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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, Q1 2025

Institutional positions in Southside Bancshares Inc as of Mar 31, 2025. 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
171
+17 vs. Q4 2024
Shares held
17.4M
+124.6K (+0.7%) vs. Q4 2024
Total value
$504.0M
−$44.7M (−8.2%) vs. Q4 2024
New holders
25
53 more added
Sold out
8
64 more reduced

3 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2025: 171 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 heldQ1 2025: $504.0M
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, Q1 2025

Shares, value and share of portfolio for each institution holding Southside Bancshares Inc; share changes are against Q4 2024.

Institutions holding SBSI in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock, Inc.4,397,526$127.4M0.00%−19,684−0.4%Reduced
Vanguard Group Inc1,968,622$57.0M0.00%−2,511−0.1%Reduced
Dimensional Fund Advisors LP1,374,134$39.8M0.01%+54,218+4.1%Added
State Street Corp1,268,595$36.7M0.00%−108,784−7.9%Reduced
Geode Capital Management, LLC683,816$19.8M0.00%+27,428+4.2%Added
Renaissance Technologies LLC590,724$17.1M0.03%+51,739+9.6%Added
JPMorgan Chase & Co396,111$11.5M0.00%−115,630−22.6%Reduced
UBS Group AG335,708$9.72M0.00%+24,021+7.7%Added
Goldman Sachs Group Inc309,943$8.98M0.00%−31,744−9.3%Reduced
American Century Companies Inc307,188$8.90M0.01%+24,934+8.8%Added
Northern Trust Corp303,602$8.79M0.00%−15,097−4.7%Reduced
Bank of New York Mellon Corp287,347$8.32M0.00%−13,196−4.4%Reduced
Charles Schwab Investment Management Inc286,451$8.30M0.00%−6,277−2.1%Reduced
Morgan Stanley283,678$8.22M0.00%−20,998−6.9%Reduced
Royal Bank of Canada260,480$7.54M0.00%−3,442−1.3%Reduced
Invesco Ltd.248,156$7.19M0.00%−44,524−15.2%Reduced
ProShare Advisors LLC245,609$7.11M0.02%+16,499+7.2%Added
Third Avenue Management LLC209,426$6.06M1.22%00.0%Unchanged
Two Sigma Advisers, LP168,500$4.88M0.01%+41,100+32.3%Added
AQR Capital Management LLC156,850$4.54M0.00%−52,166−25.0%Reduced
Principal Financial Group Inc141,885$4.11M0.00%+3,726+2.7%Added
Two Sigma Investments, LP128,004$3.71M0.01%+32,835+34.5%Added
Bridgeway Capital Management, LLC111,711$3.24M0.08%+4,198+3.9%Added
Arrowstreet Capital, Limited Partnership109,512$3.17M0.00%+16,359+17.6%Added
TownSquare Capital, LLC101,380$2.94M0.03%−4,944−4.6%Reduced
Public Sector Pension Investment Board90,308$2.62M0.01%+19,009+26.7%Added
Rhumbline Advisers82,794$2.40M0.00%−4,513−5.2%Reduced
Empowered Funds, LLC82,211$2.38M0.03%+4,198+5.4%Added
Legal & General Group Plc77,749$2.25M0.00%−2,427−3.0%Reduced
Nuveen, LLC75,534$2.19M0.00%+75,534New
Citadel Advisors LLC75,322$2.18M0.00%+5,032+7.2%Added
Kestrel Investment Management Corp75,100$2.17M1.33%00.0%Unchanged
UBS Asset Management Americas Inc70,377$2.04M0.00%+6,459+10.1%Added
State of New Jersey Common Pension Fund D64,376$1.86M0.01%+4,758+8.0%Added
Connor, Clark & Lunn Investment Management Ltd.62,126$1.80M0.01%+7,644+14.0%Added
Polaris Capital Management, LLC61,500$1.78M0.10%00.0%Unchanged
NFJ Investment Group, LLC58,739$1.70M0.06%00.0%Unchanged
Millennium Management LLC58,611$1.70M0.00%−5,392−8.4%Reduced
Ameriprise Financial Inc57,592$1.67M0.00%−6,239−9.8%Reduced
Wells Fargo & Company57,512$1.67M0.00%+5,805+11.2%Added
Bank of America Corp56,321$1.63M0.00%−4,374−7.2%Reduced
Swiss National Bank55,818$1.62M0.00%−800−1.4%Reduced
D. E. Shaw & Co., Inc.55,482$1.61M0.00%+13,651+32.6%Added
