Southside BancsharesSBSI
13F holders, Q2 2024 (June 30)149holders −11
11new positions
23sold out
8famous investors
$27.61avg. 13F price*
At the end of Q2 2024, 149 institutions reported holding Southside Bancshares Inc. (SBSI) in their 13F filings, down 11 from Q1 2024. 11 opened new positions and 23 sold out. The largest holders were BlackRock Inc. ($120.1M), Vanguard Group Inc. ($55.2M) and State Street Corp. ($35.4M). 8 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Southside Bancshares Inc.
- CUSIP
- 84470P109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $4.0M |
| Exits | 23 | $8.3M |
All 13F filers, Q1 2024 → Q2 2024: 874,712 shares bought and 850,422 shares sold, net +24,290 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 149 holders
| BlackRock Inc. | 0.00% | Reduce -0.8% | 4,349,349 | $120.1M |
| Vanguard Group Inc. | 0.00% | Add +0.1% | 2,000,876 | $55.2M |
| State Street Corp. | 0.00% | Reduce -4.1% | 1,282,379 | $35.4M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -2.4% | 1,166,936 | $32.2M |
| Geode Capital Management, LLC | 0.00% | Add +3.8% | 668,569 | $18.5M |
| Renaissance Technologies | 0.03% | Add +6.8% | 603,285 | $16.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +11.8% | 359,739 | $9.9M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -8.2% | 357,518 | $9.9M |
| Bank of New York Mellon Corp | 0.00% | Reduce -3.8% | 320,662 | $8.9M |
| Morgan Stanley | 0.00% | Reduce -6.1% | 308,983 | $8.5M |
| Northern Trust Corp. | 0.00% | Reduce -0.7% | 302,010 | $8.3M |
| Royal Bank of Canada | 0.00% | Add +0.1% | 264,292 | $7.3M |
| AQR Capital Management | 0.01% | Add +95.8% | 238,087 | $6.6M |
| ProShare Advisors LLC | 0.02% | Reduce -15.4% | 225,105 | $6.2M |
| JPMorgan Chase & Co. | 0.00% | Add +19.4% | 214,867 | $5.9M |
| Third Avenue Management LLC | 0.99% | No change | 209,426 | $5.8M |
| American Century Companies Inc. | 0.00% | Add +1.2% | 168,450 | $4.7M |
| Principal Financial Group Inc. | 0.00% | Reduce -4.9% | 141,916 | $3.9M |
| Invesco Ltd. | 0.00% | Reduce -0.5% | 135,591 | $3.7M |
| Two Sigma Advisers, LP | 0.01% | Add +48.1% | 131,400 | $3.6M |
| Townsquare Capital LLC | 0.05% | Add +0.1% | 124,316 | $3.4M |
| Deutsche Bank AG | 0.00% | Add +664.1% | 119,399 | $3.3M |
| Citadel Advisors | 0.00% | Add +39.5% | 119,359 | $3.3M |
| Millennium Management | 0.00% | Reduce -55.6% | 105,821 | $2.9M |
| Two Sigma Investments, LP | 0.01% | Add +4.8% | 104,366 | $2.9M |
| Bridgeway Capital Management, LLC | 0.06% | Add +32.5% | 99,998 | $2.8M |
| Rhumbline Advisers | 0.00% | Reduce -1.2% | 90,893 | $2.5M |
| Legal & General Group Plc | 0.00% | Reduce -1.2% | 81,139 | $2.2M |
| D. E. Shaw & Co. | 0.00% | Add +115.5% | 80,669 | $2.2M |
| Ameriprise Financial Inc. | 0.00% | Reduce -20.2% | 75,835 | $2.1M |
| Nuveen Asset Management, LLC | 0.00% | Reduce -1.3% | 73,030 | $2.0M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -25.6% | 71,643 | $2.0M |
| Empowered Funds, LLC | 0.03% | Add +7.7% | 70,498 | $1.9M |
| Kestrel Investment Management Corp. | 1.27% | No change | 69,600 | $1.9M |
| Bank of America Corp. | 0.00% | Add +26.7% | 65,881 | $1.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +45.6% | 64,561 | $1.8M |
| Public Sector Pension Investment Board | 0.01% | Add +6.3% | 63,273 | $1.7M |
| NFJ Investment Group, LLC | 0.05% | New | 62,195 | $1.7M |
| Fisher Asset Management | 0.00% | No change | 56,809 | $1.6M |
| Swiss National Bank | 0.00% | No change | 56,618 | $1.6M |
| UBS Group AG | 0.00% | Reduce -6.2% | 51,593 | $1.4M |
| Brown Brothers Harriman & Co. | 0.01% | No change | 48,128 | $1.3M |
| ExodusPoint Capital Management, LP | 0.01% | Add +570.3% | 47,329 | $1.3M |
| Wells Fargo & Company | 0.00% | Add +5.7% | 45,017 | $1.2M |
| Polaris Capital Management, LLC | 0.06% | No change | 43,200 | $1.2M |
| Citigroup Inc. | 0.00% | Add +1.5% | 42,256 | $1.2M |
| Marshall Wace, LLP | 0.00% | New | 40,168 | $1.1M |
| Voya Investment Management LLC | 0.00% | Add +0.1% | 40,070 | $1.1M |
| Alliancebernstein L.P. | 0.00% | Add +0.5% | 39,247 | $1.1M |
| Rafferty Asset Management, LLC | 0.00% | Add +20.2% | 35,295 | $974K |
| Captrust Financial Advisors | 0.00% | Add +1.2% | 35,257 | $973K |
| Thrivent Financial for Lutherans | 0.00% | Add +38.2% | 34,451 | $951K |
| T. Rowe Price Associates Inc. | 0.00% | Add +12.5% | 31,856 | $880K |
| LPL Financial LLC | 0.00% | Add +32.1% | 31,785 | $878K |
| Prudential Financial Inc. | 0.00% | Reduce -5.0% | 31,161 | $860K |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +12.1% | 29,419 | $813K |
| California State Teachers Retirement System | 0.00% | Reduce -2.2% | 28,045 | $774K |
| BNP Paribas Financial Markets | 0.00% | Add +39.5% | 27,250 | $752K |
| Barclays PLC | 0.00% | Reduce -43.6% | 24,947 | $689K |
| Jane Street Group, LLC | 0.00% | Add +44.1% | 24,408 | $674K |
| Solutions 4 Wealth, Ltd | 1.52% | No change | 24,242 | $669K |
| AlphaQuest LLC | 0.09% | Add +835.1% | 23,826 | $658K |
| Trexquant Investment LP | 0.01% | Add +52.2% | 22,693 | $627K |
| Campbell & CO Investment Adviser LLC | 0.05% | Reduce -2.3% | 22,285 | $615K |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | Reduce -4.3% | 22,100 | $610K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 21,914 | $605K |
| Qube Research & Technologies Ltd | 0.00% | Add +2317.8% | 19,367 | $535K |
| Victory Capital Management Inc. | 0.00% | Add +4.0% | 19,310 | $533K |
| Hennion & Walsh Asset Management, Inc. | 0.03% | Add +33.1% | 18,621 | $514K |
| Sowell Financial Services LLC | 0.02% | No change | 16,937 | $468K |
| State of Alaska, Department of Revenue | 0.01% | Reduce -3.5% | 16,892 | $466K |
| Corebridge Financial, Inc. | 0.00% | — | 16,662 | $460K |
| Susquehanna International Group, LLP | 0.00% | Add +25.4% | 16,430 | $454K |
| Squarepoint Ops LLC | 0.00% | Add +103.9% | 16,380 | $452K |
| Illinois Municipal Retirement Fund | 0.01% | Add +1.9% | 16,304 | $450K |
| MetLife Investment Management, LLC | 0.00% | Add +10.2% | 16,237 | $448K |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -79.1% | 16,149 | $446K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | — | 14,643 | $404K |
| Louisiana State Employees Retirement System | 0.01% | Add +2.1% | 14,500 | $400K |
| HighTower Advisors, LLC | 0.00% | Add +2.8% | 13,716 | $378K |
| Janus Henderson Group PLC | 0.00% | Reduce -1.1% | 13,532 | $374K |
| Occudo Quantitative Strategies LP | 0.06% | New | 12,928 | $357K |
| Inspire Investing, LLC | 0.04% | Add +4.4% | 12,815 | $354K |
| First Trust Advisors LP | 0.00% | Reduce -24.7% | 12,728 | $351K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Add +63.8% | 12,654 | $349K |
| Comerica Bank | 0.00% | Reduce -9.9% | 12,514 | $346K |
| New York State Common Retirement Fund | 0.00% | Add +0.1% | 12,434 | $343K |
| Yousif Capital Management, LLC | 0.00% | Reduce -11.3% | 11,533 | $318K |
| Manufacturers Life Insurance Company, The | 0.00% | Add +5.3% | 11,371 | $314K |
| Tudor Investment Corporation | 0.00% | New | 10,989 | $303K |
| King Luther Capital Management Corp. | 0.00% | Add +9.8% | 10,927 | $302K |
| Naples Global Advisors, LLC | 0.03% | Reduce -24.7% | 10,824 | $299K |
| Creative Planning | 0.00% | Add +2.1% | 10,709 | $296K |
| Cubist Systematic Strategies, LLC | 0.01% | Reduce -2.8% | 10,703 | $296K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +0.4% | 10,547 | $291K |
| Teachers Retirement System of the State of Kentucky | 0.00% | No change | 10,040 | $277K |
| Maryland State Retirement & Pension System | 0.01% | Reduce -3.8% | 10,031 | $277K |
| Gibson Wealth Advisors LLC | 0.25% | No change | 9,856 | $272K |
| Lion Street Advisors, LLC | 0.10% | Reduce -1.2% | 9,852 | $272K |
| Ameritas Advisory Services, LLC | 0.01% | No change | 9,531 | $263K |
"% of holder's portfolio" is SBSI's weight in each manager's 13F, not the share of Southside Bancshares Inc. the manager owns.