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.
| 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, Q1 2025
Shares, value and share of portfolio for each institution holding Southside Bancshares Inc; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 8 | $0 | 0.00% | +8 | New |
| Larson Financial Group LLC | 1 | $29 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 10 | $290 | 0.00% | +10 | New |
| True Wealth Design, LLC | 12 | $348 | 0.00% | +12 | New |
| Rothschild Investment LLC | 15 | $434 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 15 | $435 | 0.00% | +10+200.0% | Added |
| Stephens Consulting, LLC | 15 | $435 | 0.00% | +15 | New |
| HWG Holdings LP | 16 | $463 | 0.00% | +16 | New |
| Farmers & Merchants Investments Inc | 21 | $608 | 0.00% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 23 | $666 | 0.00% | +23 | New |
| Covestor Ltd | 23 | $1.00K | 0.00% | +7+43.8% | Added |
| Quarry LP | 46 | $1.33K | 0.00% | −5−9.8% | Reduced |
| Quadrant Capital Group LLC | 57 | $1.65K | 0.00% | −36−38.7% | Reduced |
| Hantz Financial Services, Inc. | 68 | $2.00K | 0.00% | +68 | New |
| SBI Securities Co., Ltd. | 72 | $2.08K | 0.00% | +5+7.5% | Added |
| EverSource Wealth Advisors, LLC | 80 | $2.32K | 0.00% | +60+300.0% | Added |
| Smartleaf Asset Management LLC | 85 | $2.46K | 0.00% | −622−88.0% | Reduced |
| Umb Bank N A | 90 | $2.61K | 0.00% | +83+1,185.7% | Added |
| Russell Investments Group, Ltd. | 119 | $3.45K | 0.00% | −254−68.1% | Reduced |
| Skopos Labs, Inc. | 121 | $3.50K | 0.00% | +121 | New |
| Harbor Capital Advisors, Inc. | 167 | $5.00K | 0.00% | +167 | New |
| US Bancorp | 176 | $5.10K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 225 | $7.00K | 0.00% | +185+462.5% | Added |
| Coldstream Capital Management Inc | 248 | $7.18K | 0.00% | +248 | New |
| Creative Financial Designs Inc | 278 | $8.06K | 0.00% | +3+1.1% | Added |
| Sterling Capital Management LLC | 496 | $14.4K | 0.00% | −423−46.0% | Reduced |
| Advisor Group Holdings, Inc. | 520 | $15.1K | 0.00% | +130+33.3% | Added |
| Versant Capital Management, Inc | 540 | $15.6K | 0.00% | −19−3.4% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 643 | $18.6K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 690 | $20.0K | 0.00% | +690 | New |
| Meeder Asset Management Inc | 1,003 | $29.0K | 0.00% | +1,003 | New |
| Nisa Investment Advisors, LLC | 1,099 | $31.8K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,239 | $35.9K | 0.00% | −98−7.3% | Reduced |
| FMR LLC | 1,395 | $40.4K | 0.00% | +123+9.7% | Added |
| Jones Financial Companies LLLP | 1,416 | $40.9K | 0.00% | +84+6.3% | Added |
| Farther Finance Advisors, LLC | 1,423 | $41.1K | 0.00% | +17+1.2% | Added |
| Quest Partners LLC | 2,235 | $64.7K | 0.01% | +2,234+223,400.0% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 2,289 | $66.3K | 0.02% | +2,289 | New |
| Ameritas Investment Partners, Inc. | 2,903 | $84.1K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,191 | $92.4K | 0.00% | +1,920+151.1% | Added |
| Moisand Fitzgerald Tamayo, LLC | 3,807 | $110.3K | 0.02% | 00.0% | Unchanged |
| CWM, LLC | 4,503 | $130.0K | 0.00% | −281−5.9% | Reduced |
| SG Americas Securities, LLC | 5,022 | $145.0K | 0.00% | −247−4.7% | Reduced |
| KLP Kapitalforvaltning AS | 5,600 | $162.2K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,635 | $163.2K | 0.00% | −3,582−38.9% | Reduced |
| Aquatic Capital Management LLC | 5,718 | $165.6K | 0.00% | +575+11.2% | Added |
| Police & Firemen's Retirement System of New Jersey | 6,451 | $186.8K | 0.00% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 6,510 | $188.5K | 0.00% | −200−3.0% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 6,925 | $200.1K | 0.00% | +16+0.2% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 7,045 | $204.0K | 0.00% | +7,045 | New |
| Public Employees Retirement Association of Colorado | 7,116 | $206.0K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 7,308 | $211.6K | 0.00% | −1,882−20.5% | Reduced |
