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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
Mariner, LLC13,609$423.1K0.00%+1,699+14.3%Added
Pinnacle Wealth Management Advisory Group, LLC13,629$423.7K0.03%−1,680−11.0%Reduced
Teacher Retirement System of Texas13,867$431.1K0.00%+13,867New
Zurcher Kantonalbank (Zurich Cantonalbank)14,159$440.2K0.00%+4,068+40.3%Added
Ieq Capital, LLC14,428$448.6K0.00%−1,837−11.3%Reduced
State of Alaska, Department of Revenue15,003$465.0K0.01%−598−3.8%Reduced
Bayview Asset Management, LLC15,000$466.4K0.39%−70,457−82.4%Reduced
Toroso Investments, LLC15,267$474.7K0.00%+472+3.2%Added
Illinois Municipal Retirement Fund15,479$481.2K0.01%+944+6.5%Added
Susquehanna International Group, LLP15,966$496.4K0.00%+15,966New
LPL Financial LLC16,019$498.0K0.00%−1,228−7.1%Reduced
HighTower Advisors, LLC16,249$505.2K0.00%+2,367+17.1%Added
Fifth Third Bancorp16,536$514.1K0.00%+16,490+35,847.8%Added
CWM Advisors, LLC16,537$514.1K0.03%+1,200+7.8%Added
MetLife Investment Management16,994$528.3K0.00%00.0%Unchanged
Citigroup Inc17,559$545.9K0.00%−4,593−20.7%Reduced
Vanguard Asset Management, Ltd18,240$567.1K0.00%+18,240New
Franklin Resources Inc18,354$570.6K0.00%+18,354New
Thrivent Financial for Lutherans18,649$580.0K0.00%−771−4.0%Reduced
Hennion & Walsh Asset Management, Inc.19,606$609.6K0.02%+2,302+13.3%Added
SEI Investments Co20,598$640.4K0.00%+20,598New
Vanguard Global Advisers, LLC20,650$642.0K0.00%+20,650New
Squarepoint Ops LLC21,950$682.4K0.00%−29,207−57.1%Reduced
Solutions 4 Wealth, Ltd24,242$753.7K1.13%00.0%Unchanged
Great West Life Assurance Co24,573$764.0K0.00%−2,412−8.9%Reduced
California State Teachers Retirement System26,329$818.6K0.00%−215−0.8%Reduced
Alliancebernstein L.P.28,140$855.2K0.00%−6,480−18.7%Reduced
Wedge Capital Management L L P28,310$880.2K0.02%+32+0.1%Added
Deutsche Bank AG30,121$936.5K0.00%+4,137+15.9%Added
Captrust Financial Advisors31,128$967.8K0.00%−5,276−14.5%Reduced
Campbell & CO Investment Adviser LLC34,518$1.07M0.06%−13,072−27.5%Reduced
Quantinno Capital Management LP37,875$1.18M0.00%+16,306+75.6%Added
Universal- Beteiligungs- und Servicegesellschaft mbH39,223$1.22M0.00%−1,563−3.8%Reduced
Pinnacle Associates Ltd40,670$1.26M0.02%+5,564+15.8%Added
Prudential Financial Inc41,378$1.29M0.00%−240−0.6%Reduced
Wells Fargo & Company42,724$1.33M0.00%−20,782−32.7%Reduced
Royce & Associates LP47,206$1.47M0.01%−3,452−6.8%Reduced
Jane Street Group, LLC47,297$1.47M0.00%+47,297New
Fisher Asset Management, LLC53,630$1.67M0.00%00.0%Unchanged
Swiss National Bank55,818$1.74M0.00%00.0%Unchanged
Price T Rowe Associates Inc57,471$1.79M0.00%+7,545+15.1%Added
Millennium Management LLC58,043$1.80M0.00%−88,753−60.5%Reduced
Nuveen, LLC61,665$1.92M0.00%+419+0.7%Added
Pingora Partners LLC61,745$1.92M1.14%00.0%Unchanged
Polaris Capital Management, LLC62,944$1.96M0.16%+717+1.2%Added
Creative Planning63,858$1.99M0.00%−2,856−4.3%Reduced
UBS Asset Management Americas Inc64,389$2.00M0.00%+1,295+2.1%Added
Legal & General Group Plc65,820$2.04M0.00%−9,438−12.5%Reduced
Kestrel Investment Management Corp69,000$2.15M1.28%−500−0.7%Reduced
Ameriprise Financial Inc70,959$2.21M0.00%+17,088+31.7%Added
Mackenzie Financial Corp72,729$2.26M0.00%+8,051+12.4%Added
Parkway Wealth Management Group, LLC74,105$2.46M0.31%−18,684−20.1%Reduced
Rhumbline Advisers80,572$2.50M0.00%+1,147+1.4%Added
UBS Group AG91,388$2.84M0.00%−103,981−53.2%Reduced
State of New Jersey Common Pension Fund D92,388$2.87M0.01%00.0%Unchanged
Citadel Advisors LLC95,063$2.96M0.00%−21,358−18.3%Reduced
Public Sector Pension Investment Board99,911$3.11M0.01%+1,869+1.9%Added
Empowered Funds, LLC100,298$3.12M0.02%+69,431+224.9%Added
Arrowstreet Capital, Limited Partnership115,132$3.58M0.00%−18,834−14.1%Reduced
Third Avenue Management LLC116,879$3.63M0.59%00.0%Unchanged
Bank of America Corp125,339$3.90M0.00%+7,274+6.2%Added
Principal Financial Group Inc135,842$4.22M0.00%+1,119+0.8%Added
Bridgeway Capital Management, LLC144,098$4.48M0.09%+82,731+134.8%Added
AQR Capital Management LLC153,183$4.76M0.00%+11,398+8.0%Added
JPMorgan Chase & Co177,258$5.44M0.00%−81,720−31.6%Reduced
Vanguard Fiduciary Trust Co178,762$5.56M0.00%+178,762New
Hotchkis & Wiley Capital Management LLC204,750$6.37M0.02%+204,750New
ProShare Advisors LLC207,364$6.45M0.01%+7,858+3.9%Added
Bank of New York Mellon Corp251,764$7.83M0.00%−1,550−0.6%Reduced
Invesco Ltd.253,916$7.89M0.00%−5,981−2.3%Reduced
Royal Bank of Canada260,928$8.11M0.00%−5,612−2.1%Reduced
Morgan Stanley284,891$8.86M0.00%+21,526+8.2%Added
Northern Trust Corp319,226$9.92M0.00%+8,372+2.7%Added
American Century Companies Inc343,326$10.7M0.01%−5,339−1.5%Reduced
Goldman Sachs Group Inc355,404$11.0M0.00%+3,691+1.0%Added
Charles Schwab Investment Management Inc389,867$12.1M0.00%−16,010−3.9%Reduced
Two Sigma Investments, LP394,820$12.3M0.01%+230,473+140.2%Added
Renaissance Technologies LLC440,146$13.7M0.02%−20,300−4.4%Reduced
Vanguard Portfolio Management LLC589,051$18.3M0.00%+589,051New
Geode Capital Management, LLC721,414$22.4M0.00%+35,313+5.1%Added
Vanguard Capital Management LLC1,237,121$38.5M0.00%+1,237,121New
State Street Corp1,293,618$40.2M0.00%−14,991−1.1%Reduced
Dimensional Fund Advisors LP1,384,745$43.1M0.01%+7,496+0.5%Added
BlackRock, Inc.4,201,496$130.6M0.00%−73,236−1.7%Reduced
Two Sigma Advisers, LP0$00.00%−244,300−100.0%Sold out
Odyssean, LLC0$00.00%−13,523−100.0%Sold out
Sanctuary Advisors, LLC0$00.00%−10,725−100.0%Sold out
Integrity Alliance, LLC.0$00.00%−10,611−100.0%Sold out
EntryPoint Capital, LLC0$00.00%−8,435−100.0%Sold out
Aigen Investment Management, LP0$00.00%−6,864−100.0%Sold out
Quantbot Technologies LP0$00.00%−2,932−100.0%Sold out
Brown Brothers Harriman & Co0$00.00%−2,205−100.0%Sold out
Quest Partners LLC0$00.00%−1,915−100.0%Sold out
Kestra Advisory Services, LLC0$00.00%−1,494−100.0%Sold out
Aquatic Capital Management LLC0$00.00%−1,375−100.0%Sold out
Meeder Asset Management Inc0$00.00%−539−100.0%Sold out
Aster Capital Management (DIFC) Ltd0$00.00%−42−100.0%Sold out
Torren Management, LLC0$00.00%−13−100.0%Sold out
Vanguard Group Inc––––Not filed
Brandywine Global Investment Management, LLC––––Not filed