Southside BancsharesSBSI

13F holders, Q4 2024 (December 31)
156holders −8
8new positions
20sold out
7famous investors
$31.76avg. 13F price*

At the end of Q4 2024, 156 institutions reported holding Southside Bancshares Inc. (SBSI) in their 13F filings, down 8 from Q3 2024. 8 opened new positions and 20 sold out. The largest holders were BlackRock, Inc. ($140.3M), Vanguard Group Inc. ($62.6M) and State Street Corp. ($43.7M). 7 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions8$2.0M
Exits20$6.3M

All 13F filers, Q3 2024 → Q4 2024: 1,004,580 shares bought and 606,172 shares sold, net +398,408 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 156 holders

BlackRock, Inc. 0.00% Add +0.5% 4,417,210 $140.3M
Vanguard Group Inc. 0.00% Reduce -0.1% 1,971,133 $62.6M
State Street Corp. 0.00% Add +9.5% 1,377,379 $43.7M
Dimensional Fund Advisors LP 0.01% Add +3.9% 1,319,916 $41.9M
Geode Capital Management, LLC 0.00% Reduce -2.3% 656,388 $20.9M
Renaissance Technologies 0.03% Add +4.0% 538,985 $17.1M
JPMorgan Chase & Co. 0.00% Add +32.9% 511,741 $16.3M
Goldman Sachs Group Inc. 0.00% Reduce -7.3% 341,687 $10.9M
Northern Trust Corp. 0.00% Add +5.8% 318,699 $10.1M
UBS Group AG 0.00% Add +357.4% 311,687 $9.9M
Morgan Stanley 0.00% Reduce -18.4% 304,676 $9.7M
Bank of New York Mellon Corp 0.00% Reduce -0.7% 300,543 $9.5M
Charles Schwab Investment Management Inc. 0.00% Reduce -10.1% 292,728 $9.3M
Invesco Ltd. 0.00% Add +139.9% 292,680 $9.3M
American Century Companies Inc. 0.01% Add +4.6% 282,254 $9.0M
Royal Bank of Canada 0.00% Add +0.4% 263,922 $8.4M
ProShare Advisors LLC 0.02% Add +5.2% 229,110 $7.3M
Third Avenue Management LLC 1.29% No change 209,426 $6.7M
AQR Capital Management 0.01% Reduce -11.8% 209,016 $6.6M
Principal Financial Group Inc. 0.00% Add +3.0% 138,159 $4.4M
Two Sigma Advisers, LP 0.01% Reduce -1.7% 127,400 $4.0M
Bridgeway Capital Management, LLC 0.08% Add +3.6% 107,513 $3.4M
Townsquare Capital LLC 0.04% Reduce -9.2% 106,324 $3.4M
Two Sigma Investments, LP 0.01% Reduce -6.5% 95,169 $3.0M
Arrowstreet Capital, Limited Partnership 0.00% Reduce -37.1% 93,153 $3.0M
Rhumbline Advisers 0.00% Add +1.4% 87,307 $2.8M
Legal & General Group Plc 0.00% Add +0.7% 80,176 $2.5M
Empowered Funds, LLC 0.04% Add +5.1% 78,013 $2.5M
Nuveen Asset Management, LLC 0.00% Add +0.3% 75,534 $2.4M
Kestrel Investment Management Corp. 1.32% No change 75,100 $2.4M
Public Sector Pension Investment Board 0.01% Add +18.1% 71,299 $2.3M
Citadel Advisors 0.00% Add +1.5% 70,290 $2.2M
Millennium Management 0.00% Add +60.7% 64,003 $2.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +7.1% 63,918 $2.0M
Ameriprise Financial Inc. 0.00% Reduce -9.3% 63,831 $2.0M
Polaris Capital Management, LLC 0.09% No change 61,500 $2.0M
Barclays PLC 0.00% Add +3.4% 61,289 $1.9M
Bank of America Corp. 0.00% Reduce -5.4% 60,695 $1.9M
State of New Jersey Common Pension Fund D 0.01% Add +1.6% 59,618 $1.9M
NFJ Investment Group, LLC 0.06% Reduce -1.2% 58,739 $1.9M
Swiss National Bank 0.00% No change 56,618 $1.8M
Connor, Clark & Lunn Investment Management Ltd. 0.01% Add +54.2% 54,482 $1.7M
Citigroup Inc. 0.00% Add +11.6% 54,214 $1.7M
Fisher Asset Management 0.00% Reduce -5.6% 53,630 $1.7M
