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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, 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.

Institutional holdersQ2 2024: 149 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 heldQ2 2024: $457.7M
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, Q2 2024

Shares, value and share of portfolio for each institution holding Southside Bancshares Inc; share changes are against Q1 2024.

Institutions holding SBSI in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Alliancebernstein L.P.39,247$1.08M0.00%+197+0.5%Added
Voya Investment Management LLC40,070$1.11M0.00%+47+0.1%Added
Marshall Wace, LLP40,168$1.11M0.00%+40,168New
Citigroup Inc42,256$1.17M0.00%+610+1.5%Added
Polaris Capital Management, LLC43,200$1.19M0.06%00.0%Unchanged
Wells Fargo & Company45,017$1.24M0.00%+2,442+5.7%Added
ExodusPoint Capital Management, LP47,329$1.31M0.01%+40,268+570.3%Added
Brown Brothers Harriman & Co48,128$1.33M0.01%00.0%Unchanged
UBS Group AG51,593$1.42M0.00%−3,419−6.2%Reduced
Swiss National Bank56,618$1.56M0.00%00.0%Unchanged
Fisher Asset Management, LLC56,809$1.57M0.00%00.0%Unchanged
NFJ Investment Group, LLC62,195$1.72M0.05%+62,195New
Public Sector Pension Investment Board63,273$1.75M0.01%+3,736+6.3%Added
UBS Asset Management Americas Inc64,561$1.78M0.00%+20,220+45.6%Added
Bank of America Corp65,881$1.82M0.00%+13,895+26.7%Added
Kestrel Investment Management Corp69,600$1.92M1.27%00.0%Unchanged
Empowered Funds, LLC70,498$1.95M0.03%+5,040+7.7%Added
State of New Jersey Common Pension Fund D71,643$1.98M0.01%−24,598−25.6%Reduced
Nuveen Asset Management, LLC73,030$2.02M0.00%−931−1.3%Reduced
Ameriprise Financial Inc75,835$2.09M0.00%−19,238−20.2%Reduced
D. E. Shaw & Co., Inc.80,669$2.23M0.00%+43,245+115.6%Added
Legal & General Group Plc81,139$2.24M0.00%−1,022−1.2%Reduced
Rhumbline Advisers90,893$2.51M0.00%−1,072−1.2%Reduced
Bridgeway Capital Management, LLC99,998$2.76M0.06%+24,540+32.5%Added
Two Sigma Investments, LP104,366$2.88M0.01%+4,800+4.8%Added
Millennium Management LLC105,821$2.92M0.00%−132,430−55.6%Reduced
Citadel Advisors LLC119,359$3.30M0.00%+33,828+39.6%Added
Deutsche Bank AG119,399$3.30M0.00%+103,772+664.1%Added
TownSquare Capital, LLC124,316$3.43M0.05%+95+0.1%Added
Two Sigma Advisers, LP131,400$3.63M0.01%+42,700+48.1%Added
Invesco Ltd.135,591$3.74M0.00%−705−0.5%Reduced
Principal Financial Group Inc141,916$3.92M0.00%−7,268−4.9%Reduced
American Century Companies Inc168,450$4.65M0.00%+1,984+1.2%Added
Third Avenue Management LLC209,426$5.78M0.99%00.0%Unchanged
JPMorgan Chase & Co214,867$5.93M0.00%+34,970+19.4%Added
ProShare Advisors LLC225,105$6.22M0.02%−41,097−15.4%Reduced
AQR Capital Management LLC238,087$6.57M0.01%+116,473+95.8%Added
Royal Bank of Canada264,292$7.30M0.00%+267+0.1%Added
Northern Trust Corp302,010$8.34M0.00%−2,014−0.7%Reduced
Morgan Stanley308,983$8.53M0.00%−19,951−6.1%Reduced
Bank of New York Mellon Corp320,662$8.85M0.00%−12,535−3.8%Reduced
Charles Schwab Investment Management Inc357,518$9.87M0.00%−32,098−8.2%Reduced
Goldman Sachs Group Inc359,739$9.93M0.00%+37,971+11.8%Added
Renaissance Technologies LLC603,285$16.7M0.03%+38,500+6.8%Added
Geode Capital Management, LLC668,569$18.5M0.00%+24,288+3.8%Added
Dimensional Fund Advisors LP1,166,936$32.2M0.01%−28,941−2.4%Reduced
State Street Corp1,282,379$35.4M0.00%−55,130−4.1%Reduced
Vanguard Group Inc2,000,876$55.2M0.00%+2,990+0.1%Added
BlackRock Inc.4,349,349$120.1M0.00%−33,644−0.8%Reduced
Hamilton Point Investment Advisors, LLC0$00.00%−57,366−100.0%Sold out
Chatham Capital Group, Inc.0$00.00%−49,563−100.0%Sold out
Texas Permanent School Fund0$00.00%−25,150−100.0%Sold out
American International Group, Inc.0$00.00%−15,497−100.0%Sold out
TD Asset Management Inc0$00.00%−15,290−100.0%Sold out
Mirae Asset Global Investments Co., Ltd.0$00.00%−13,245−100.0%Sold out
Franklin Resources Inc0$00.00%−13,092−100.0%Sold out
New York Life Investment Management LLC0$00.00%−12,699−100.0%Sold out
Semanteon Capital Management, LP0$00.00%−12,507−100.0%Sold out
Inceptionr LLC0$00.00%−10,874−100.0%Sold out
Denali Advisors LLC0$00.00%−9,100−100.0%Sold out
Relative Value Partners Group, LLC0$00.00%−8,250−100.0%Sold out
Jacobs Levy Equity Management, Inc0$00.00%−7,984−100.0%Sold out
Handelsbanken Fonder AB0$00.00%−7,809−100.0%Sold out
HRT Financial LP0$00.00%−7,167−100.0%Sold out
Versor Investments LP0$00.00%−7,100−100.0%Sold out
SG Americas Securities, LLC0$00.00%−5,564−100.0%Sold out
Colonial Trust Co0$00.00%−2,505−100.0%Sold out
Metropolitan Life Insurance Co0$00.00%−1,504−100.0%Sold out
Massmutual Trust Co FSB0$00.00%−66−100.0%Sold out
Private Wealth Management Group, LLC0$00.00%−60−100.0%Sold out
Nelson, Van Denburg & Campbell Wealth Management Group, LLC0$00.00%−8−100.0%Sold out
Parkside Financial Bank & Trust0$00.00%−6−100.0%Sold out
Credit Suisse AG––––Not filed