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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
Maryland State Retirement & Pension System10,426$282.0K0.01%00.0%Unchanged
Denali Advisors LLC9,100$266.0K0.08%+9,100New
Ameritas Advisory Services, LLC9,531$262.8K0.01%+9,531New
Relative Value Partners Group, LLC8,250$258.2K0.02%00.0%Unchanged
Amalgamated Bank8,604$251.0K0.00%−1,851−17.7%Reduced
New York State Teachers Retirement System8,274$242.0K0.00%−100−1.2%Reduced
The PNC Financial Services Group, Inc.8,242$240.9K0.00%−50−0.6%Reduced
Jump Financial, LLC8,156$238.4K0.01%+8,156New
Squarepoint Ops LLC8,035$234.9K0.00%+8,035New
Jacobs Levy Equity Management, Inc7,984$233.4K0.00%+7,984New
Arizona State Retirement System7,884$230.4K0.00%−225−2.8%Reduced
Handelsbanken Fonder AB7,809$228.0K0.00%00.0%Unchanged
Connor, Clark & Lunn Investment Management Ltd.7,726$225.8K0.00%+7,726New
Oregon Public Employees Retirement Fund7,710$225.4K0.00%−700−8.3%Reduced
HRT Financial LP7,167$209.0K0.00%−8,427−54.0%Reduced
Public Employees Retirement Association of Colorado7,116$208.0K0.00%00.0%Unchanged
Versor Investments LP7,100$207.5K0.04%+7,100New
ExodusPoint Capital Management, LP7,061$206.0K0.00%+7,061New
Zurcher Kantonalbank (Zurich Cantonalbank)6,491$189.7K0.00%00.0%Unchanged
Quantbot Technologies LP6,092$178.1K0.01%+2,792+84.6%Added
SG Americas Securities, LLC5,564$163.0K0.00%−2,158−27.9%Reduced
Amundi5,091$138.6K0.00%+1,231+31.9%Added
Jamison Private Wealth Management, Inc.4,059$118.7K0.02%+17+0.4%Added
Moisand Fitzgerald Tamayo, LLC3,807$111.3K0.02%00.0%Unchanged
Point72 Asia (Singapore) Pte. Ltd.3,684$107.7K0.03%+3,684New
Aquatic Capital Management LLC3,500$102.3K0.00%+3,100+775.0%Added
Point72 Asset Management, L.P.3,400$99.4K0.00%+3,400New
EntryPoint Capital, LLC3,293$96.3K0.09%+1,195+57.0%Added
Ameritas Investment Partners, Inc.2,903$84.9K0.00%00.0%Unchanged
US Bancorp2,764$80.8K0.00%+2,588+1,470.5%Added
Quest Partners LLC2,548$74.5K0.01%−12,103−82.6%Reduced
Colonial Trust Co2,505$73.2K0.01%00.0%Unchanged
Catalyst Funds Management Pty Ltd2,400$70.2K0.02%+2,400New
Hilltop National Bank2,278$66.6K0.02%+2,278New
FMR LLC1,808$52.8K0.00%+1,300+255.9%Added
Metropolitan Life Insurance Co1,504$44.0K0.00%−212−12.4%Reduced
Advisor Group Holdings, Inc.1,486$43.4K0.00%+441+42.2%Added
Farther Finance Advisors, LLC1,358$39.0K0.00%+17+1.3%Added
KBC Group NV1,342$39.0K0.00%00.0%Unchanged
Qube Research & Technologies Ltd801$23.4K0.00%−2,190−73.2%Reduced
Nisa Investment Advisors, LLC712$20.8K0.00%+125+21.3%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.643$18.8K0.00%+535+495.4%Added
Public Employees Retirement System of Ohio583$17.0K0.00%+44+8.2%Added
CWM, LLC566$17.0K0.00%+507+859.3%Added
Tower Research Capital LLC (TRC)542$15.8K0.00%−1,723−76.1%Reduced
Smartleaf Asset Management LLC467$13.6K0.00%00.0%Unchanged
Russell Investments Group, Ltd.356$10.4K0.00%00.0%Unchanged
GAMMA Investing LLC322$9.41K0.00%+146+83.0%Added
Versant Capital Management, Inc136$3.98K0.00%00.0%Unchanged
Quadrant Capital Group LLC77$2.25K0.00%00.0%Unchanged
Massmutual Trust Co FSB66$1.93K0.00%+21+46.7%Added
Private Wealth Management Group, LLC60$1.75K0.00%+60New
Parallel Advisors, LLC40$1.17K0.00%00.0%Unchanged
Global Retirement Partners, LLC24$7020.00%00.0%Unchanged
Farmers & Merchants Investments Inc21$6140.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC8$2330.00%+8New
Umb Bank N A7$2050.00%+7New
Parkside Financial Bank & Trust6$1760.00%00.0%Unchanged
Rothschild Investment LLC5$1460.00%+5New
Covestor Ltd4$00.00%−2−33.3%Reduced
Mesirow Institutional Investment Management, Inc.0$00.00%−245,389−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−14,794−100.0%Sold out
SEI Investments Co0$00.00%−13,278−100.0%Sold out
Aigen Investment Management, LP0$00.00%−12,341−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−11,722−100.0%Sold out
Alps Advisors Inc0$00.00%−11,003−100.0%Sold out
Elequin Capital LP0$00.00%−10,401−100.0%Sold out
Skandinaviska Enskilda Banken AB (publ)0$00.00%−8,900−100.0%Sold out
Man Group plc0$00.00%−7,493−100.0%Sold out
Occudo Quantitative Strategies LP0$00.00%−6,554−100.0%Sold out
Bill Few Associates, Inc.0$00.00%−6,483−100.0%Sold out
Commerce Bank0$00.00%−6,443−100.0%Sold out
LGT Financial Advisors LLC0$00.00%−85−100.0%Sold out