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, Q3 2025
Institutional positions in Southside Bancshares Inc as of Sep 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
- 176
- +2 vs. Q2 2025
- Shares held
- 17.3M
- +95.9K (+0.6%) vs. Q2 2025
- Total value
- $488.8M
- −$17.5M (−3.5%) vs. Q2 2025
- New holders
- 24
- 68 more added
- Sold out
- 22
- 58 more reduced
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Southside Bancshares Inc; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 5 | $0 | 0.00% | −1−16.7% | Reduced |
| Avion Wealth | 17 | $0 | 0.00% | +17 | New |
| Cedar Mountain Advisors, LLC | 5 | $141 | 0.00% | +5 | New |
| Umb Bank N A | 11 | $311 | 0.00% | +4+57.1% | Added |
| Advisory Services Network, LLC | 15 | $424 | 0.00% | +15 | New |
| Financial Consulate, Inc | 15 | $424 | 0.00% | +15 | New |
| UMA Financial Services, Inc. | 16 | $452 | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 17 | $482 | 0.00% | +17 | New |
| Farmers & Merchants Investments Inc | 21 | $593 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 24 | $678 | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 42 | $1.19K | 0.00% | +24+133.3% | Added |
| True Wealth Design, LLC | 47 | $1.33K | 0.00% | +36+327.3% | Added |
| Quadrant Capital Group LLC | 57 | $1.61K | 0.00% | +57 | New |
| SBI Securities Co., Ltd. | 58 | $1.64K | 0.00% | −15−20.5% | Reduced |
| Allworth Financial LP | 63 | $1.78K | 0.00% | +47+293.8% | Added |
| Smartleaf Asset Management LLC | 71 | $2.01K | 0.00% | +55+343.8% | Added |
| Larson Financial Group LLC | 74 | $2.09K | 0.00% | +74 | New |
| Rothschild Investment LLC | 75 | $2.12K | 0.00% | −20−21.1% | Reduced |
| Clearstead Advisors, LLC | 122 | $3.45K | 0.00% | +12+10.9% | Added |
| Quarry LP | 132 | $3.73K | 0.00% | +86+187.0% | Added |
| Harbor Capital Advisors, Inc. | 146 | $4.00K | 0.00% | −86−37.1% | Reduced |
| IFP Advisors, Inc | 169 | $4.77K | 0.00% | +32+23.4% | Added |
| US Bancorp | 176 | $4.97K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 166 | $5.00K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 192 | $5.42K | 0.00% | +192 | New |
| Creative Financial Designs Inc | 289 | $8.17K | 0.00% | +3+1.0% | Added |
| Salomon & Ludwin, LLC | 355 | $10.0K | 0.00% | +355 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 377 | $11.0K | 0.00% | −35−8.5% | Reduced |
| Essential Partners LLC | 400 | $11.3K | 0.00% | +361+925.6% | Added |
| Meeder Asset Management Inc | 500 | $14.1K | 0.00% | +500 | New |
| Versant Capital Management, Inc | 540 | $15.3K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 499 | $15.3K | 0.00% | +9+1.8% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 643 | $18.2K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 763 | $21.6K | 0.00% | −2,217−74.4% | Reduced |
| Nisa Investment Advisors, LLC | 818 | $23.1K | 0.00% | +72+9.7% | Added |
| SRS Capital Advisors, Inc. | 834 | $23.6K | 0.00% | +834 | New |
| EverSource Wealth Advisors, LLC | 998 | $28.2K | 0.00% | +51+5.4% | Added |
| GAMMA Investing LLC | 1,429 | $40.4K | 0.00% | −111−7.2% | Reduced |
| Farther Finance Advisors, LLC | 1,468 | $41.5K | 0.00% | +27+1.9% | Added |
| CIBC Private Wealth Group, LLC | 1,581 | $44.7K | 0.00% | +1,581 | New |
| Jones Financial Companies LLLP | 1,568 | $45.5K | 0.00% | +152+10.7% | Added |
| Pacifica Partners Inc. | 2,000 | $55.6K | 0.02% | +2,000 | New |
| Sterling Capital Management LLC | 1,996 | $56.4K | 0.00% | +1,226+159.2% | Added |
| Brown Brothers Harriman & Co | 2,205 | $62.3K | 0.00% | −3,632−62.2% | Reduced |
| Hilltop National Bank | 2,278 | $64.4K | 0.02% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,417 | $68.3K | 0.00% | −486−16.7% | Reduced |
| Russell Investments Group, Ltd. | 2,826 | $79.8K | 0.00% | +2,551+927.6% | Added |
| Hantz Financial Services, Inc. | 2,855 | $81.0K | 0.00% | +843+41.9% | Added |
| FMR LLC | 2,937 | $83.0K | 0.00% | +406+16.0% | Added |
