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.
| 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, Q3 2024
Shares, value and share of portfolio for each institution holding Southside Bancshares Inc; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 14 | $0 | 0.00% | +3+27.3% | Added |
| Larson Financial Group LLC | 1 | $33 | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 2 | $67 | 0.00% | +2 | New |
| Parkside Financial Bank & Trust | 5 | $168 | 0.00% | +5 | New |
| Umb Bank N A | 7 | $234 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 21 | $702 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 29 | $801 | 0.00% | +29 | New |
| Global Retirement Partners, LLC | 24 | $802 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 30 | $1.00K | 0.00% | +25+500.0% | Added |
| GeoWealth Management, LLC | 46 | $1.54K | 0.00% | +46 | New |
| Bessemer Group Inc | 78 | $3.00K | 0.00% | +78 | New |
| Quadrant Capital Group LLC | 93 | $3.11K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 95 | $3.18K | 0.00% | +95 | New |
| US Bancorp | 176 | $5.88K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 197 | $6.59K | 0.00% | +197 | New |
| Creative Financial Designs Inc | 272 | $9.10K | 0.00% | +125+85.0% | Added |
| SRS Capital Advisors, Inc. | 345 | $11.5K | 0.00% | +8+2.4% | Added |
| Advisor Group Holdings, Inc. | 350 | $11.7K | 0.00% | −28−7.4% | Reduced |
| Hillsdale Investment Management Inc. | 480 | $16.0K | 0.00% | +480 | New |
| Smartleaf Asset Management LLC | 521 | $17.1K | 0.00% | −13−2.4% | Reduced |
| Versant Capital Management, Inc | 570 | $19.1K | 0.00% | +21+3.8% | Added |
| Public Employees Retirement System of Ohio | 631 | $21.1K | 0.00% | +8+1.3% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 643 | $21.5K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 830 | $27.7K | 0.00% | +205+32.8% | Added |
| Nisa Investment Advisors, LLC | 1,099 | $36.7K | 0.00% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 1,200 | $40.1K | 0.01% | +900+300.0% | Added |
| Jones Financial Companies LLLP | 1,332 | $43.6K | 0.00% | +1,332 | New |
| KBC Group NV | 1,342 | $45.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,391 | $46.5K | 0.00% | +14+1.0% | Added |
| Hilltop National Bank | 2,278 | $76.2K | 0.02% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 2,476 | $82.8K | 0.01% | +2,476 | New |
| Russell Investments Group, Ltd. | 2,656 | $88.8K | 0.00% | +2,300+646.1% | Added |
| Quantbot Technologies LP | 2,884 | $96.4K | 0.00% | +1,890+190.1% | Added |
| Ameritas Investment Partners, Inc. | 2,903 | $97.0K | 0.00% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 3,176 | $106.2K | 0.02% | +2,011+172.6% | Added |
| Tower Research Capital LLC (TRC) | 3,262 | $109.0K | 0.00% | −5,750−63.8% | Reduced |
| FMR LLC | 3,432 | $114.7K | 0.00% | +2,382+226.9% | Added |
| Aquatic Capital Management LLC | 3,700 | $123.7K | 0.00% | +3,300+825.0% | Added |
| Moisand Fitzgerald Tamayo, LLC | 3,807 | $127.3K | 0.02% | 00.0% | Unchanged |
| CWM, LLC | 4,673 | $156.0K | 0.00% | +1,574+50.8% | Added |
| Cubist Systematic Strategies, LLC | 4,702 | $157.2K | 0.00% | −6,001−56.1% | Reduced |
| Amundi | 5,121 | $164.5K | 0.00% | +1,070+26.4% | Added |
| Point72 Asset Management, L.P. | 5,100 | $170.5K | 0.00% | +57+1.1% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 6,081 | $203.3K | 0.00% | +6,081 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,491 | $217.0K | 0.00% | 00.0% | Unchanged |
| Bill Few Associates, Inc. | 6,648 | $222.2K | 0.08% | +6,648 | New |
| Oregon Public Employees Retirement Fund | 6,710 | $224.3K | 0.00% | −300−4.3% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 6,868 | $229.6K | 0.00% | +6,868 | New |
| Intech Investment Management LLC | 6,962 | $232.7K | 0.00% | +6,962 | New |
| Public Employees Retirement Association of Colorado | 7,116 | $238.0K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 7,322 | $244.7K | 0.00% | +7,322 | New |
