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, Q2 2025
Institutional positions in Southside Bancshares Inc as of Jun 30, 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
- 174
- +3 vs. Q1 2025
- Shares held
- 17.2M
- −197.5K (−1.1%) vs. Q1 2025
- Total value
- $506.3M
- +$2.36M (+0.5%) vs. Q1 2025
- New holders
- 29
- 65 more added
- Sold out
- 26
- 52 more reduced
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Southside Bancshares Inc; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 6 | $0 | 0.00% | −17−73.9% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 5 | $148 | 0.00% | +5 | New |
| Umb Bank N A | 7 | $206 | 0.00% | −83−92.2% | Reduced |
| True Wealth Design, LLC | 11 | $324 | 0.00% | −1−8.3% | Reduced |
| Smartleaf Asset Management LLC | 16 | $470 | 0.00% | −69−81.2% | Reduced |
| Allworth Financial LP | 16 | $471 | 0.00% | +16 | New |
| UMA Financial Services, Inc. | 16 | $471 | 0.00% | +16 | New |
| Fortitude Family Office, LLC | 17 | $500 | 0.00% | +17 | New |
| Fifth Third Bancorp | 18 | $530 | 0.00% | +18 | New |
| Farmers & Merchants Investments Inc | 21 | $618 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 24 | $706 | 0.00% | +24 | New |
| Geneos Wealth Management Inc. | 33 | $971 | 0.00% | +33 | New |
| Essential Partners LLC | 39 | $1.15K | 0.00% | +39 | New |
| Quarry LP | 46 | $1.35K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 73 | $2.15K | 0.00% | +1+1.4% | Added |
| Twin Peaks Wealth Advisors, LLC | 81 | $2.42K | 0.00% | +81 | New |
| Rothschild Investment LLC | 95 | $2.80K | 0.00% | +80+533.3% | Added |
| Clearstead Advisors, LLC | 110 | $3.24K | 0.00% | +110 | New |
| Raymond James Financial Inc | 121 | $3.56K | 0.00% | −9,216−98.7% | Reduced |
| IFP Advisors, Inc | 137 | $4.03K | 0.00% | +137 | New |
| Bessemer Group Inc | 166 | $5.00K | 0.00% | −59−26.2% | Reduced |
| US Bancorp | 176 | $5.18K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 232 | $7.00K | 0.00% | +65+38.9% | Added |
| Russell Investments Group, Ltd. | 275 | $8.09K | 0.00% | +156+131.1% | Added |
| Creative Financial Designs Inc | 286 | $8.41K | 0.00% | +8+2.9% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 412 | $12.0K | 0.00% | +412 | New |
| Advisor Group Holdings, Inc. | 490 | $14.4K | 0.00% | −30−5.8% | Reduced |
| Versant Capital Management, Inc | 540 | $15.9K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 643 | $18.9K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 746 | $22.0K | 0.00% | −353−32.1% | Reduced |
| Sterling Capital Management LLC | 770 | $22.7K | 0.00% | +274+55.2% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 800 | $23.5K | 0.00% | −1,489−65.1% | Reduced |
| EverSource Wealth Advisors, LLC | 947 | $27.9K | 0.00% | +867+1,083.8% | Added |
| Jones Financial Companies LLLP | 1,416 | $41.6K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,441 | $42.4K | 0.00% | +18+1.3% | Added |
| GAMMA Investing LLC | 1,540 | $45.3K | 0.00% | +301+24.3% | Added |
| Hantz Financial Services, Inc. | 2,012 | $59.0K | 0.00% | +1,944+2,858.8% | Added |
| Hilltop National Bank | 2,278 | $67.0K | 0.02% | +2,278 | New |
| Skopos Labs, Inc. | 2,467 | $72.6K | 0.01% | +2,346+1,938.8% | Added |
| FMR LLC | 2,531 | $74.5K | 0.00% | +1,136+81.4% | Added |
| Ameritas Investment Partners, Inc. | 2,903 | $85.4K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,980 | $87.7K | 0.00% | −211−6.6% | Reduced |
| Cubist Systematic Strategies, LLC | 3,650 | $107.4K | 0.00% | −9,680−72.6% | Reduced |
| Point72 Asset Management, L.P. | 3,699 | $108.9K | 0.00% | +3,699 | New |
| Moisand Fitzgerald Tamayo, LLC | 3,807 | $112.0K | 0.01% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 4,238 | $124.7K | 0.01% | −5,293−55.5% | Reduced |
| CWM, LLC | 4,472 | $132.0K | 0.00% | −31−0.7% | Reduced |
