Southside BancsharesSBSI

13F holders, Q1 2025 (March 31)
171holders +15
25new positions
8sold out
7famous investors
$28.97avg. 13F price*

At the end of Q1 2025, 171 institutions reported holding Southside Bancshares Inc. (SBSI) in their 13F filings, up 15 from Q4 2024. 25 opened new positions and 8 sold out. The largest holders were BlackRock, Inc. ($127.4M), Vanguard Group Inc. ($57.0M) and Dimensional Fund Advisors LP ($39.8M). 7 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 Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions25$6.5M
Exits8$1.9M

All 13F filers, Q4 2024 → Q1 2025: 712,189 shares bought and 663,064 shares sold, net +49,125 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 171 holders

BlackRock, Inc. 0.00% Reduce -0.5% 4,397,526 $127.4M
Vanguard Group Inc. 0.00% Reduce -0.1% 1,968,622 $57.0M
Dimensional Fund Advisors LP 0.01% Add +4.1% 1,374,134 $39.8M
State Street Corp. 0.00% Reduce -7.9% 1,268,595 $36.7M
Geode Capital Management, LLC 0.00% Add +4.2% 683,816 $19.8M
Renaissance Technologies 0.03% Add +9.6% 590,724 $17.1M
JPMorgan Chase & Co. 0.00% Reduce -22.6% 396,111 $11.5M
UBS Group AG 0.00% Add +7.7% 335,708 $9.7M
Goldman Sachs Group Inc. 0.00% Reduce -9.3% 309,943 $9.0M
American Century Companies Inc. 0.01% Add +8.8% 307,188 $8.9M
Northern Trust Corp. 0.00% Reduce -4.7% 303,602 $8.8M
Bank of New York Mellon Corp 0.00% Reduce -4.4% 287,347 $8.3M
Charles Schwab Investment Management Inc. 0.00% Reduce -2.1% 286,451 $8.3M
Morgan Stanley 0.00% Reduce -6.9% 283,678 $8.2M
Royal Bank of Canada 0.00% Reduce -1.3% 260,480 $7.5M
Invesco Ltd. 0.00% Reduce -15.2% 248,156 $7.2M
ProShare Advisors LLC 0.02% Add +7.2% 245,609 $7.1M
Third Avenue Management LLC 1.22% No change 209,426 $6.1M
Two Sigma Advisers, LP 0.01% Add +32.3% 168,500 $4.9M
AQR Capital Management 0.00% Reduce -25.0% 156,850 $4.5M
Principal Financial Group Inc. 0.00% Add +2.7% 141,885 $4.1M
Two Sigma Investments, LP 0.01% Add +34.5% 128,004 $3.7M
Bridgeway Capital Management, LLC 0.08% Add +3.9% 111,711 $3.2M
Arrowstreet Capital, Limited Partnership 0.00% Add +17.6% 109,512 $3.2M
Townsquare Capital LLC 0.03% Reduce -4.7% 101,380 $2.9M
Public Sector Pension Investment Board 0.01% Add +26.7% 90,308 $2.6M
Rhumbline Advisers 0.00% Reduce -5.2% 82,794 $2.4M
Empowered Funds, LLC 0.03% Add +5.4% 82,211 $2.4M
Legal & General Group Plc 0.00% Reduce -3.0% 77,749 $2.3M
Nuveen, LLC 0.00% — 75,534 $2.2M
Citadel Advisors 0.00% Add +7.2% 75,322 $2.2M
Kestrel Investment Management Corp. 1.33% No change 75,100 $2.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +10.1% 70,377 $2.0M
State of New Jersey Common Pension Fund D 0.01% Add +8.0% 64,376 $1.9M
Connor, Clark & Lunn Investment Management Ltd. 0.01% Add +14.0% 62,126 $1.8M
Polaris Capital Management, LLC 0.10% No change 61,500 $1.8M
NFJ Investment Group, LLC 0.06% No change 58,739 $1.7M
Millennium Management 0.00% Reduce -8.4% 58,611 $1.7M
Ameriprise Financial Inc. 0.00% Reduce -9.8% 57,592 $1.7M
Wells Fargo & Company 0.00% Add +11.2% 57,512 $1.7M
Bank of America Corp. 0.00% Reduce -7.2% 56,321 $1.6M
Swiss National Bank 0.00% Reduce -1.4% 55,818 $1.6M
D. E. Shaw & Co. 0.00% Add +32.6% 55,482 $1.6M
Fisher Asset Management 0.00% No change 53,630 $1.6M
Jane Street Group, LLC 0.00% New 52,486 $1.5M
