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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, Q1 2026

Institutional positions in Southside Bancshares Inc as of Mar 31, 2026. 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
184
+8 vs. Q4 2025
Shares held
17.1M
+1.99M (+13.2%) vs. Q4 2025
Total value
$530.2M
+$72.3M (+15.8%) vs. Q4 2025
New holders
22
65 more added
Sold out
14
61 more reduced

5 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2026: 184 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 heldQ1 2026: $530.2M
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, Q1 2026

Shares, value and share of portfolio for each institution holding Southside Bancshares Inc; share changes are against Q4 2025.

Institutions holding SBSI in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock, Inc.4,201,496$130.6M0.00%−73,236−1.7%Reduced
Dimensional Fund Advisors LP1,384,745$43.1M0.01%+7,496+0.5%Added
State Street Corp1,293,618$40.2M0.00%−14,991−1.1%Reduced
Vanguard Capital Management LLC1,237,121$38.5M0.00%+1,237,121New
Geode Capital Management, LLC721,414$22.4M0.00%+35,313+5.1%Added
Vanguard Portfolio Management LLC589,051$18.3M0.00%+589,051New
Renaissance Technologies LLC440,146$13.7M0.02%−20,300−4.4%Reduced
Two Sigma Investments, LP394,820$12.3M0.01%+230,473+140.2%Added
Charles Schwab Investment Management Inc389,867$12.1M0.00%−16,010−3.9%Reduced
Goldman Sachs Group Inc355,404$11.0M0.00%+3,691+1.0%Added
American Century Companies Inc343,326$10.7M0.01%−5,339−1.5%Reduced
Northern Trust Corp319,226$9.92M0.00%+8,372+2.7%Added
Morgan Stanley284,891$8.86M0.00%+21,526+8.2%Added
Royal Bank of Canada260,928$8.11M0.00%−5,612−2.1%Reduced
Invesco Ltd.253,916$7.89M0.00%−5,981−2.3%Reduced
Bank of New York Mellon Corp251,764$7.83M0.00%−1,550−0.6%Reduced
ProShare Advisors LLC207,364$6.45M0.01%+7,858+3.9%Added
Hotchkis & Wiley Capital Management LLC204,750$6.37M0.02%+204,750New
Vanguard Fiduciary Trust Co178,762$5.56M0.00%+178,762New
JPMorgan Chase & Co177,258$5.44M0.00%−81,720−31.6%Reduced
AQR Capital Management LLC153,183$4.76M0.00%+11,398+8.0%Added
Bridgeway Capital Management, LLC144,098$4.48M0.09%+82,731+134.8%Added
Principal Financial Group Inc135,842$4.22M0.00%+1,119+0.8%Added
Bank of America Corp125,339$3.90M0.00%+7,274+6.2%Added
Third Avenue Management LLC116,879$3.63M0.59%00.0%Unchanged
Arrowstreet Capital, Limited Partnership115,132$3.58M0.00%−18,834−14.1%Reduced
Empowered Funds, LLC100,298$3.12M0.02%+69,431+224.9%Added
Public Sector Pension Investment Board99,911$3.11M0.01%+1,869+1.9%Added
Citadel Advisors LLC95,063$2.96M0.00%−21,358−18.3%Reduced
State of New Jersey Common Pension Fund D92,388$2.87M0.01%00.0%Unchanged
UBS Group AG91,388$2.84M0.00%−103,981−53.2%Reduced
Rhumbline Advisers80,572$2.50M0.00%+1,147+1.4%Added
Parkway Wealth Management Group, LLC74,105$2.46M0.31%−18,684−20.1%Reduced
Mackenzie Financial Corp72,729$2.26M0.00%+8,051+12.4%Added
Ameriprise Financial Inc70,959$2.21M0.00%+17,088+31.7%Added
Kestrel Investment Management Corp69,000$2.15M1.28%−500−0.7%Reduced
Legal & General Group Plc65,820$2.04M0.00%−9,438−12.5%Reduced
UBS Asset Management Americas Inc64,389$2.00M0.00%+1,295+2.1%Added
Creative Planning63,858$1.99M0.00%−2,856−4.3%Reduced
Polaris Capital Management, LLC62,944$1.96M0.16%+717+1.2%Added
Pingora Partners LLC61,745$1.92M1.14%00.0%Unchanged
Nuveen, LLC61,665$1.92M0.00%+419+0.7%Added
Millennium Management LLC58,043$1.80M0.00%−88,753−60.5%Reduced
Price T Rowe Associates Inc57,471$1.79M0.00%+7,545+15.1%Added