| State of Tennessee, Treasury Department | 7,369 | $213.4K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 7,955 | $230.4K | 0.00% | −139−1.7% | Reduced |
| Ieq Capital, LLC | 8,084 | $234.1K | 0.00% | +8,084 | New |
| Amalgamated Bank | 8,113 | $235.0K | 0.00% | −217−2.6% | Reduced |
| Qube Research & Technologies Ltd | 8,124 | $235.3K | 0.00% | −17,148−67.9% | Reduced |
| Arizona State Retirement System | 8,260 | $239.2K | 0.00% | −85−1.0% | Reduced |
| Maryland State Retirement & Pension System | 8,304 | $240.5K | 0.01% | −1,303−13.6% | Reduced |
| State Board of Administration of Florida Retirement System | 8,403 | $243.4K | 0.00% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 8,495 | $246.0K | 0.00% | −36−0.4% | Reduced |
| Quantbot Technologies LP | 8,802 | $254.9K | 0.01% | +4,912+126.3% | Added |
| Tudor Investment Corp Et Al | 8,868 | $256.8K | 0.00% | −37,001−80.7% | Reduced |
| Squarepoint Ops LLC | 8,874 | $257.0K | 0.00% | −14,017−61.2% | Reduced |
| New York State Teachers Retirement System | 9,182 | $266.0K | 0.00% | +1,244+15.7% | Added |
| Raymond James Financial Inc | 9,337 | $270.4K | 0.00% | −1,268−12.0% | Reduced |
| Jamison Private Wealth Management, Inc. | 9,376 | $271.5K | 0.04% | −195−2.0% | Reduced |
| New York State Common Retirement Fund | 9,434 | $273.2K | 0.00% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 9,700 | $280.9K | 0.00% | +1,700+21.3% | Added |
| Lion Street Advisors, LLC | 9,852 | $285.3K | 0.09% | 00.0% | Unchanged |
| Gibson Wealth Advisors LLC | 9,856 | $285.4K | 0.23% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 10,040 | $290.0K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 10,308 | $298.5K | 0.00% | −358−3.4% | Reduced |
| Rahlfs Capital, LLC | 10,423 | $301.9K | 0.30% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 9,531 | $302.7K | 0.01% | 00.0% | Unchanged |
| Creative Planning | 10,607 | $307.2K | 0.00% | +77+0.7% | Added |
| Sanctuary Advisors, LLC | 10,616 | $307.4K | 0.00% | −50.0% | Reduced |
| Yousif Capital Management, LLC | 10,628 | $307.8K | 0.00% | −180−1.7% | Reduced |
| Victory Capital Management Inc | 10,742 | $311.1K | 0.00% | −363−3.3% | Reduced |
| Amundi | 11,413 | $311.3K | 0.00% | −2,336−17.0% | Reduced |
| Naples Global Advisors, LLC | 10,924 | $316.4K | 0.03% | +400+3.8% | Added |
| Semanteon Capital Management, LP | 11,116 | $321.9K | 0.17% | +11,116 | New |
| Balyasny Asset Management LLC | 11,620 | $336.5K | 0.00% | +11,620 | New |
| CWM Advisors, LLC | 11,920 | $345.2K | 0.04% | −715−5.7% | Reduced |
| Campbell & CO Investment Adviser LLC | 12,047 | $348.9K | 0.03% | −1,223−9.2% | Reduced |
| Alps Advisors Inc | 12,260 | $355.1K | 0.00% | +12,260 | New |
| Cubist Systematic Strategies, LLC | 13,330 | $386.0K | 0.01% | +13,330 | New |
| Louisiana State Employees Retirement System | 13,400 | $388.1K | 0.01% | −400−2.9% | Reduced |
| Janus Henderson Group PLC | 13,532 | $390.7K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 13,665 | $395.7K | 0.00% | −104−0.8% | Reduced |
| Royce & Associates LP | 14,641 | $424.0K | 0.00% | +14,641 | New |
| Corebridge Financial, Inc. | 14,991 | $434.1K | 0.00% | −292−1.9% | Reduced |
| Illinois Municipal Retirement Fund | 15,328 | $443.9K | 0.01% | +166+1.1% | Added |
| Intech Investment Management LLC | 15,599 | $451.7K | 0.00% | +4,334+38.5% | Added |
| State of Alaska, Department of Revenue | 15,786 | $457.0K | 0.01% | −353−2.2% | Reduced |
| Verition Fund Management LLC | 16,295 | $471.9K | 0.00% | +8,026+97.1% | Added |
| MetLife Investment Management | 16,994 | $492.1K | 0.00% | −285−1.6% | Reduced |
| Rafferty Asset Management, LLC | 17,034 | $493.3K | 0.00% | −5,006−22.7% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 17,049 | $493.7K | 0.00% | +701+4.3% | Added |
| Comerica Bank | 17,866 | $517.4K | 0.00% | −212−1.2% | Reduced |