Group Inc | 2,162,164 | $67.7M | 0.00% | +16,275+0.8% | Added |
| BlackRock Inc. | 4,443,124 | $139.2M | 0.00% | +87,598+2.0% | Added |
| Portside Wealth Group, LLC | 0 | $0 | 0.00% | −124,189−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −54,010−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −29,736−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −26,270−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −20,445−100.0% | Sold out |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 0 | $0 | 0.00% | −19,392−100.0% | Sold out |
| Franklin Resources Inc | 0 | $0 | 0.00% | −15,738−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −14,234−100.0% | Sold out |
| Wedge Capital Management L L P | 0 | $0 | 0.00% | −13,397−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −9,531−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −8,996−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −8,799−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −8,681−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −7,525−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −7,558−100.0% | Sold out |
| Denali Advisors LLC | 0 | $0 | 0.00% | −4,700−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −4,554−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −2,539−100.0% | Sold out |
| Colonial Trust Advisors | 0 | $0 | 0.00% | −1,190−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −405−100.0% | Sold out |