| KLP Kapitalforvaltning AS | 5,600 | $164.8K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 5,837 | $171.8K | 0.00% | −18,227−75.7% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 6,451 | $189.9K | 0.00% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 6,510 | $191.6K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 6,736 | $198.2K | 0.01% | −2,066−23.5% | Reduced |
| Hancock Whitney Corp | 6,847 | $201.5K | 0.00% | +6,847 | New |
| Bill Few Associates, Inc. | 6,870 | $202.2K | 0.06% | +6,870 | New |
| First Trust Advisors LP | 6,875 | $202.3K | 0.00% | +6,875 | New |
| Public Employees Retirement Association of Colorado | 7,116 | $209.0K | 0.00% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 7,139 | $210.1K | 0.03% | +7,139 | New |
| Wiley Bros.-Aintree Capital, LLC | 7,191 | $211.6K | 0.00% | +266+3.8% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 7,292 | $214.6K | 0.00% | +7,292 | New |
| State of Tennessee, Treasury Department | 7,369 | $216.9K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,414 | $218.2K | 0.00% | +1,779+31.6% | Added |
| Ackerman Capital Advisors, LLC | 7,438 | $218.9K | 0.05% | +7,438 | New |
| RMB Capital Management, LLC | 7,440 | $219.0K | 0.00% | +7,440 | New |
| Amalgamated Bank | 8,070 | $238.0K | 0.00% | −43−0.5% | Reduced |
| The PNC Financial Services Group, Inc. | 8,173 | $240.5K | 0.00% | +218+2.7% | Added |
| Maryland State Retirement & Pension System | 8,304 | $244.4K | 0.01% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 8,401 | $247.2K | 0.00% | −18,872−69.2% | Reduced |
| State Board of Administration of Florida Retirement System | 8,403 | $247.3K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 8,431 | $248.1K | 0.00% | +171+2.1% | Added |
| Kovitz Investment Group Partners, LLC | 8,436 | $248.3K | 0.00% | −59−0.7% | Reduced |
| Mariner, LLC | 8,849 | $260.4K | 0.00% | +1,541+21.1% | Added |
| New York State Teachers Retirement System | 9,182 | $270.0K | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 9,198 | $270.7K | 0.00% | −1,544−14.4% | Reduced |
| Trexquant Investment LP | 9,297 | $273.6K | 0.00% | −14,799−61.4% | Reduced |
| Jamison Private Wealth Management, Inc. | 9,395 | $276.5K | 0.04% | +19+0.2% | Added |
| Ieq Capital, LLC | 9,408 | $276.9K | 0.00% | +1,324+16.4% | Added |
| Rahlfs Capital, LLC | 9,423 | $277.3K | 0.25% | −1,000−9.6% | Reduced |
| New York State Common Retirement Fund | 9,434 | $277.6K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 9,570 | $281.6K | 0.01% | +3,852+67.4% | Added |
| Balyasny Asset Management LLC | 9,648 | $283.9K | 0.00% | −1,972−17.0% | Reduced |
| Lion Street Advisors, LLC | 9,852 | $289.9K | 0.09% | 00.0% | Unchanged |
| Gibson Wealth Advisors LLC | 9,856 | $290.1K | 0.22% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 10,040 | $296.0K | 0.00% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 10,425 | $306.8K | 0.03% | −499−4.6% | Reduced |
| Sanctuary Advisors, LLC | 10,617 | $312.5K | 0.00% | +10.0% | Added |
| Yousif Capital Management, LLC | 10,628 | $312.8K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 10,689 | $314.6K | 0.00% | +82+0.8% | Added |
| Manufacturers Life Insurance Company, The | 11,014 | $324.1K | 0.00% | +706+6.8% | Added |
| Intech Investment Management LLC | 11,447 | $336.9K | 0.00% | −4,152−26.6% | Reduced |
| EntryPoint Capital, LLC | 11,472 | $337.6K | 0.17% | +11,472 | New |
| GWM Advisors LLC | 12,091 | $355.8K | 0.00% | +12,091 | New |
| Quest Partners LLC | 12,354 | $363.6K | 0.04% | +10,119+452.8% | Added |
| Alps Advisors Inc | 12,410 | $365.2K | 0.00% | +150+1.2% | Added |
| Squarepoint Ops LLC | 12,511 | $368.2K | 0.00% | +3,637+41.0% | Added |
| CWM Advisors, LLC | 13,204 | $388.6K | 0.04% | +1,284+10.8% | Added |
| Louisiana State Employees Retirement System | 13,300 | $391.4K | 0.01% | −100−0.7% | Reduced |
| ExodusPoint Capital Management, LP | 13,459 | $396.0K | 0.00% | +13,459 | New |
| Janus Henderson Group PLC | 13,532 | $398.4K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 13,774 | $405.4K | 0.00% | +109+0.8% | Added |
| Engineers Gate Manager LP | 15,025 | $442.2K | 0.01% | +15,025 | New |