Southside BancsharesSBSI

13F holders, Q3 2024 (September 30)
164holders +15
24new positions
10sold out
8famous investors
$33.43avg. 13F price*

At the end of Q3 2024, 164 institutions reported holding Southside Bancshares Inc. (SBSI) in their 13F filings, up 15 from Q2 2024. 24 opened new positions and 10 sold out. The largest holders were BlackRock, Inc. ($147.0M), Vanguard Group Inc. ($65.9M) and Dimensional Fund Advisors LP ($42.5M). 8 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions24$6.1M
Exits10$2.1M

All 13F filers, Q2 2024 → Q3 2024: 1,024,234 shares bought and 713,072 shares sold, net +311,162 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 164 holders

BlackRock, Inc. 0.00% — 4,395,803 $147.0M
Vanguard Group Inc. 0.00% Reduce -1.4% 1,972,185 $65.9M
Dimensional Fund Advisors LP 0.01% Add +8.9% 1,270,351 $42.5M
State Street Corp. 0.00% Reduce -1.9% 1,257,547 $42.0M
Geode Capital Management, LLC 0.00% Add +0.5% 671,666 $22.5M
Renaissance Technologies 0.03% Reduce -14.1% 518,185 $17.3M
JPMorgan Chase & Co. 0.00% Add +79.3% 385,154 $12.9M
Morgan Stanley 0.00% Add +20.8% 373,251 $12.5M
Goldman Sachs Group Inc. 0.00% Add +2.4% 368,397 $12.3M
Charles Schwab Investment Management Inc. 0.00% Reduce -8.9% 325,599 $10.9M
Bank of New York Mellon Corp 0.00% Reduce -5.6% 302,638 $10.1M
Northern Trust Corp. 0.00% Reduce -0.3% 301,135 $10.1M
American Century Companies Inc. 0.01% Add +60.2% 269,909 $9.0M
Royal Bank of Canada 0.00% Reduce -0.5% 262,880 $8.8M
AQR Capital Management 0.01% Reduce -0.5% 236,946 $7.9M
ProShare Advisors LLC 0.02% Reduce -3.3% 217,713 $7.3M
Third Avenue Management LLC 1.14% No change 209,426 $7.0M
Arrowstreet Capital, Limited Partnership 0.00% Add +817.2% 148,113 $5.0M
Principal Financial Group Inc. 0.00% Reduce -5.5% 134,141 $4.5M
Two Sigma Advisers, LP 0.01% Reduce -1.4% 129,600 $4.3M
Invesco Ltd. 0.00% Reduce -10.0% 121,995 $4.1M
Townsquare Capital LLC 0.05% Reduce -5.8% 117,141 $3.9M
Bridgeway Capital Management, LLC 0.07% Add +3.8% 103,750 $3.5M
Two Sigma Investments, LP 0.01% Reduce -2.5% 101,730 $3.4M
Rhumbline Advisers 0.00% Reduce -5.3% 86,063 $2.9M
Legal & General Group Plc 0.00% Reduce -1.8% 79,657 $2.7M
Nuveen Asset Management, LLC 0.00% Add +3.2% 75,343 $2.5M
Empowered Funds, LLC 0.04% Add +5.3% 74,250 $2.5M
Kestrel Investment Management Corp. 1.40% Add +7.9% 75,100 $2.4M
Ameriprise Financial Inc. 0.00% Reduce -7.2% 70,371 $2.4M
Citadel Advisors 0.00% Reduce -42.0% 69,277 $2.3M
UBS Group AG 0.00% Add +32.1% 68,143 $2.3M
Bank of America Corp. 0.00% Reduce -2.6% 64,136 $2.1M
Polaris Capital Management, LLC 0.10% Add +42.4% 61,500 $2.1M
Public Sector Pension Investment Board 0.01% Reduce -4.6% 60,373 $2.0M
Thrivent Financial for Lutherans 0.00% Add +73.6% 59,801 $2.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -7.6% 59,682 $2.0M
NFJ Investment Group, LLC 0.06% Reduce -4.4% 59,460 $2.0M
Barclays PLC 0.00% Add +137.6% 59,263 $2.0M
State of New Jersey Common Pension Fund D 0.01% Reduce -18.1% 58,686 $2.0M
Fisher Asset Management 0.00% No change 56,809 $1.9M
Swiss National Bank 0.00% No change 56,618 $1.9M
Jane Street Group, LLC 0.00% Add +119.5% 53,571 $1.8M
Tudor Investment Corporation 0.02% Add +361.0% 50,659 $1.7M
Citigroup Inc. 0.00% Add +14.9% 48,562 $1.6M
Brown Brothers Harriman & Co. 0.01% No change 48,128 $1.6M
Wells Fargo & Company 0.00% Add +4.3% 46,976 $1.6M
HRT Financial LP 0.01% New 41,380 $1.4M
Millennium Management 0.00% Reduce -62.4% 39,831 $1.3M
Voya Investment Management LLC 0.00% Reduce -0.8% 39,768 $1.3M
Alliancebernstein L.P. 0.00% No change 39,247 $1.3M
Captrust Financial Advisors 0.00% Add +9.0% 38,443 $1.3M
BNP Paribas Financial Markets 0.00% Add +35.6% 36,943 $1.2M
D. E. Shaw & Co. 0.00% Reduce -54.4% 36,753 $1.2M
Prudential Financial Inc. 0.00% Add +16.2% 36,211 $1.2M
Connor, Clark & Lunn Investment Management Ltd. 0.01% Add +179.3% 35,341 $1.2M
LPL Financial LLC 0.00% Add +5.0% 33,371 $1.1M
T. Rowe Price Associates Inc. 0.00% Reduce -5.0% 30,266 $1.0M
CANADA LIFE ASSURANCE Co 0.00% Add +0.7% 29,631 $990K
California State Teachers Retirement System 0.00% Reduce -3.0% 27,200 $909K
Marshall Wace, LLP 0.00% Reduce -33.6% 26,670 $892K
Solutions 4 Wealth, Ltd 1.58% No change 24,242 $810K
ExodusPoint Capital Management, LP 0.01% Reduce -52.0% 22,714 $759K
Rafferty Asset Management, LLC 0.00% Reduce -36.3% 22,475 $751K
Ensign Peak Advisors, Inc 0.00% No change 21,914 $733K
Teacher Retirement System of Texas 0.00% New 21,886 $732K
First Trust Advisors LP 0.00% Add +43.9% 18,311 $612K
Victory Capital Management Inc. 0.00% Reduce -5.3% 18,295 $612K
Hennion & Walsh Asset Management, Inc. 0.03% Reduce -1.8% 18,288 $611K
Deutsche Bank AG 0.00% Reduce -85.3% 17,577 $588K
Trexquant Investment LP 0.01% Reduce -23.2% 17,430 $583K
Qube Research & Technologies Ltd 0.00% Reduce -10.8% 17,284 $578K
Sowell Financial Services LLC 0.03% No change 16,937 $566K
Corebridge Financial, Inc. 0.00% Reduce -1.1% 16,475 $551K
MetLife Investment Management, LLC 0.00% No change 16,237 $543K
State of Alaska, Department of Revenue 0.01% Reduce -3.9% 16,236 $542K
Susquehanna International Group, LLP 0.00% Reduce -2.2% 16,069 $537K
Illinois Municipal Retirement Fund 0.01% Reduce -2.5% 15,895 $531K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +7.7% 15,777 $527K
Sanctuary Advisors, LLC 0.00% New 14,207 $511K
Louisiana State Employees Retirement System 0.01% Reduce -4.8% 13,800 $461K
HighTower Advisors, LLC 0.00% No change 13,716 $459K
Janus Henderson Group PLC 0.00% No change 13,532 $452K
Campbell & CO Investment Adviser LLC 0.03% Reduce -40.2% 13,328 $446K
Man Group plc 0.00% New 13,224 $442K
AlphaQuest LLC 0.04% Reduce -45.5% 12,990 $434K
Inspire Investing, LLC 0.04% Reduce -3.6% 12,355 $413K
Comerica Bank 0.00% Reduce -3.9% 12,024 $402K
Allianz Asset Management GmbH 0.00% New 11,700 $391K
Occudo Quantitative Strategies LP 0.07% Reduce -14.8% 11,020 $368K
Jamison Private Wealth Management, Inc. 0.06% Add +168.4% 10,944 $366K
Manufacturers Life Insurance Company, The 0.00% Reduce -4.2% 10,891 $364K
Yousif Capital Management, LLC 0.00% Reduce -6.0% 10,843 $362K
Creative Planning 0.00% No change 10,709 $358K
Raymond James Financial Services Advisors, Inc. 0.00% Add +0.3% 10,582 $354K
Naples Global Advisors, LLC 0.03% Reduce -2.8% 10,524 $352K
Teachers Retirement System of the State of Kentucky 0.00% No change 10,040 $335K
Gibson Wealth Advisors LLC 0.27% No change 9,856 $329K
Lion Street Advisors, LLC 0.11% No change 9,852 $329K
Maryland State Retirement & Pension System 0.01% Reduce -4.2% 9,607 $321K

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

Show all 164 holders