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, Q4 2024
Institutional positions in Southside Bancshares Inc as of Dec 31, 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
- 157
- −6 vs. Q3 2024
- Shares held
- 17.4M
- +431.6K (+2.6%) vs. Q3 2024
- Total value
- $551.2M
- −$14.5M (−2.6%) vs. Q3 2024
- New holders
- 14
- 53 more added
- Sold out
- 20
- 55 more reduced
1 institution that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Southside Bancshares Inc; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Quest Partners LLC | 1 | $32 | 0.00% | −12,989−100.0% | Reduced |
| Larson Financial Group LLC | 1 | $32 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 4 | $127 | 0.00% | +4 | New |
| Parkside Financial Bank & Trust | 5 | $159 | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 7 | $222 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 15 | $476 | 0.00% | −15−50.0% | Reduced |
| EverSource Wealth Advisors, LLC | 20 | $635 | 0.00% | +20 | New |
| Farmers & Merchants Investments Inc | 21 | $667 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 24 | $762 | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 40 | $1.00K | 0.00% | −38−48.7% | Reduced |
| Covestor Ltd | 16 | $1.00K | 0.00% | +2+14.3% | Added |
| GeoWealth Management, LLC | 36 | $1.14K | 0.00% | −10−21.7% | Reduced |
| Quarry LP | 51 | $1.62K | 0.00% | +51 | New |
| SBI Securities Co., Ltd. | 67 | $2.13K | 0.00% | +67 | New |
| Quadrant Capital Group LLC | 93 | $2.95K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 176 | $5.59K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 275 | $8.73K | 0.00% | +3+1.1% | Added |
| SRS Capital Advisors, Inc. | 345 | $11.0K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 373 | $11.8K | 0.00% | −2,283−86.0% | Reduced |
| Advisor Group Holdings, Inc. | 390 | $12.4K | 0.00% | +40+11.4% | Added |
| Versant Capital Management, Inc | 559 | $17.8K | 0.00% | −11−1.9% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 643 | $20.1K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 634 | $20.1K | 0.00% | +3+0.5% | Added |
| Smartleaf Asset Management LLC | 707 | $22.4K | 0.00% | +186+35.7% | Added |
| Sterling Capital Management LLC | 919 | $29.2K | 0.00% | +824+867.4% | Added |
| Nisa Investment Advisors, LLC | 1,099 | $34.9K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,271 | $40.4K | 0.00% | −1,991−61.0% | Reduced |
| FMR LLC | 1,272 | $40.4K | 0.00% | −2,160−62.9% | Reduced |
| Jones Financial Companies LLLP | 1,332 | $42.3K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,337 | $42.5K | 0.00% | +507+61.1% | Added |
| Farther Finance Advisors, LLC | 1,406 | $44.6K | 0.00% | +15+1.1% | Added |
| Hilltop National Bank | 2,278 | $72.3K | 0.02% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,903 | $92.2K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 3,265 | $103.0K | 0.00% | +3,265 | New |
| Moisand Fitzgerald Tamayo, LLC | 3,807 | $120.9K | 0.02% | 00.0% | Unchanged |
| Quantbot Technologies LP | 3,890 | $123.5K | 0.00% | +1,006+34.9% | Added |
| CWM, LLC | 4,784 | $152.0K | 0.00% | +111+2.4% | Added |
| Aquatic Capital Management LLC | 5,143 | $163.3K | 0.00% | +1,443+39.0% | Added |
| SG Americas Securities, LLC | 5,269 | $167.0K | 0.00% | −3,253−38.2% | Reduced |
| KLP Kapitalforvaltning AS | 5,600 | $177.9K | 0.00% | +5,600 | New |
| Police & Firemen's Retirement System of New Jersey | 6,451 | $204.9K | 0.00% | +6,451 | New |
| Oregon Public Employees Retirement Fund | 6,710 | $213.1K | 0.00% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 6,909 | $215.7K | 0.00% | +41+0.6% | Added |
| Magnetar Financial LLC | 6,849 | $217.5K | 0.01% | +6,849 | New |
| Public Employees Retirement Association of Colorado | 7,116 | $226.0K | 0.00% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 7,369 | $234.0K | 0.00% | −322−4.2% | Reduced |
| New York State Teachers Retirement System | 7,938 | $252.0K | 0.00% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 8,000 | $254.1K | 0.00% | −3,700−31.6% | Reduced |
| The PNC Financial Services Group, Inc. | 8,094 | $257.1K | 0.00% | −76−0.9% | Reduced |
| Verition Fund Management LLC | 8,269 | $262.6K | 0.00% | +8,269 | New |
| Amalgamated Bank | 8,330 | $265.0K | 0.00% | −76−0.9% | Reduced |
| Arizona State Retirement System | 8,345 | $265.0K | 0.00% | +60+0.7% | Added |
| State Board of Administration of Florida Retirement System | 8,403 | $266.9K | 0.00% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 8,531 | $271.0K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 9,190 | $291.9K | 0.00% | +1,868+25.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,217 | $292.7K | 0.00% | +2,726+42.0% | Added |
| New York State Common Retirement Fund | 9,434 | $299.6K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 9,531 | $302.7K | 0.01% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 9,571 | $304.0K | 0.04% | −1,373−12.5% | Reduced |
| Maryland State Retirement & Pension System | 9,607 | $305.1K | 0.01% | 00.0% | Unchanged |
| Lion Street Advisors, LLC | 9,852 | $312.9K | 0.10% | 00.0% | Unchanged |
| Gibson Wealth Advisors LLC | 9,856 | $313.0K | 0.26% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 10,040 | $318.0K | 0.00% | 00.0% | Unchanged |
| Rahlfs Capital, LLC | 10,423 | $331.0K | 0.33% | +10,423 | New |
| Sanctuary Advisors, LLC | 10,621 | $333.7K | 0.00% | −3,586−25.2% | Reduced |
| Naples Global Advisors, LLC | 10,524 | $334.2K | 0.03% | 00.0% | Unchanged |
| Creative Planning | 10,530 | $334.4K | 0.00% | −179−1.7% | Reduced |
| Raymond James Financial Inc | 10,605 | $336.8K | 0.00% | +10,605 | New |
| Manufacturers Life Insurance Company, The | 10,666 | $338.8K | 0.00% | −225−2.1% | Reduced |
| Yousif Capital Management, LLC | 10,808 | $343.3K | 0.00% | −35−0.3% | Reduced |
| Victory Capital Management Inc | 11,105 | $352.7K | 0.00% | −7,190−39.3% | Reduced |
| Intech Investment Management LLC | 11,265 | $357.8K | 0.00% | +4,303+61.8% | Added |
| CWM Advisors, LLC | 12,635 | $401.3K | 0.04% | +280+2.3% | Added |
| Campbell & CO Investment Adviser LLC | 13,270 | $421.5K | 0.03% | −58−0.4% | Reduced |
| Amundi | 13,749 | $422.8K | 0.00% | +8,628+168.5% | Added |
| Janus Henderson Group PLC | 13,532 | $429.8K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 13,769 | $437.3K | 0.00% | +53+0.4% | Added |
| Louisiana State Employees Retirement System | 13,800 | $438.3K | 0.01% | 00.0% | Unchanged |
| HRT Financial LP | 13,898 | $441.0K | 0.00% | −27,482−66.4% | Reduced |
| Cornercap Investment Counsel Inc | 14,404 | $457.5K | 0.15% | +6,772+88.7% | Added |
| Susquehanna International Group, LLP | 14,562 | $462.5K | 0.00% | −1,507−9.4% | Reduced |
| Trexquant Investment LP | 14,673 | $466.0K | 0.01% | −2,757−15.8% | Reduced |
| Teacher Retirement System of Texas | 14,850 | $472.0K | 0.00% | −7,036−32.1% | Reduced |
| Illinois Municipal Retirement Fund | 15,162 | $481.5K | 0.01% | −733−4.6% | Reduced |
| Corebridge Financial, Inc. | 15,283 | $485.4K | 0.00% | −1,192−7.2% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 16,101 | $511.4K | 0.02% | −2,187−12.0% | Reduced |
| State of Alaska, Department of Revenue | 16,139 | $512.0K | 0.01% | −97−0.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 16,348 | $519.2K | 0.00% | +571+3.6% | Added |
| MetLife Investment Management | 17,279 | $548.8K | 0.00% | +1,042+6.4% | Added |
| Comerica Bank | 18,078 | $574.2K | 0.00% | +6,054+50.3% | Added |
| Wedge Capital Management L L P | 21,192 | $673.1K | 0.01% | +21,192 | New |
| ExodusPoint Capital Management, LP | 21,594 | $686.0K | 0.01% | −1,120−4.9% | Reduced |
| Ensign Peak Advisors, Inc | 21,914 | $696.0K | 0.00% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 22,040 | $700.0K | 0.00% | −435−1.9% | Reduced |
| Squarepoint Ops LLC | 22,891 | $727.0K | 0.00% | +22,891 | New |
| Solutions 4 Wealth, Ltd | 24,242 | $769.9K | 1.39% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 25,272 | $802.6K | 0.00% | +7,988+46.2% | Added |
| California State Teachers Retirement System | 26,876 | $853.6K | 0.00% | −324−1.2% | Reduced |
| Deutsche Bank AG | 27,043 | $858.9K | 0.00% | +9,466+53.9% | Added |
| LPL Financial LLC | 28,440 | $903.2K | 0.00% | −4,931−14.8% | Reduced |