Citigroup Inc. 0.00% Reduce -6.3% 50,820 $1.5M
Voya Investment Management LLC 0.00% Add +44.5% 46,004 $1.3M
Barclays PLC 0.00% Reduce -27.2% 44,625 $1.3M
Susquehanna International Group, LLP 0.00% Add +193.3% 42,713 $1.2M
Pingora Partners LLC 0.90% New 41,675 $1.2M
Lazard Asset Management LLC 0.00% Add +1126.0% 40,028 $1.2M
Alliancebernstein L.P. 0.00% No change 39,247 $1.1M
Captrust Financial Advisors 0.00% Add +0.1% 35,470 $1.0M
T. Rowe Price Associates Inc. 0.00% Add +4.1% 33,463 $970K
Thrivent Financial for Lutherans 0.00% Reduce -3.5% 30,244 $876K
Prudential Financial Inc. 0.00% Reduce -17.8% 28,861 $836K
BNP Paribas Financial Markets 0.00% Reduce -8.2% 27,273 $790K
California State Teachers Retirement System 0.00% No change 26,876 $778K
Wedge Capital Management L L P 0.01% Add +25.3% 26,556 $769K
LPL Financial LLC 0.00% Reduce -10.8% 25,383 $735K
CANADA LIFE ASSURANCE Co 0.00% Reduce -16.4% 24,724 $715K
Deutsche Bank AG 0.00% Reduce -9.8% 24,393 $706K
Solutions 4 Wealth, Ltd 1.24% No change 24,242 $702K
Trexquant Investment LP 0.01% Add +64.2% 24,096 $698K
Brown Brothers Harriman & Co. 0.00% Reduce -30.0% 24,064 $697K
Ensign Peak Advisors, Inc 0.00% No change 21,914 $635K
HRT Financial LP 0.00% Add +55.3% 21,584 $625K
Marshall Wace, LLP 0.00% New 19,976 $579K
Hennion & Walsh Asset Management, Inc. 0.02% Add +19.8% 19,283 $558K
Dynamic Technology Lab Private Ltd 0.08% New 18,533 $537K
Comerica Bank 0.00% Reduce -1.2% 17,866 $517K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +4.3% 17,049 $494K
Rafferty Asset Management, LLC 0.00% Reduce -22.7% 17,034 $493K
MetLife Investment Management, LLC 0.00% Reduce -1.6% 16,994 $492K
Verition Fund Management LLC 0.00% Add +97.1% 16,295 $472K
State of Alaska, Department of Revenue 0.01% Reduce -2.2% 15,786 $457K
Intech Investment Management LLC 0.00% Add +38.5% 15,599 $452K
Illinois Municipal Retirement Fund 0.01% Add +1.1% 15,328 $444K
Corebridge Financial, Inc. 0.00% Reduce -1.9% 14,991 $434K
Royce & Associates LP 0.00% New 14,641 $424K
HighTower Advisors, LLC 0.00% Reduce -0.8% 13,665 $396K
Janus Henderson Group PLC 0.00% No change 13,532 $391K
Louisiana State Employees Retirement System 0.01% Reduce -2.9% 13,400 $388K
Cubist Systematic Strategies, LLC 0.01% New 13,330 $386K
Alps Advisors Inc. 0.00% New 12,260 $355K
Campbell & CO Investment Adviser LLC 0.03% Reduce -9.2% 12,047 $349K
Inspire Investing, LLC 0.04% Reduce -5.7% 11,920 $345K
Balyasny Asset Management L.P. 0.00% New 11,620 $337K
Semanteon Capital Management, LP 0.17% New 11,116 $322K
Naples Global Advisors, LLC 0.03% Add +3.8% 10,924 $316K
Amundi 0.00% Reduce -17.0% 11,413 $311K
Victory Capital Management Inc. 0.00% Reduce -3.3% 10,742 $311K
Yousif Capital Management, LLC 0.00% Reduce -1.7% 10,628 $308K
Sanctuary Advisors, LLC 0.00% Reduce -0.1% 10,616 $307K
Creative Planning 0.00% Add +0.7% 10,607 $307K
Ameritas Advisory Services, LLC 0.01% No change 9,531 $303K
Rahlfs Capital, LLC 0.30% No change 10,423 $302K
Manufacturers Life Insurance Company, The 0.00% Reduce -3.4% 10,308 $299K
Teachers Retirement System of the State of Kentucky 0.00% No change 10,040 $290K
Gibson Wealth Advisors LLC 0.23% No change 9,856 $285K

"% 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 171 holders