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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, Q1 2024

Institutional positions in Southside Bancshares Inc as of Mar 31, 2024. 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
160
+10 vs. Q4 2023
Shares held
16.6M
−261.5K (−1.6%) vs. Q4 2023
Total value
$484.2M
−$42.6M (−8.1%) vs. Q4 2023
New holders
23
58 more added
Sold out
13
50 more reduced

Compare with Q4 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.

Institutional holdersQ1 2024: 160 institutions
Q1 2021: 123 institutionsQ2 2021: 135 institutionsQ3 2021: 128 institutionsQ4 2021: 143 institutionsQ1 2022: 139 institutionsQ2 2022: 141 institutionsQ3 2022: 154 institutionsQ4 2022: 138 institutionsQ1 2023: 145 institutionsQ2 2023: 152 institutionsQ3 2023: 157 institutionsQ4 2023: 150 institutionsQ1 2024: 160 institutionsQ2 2024: 149 institutionsQ3 2024: 164 institutionsQ4 2024: 157 institutionsQ1 2025: 171 institutionsQ2 2025: 174 institutionsQ3 2025: 176 institutionsQ4 2025: 181 institutionsQ1 2026: 184 institutionsQ2 2026: 195 institutions
Value heldQ1 2024: $484.2M
Q1 2021: $638.1MQ2 2021: $633.7MQ3 2021: $627.8MQ4 2021: $693.5MQ1 2022: $674.8MQ2 2022: $628.1MQ3 2022: $603.4MQ4 2022: $621.3MQ1 2023: $556.4MQ2 2023: $458.6MQ3 2023: $490.0MQ4 2023: $526.8MQ1 2024: $484.2MQ2 2024: $457.7MQ3 2024: $566.0MQ4 2024: $551.2MQ1 2025: $504.0MQ2 2025: $506.3MQ3 2025: $488.8MQ4 2025: $520.7MQ1 2026: $530.2MQ2 2026: $600.2M
Institutions holding SBSI and their total value by quarter
QuarterHoldersValue
Q2 2026195$600.2M
Q1 2026184$530.2M
Q4 2025181$520.7M
Q3 2025176$488.8M
Q2 2025174$506.3M
Q1 2025171$504.0M
Q4 2024157$551.2M
Q3 2024164$566.0M
Q2 2024149$457.7M
Q1 2024160$484.2M
Q4 2023150$526.8M
Q3 2023157$490.0M
Q2 2023152$458.6M
Q1 2023145$556.4M
Q4 2022138$621.3M
Q3 2022154$603.4M
Q2 2022141$628.1M
Q1 2022139$674.8M
Q4 2021143$693.5M
Q3 2021128$627.8M
Q2 2021135$633.7M
Q1 2021123$638.1M

Institutions, Q1 2024

Shares, value and share of portfolio for each institution holding Southside Bancshares Inc; share changes are against Q4 2023.

Institutions holding SBSI in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.4,382,993$128.1M0.00%−60,131−1.4%Reduced
Vanguard Group Inc1,997,886$58.4M0.00%−164,278−7.6%Reduced
State Street Corp1,337,509$39.1M0.00%+22,490+1.7%Added
Dimensional Fund Advisors LP1,195,877$35.0M0.01%−37,657−3.1%Reduced
Geode Capital Management, LLC644,281$18.8M0.00%+14,299+2.3%Added
Renaissance Technologies LLC564,785$16.5M0.03%+53,500+10.5%Added
Charles Schwab Investment Management Inc389,616$11.4M0.00%+25,791+7.1%Added
Bank of New York Mellon Corp333,197$9.74M0.00%−11,316−3.3%Reduced
Morgan Stanley328,934$9.61M0.00%+42,560+14.9%Added
Goldman Sachs Group Inc321,768$9.41M0.00%+35,258+12.3%Added
Northern Trust Corp304,024$8.89M0.00%−47,457−13.5%Reduced
ProShare Advisors LLC266,202$7.78M0.02%+2,456+0.9%Added
Royal Bank of Canada264,025$7.72M0.00%−8,029−3.0%Reduced
Millennium Management LLC238,251$6.96M0.01%−45,284−16.0%Reduced
Third Avenue Management LLC209,426$6.12M0.98%00.0%Unchanged
JPMorgan Chase & Co179,897$5.26M0.00%−23,460−11.5%Reduced
American Century Companies Inc166,466$4.87M0.00%+8,923+5.7%Added
Principal Financial Group Inc149,184$4.36M0.00%−341−0.2%Reduced
Invesco Ltd.136,296$3.98M0.00%−53,895−28.3%Reduced
TownSquare Capital, LLC124,221$3.63M0.05%+140.0%Added
AQR Capital Management LLC121,614$3.55M0.01%+66,897+122.3%Added
Two Sigma Investments, LP99,566$2.91M0.01%+26,873+37.0%Added
State of New Jersey Common Pension Fund D96,241$2.81M0.01%+4,909+5.4%Added
Ameriprise Financial Inc95,073$2.78M0.00%+64+0.1%Added
Rhumbline Advisers91,965$2.69M0.00%+263+0.3%Added
Two Sigma Advisers, LP88,700$2.59M0.01%+12,200+15.9%Added
Citadel Advisors LLC85,531$2.50M0.00%+51,793+153.5%Added
Legal & General Group Plc82,161$2.40M0.00%+724+0.9%Added
Arrowstreet Capital, Limited Partnership77,125$2.25M0.00%+53,185+222.2%Added
Bridgeway Capital Management, LLC75,458$2.21M0.05%+4,900+6.9%Added
Nuveen Asset Management, LLC73,961$2.16M0.00%−3,164−4.1%Reduced
Kestrel Investment Management Corp69,600$2.03M1.36%−600−0.9%Reduced
Empowered Funds, LLC65,458$1.91M0.03%+4,900+8.1%Added
Public Sector Pension Investment Board59,537$1.74M0.01%00.0%Unchanged
Hamilton Point Investment Advisors, LLC57,366$1.68M0.33%−966−1.7%Reduced
Fisher Asset Management, LLC56,809$1.66M0.00%−4,507−7.4%Reduced
Swiss National Bank56,618$1.65M0.00%−600−1.0%Reduced
UBS Group AG55,012$1.61M0.00%−4,576−7.7%Reduced
Bank of America Corp51,986$1.52M0.00%−6,105−10.5%Reduced
Chatham Capital Group, Inc.49,563$1.45M0.27%+5,275+11.9%Added
Brown Brothers Harriman & Co48,128$1.41M0.01%00.0%Unchanged
UBS Asset Management Americas Inc44,341$1.30M0.00%00.0%Unchanged
Barclays PLC44,199$1.29M0.00%−16,876−27.6%Reduced
Polaris Capital Management, LLC43,200$1.26M0.06%00.0%Unchanged
Wells Fargo & Company42,575$1.24M0.00%−1,471−3.3%Reduced
Citigroup Inc41,646$1.22M0.00%+5,863+16.4%Added
Voya Investment Management LLC40,023$1.17M0.00%−2,376−5.6%Reduced
Alliancebernstein L.P.39,050$1.14M0.00%00.0%Unchanged
Credit Suisse AG39,046$1.14M0.00%+1,046+2.8%Added
D. E. Shaw & Co., Inc.37,424$1.09M0.00%+8,059+27.4%Added
Captrust Financial Advisors34,850$1.02M0.00%−11,876−25.4%Reduced
