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 |
|---|---|---|---|---|---|
| Naples Global Advisors, LLC | 9,392 | $265.3K | 0.02% | −1,033−9.9% | Reduced |
| Ameritas Advisory Services, LLC | 9,312 | $263.1K | 0.02% | +5,074+119.7% | Added |
| New York State Teachers Retirement System | 9,076 | $256.0K | 0.00% | −106−1.2% | Reduced |
| Tudor Investment Corp Et Al | 8,980 | $253.7K | 0.00% | +8,980 | New |
| Yousif Capital Management, LLC | 8,752 | $247.2K | 0.00% | −1,876−17.7% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 8,546 | $241.4K | 0.00% | +1,355+18.8% | Added |
| Susquehanna International Group, LLP | 8,536 | $241.1K | 0.00% | −34,355−80.1% | Reduced |
| Arizona State Retirement System | 8,494 | $240.0K | 0.00% | +63+0.7% | Added |
| EntryPoint Capital, LLC | 8,435 | $238.3K | 0.09% | −3,037−26.5% | Reduced |
| Kovitz Investment Group Partners, LLC | 8,417 | $237.8K | 0.00% | −19−0.2% | Reduced |
| State Board of Administration of Florida Retirement System | 8,403 | $237.4K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 8,350 | $236.0K | 0.00% | +280+3.5% | Added |
| The PNC Financial Services Group, Inc. | 8,221 | $232.2K | 0.00% | +48+0.6% | Added |
| Teachers Retirement System of the State of Kentucky | 8,162 | $231.0K | 0.00% | −1,878−18.7% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 7,997 | $225.9K | 0.00% | +1,546+24.0% | Added |
| Brevan Howard Capital Management LP | 7,900 | $223.2K | 0.00% | +7,900 | New |
| RMB Capital Management, LLC | 7,440 | $210.2K | 0.00% | 00.0% | Unchanged |
| Ackerman Capital Advisors, LLC | 7,438 | $210.1K | 0.04% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,414 | $209.4K | 0.00% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 7,369 | $208.2K | 0.00% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 7,201 | $203.4K | 0.00% | −91−1.2% | Reduced |
| Public Employees Retirement Association of Colorado | 7,116 | $201.0K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 7,085 | $200.2K | 0.01% | −5,269−42.7% | Reduced |
| Oregon Public Employees Retirement Fund | 6,410 | $181.1K | 0.00% | −100−1.5% | Reduced |
| CWM, LLC | 6,076 | $172.0K | 0.00% | +1,604+35.9% | Added |
| KLP Kapitalforvaltning AS | 5,600 | $158.2K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 3,807 | $107.5K | 0.01% | 00.0% | Unchanged |
| FMR LLC | 2,937 | $83.0K | 0.00% | +406+16.0% | Added |
| Hantz Financial Services, Inc. | 2,855 | $81.0K | 0.00% | +843+41.9% | Added |
| Russell Investments Group, Ltd. | 2,826 | $79.8K | 0.00% | +2,551+927.6% | Added |
| Ameritas Investment Partners, Inc. | 2,417 | $68.3K | 0.00% | −486−16.7% | Reduced |
| Hilltop National Bank | 2,278 | $64.4K | 0.02% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 2,205 | $62.3K | 0.00% | −3,632−62.2% | Reduced |
| Sterling Capital Management LLC | 1,996 | $56.4K | 0.00% | +1,226+159.2% | Added |
| Pacifica Partners Inc. | 2,000 | $55.6K | 0.02% | +2,000 | New |
| Jones Financial Companies LLLP | 1,568 | $45.5K | 0.00% | +152+10.7% | Added |
| CIBC Private Wealth Group, LLC | 1,581 | $44.7K | 0.00% | +1,581 | New |
| Farther Finance Advisors, LLC | 1,468 | $41.5K | 0.00% | +27+1.9% | Added |
| GAMMA Investing LLC | 1,429 | $40.4K | 0.00% | −111−7.2% | Reduced |
| EverSource Wealth Advisors, LLC | 998 | $28.2K | 0.00% | +51+5.4% | Added |
| SRS Capital Advisors, Inc. | 834 | $23.6K | 0.00% | +834 | New |
| Nisa Investment Advisors, LLC | 818 | $23.1K | 0.00% | +72+9.7% | Added |
| Tower Research Capital LLC (TRC) | 763 | $21.6K | 0.00% | −2,217−74.4% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 643 | $18.2K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 499 | $15.3K | 0.00% | +9+1.8% | Added |
