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 |
|---|---|---|---|---|---|
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,217 | $292.7K | 0.00% | +2,726+42.0% | Added |
| Mariner, LLC | 9,190 | $291.9K | 0.00% | +1,868+25.5% | Added |
| Kovitz Investment Group Partners, LLC | 8,531 | $271.0K | 0.00% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 8,403 | $266.9K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 8,345 | $265.0K | 0.00% | +60+0.7% | Added |
| Amalgamated Bank | 8,330 | $265.0K | 0.00% | −76−0.9% | Reduced |
| Verition Fund Management LLC | 8,269 | $262.6K | 0.00% | +8,269 | New |
| The PNC Financial Services Group, Inc. | 8,094 | $257.1K | 0.00% | −76−0.9% | Reduced |
| Allianz Asset Management GmbH | 8,000 | $254.1K | 0.00% | −3,700−31.6% | Reduced |
| New York State Teachers Retirement System | 7,938 | $252.0K | 0.00% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 7,369 | $234.0K | 0.00% | −322−4.2% | Reduced |
| Public Employees Retirement Association of Colorado | 7,116 | $226.0K | 0.00% | 00.0% | Unchanged |
| Magnetar Financial LLC | 6,849 | $217.5K | 0.01% | +6,849 | New |
| Wiley Bros.-Aintree Capital, LLC | 6,909 | $215.7K | 0.00% | +41+0.6% | Added |
| Oregon Public Employees Retirement Fund | 6,710 | $213.1K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 6,451 | $204.9K | 0.00% | +6,451 | New |
| KLP Kapitalforvaltning AS | 5,600 | $177.9K | 0.00% | +5,600 | New |
| SG Americas Securities, LLC | 5,269 | $167.0K | 0.00% | −3,253−38.2% | Reduced |
| Aquatic Capital Management LLC | 5,143 | $163.3K | 0.00% | +1,443+39.0% | Added |
| CWM, LLC | 4,784 | $152.0K | 0.00% | +111+2.4% | Added |
| Quantbot Technologies LP | 3,890 | $123.5K | 0.00% | +1,006+34.9% | Added |
| Moisand Fitzgerald Tamayo, LLC | 3,807 | $120.9K | 0.02% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 3,265 | $103.0K | 0.00% | +3,265 | New |
| Ameritas Investment Partners, Inc. | 2,903 | $92.2K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 2,278 | $72.3K | 0.02% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,406 | $44.6K | 0.00% | +15+1.1% | Added |
| GAMMA Investing LLC | 1,337 | $42.5K | 0.00% | +507+61.1% | Added |
| Jones Financial Companies LLLP | 1,332 | $42.3K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1,272 | $40.4K | 0.00% | −2,160−62.9% | Reduced |
| Tower Research Capital LLC (TRC) | 1,271 | $40.4K | 0.00% | −1,991−61.0% | Reduced |
| Nisa Investment Advisors, LLC | 1,099 | $34.9K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 919 | $29.2K | 0.00% | +824+867.4% | Added |
| Smartleaf Asset Management LLC | 707 | $22.4K | 0.00% | +186+35.7% | Added |
| Public Employees Retirement System of Ohio | 634 | $20.1K | 0.00% | +3+0.5% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 643 | $20.1K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 559 | $17.8K | 0.00% | −11−1.9% | Reduced |
| Advisor Group Holdings, Inc. | 390 | $12.4K | 0.00% | +40+11.4% | Added |
| Russell Investments Group, Ltd. | 373 | $11.8K | 0.00% | −2,283−86.0% | Reduced |
| SRS Capital Advisors, Inc. | 345 | $11.0K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 275 | $8.73K | 0.00% | +3+1.1% | Added |
| US Bancorp | 176 | $5.59K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 93 | $2.95K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 67 | $2.13K | 0.00% | +67 | New |
| Quarry LP | 51 | $1.62K | 0.00% | +51 | New |
| GeoWealth Management, LLC | 36 | $1.14K | 0.00% | −10−21.7% | Reduced |
| Bessemer Group Inc | 40 | $1.00K | 0.00% | −38−48.7% | Reduced |
| Covestor Ltd | 16 | $1.00K | 0.00% | +2+14.3% | Added |
| Global Retirement Partners, LLC | 24 | $762 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 21 | $667 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 20 | $635 | 0.00% | +20 | New |
| Rothschild Investment LLC | 15 | $476 | 0.00% | −15−50.0% | Reduced |
| Umb Bank N A | 7 | $222 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 5 | $159 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 4 | $127 | 0.00% | +4 | New |
| Quest Partners LLC | 1 | $32 | 0.00% | −12,989−100.0% | Reduced |
| Larson Financial Group LLC | 1 | $32 | 0.00% | 00.0% | Unchanged |
| Militia Capital Partners, LP | 40 | – | – | +40 | New |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −53,571−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −26,670−100.0% | Sold out |
| First Trust Advisors LP | 0 | $0 | 0.00% | −18,311−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −16,937−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −13,224−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −11,020−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −8,200−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −8,172−100.0% | Sold out |
| Bill Few Associates, Inc. | 0 | $0 | 0.00% | −6,648−100.0% | Sold out |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 0 | $0 | 0.00% | −6,081−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −5,100−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −4,702−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −3,176−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −2,476−100.0% | Sold out |
| KBC Group NV | 0 | $0 | 0.00% | −1,342−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −480−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −197−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| Mendota Financial Group, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |