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, Q2 2024
Institutional positions in Southside Bancshares Inc as of Jun 30, 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
- 149
- −10 vs. Q1 2024
- Shares held
- 16.6M
- +55.6K (+0.3%) vs. Q1 2024
- Total value
- $457.7M
- −$25.4M (−5.3%) vs. Q1 2024
- New holders
- 13
- 65 more added
- Sold out
- 23
- 46 more reduced
1 institution that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Southside Bancshares Inc; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 11 | $0 | 0.00% | +7+175.0% | Added |
| Larson Financial Group LLC | 1 | $28 | 0.00% | +1 | New |
| Rothschild Investment LLC | 5 | $138 | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 7 | $193 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 21 | $580 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 24 | $663 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 40 | $1.10K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 93 | $2.57K | 0.00% | +16+20.8% | Added |
| Quarry LP | 96 | $2.65K | 0.00% | +96 | New |
| Creative Financial Designs Inc | 147 | $4.06K | 0.00% | +147 | New |
| US Bancorp | 176 | $4.86K | 0.00% | −2,588−93.6% | Reduced |
| Catalyst Funds Management Pty Ltd | 300 | $8.28K | 0.00% | −2,100−87.5% | Reduced |
| SRS Capital Advisors, Inc. | 337 | $9.30K | 0.00% | +337 | New |
| Russell Investments Group, Ltd. | 356 | $9.83K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 378 | $10.4K | 0.00% | −1,108−74.6% | Reduced |
| Aquatic Capital Management LLC | 400 | $11.0K | 0.00% | −3,100−88.6% | Reduced |
| Smartleaf Asset Management LLC | 534 | $14.3K | 0.00% | +67+14.3% | Added |
| Versant Capital Management, Inc | 549 | $15.2K | 0.00% | +413+303.7% | Added |
| nVerses Capital, LLC | 600 | $16.6K | 0.01% | +600 | New |
| Public Employees Retirement System of Ohio | 623 | $17.2K | 0.00% | +40+6.9% | Added |
| GAMMA Investing LLC | 625 | $17.3K | 0.00% | +303+94.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 643 | $17.8K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 994 | $27.4K | 0.00% | −5,098−83.7% | Reduced |
| FMR LLC | 1,050 | $29.0K | 0.00% | −758−41.9% | Reduced |
| Nisa Investment Advisors, LLC | 1,099 | $30.3K | 0.00% | +387+54.4% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 1,165 | $32.2K | 0.01% | −2,519−68.4% | Reduced |
| KBC Group NV | 1,342 | $37.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,377 | $37.4K | 0.00% | +19+1.4% | Added |
| Hilltop National Bank | 2,278 | $62.9K | 0.02% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 2,685 | $74.1K | 0.03% | −608−18.5% | Reduced |
| Ameritas Investment Partners, Inc. | 2,903 | $80.2K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 3,099 | $86.0K | 0.00% | +2,533+447.5% | Added |
| Moisand Fitzgerald Tamayo, LLC | 3,807 | $105.1K | 0.02% | 00.0% | Unchanged |
| Amundi | 4,051 | $108.3K | 0.00% | −1,040−20.4% | Reduced |
| Jamison Private Wealth Management, Inc. | 4,078 | $112.6K | 0.02% | +19+0.5% | Added |
| Point72 Asset Management, L.P. | 5,043 | $139.2K | 0.00% | +1,643+48.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,491 | $179.2K | 0.00% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 7,010 | $193.5K | 0.00% | −700−9.1% | Reduced |
| Public Employees Retirement Association of Colorado | 7,116 | $196.0K | 0.00% | 00.0% | Unchanged |
| Jump Financial, LLC | 7,394 | $204.1K | 0.00% | −762−9.3% | Reduced |
| Aigen Investment Management, LP | 7,689 | $212.3K | 0.04% | +7,689 | New |
| Arizona State Retirement System | 8,046 | $222.2K | 0.00% | +162+2.1% | Added |
| The PNC Financial Services Group, Inc. | 8,159 | $225.3K | 0.00% | −83−1.0% | Reduced |
| State of Tennessee, Treasury Department | 8,163 | $225.4K | 0.00% | −19,616−70.6% | Reduced |
| Engineers Gate Manager LP | 8,327 | $229.9K | 0.01% | +8,327 | New |
| State Board of Administration of Florida Retirement System | 8,403 | $232.0K | 0.00% | −15,625−65.0% | Reduced |
| New York State Teachers Retirement System | 8,538 | $236.0K | 0.00% | +264+3.2% | Added |
| Amalgamated Bank | 8,684 | $240.0K | 0.00% | +80+0.9% | Added |
| Tower Research Capital LLC (TRC) | 9,012 | $248.8K | 0.00% | +8,470+1,562.7% | Added |
| Ameritas Advisory Services, LLC | 9,531 | $263.2K | 0.01% | 00.0% | Unchanged |
| Lion Street Advisors, LLC | 9,852 | $272.0K | 0.10% | −121−1.2% | Reduced |
| Gibson Wealth Advisors LLC | 9,856 | $272.1K | 0.25% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 10,031 | $277.0K | 0.01% | −395−3.8% | Reduced |
| Teachers Retirement System of the State of Kentucky | 10,040 | $277.0K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 10,547 | $291.2K | 0.00% | +38+0.4% | Added |
| Cubist Systematic Strategies, LLC | 10,703 | $295.5K | 0.01% | −309−2.8% | Reduced |
| Creative Planning | 10,709 | $295.7K | 0.00% | +222+2.1% | Added |
| Naples Global Advisors, LLC | 10,824 | $298.9K | 0.03% | −3,550−24.7% | Reduced |
| King Luther Capital Management Corp | 10,927 | $301.7K | 0.00% | +980+9.9% | Added |
| Tudor Investment Corp Et Al | 10,989 | $303.4K | 0.00% | +10,989 | New |
| Manufacturers Life Insurance Company, The | 11,371 | $314.0K | 0.00% | +570+5.3% | Added |
| Yousif Capital Management, LLC | 11,533 | $318.4K | 0.00% | −1,469−11.3% | Reduced |
| New York State Common Retirement Fund | 12,434 | $343.3K | 0.00% | +7+0.1% | Added |
| Comerica Bank | 12,514 | $345.5K | 0.00% | −1,380−9.9% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 12,654 | $349.4K | 0.00% | +4,928+63.8% | Added |
| First Trust Advisors LP | 12,728 | $351.4K | 0.00% | −4,172−24.7% | Reduced |
| CWM Advisors, LLC | 12,815 | $353.8K | 0.04% | +538+4.4% | Added |
| Occudo Quantitative Strategies LP | 12,928 | $356.9K | 0.06% | +12,928 | New |
| Janus Henderson Group PLC | 13,532 | $373.6K | 0.00% | −147−1.1% | Reduced |
| HighTower Advisors, LLC | 13,716 | $378.0K | 0.00% | +371+2.8% | Added |
| Louisiana State Employees Retirement System | 14,500 | $400.3K | 0.01% | +300+2.1% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 14,643 | $404.3K | 0.00% | +14,643 | New |
| Arrowstreet Capital, Limited Partnership | 16,149 | $446.0K | 0.00% | −60,976−79.1% | Reduced |
| MetLife Investment Management | 16,237 | $448.3K | 0.00% | +1,504+10.2% | Added |
| Illinois Municipal Retirement Fund | 16,304 | $450.2K | 0.01% | +303+1.9% | Added |
| Squarepoint Ops LLC | 16,380 | $452.3K | 0.00% | +8,345+103.9% | Added |
| Susquehanna International Group, LLP | 16,430 | $453.6K | 0.00% | +3,327+25.4% | Added |
| Corebridge Financial, Inc. | 16,662 | $460.0K | 0.00% | +16,662 | New |
| State of Alaska, Department of Revenue | 16,892 | $466.0K | 0.01% | −621−3.5% | Reduced |
| Sowell Financial Services LLC | 16,937 | $468.0K | 0.02% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 18,621 | $514.1K | 0.03% | +4,631+33.1% | Added |
| Victory Capital Management Inc | 19,310 | $533.1K | 0.00% | +751+4.0% | Added |
| Qube Research & Technologies Ltd | 19,367 | $534.7K | 0.00% | +18,566+2,317.9% | Added |
| Ensign Peak Advisors, Inc | 21,914 | $605.0K | 0.00% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 22,100 | $610.2K | 0.00% | −1,000−4.3% | Reduced |
| Campbell & CO Investment Adviser LLC | 22,285 | $615.3K | 0.05% | −533−2.3% | Reduced |
| Trexquant Investment LP | 22,693 | $626.6K | 0.01% | +7,782+52.2% | Added |
| Quest Partners LLC | 23,826 | $657.8K | 0.09% | +21,278+835.1% | Added |
| Solutions 4 Wealth, Ltd | 24,242 | $669.3K | 1.52% | 00.0% | Unchanged |
| Jane Street Group, LLC | 24,408 | $673.9K | 0.00% | +7,469+44.1% | Added |
| Barclays PLC | 24,947 | $688.8K | 0.00% | −19,252−43.6% | Reduced |
| BNP Paribas Arbitrage, SA | 27,250 | $752.4K | 0.00% | +7,717+39.5% | Added |
| California State Teachers Retirement System | 28,045 | $774.3K | 0.00% | −643−2.2% | Reduced |
| Great West Life Assurance Co | 29,419 | $813.0K | 0.00% | +3,178+12.1% | Added |
| Prudential Financial Inc | 31,161 | $860.4K | 0.00% | −1,650−5.0% | Reduced |
| LPL Financial LLC | 31,785 | $877.6K | 0.00% | +7,732+32.1% | Added |
| Price T Rowe Associates Inc | 31,856 | $880.0K | 0.00% | +3,541+12.5% | Added |
| Thrivent Financial for Lutherans | 34,451 | $951.0K | 0.00% | +9,521+38.2% | Added |
| Captrust Financial Advisors | 35,257 | $973.4K | 0.00% | +407+1.2% | Added |
| Rafferty Asset Management, LLC | 35,295 | $974.5K | 0.00% | +5,928+20.2% | Added |