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 |
|---|---|---|---|---|---|
| Rafferty Asset Management, LLC | 22,475 | $751.3K | 0.00% | −12,820−36.3% | Reduced |
| ExodusPoint Capital Management, LP | 22,714 | $759.0K | 0.01% | −24,615−52.0% | Reduced |
| Solutions 4 Wealth, Ltd | 24,242 | $810.4K | 1.58% | 00.0% | Unchanged |
| Marshall Wace, LLP | 26,670 | $891.6K | 0.00% | −13,498−33.6% | Reduced |
| California State Teachers Retirement System | 27,200 | $909.3K | 0.00% | −845−3.0% | Reduced |
| Great West Life Assurance Co | 29,631 | $990.0K | 0.00% | +212+0.7% | Added |
| Price T Rowe Associates Inc | 30,266 | $1.01M | 0.00% | −1,590−5.0% | Reduced |
| LPL Financial LLC | 33,371 | $1.12M | 0.00% | +1,586+5.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 35,341 | $1.18M | 0.01% | +22,687+179.3% | Added |
| Prudential Financial Inc | 36,211 | $1.21M | 0.00% | +5,050+16.2% | Added |
| D. E. Shaw & Co., Inc. | 36,753 | $1.23M | 0.00% | −43,916−54.4% | Reduced |
| BNP Paribas Arbitrage, SA | 36,943 | $1.24M | 0.00% | +9,693+35.6% | Added |
| Captrust Financial Advisors | 38,443 | $1.29M | 0.00% | +3,186+9.0% | Added |
| Alliancebernstein L.P. | 39,247 | $1.31M | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 39,768 | $1.33M | 0.00% | −302−0.8% | Reduced |
| Millennium Management LLC | 39,831 | $1.33M | 0.00% | −65,990−62.4% | Reduced |
| HRT Financial LP | 41,380 | $1.38M | 0.01% | +41,380 | New |
| Wells Fargo & Company | 46,976 | $1.57M | 0.00% | +1,959+4.4% | Added |
| Brown Brothers Harriman & Co | 48,128 | $1.61M | 0.01% | 00.0% | Unchanged |
| Citigroup Inc | 48,562 | $1.62M | 0.00% | +6,306+14.9% | Added |
| Tudor Investment Corp Et Al | 50,659 | $1.69M | 0.02% | +39,670+361.0% | Added |
| Jane Street Group, LLC | 53,571 | $1.79M | 0.00% | +29,163+119.5% | Added |
| Swiss National Bank | 56,618 | $1.89M | 0.00% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 56,809 | $1.90M | 0.00% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 58,686 | $1.96M | 0.01% | −12,957−18.1% | Reduced |
| Barclays PLC | 59,263 | $1.98M | 0.00% | +34,316+137.6% | Added |
| NFJ Investment Group, LLC | 59,460 | $1.99M | 0.06% | −2,735−4.4% | Reduced |
| UBS Asset Management Americas Inc | 59,682 | $2.00M | 0.00% | −4,879−7.6% | Reduced |
| Thrivent Financial for Lutherans | 59,801 | $2.00M | 0.00% | +25,350+73.6% | Added |
| Public Sector Pension Investment Board | 60,373 | $2.02M | 0.01% | −2,900−4.6% | Reduced |
| Polaris Capital Management, LLC | 61,500 | $2.06M | 0.10% | +18,300+42.4% | Added |
| Bank of America Corp | 64,136 | $2.14M | 0.00% | −1,745−2.6% | Reduced |
| UBS Group AG | 68,143 | $2.28M | 0.00% | +16,550+32.1% | Added |
| Citadel Advisors LLC | 69,277 | $2.32M | 0.00% | −50,082−42.0% | Reduced |
| Ameriprise Financial Inc | 70,371 | $2.35M | 0.00% | −5,464−7.2% | Reduced |
| Kestrel Investment Management Corp | 75,100 | $2.44M | 1.64% | +5,500+7.9% | Added |
| Empowered Funds, LLC | 74,250 | $2.48M | 0.04% | +3,752+5.3% | Added |
| Nuveen Asset Management, LLC | 75,343 | $2.52M | 0.00% | +2,313+3.2% | Added |
| Legal & General Group Plc | 79,657 | $2.66M | 0.00% | −1,482−1.8% | Reduced |
| Rhumbline Advisers | 86,063 | $2.88M | 0.00% | −4,830−5.3% | Reduced |
| Two Sigma Investments, LP | 101,730 | $3.40M | 0.01% | −2,636−2.5% | Reduced |
| Bridgeway Capital Management, LLC | 103,750 | $3.47M | 0.07% | +3,752+3.8% | Added |
| TownSquare Capital, LLC | 117,141 | $3.92M | 0.05% | −7,175−5.8% | Reduced |
| Invesco Ltd. | 121,995 | $4.08M | 0.00% | −13,596−10.0% | Reduced |
| Two Sigma Advisers, LP | 129,600 | $4.33M | 0.01% | −1,800−1.4% | Reduced |
| Principal Financial Group Inc | 134,141 | $4.48M | 0.00% | −7,775−5.5% | Reduced |
| Arrowstreet Capital, Limited Partnership | 148,113 | $4.95M | 0.00% | +131,964+817.2% | Added |
| Third Avenue Management LLC | 209,426 | $7.00M | 1.14% | 00.0% | Unchanged |
| ProShare Advisors LLC | 217,713 | $7.28M | 0.02% | −7,392−3.3% | Reduced |
| AQR Capital Management LLC | 236,946 | $7.92M | 0.01% | −1,141−0.5% | Reduced |
| Royal Bank of Canada | 262,880 | $8.79M | 0.00% | −1,412−0.5% | Reduced |
| American Century Companies Inc | 269,909 | $9.02M | 0.01% | +101,459+60.2% | Added |
| Northern Trust Corp | 301,135 | $10.1M | 0.00% | −875−0.3% | Reduced |
| Bank of New York Mellon Corp | 302,638 | $10.1M | 0.00% | −18,024−5.6% | Reduced |
| Charles Schwab Investment Management Inc | 325,599 | $10.9M | 0.00% | −31,919−8.9% | Reduced |
| Goldman Sachs Group Inc | 368,397 | $12.3M | 0.00% | +8,658+2.4% | Added |
| Morgan Stanley | 373,251 | $12.5M | 0.00% | +64,268+20.8% | Added |
| JPMorgan Chase & Co | 385,154 | $12.9M | 0.00% | +170,287+79.3% | Added |
| Renaissance Technologies LLC | 518,185 | $17.3M | 0.03% | −85,100−14.1% | Reduced |
| Geode Capital Management, LLC | 671,666 | $22.5M | 0.00% | +3,097+0.5% | Added |
| State Street Corp | 1,257,547 | $42.0M | 0.00% | −24,832−1.9% | Reduced |
| Dimensional Fund Advisors LP | 1,270,351 | $42.5M | 0.01% | +103,415+8.9% | Added |
| Vanguard Group Inc | 1,972,185 | $65.9M | 0.00% | −28,691−1.4% | Reduced |
| BlackRock, Inc. | 4,395,803 | $147.0M | 0.00% | +4,395,803 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −22,100−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −16,380−100.0% | Sold out |
| King Luther Capital Management Corp | 0 | $0 | 0.00% | −10,927−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −8,327−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −7,689−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −7,394−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −2,685−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −96−100.0% | Sold out |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |