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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, 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.

Institutional holdersQ3 2025: 176 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 heldQ3 2025: $488.8M
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, Q3 2025

Shares, value and share of portfolio for each institution holding Southside Bancshares Inc; share changes are against Q2 2025.

Institutions holding SBSI in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Illinois Municipal Retirement Fund15,458$436.7K0.01%+321+2.1%Added
Intech Investment Management LLC15,568$439.8K0.00%+4,121+36.0%Added
Toroso Investments, LLC15,982$451.5K0.00%+235+1.5%Added
CWM Advisors, LLC16,121$455.4K0.04%+2,917+22.1%Added
Engineers Gate Manager LP16,503$466.2K0.01%+1,478+9.8%Added
MetLife Investment Management16,994$480.1K0.00%00.0%Unchanged
Comerica Bank17,856$504.4K0.00%−776−4.2%Reduced
Quantinno Capital Management LP18,368$518.9K0.00%+18,368New
HRT Financial LP19,900$562.0K0.00%+19,900New
Thrivent Financial for Lutherans20,399$576.0K0.00%−3,113−13.2%Reduced
Rafferty Asset Management, LLC20,538$580.2K0.00%+2,060+11.1%Added
Hennion & Walsh Asset Management, Inc.21,784$615.4K0.02%+1,176+5.7%Added
LPL Financial LLC21,868$617.8K0.00%−714−3.2%Reduced
Pinnacle Associates Ltd22,594$638.3K0.01%−4,210−15.7%Reduced
Citigroup Inc22,847$645.4K0.00%−16,503−41.9%Reduced
Campbell & CO Investment Adviser LLC24,008$678.2K0.05%+2,015+9.2%Added
Solutions 4 Wealth, Ltd24,242$684.8K1.06%00.0%Unchanged
Deutsche Bank AG24,343$687.7K0.00%+4,416+22.2%Added
Empowered Funds, LLC24,603$695.0K0.01%−9,896−28.7%Reduced
California State Teachers Retirement System26,569$750.6K0.00%+10.0%Added
Great West Life Assurance Co26,943$762.0K0.00%−30.0%Reduced
Wedge Capital Management L L P27,084$765.1K0.01%−361−1.3%Reduced
ExodusPoint Capital Management, LP27,202$768.5K0.01%+13,743+102.1%Added
Connor, Clark & Lunn Investment Management Ltd.31,497$889.8K0.00%−6,648−17.4%Reduced
Voya Investment Management LLC32,753$925.3K0.00%−4,700−12.5%Reduced
Captrust Financial Advisors35,764$1.01M0.00%+91+0.3%Added
Royce & Associates LP36,401$1.03M0.01%+11,201+44.4%Added
Qube Research & Technologies Ltd36,963$1.04M0.00%+36,963New
Squarepoint Ops LLC37,690$1.06M0.00%+25,179+201.3%Added
Alliancebernstein L.P.39,050$1.10M0.00%−197−0.5%Reduced
Price T Rowe Associates Inc39,688$1.12M0.00%+3,584+9.9%Added
Barclays PLC42,198$1.19M0.00%−20,853−33.1%Reduced
Prudential Financial Inc43,693$1.23M0.00%+13,200+43.3%Added
Bridgeway Capital Management, LLC44,103$1.25M0.03%−19,896−31.1%Reduced
Jane Street Group, LLC46,129$1.30M0.00%+18,425+66.5%Added
Mackenzie Financial Corp47,390$1.34M0.00%+47,390New
Fisher Asset Management, LLC53,630$1.52M0.00%−80.0%Reduced
Pingora Partners LLC53,845$1.52M1.01%−600−1.1%Reduced
Ameriprise Financial Inc54,857$1.55M0.00%−1,117−2.0%Reduced
Swiss National Bank55,818$1.58M0.00%00.0%Unchanged
Bayview Asset Management, LLC57,500$1.62M1.25%+57,500New
UBS Asset Management Americas Inc58,491$1.65M0.00%−35,422−37.7%Reduced
Wells Fargo & Company61,093$1.73M0.00%+4,548+8.0%Added
Polaris Capital Management, LLC61,500$1.74M0.11%00.0%Unchanged
Kestrel Investment Management Corp71,900$2.03M1.15%00.0%Unchanged
Legal & General Group Plc78,448$2.22M0.00%−340.0%Reduced
Rhumbline Advisers83,921$2.37M0.00%−883−1.0%Reduced
Nuveen, LLC86,660$2.45M0.00%−32,945−27.5%Reduced
Citadel Advisors LLC88,844$2.51M0.00%−14,968−14.4%Reduced
State of New Jersey Common Pension Fund D92,388$2.61M0.01%+25,409+37.9%Added
Bank of America Corp95,285$2.69M0.00%+26,766+39.1%Added
Public Sector Pension Investment Board110,316$3.12M0.01%+13,340+13.8%Added
Principal Financial Group Inc136,571$3.86M0.00%−4,277−3.0%Reduced
Arrowstreet Capital, Limited Partnership138,427$3.91M0.00%−4,528−3.2%Reduced
AQR Capital Management LLC142,129$4.02M0.00%+26,922+23.4%Added
Two Sigma Investments, LP152,603$4.31M0.01%+18,462+13.8%Added
ProShare Advisors LLC206,065$5.82M0.01%−11,936−5.5%Reduced
Third Avenue Management LLC209,426$5.83M1.09%00.0%Unchanged
Two Sigma Advisers, LP231,500$6.54M0.01%+45,100+24.2%Added
Millennium Management LLC251,429$7.10M0.01%+199,930+388.2%Added
Morgan Stanley252,452$7.13M0.00%−8,041−3.1%Reduced
Royal Bank of Canada269,262$7.61M0.00%−8,366−3.0%Reduced
Invesco Ltd.274,456$7.75M0.00%−15,757−5.4%Reduced
Bank of New York Mellon Corp281,041$7.94M0.00%−10,361−3.6%Reduced
JPMorgan Chase & Co302,627$8.55M0.00%−4,943−1.6%Reduced
Goldman Sachs Group Inc315,038$8.90M0.00%+21,055+7.2%Added
Northern Trust Corp327,237$9.24M0.00%−4,857−1.5%Reduced
American Century Companies Inc353,691$9.99M0.01%+905+0.3%Added
Charles Schwab Investment Management Inc368,624$10.4M0.00%+40,523+12.4%Added
UBS Group AG387,525$10.9M0.00%−13,383−3.3%Reduced
Renaissance Technologies LLC506,885$14.3M0.02%−67,700−11.8%Reduced
Geode Capital Management, LLC689,288$19.5M0.00%−503−0.1%Reduced
State Street Corp1,300,903$36.8M0.00%+35,595+2.8%Added
Dimensional Fund Advisors LP1,382,523$39.1M0.01%+5,237+0.4%Added
Vanguard Group Inc2,000,369$56.5M0.00%+4,409+0.2%Added
BlackRock, Inc.4,121,346$116.4M0.00%−156,343−3.7%Reduced
NFJ Investment Group, LLC0$00.00%−58,375−100.0%Sold out
XTX Topco Ltd0$00.00%−23,913−100.0%Sold out
Enclave Advisors LLC0$00.00%−21,478−100.0%Sold out
D. E. Shaw & Co., Inc.0$00.00%−16,083−100.0%Sold out
Alps Advisors Inc0$00.00%−12,410−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−9,648−100.0%Sold out
Trexquant Investment LP0$00.00%−9,297−100.0%Sold out
Victory Capital Management Inc0$00.00%−9,198−100.0%Sold out
Maryland State Retirement & Pension System0$00.00%−8,304−100.0%Sold out
Aigen Investment Management, LP0$00.00%−7,139−100.0%Sold out
First Trust Advisors LP0$00.00%−6,875−100.0%Sold out
Bill Few Associates, Inc.0$00.00%−6,870−100.0%Sold out
Hancock Whitney Corp0$00.00%−6,847−100.0%Sold out
Point72 Asset Management, L.P.0$00.00%−3,699−100.0%Sold out
Cubist Systematic Strategies, LLC0$00.00%−3,650−100.0%Sold out
Skopos Labs, Inc.0$00.00%−2,467−100.0%Sold out
Point72 Asia (Singapore) Pte. Ltd.0$00.00%−800−100.0%Sold out
Raymond James Financial Inc0$00.00%−121−100.0%Sold out
Twin Peaks Wealth Advisors, LLC0$00.00%−81−100.0%Sold out
Geneos Wealth Management Inc.0$00.00%−33−100.0%Sold out
Fortitude Family Office, LLC0$00.00%−17−100.0%Sold out
Annis Gardner Whiting Capital Advisors, LLC0$00.00%−5−100.0%Sold out