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.
| 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, Q1 2024
Shares, value and share of portfolio for each institution holding Southside Bancshares Inc; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 4 | $0 | 0.00% | −2−33.3% | Reduced |
| Rothschild Investment LLC | 5 | $146 | 0.00% | +5 | New |
| Parkside Financial Bank & Trust | 6 | $176 | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 7 | $205 | 0.00% | +7 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8 | $233 | 0.00% | +8 | New |
| Farmers & Merchants Investments Inc | 21 | $614 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 24 | $702 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 40 | $1.17K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 60 | $1.75K | 0.00% | +60 | New |
| Massmutual Trust Co FSB | 66 | $1.93K | 0.00% | +21+46.7% | Added |
| Quadrant Capital Group LLC | 77 | $2.25K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 136 | $3.98K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 322 | $9.41K | 0.00% | +146+83.0% | Added |
| Russell Investments Group, Ltd. | 356 | $10.4K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 467 | $13.6K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 542 | $15.8K | 0.00% | −1,723−76.1% | Reduced |
| CWM, LLC | 566 | $17.0K | 0.00% | +507+859.3% | Added |
| Public Employees Retirement System of Ohio | 583 | $17.0K | 0.00% | +44+8.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 643 | $18.8K | 0.00% | +535+495.4% | Added |
| Nisa Investment Advisors, LLC | 712 | $20.8K | 0.00% | +125+21.3% | Added |
| Qube Research & Technologies Ltd | 801 | $23.4K | 0.00% | −2,190−73.2% | Reduced |
| KBC Group NV | 1,342 | $39.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,358 | $39.0K | 0.00% | +17+1.3% | Added |
| Advisor Group Holdings, Inc. | 1,486 | $43.4K | 0.00% | +441+42.2% | Added |
| Metropolitan Life Insurance Co | 1,504 | $44.0K | 0.00% | −212−12.4% | Reduced |
| FMR LLC | 1,808 | $52.8K | 0.00% | +1,300+255.9% | Added |
| Hilltop National Bank | 2,278 | $66.6K | 0.02% | +2,278 | New |
| Catalyst Funds Management Pty Ltd | 2,400 | $70.2K | 0.02% | +2,400 | New |
| Colonial Trust Co | 2,505 | $73.2K | 0.01% | 00.0% | Unchanged |
| Quest Partners LLC | 2,548 | $74.5K | 0.01% | −12,103−82.6% | Reduced |
| US Bancorp | 2,764 | $80.8K | 0.00% | +2,588+1,470.5% | Added |
| Ameritas Investment Partners, Inc. | 2,903 | $84.9K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 3,293 | $96.3K | 0.09% | +1,195+57.0% | Added |
| Point72 Asset Management, L.P. | 3,400 | $99.4K | 0.00% | +3,400 | New |
| Aquatic Capital Management LLC | 3,500 | $102.3K | 0.00% | +3,100+775.0% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 3,684 | $107.7K | 0.03% | +3,684 | New |
| Moisand Fitzgerald Tamayo, LLC | 3,807 | $111.3K | 0.02% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 4,059 | $118.7K | 0.02% | +17+0.4% | Added |
| Amundi | 5,091 | $138.6K | 0.00% | +1,231+31.9% | Added |
| SG Americas Securities, LLC | 5,564 | $163.0K | 0.00% | −2,158−27.9% | Reduced |
| Quantbot Technologies LP | 6,092 | $178.1K | 0.01% | +2,792+84.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,491 | $189.7K | 0.00% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 7,061 | $206.0K | 0.00% | +7,061 | New |
| Versor Investments LP | 7,100 | $207.5K | 0.04% | +7,100 | New |
| Public Employees Retirement Association of Colorado | 7,116 | $208.0K | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 7,167 | $209.0K | 0.00% | −8,427−54.0% | Reduced |
| Oregon Public Employees Retirement Fund | 7,710 | $225.4K | 0.00% | −700−8.3% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 7,726 | $225.8K | 0.00% | +7,726 | New |
| Handelsbanken Fonder AB | 7,809 | $228.0K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 7,884 | $230.4K | 0.00% | −225−2.8% | Reduced |
| Jacobs Levy Equity Management, Inc | 7,984 | $233.4K | 0.00% | +7,984 | New |
