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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
Ameritas Advisory Services, LLC9,531$318.6K0.01%00.0%Unchanged
New York State Common Retirement Fund9,434$315.4K0.00%−3,000−24.1%Reduced
SG Americas Securities, LLC8,522$285.0K0.00%+8,522New
Amalgamated Bank8,406$281.0K0.00%−278−3.2%Reduced
State Board of Administration of Florida Retirement System8,403$280.9K0.00%00.0%Unchanged
Arizona State Retirement System8,285$277.0K0.00%+239+3.0%Added
Kovitz Investment Group Partners, LLC8,531$275.8K0.00%+8,531New
Schonfeld Strategic Advisors LLC8,200$274.1K0.00%+8,200New
Balyasny Asset Management LLC8,172$273.2K0.00%+8,172New
The PNC Financial Services Group, Inc.8,170$273.1K0.00%+11+0.1%Added
New York State Teachers Retirement System7,938$265.0K0.00%−600−7.0%Reduced
State of Tennessee, Treasury Department7,691$257.1K0.00%−472−5.8%Reduced
Cornercap Investment Counsel Inc7,632$255.1K0.08%+7,632New
Mariner, LLC7,322$244.7K0.00%+7,322New
Public Employees Retirement Association of Colorado7,116$238.0K0.00%00.0%Unchanged
Intech Investment Management LLC6,962$232.7K0.00%+6,962New
Wiley Bros.-Aintree Capital, LLC6,868$229.6K0.00%+6,868New
Oregon Public Employees Retirement Fund6,710$224.3K0.00%−300−4.3%Reduced
Bill Few Associates, Inc.6,648$222.2K0.08%+6,648New
Zurcher Kantonalbank (Zurich Cantonalbank)6,491$217.0K0.00%00.0%Unchanged
Commonwealth of Pennsylvania Public School Empls Retrmt Sys6,081$203.3K0.00%+6,081New
Point72 Asset Management, L.P.5,100$170.5K0.00%+57+1.1%Added
Amundi5,121$164.5K0.00%+1,070+26.4%Added
Cubist Systematic Strategies, LLC4,702$157.2K0.00%−6,001−56.1%Reduced
CWM, LLC4,673$156.0K0.00%+1,574+50.8%Added
Moisand Fitzgerald Tamayo, LLC3,807$127.3K0.02%00.0%Unchanged
Aquatic Capital Management LLC3,700$123.7K0.00%+3,300+825.0%Added
FMR LLC3,432$114.7K0.00%+2,382+226.9%Added
Tower Research Capital LLC (TRC)3,262$109.0K0.00%−5,750−63.8%Reduced
Point72 Asia (Singapore) Pte. Ltd.3,176$106.2K0.02%+2,011+172.6%Added
Ameritas Investment Partners, Inc.2,903$97.0K0.00%00.0%Unchanged
Quantbot Technologies LP2,884$96.4K0.00%+1,890+190.1%Added
Russell Investments Group, Ltd.2,656$88.8K0.00%+2,300+646.1%Added
Point72 (DIFC) Ltd2,476$82.8K0.01%+2,476New
Hilltop National Bank2,278$76.2K0.02%00.0%Unchanged
Farther Finance Advisors, LLC1,391$46.5K0.00%+14+1.0%Added
KBC Group NV1,342$45.0K0.00%00.0%Unchanged
Jones Financial Companies LLLP1,332$43.6K0.00%+1,332New
Catalyst Funds Management Pty Ltd1,200$40.1K0.01%+900+300.0%Added
Nisa Investment Advisors, LLC1,099$36.7K0.00%00.0%Unchanged
GAMMA Investing LLC830$27.7K0.00%+205+32.8%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.643$21.5K0.00%00.0%Unchanged
Public Employees Retirement System of Ohio631$21.1K0.00%+8+1.3%Added
Versant Capital Management, Inc570$19.1K0.00%+21+3.8%Added
Smartleaf Asset Management LLC521$17.1K0.00%−13−2.4%Reduced
Hillsdale Investment Management Inc.480$16.0K0.00%+480New
Advisor Group Holdings, Inc.350$11.7K0.00%−28−7.4%Reduced
SRS Capital Advisors, Inc.345$11.5K0.00%+8+2.4%Added
Creative Financial Designs Inc272$9.10K0.00%+125+85.0%Added
Capital Performance Advisors LLP197$6.59K0.00%+197New
US Bancorp176$5.88K0.00%00.0%Unchanged
Sterling Capital Management LLC95$3.18K0.00%+95New
Quadrant Capital Group LLC93$3.11K0.00%00.0%Unchanged
Bessemer Group Inc78$3.00K0.00%+78New
GeoWealth Management, LLC46$1.54K0.00%+46New
Rothschild Investment LLC30$1.00K0.00%+25+500.0%Added
Global Retirement Partners, LLC24$8020.00%00.0%Unchanged
Ronald Blue Trust, Inc.29$8010.00%+29New
Farmers & Merchants Investments Inc21$7020.00%00.0%Unchanged
Umb Bank N A7$2340.00%00.0%Unchanged
Parkside Financial Bank & Trust5$1680.00%+5New
Mendota Financial Group, LLC2$670.00%+2New
Larson Financial Group LLC1$330.00%00.0%Unchanged
Covestor Ltd14$00.00%+3+27.3%Added
Healthcare of Ontario Pension Plan Trust Fund0$00.00%−22,100−100.0%Sold out
Squarepoint Ops LLC0$00.00%−16,380−100.0%Sold out
King Luther Capital Management Corp0$00.00%−10,927−100.0%Sold out
Engineers Gate Manager LP0$00.00%−8,327−100.0%Sold out
Aigen Investment Management, LP0$00.00%−7,689−100.0%Sold out
Jump Financial, LLC0$00.00%−7,394−100.0%Sold out
EntryPoint Capital, LLC0$00.00%−2,685−100.0%Sold out
nVerses Capital, LLC0$00.00%−600−100.0%Sold out
Quarry LP0$00.00%−96−100.0%Sold out
Parallel Advisors, LLC0$00.00%−40−100.0%Sold out
BlackRock Inc.––––Not filed