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 |
|---|---|---|---|---|---|
| Lion Street Advisors, LLC | 9,852 | $285.3K | 0.09% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 9,700 | $280.9K | 0.00% | +1,700+21.3% | Added |
| New York State Common Retirement Fund | 9,434 | $273.2K | 0.00% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 9,376 | $271.5K | 0.04% | −195−2.0% | Reduced |
| Raymond James Financial Inc | 9,337 | $270.4K | 0.00% | −1,268−12.0% | Reduced |
| New York State Teachers Retirement System | 9,182 | $266.0K | 0.00% | +1,244+15.7% | Added |
| Squarepoint Ops LLC | 8,874 | $257.0K | 0.00% | −14,017−61.2% | Reduced |
| Tudor Investment Corp Et Al | 8,868 | $256.8K | 0.00% | −37,001−80.7% | Reduced |
| Quantbot Technologies LP | 8,802 | $254.9K | 0.01% | +4,912+126.3% | Added |
| Kovitz Investment Group Partners, LLC | 8,495 | $246.0K | 0.00% | −36−0.4% | Reduced |
| State Board of Administration of Florida Retirement System | 8,403 | $243.4K | 0.00% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 8,304 | $240.5K | 0.01% | −1,303−13.6% | Reduced |
| Arizona State Retirement System | 8,260 | $239.2K | 0.00% | −85−1.0% | Reduced |
| Qube Research & Technologies Ltd | 8,124 | $235.3K | 0.00% | −17,148−67.9% | Reduced |
| Amalgamated Bank | 8,113 | $235.0K | 0.00% | −217−2.6% | Reduced |
| Ieq Capital, LLC | 8,084 | $234.1K | 0.00% | +8,084 | New |
| The PNC Financial Services Group, Inc. | 7,955 | $230.4K | 0.00% | −139−1.7% | Reduced |
| State of Tennessee, Treasury Department | 7,369 | $213.4K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 7,308 | $211.6K | 0.00% | −1,882−20.5% | Reduced |
| Public Employees Retirement Association of Colorado | 7,116 | $206.0K | 0.00% | 00.0% | Unchanged |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 7,045 | $204.0K | 0.00% | +7,045 | New |
| Wiley Bros.-Aintree Capital, LLC | 6,925 | $200.1K | 0.00% | +16+0.2% | Added |
| Oregon Public Employees Retirement Fund | 6,510 | $188.5K | 0.00% | −200−3.0% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 6,451 | $186.8K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 5,718 | $165.6K | 0.00% | +575+11.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,635 | $163.2K | 0.00% | −3,582−38.9% | Reduced |
| KLP Kapitalforvaltning AS | 5,600 | $162.2K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 5,022 | $145.0K | 0.00% | −247−4.7% | Reduced |
| CWM, LLC | 4,503 | $130.0K | 0.00% | −281−5.9% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 3,807 | $110.3K | 0.02% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,191 | $92.4K | 0.00% | +1,920+151.1% | Added |
| Ameritas Investment Partners, Inc. | 2,903 | $84.1K | 0.00% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 2,289 | $66.3K | 0.02% | +2,289 | New |
| Quest Partners LLC | 2,235 | $64.7K | 0.01% | +2,234+223,400.0% | Added |
| Farther Finance Advisors, LLC | 1,423 | $41.1K | 0.00% | +17+1.2% | Added |
| Jones Financial Companies LLLP | 1,416 | $40.9K | 0.00% | +84+6.3% | Added |
| FMR LLC | 1,395 | $40.4K | 0.00% | +123+9.7% | Added |
| GAMMA Investing LLC | 1,239 | $35.9K | 0.00% | −98−7.3% | Reduced |
| Nisa Investment Advisors, LLC | 1,099 | $31.8K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 1,003 | $29.0K | 0.00% | +1,003 | New |
| Chilton Capital Management LLC | 690 | $20.0K | 0.00% | +690 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 643 | $18.6K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 540 | $15.6K | 0.00% | −19−3.4% | Reduced |
| Advisor Group Holdings, Inc. | 520 | $15.1K | 0.00% | +130+33.3% | Added |
| Sterling Capital Management LLC | 496 | $14.4K | 0.00% | −423−46.0% | Reduced |
| Creative Financial Designs Inc | 278 | $8.06K | 0.00% | +3+1.1% | Added |
| Coldstream Capital Management Inc | 248 | $7.18K | 0.00% | +248 | New |
| Bessemer Group Inc | 225 | $7.00K | 0.00% | +185+462.5% | Added |
| US Bancorp | 176 | $5.10K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 167 | $5.00K | 0.00% | +167 | New |
| Skopos Labs, Inc. | 121 | $3.50K | 0.00% | +121 | New |
| Russell Investments Group, Ltd. | 119 | $3.45K | 0.00% | −254−68.1% | Reduced |
| Umb Bank N A | 90 | $2.61K | 0.00% | +83+1,185.7% | Added |
| Smartleaf Asset Management LLC | 85 | $2.46K | 0.00% | −622−88.0% | Reduced |
| EverSource Wealth Advisors, LLC | 80 | $2.32K | 0.00% | +60+300.0% | Added |
| SBI Securities Co., Ltd. | 72 | $2.08K | 0.00% | +5+7.5% | Added |
| Hantz Financial Services, Inc. | 68 | $2.00K | 0.00% | +68 | New |
| Quadrant Capital Group LLC | 57 | $1.65K | 0.00% | −36−38.7% | Reduced |
| Quarry LP | 46 | $1.33K | 0.00% | −5−9.8% | Reduced |
| Covestor Ltd | 23 | $1.00K | 0.00% | +7+43.8% | Added |
| Boston Private Wealth LLC | 23 | $666 | 0.00% | +23 | New |
| Farmers & Merchants Investments Inc | 21 | $608 | 0.00% | 00.0% | Unchanged |
| HWG Holdings LP | 16 | $463 | 0.00% | +16 | New |
| Parkside Financial Bank & Trust | 15 | $435 | 0.00% | +10+200.0% | Added |
| Stephens Consulting, LLC | 15 | $435 | 0.00% | +15 | New |
| Rothschild Investment LLC | 15 | $434 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 12 | $348 | 0.00% | +12 | New |
| Massmutual Trust Co FSB | 10 | $290 | 0.00% | +10 | New |
| Larson Financial Group LLC | 1 | $29 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 8 | $0 | 0.00% | +8 | New |
| Militia Capital Partners, LP | 54 | – | – | +14+35.0% | Added |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −21,594−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −14,850−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −14,404−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −6,849−100.0% | Sold out |
| Public Employees Retirement System of Ohio | 0 | $0 | 0.00% | −634−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −345−100.0% | Sold out |
| GeoWealth Management, LLC | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |
| Hilltop National Bank | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |