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.
| 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, Q1 2026
Shares, value and share of portfolio for each institution holding Southside Bancshares Inc; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 18 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 7 | $0 | 0.00% | +1+16.7% | Added |
| Caitong International Asset Management Co., Ltd | 3 | $93 | 0.00% | −49−94.2% | Reduced |
| Sunbelt Securities, Inc. | 3 | $93 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 8 | $249 | 0.00% | +8 | New |
| Financial Consulate, Inc | 15 | $467 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 18 | $560 | 0.00% | −3−14.3% | Reduced |
| True Wealth Design, LLC | 20 | $622 | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 22 | $684 | 0.00% | +21+2,100.0% | Added |
| Twin Peaks Wealth Advisors, LLC | 23 | $715 | 0.00% | +23 | New |
| Basecamp Wealth Advisors LLC | 27 | $839 | 0.00% | +27 | New |
| Root Financial Partners, LLC | 34 | $1.06K | 0.00% | +34 | New |
| Bare Financial Services, Inc | 42 | $1.31K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 43 | $1.34K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 47 | $1.46K | 0.00% | +10+27.0% | Added |
| Cedar Mountain Advisors, LLC | 52 | $1.62K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 58 | $1.80K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 61 | $1.92K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 62 | $1.93K | 0.00% | −2−3.1% | Reduced |
| Kilter Group LLC | 64 | $1.99K | 0.00% | +55+611.1% | Added |
| MAI Capital Management | 70 | $2.18K | 0.00% | +50+250.0% | Added |
| Optiver Holding B.V. | 82 | $2.55K | 0.00% | −40−32.8% | Reduced |
| IFP Advisors, Inc | 96 | $2.98K | 0.00% | +1+1.1% | Added |
| Parkside Financial Bank & Trust | 107 | $3.33K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 110 | $3.42K | 0.00% | −43−28.1% | Reduced |
| Rothschild Investment LLC | 147 | $4.57K | 0.00% | +35+31.3% | Added |
| Essential Partners LLC | 152 | $4.73K | 0.00% | +3+2.0% | Added |
| SRS Capital Advisors, Inc. | 164 | $5.10K | 0.00% | +115+234.7% | Added |
| Smartleaf Asset Management LLC | 213 | $6.53K | 0.00% | +21+10.9% | Added |
| Bessemer Group Inc | 256 | $8.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 272 | $8.46K | 0.00% | +129+90.2% | Added |
| South State Corp. | 278 | $8.64K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 297 | $9.23K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 385 | $12.0K | 0.00% | −74−16.1% | Reduced |
| Los Angeles Capital Management LLC | 410 | $12.7K | 0.00% | −171−29.4% | Reduced |
| US Bancorp | 450 | $14.0K | 0.00% | −9−2.0% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 590 | $18.3K | 0.00% | +12+2.1% | Added |
| Nisa Investment Advisors, LLC | 620 | $19.3K | 0.00% | +17+2.8% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 643 | $20.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 649 | $20.2K | 0.00% | +649 | New |
| Versant Capital Management, Inc | 693 | $21.5K | 0.00% | +153+28.3% | Added |
| Harbor Capital Advisors, Inc. | 836 | $26.0K | 0.00% | +692+480.6% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 863 | $26.8K | 0.00% | +367+74.0% | Added |
| Sterling Capital Management LLC | 958 | $29.8K | 0.00% | −713−42.7% | Reduced |
| EverSource Wealth Advisors, LLC | 1,058 | $32.9K | 0.00% | +71+7.2% | Added |
| Jones Financial Companies LLLP | 1,583 | $48.1K | 0.00% | +13+0.8% | Added |
| Farther Finance Advisors, LLC | 1,673 | $52.6K | 0.00% | +21+1.3% | Added |
| Hantz Financial Services, Inc. | 1,732 | $54.0K | 0.00% | −163−8.6% | Reduced |
| Rockefeller Capital Management L.P. | 2,165 | $67.3K | 0.00% | +1,726+393.2% | Added |
| Ensign Peak Advisors, Inc | 2,214 | $68.8K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 2,278 | $70.8K | 0.02% | 00.0% | Unchanged |
| FMR LLC | 2,379 | $74.0K | 0.00% | −778−24.6% | Reduced |
| Ameritas Investment Partners, Inc. | 2,417 | $75.1K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 2,422 | $75.3K | 0.00% | −175−6.7% | Reduced |
| GAMMA Investing LLC | 2,463 | $76.6K | 0.00% | +654+36.2% | Added |
| New York State Teachers Retirement System | 2,487 | $77.0K | 0.00% | −6,110−71.1% | Reduced |
| Quadrant Capital Group LLC | 2,738 | $85.1K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,242 | $100.8K | 0.00% | +2,017+164.7% | Added |
| Moisand Fitzgerald Tamayo, LLC | 3,807 | $118.4K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 4,625 | $143.8K | 0.00% | +4,625 | New |
| Larson Financial Group LLC | 5,087 | $158.1K | 0.01% | +9+0.2% | Added |
| KLP Kapitalforvaltning AS | 6,100 | $189.6K | 0.00% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 6,410 | $199.3K | 0.00% | −100−1.5% | Reduced |
| BNP Paribas Arbitrage, SA | 6,687 | $207.9K | 0.00% | −38−0.6% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 6,909 | $214.8K | 0.00% | −88−1.3% | Reduced |
| Public Employees Retirement Association of Colorado | 7,116 | $221.0K | 0.00% | 00.0% | Unchanged |
| Intech Investment Management LLC | 7,160 | $222.6K | 0.00% | −3,108−30.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 7,176 | $223.0K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 7,225 | $225.0K | 0.00% | −5,600−43.7% | Reduced |
| Mercer Global Advisors Inc | 7,433 | $231.1K | 0.00% | +7,433 | New |
| Ackerman Capital Advisors, LLC | 7,438 | $231.2K | 0.05% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 7,440 | $231.3K | 0.00% | −178−2.3% | Reduced |
| Stifel Financial Corp | 7,558 | $235.0K | 0.00% | +20.0% | Added |
| Susquehanna Fundamental Investments, LLC | 7,811 | $242.8K | 0.01% | +7,811 | New |
| Arizona State Retirement System | 7,845 | $243.9K | 0.00% | −111−1.4% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 7,997 | $248.6K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 8,076 | $251.0K | 0.00% | −181−2.2% | Reduced |
| Manufacturers Life Insurance Company, The | 8,098 | $251.8K | 0.00% | −966−10.7% | Reduced |
| The PNC Financial Services Group, Inc. | 8,357 | $259.8K | 0.00% | +275+3.4% | Added |
| State Board of Administration of Florida Retirement System | 8,403 | $261.2K | 0.00% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 8,460 | $263.0K | 0.00% | +149+1.8% | Added |
| Concurrent Investment Advisors, LLC | 8,614 | $267.8K | 0.00% | +8,614 | New |
| Wiley Bros.-Aintree Capital, LLC | 8,780 | $273.0K | 0.00% | +43+0.5% | Added |
| CWM, LLC | 9,038 | $281.0K | 0.00% | +1,656+22.4% | Added |
| Jamison Private Wealth Management, Inc. | 9,074 | $282.1K | 0.03% | −338−3.6% | Reduced |
| Bill Few Associates, Inc. | 9,370 | $291.3K | 0.07% | +2,239+31.4% | Added |
| New York State Common Retirement Fund | 9,434 | $293.3K | 0.00% | 00.0% | Unchanged |
| Gibson Wealth Advisors LLC | 9,856 | $306.4K | 0.21% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 10,009 | $311.2K | 0.02% | +1,717+20.7% | Added |
| Vanguard Investments Australia, Ltd. | 10,117 | $314.5K | 0.00% | +10,117 | New |
| Colony Group, LLC | 11,270 | $350.4K | 0.00% | +2,002+21.6% | Added |
| HRT Financial LP | 11,316 | $351.0K | 0.00% | +11,316 | New |
| State of Tennessee, Treasury Department | 11,319 | $351.9K | 0.00% | 00.0% | Unchanged |
| Redwood Family Wealth LLC | 11,322 | $352.0K | 0.35% | −1,284−10.2% | Reduced |
| GWM Advisors LLC | 11,859 | $368.7K | 0.00% | +40.0% | Added |
| Barclays PLC | 11,859 | $368.7K | 0.00% | −39,731−77.0% | Reduced |
| Louisiana State Employees Retirement System | 12,400 | $385.5K | 0.01% | −500−3.9% | Reduced |
| Rafferty Asset Management, LLC | 13,500 | $419.7K | 0.00% | −4,971−26.9% | Reduced |
| Janus Henderson Group PLC | 13,532 | $420.4K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 13,583 | $422.3K | 0.00% | +175+1.3% | Added |