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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, 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.

Institutional holdersQ2 2026: 195 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 heldQ2 2026: $600.2M
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, Q2 2026

Shares, value and share of portfolio for each institution holding Southside Bancshares Inc; share changes are against Q1 2026.

Institutions holding SBSI in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Investments Australia, Ltd.10,117$356.0K0.00%00.0%Unchanged
Naples Global Advisors, LLC10,209$359.3K0.02%+200+2.0%Added
State of Alaska, Department of Revenue10,421$366.0K0.00%−4,582−30.5%Reduced
Bill Few Associates, Inc.10,444$367.5K0.08%+1,074+11.5%Added
Mercer Global Advisors Inc10,757$378.5K0.00%+3,324+44.7%Added
Susquehanna Fundamental Investments, LLC10,777$379.2K0.01%+2,966+38.0%Added
Colony Group, LLC10,848$381.7K0.00%−422−3.7%Reduced
Redwood Family Wealth LLC11,182$393.5K0.35%−140−1.2%Reduced
GWM Advisors LLC11,918$419.4K0.00%+59+0.5%Added
SG Americas Securities, LLC12,206$430.0K0.00%+4,981+68.9%Added
Louisiana State Employees Retirement System12,300$432.8K0.01%−100−0.8%Reduced
Mirae Asset Global ETFs Holdings Ltd.13,417$472.1K0.00%−166−1.2%Reduced
Jupiter Topco LLC13,532$476.0K0.00%+13,532New
SEI Investments Co14,755$519.2K0.00%−5,843−28.4%Reduced
HRT Financial LP14,791$520.0K0.00%+3,475+30.7%Added
Bayview Asset Management, LLC15,000$527.9K0.39%00.0%Unchanged
Illinois Municipal Retirement Fund15,105$531.5K0.01%−374−2.4%Reduced
Fifth Third Bancorp15,140$532.8K0.00%−1,396−8.4%Reduced
Mariner, LLC15,341$539.8K0.00%+1,732+12.7%Added
Russell Investments Group, Ltd.15,740$553.9K0.00%+13,318+549.9%Added
HighTower Advisors, LLC15,762$554.7K0.00%−487−3.0%Reduced
State of Tennessee, Treasury Department15,966$561.8K0.00%+4,647+41.1%Added
MetLife Investment Management17,018$598.9K0.00%+24+0.1%Added
Teacher Retirement System of Texas17,563$618.0K0.00%+3,696+26.7%Added
Vanguard Asset Management, Ltd18,240$641.9K0.00%00.0%Unchanged
Thrivent Financial for Lutherans18,365$646.0K0.00%−284−1.5%Reduced
Franklin Resources Inc19,133$673.3K0.00%+779+4.2%Added
CWM Advisors, LLC19,384$682.1K0.03%+2,847+17.2%Added
Hennion & Walsh Asset Management, Inc.19,720$693.9K0.02%+114+0.6%Added
Ieq Capital, LLC20,043$705.3K0.00%+5,615+38.9%Added
Squarepoint Ops LLC21,211$746.4K0.00%−739−3.4%Reduced
Y-Intercept (Hong Kong) Ltd21,271$748.5K0.01%+21,271New
Vanguard Global Advisers, LLC21,704$763.8K0.00%+1,054+5.1%Added
LPL Financial LLC22,727$799.8K0.00%+6,708+41.9%Added
Citigroup Inc23,442$824.9K0.00%+5,883+33.5%Added
Solutions 4 Wealth, Ltd24,242$853.1K1.10%00.0%Unchanged
Great West Life Assurance Co24,713$869.0K0.00%+140+0.6%Added
Wedge Capital Management L L P25,157$885.3K0.01%−3,153−11.1%Reduced
California State Teachers Retirement System26,686$939.1K0.00%+357+1.4%Added
Zurcher Kantonalbank (Zurich Cantonalbank)29,020$1.02M0.00%+14,861+105.0%Added
Alliancebernstein L.P.34,590$1.08M0.00%+6,450+22.9%Added
Deutsche Bank AG31,443$1.11M0.00%+1,322+4.4%Added
Captrust Financial Advisors31,725$1.12M0.00%+597+1.9%Added
Universal- Beteiligungs- und Servicegesellschaft mbH39,818$1.40M0.00%+595+1.5%Added
Campbell & CO Investment Adviser LLC40,982$1.44M0.08%+6,464+18.7%Added
Pinnacle Associates Ltd41,574$1.46M0.02%+904+2.2%Added
Prudential Financial Inc41,738$1.47M0.00%+360+0.9%Added
Royce & Associates LP43,468$1.53M0.01%−3,738−7.9%Reduced
Quantinno Capital Management LP47,845$1.68M0.00%+9,970+26.3%Added
Fisher Asset Management, LLC53,630$1.89M0.00%00.0%Unchanged
Swiss National Bank56,718$2.00M0.00%+900+1.6%Added
Pingora Partners LLC58,375$2.05M1.20%−3,370−5.5%Reduced
Wells Fargo & Company58,621$2.06M0.00%+15,897+37.2%Added
Legal & General Group Plc60,698$2.13M0.00%−5,122−7.8%Reduced
UBS Asset Management Americas Inc63,442$2.23M0.00%−947−1.5%Reduced
Creative Planning63,689$2.24M0.00%−169−0.3%Reduced
Millennium Management LLC68,270$2.40M0.00%+10,227+17.6%Added
Kestrel Investment Management Corp69,000$2.43M1.32%00.0%Unchanged
Polaris Capital Management, LLC70,158$2.47M0.23%+7,214+11.5%Added
Rhumbline Advisers70,585$2.48M0.00%−9,987−12.4%Reduced
Ameriprise Financial Inc72,308$2.54M0.00%+1,349+1.9%Added
Parkway Wealth Management Group, LLC74,109$2.61M0.30%+40.0%Added
Price T Rowe Associates Inc74,486$2.62M0.00%+17,015+29.6%Added
UBS Group AG77,958$2.74M0.00%−13,430−14.7%Reduced
Citadel Advisors LLC84,790$2.98M0.00%−10,273−10.8%Reduced
Nuveen, LLC86,335$3.04M0.00%+24,670+40.0%Added
State of New Jersey Common Pension Fund D92,388$3.25M0.01%00.0%Unchanged
Public Sector Pension Investment Board95,826$3.37M0.01%−4,085−4.1%Reduced
Empowered Funds, LLC113,411$3.99M0.02%+13,113+13.1%Added
Third Avenue Management LLC116,879$4.11M0.66%00.0%Unchanged
Arrowstreet Capital, Limited Partnership120,629$4.24M0.00%+5,497+4.8%Added
Bank of America Corp129,163$4.55M0.00%+3,824+3.1%Added
Principal Financial Group Inc135,423$4.77M0.00%−419−0.3%Reduced
Mackenzie Financial Corp147,700$5.20M0.01%+74,971+103.1%Added
Bridgeway Capital Management, LLC151,664$5.34M0.09%+7,566+5.3%Added
JPMorgan Chase & Co162,584$5.67M0.00%−14,674−8.3%Reduced
Vanguard Fiduciary Trust Co188,255$6.62M0.00%+9,493+5.3%Added
AQR Capital Management LLC188,629$6.64M0.00%+35,446+23.1%Added
Hotchkis & Wiley Capital Management LLC206,150$7.25M0.02%+1,400+0.7%Added
Morgan Stanley229,982$8.09M0.00%−54,909−19.3%Reduced
Goldman Sachs Group Inc255,209$8.98M0.00%−100,195−28.2%Reduced
Invesco Ltd.256,437$9.02M0.00%+2,521+1.0%Added
Royal Bank of Canada257,180$9.05M0.00%−3,748−1.4%Reduced
Bank of New York Mellon Corp261,818$9.21M0.00%+10,054+4.0%Added
American Century Companies Inc338,886$11.9M0.01%−4,440−1.3%Reduced
Northern Trust Corp342,761$12.1M0.00%+23,535+7.4%Added
Two Sigma Investments, LP348,461$12.3M0.01%−46,359−11.7%Reduced
Charles Schwab Investment Management Inc360,385$12.7M0.00%−29,482−7.6%Reduced
Renaissance Technologies LLC419,146$14.7M0.02%−21,000−4.8%Reduced
Vanguard Portfolio Management LLC630,384$22.2M0.00%+41,333+7.0%Added
Geode Capital Management, LLC737,957$26.0M0.00%+16,543+2.3%Added
Vanguard Capital Management LLC1,248,193$43.9M0.00%+11,072+0.9%Added
State Street Corp1,328,182$46.7M0.00%+34,564+2.7%Added
Dimensional Fund Advisors LP1,406,812$49.5M0.01%+22,067+1.6%Added
BlackRock, Inc.4,271,247$150.3M0.00%+69,751+1.7%Added
ProShare Advisors LLC0$00.00%−207,364−100.0%Sold out
Jane Street Group, LLC0$00.00%−47,297−100.0%Sold out
Susquehanna International Group, LLP0$00.00%−15,966−100.0%Sold out
Toroso Investments, LLC0$00.00%−15,267−100.0%Sold out
Advisory Services Network, LLC0$00.00%−4,625−100.0%Sold out