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 |
|---|---|---|---|---|---|
| Teachers Retirement System of the State of Kentucky | 10,040 | $314.0K | 0.00% | 00.0% | Unchanged |
| Lion Street Advisors, LLC | 9,973 | $312.4K | 0.13% | −242−2.4% | Reduced |
| King Luther Capital Management Corp | 9,079 | $284.4K | 0.00% | −3,030−25.0% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 8,900 | $278.7K | 0.00% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 8,410 | $263.4K | 0.00% | −200−2.3% | Reduced |
| State Board of Administration of Florida Retirement System | 8,403 | $263.2K | 0.00% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 8,374 | $262.0K | 0.00% | −300−3.5% | Reduced |
| The PNC Financial Services Group, Inc. | 8,292 | $259.7K | 0.00% | −342−4.0% | Reduced |
| Relative Value Partners Group, LLC | 8,250 | $258.4K | 0.02% | 00.0% | Unchanged |
| Arizona State Retirement System | 8,109 | $254.0K | 0.00% | −256−3.1% | Reduced |
| Handelsbanken Fonder AB | 7,809 | $245.0K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 7,722 | $242.0K | 0.00% | +1,115+16.9% | Added |
| Man Group plc | 7,493 | $234.7K | 0.00% | +7,493 | New |
| Public Employees Retirement Association of Colorado | 7,116 | $223.0K | 0.00% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 6,554 | $205.3K | 0.03% | +6,554 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,491 | $203.3K | 0.00% | 00.0% | Unchanged |
| Bill Few Associates, Inc. | 6,483 | $203.0K | 0.09% | +6,483 | New |
| Commerce Bank | 6,443 | $201.8K | 0.00% | +6,443 | New |
| Jamison Private Wealth Management, Inc. | 4,042 | $126.6K | 0.02% | +16+0.4% | Added |
| Moisand Fitzgerald Tamayo, LLC | 3,807 | $119.2K | 0.02% | −1,480−28.0% | Reduced |
| Amundi | 3,860 | $118.8K | 0.00% | +279+7.8% | Added |
| Quantbot Technologies LP | 3,300 | $103.4K | 0.01% | −655−16.6% | Reduced |
| Qube Research & Technologies Ltd | 2,991 | $93.7K | 0.00% | +1,453+94.5% | Added |
| Ameritas Investment Partners, Inc. | 2,903 | $90.9K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 2,505 | $78.5K | 0.02% | +1,190+90.5% | Added |
| Tower Research Capital LLC (TRC) | 2,265 | $70.9K | 0.00% | +321+16.5% | Added |
| EntryPoint Capital, LLC | 2,098 | $65.7K | 0.06% | +2,098 | New |
| Metropolitan Life Insurance Co | 1,716 | $53.7K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,341 | $42.0K | 0.00% | +1,341 | New |
| KBC Group NV | 1,342 | $42.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,045 | $32.7K | 0.00% | +54+5.4% | Added |
| Nisa Investment Advisors, LLC | 587 | $18.4K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 539 | $16.9K | 0.00% | +46+9.3% | Added |
| FMR LLC | 508 | $15.9K | 0.00% | −11−2.1% | Reduced |
| Aquatic Capital Management LLC | 400 | $13.0K | 0.00% | +400 | New |
| Russell Investments Group, Ltd. | 356 | $11.2K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 176 | $5.51K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 176 | $5.51K | 0.00% | +176 | New |
| Versant Capital Management, Inc | 136 | $4.26K | 0.00% | −213−61.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 108 | $3.36K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 85 | $2.66K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 77 | $2.41K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 59 | $2.00K | 0.00% | −25−29.8% | Reduced |
| Massmutual Trust Co FSB | 45 | $1.41K | 0.00% | −68−60.2% | Reduced |
| Parallel Advisors, LLC | 40 | $1.25K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 24 | $715 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 21 | $658 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 6 | $188 | 0.00% | −118−95.2% | Reduced |
| Covestor Ltd | 6 | $0 | 0.00% | −2−25.0% | Reduced |
| Smartleaf Asset Management LLC | 467 | $0 | 0.00% | +467 | New |
| 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 |