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 |
|---|---|---|---|---|---|
| CWM, LLC | 9,038 | $281.0K | 0.00% | +1,656+22.4% | Added |
| Wiley Bros.-Aintree Capital, LLC | 8,780 | $273.0K | 0.00% | +43+0.5% | Added |
| Concurrent Investment Advisors, LLC | 8,614 | $267.8K | 0.00% | +8,614 | New |
| RMB Capital Management, LLC | 8,460 | $263.0K | 0.00% | +149+1.8% | Added |
| State Board of Administration of Florida Retirement System | 8,403 | $261.2K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 8,357 | $259.8K | 0.00% | +275+3.4% | Added |
| Manufacturers Life Insurance Company, The | 8,098 | $251.8K | 0.00% | −966−10.7% | Reduced |
| Amalgamated Bank | 8,076 | $251.0K | 0.00% | −181−2.2% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 7,997 | $248.6K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 7,845 | $243.9K | 0.00% | −111−1.4% | Reduced |
| Susquehanna Fundamental Investments, LLC | 7,811 | $242.8K | 0.01% | +7,811 | New |
| Stifel Financial Corp | 7,558 | $235.0K | 0.00% | +20.0% | Added |
| Yousif Capital Management, LLC | 7,440 | $231.3K | 0.00% | −178−2.3% | Reduced |
| Ackerman Capital Advisors, LLC | 7,438 | $231.2K | 0.05% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 7,433 | $231.1K | 0.00% | +7,433 | New |
| SG Americas Securities, LLC | 7,225 | $225.0K | 0.00% | −5,600−43.7% | Reduced |
| Teachers Retirement System of the State of Kentucky | 7,176 | $223.0K | 0.00% | 00.0% | Unchanged |
| Intech Investment Management LLC | 7,160 | $222.6K | 0.00% | −3,108−30.3% | Reduced |
| Public Employees Retirement Association of Colorado | 7,116 | $221.0K | 0.00% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 6,909 | $214.8K | 0.00% | −88−1.3% | Reduced |
| BNP Paribas Arbitrage, SA | 6,687 | $207.9K | 0.00% | −38−0.6% | Reduced |
| Oregon Public Employees Retirement Fund | 6,410 | $199.3K | 0.00% | −100−1.5% | Reduced |
| KLP Kapitalforvaltning AS | 6,100 | $189.6K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 5,087 | $158.1K | 0.01% | +9+0.2% | Added |
| Advisory Services Network, LLC | 4,625 | $143.8K | 0.00% | +4,625 | New |
| Moisand Fitzgerald Tamayo, LLC | 3,807 | $118.4K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,242 | $100.8K | 0.00% | +2,017+164.7% | Added |
| Quadrant Capital Group LLC | 2,738 | $85.1K | 0.00% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 2,487 | $77.0K | 0.00% | −6,110−71.1% | Reduced |
| GAMMA Investing LLC | 2,463 | $76.6K | 0.00% | +654+36.2% | Added |
| Russell Investments Group, Ltd. | 2,422 | $75.3K | 0.00% | −175−6.7% | Reduced |
| Ameritas Investment Partners, Inc. | 2,417 | $75.1K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 2,379 | $74.0K | 0.00% | −778−24.6% | Reduced |
| Hilltop National Bank | 2,278 | $70.8K | 0.02% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 2,214 | $68.8K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 2,165 | $67.3K | 0.00% | +1,726+393.2% | Added |
| Hantz Financial Services, Inc. | 1,732 | $54.0K | 0.00% | −163−8.6% | Reduced |
| Farther Finance Advisors, LLC | 1,673 | $52.6K | 0.00% | +21+1.3% | Added |
| Jones Financial Companies LLLP | 1,583 | $48.1K | 0.00% | +13+0.8% | Added |
| EverSource Wealth Advisors, LLC | 1,058 | $32.9K | 0.00% | +71+7.2% | Added |
| Sterling Capital Management LLC | 958 | $29.8K | 0.00% | −713−42.7% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 863 | $26.8K | 0.00% | +367+74.0% | Added |
| Harbor Capital Advisors, Inc. | 836 | $26.0K | 0.00% | +692+480.6% | Added |
| Versant Capital Management, Inc | 693 | $21.5K | 0.00% | +153+28.3% | Added |
