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, Q2 2026
Institutional positions in Southside Bancshares Inc as of Jun 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
- Institutional holders
- 195
- +14 vs. Q1 2026
- Shares held
- 17.1M
- +32.9K (+0.2%) vs. Q1 2026
- Total value
- $600.2M
- +$70.7M (+13.4%) vs. Q1 2026
- New holders
- 23
- 82 more added
- Sold out
- 9
- 53 more reduced
3 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 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.
| 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, Q2 2026
Shares, value and share of portfolio for each institution holding Southside Bancshares Inc; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 18 | $0 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1 | $35 | 0.00% | +1 | New |
| Hughes Financial Services, LLC | 1 | $35 | 0.00% | +1 | New |
| Davis Capital Management | 2 | $70 | 0.00% | +2 | New |
| Caitong International Asset Management Co., Ltd | 3 | $106 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 7 | $247 | 0.00% | +7 | New |
| Harbour Investments, Inc. | 8 | $282 | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 12 | $422 | 0.00% | +12 | New |
| Financial Consulate, Inc | 15 | $528 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 16 | $564 | 0.00% | +16 | New |
| True Wealth Design, LLC | 17 | $599 | 0.00% | −3−15.0% | Reduced |
| Farmers & Merchants Investments Inc | 18 | $633 | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 22 | $774 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 16 | $1.00K | 0.00% | +9+128.6% | Added |
| Parallel Advisors, LLC | 33 | $1.16K | 0.00% | −25−43.1% | Reduced |
| Basecamp Wealth Advisors LLC | 33 | $1.16K | 0.00% | +6+22.2% | Added |
| Bare Financial Services, Inc | 42 | $1.48K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 47 | $1.65K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 52 | $1.83K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 57 | $2.01K | 0.00% | −5−8.1% | Reduced |
| Kilter Group LLC | 59 | $2.08K | 0.00% | −5−7.8% | Reduced |
| Salomon & Ludwin, LLC | 61 | $2.17K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 62 | $2.18K | 0.00% | +62 | New |
| Massmutual Trust Co FSB | 71 | $2.50K | 0.00% | +28+65.1% | Added |
| Aster Capital Management (DIFC) Ltd | 92 | $3.24K | 0.00% | +92 | New |
| UMA Financial Services, Inc. | 92 | $3.24K | 0.00% | −18−16.4% | Reduced |
| Parkside Financial Bank & Trust | 107 | $3.77K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 132 | $4.64K | 0.00% | +36+37.5% | Added |
| Essential Partners LLC | 165 | $5.81K | 0.00% | +13+8.6% | Added |
| Rothschild Investment LLC | 188 | $6.62K | 0.00% | +41+27.9% | Added |
| Smartleaf Asset Management LLC | 213 | $7.43K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 242 | $8.52K | 0.00% | +242 | New |
| Bessemer Group Inc | 256 | $9.00K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 278 | $9.78K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 282 | $9.92K | 0.00% | +200+243.9% | Added |
| US Bancorp | 305 | $10.7K | 0.00% | −145−32.2% | Reduced |
| Signaturefd, LLC | 335 | $11.8K | 0.00% | +38+12.8% | Added |
| Allworth Financial LP | 393 | $13.8K | 0.00% | +121+44.5% | Added |
| Global Retirement Partners, LLC | 406 | $14.3K | 0.00% | +406 | New |
| Los Angeles Capital Management LLC | 410 | $14.4K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 423 | $14.9K | 0.00% | −440−51.0% | Reduced |
| Sterling Capital Management LLC | 515 | $18.1K | 0.00% | −443−46.2% | Reduced |
| Harbor Capital Advisors, Inc. | 604 | $21.0K | 0.00% | −232−27.8% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 599 | $21.1K | 0.00% | +9+1.5% | Added |
| Advisor Group Holdings, Inc. | 617 | $21.7K | 0.00% | +232+60.3% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 643 | $22.6K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 678 | $23.9K | 0.00% | −380−35.9% | Reduced |
| Nykredit A/S | 692 | $24.4K | 0.00% | +692 | New |
| Versant Capital Management, Inc | 693 | $24.4K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,262 | $44.4K | 0.00% | +1,098+669.5% | Added |
| Jones Financial Companies LLLP | 1,451 | $50.9K | 0.00% | −132−8.3% | Reduced |
| Tower Research Capital LLC (TRC) | 1,682 | $59.2K | 0.00% | −1,560−48.1% | Reduced |
| Hantz Financial Services, Inc. | 1,712 | $60.0K | 0.00% | −20−1.2% | Reduced |
| Public Employees Retirement System of Ohio | 1,765 | $62.1K | 0.00% | +1,116+172.0% | Added |
| Farther Finance Advisors, LLC | 1,933 | $68.0K | 0.00% | +260+15.5% | Added |
| Rockefeller Capital Management L.P. | 2,180 | $76.7K | 0.00% | +15+0.7% | Added |
| Ensign Peak Advisors, Inc | 2,214 | $77.9K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 2,278 | $80.2K | 0.02% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 2,382 | $83.8K | 0.00% | +1,762+284.2% | Added |
| Larson Financial Group LLC | 2,429 | $85.5K | 0.00% | −2,658−52.3% | Reduced |
| New York State Teachers Retirement System | 2,638 | $93.0K | 0.00% | +151+6.1% | Added |
| Ameritas Investment Partners, Inc. | 2,644 | $93.0K | 0.00% | +227+9.4% | Added |
| GAMMA Investing LLC | 3,379 | $118.9K | 0.00% | +916+37.2% | Added |
| FMR LLC | 3,563 | $125.4K | 0.00% | +1,184+49.8% | Added |
| Moisand Fitzgerald Tamayo, LLC | 3,807 | $134.0K | 0.01% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 5,976 | $210.3K | 0.00% | +5,976 | New |
| KLP Kapitalforvaltning AS | 6,100 | $214.7K | 0.00% | 00.0% | Unchanged |
| Intech Investment Management LLC | 6,163 | $216.9K | 0.00% | −997−13.9% | Reduced |
| Oregon Public Employees Retirement Fund | 6,410 | $225.6K | 0.00% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 6,632 | $233.4K | 0.00% | −277−4.0% | Reduced |
| Voya Investment Management LLC | 6,684 | $235.2K | 0.00% | +6,684 | New |
| Yousif Capital Management, LLC | 6,918 | $243.4K | 0.00% | −522−7.0% | Reduced |
| Public Employees Retirement Association of Colorado | 7,116 | $250.0K | 0.00% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 7,176 | $252.0K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 7,341 | $252.2K | 0.00% | +7,341 | New |
| Neuberger Berman Group LLC | 7,188 | $252.9K | 0.00% | +7,188 | New |
| BNP Paribas Arbitrage, SA | 7,403 | $260.5K | 0.00% | +716+10.7% | Added |
| Ackerman Capital Advisors, LLC | 7,438 | $261.7K | 0.05% | 00.0% | Unchanged |
| Bailard, Inc. | 7,500 | $263.9K | 0.01% | +7,500 | New |
| Amalgamated Bank | 7,544 | $265.0K | 0.00% | −532−6.6% | Reduced |
| Stifel Financial Corp | 7,561 | $266.1K | 0.00% | +30.0% | Added |
| Arizona State Retirement System | 7,797 | $274.4K | 0.00% | −48−0.6% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 7,997 | $281.4K | 0.00% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 8,135 | $286.3K | 0.00% | −5,365−39.7% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 8,144 | $286.6K | 0.00% | −636−7.2% | Reduced |
| State Board of Administration of Florida Retirement System | 8,403 | $295.7K | 0.00% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 8,462 | $297.8K | 0.00% | +20.0% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 8,718 | $306.8K | 0.02% | −4,911−36.0% | Reduced |
| Concurrent Investment Advisors, LLC | 8,739 | $307.5K | 0.00% | +125+1.5% | Added |
| Steward Partners Investment Advisory, LLC | 8,770 | $308.6K | 0.00% | +8,770 | New |
| Manufacturers Life Insurance Company, The | 8,822 | $310.4K | 0.00% | +724+8.9% | Added |
| Jamison Private Wealth Management, Inc. | 9,083 | $319.6K | 0.03% | +9+0.1% | Added |
| XTX Topco Ltd | 9,092 | $319.9K | 0.00% | +9,092 | New |
| The PNC Financial Services Group, Inc. | 9,167 | $322.6K | 0.00% | +810+9.7% | Added |
| Ameritas Advisory Services, LLC | 9,186 | $323.3K | 0.01% | +9,186 | New |
| Odyssean, LLC | 9,226 | $324.7K | 0.05% | +9,226 | New |
| New York State Common Retirement Fund | 9,434 | $332.0K | 0.00% | 00.0% | Unchanged |
| Gibson Wealth Advisors LLC | 9,856 | $346.8K | 0.22% | 00.0% | Unchanged |
| Quantbot Technologies LP | 9,895 | $348.2K | 0.01% | +9,895 | New |
| Barclays PLC | 9,958 | $350.4K | 0.00% | −1,901−16.0% | Reduced |