Southside BancsharesSBSI
13F holders, Q2 2025 (June 30)174holders +3
26new positions
26sold out
7famous investors
$29.43avg. 13F price*
At the end of Q2 2025, 174 institutions reported holding Southside Bancshares Inc. (SBSI) in their 13F filings, up 3 from Q1 2025. 26 opened new positions and 26 sold out. The largest holders were BlackRock, Inc. ($125.9M), Vanguard Group Inc. ($58.7M) and Dimensional Fund Advisors LP ($40.5M). 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 Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Southside Bancshares Inc.
- CUSIP
- 84470P109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $5.7M |
| Exits | 26 | $8.7M |
All 13F filers, Q1 2025 → Q2 2025: 754,356 shares bought and 954,179 shares sold, net −199,823 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 174 holders
| BlackRock, Inc. | 0.00% | Reduce -2.7% | 4,277,689 | $125.9M |
| Vanguard Group Inc. | 0.00% | Add +1.4% | 1,995,960 | $58.7M |
| Dimensional Fund Advisors LP | 0.01% | Add +0.2% | 1,377,286 | $40.5M |
| State Street Corp. | 0.00% | Reduce -0.3% | 1,265,308 | $37.2M |
| Geode Capital Management, LLC | 0.00% | Add +0.9% | 689,791 | $20.3M |
| Renaissance Technologies | 0.02% | Reduce -2.7% | 574,585 | $16.9M |
| UBS Group AG | 0.00% | Add +19.4% | 400,908 | $11.8M |
| American Century Companies Inc. | 0.01% | Add +14.8% | 352,786 | $10.4M |
| Northern Trust Corp. | 0.00% | Add +9.4% | 332,094 | $9.8M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +14.5% | 328,101 | $9.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -22.4% | 307,570 | $9.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -5.2% | 293,983 | $8.7M |
| Bank of New York Mellon Corp | 0.00% | Add +1.4% | 291,402 | $8.6M |
| Invesco Ltd. | 0.00% | Add +16.9% | 290,213 | $8.5M |
| Royal Bank of Canada | 0.00% | Add +6.6% | 277,628 | $8.2M |
| Morgan Stanley | 0.00% | Reduce -8.2% | 260,493 | $7.7M |
| ProShare Advisors LLC | 0.01% | Reduce -11.2% | 218,001 | $6.4M |
| Third Avenue Management LLC | 1.27% | No change | 209,426 | $6.2M |
| Two Sigma Advisers, LP | 0.01% | Add +10.6% | 186,400 | $5.5M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +30.5% | 142,955 | $4.2M |
| Principal Financial Group Inc. | 0.00% | Reduce -0.7% | 140,848 | $4.1M |
| Two Sigma Investments, LP | 0.01% | Add +4.8% | 134,141 | $3.9M |
| Nuveen, LLC | 0.00% | Add +58.4% | 119,605 | $3.5M |
| AQR Capital Management | 0.00% | Reduce -26.6% | 115,207 | $3.4M |
| Citadel Advisors | 0.00% | Add +37.8% | 103,812 | $3.1M |
| Public Sector Pension Investment Board | 0.01% | Add +7.4% | 96,976 | $2.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +33.4% | 93,913 | $2.8M |
| Rhumbline Advisers | 0.00% | Add +2.4% | 84,804 | $2.5M |
| Legal & General Group Plc | 0.00% | Add +0.9% | 78,482 | $2.3M |
| Kestrel Investment Management Corp. | 1.27% | Reduce -4.3% | 71,900 | $2.1M |
| Bank of America Corp. | 0.00% | Add +21.7% | 68,519 | $2.0M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +4.0% | 66,979 | $2.0M |
| Bridgeway Capital Management, LLC | 0.04% | Reduce -42.7% | 63,999 | $1.9M |
| Barclays PLC | 0.00% | Add +41.3% | 63,051 | $1.9M |
| Polaris Capital Management, LLC | 0.12% | No change | 61,500 | $1.8M |
| NFJ Investment Group, LLC | 0.06% | Reduce -0.6% | 58,375 | $1.7M |
| Wells Fargo & Company | 0.00% | Reduce -1.7% | 56,545 | $1.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -2.8% | 55,974 | $1.6M |
| Swiss National Bank | 0.00% | No change | 55,818 | $1.6M |
| Pingora Partners LLC | 1.20% | Add +30.6% | 54,445 | $1.6M |
| Fisher Asset Management | 0.00% | Add +0.0% | 53,638 | $1.6M |
| Millennium Management | 0.00% | Reduce -12.1% | 51,499 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | Add +0.4% | 42,891 | $1.3M |
| Citigroup Inc. | 0.00% | Reduce -22.6% | 39,350 | $1.2M |
| Alliancebernstein L.P. | 0.00% | No change | 39,247 | $1.2M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Reduce -38.6% | 38,145 | $1.1M |
| Voya Investment Management LLC | 0.00% | Reduce -18.6% | 37,453 | $1.1M |
| T. Rowe Price Associates Inc. | 0.00% | Add +7.9% | 36,104 | $1.1M |
| Captrust Financial Advisors | 0.00% | Add +0.6% | 35,673 | $1.0M |
| Empowered Funds, LLC | 0.01% | Reduce -58.0% | 34,499 | $1.0M |
| Prudential Financial Inc. | 0.00% | Add +5.7% | 30,493 | $897K |
| Jane Street Group, LLC | 0.00% | Reduce -47.2% | 27,704 | $815K |
| Wedge Capital Management L L P | 0.01% | Add +3.4% | 27,445 | $808K |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +9.0% | 26,946 | $794K |
| Pinnacle Associates Ltd. | 0.01% | New | 26,804 | $789K |
| California State Teachers Retirement System | 0.00% | Reduce -1.1% | 26,568 | $782K |
| Royce & Associates LP | 0.01% | Add +72.1% | 25,200 | $742K |
| Marshall Wace, LLP | 0.00% | Add +24.4% | 24,844 | $731K |
| Solutions 4 Wealth, Ltd | 1.19% | No change | 24,242 | $713K |
| XTX Topco Ltd | 0.03% | New | 23,913 | $704K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -22.3% | 23,512 | $692K |
| LPL Financial LLC | 0.00% | Reduce -11.0% | 22,582 | $665K |
| Campbell & CO Investment Adviser LLC | 0.04% | Add +82.6% | 21,993 | $647K |
| Enclave Advisors LLC | 0.10% | New | 21,478 | $632K |
| Hennion & Walsh Asset Management, Inc. | 0.02% | Add +6.9% | 20,608 | $606K |
| Deutsche Bank AG | 0.00% | Reduce -18.3% | 19,927 | $586K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -11.2% | 19,464 | $573K |
| Comerica Bank | 0.00% | Add +4.3% | 18,632 | $548K |
| Rafferty Asset Management, LLC | 0.00% | Add +8.5% | 18,478 | $544K |
| MetLife Investment Management, LLC | 0.00% | No change | 16,994 | $500K |
| State of Alaska, Department of Revenue | 0.01% | Add +7.2% | 16,923 | $497K |
| D. E. Shaw & Co. | 0.00% | Reduce -71.0% | 16,083 | $473K |
| Tidal Investments LLC | 0.00% | New | 15,747 | $463K |
| Illinois Municipal Retirement Fund | 0.01% | Reduce -1.3% | 15,137 | $445K |
| Engineers Gate Manager LP | 0.01% | New | 15,025 | $442K |
| HighTower Advisors, LLC | 0.00% | Add +0.8% | 13,774 | $405K |
| Janus Henderson Group PLC | 0.00% | No change | 13,532 | $398K |
| ExodusPoint Capital Management, LP | 0.00% | New | 13,459 | $396K |
| Louisiana State Employees Retirement System | 0.01% | Reduce -0.8% | 13,300 | $391K |
| Inspire Investing, LLC | 0.04% | Add +10.8% | 13,204 | $389K |