| Public Employees Retirement System of Ohio | 649 | $20.2K | 0.00% | +649 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 643 | $20.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 620 | $19.3K | 0.00% | +17+2.8% | Added |
| Pinnacle Wealth Planning Services, Inc. | 590 | $18.3K | 0.00% | +12+2.1% | Added |
| US Bancorp | 450 | $14.0K | 0.00% | −9−2.0% | Reduced |
| Los Angeles Capital Management LLC | 410 | $12.7K | 0.00% | −171−29.4% | Reduced |
| Advisor Group Holdings, Inc. | 385 | $12.0K | 0.00% | −74−16.1% | Reduced |
| Signaturefd, LLC | 297 | $9.23K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 278 | $8.64K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 272 | $8.46K | 0.00% | +129+90.2% | Added |
| Bessemer Group Inc | 256 | $8.00K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 213 | $6.53K | 0.00% | +21+10.9% | Added |
| SRS Capital Advisors, Inc. | 164 | $5.10K | 0.00% | +115+234.7% | Added |
| Essential Partners LLC | 152 | $4.73K | 0.00% | +3+2.0% | Added |
| Rothschild Investment LLC | 147 | $4.57K | 0.00% | +35+31.3% | Added |
| UMA Financial Services, Inc. | 110 | $3.42K | 0.00% | −43−28.1% | Reduced |
| Parkside Financial Bank & Trust | 107 | $3.33K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 96 | $2.98K | 0.00% | +1+1.1% | Added |
| Optiver Holding B.V. | 82 | $2.55K | 0.00% | −40−32.8% | Reduced |
| MAI Capital Management | 70 | $2.18K | 0.00% | +50+250.0% | Added |
| Kilter Group LLC | 64 | $1.99K | 0.00% | +55+611.1% | Added |
| SBI Securities Co., Ltd. | 62 | $1.93K | 0.00% | −2−3.1% | Reduced |
| Salomon & Ludwin, LLC | 61 | $1.92K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 58 | $1.80K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 52 | $1.62K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 47 | $1.46K | 0.00% | +10+27.0% | Added |
| Massmutual Trust Co FSB | 43 | $1.34K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 42 | $1.31K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 34 | $1.06K | 0.00% | +34 | New |
| Basecamp Wealth Advisors LLC | 27 | $839 | 0.00% | +27 | New |
| Twin Peaks Wealth Advisors, LLC | 23 | $715 | 0.00% | +23 | New |
| Keating Financial Advisory Services, Inc. | 22 | $684 | 0.00% | +21+2,100.0% | Added |
| True Wealth Design, LLC | 20 | $622 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 18 | $560 | 0.00% | −3−14.3% | Reduced |
| Financial Consulate, Inc | 15 | $467 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 8 | $249 | 0.00% | +8 | New |
| Caitong International Asset Management Co., Ltd | 3 | $93 | 0.00% | −49−94.2% | Reduced |
| Sunbelt Securities, Inc. | 3 | $93 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 18 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 7 | $0 | 0.00% | +1+16.7% | Added |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −244,300−100.0% | Sold out |
| Odyssean, LLC | 0 | $0 | 0.00% | −13,523−100.0% | Sold out |
| Sanctuary Advisors, LLC | 0 | $0 | 0.00% | −10,725−100.0% | Sold out |
| Integrity Alliance, LLC. | 0 | $0 | 0.00% | −10,611−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −8,435−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −6,864−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −2,932−100.0% | Sold out |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −2,205−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −1,915−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −1,494−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −1,375−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −539−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −42−100.0% | Sold out |
| Torren Management, LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| Brandywine Global Investment Management, LLC | – | – | – | – | Not filed |