| Moisand Fitzgerald Tamayo, LLC | 3,807 | $107.5K | 0.01% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 5,600 | $158.2K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 6,076 | $172.0K | 0.00% | +1,604+35.9% | Added |
| Oregon Public Employees Retirement Fund | 6,410 | $181.1K | 0.00% | −100−1.5% | Reduced |
| Quest Partners LLC | 7,085 | $200.2K | 0.01% | −5,269−42.7% | Reduced |
| Public Employees Retirement Association of Colorado | 7,116 | $201.0K | 0.00% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 7,201 | $203.4K | 0.00% | −91−1.2% | Reduced |
| State of Tennessee, Treasury Department | 7,369 | $208.2K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,414 | $209.4K | 0.00% | 00.0% | Unchanged |
| Ackerman Capital Advisors, LLC | 7,438 | $210.1K | 0.04% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 7,440 | $210.2K | 0.00% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 7,900 | $223.2K | 0.00% | +7,900 | New |
| Police & Firemen's Retirement System of New Jersey | 7,997 | $225.9K | 0.00% | +1,546+24.0% | Added |
| Teachers Retirement System of the State of Kentucky | 8,162 | $231.0K | 0.00% | −1,878−18.7% | Reduced |
| The PNC Financial Services Group, Inc. | 8,221 | $232.2K | 0.00% | +48+0.6% | Added |
| Amalgamated Bank | 8,350 | $236.0K | 0.00% | +280+3.5% | Added |
| State Board of Administration of Florida Retirement System | 8,403 | $237.4K | 0.00% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 8,417 | $237.8K | 0.00% | −19−0.2% | Reduced |
| EntryPoint Capital, LLC | 8,435 | $238.3K | 0.09% | −3,037−26.5% | Reduced |
| Arizona State Retirement System | 8,494 | $240.0K | 0.00% | +63+0.7% | Added |
| Susquehanna International Group, LLP | 8,536 | $241.1K | 0.00% | −34,355−80.1% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 8,546 | $241.4K | 0.00% | +1,355+18.8% | Added |
| Yousif Capital Management, LLC | 8,752 | $247.2K | 0.00% | −1,876−17.7% | Reduced |
| Tudor Investment Corp Et Al | 8,980 | $253.7K | 0.00% | +8,980 | New |
| New York State Teachers Retirement System | 9,076 | $256.0K | 0.00% | −106−1.2% | Reduced |
| Ameritas Advisory Services, LLC | 9,312 | $263.1K | 0.02% | +5,074+119.7% | Added |
| Naples Global Advisors, LLC | 9,392 | $265.3K | 0.02% | −1,033−9.9% | Reduced |
| Jamison Private Wealth Management, Inc. | 9,404 | $265.7K | 0.03% | +9+0.1% | Added |
| Rahlfs Capital, LLC | 9,423 | $266.2K | 0.21% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 9,434 | $266.5K | 0.00% | 00.0% | Unchanged |
| Gibson Wealth Advisors LLC | 9,856 | $278.4K | 0.20% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 9,864 | $278.7K | 0.00% | −9,600−49.3% | Reduced |
| SG Americas Securities, LLC | 10,094 | $285.0K | 0.00% | +10,094 | New |
| Manufacturers Life Insurance Company, The | 10,269 | $290.1K | 0.00% | −745−6.8% | Reduced |
| Sanctuary Advisors, LLC | 10,684 | $301.8K | 0.00% | +67+0.6% | Added |
| Aquatic Capital Management LLC | 11,288 | $318.9K | 0.01% | +1,718+18.0% | Added |
| BNP Paribas Arbitrage, SA | 11,578 | $327.1K | 0.00% | +3,177+37.8% | Added |
| Mariner, LLC | 11,930 | $337.0K | 0.00% | +3,081+34.8% | Added |
| GWM Advisors LLC | 12,095 | $341.7K | 0.00% | +40.0% | Added |
| Creative Planning | 12,558 | $354.8K | 0.00% | +1,869+17.5% | Added |
| Louisiana State Employees Retirement System | 13,000 | $367.3K | 0.01% | −300−2.3% | Reduced |
| Man Group plc | 13,293 | $375.5K | 0.00% | +13,293 | New |
| Janus Henderson Group PLC | 13,532 | $382.2K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 13,560 | $383.1K | 0.00% | +13,560 | New |
| Quantbot Technologies LP | 13,754 | $388.6K | 0.01% | +7,018+104.2% | Added |
| HighTower Advisors, LLC | 13,788 | $389.5K | 0.00% | +14+0.1% | Added |
| Dynamic Technology Lab Private Ltd | 14,068 | $397.0K | 0.07% | +14,068 | New |
| Marshall Wace, LLP | 14,698 | $415.2K | 0.00% | −10,146−40.8% | Reduced |
| Ieq Capital, LLC | 14,744 | $416.5K | 0.00% | +5,336+56.7% | Added |
| Lion Street Advisors, LLC | 10,276 | $424.6K | 0.15% | +424+4.3% | Added |
| State of Alaska, Department of Revenue | 15,439 | $435.0K | 0.00% | −1,484−8.8% | Reduced |