Swiss National Bank55,818$1.74M0.00%00.0%Unchanged
Fisher Asset Management, LLC53,630$1.67M0.00%00.0%Unchanged
Jane Street Group, LLC47,297$1.47M0.00%+47,297New
Royce & Associates LP47,206$1.47M0.01%−3,452−6.8%Reduced
Wells Fargo & Company42,724$1.33M0.00%−20,782−32.7%Reduced
Prudential Financial Inc41,378$1.29M0.00%−240−0.6%Reduced
Pinnacle Associates Ltd40,670$1.26M0.02%+5,564+15.8%Added
Universal- Beteiligungs- und Servicegesellschaft mbH39,223$1.22M0.00%−1,563−3.8%Reduced
Quantinno Capital Management LP37,875$1.18M0.00%+16,306+75.6%Added
Campbell & CO Investment Adviser LLC34,518$1.07M0.06%−13,072−27.5%Reduced
Captrust Financial Advisors31,128$967.8K0.00%−5,276−14.5%Reduced
Deutsche Bank AG30,121$936.5K0.00%+4,137+15.9%Added
Wedge Capital Management L L P28,310$880.2K0.02%+32+0.1%Added
Alliancebernstein L.P.28,140$855.2K0.00%−6,480−18.7%Reduced
California State Teachers Retirement System26,329$818.6K0.00%−215−0.8%Reduced
Great West Life Assurance Co24,573$764.0K0.00%−2,412−8.9%Reduced
Solutions 4 Wealth, Ltd24,242$753.7K1.13%00.0%Unchanged
Squarepoint Ops LLC21,950$682.4K0.00%−29,207−57.1%Reduced
Vanguard Global Advisers, LLC20,650$642.0K0.00%+20,650New
SEI Investments Co20,598$640.4K0.00%+20,598New
Hennion & Walsh Asset Management, Inc.19,606$609.6K0.02%+2,302+13.3%Added
Thrivent Financial for Lutherans18,649$580.0K0.00%−771−4.0%Reduced
Franklin Resources Inc18,354$570.6K0.00%+18,354New
Vanguard Asset Management, Ltd18,240$567.1K0.00%+18,240New
Citigroup Inc17,559$545.9K0.00%−4,593−20.7%Reduced
MetLife Investment Management16,994$528.3K0.00%00.0%Unchanged
CWM Advisors, LLC16,537$514.1K0.03%+1,200+7.8%Added
Fifth Third Bancorp16,536$514.1K0.00%+16,490+35,847.8%Added
HighTower Advisors, LLC16,249$505.2K0.00%+2,367+17.1%Added
LPL Financial LLC16,019$498.0K0.00%−1,228−7.1%Reduced
Susquehanna International Group, LLP15,966$496.4K0.00%+15,966New
Illinois Municipal Retirement Fund15,479$481.2K0.01%+944+6.5%Added
Toroso Investments, LLC15,267$474.7K0.00%+472+3.2%Added
Bayview Asset Management, LLC15,000$466.4K0.39%−70,457−82.4%Reduced
State of Alaska, Department of Revenue15,003$465.0K0.01%−598−3.8%Reduced
Ieq Capital, LLC14,428$448.6K0.00%−1,837−11.3%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)14,159$440.2K0.00%+4,068+40.3%Added
Teacher Retirement System of Texas13,867$431.1K0.00%+13,867New
Pinnacle Wealth Management Advisory Group, LLC13,629$423.7K0.03%−1,680−11.0%Reduced
Mariner, LLC13,609$423.1K0.00%+1,699+14.3%Added
Mirae Asset Global ETFs Holdings Ltd.13,583$422.3K0.00%+175+1.3%Added
Janus Henderson Group PLC13,532$420.4K0.00%00.0%Unchanged
Rafferty Asset Management, LLC13,500$419.7K0.00%−4,971−26.9%Reduced
Louisiana State Employees Retirement System12,400$385.5K0.01%−500−3.9%Reduced
Barclays PLC11,859$368.7K0.00%−39,731−77.0%Reduced
GWM Advisors LLC11,859$368.7K0.00%+40.0%Added
Redwood Family Wealth LLC11,322$352.0K0.35%−1,284−10.2%Reduced
State of Tennessee, Treasury Department11,319$351.9K0.00%00.0%Unchanged
HRT Financial LP11,316$351.0K0.00%+11,316New
Colony Group, LLC11,270$350.4K0.00%+2,002+21.6%Added
Vanguard Investments Australia, Ltd.10,117$314.5K0.00%+10,117New
Naples Global Advisors, LLC10,009$311.2K0.02%+1,717+20.7%Added
Gibson Wealth Advisors LLC9,856$306.4K0.21%00.0%Unchanged
New York State Common Retirement Fund9,434$293.3K0.00%00.0%Unchanged
Bill Few Associates, Inc.9,370$291.3K0.07%+2,239+31.4%Added
Jamison Private Wealth Management, Inc.9,074$282.1K0.03%−338−3.6%Reduced