Institutional Ownership Southside Bancshares Inc (SBSI)
This table provides information about the institutional ownership of Southside Bancshares Inc (SBSI). We have compiled data on the 177 institutions that hold shares in the stock, with a total of 17.3 Million shares, which have been reported (via 13F filing form) to have a value of $500 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
176
shares
|
$5,075
0.0% of portfolio
|
Q2 2024
Reduced 93.63%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
169
shares
|
$4,873
0.0% of portfolio
|
Q3 2025
Added 23.36%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
166
shares
|
$4,787
0.0% of portfolio
|
Q2 2025
Reduced 26.22%
|
|
|
Harbor Capital Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
146
shares
|
$4,210
0.0% of portfolio
|
Q3 2025
Reduced 37.07%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
141
shares
|
$4,066
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Quarry LP
New York, NY |
Nov 14, 2025 Q3 2025 |
132
shares
|
$3,806
0.0% of portfolio
|
Q3 2025
Added 186.96%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
122
shares
|
$3,518
0.0% of portfolio
|
Q3 2025
Added 10.91%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
75
shares
|
$2,163
0.0% of portfolio
|
Q3 2025
Reduced 21.05%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
74
shares
|
$2,134
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
71
shares
|
$2,047
0.0% of portfolio
|
Q3 2025
Added 343.75%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
63
shares
|
$1,816
0.0% of portfolio
|
Q3 2025
Added 293.75%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
58
shares
|
$1,672
0.0% of portfolio
|
Q3 2025
Reduced 20.55%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
57
shares
|
$1,643
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
47
shares
|
$1,355
0.0% of portfolio
|
Q3 2025
Added 327.27%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
42
shares
|
$1,211
0.0% of portfolio
|
Q3 2025
Added 133.33%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
24
shares
|
$692
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
21
shares
|
$605
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
17
shares
|
$490
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
17
shares
|
$490
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
16
shares
|
$461
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
15
shares
|
$432
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
15
shares
|
$432
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
11
shares
|
$317
0.0% of portfolio
|
Q3 2025
Added 57.14%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
9
shares
|
$259
0.0% of portfolio
|
Q4 2020
Reduced 40.0%
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
5
shares
|
$144
0.0% of portfolio
|
Q3 2025
New holding
|
|