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 178 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 $524 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
275
shares
|
$8,379
0.0% of portfolio
|
Q2 2025
Added 131.09%
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
232
shares
|
$7,069
0.0% of portfolio
|
Q2 2025
Added 38.92%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
176
shares
|
$5,362
0.0% of portfolio
|
Q2 2024
Reduced 93.63%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
166
shares
|
$5,058
0.0% of portfolio
|
Q2 2025
Reduced 26.22%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
141
shares
|
$4,296
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
137
shares
|
$4,174
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
121
shares
|
$3,686
0.0% of portfolio
|
Q2 2025
Added 1938.84%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
121
shares
|
$3,686
0.0% of portfolio
|
Q2 2025
Reduced 98.7%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
110
shares
|
$3,351
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
95
shares
|
$2,894
0.0% of portfolio
|
Q2 2025
Added 533.33%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
81
shares
|
$2,468
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
73
shares
|
$2,224
0.0% of portfolio
|
Q2 2025
Added 1.39%
|
|
|
Quarry LP
New York, NY |
Aug 14, 2025 Q2 2025 |
46
shares
|
$1,401
0.0% of portfolio
|
Q1 2025
Reduced 9.8%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
33
shares
|
$1,005
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Militia Capital Partners, LP
Las Vegas, NV |
Aug 14, 2025 Q2 2025 |
27
shares
|
$822
0.11% of portfolio
|
Q1 2025
Reduced 32.5%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
24
shares
|
$731
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
21
shares
|
$639
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
18
shares
|
$548
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
17
shares
|
$517
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
16
shares
|
$487
0.0% of portfolio
|
Q2 2025
Reduced 81.18%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
16
shares
|
$487
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
16
shares
|
$487
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
11
shares
|
$335
0.0% of portfolio
|
Q2 2025
Reduced 8.33%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
9
shares
|
$274
0.0% of portfolio
|
Q4 2020
Reduced 40.0%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
7
shares
|
$213
0.0% of portfolio
|
Q2 2025
Reduced 92.22%
|