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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
Tower Research Capital LLC (TRC)9,012$248.8K0.00%+8,470+1,562.7%Added
Amalgamated Bank8,684$240.0K0.00%+80+0.9%Added
New York State Teachers Retirement System8,538$236.0K0.00%+264+3.2%Added
State Board of Administration of Florida Retirement System8,403$232.0K0.00%−15,625−65.0%Reduced
Engineers Gate Manager LP8,327$229.9K0.01%+8,327New
State of Tennessee, Treasury Department8,163$225.4K0.00%−19,616−70.6%Reduced
The PNC Financial Services Group, Inc.8,159$225.3K0.00%−83−1.0%Reduced
Arizona State Retirement System8,046$222.2K0.00%+162+2.1%Added
Aigen Investment Management, LP7,689$212.3K0.04%+7,689New
Jump Financial, LLC7,394$204.1K0.00%−762−9.3%Reduced
Public Employees Retirement Association of Colorado7,116$196.0K0.00%00.0%Unchanged
Oregon Public Employees Retirement Fund7,010$193.5K0.00%−700−9.1%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)6,491$179.2K0.00%00.0%Unchanged
Point72 Asset Management, L.P.5,043$139.2K0.00%+1,643+48.3%Added
Jamison Private Wealth Management, Inc.4,078$112.6K0.02%+19+0.5%Added
Amundi4,051$108.3K0.00%−1,040−20.4%Reduced
Moisand Fitzgerald Tamayo, LLC3,807$105.1K0.02%00.0%Unchanged
CWM, LLC3,099$86.0K0.00%+2,533+447.5%Added
Ameritas Investment Partners, Inc.2,903$80.2K0.00%00.0%Unchanged
EntryPoint Capital, LLC2,685$74.1K0.03%−608−18.5%Reduced
Hilltop National Bank2,278$62.9K0.02%00.0%Unchanged
Farther Finance Advisors, LLC1,377$37.4K0.00%+19+1.4%Added
KBC Group NV1,342$37.0K0.00%00.0%Unchanged
Point72 Asia (Singapore) Pte. Ltd.1,165$32.2K0.01%−2,519−68.4%Reduced
Nisa Investment Advisors, LLC1,099$30.3K0.00%+387+54.4%Added
FMR LLC1,050$29.0K0.00%−758−41.9%Reduced
Quantbot Technologies LP994$27.4K0.00%−5,098−83.7%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.643$17.8K0.00%00.0%Unchanged
GAMMA Investing LLC625$17.3K0.00%+303+94.1%Added
Public Employees Retirement System of Ohio623$17.2K0.00%+40+6.9%Added
nVerses Capital, LLC600$16.6K0.01%+600New
Versant Capital Management, Inc549$15.2K0.00%+413+303.7%Added
Smartleaf Asset Management LLC534$14.3K0.00%+67+14.3%Added
Aquatic Capital Management LLC400$11.0K0.00%−3,100−88.6%Reduced
Advisor Group Holdings, Inc.378$10.4K0.00%−1,108−74.6%Reduced
Russell Investments Group, Ltd.356$9.83K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.337$9.30K0.00%+337New
Catalyst Funds Management Pty Ltd300$8.28K0.00%−2,100−87.5%Reduced
US Bancorp176$4.86K0.00%−2,588−93.6%Reduced
Creative Financial Designs Inc147$4.06K0.00%+147New
Quarry LP96$2.65K0.00%+96New
Quadrant Capital Group LLC93$2.57K0.00%+16+20.8%Added
Parallel Advisors, LLC40$1.10K0.00%00.0%Unchanged
Global Retirement Partners, LLC24$6630.00%00.0%Unchanged
Farmers & Merchants Investments Inc21$5800.00%00.0%Unchanged
Umb Bank N A7$1930.00%00.0%Unchanged
Rothschild Investment LLC5$1380.00%00.0%Unchanged
Larson Financial Group LLC1$280.00%+1New
Covestor Ltd11$00.00%+7+175.0%Added
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