| Squarepoint Ops LLC | 0.00% | Add +41.0% | 12,511 | $368K |
| Alps Advisors Inc. | 0.00% | Add +1.2% | 12,410 | $365K |
| AlphaQuest LLC | 0.04% | Add +452.8% | 12,354 | $364K |
| NewEdge Advisors, LLC | 0.00% | New | 12,091 | $356K |
| EntryPoint Capital, LLC | 0.17% | New | 11,472 | $338K |
| Intech Investment Management LLC | 0.00% | Reduce -26.6% | 11,447 | $337K |
| Manufacturers Life Insurance Company, The | 0.00% | Add +6.8% | 11,014 | $324K |
| Creative Planning | 0.00% | Add +0.8% | 10,689 | $315K |
| Yousif Capital Management, LLC | 0.00% | No change | 10,628 | $313K |
| Sanctuary Advisors, LLC | 0.00% | Add +0.0% | 10,617 | $312K |
| Naples Global Advisors, LLC | 0.03% | Reduce -4.6% | 10,425 | $307K |
| Teachers Retirement System of the State of Kentucky | 0.00% | No change | 10,040 | $296K |
| Gibson Wealth Advisors LLC | 0.22% | No change | 9,856 | $290K |
| Lion Street Advisors, LLC | 0.09% | No change | 9,852 | $290K |
| Balyasny Asset Management L.P. | 0.00% | Reduce -17.0% | 9,648 | $284K |
| Aquatic Capital Management LLC | 0.01% | Add +67.4% | 9,570 | $282K |
| New York State Common Retirement Fund | 0.00% | No change | 9,434 | $278K |
| Rahlfs Capital, LLC | 0.25% | Reduce -9.6% | 9,423 | $277K |
| Ieq Capital, LLC | 0.00% | Add +16.4% | 9,408 | $277K |
| Jamison Private Wealth Management, Inc. | 0.04% | Add +0.2% | 9,395 | $277K |
| Trexquant Investment LP | 0.00% | Reduce -61.4% | 9,297 | $274K |
| Victory Capital Management Inc. | 0.00% | Reduce -14.4% | 9,198 | $271K |
| New York State Teachers Retirement System | 0.00% | No change | 9,182 | $270K |
| Mariner, LLC | 0.00% | Add +21.1% | 8,849 | $260K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -0.7% | 8,436 | $248K |
| Arizona State Retirement System | 0.00% | Add +2.1% | 8,431 | $248K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 8,403 | $247K |
| BNP Paribas Financial Markets | 0.00% | Reduce -69.2% | 8,401 | $247K |
| Maryland State Retirement & Pension System | 0.01% | No change | 8,304 | $244K |
| PNC Financial Services Group, Inc. | 0.00% | Add +2.7% | 8,173 | $241K |
| Amalgamated Bank | 0.00% | Reduce -0.5% | 8,070 | $238K |
| Curi Capital, LLC | 0.00% | New | 7,440 | $219K |
| Ackerman Capital Advisors, LLC | 0.05% | New | 7,438 | $219K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +31.6% | 7,414 | $218K |
| State of Tennessee, Department of Treasury | 0.00% | No change | 7,369 | $217K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | New | 7,292 | $215K |
| &partners | 0.00% | Add +3.8% | 7,191 | $212K |
| Aigen Investment Management, LP | 0.03% | New | 7,139 | $210K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 7,116 | $209K |
| First Trust Advisors LP | 0.00% | New | 6,875 | $202K |
| Bill Few Associates, Inc. | 0.06% | New | 6,870 | $202K |
| Hancock Whitney Corp. | 0.00% | New | 6,847 | $202K |
| Quantbot Technologies LP | 0.01% | Reduce -23.5% | 6,736 | $198K |
| Oregon Public Employees Retirement Fund | 0.00% | No change | 6,510 | $192K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 6,451 | $190K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -75.7% | 5,837 | $172K |