| Cornercap Investment Counsel Inc | 7,632 | $255.1K | 0.08% | +7,632 | New |
| State of Tennessee, Treasury Department | 7,691 | $257.1K | 0.00% | −472−5.8% | Reduced |
| New York State Teachers Retirement System | 7,938 | $265.0K | 0.00% | −600−7.0% | Reduced |
| The PNC Financial Services Group, Inc. | 8,170 | $273.1K | 0.00% | +11+0.1% | Added |
| Balyasny Asset Management LLC | 8,172 | $273.2K | 0.00% | +8,172 | New |
| Schonfeld Strategic Advisors LLC | 8,200 | $274.1K | 0.00% | +8,200 | New |
| Kovitz Investment Group Partners, LLC | 8,531 | $275.8K | 0.00% | +8,531 | New |
| Arizona State Retirement System | 8,285 | $277.0K | 0.00% | +239+3.0% | Added |
| State Board of Administration of Florida Retirement System | 8,403 | $280.9K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 8,406 | $281.0K | 0.00% | −278−3.2% | Reduced |
| SG Americas Securities, LLC | 8,522 | $285.0K | 0.00% | +8,522 | New |
| New York State Common Retirement Fund | 9,434 | $315.4K | 0.00% | −3,000−24.1% | Reduced |
| Ameritas Advisory Services, LLC | 9,531 | $318.6K | 0.01% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 9,607 | $321.2K | 0.01% | −424−4.2% | Reduced |
| Lion Street Advisors, LLC | 9,852 | $329.4K | 0.11% | 00.0% | Unchanged |
| Gibson Wealth Advisors LLC | 9,856 | $329.5K | 0.27% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 10,040 | $335.0K | 0.00% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 10,524 | $351.8K | 0.03% | −300−2.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 10,582 | $353.8K | 0.00% | +35+0.3% | Added |
| Creative Planning | 10,709 | $358.0K | 0.00% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 10,843 | $362.5K | 0.00% | −690−6.0% | Reduced |
| Manufacturers Life Insurance Company, The | 10,891 | $364.1K | 0.00% | −480−4.2% | Reduced |
| Jamison Private Wealth Management, Inc. | 10,944 | $365.8K | 0.06% | +6,866+168.4% | Added |
| Occudo Quantitative Strategies LP | 11,020 | $368.4K | 0.07% | −1,908−14.8% | Reduced |
| Allianz Asset Management GmbH | 11,700 | $391.1K | 0.00% | +11,700 | New |
| Comerica Bank | 12,024 | $402.0K | 0.00% | −490−3.9% | Reduced |
| CWM Advisors, LLC | 12,355 | $413.0K | 0.04% | −460−3.6% | Reduced |
| Quest Partners LLC | 12,990 | $434.3K | 0.04% | −10,836−45.5% | Reduced |
| Man Group plc | 13,224 | $442.1K | 0.00% | +13,224 | New |
| Campbell & CO Investment Adviser LLC | 13,328 | $445.6K | 0.03% | −8,957−40.2% | Reduced |
| Janus Henderson Group PLC | 13,532 | $452.0K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 13,716 | $459.0K | 0.00% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 13,800 | $461.3K | 0.01% | −700−4.8% | Reduced |
| Sanctuary Advisors, LLC | 14,207 | $510.9K | 0.00% | +14,207 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 15,777 | $527.4K | 0.00% | +1,134+7.7% | Added |
| Illinois Municipal Retirement Fund | 15,895 | $531.4K | 0.01% | −409−2.5% | Reduced |
| Susquehanna International Group, LLP | 16,069 | $537.2K | 0.00% | −361−2.2% | Reduced |
| State of Alaska, Department of Revenue | 16,236 | $542.0K | 0.01% | −656−3.9% | Reduced |
| MetLife Investment Management | 16,237 | $542.8K | 0.00% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 16,475 | $550.8K | 0.00% | −187−1.1% | Reduced |
| Sowell Financial Services LLC | 16,937 | $566.0K | 0.03% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 17,284 | $577.8K | 0.00% | −2,083−10.8% | Reduced |
| Trexquant Investment LP | 17,430 | $582.7K | 0.01% | −5,263−23.2% | Reduced |
| Deutsche Bank AG | 17,577 | $587.6K | 0.00% | −101,822−85.3% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 18,288 | $611.4K | 0.03% | −333−1.8% | Reduced |
| Victory Capital Management Inc | 18,295 | $611.6K | 0.00% | −1,015−5.3% | Reduced |
| First Trust Advisors LP | 18,311 | $612.1K | 0.00% | +5,583+43.9% | Added |
| Teacher Retirement System of Texas | 21,886 | $732.0K | 0.00% | +21,886 | New |
| Ensign Peak Advisors, Inc | 21,914 | $732.6K | 0.00% | 00.0% | Unchanged |