| Squarepoint Ops LLC | 8,035 | $234.9K | 0.00% | +8,035 | New |
| Jump Financial, LLC | 8,156 | $238.4K | 0.01% | +8,156 | New |
| The PNC Financial Services Group, Inc. | 8,242 | $240.9K | 0.00% | −50−0.6% | Reduced |
| New York State Teachers Retirement System | 8,274 | $242.0K | 0.00% | −100−1.2% | Reduced |
| Amalgamated Bank | 8,604 | $251.0K | 0.00% | −1,851−17.7% | Reduced |
| Relative Value Partners Group, LLC | 8,250 | $258.2K | 0.02% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 9,531 | $262.8K | 0.01% | +9,531 | New |
| Denali Advisors LLC | 9,100 | $266.0K | 0.08% | +9,100 | New |
| Maryland State Retirement & Pension System | 10,426 | $282.0K | 0.01% | 00.0% | Unchanged |
| Gibson Wealth Advisors LLC | 9,856 | $288.1K | 0.28% | +9,856 | New |
| King Luther Capital Management Corp | 9,947 | $290.8K | 0.00% | +868+9.6% | Added |
| Teachers Retirement System of the State of Kentucky | 10,040 | $294.0K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 10,487 | $306.5K | 0.00% | +48+0.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 10,509 | $307.2K | 0.00% | +34+0.3% | Added |
| Lion Street Advisors, LLC | 9,973 | $312.4K | 0.13% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 10,801 | $315.7K | 0.00% | −345−3.1% | Reduced |
| Inceptionr LLC | 10,874 | $317.8K | 0.08% | +10,874 | New |
| Cubist Systematic Strategies, LLC | 11,012 | $321.9K | 0.00% | +11,012 | New |
| CWM Advisors, LLC | 12,277 | $358.9K | 0.04% | +38+0.3% | Added |
| New York State Common Retirement Fund | 12,427 | $363.2K | 0.00% | +235+1.9% | Added |
| Semanteon Capital Management, LP | 12,507 | $365.6K | 0.23% | +12,507 | New |
| New York Life Investment Management LLC | 12,699 | $371.2K | 0.00% | +12,699 | New |
| Yousif Capital Management, LLC | 13,002 | $380.0K | 0.00% | −1,195−8.4% | Reduced |
| Franklin Resources Inc | 13,092 | $382.7K | 0.00% | +13,092 | New |
| Susquehanna International Group, LLP | 13,103 | $383.0K | 0.00% | −11,806−47.4% | Reduced |
| HighTower Advisors, LLC | 13,345 | $389.0K | 0.00% | +458+3.6% | Added |
| Janus Henderson Group PLC | 13,679 | $399.0K | 0.00% | +10.0% | Added |
| Comerica Bank | 13,894 | $406.1K | 0.00% | −1,203−8.0% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 13,990 | $408.9K | 0.02% | +1,943+16.1% | Added |
| Louisiana State Employees Retirement System | 14,200 | $415.1K | 0.01% | −200−1.4% | Reduced |
| Naples Global Advisors, LLC | 14,374 | $420.2K | 0.04% | −2,700−15.8% | Reduced |
| MetLife Investment Management | 14,733 | $430.6K | 0.00% | 00.0% | Unchanged |
| Trexquant Investment LP | 14,911 | $435.8K | 0.01% | +14,911 | New |
| Mirae Asset Global Investments Co., Ltd. | 13,245 | $446.4K | 0.00% | 00.0% | Unchanged |
| TD Asset Management Inc | 15,290 | $446.9K | 0.00% | −22,110−59.1% | Reduced |
| American International Group, Inc. | 15,497 | $453.0K | 0.00% | −136−0.9% | Reduced |
| Deutsche Bank AG | 15,627 | $456.8K | 0.00% | +1,132+7.8% | Added |
| Illinois Municipal Retirement Fund | 16,001 | $468.0K | 0.01% | +165+1.0% | Added |
| First Trust Advisors LP | 16,900 | $494.0K | 0.00% | −3,146−15.7% | Reduced |
| Sowell Financial Services LLC | 16,937 | $495.0K | 0.02% | 00.0% | Unchanged |
| Jane Street Group, LLC | 16,939 | $495.1K | 0.00% | −4,806−22.1% | Reduced |
| State of Alaska, Department of Revenue | 17,513 | $511.0K | 0.01% | −136−0.8% | Reduced |
| Victory Capital Management Inc | 18,559 | $542.5K | 0.00% | +785+4.4% | Added |
| BNP Paribas Arbitrage, SA | 19,533 | $571.0K | 0.00% | +8,280+73.6% | Added |
| Ensign Peak Advisors, Inc | 21,914 | $640.5K | 0.00% | −1,106−4.8% | Reduced |
| Campbell & CO Investment Adviser LLC | 22,818 | $667.0K | 0.06% | −1,694−6.9% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 23,100 | $675.2K | 0.00% | −2,200−8.7% | Reduced |
| LPL Financial LLC | 24,053 | $703.1K | 0.00% | +3,760+18.5% | Added |
| Solutions 4 Wealth, Ltd | 24,242 | $708.6K | 1.99% | 00.0% | Unchanged |