| KLP Kapitalforvaltning As | 0.00% | No change | 5,600 | $165K |
| Cwm, LLC | 0.00% | Reduce -0.7% | 4,472 | $132K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -55.5% | 4,238 | $125K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | No change | 3,807 | $112K |
| Point72 Asset Management | 0.00% | New | 3,699 | $109K |
| Cubist Systematic Strategies, LLC | 0.00% | Reduce -72.6% | 3,650 | $107K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -6.6% | 2,980 | $88K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 2,903 | $85K |
| FMR LLC | 0.00% | Add +81.4% | 2,531 | $74K |
| Brooklyn Investment Group | 0.01% | Add +1938.8% | 2,467 | $73K |
| Hilltop National Bank | 0.02% | — | 2,278 | $67K |
| Hantz Financial Services, Inc. | 0.00% | Add +2858.8% | 2,012 | $59K |
| GAMMA Investing LLC | 0.00% | Add +24.3% | 1,540 | $45K |
| Farther Finance Advisors, LLC | 0.00% | Add +1.3% | 1,441 | $42K |
| Jones Financial Companies LLLP | 0.00% | No change | 1,416 | $42K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +1083.8% | 947 | $28K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.00% | Reduce -65.0% | 800 | $24K |
| Sterling Capital Management LLC | 0.00% | Add +55.2% | 770 | $23K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -32.1% | 746 | $22K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 643 | $19K |
| Versant Capital Management, Inc | 0.00% | No change | 540 | $16K |
| Osaic Holdings, Inc. | 0.00% | Reduce -5.8% | 490 | $14K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | New | 412 | $12K |
| Creative Financial Designs Inc. | 0.00% | Add +2.9% | 286 | $8K |
| Russell Investments Group, Ltd. | 0.00% | Add +131.1% | 275 | $8K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +38.9% | 232 | $7K |
| US Bancorp \de | 0.00% | No change | 176 | $5K |
| Bessemer Group Inc. | 0.00% | Reduce -26.2% | 166 | $5K |
| IFP Advisors, Inc | 0.00% | New | 137 | $4K |
| Raymond James Financial Inc. | 0.00% | Reduce -98.7% | 121 | $4K |
| Clearstead Advisors, LLC | 0.00% | New | 110 | $3K |
| Rothschild Investment LLC | 0.00% | Add +533.3% | 95 | $3K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 81 | $2K |
| SBI Securities Co., Ltd. | 0.00% | Add +1.4% | 73 | $2K |
| Quarry LP | 0.00% | No change | 46 | $1K |
| Essential Partners LLC | 0.00% | — | 39 | $1K |
| Geneos Wealth Management Inc. | 0.00% | New | 33 | $971 |
| Global Retirement Partners, LLC | 0.00% | — | 24 | $706 |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 21 | $618 |
| Fifth Third Bancorp | 0.00% | New | 18 | $530 |
| Fortitude Family Office, LLC | 0.00% | New | 17 | $500 |
| Physician Wealth Advisors, Inc. | 0.00% | New | 16 | $471 |
| Allworth Financial LP | 0.00% | New | 16 | $471 |
| Smartleaf Asset Management LLC | 0.00% | Reduce -81.2% | 16 | $470 |
| True Wealth Design, LLC | 0.00% | Reduce -8.3% | 11 | $324 |
| UMB Bank, n.a. | 0.00% | Reduce -92.2% | 7 | $206 |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | New | 5 | $148 |
| Covestor Ltd | 0.00% | Reduce -73.9% | 6 | $0 |
"% of holder's portfolio" is SBSI's weight in each manager's 13F, not the share of Southside Bancshares Inc. the manager owns.