Wells Fargo & Company 0.00% Add +10.1% 51,707 $1.6M
Tudor Investment Corporation 0.02% Reduce -9.5% 45,869 $1.5M
D. E. Shaw & Co. 0.00% Add +13.8% 41,831 $1.3M
Alliancebernstein L.P. 0.00% No change 39,247 $1.2M
Captrust Financial Advisors 0.00% Reduce -7.8% 35,425 $1.1M
Prudential Financial Inc. 0.00% Reduce -3.0% 35,111 $1.1M
Brown Brothers Harriman & Co. 0.01% Reduce -28.5% 34,391 $1.1M
T. Rowe Price Associates Inc. 0.00% Add +6.2% 32,140 $1.0M
Voya Investment Management LLC 0.00% Reduce -19.9% 31,840 $1.0M
Thrivent Financial for Lutherans 0.00% Reduce -47.6% 31,339 $995K
BNP Paribas Financial Markets 0.00% Reduce -19.6% 29,704 $943K
CANADA LIFE ASSURANCE Co 0.00% Reduce -0.2% 29,572 $938K
LPL Financial LLC 0.00% Reduce -14.8% 28,440 $903K
Deutsche Bank AG 0.00% Add +53.9% 27,043 $859K
California State Teachers Retirement System 0.00% Reduce -1.2% 26,876 $854K
Qube Research & Technologies Ltd 0.00% Add +46.2% 25,272 $803K
Solutions 4 Wealth, Ltd 1.39% No change 24,242 $770K
Squarepoint Ops LLC 0.00% New 22,891 $727K
Rafferty Asset Management, LLC 0.00% Reduce -1.9% 22,040 $700K
Ensign Peak Advisors, Inc 0.00% No change 21,914 $696K
ExodusPoint Capital Management, LP 0.01% Reduce -4.9% 21,594 $686K
Wedge Capital Management L L P 0.01% New 21,192 $673K
Comerica Bank 0.00% Add +50.4% 18,078 $574K
MetLife Investment Management, LLC 0.00% Add +6.4% 17,279 $549K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +3.6% 16,348 $519K
State of Alaska, Department of Revenue 0.01% Reduce -0.6% 16,139 $512K
Hennion & Walsh Asset Management, Inc. 0.02% Reduce -12.0% 16,101 $511K
Corebridge Financial, Inc. 0.00% Reduce -7.2% 15,283 $485K
Illinois Municipal Retirement Fund 0.01% Reduce -4.6% 15,162 $482K
Teacher Retirement System of Texas 0.00% Reduce -32.1% 14,850 $472K
Trexquant Investment LP 0.01% Reduce -15.8% 14,673 $466K
Susquehanna International Group, LLP 0.00% Reduce -9.4% 14,562 $462K
Cornercap Investment Counsel Inc. 0.15% Add +88.7% 14,404 $457K
HRT Financial LP 0.00% Reduce -66.4% 13,898 $441K
Louisiana State Employees Retirement System 0.01% No change 13,800 $438K
HighTower Advisors, LLC 0.00% Add +0.4% 13,769 $437K
Janus Henderson Group PLC 0.00% No change 13,532 $430K
Amundi 0.00% Add +168.5% 13,749 $423K
Campbell & CO Investment Adviser LLC 0.03% Reduce -0.4% 13,270 $421K
Inspire Investing, LLC 0.04% Add +2.3% 12,635 $401K
Intech Investment Management LLC 0.00% Add +61.8% 11,265 $358K
Victory Capital Management Inc. 0.00% Reduce -39.3% 11,105 $353K
Yousif Capital Management, LLC 0.00% Reduce -0.3% 10,808 $343K
Manufacturers Life Insurance Company, The 0.00% Reduce -2.1% 10,666 $339K
Raymond James Financial Inc. 0.00% — 10,605 $337K
Creative Planning 0.00% Reduce -1.7% 10,530 $334K
Naples Global Advisors, LLC 0.03% No change 10,524 $334K
Sanctuary Advisors, LLC 0.00% Reduce -25.2% 10,621 $334K
Rahlfs Capital, LLC 0.33% — 10,423 $331K
Teachers Retirement System of the State of Kentucky 0.00% No change 10,040 $318K
Gibson Wealth Advisors LLC 0.26% No change 9,856 $313K
Lion Street Advisors, LLC 0.10% No change 9,852 $313K
Maryland State Retirement & Pension System 0.01% No change 9,607 $305K
Jamison Private Wealth Management, Inc. 0.04% Reduce -12.6% 9,571 $304K
Ameritas Advisory Services, LLC 0.01% No change 9,531 $303K
New York State Common Retirement Fund 0.00% No change 9,434 $300K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +42.0% 9,217 $293K
Mariner, LLC 0.00% Add +25.5% 9,190 $292K
NorthCoast Asset Management LLC 0.00% No change 8,531 $271K
State Board of Administration of Florida Retirement System 0.00% No change 8,403 $267K
Arizona State Retirement System 0.00% Add +0.7% 8,345 $265K
Amalgamated Bank 0.00% Reduce -0.9% 8,330 $265K
Verition Fund Management LLC 0.00% New 8,269 $263K
PNC Financial Services Group, Inc. 0.00% Reduce -0.9% 8,094 $257K
Allianz Asset Management GmbH 0.00% Reduce -31.6% 8,000 $254K
New York State Teachers Retirement System 0.00% No change 7,938 $252K
State of Tennessee, Department of Treasury 0.00% Reduce -4.2% 7,369 $234K
Public Employees Retirement Association of Colorado 0.00% No change 7,116 $226K
Magnetar Financial LLC 0.01% New 6,849 $218K
&partners 0.00% Add +0.6% 6,909 $216K
Oregon Public Employees Retirement Fund 0.00% No change 6,710 $213K
Police & Firemen's Retirement System of New Jersey 0.00% — 6,451 $205K
KLP Kapitalforvaltning As 0.00% — 5,600 $178K
SG Americas Securities, LLC 0.00% Reduce -38.2% 5,269 $167K
Aquatic Capital Management LLC 0.00% Add +39.0% 5,143 $163K
Cwm, LLC 0.00% Add +2.4% 4,784 $152K
Quantbot Technologies LP 0.00% Add +34.9% 3,890 $124K
Moisand Fitzgerald Tamayo, LLC 0.02% No change 3,807 $121K
Lazard Asset Management LLC 0.00% New 3,265 $103K
Ameritas Investment Partners, Inc. 0.00% No change 2,903 $92K
Hilltop National Bank 0.02% No change 2,278 $72K
Farther Finance Advisors, LLC 0.00% Add +1.1% 1,406 $45K
GAMMA Investing LLC 0.00% Add +61.1% 1,337 $42K
Jones Financial Companies LLLP 0.00% No change 1,332 $42K
FMR LLC 0.00% Reduce -62.9% 1,272 $40K
Tower Research Capital LLC (TRC) 0.00% Reduce -61.0% 1,271 $40K
Nisa Investment Advisors, LLC 0.00% No change 1,099 $35K
Sterling Capital Management LLC 0.00% Add +867.4% 919 $29K
Smartleaf Asset Management LLC 0.00% Add +35.7% 707 $22K
Public Employees Retirement System of Ohio 0.00% Add +0.5% 634 $20K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 643 $20K
Versant Capital Management, Inc 0.00% Reduce -1.9% 559 $18K
Osaic Holdings, Inc. 0.00% Add +11.4% 390 $12K
Russell Investments Group, Ltd. 0.00% Reduce -86.0% 373 $12K
Arax Advisory Partners 0.00% No change 345 $11K
Creative Financial Designs Inc. 0.00% Add +1.1% 275 $9K
US Bancorp \de 0.00% No change 176 $6K
Quadrant Capital Group LLC 0.00% No change 93 $3K
SBI Securities Co., Ltd. 0.00% — 67 $2K
Quarry LP 0.00% New 51 $2K
GeoWealth Management, LLC 0.00% Reduce -21.7% 36 $1K
Covestor Ltd 0.00% Add +14.3% 16 $1K
Bessemer Group Inc. 0.00% Reduce -48.7% 40 $1K
Global Retirement Partners, LLC 0.00% No change 24 $762
Farmers & Merchants Investments Inc. 0.00% No change 21 $667
EverSource Wealth Advisors, LLC 0.00% New 20 $635
Rothschild Investment LLC 0.00% Reduce -50.0% 15 $476
UMB Bank, n.a. 0.00% No change 7 $222
Parkside Financial Bank & Trust 0.00% No change 5 $159
IFP Advisors, Inc 0.00% New 4 $127
Larson Financial Group LLC 0.00% No change 1 $32
AlphaQuest LLC 0.00% Reduce -100.0% 1 $32

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