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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, Q3 2024

Institutional positions in Southside Bancshares Inc as of Sep 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
164
+16 vs. Q2 2024
Shares held
16.9M
+4.71M (+38.5%) vs. Q2 2024
Total value
$566.0M
+$228.5M (+67.7%) vs. Q2 2024
New holders
26
48 more added
Sold out
10
59 more reduced

1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2024: 164 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 heldQ3 2024: $566.0M
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, Q3 2024

Shares, value and share of portfolio for each institution holding Southside Bancshares Inc; share changes are against Q2 2024.

Institutions holding SBSI in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock, Inc.4,395,803$147.0M0.00%+4,395,803New
Vanguard Group Inc1,972,185$65.9M0.00%−28,691−1.4%Reduced
Dimensional Fund Advisors LP1,270,351$42.5M0.01%+103,415+8.9%Added
State Street Corp1,257,547$42.0M0.00%−24,832−1.9%Reduced
Geode Capital Management, LLC671,666$22.5M0.00%+3,097+0.5%Added
Renaissance Technologies LLC518,185$17.3M0.03%−85,100−14.1%Reduced
JPMorgan Chase & Co385,154$12.9M0.00%+170,287+79.3%Added
Morgan Stanley373,251$12.5M0.00%+64,268+20.8%Added
Goldman Sachs Group Inc368,397$12.3M0.00%+8,658+2.4%Added
Charles Schwab Investment Management Inc325,599$10.9M0.00%−31,919−8.9%Reduced
Bank of New York Mellon Corp302,638$10.1M0.00%−18,024−5.6%Reduced
Northern Trust Corp301,135$10.1M0.00%−875−0.3%Reduced
American Century Companies Inc269,909$9.02M0.01%+101,459+60.2%Added
Royal Bank of Canada262,880$8.79M0.00%−1,412−0.5%Reduced
AQR Capital Management LLC236,946$7.92M0.01%−1,141−0.5%Reduced
ProShare Advisors LLC217,713$7.28M0.02%−7,392−3.3%Reduced
Third Avenue Management LLC209,426$7.00M1.14%00.0%Unchanged
Arrowstreet Capital, Limited Partnership148,113$4.95M0.00%+131,964+817.2%Added
Principal Financial Group Inc134,141$4.48M0.00%−7,775−5.5%Reduced
Two Sigma Advisers, LP129,600$4.33M0.01%−1,800−1.4%Reduced
Invesco Ltd.121,995$4.08M0.00%−13,596−10.0%Reduced
TownSquare Capital, LLC117,141$3.92M0.05%−7,175−5.8%Reduced
Bridgeway Capital Management, LLC103,750$3.47M0.07%+3,752+3.8%Added
Two Sigma Investments, LP101,730$3.40M0.01%−2,636−2.5%Reduced
Rhumbline Advisers86,063$2.88M0.00%−4,830−5.3%Reduced
Legal & General Group Plc79,657$2.66M0.00%−1,482−1.8%Reduced
Nuveen Asset Management, LLC75,343$2.52M0.00%+2,313+3.2%Added
Empowered Funds, LLC74,250$2.48M0.04%+3,752+5.3%Added
Kestrel Investment Management Corp75,100$2.44M1.64%+5,500+7.9%Added
Ameriprise Financial Inc70,371$2.35M0.00%−5,464−7.2%Reduced
Citadel Advisors LLC69,277$2.32M0.00%−50,082−42.0%Reduced
UBS Group AG68,143$2.28M0.00%+16,550+32.1%Added
Bank of America Corp64,136$2.14M0.00%−1,745−2.6%Reduced
Polaris Capital Management, LLC61,500$2.06M0.10%+18,300+42.4%Added
Public Sector Pension Investment Board60,373$2.02M0.01%−2,900−4.6%Reduced
Thrivent Financial for Lutherans59,801$2.00M0.00%+25,350+73.6%Added
UBS Asset Management Americas Inc59,682$2.00M0.00%−4,879−7.6%Reduced
NFJ Investment Group, LLC59,460$1.99M0.06%−2,735−4.4%Reduced
Barclays PLC59,263$1.98M0.00%+34,316+137.6%Added
State of New Jersey Common Pension Fund D58,686$1.96M0.01%−12,957−18.1%Reduced
Fisher Asset Management, LLC56,809$1.90M0.00%00.0%Unchanged
Swiss National Bank56,618$1.89M0.00%00.0%Unchanged
Jane Street Group, LLC53,571$1.79M0.00%+29,163+119.5%Added
Tudor Investment Corp Et Al50,659$1.69M0.02%+39,670+361.0%Added
Citigroup Inc48,562$1.62M0.00%+6,306+14.9%Added
Brown Brothers Harriman & Co48,128$1.61M0.01%00.0%Unchanged
Wells Fargo & Company46,976$1.57M0.00%+1,959+4.4%Added
HRT Financial LP41,380$1.38M0.01%+41,380New
Millennium Management LLC39,831$1.33M0.00%−65,990−62.4%Reduced
Voya Investment Management LLC39,768$1.33M0.00%−302−0.8%Reduced
Alliancebernstein L.P.39,247$1.31M0.00%00.0%Unchanged
Captrust Financial Advisors38,443$1.29M0.00%+3,186+9.0%Added
BNP Paribas Arbitrage, SA36,943$1.24M0.00%+9,693+35.6%Added
D. E. Shaw & Co., Inc.36,753$1.23M0.00%−43,916−54.4%Reduced
Prudential Financial Inc36,211$1.21M0.00%+5,050+16.2%Added
Connor, Clark & Lunn Investment Management Ltd.35,341$1.18M0.01%+22,687+179.3%Added
LPL Financial LLC33,371$1.12M0.00%+1,586+5.0%Added
Price T Rowe Associates Inc30,266$1.01M0.00%−1,590−5.0%Reduced
Great West Life Assurance Co29,631$990.0K0.00%+212+0.7%Added
California State Teachers Retirement System27,200$909.3K0.00%−845−3.0%Reduced
Marshall Wace, LLP26,670$891.6K0.00%−13,498−33.6%Reduced
Solutions 4 Wealth, Ltd24,242$810.4K1.58%00.0%Unchanged
ExodusPoint Capital Management, LP22,714$759.0K0.01%−24,615−52.0%Reduced
Rafferty Asset Management, LLC22,475$751.3K0.00%−12,820−36.3%Reduced
Ensign Peak Advisors, Inc21,914$732.6K0.00%00.0%Unchanged
Teacher Retirement System of Texas21,886$732.0K0.00%+21,886New
First Trust Advisors LP18,311$612.1K0.00%+5,583+43.9%Added
Victory Capital Management Inc18,295$611.6K0.00%−1,015−5.3%Reduced
Hennion & Walsh Asset Management, Inc.18,288$611.4K0.03%−333−1.8%Reduced
Deutsche Bank AG17,577$587.6K0.00%−101,822−85.3%Reduced
Trexquant Investment LP17,430$582.7K0.01%−5,263−23.2%Reduced
Qube Research & Technologies Ltd17,284$577.8K0.00%−2,083−10.8%Reduced
Sowell Financial Services LLC16,937$566.0K0.03%00.0%Unchanged
Corebridge Financial, Inc.16,475$550.8K0.00%−187−1.1%Reduced
MetLife Investment Management16,237$542.8K0.00%00.0%Unchanged
State of Alaska, Department of Revenue16,236$542.0K0.01%−656−3.9%Reduced
Susquehanna International Group, LLP16,069$537.2K0.00%−361−2.2%Reduced
Illinois Municipal Retirement Fund15,895$531.4K0.01%−409−2.5%Reduced
Mirae Asset Global ETFs Holdings Ltd.15,777$527.4K0.00%+1,134+7.7%Added
Sanctuary Advisors, LLC14,207$510.9K0.00%+14,207New
Louisiana State Employees Retirement System13,800$461.3K0.01%−700−4.8%Reduced
HighTower Advisors, LLC13,716$459.0K0.00%00.0%Unchanged
Janus Henderson Group PLC13,532$452.0K0.00%00.0%Unchanged
Campbell & CO Investment Adviser LLC13,328$445.6K0.03%−8,957−40.2%Reduced
Man Group plc13,224$442.1K0.00%+13,224New
Quest Partners LLC12,990$434.3K0.04%−10,836−45.5%Reduced
CWM Advisors, LLC12,355$413.0K0.04%−460−3.6%Reduced
Comerica Bank12,024$402.0K0.00%−490−3.9%Reduced
Allianz Asset Management GmbH11,700$391.1K0.00%+11,700New
Occudo Quantitative Strategies LP11,020$368.4K0.07%−1,908−14.8%Reduced
Jamison Private Wealth Management, Inc.10,944$365.8K0.06%+6,866+168.4%Added
Manufacturers Life Insurance Company, The10,891$364.1K0.00%−480−4.2%Reduced
Yousif Capital Management, LLC10,843$362.5K0.00%−690−6.0%Reduced
Creative Planning10,709$358.0K0.00%00.0%Unchanged
Raymond James Financial Services Advisors, Inc.10,582$353.8K0.00%+35+0.3%Added
Naples Global Advisors, LLC10,524$351.8K0.03%−300−2.8%Reduced
Teachers Retirement System of the State of Kentucky10,040$335.0K0.00%00.0%Unchanged
Gibson Wealth Advisors LLC9,856$329.5K0.27%00.0%Unchanged
Lion Street Advisors, LLC9,852$329.4K0.11%00.0%Unchanged
Maryland State Retirement & Pension System9,607$321.2K0.01%−424−4.2%Reduced