| Versant Capital Management, Inc | 540 | $15.3K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 500 | $14.1K | 0.00% | +500 | New |
| Essential Partners LLC | 400 | $11.3K | 0.00% | +361+925.6% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 377 | $11.0K | 0.00% | −35−8.5% | Reduced |
| Salomon & Ludwin, LLC | 355 | $10.0K | 0.00% | +355 | New |
| Creative Financial Designs Inc | 289 | $8.17K | 0.00% | +3+1.0% | Added |
| Optiver Holding B.V. | 192 | $5.42K | 0.00% | +192 | New |
| Bessemer Group Inc | 166 | $5.00K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 176 | $4.97K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 169 | $4.77K | 0.00% | +32+23.4% | Added |
| Harbor Capital Advisors, Inc. | 146 | $4.00K | 0.00% | −86−37.1% | Reduced |
| Quarry LP | 132 | $3.73K | 0.00% | +86+187.0% | Added |
| Clearstead Advisors, LLC | 122 | $3.45K | 0.00% | +12+10.9% | Added |
| Rothschild Investment LLC | 75 | $2.12K | 0.00% | −20−21.1% | Reduced |
| Larson Financial Group LLC | 74 | $2.09K | 0.00% | +74 | New |
| Smartleaf Asset Management LLC | 71 | $2.01K | 0.00% | +55+343.8% | Added |
| Allworth Financial LP | 63 | $1.78K | 0.00% | +47+293.8% | Added |
| SBI Securities Co., Ltd. | 58 | $1.64K | 0.00% | −15−20.5% | Reduced |
| Quadrant Capital Group LLC | 57 | $1.61K | 0.00% | +57 | New |
| True Wealth Design, LLC | 47 | $1.33K | 0.00% | +36+327.3% | Added |
| Fifth Third Bancorp | 42 | $1.19K | 0.00% | +24+133.3% | Added |
| Global Retirement Partners, LLC | 24 | $678 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 21 | $593 | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 17 | $482 | 0.00% | +17 | New |
| UMA Financial Services, Inc. | 16 | $452 | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 15 | $424 | 0.00% | +15 | New |
| Financial Consulate, Inc | 15 | $424 | 0.00% | +15 | New |
| Umb Bank N A | 11 | $311 | 0.00% | +4+57.1% | Added |
| Cedar Mountain Advisors, LLC | 5 | $141 | 0.00% | +5 | New |
| Covestor Ltd | 5 | $0 | 0.00% | −1−16.7% | Reduced |
| Avion Wealth | 17 | $0 | 0.00% | +17 | New |
| NFJ Investment Group, LLC | 0 | $0 | 0.00% | −58,375−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −23,913−100.0% | Sold out |
| Enclave Advisors LLC | 0 | $0 | 0.00% | −21,478−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −16,083−100.0% | Sold out |
| Alps Advisors Inc | 0 | $0 | 0.00% | −12,410−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −9,648−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −9,297−100.0% | Sold out |
| Victory Capital Management Inc | 0 | $0 | 0.00% | −9,198−100.0% | Sold out |
| Maryland State Retirement & Pension System | 0 | $0 | 0.00% | −8,304−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −7,139−100.0% | Sold out |
| First Trust Advisors LP | 0 | $0 | 0.00% | −6,875−100.0% | Sold out |
| Bill Few Associates, Inc. | 0 | $0 | 0.00% | −6,870−100.0% | Sold out |
| Hancock Whitney Corp | 0 | $0 | 0.00% | −6,847−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −3,699−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −3,650−100.0% | Sold out |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −2,467−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Raymond James Financial Inc | 0 | $0 | 0.00% | −121−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −81−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −33−100.0% | Sold out |
| Fortitude Family Office, LLC | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Annis Gardner Whiting Capital Advisors, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |