Southside BancsharesSBSI

13F holders, Q3 2025 (September 30)
176holders +2
24new positions
22sold out
6famous investors
$28.25avg. 13F price*

At the end of Q3 2025, 176 institutions reported holding Southside Bancshares Inc. (SBSI) in their 13F filings, up 2 from Q2 2025. 24 opened new positions and 22 sold out. The largest holders were BlackRock, Inc. ($116.4M), Vanguard Group Inc. ($56.5M) and Dimensional Fund Advisors LP ($39.1M). 6 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Israel Englander (0.0% of Millennium Management'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 2025 → Q3 2025

InstitutionsTotal Value
New Positions24$7.2M
Exits22$6.1M

All 13F filers, Q2 2025 → Q3 2025: 864,726 shares bought and 768,794 shares sold, net +95,932 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 176 holders

BlackRock, Inc. 0.00% Reduce -3.6% 4,121,346 $116.4M
Vanguard Group Inc. 0.00% Add +0.2% 2,000,369 $56.5M
Dimensional Fund Advisors LP 0.01% Add +0.4% 1,382,523 $39.1M
State Street Corp. 0.00% Add +2.8% 1,300,903 $36.8M
Geode Capital Management, LLC 0.00% Reduce -0.1% 689,288 $19.5M
Renaissance Technologies 0.02% Reduce -11.8% 506,885 $14.3M
UBS Group AG 0.00% Reduce -3.3% 387,525 $10.9M
Charles Schwab Investment Management Inc. 0.00% Add +12.3% 368,624 $10.4M
American Century Companies Inc. 0.01% Add +0.3% 353,691 $10.0M
Northern Trust Corp. 0.00% Reduce -1.5% 327,237 $9.2M
Goldman Sachs Group Inc. 0.00% Add +7.2% 315,038 $8.9M
JPMorgan Chase & Co. 0.00% Reduce -1.6% 302,627 $8.5M
Bank of New York Mellon Corp 0.00% Reduce -3.6% 281,041 $7.9M
Invesco Ltd. 0.00% Reduce -5.4% 274,456 $7.8M
Royal Bank of Canada 0.00% Reduce -3.0% 269,262 $7.6M
Morgan Stanley 0.00% Reduce -3.1% 252,452 $7.1M
Millennium Management 0.01% Add +388.2% 251,429 $7.1M
Two Sigma Advisers, LP 0.01% Add +24.2% 231,500 $6.5M
Third Avenue Management LLC 1.09% No change 209,426 $5.8M
ProShare Advisors LLC 0.01% Reduce -5.5% 206,065 $5.8M
Two Sigma Investments, LP 0.01% Add +13.8% 152,603 $4.3M
AQR Capital Management 0.00% Add +23.4% 142,129 $4.0M
Arrowstreet Capital, Limited Partnership 0.00% Reduce -3.2% 138,427 $3.9M
Principal Financial Group Inc. 0.00% Reduce -3.0% 136,571 $3.9M
Public Sector Pension Investment Board 0.01% Add +13.8% 110,316 $3.1M
Bank of America Corp. 0.00% Add +39.1% 95,285 $2.7M
State of New Jersey Common Pension Fund D 0.01% Add +37.9% 92,388 $2.6M
Citadel Advisors 0.00% Reduce -14.4% 88,844 $2.5M
Nuveen, LLC 0.00% Reduce -27.5% 86,660 $2.4M
Rhumbline Advisers 0.00% Reduce -1.0% 83,921 $2.4M
Legal & General Group Plc 0.00% Reduce -0.0% 78,448 $2.2M
Kestrel Investment Management Corp. 1.15% No change 71,900 $2.0M
Polaris Capital Management, LLC 0.11% No change 61,500 $1.7M
Wells Fargo & Company 0.00% Add +8.0% 61,093 $1.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -37.7% 58,491 $1.7M
Bayview Asset Management, LLC 1.25% New 57,500 $1.6M
Swiss National Bank 0.00% No change 55,818 $1.6M
Ameriprise Financial Inc. 0.00% Reduce -2.0% 54,857 $1.5M
Pingora Partners LLC 1.01% Reduce -1.1% 53,845 $1.5M
Fisher Asset Management 0.00% Reduce -0.0% 53,630 $1.5M
Mackenzie Financial Corp. 0.00% New 47,390 $1.3M
Jane Street Group, LLC 0.00% Add +66.5% 46,129 $1.3M
Bridgeway Capital Management, LLC 0.03% Reduce -31.1% 44,103 $1.2M
Prudential Financial Inc. 0.00% Add +43.3% 43,693 $1.2M
Barclays PLC 0.00% Reduce -33.1% 42,198 $1.2M
T. Rowe Price Associates Inc. 0.00% Add +9.9% 39,688 $1.1M
Alliancebernstein L.P. 0.00% Reduce -0.5% 39,050 $1.1M
Squarepoint Ops LLC 0.00% Add +201.3% 37,690 $1.1M
Qube Research & Technologies Ltd 0.00% New 36,963 $1.0M
Royce & Associates LP 0.01% Add +44.5% 36,401 $1.0M
Captrust Financial Advisors 0.00% Add +0.3% 35,764 $1.0M
Voya Investment Management LLC 0.00% Reduce -12.6% 32,753 $925K
Connor, Clark & Lunn Investment Management Ltd. 0.00% Reduce -17.4% 31,497 $890K
ExodusPoint Capital Management, LP 0.01% Add +102.1% 27,202 $768K
Wedge Capital Management L L P 0.01% Reduce -1.3% 27,084 $765K
CANADA LIFE ASSURANCE Co 0.00% Reduce -0.0% 26,943 $762K
California State Teachers Retirement System 0.00% Add +0.0% 26,569 $751K
Empowered Funds, LLC 0.01% Reduce -28.7% 24,603 $695K
Deutsche Bank AG 0.00% Add +22.2% 24,343 $688K
Solutions 4 Wealth, Ltd 1.06% No change 24,242 $685K
Campbell & CO Investment Adviser LLC 0.05% Add +9.2% 24,008 $678K
Citigroup Inc. 0.00% Reduce -41.9% 22,847 $645K
Pinnacle Associates Ltd. 0.01% Reduce -15.7% 22,594 $638K
LPL Financial LLC 0.00% Reduce -3.2% 21,868 $618K
Hennion & Walsh Asset Management, Inc. 0.02% Add +5.7% 21,784 $615K
Rafferty Asset Management, LLC 0.00% Add +11.2% 20,538 $580K
Thrivent Financial for Lutherans 0.00% Reduce -13.2% 20,399 $576K
HRT Financial LP 0.00% New 19,900 $562K
Quantinno Capital Management LP 0.00% New 18,368 $519K
Comerica Bank 0.00% Reduce -4.2% 17,856 $504K
MetLife Investment Management, LLC 0.00% No change 16,994 $480K
Engineers Gate Manager LP 0.01% Add +9.8% 16,503 $466K
Inspire Investing, LLC 0.04% Add +22.1% 16,121 $455K
Tidal Investments LLC 0.00% Add +1.5% 15,982 $451K
Intech Investment Management LLC 0.00% Add +36.0% 15,568 $440K
Illinois Municipal Retirement Fund 0.01% Add +2.1% 15,458 $437K
State of Alaska, Department of Revenue 0.00% Reduce -8.8% 15,439 $435K
Lion Street Advisors, LLC 0.15% Add +4.3% 10,276 $425K
Ieq Capital, LLC 0.00% Add +56.7% 14,744 $417K
Marshall Wace, LLP 0.00% Reduce -40.8% 14,698 $415K
Dynamic Technology Lab Private Ltd 0.07% New 14,068 $397K
HighTower Advisors, LLC 0.00% Add +0.1% 13,788 $390K
Quantbot Technologies LP 0.01% Add +104.2% 13,754 $389K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% New 13,560 $383K
Janus Henderson Group PLC 0.00% No change 13,532 $382K
Man Group plc 0.00% New 13,293 $376K
Louisiana State Employees Retirement System 0.01% Reduce -2.3% 13,000 $367K
Creative Planning 0.00% Add +17.5% 12,558 $355K
NewEdge Advisors, LLC 0.00% Add +0.0% 12,095 $342K
Mariner, LLC 0.00% Add +34.8% 11,930 $337K
BNP Paribas Financial Markets 0.00% Add +37.8% 11,578 $327K
Aquatic Capital Management LLC 0.01% Add +17.9% 11,288 $319K
Sanctuary Advisors, LLC 0.00% Add +0.6% 10,684 $302K
Manufacturers Life Insurance Company, The 0.00% Reduce -6.8% 10,269 $290K
SG Americas Securities, LLC 0.00% New 10,094 $285K
Ensign Peak Advisors, Inc 0.00% Reduce -49.3% 9,864 $279K
Gibson Wealth Advisors LLC 0.20% No change 9,856 $278K
New York State Common Retirement Fund 0.00% No change 9,434 $267K
Rahlfs Capital, LLC 0.21% No change 9,423 $266K
Jamison Private Wealth Management, Inc. 0.03% Add +0.1% 9,404 $266K
Naples Global Advisors, LLC 0.02% Reduce -9.9% 9,392 $265K
Ameritas Advisory Services, LLC 0.02% Add +119.7% 9,312 $263K
New York State Teachers Retirement System 0.00% Reduce -1.1% 9,076 $256K
Tudor Investment Corporation 0.00% New 8,980 $254K
Yousif Capital Management, LLC 0.00% Reduce -17.6% 8,752 $247K
&partners 0.00% Add +18.8% 8,546 $241K
Susquehanna International Group, LLP 0.00% Reduce -80.1% 8,536 $241K
Arizona State Retirement System 0.00% Add +0.8% 8,494 $240K
EntryPoint Capital, LLC 0.09% Reduce -26.5% 8,435 $238K
NorthCoast Asset Management LLC 0.00% Reduce -0.2% 8,417 $238K
State Board of Administration of Florida Retirement System 0.00% No change 8,403 $237K
Amalgamated Bank 0.00% Add +3.5% 8,350 $236K
PNC Financial Services Group, Inc. 0.00% Add +0.6% 8,221 $232K
Teachers Retirement System of the State of Kentucky 0.00% Reduce -18.7% 8,162 $231K
Police & Firemen's Retirement System of New Jersey 0.00% Add +24.0% 7,997 $226K
Brevan Howard Capital Management LP 0.00% New 7,900 $223K
Curi Capital, LLC 0.00% No change 7,440 $210K
Ackerman Capital Advisors, LLC 0.04% No change 7,438 $210K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 7,414 $209K
State of Tennessee, Department of Treasury 0.00% No change 7,369 $208K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Reduce -1.3% 7,201 $203K
Public Employees Retirement Association of Colorado 0.00% No change 7,116 $201K
AlphaQuest LLC 0.01% Reduce -42.6% 7,085 $200K
Oregon Public Employees Retirement Fund 0.00% Reduce -1.5% 6,410 $181K
Cwm, LLC 0.00% Add +35.9% 6,076 $172K
KLP Kapitalforvaltning As 0.00% No change 5,600 $158K
Moisand Fitzgerald Tamayo, LLC 0.01% No change 3,807 $108K
FMR LLC 0.00% Add +16.0% 2,937 $83K
Hantz Financial Services, Inc. 0.00% Add +41.9% 2,855 $81K
Russell Investments Group, Ltd. 0.00% Add +927.6% 2,826 $80K
Ameritas Investment Partners, Inc. 0.00% Reduce -16.7% 2,417 $68K
Hilltop National Bank 0.02% No change 2,278 $64K
Brown Brothers Harriman & Co. 0.00% Reduce -62.2% 2,205 $62K
Sterling Capital Management LLC 0.00% Add +159.2% 1,996 $56K
Pacifica Partners Inc. 0.02% New 2,000 $56K
Jones Financial Companies LLLP 0.00% Add +10.7% 1,568 $46K
CIBC Private Wealth Group LLC 0.00% New 1,581 $45K
Farther Finance Advisors, LLC 0.00% Add +1.9% 1,468 $41K
GAMMA Investing LLC 0.00% Reduce -7.2% 1,429 $40K
EverSource Wealth Advisors, LLC 0.00% Add +5.4% 998 $28K
Arax Advisory Partners 0.00% New 834 $24K
Nisa Investment Advisors, LLC 0.00% Add +9.7% 818 $23K
Tower Research Capital LLC (TRC) 0.00% Reduce -74.4% 763 $22K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 643 $18K
Osaic Holdings, Inc. 0.00% Add +1.8% 499 $15K
Versant Capital Management, Inc 0.00% No change 540 $15K
Meeder Asset Management Inc. 0.00% New 500 $14K
Essential Partners LLC 0.00% Add +925.6% 400 $11K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Reduce -8.5% 377 $11K
Salomon & Ludwin, LLC 0.00% New 355 $10K
Creative Financial Designs Inc. 0.00% Add +1.1% 289 $8K
Optiver Holding B.V. 0.00% New 192 $5K
Bessemer Group Inc. 0.00% No change 166 $5K
US Bancorp \de 0.00% No change 176 $5K
IFP Advisors, Inc 0.00% Add +23.4% 169 $5K
Harbor Capital Advisors, Inc. 0.00% Reduce -37.1% 146 $4K
Quarry LP 0.00% Add +187.0% 132 $4K
Clearstead Advisors, LLC 0.00% Add +10.9% 122 $3K
Rothschild Investment LLC 0.00% Reduce -21.1% 75 $2K
Larson Financial Group LLC 0.00% New 74 $2K
Smartleaf Asset Management LLC 0.00% Add +343.8% 71 $2K
Allworth Financial LP 0.00% Add +293.8% 63 $2K
SBI Securities Co., Ltd. 0.00% Reduce -20.6% 58 $2K
Quadrant Capital Group LLC 0.00% New 57 $2K
True Wealth Design, LLC 0.00% Add +327.3% 47 $1K
Fifth Third Bancorp 0.00% Add +133.3% 42 $1K
Global Retirement Partners, LLC 0.00% No change 24 $678
Farmers & Merchants Investments Inc. 0.00% No change 21 $593
Rockefeller Capital Management L.P. 0.00% New 17 $482
Physician Wealth Advisors, Inc. 0.00% No change 16 $452
Financial Consulate, Inc. 0.00% New 15 $424
Advisory Services Network, LLC 0.00% New 15 $424
UMB Bank, n.a. 0.00% Add +57.1% 11 $311
Cedar Mountain Advisors, LLC 0.00% New 5 $141
Avion Wealth 0.00% New 17 $0
Covestor Ltd 0.00% Reduce -16.7% 5 $0

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