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 |
|---|---|---|---|---|---|
| Thrivent Financial for Lutherans | 24,930 | $729.0K | 0.00% | −632−2.5% | Reduced |
| Texas Permanent School Fund | 25,150 | $735.1K | 0.01% | +369+1.5% | Added |
| Great West Life Assurance Co | 26,241 | $763.0K | 0.00% | +2,628+11.1% | Added |
| State Board of Administration of Florida Retirement System | 24,028 | $797.7K | 0.00% | +15,625+185.9% | Added |
| State of Tennessee, Treasury Department | 27,779 | $812.0K | 0.00% | +17,630+173.7% | Added |
| Price T Rowe Associates Inc | 28,315 | $828.0K | 0.00% | +1,074+3.9% | Added |
| California State Teachers Retirement System | 28,688 | $838.5K | 0.00% | −1,851−6.1% | Reduced |
| Rafferty Asset Management, LLC | 29,367 | $858.4K | 0.00% | +871+3.1% | Added |
| Prudential Financial Inc | 32,811 | $959.1K | 0.00% | −400−1.2% | Reduced |
| Captrust Financial Advisors | 34,850 | $1.02M | 0.00% | −11,876−25.4% | Reduced |
| D. E. Shaw & Co., Inc. | 37,424 | $1.09M | 0.00% | +8,059+27.4% | Added |
| Credit Suisse AG | 39,046 | $1.14M | 0.00% | +1,046+2.8% | Added |
| Alliancebernstein L.P. | 39,050 | $1.14M | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 40,023 | $1.17M | 0.00% | −2,376−5.6% | Reduced |
| Citigroup Inc | 41,646 | $1.22M | 0.00% | +5,863+16.4% | Added |
| Wells Fargo & Company | 42,575 | $1.24M | 0.00% | −1,471−3.3% | Reduced |
| Polaris Capital Management, LLC | 43,200 | $1.26M | 0.06% | 00.0% | Unchanged |
| Barclays PLC | 44,199 | $1.29M | 0.00% | −16,876−27.6% | Reduced |
| UBS Asset Management Americas Inc | 44,341 | $1.30M | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 48,128 | $1.41M | 0.01% | 00.0% | Unchanged |
| Chatham Capital Group, Inc. | 49,563 | $1.45M | 0.27% | +5,275+11.9% | Added |
| Bank of America Corp | 51,986 | $1.52M | 0.00% | −6,105−10.5% | Reduced |
| UBS Group AG | 55,012 | $1.61M | 0.00% | −4,576−7.7% | Reduced |
| Swiss National Bank | 56,618 | $1.65M | 0.00% | −600−1.0% | Reduced |
| Fisher Asset Management, LLC | 56,809 | $1.66M | 0.00% | −4,507−7.4% | Reduced |
| Hamilton Point Investment Advisors, LLC | 57,366 | $1.68M | 0.33% | −966−1.7% | Reduced |
| Public Sector Pension Investment Board | 59,537 | $1.74M | 0.01% | 00.0% | Unchanged |
| Empowered Funds, LLC | 65,458 | $1.91M | 0.03% | +4,900+8.1% | Added |
| Kestrel Investment Management Corp | 69,600 | $2.03M | 1.36% | −600−0.9% | Reduced |
| Nuveen Asset Management, LLC | 73,961 | $2.16M | 0.00% | −3,164−4.1% | Reduced |
| Bridgeway Capital Management, LLC | 75,458 | $2.21M | 0.05% | +4,900+6.9% | Added |
| Arrowstreet Capital, Limited Partnership | 77,125 | $2.25M | 0.00% | +53,185+222.2% | Added |
| Legal & General Group Plc | 82,161 | $2.40M | 0.00% | +724+0.9% | Added |
| Citadel Advisors LLC | 85,531 | $2.50M | 0.00% | +51,793+153.5% | Added |
| Two Sigma Advisers, LP | 88,700 | $2.59M | 0.01% | +12,200+15.9% | Added |
| Rhumbline Advisers | 91,965 | $2.69M | 0.00% | +263+0.3% | Added |
| Ameriprise Financial Inc | 95,073 | $2.78M | 0.00% | +64+0.1% | Added |
| State of New Jersey Common Pension Fund D | 96,241 | $2.81M | 0.01% | +4,909+5.4% | Added |
| Two Sigma Investments, LP | 99,566 | $2.91M | 0.01% | +26,873+37.0% | Added |
| AQR Capital Management LLC | 121,614 | $3.55M | 0.01% | +66,897+122.3% | Added |
| TownSquare Capital, LLC | 124,221 | $3.63M | 0.05% | +140.0% | Added |
| Invesco Ltd. | 136,296 | $3.98M | 0.00% | −53,895−28.3% | Reduced |
| Principal Financial Group Inc | 149,184 | $4.36M | 0.00% | −341−0.2% | Reduced |
| American Century Companies Inc | 166,466 | $4.87M | 0.00% | +8,923+5.7% | Added |
| JPMorgan Chase & Co | 179,897 | $5.26M | 0.00% | −23,460−11.5% | Reduced |
| Third Avenue Management LLC | 209,426 | $6.12M | 0.98% | 00.0% | Unchanged |
| Millennium Management LLC | 238,251 | $6.96M | 0.01% | −45,284−16.0% | Reduced |
| Royal Bank of Canada | 264,025 | $7.72M | 0.00% | −8,029−3.0% | Reduced |
| ProShare Advisors LLC | 266,202 | $7.78M | 0.02% | +2,456+0.9% | Added |
| Northern Trust Corp | 304,024 | $8.89M | 0.00% | −47,457−13.5% | Reduced |
| Goldman Sachs Group Inc | 321,768 | $9.41M | 0.00% | +35,258+12.3% | Added |
| Morgan Stanley | 328,934 | $9.61M | 0.00% | +42,560+14.9% | Added |
| Bank of New York Mellon Corp | 333,197 | $9.74M | 0.00% | −11,316−3.3% | Reduced |
| Charles Schwab Investment Management Inc | 389,616 | $11.4M | 0.00% | +25,791+7.1% | Added |
| Renaissance Technologies LLC | 564,785 | $16.5M | 0.03% | +53,500+10.5% | Added |
| Geode Capital Management, LLC | 644,281 | $18.8M | 0.00% | +14,299+2.3% | Added |
| Dimensional Fund Advisors LP | 1,195,877 | $35.0M | 0.01% | −37,657−3.1% | Reduced |
| State Street Corp | 1,337,509 | $39.1M | 0.00% | +22,490+1.7% | Added |
| Vanguard Group Inc | 1,997,886 | $58.4M | 0.00% | −164,278−7.6% | Reduced |
| BlackRock Inc. | 4,382,993 | $128.1M | 0.00% | −60,131−1.4% | Reduced |
| Mesirow Institutional Investment Management, Inc. | 0 | $0 | 0.00% | −245,389−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −14,794−100.0% | Sold out |
| SEI Investments Co | 0 | $0 | 0.00% | −13,278−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −12,341−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −11,722−100.0% | Sold out |
| Alps Advisors Inc | 0 | $0 | 0.00% | −11,003−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −10,401−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −8,900−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −7,493−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −6,554−100.0% | Sold out |
| Bill Few Associates, Inc. | 0 | $0 | 0.00% | −6,483−100.0% | Sold out |
| Commerce Bank | 0 | $0 | 0.00% | −6,443−100.0% | Sold out |
| LGT Financial Advisors LLC | 0 | $0 | 0.00% | −85−100.0% | Sold out |