Southside BancsharesSBSI

13F holders, Q1 2024 (March 31)
160holders
7famous investors
$29.24avg. 13F price*

At the end of Q1 2024, 160 institutions reported holding Southside Bancshares Inc. (SBSI) in their 13F filings. The largest holders were BlackRock Inc. ($128.1M), Vanguard Group Inc. ($58.4M) and State Street Corp. ($39.1M). 7 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
Southside Bancshares Inc.
CUSIP
84470P109
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200 Q1 2024: 160Q1 2024Q2 2024: 149Q2 2024Q3 2024: 164Q3 2024Q4 2024: 156Q4 2024Q1 2025: 171Q1 2025Q2 2025: 174Q2 2025Q3 2025: 176Q3 2025Q4 2025: 181Q4 2025Q1 2026: 184Q1 2026Q2 2026: 195Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions20$4.3M
Exits13$11.1M

Ownership 160 holders

BlackRock Inc. 0.00% Reduce -1.4% 4,382,993 $128.1M
Vanguard Group Inc. 0.00% Reduce -7.6% 1,997,886 $58.4M
State Street Corp. 0.00% Add +1.7% 1,337,509 $39.1M
Dimensional Fund Advisors LP 0.01% Reduce -3.0% 1,195,877 $35.0M
Geode Capital Management, LLC 0.00% Add +2.3% 644,281 $18.8M
Renaissance Technologies 0.03% Add +10.5% 564,785 $16.5M
Charles Schwab Investment Management Inc. 0.00% Add +7.1% 389,616 $11.4M
Bank of New York Mellon Corp 0.00% Reduce -3.3% 333,197 $9.7M
Morgan Stanley 0.00% Add +14.9% 328,934 $9.6M
Goldman Sachs Group Inc. 0.00% Add +12.3% 321,768 $9.4M
Northern Trust Corp. 0.00% Reduce -13.5% 304,024 $8.9M
ProShare Advisors LLC 0.02% Add +0.9% 266,202 $7.8M
Royal Bank of Canada 0.00% Reduce -3.0% 264,025 $7.7M
Millennium Management 0.01% Reduce -16.0% 238,251 $7.0M
Third Avenue Management LLC 0.98% No change 209,426 $6.1M
JPMorgan Chase & Co. 0.00% Reduce -11.5% 179,897 $5.3M
American Century Companies Inc. 0.00% Add +5.7% 166,466 $4.9M
Principal Financial Group Inc. 0.00% Reduce -0.2% 149,184 $4.4M
Invesco Ltd. 0.00% Reduce -28.3% 136,296 $4.0M
Townsquare Capital LLC 0.05% Add +0.0% 124,221 $3.6M
AQR Capital Management 0.01% Add +122.3% 121,614 $3.6M
Two Sigma Investments, LP 0.01% Add +37.0% 99,566 $2.9M
State of New Jersey Common Pension Fund D 0.01% Add +5.4% 96,241 $2.8M
Ameriprise Financial Inc. 0.00% Add +0.1% 95,073 $2.8M
Rhumbline Advisers 0.00% Add +0.3% 91,965 $2.7M
Two Sigma Advisers, LP 0.01% Add +15.9% 88,700 $2.6M
Citadel Advisors 0.00% Add +153.5% 85,531 $2.5M
Legal & General Group Plc 0.00% Add +0.9% 82,161 $2.4M
Arrowstreet Capital, Limited Partnership 0.00% Add +222.2% 77,125 $2.3M
Bridgeway Capital Management, LLC 0.05% Add +6.9% 75,458 $2.2M
Nuveen Asset Management, LLC 0.00% Reduce -4.1% 73,961 $2.2M
Kestrel Investment Management Corp. 1.36% Reduce -0.8% 69,600 $2.0M
Empowered Funds, LLC 0.03% Add +8.1% 65,458 $1.9M
Public Sector Pension Investment Board 0.01% No change 59,537 $1.7M
Hamilton Point Investment Advisors, LLC 0.33% Reduce -1.7% 57,366 $1.7M
Fisher Asset Management 0.00% Reduce -7.3% 56,809 $1.7M
Swiss National Bank 0.00% Reduce -1.1% 56,618 $1.7M
UBS Group AG 0.00% Reduce -7.7% 55,012 $1.6M
Bank of America Corp. 0.00% Reduce -10.5% 51,986 $1.5M
Chatham Capital Group, Inc. 0.27% Add +11.9% 49,563 $1.4M
Brown Brothers Harriman & Co. 0.01% No change 48,128 $1.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% No change 44,341 $1.3M
Barclays PLC 0.00% Reduce -27.6% 44,199 $1.3M
Polaris Capital Management, LLC 0.06% No change 43,200 $1.3M
Wells Fargo & Company 0.00% Reduce -3.3% 42,575 $1.2M
