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 180 institutions that hold shares in the stock, with a total of 17.2 Million shares, which have been reported (via 13F filing form) to have a value of $535 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
225
shares
|
$6,968
0.0% of portfolio
|
Q1 2025
Added 462.5%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
176
shares
|
$5,450
0.0% of portfolio
|
Q2 2024
Reduced 93.63%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
141
shares
|
$4,366
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
121
shares
|
$3,747
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
119
shares
|
$3,685
0.0% of portfolio
|
Q1 2025
Reduced 68.1%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
85
shares
|
$2,632
0.0% of portfolio
|
Q1 2025
Reduced 87.98%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
80
shares
|
$2,477
0.0% of portfolio
|
Q1 2025
Added 300.0%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
72
shares
|
$2,229
0.0% of portfolio
|
Q1 2025
Added 7.46%
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
68
shares
|
$2,105
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
57
shares
|
$1,765
0.0% of portfolio
|
Q1 2025
Reduced 38.71%
|
|
|
Quarry LP
New York, NY |
May 15, 2025 Q1 2025 |
46
shares
|
$1,424
0.0% of portfolio
|
Q1 2025
Reduced 9.8%
|
|
|
Militia Capital Partners, LP
Las Vegas, NV |
Jun 05, 2025 Q1 2025 |
27
shares
|
$836
0.18% of portfolio
|
Q1 2025
Reduced 32.5%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
24
shares
|
$743
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
23
shares
|
$712
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
23
shares
|
$712
0.0% of portfolio
|
Q1 2025
Added 43.75%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
21
shares
|
$650
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
18
shares
|
$557
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
17
shares
|
$526
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
16
shares
|
$495
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
15
shares
|
$464
0.0% of portfolio
|
Q1 2025
Added 200.0%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
15
shares
|
$464
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
15
shares
|
$464
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
12
shares
|
$371
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
9
shares
|
$278
0.0% of portfolio
|
Q4 2020
Reduced 40.0%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
8
shares
|
$247
0.0% of portfolio
|
Q1 2025
New holding
|