Prudential Financial Inc32,811$959.1K0.00%−400−1.2%Reduced
Rafferty Asset Management, LLC29,367$858.4K0.00%+871+3.1%Added
California State Teachers Retirement System28,688$838.5K0.00%−1,851−6.1%Reduced
Price T Rowe Associates Inc28,315$828.0K0.00%+1,074+3.9%Added
State of Tennessee, Treasury Department27,779$812.0K0.00%+17,630+173.7%Added
State Board of Administration of Florida Retirement System24,028$797.7K0.00%+15,625+185.9%Added
Great West Life Assurance Co26,241$763.0K0.00%+2,628+11.1%Added
Texas Permanent School Fund25,150$735.1K0.01%+369+1.5%Added
Thrivent Financial for Lutherans24,930$729.0K0.00%−632−2.5%Reduced
Solutions 4 Wealth, Ltd24,242$708.6K1.99%00.0%Unchanged
LPL Financial LLC24,053$703.1K0.00%+3,760+18.5%Added
Healthcare of Ontario Pension Plan Trust Fund23,100$675.2K0.00%−2,200−8.7%Reduced
Campbell & CO Investment Adviser LLC22,818$667.0K0.06%−1,694−6.9%Reduced
Ensign Peak Advisors, Inc21,914$640.5K0.00%−1,106−4.8%Reduced
BNP Paribas Arbitrage, SA19,533$571.0K0.00%+8,280+73.6%Added
Victory Capital Management Inc18,559$542.5K0.00%+785+4.4%Added
State of Alaska, Department of Revenue17,513$511.0K0.01%−136−0.8%Reduced
Jane Street Group, LLC16,939$495.1K0.00%−4,806−22.1%Reduced
Sowell Financial Services LLC16,937$495.0K0.02%00.0%Unchanged
First Trust Advisors LP16,900$494.0K0.00%−3,146−15.7%Reduced
Illinois Municipal Retirement Fund16,001$468.0K0.01%+165+1.0%Added
Deutsche Bank AG15,627$456.8K0.00%+1,132+7.8%Added
American International Group, Inc.15,497$453.0K0.00%−136−0.9%Reduced
TD Asset Management Inc15,290$446.9K0.00%−22,110−59.1%Reduced
Mirae Asset Global Investments Co., Ltd.13,245$446.4K0.00%00.0%Unchanged
Trexquant Investment LP14,911$435.8K0.01%+14,911New
MetLife Investment Management14,733$430.6K0.00%00.0%Unchanged
Naples Global Advisors, LLC14,374$420.2K0.04%−2,700−15.8%Reduced
Louisiana State Employees Retirement System14,200$415.1K0.01%−200−1.4%Reduced
Hennion & Walsh Asset Management, Inc.13,990$408.9K0.02%+1,943+16.1%Added
Comerica Bank13,894$406.1K0.00%−1,203−8.0%Reduced
Janus Henderson Group PLC13,679$399.0K0.00%+10.0%Added
HighTower Advisors, LLC13,345$389.0K0.00%+458+3.6%Added
Susquehanna International Group, LLP13,103$383.0K0.00%−11,806−47.4%Reduced
Franklin Resources Inc13,092$382.7K0.00%+13,092New
Yousif Capital Management, LLC13,002$380.0K0.00%−1,195−8.4%Reduced
New York Life Investment Management LLC12,699$371.2K0.00%+12,699New
Semanteon Capital Management, LP12,507$365.6K0.23%+12,507New
New York State Common Retirement Fund12,427$363.2K0.00%+235+1.9%Added
CWM Advisors, LLC12,277$358.9K0.04%+38+0.3%Added
Cubist Systematic Strategies, LLC11,012$321.9K0.00%+11,012New
Inceptionr LLC10,874$317.8K0.08%+10,874New
Manufacturers Life Insurance Company, The10,801$315.7K0.00%−345−3.1%Reduced
Lion Street Advisors, LLC9,973$312.4K0.13%00.0%Unchanged
Raymond James Financial Services Advisors, Inc.10,509$307.2K0.00%+34+0.3%Added
Creative Planning10,487$306.5K0.00%+48+0.5%Added
Teachers Retirement System of the State of Kentucky10,040$294.0K0.00%00.0%Unchanged
King Luther Capital Management Corp9,947$290.8K0.00%+868+9.6%Added
Gibson Wealth Advisors LLC9,856$288.1K0.28%+9,856New