Southside Bancshares Inc

SBSI

Exchange: NYSE
Industry: State Commercial Banks
SEC CIK: 0000705432

SEC filings (opens in a new tab)

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, Q3 2026

Institutional positions in Southside Bancshares Inc as of Sep 30, 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

Q3 2026 data is still coming in (13F filing deadline: Nov 16, 2026), so these numbers are incomplete.

Institutional holders: 2; 0 vs. Q2 2026
Shares held: 764; 0 (0.0%) vs. Q2 2026
Total value: $23.0K; −$3.90K (−14.5%) vs. Q2 2026
New holders: 0; 0 more added
Sold out: 0; 0 more reduced

193 institutions that held it in Q2 2026 haven't filed for Q3 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2026: 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 holders

Value held

Institutions holding SBSI and their total value by quarter
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, Q3 2026

Shares, value and share of portfolio for each institution holding Southside Bancshares Inc; share changes are against Q2 2026.

Institutions holding SBSI in Q3 2026
Institution	Shares	Value	% of portfolio	Change in shares	Action
New York State Common Retirement Fund	–	–	–	–	Not filed
Odyssean, LLC	–	–	–	–	Not filed
Ameritas Advisory Services, LLC	–	–	–	–	Not filed
The PNC Financial Services Group, Inc.	–	–	–	–	Not filed
XTX Topco Ltd	–	–	–	–	Not filed
Jamison Private Wealth Management, Inc.	–	–	–	–	Not filed
Manufacturers Life Insurance Company, The	–	–	–	–	Not filed
Steward Partners Investment Advisory, LLC	–	–	–	–	Not filed
Concurrent Investment Advisors, LLC	–	–	–	–	Not filed
Pinnacle Wealth Management Advisory Group, LLC	–	–	–	–	Not filed
RMB Capital Management, LLC	–	–	–	–	Not filed
State Board of Administration of Florida Retirement System	–	–	–	–	Not filed
Wiley Bros.-Aintree Capital, LLC	–	–	–	–	Not filed
Rafferty Asset Management, LLC	–	–	–	–	Not filed
Police & Firemen's Retirement System of New Jersey	–	–	–	–	Not filed
Arizona State Retirement System	–	–	–	–	Not filed
Stifel Financial Corp	–	–	–	–	Not filed
Amalgamated Bank	–	–	–	–	Not filed
Bailard, Inc.	–	–	–	–	Not filed
Ackerman Capital Advisors, LLC	–	–	–	–	Not filed
BNP Paribas Arbitrage, SA	–	–	–	–	Not filed
Neuberger Berman Group LLC	–	–	–	–	Not filed
Wealth Enhancement Advisory Services, LLC	–	–	–	–	Not filed
Teachers Retirement System of the State of Kentucky	–	–	–	–	Not filed
Public Employees Retirement Association of Colorado	–	–	–	–	Not filed
Yousif Capital Management, LLC	–	–	–	–	Not filed
Voya Investment Management LLC	–	–	–	–	Not filed
Commonwealth of Pennsylvania Public School Empls Retrmt Sys	–	–	–	–	Not filed
Oregon Public Employees Retirement Fund	–	–	–	–	Not filed
Intech Investment Management LLC	–	–	–	–	Not filed
KLP Kapitalforvaltning AS	–	–	–	–	Not filed
Sanctuary Advisors, LLC	–	–	–	–	Not filed
Moisand Fitzgerald Tamayo, LLC	–	–	–	–	Not filed
FMR LLC	–	–	–	–	Not filed
GAMMA Investing LLC	–	–	–	–	Not filed
Ameritas Investment Partners, Inc.	–	–	–	–	Not filed
New York State Teachers Retirement System	–	–	–	–	Not filed
Larson Financial Group LLC	–	–	–	–	Not filed
Nisa Investment Advisors, LLC	–	–	–	–	Not filed
Hilltop National Bank	–	–	–	–	Not filed
Ensign Peak Advisors, Inc	–	–	–	–	Not filed
Rockefeller Capital Management L.P.	–	–	–	–	Not filed
Farther Finance Advisors, LLC	–	–	–	–	Not filed
Public Employees Retirement System of Ohio	–	–	–	–	Not filed
Hantz Financial Services, Inc.	–	–	–	–	Not filed
Tower Research Capital LLC (TRC)	–	–	–	–	Not filed
Jones Financial Companies LLLP	–	–	–	–	Not filed
SRS Capital Advisors, Inc.	–	–	–	–	Not filed
Nykredit A/S	–	–	–	–	Not filed
EverSource Wealth Advisors, LLC	–	–	–	–	Not filed
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.	–	–	–	–	Not filed
Advisor Group Holdings, Inc.	–	–	–	–	Not filed
Pinnacle Wealth Planning Services, Inc.	–	–	–	–	Not filed
Harbor Capital Advisors, Inc.	–	–	–	–	Not filed
Sterling Capital Management LLC	–	–	–	–	Not filed
BNP PARIBAS ASSET MANAGEMENT Holding S.A.	–	–	–	–	Not filed
Los Angeles Capital Management LLC	–	–	–	–	Not filed
Global Retirement Partners, LLC	–	–	–	–	Not filed
Allworth Financial LP	–	–	–	–	Not filed
Signaturefd, LLC	–	–	–	–	Not filed
US Bancorp	–	–	–	–	Not filed
Optiver Holding B.V.	–	–	–	–	Not filed
South State Corp.	–	–	–	–	Not filed
Bessemer Group Inc	–	–	–	–	Not filed
Huntington National Bank	–	–	–	–	Not filed
Smartleaf Asset Management LLC	–	–	–	–	Not filed
Rothschild Investment LLC	–	–	–	–	Not filed
Essential Partners LLC	–	–	–	–	Not filed
IFP Advisors, Inc	–	–	–	–	Not filed
Parkside Financial Bank & Trust	–	–	–	–	Not filed
UMA Financial Services, Inc.	–	–	–	–	Not filed
Aster Capital Management (DIFC) Ltd	–	–	–	–	Not filed
Bellevue Asset Management, LLC	–	–	–	–	Not filed
Salomon & Ludwin, LLC	–	–	–	–	Not filed
Kilter Group LLC	–	–	–	–	Not filed
SBI Securities Co., Ltd.	–	–	–	–	Not filed
Cedar Mountain Advisors, LLC	–	–	–	–	Not filed
Umb Bank N A	–	–	–	–	Not filed
Bare Financial Services, Inc	–	–	–	–	Not filed
Parallel Advisors, LLC	–	–	–	–	Not filed
Basecamp Wealth Advisors LLC	–	–	–	–	Not filed
Covestor Ltd	–	–	–	–	Not filed
Keating Financial Advisory Services, Inc.	–	–	–	–	Not filed
Farmers & Merchants Investments Inc	–	–	–	–	Not filed
True Wealth Design, LLC	–	–	–	–	Not filed
SJS Investment Consulting Inc.	–	–	–	–	Not filed
Financial Consulate, Inc	–	–	–	–	Not filed
Silver Grove Financial Group, Inc.	–	–	–	–	Not filed
Harbour Investments, Inc.	–	–	–	–	Not filed
Clearstead Advisors, LLC	–	–	–	–	Not filed
Caitong International Asset Management Co., Ltd	–	–	–	–	Not filed
Davis Capital Management	–	–	–	–	Not filed
Plante Moran Financial Advisors, LLC	–	–	–	–	Not filed
Hughes Financial Services, LLC	–	–	–	–	Not filed
Avion Wealth	–	–	–	–	Not filed