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
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $6.5M |
| Exits | 8 | $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 |
| Lion Street Advisors, LLC | 0.09% | No change | 9,852 | $285K |
| Allianz Asset Management GmbH | 0.00% | Add +21.3% | 9,700 | $281K |
| New York State Common Retirement Fund | 0.00% | No change | 9,434 | $273K |
| Jamison Private Wealth Management, Inc. | 0.04% | Reduce -2.0% | 9,376 | $272K |
| Raymond James Financial Inc. | 0.00% | Reduce -12.0% | 9,337 | $270K |
| New York State Teachers Retirement System | 0.00% | Add +15.7% | 9,182 | $266K |
| Squarepoint Ops LLC | 0.00% | Reduce -61.2% | 8,874 | $257K |
| Tudor Investment Corporation | 0.00% | Reduce -80.7% | 8,868 | $257K |
| Quantbot Technologies LP | 0.01% | Add +126.3% | 8,802 | $255K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -0.4% | 8,495 | $246K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 8,403 | $243K |
| Maryland State Retirement & Pension System | 0.01% | Reduce -13.6% | 8,304 | $240K |
| Arizona State Retirement System | 0.00% | Reduce -1.0% | 8,260 | $239K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -67.8% | 8,124 | $235K |
| Amalgamated Bank | 0.00% | Reduce -2.6% | 8,113 | $235K |
| Ieq Capital, LLC | 0.00% | New | 8,084 | $234K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.7% | 7,955 | $230K |
| Militia Capital Partners, LP | 0.18% | New | 27 | $222K |
| State of Tennessee, Department of Treasury | 0.00% | No change | 7,369 | $213K |
| Mariner, LLC | 0.00% | Reduce -20.5% | 7,308 | $212K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 7,116 | $206K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | New | 7,045 | $204K |
| &partners | 0.00% | Add +0.2% | 6,925 | $200K |
| Oregon Public Employees Retirement Fund | 0.00% | Reduce -3.0% | 6,510 | $189K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 6,451 | $187K |
| Aquatic Capital Management LLC | 0.00% | Add +11.2% | 5,718 | $166K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -38.9% | 5,635 | $163K |
| KLP Kapitalforvaltning As | 0.00% | No change | 5,600 | $162K |
| SG Americas Securities, LLC | 0.00% | Reduce -4.7% | 5,022 | $145K |
| Cwm, LLC | 0.00% | Reduce -5.9% | 4,503 | $130K |
| Moisand Fitzgerald Tamayo, LLC | 0.02% | No change | 3,807 | $110K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +151.1% | 3,191 | $92K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 2,903 | $84K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.02% | New | 2,289 | $66K |
| AlphaQuest LLC | 0.01% | Add +223400.0% | 2,235 | $65K |
| Farther Finance Advisors, LLC | 0.00% | Add +1.2% | 1,423 | $41K |
| Jones Financial Companies LLLP | 0.00% | Add +6.3% | 1,416 | $41K |
| FMR LLC | 0.00% | Add +9.7% | 1,395 | $40K |
| GAMMA Investing LLC | 0.00% | Reduce -7.3% | 1,239 | $36K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 1,099 | $32K |
| Meeder Asset Management Inc. | 0.00% | New | 1,003 | $29K |
| Chilton Capital Management LLC | 0.00% | New | 690 | $20K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 643 | $19K |
| Versant Capital Management, Inc | 0.00% | Reduce -3.4% | 540 | $16K |
| Osaic Holdings, Inc. | 0.00% | Add +33.3% | 520 | $15K |
| Sterling Capital Management LLC | 0.00% | Reduce -46.0% | 496 | $14K |
| Creative Financial Designs Inc. | 0.00% | Add +1.1% | 278 | $8K |
| Coldstream Capital Management Inc. | 0.00% | New | 248 | $7K |
| Bessemer Group Inc. | 0.00% | Add +462.5% | 225 | $7K |
| US Bancorp \de | 0.00% | No change | 176 | $5K |
| Harbor Capital Advisors, Inc. | 0.00% | New | 167 | $5K |
| Brooklyn Investment Group | 0.00% | New | 121 | $4K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -68.1% | 119 | $3K |
| UMB Bank, n.a. | 0.00% | Add +1185.7% | 90 | $3K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -88.0% | 85 | $2K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +300.0% | 80 | $2K |
| SBI Securities Co., Ltd. | 0.00% | Add +7.5% | 72 | $2K |
| Hantz Financial Services, Inc. | 0.00% | New | 68 | $2K |
| Quadrant Capital Group LLC | 0.00% | Reduce -38.7% | 57 | $2K |
| Quarry LP | 0.00% | Reduce -9.8% | 46 | $1K |
| Covestor Ltd | 0.00% | Add +43.8% | 23 | $1K |
| SVB Wealth LLC | 0.00% | New | 23 | $666 |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 21 | $608 |
| HWG Holdings LP | 0.00% | New | 16 | $463 |
| Parkside Financial Bank & Trust | 0.00% | Add +200.0% | 15 | $435 |
| Stephens Consulting, LLC | 0.00% | New | 15 | $435 |
| Rothschild Investment LLC | 0.00% | No change | 15 | $434 |
| True Wealth Design, LLC | 0.00% | New | 12 | $348 |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 10 | $290 |
| Larson Financial Group LLC | 0.00% | No change | 1 | $29 |
| Avion Wealth | 0.00% | New | 8 | $0 |
"% of holder's portfolio" is SBSI's weight in each manager's 13F, not the share of Southside Bancshares Inc. the manager owns.