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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
Ameritas Advisory Services, LLC9,186$323.3K0.01%+9,186New
The PNC Financial Services Group, Inc.9,167$322.6K0.00%+810+9.7%Added
XTX Topco Ltd9,092$319.9K0.00%+9,092New
Jamison Private Wealth Management, Inc.9,083$319.6K0.03%+9+0.1%Added
Manufacturers Life Insurance Company, The8,822$310.4K0.00%+724+8.9%Added
Steward Partners Investment Advisory, LLC8,770$308.6K0.00%+8,770New
Concurrent Investment Advisors, LLC8,739$307.5K0.00%+125+1.5%Added
Pinnacle Wealth Management Advisory Group, LLC8,718$306.8K0.02%−4,911−36.0%Reduced
RMB Capital Management, LLC8,462$297.8K0.00%+20.0%Added
State Board of Administration of Florida Retirement System8,403$295.7K0.00%00.0%Unchanged
Wiley Bros.-Aintree Capital, LLC8,144$286.6K0.00%−636−7.2%Reduced
Rafferty Asset Management, LLC8,135$286.3K0.00%−5,365−39.7%Reduced
Police & Firemen's Retirement System of New Jersey7,997$281.4K0.00%00.0%Unchanged
Arizona State Retirement System7,797$274.4K0.00%−48−0.6%Reduced
Stifel Financial Corp7,561$266.1K0.00%+30.0%Added
Amalgamated Bank7,544$265.0K0.00%−532−6.6%Reduced
Bailard, Inc.7,500$263.9K0.01%+7,500New
Ackerman Capital Advisors, LLC7,438$261.7K0.05%00.0%Unchanged
BNP Paribas Arbitrage, SA7,403$260.5K0.00%+716+10.7%Added
Neuberger Berman Group LLC7,188$252.9K0.00%+7,188New
Wealth Enhancement Advisory Services, LLC7,341$252.2K0.00%+7,341New
Teachers Retirement System of the State of Kentucky7,176$252.0K0.00%00.0%Unchanged
Public Employees Retirement Association of Colorado7,116$250.0K0.00%00.0%Unchanged
Yousif Capital Management, LLC6,918$243.4K0.00%−522−7.0%Reduced
Voya Investment Management LLC6,684$235.2K0.00%+6,684New
Commonwealth of Pennsylvania Public School Empls Retrmt Sys6,632$233.4K0.00%−277−4.0%Reduced
Oregon Public Employees Retirement Fund6,410$225.6K0.00%00.0%Unchanged
Intech Investment Management LLC6,163$216.9K0.00%−997−13.9%Reduced
KLP Kapitalforvaltning AS6,100$214.7K0.00%00.0%Unchanged
Sanctuary Advisors, LLC5,976$210.3K0.00%+5,976New
Moisand Fitzgerald Tamayo, LLC3,807$134.0K0.01%00.0%Unchanged
FMR LLC3,563$125.4K0.00%+1,184+49.8%Added
GAMMA Investing LLC3,379$118.9K0.00%+916+37.2%Added
Ameritas Investment Partners, Inc.2,644$93.0K0.00%+227+9.4%Added
New York State Teachers Retirement System2,638$93.0K0.00%+151+6.1%Added
Larson Financial Group LLC2,429$85.5K0.00%−2,658−52.3%Reduced
Nisa Investment Advisors, LLC2,382$83.8K0.00%+1,762+284.2%Added
Hilltop National Bank2,278$80.2K0.02%00.0%Unchanged
Ensign Peak Advisors, Inc2,214$77.9K0.00%00.0%Unchanged
Rockefeller Capital Management L.P.2,180$76.7K0.00%+15+0.7%Added
Farther Finance Advisors, LLC1,933$68.0K0.00%+260+15.5%Added
Public Employees Retirement System of Ohio1,765$62.1K0.00%+1,116+172.0%Added
Hantz Financial Services, Inc.1,712$60.0K0.00%−20−1.2%Reduced