Citigroup Inc. 0.00% Add +16.4% 41,646 $1.2M
Voya Investment Management LLC 0.00% Reduce -5.6% 40,023 $1.2M
Alliancebernstein L.P. 0.00% No change 39,050 $1.1M
Credit Suisse AG/ 0.00% Add +2.8% 39,046 $1.1M
D. E. Shaw & Co. 0.00% Add +27.4% 37,424 $1.1M
Captrust Financial Advisors 0.00% Reduce -25.4% 34,850 $1.0M
Prudential Financial Inc. 0.00% Reduce -1.2% 32,811 $959K
Rafferty Asset Management, LLC 0.00% Add +3.1% 29,367 $858K
California State Teachers Retirement System 0.00% Reduce -6.1% 28,688 $839K
T. Rowe Price Associates Inc. 0.00% Add +3.9% 28,315 $828K
State of Tennessee, Department of Treasury 0.00% Add +173.7% 27,779 $812K
State Board of Administration of Florida Retirement System 0.00% Add +185.9% 24,028 $798K
CANADA LIFE ASSURANCE Co 0.00% Add +11.1% 26,241 $763K
Texas Permanent School Fund Corp. 0.01% Add +1.5% 25,150 $735K
Thrivent Financial for Lutherans 0.00% Reduce -2.5% 24,930 $729K
Solutions 4 Wealth, Ltd 1.99% No change 24,242 $709K
LPL Financial LLC 0.00% Add +18.5% 24,053 $703K
Healthcare of Ontario Pension Plan Trust Fund 0.00% Reduce -8.7% 23,100 $675K
Campbell & CO Investment Adviser LLC 0.06% Reduce -6.9% 22,818 $667K
Ensign Peak Advisors, Inc 0.00% Reduce -4.8% 21,914 $641K
BNP Paribas Financial Markets 0.00% Add +73.6% 19,533 $571K
Victory Capital Management Inc. 0.00% Add +4.4% 18,559 $542K
State of Alaska, Department of Revenue 0.01% Reduce -0.8% 17,513 $511K
Jane Street Group, LLC 0.00% Reduce -22.1% 16,939 $495K
Sowell Financial Services LLC 0.02% No change 16,937 $495K
First Trust Advisors LP 0.00% Reduce -15.7% 16,900 $494K
Illinois Municipal Retirement Fund 0.01% Add +1.0% 16,001 $468K
Deutsche Bank AG 0.00% Add +7.8% 15,627 $457K
American International Group, Inc. 0.00% Reduce -0.9% 15,497 $453K
TD Asset Management Inc 0.00% Reduce -59.1% 15,290 $447K
Mirae Asset Global Investments Co., Ltd. 0.00% No change 13,245 $446K
Trexquant Investment LP 0.01% New 14,911 $436K
MetLife Investment Management, LLC 0.00% No change 14,733 $431K
Naples Global Advisors, LLC 0.04% Reduce -15.8% 14,374 $420K
Louisiana State Employees Retirement System 0.01% Reduce -1.4% 14,200 $415K
Hennion & Walsh Asset Management, Inc. 0.02% Add +16.1% 13,990 $409K
Comerica Bank 0.00% Reduce -8.0% 13,894 $406K
Janus Henderson Group PLC 0.00% Add +0.0% 13,679 $399K
HighTower Advisors, LLC 0.00% Add +3.5% 13,345 $389K
Susquehanna International Group, LLP 0.00% Reduce -47.4% 13,103 $383K
Franklin Resources Inc. 0.00% New 13,092 $383K
Yousif Capital Management, LLC 0.00% Reduce -8.4% 13,002 $380K
New York Life Investment Management LLC 0.00% New 12,699 $371K
Semanteon Capital Management, LP 0.23% New 12,507 $366K
New York State Common Retirement Fund 0.00% Add +1.9% 12,427 $363K
Inspire Investing, LLC 0.04% Add +0.3% 12,277 $359K
Cubist Systematic Strategies, LLC 0.00% New 11,012 $322K
Inceptionr LLC 0.08% New 10,874 $318K
Manufacturers Life Insurance Company, The 0.00% Reduce -3.1% 10,801 $316K
Lion Street Advisors, LLC 0.13% No change 9,973 $312K
Raymond James Financial Services Advisors, Inc. 0.00% Add +0.3% 10,509 $307K
Creative Planning 0.00% Add +0.5% 10,487 $307K
Teachers Retirement System of the State of Kentucky 0.00% No change 10,040 $294K
King Luther Capital Management Corp. 0.00% Add +9.6% 9,947 $291K
Gibson Wealth Advisors LLC 0.28% — 9,856 $288K
Maryland State Retirement & Pension System 0.01% No change 10,426 $282K
Denali Advisors LLC 0.08% New 9,100 $266K
Ameritas Advisory Services, LLC 0.01% New 9,531 $263K
Relative Value Partners Group, LLC 0.02% No change 8,250 $258K
Amalgamated Bank 0.00% Reduce -17.7% 8,604 $251K
New York State Teachers Retirement System 0.00% Reduce -1.2% 8,274 $242K
PNC Financial Services Group, Inc. 0.00% Reduce -0.6% 8,242 $241K
Jump Financial, LLC 0.01% New 8,156 $238K
Squarepoint Ops LLC 0.00% New 8,035 $235K
Jacobs Levy Equity Management, Inc. 0.00% New 7,984 $233K
Arizona State Retirement System 0.00% Reduce -2.8% 7,884 $230K
Handelsbanken Fonder AB 0.00% No change 7,809 $228K
Connor, Clark & Lunn Investment Management Ltd. 0.00% New 7,726 $226K
Oregon Public Employees Retirement Fund 0.00% Reduce -8.3% 7,710 $225K
HRT Financial LP 0.00% Reduce -54.0% 7,167 $209K
Public Employees Retirement Association of Colorado 0.00% No change 7,116 $208K
Versor Investments LP 0.04% New 7,100 $208K
ExodusPoint Capital Management, LP 0.00% New 7,061 $206K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 6,491 $190K
Quantbot Technologies LP 0.01% Add +84.6% 6,092 $178K
SG Americas Securities, LLC 0.00% Reduce -27.9% 5,564 $163K
Amundi 0.00% Add +31.9% 5,091 $139K
Jamison Private Wealth Management, Inc. 0.02% Add +0.4% 4,059 $119K
Moisand Fitzgerald Tamayo, LLC 0.02% No change 3,807 $111K
Point72 Asia (Singapore) Pte. Ltd. 0.03% New 3,684 $108K
Aquatic Capital Management LLC 0.00% Add +775.0% 3,500 $102K
Point72 Asset Management 0.00% New 3,400 $99K
EntryPoint Capital, LLC 0.09% Add +57.0% 3,293 $96K
Ameritas Investment Partners, Inc. 0.00% No change 2,903 $85K
US Bancorp \de 0.00% Add +1470.5% 2,764 $81K
AlphaQuest LLC 0.01% Reduce -82.6% 2,548 $74K
Colonial Trust Co / SC 0.01% No change 2,505 $73K
Catalyst Funds Management Pty Ltd 0.02% — 2,400 $70K
Hilltop National Bank 0.02% — 2,278 $67K
FMR LLC 0.00% Add +255.9% 1,808 $53K
Metropolitan Life Insurance Co 0.00% Reduce -12.3% 1,504 $44K
Osaic Holdings, Inc. 0.00% Add +42.2% 1,486 $43K
Farther Finance Advisors, LLC 0.00% Add +1.3% 1,358 $39K
KBC Group NV 0.00% No change 1,342 $39K
Qube Research & Technologies Ltd 0.00% Reduce -73.2% 801 $23K
Nisa Investment Advisors, LLC 0.00% Add +21.3% 712 $21K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Add +495.4% 643 $19K
Public Employees Retirement System of Ohio 0.00% Add +8.2% 583 $17K
Cwm, LLC 0.00% Add +859.3% 566 $17K
Tower Research Capital LLC (TRC) 0.00% Reduce -76.1% 542 $16K
Smartleaf Asset Management LLC 0.00% No change 467 $14K
Russell Investments Group, Ltd. 0.00% No change 356 $10K
GAMMA Investing LLC 0.00% Add +83.0% 322 $9K
Versant Capital Management, Inc 0.00% No change 136 $4K
Quadrant Capital Group LLC 0.00% No change 77 $2K
MassMutual Private Wealth & Trust, FSB 0.00% Add +46.7% 66 $2K
Private Wealth Management Group, LLC 0.00% New 60 $2K
Parallel Advisors, LLC 0.00% No change 40 $1K
Global Retirement Partners, LLC 0.00% No change 24 $702
Farmers & Merchants Investments Inc. 0.00% No change 21 $614
Avior Wealth Management, LLC 0.00% New 8 $233
UMB Bank, n.a. 0.00% New 7 $205
Parkside Financial Bank & Trust 0.00% No change 6 $176
Rothschild Investment LLC 0.00% New 5 $146
Covestor Ltd 0.00% Reduce -33.3% 4 $0

"% of holder's portfolio" is SBSI's weight in each manager's 13F, not the share of Southside Bancshares Inc. the manager owns.