Fisher Asset Management, LLC53,630$1.55M0.00%00.0%Unchanged
Jane Street Group, LLC52,486$1.52M0.00%+52,486New
Citigroup Inc50,820$1.47M0.00%−3,394−6.3%Reduced
Voya Investment Management LLC46,004$1.33M0.00%+14,164+44.5%Added
Barclays PLC44,625$1.29M0.00%−16,664−27.2%Reduced
Susquehanna International Group, LLP42,713$1.24M0.00%+28,151+193.3%Added
Pingora Partners LLC41,675$1.21M0.90%+41,675New
Lazard Asset Management LLC40,028$1.16M0.00%+36,763+1,126.0%Added
Alliancebernstein L.P.39,247$1.14M0.00%00.0%Unchanged
Captrust Financial Advisors35,470$1.03M0.00%+45+0.1%Added
Price T Rowe Associates Inc33,463$970.0K0.00%+1,323+4.1%Added
Thrivent Financial for Lutherans30,244$876.0K0.00%−1,095−3.5%Reduced
Prudential Financial Inc28,861$835.8K0.00%−6,250−17.8%Reduced
BNP Paribas Arbitrage, SA27,273$789.8K0.00%−2,431−8.2%Reduced
California State Teachers Retirement System26,876$778.3K0.00%00.0%Unchanged
Wedge Capital Management L L P26,556$769.1K0.01%+5,364+25.3%Added
LPL Financial LLC25,383$735.1K0.00%−3,057−10.7%Reduced
Great West Life Assurance Co24,724$715.0K0.00%−4,848−16.4%Reduced
Deutsche Bank AG24,393$706.4K0.00%−2,650−9.8%Reduced
Solutions 4 Wealth, Ltd24,242$702.0K1.24%00.0%Unchanged
Trexquant Investment LP24,096$697.8K0.01%+9,423+64.2%Added
Brown Brothers Harriman & Co24,064$696.9K0.00%−10,327−30.0%Reduced
Ensign Peak Advisors, Inc21,914$634.6K0.00%00.0%Unchanged
HRT Financial LP21,584$625.0K0.00%+7,686+55.3%Added
Marshall Wace, LLP19,976$578.5K0.00%+19,976New
Hennion & Walsh Asset Management, Inc.19,283$558.4K0.02%+3,182+19.8%Added
Dynamic Technology Lab Private Ltd18,533$537.0K0.08%+18,533New
Comerica Bank17,866$517.4K0.00%−212−1.2%Reduced
Mirae Asset Global ETFs Holdings Ltd.17,049$493.7K0.00%+701+4.3%Added
Rafferty Asset Management, LLC17,034$493.3K0.00%−5,006−22.7%Reduced
MetLife Investment Management16,994$492.1K0.00%−285−1.6%Reduced
Verition Fund Management LLC16,295$471.9K0.00%+8,026+97.1%Added
State of Alaska, Department of Revenue15,786$457.0K0.01%−353−2.2%Reduced
Intech Investment Management LLC15,599$451.7K0.00%+4,334+38.5%Added
Illinois Municipal Retirement Fund15,328$443.9K0.01%+166+1.1%Added
Corebridge Financial, Inc.14,991$434.1K0.00%−292−1.9%Reduced
Royce & Associates LP14,641$424.0K0.00%+14,641New
HighTower Advisors, LLC13,665$395.7K0.00%−104−0.8%Reduced
Janus Henderson Group PLC13,532$390.7K0.00%00.0%Unchanged
Louisiana State Employees Retirement System13,400$388.1K0.01%−400−2.9%Reduced
Cubist Systematic Strategies, LLC13,330$386.0K0.01%+13,330New
Alps Advisors Inc12,260$355.1K0.00%+12,260New
Campbell & CO Investment Adviser LLC12,047$348.9K0.03%−1,223−9.2%Reduced
CWM Advisors, LLC11,920$345.2K0.04%−715−5.7%Reduced
Balyasny Asset Management LLC11,620$336.5K0.00%+11,620New
Semanteon Capital Management, LP11,116$321.9K0.17%+11,116New
Naples Global Advisors, LLC10,924$316.4K0.03%+400+3.8%Added
Amundi11,413$311.3K0.00%−2,336−17.0%Reduced
Victory Capital Management Inc10,742$311.1K0.00%−363−3.3%Reduced
Yousif Capital Management, LLC10,628$307.8K0.00%−180−1.7%Reduced
Sanctuary Advisors, LLC10,616$307.4K0.00%−50.0%Reduced
Creative Planning10,607$307.2K0.00%+77+0.7%Added
Ameritas Advisory Services, LLC9,531$302.7K0.01%00.0%Unchanged
Rahlfs Capital, LLC10,423$301.9K0.30%00.0%Unchanged
Manufacturers Life Insurance Company, The10,308$298.5K0.00%−358−3.4%Reduced
Teachers Retirement System of the State of Kentucky10,040$290.0K0.00%00.0%Unchanged
Gibson Wealth Advisors LLC9,856$285.4K0.23%00.0%Unchanged