Tower Research Capital LLC (TRC)1,682$59.2K0.00%−1,560−48.1%Reduced
Jones Financial Companies LLLP1,451$50.9K0.00%−132−8.3%Reduced
SRS Capital Advisors, Inc.1,262$44.4K0.00%+1,098+669.5%Added
Versant Capital Management, Inc693$24.4K0.00%00.0%Unchanged
Nykredit A/S692$24.4K0.00%+692New
EverSource Wealth Advisors, LLC678$23.9K0.00%−380−35.9%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.643$22.6K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.617$21.7K0.00%+232+60.3%Added
Pinnacle Wealth Planning Services, Inc.599$21.1K0.00%+9+1.5%Added
Harbor Capital Advisors, Inc.604$21.0K0.00%−232−27.8%Reduced
Sterling Capital Management LLC515$18.1K0.00%−443−46.2%Reduced
BNP PARIBAS ASSET MANAGEMENT Holding S.A.423$14.9K0.00%−440−51.0%Reduced
Los Angeles Capital Management LLC410$14.4K0.00%00.0%Unchanged
Global Retirement Partners, LLC406$14.3K0.00%+406New
Allworth Financial LP393$13.8K0.00%+121+44.5%Added
Signaturefd, LLC335$11.8K0.00%+38+12.8%Added
US Bancorp305$10.7K0.00%−145−32.2%Reduced
Optiver Holding B.V.282$9.92K0.00%+200+243.9%Added
South State Corp.278$9.78K0.00%00.0%Unchanged
Bessemer Group Inc256$9.00K0.00%00.0%Unchanged
Huntington National Bank242$8.52K0.00%+242New
Smartleaf Asset Management LLC213$7.43K0.00%00.0%Unchanged
Rothschild Investment LLC188$6.62K0.00%+41+27.9%Added
Essential Partners LLC165$5.81K0.00%+13+8.6%Added
IFP Advisors, Inc132$4.64K0.00%+36+37.5%Added
Parkside Financial Bank & Trust107$3.77K0.00%00.0%Unchanged
UMA Financial Services, Inc.92$3.24K0.00%−18−16.4%Reduced
Aster Capital Management (DIFC) Ltd92$3.24K0.00%+92New
Massmutual Trust Co FSB71$2.50K0.00%+28+65.1%Added
Bellevue Asset Management, LLC62$2.18K0.00%+62New
Salomon & Ludwin, LLC61$2.17K0.00%00.0%Unchanged
Kilter Group LLC59$2.08K0.00%−5−7.8%Reduced
SBI Securities Co., Ltd.57$2.01K0.00%−5−8.1%Reduced
Cedar Mountain Advisors, LLC52$1.83K0.00%00.0%Unchanged
Umb Bank N A47$1.65K0.00%00.0%Unchanged
Bare Financial Services, Inc42$1.48K0.00%00.0%Unchanged
Parallel Advisors, LLC33$1.16K0.00%−25−43.1%Reduced
Basecamp Wealth Advisors LLC33$1.16K0.00%+6+22.2%Added
Covestor Ltd16$1.00K0.00%+9+128.6%Added
Keating Financial Advisory Services, Inc.22$7740.00%00.0%Unchanged
Farmers & Merchants Investments Inc18$6330.00%00.0%Unchanged
True Wealth Design, LLC17$5990.00%−3−15.0%Reduced
SJS Investment Consulting Inc.16$5640.00%+16New
Financial Consulate, Inc15$5280.00%00.0%Unchanged
Silver Grove Financial Group, Inc.12$4220.00%+12New
Harbour Investments, Inc.8$2820.00%00.0%Unchanged
Clearstead Advisors, LLC7$2470.00%+7New
Caitong International Asset Management Co., Ltd3$1060.00%00.0%Unchanged
Davis Capital Management2$700.00%+2New
Plante Moran Financial Advisors, LLC1$350.00%+1New
Hughes Financial Services, LLC1$350.00%+1New
Avion Wealth18$00.00%00.0%Unchanged
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