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, Q4 2025
Institutional positions in Southside Bancshares Inc as of Dec 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
- 181
- +6 vs. Q3 2025
- Shares held
- 17.1M
- −159.1K (−0.9%) vs. Q3 2025
- Total value
- $520.7M
- +$32.3M (+6.6%) vs. Q3 2025
- New holders
- 27
- 65 more added
- Sold out
- 21
- 67 more reduced
1 institution that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Southside Bancshares Inc; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 18 | $0 | 0.00% | +1+5.9% | Added |
| Covestor Ltd | 6 | $0 | 0.00% | +1+20.0% | Added |
| Keating Financial Advisory Services, Inc. | 1 | $30 | 0.00% | +1 | New |
| Sunbelt Securities, Inc. | 3 | $91 | 0.00% | +3 | New |
| CIBC Private Wealth Group, LLC | 6 | $182 | 0.00% | −1,575−99.6% | Reduced |
| Kilter Group LLC | 9 | $274 | 0.00% | +9 | New |
| Torren Management, LLC | 13 | $395 | 0.00% | +13 | New |
| Financial Consulate, Inc | 15 | $456 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 20 | $608 | 0.00% | −27−57.4% | Reduced |
| MAI Capital Management | 20 | $608 | 0.00% | +20 | New |
| Farmers & Merchants Investments Inc | 21 | $638 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 24 | $729 | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 37 | $1.12K | 0.00% | +26+236.4% | Added |
| Bare Financial Services, Inc | 42 | $1.28K | 0.00% | +42 | New |
| Aster Capital Management (DIFC) Ltd | 42 | $1.28K | 0.00% | +42 | New |
| Massmutual Trust Co FSB | 43 | $1.31K | 0.00% | +43 | New |
| Fifth Third Bancorp | 46 | $1.40K | 0.00% | +4+9.5% | Added |
| SRS Capital Advisors, Inc. | 49 | $1.49K | 0.00% | −785−94.1% | Reduced |
| Cedar Mountain Advisors, LLC | 52 | $1.58K | 0.00% | +47+940.0% | Added |
| Caitong International Asset Management Co., Ltd | 52 | $1.58K | 0.00% | +52 | New |
| Parallel Advisors, LLC | 58 | $1.76K | 0.00% | +58 | New |
| Salomon & Ludwin, LLC | 61 | $1.88K | 0.00% | −294−82.8% | Reduced |
| SBI Securities Co., Ltd. | 64 | $1.95K | 0.00% | +6+10.3% | Added |
| IFP Advisors, Inc | 95 | $2.89K | 0.00% | −74−43.8% | Reduced |
| Parkside Financial Bank & Trust | 107 | $3.25K | 0.00% | +107 | New |
| Rothschild Investment LLC | 112 | $3.40K | 0.00% | +37+49.3% | Added |
| Optiver Holding B.V. | 122 | $3.71K | 0.00% | −70−36.5% | Reduced |
| Harbor Capital Advisors, Inc. | 144 | $4.00K | 0.00% | −2−1.4% | Reduced |
| Allworth Financial LP | 143 | $4.35K | 0.00% | +80+127.0% | Added |
| Essential Partners LLC | 149 | $4.53K | 0.00% | −251−62.7% | Reduced |
| UMA Financial Services, Inc. | 153 | $4.65K | 0.00% | +137+856.3% | Added |
| Smartleaf Asset Management LLC | 192 | $5.93K | 0.00% | +121+170.4% | Added |
| Bessemer Group Inc | 256 | $8.00K | 0.00% | +90+54.2% | Added |
| South State Corp. | 278 | $8.45K | 0.00% | +278 | New |
| Signaturefd, LLC | 297 | $9.03K | 0.00% | +297 | New |
| Rockefeller Capital Management L.P. | 439 | $13.3K | 0.00% | +422+2,482.4% | Added |
| Advisor Group Holdings, Inc. | 459 | $13.9K | 0.00% | −40−8.0% | Reduced |
| US Bancorp | 459 | $13.9K | 0.00% | +283+160.8% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 496 | $15.0K | 0.00% | +119+31.6% | Added |
| Meeder Asset Management Inc | 539 | $16.4K | 0.00% | +39+7.8% | Added |
| Versant Capital Management, Inc | 540 | $16.4K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 581 | $16.5K | 0.00% | +581 | New |
| Pinnacle Wealth Planning Services, Inc. | 578 | $17.6K | 0.00% | +578 | New |
| Nisa Investment Advisors, LLC | 603 | $18.3K | 0.00% | −215−26.3% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 643 | $19.6K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 987 | $30.0K | 0.00% | −11−1.1% | Reduced |
| Tower Research Capital LLC (TRC) | 1,225 | $37.2K | 0.00% | +462+60.6% | Added |
| Aquatic Capital Management LLC | 1,375 | $41.8K | 0.00% | −9,913−87.8% | Reduced |
| Kestra Advisory Services, LLC | 1,494 | $45.4K | 0.00% | +1,494 | New |
| Jones Financial Companies LLLP | 1,570 | $47.7K | 0.00% | +2+0.1% | Added |
| Farther Finance Advisors, LLC | 1,652 | $50.2K | 0.00% | +184+12.5% | Added |
| Sterling Capital Management LLC | 1,671 | $50.8K | 0.00% | −325−16.3% | Reduced |
| GAMMA Investing LLC | 1,809 | $55.0K | 0.00% | +380+26.6% | Added |
| Hantz Financial Services, Inc. | 1,895 | $58.0K | 0.00% | −960−33.6% | Reduced |
| Quest Partners LLC | 1,915 | $58.2K | 0.00% | −5,170−73.0% | Reduced |
| Brown Brothers Harriman & Co | 2,205 | $67.0K | 0.00% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 2,214 | $67.3K | 0.00% | −7,650−77.6% | Reduced |
| Hilltop National Bank | 2,278 | $69.2K | 0.02% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,417 | $73.5K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 2,597 | $78.9K | 0.00% | −229−8.1% | Reduced |
| Quadrant Capital Group LLC | 2,738 | $83.2K | 0.00% | +2,681+4,703.5% | Added |
| Quantbot Technologies LP | 2,932 | $89.1K | 0.00% | −10,822−78.7% | Reduced |
| FMR LLC | 3,157 | $96.0K | 0.00% | +220+7.5% | Added |
| Moisand Fitzgerald Tamayo, LLC | 3,807 | $115.7K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 5,078 | $154.3K | 0.01% | +5,004+6,762.2% | Added |
| KLP Kapitalforvaltning AS | 6,100 | $185.4K | 0.00% | +500+8.9% | Added |
| Oregon Public Employees Retirement Fund | 6,510 | $197.8K | 0.00% | +100+1.6% | Added |
| BNP Paribas Arbitrage, SA | 6,725 | $204.4K | 0.00% | −4,853−41.9% | Reduced |
| Aigen Investment Management, LP | 6,864 | $208.6K | 0.05% | +6,864 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 6,997 | $212.6K | 0.00% | −204−2.8% | Reduced |
| Public Employees Retirement Association of Colorado | 7,116 | $216.0K | 0.00% | 00.0% | Unchanged |
| Bill Few Associates, Inc. | 7,131 | $216.7K | 0.05% | +7,131 | New |
| Teachers Retirement System of the State of Kentucky | 7,176 | $218.0K | 0.00% | −986−12.1% | Reduced |
| CWM, LLC | 7,382 | $224.0K | 0.00% | +1,306+21.5% | Added |
| Ackerman Capital Advisors, LLC | 7,438 | $226.0K | 0.05% | 00.0% | Unchanged |
| Stifel Financial Corp | 7,556 | $229.6K | 0.00% | +7,556 | New |
| Arizona State Retirement System | 7,956 | $241.8K | 0.00% | −538−6.3% | Reduced |
| Yousif Capital Management, LLC | 7,618 | $242.6K | 0.00% | −1,134−13.0% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 7,997 | $243.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 8,082 | $245.6K | 0.00% | −139−1.7% | Reduced |
| Amalgamated Bank | 8,257 | $251.0K | 0.00% | −93−1.1% | Reduced |
| Naples Global Advisors, LLC | 8,292 | $252.0K | 0.02% | −1,100−11.7% | Reduced |
| RMB Capital Management, LLC | 8,311 | $252.6K | 0.00% | +871+11.7% | Added |
| State Board of Administration of Florida Retirement System | 8,403 | $255.4K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 8,435 | $256.3K | 0.10% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 8,597 | $261.0K | 0.00% | −479−5.3% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 8,737 | $265.5K | 0.00% | +191+2.2% | Added |
| Manufacturers Life Insurance Company, The | 9,064 | $275.5K | 0.00% | −1,205−11.7% | Reduced |
| Colony Group, LLC | 9,268 | $281.7K | 0.00% | +9,268 | New |
| Jamison Private Wealth Management, Inc. | 9,412 | $286.0K | 0.03% | +8+0.1% | Added |
| New York State Common Retirement Fund | 9,434 | $286.7K | 0.00% | 00.0% | Unchanged |
| Gibson Wealth Advisors LLC | 9,856 | $299.5K | 0.21% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,091 | $306.7K | 0.00% | +2,677+36.1% | Added |
| Intech Investment Management LLC | 10,268 | $312.0K | 0.00% | −5,300−34.0% | Reduced |
| Integrity Alliance, LLC. | 10,611 | $322.5K | 0.01% | +10,611 | New |
| Sanctuary Advisors, LLC | 10,725 | $325.9K | 0.00% | +41+0.4% | Added |
| GWM Advisors LLC | 11,855 | $360.3K | 0.00% | −240−2.0% | Reduced |
| Mariner, LLC | 11,910 | $362.3K | 0.00% | −20−0.2% | Reduced |
| State of Tennessee, Treasury Department | 11,319 | $364.4K | 0.00% | +3,950+53.6% | Added |
| Redwood Family Wealth LLC | 12,606 | $383.1K | 0.38% | +12,606 | New |