Southside BancsharesSBSI

13F holders, Q4 2025 (December 31)
181holders +5
22new positions
21sold out
5famous investors
$30.39avg. 13F price*

At the end of Q4 2025, 181 institutions reported holding Southside Bancshares Inc. (SBSI) in their 13F filings, up 5 from Q3 2025. 22 opened new positions and 21 sold out. The largest holders were BlackRock, Inc. ($129.9M), Vanguard Group Inc. ($61.8M) and Dimensional Fund Advisors LP ($41.9M). 5 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 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

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 2025 → Q4 2025

InstitutionsTotal Value
New Positions22$3.6M
Exits21$8.7M

All 13F filers, Q3 2025 → Q4 2025: 724,791 shares bought and 1,002,801 shares sold, net −278,010 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 181 holders

BlackRock, Inc. 0.00% Add +3.7% 4,274,732 $129.9M
Vanguard Group Inc. 0.00% Add +1.6% 2,031,944 $61.8M
Dimensional Fund Advisors LP 0.01% Reduce -0.4% 1,377,249 $41.9M
State Street Corp. 0.00% Add +0.6% 1,308,609 $39.8M
Geode Capital Management, LLC 0.00% Reduce -0.5% 686,101 $20.9M
Renaissance Technologies 0.02% Reduce -9.2% 460,446 $14.0M
Charles Schwab Investment Management Inc. 0.00% Add +10.1% 405,877 $12.3M
Goldman Sachs Group Inc. 0.00% Add +11.6% 351,713 $10.7M
American Century Companies Inc. 0.01% Reduce -1.4% 348,665 $10.6M
Northern Trust Corp. 0.00% Reduce -5.0% 310,854 $9.4M
Royal Bank of Canada 0.00% Reduce -1.0% 266,540 $8.1M
Morgan Stanley 0.00% Add +4.3% 263,365 $8.0M
Invesco Ltd. 0.00% Reduce -5.3% 259,897 $7.9M
JPMorgan Chase & Co. 0.00% Reduce -14.4% 258,978 $7.9M
Bank of New York Mellon Corp 0.00% Reduce -9.9% 253,314 $7.7M
Two Sigma Advisers, LP 0.01% Add +5.5% 244,300 $7.4M
ProShare Advisors LLC 0.01% Reduce -3.2% 199,506 $6.1M
UBS Group AG 0.00% Reduce -49.6% 195,369 $5.9M
Two Sigma Investments, LP 0.01% Add +7.7% 164,347 $5.0M
Millennium Management 0.00% Reduce -41.6% 146,796 $4.5M
AQR Capital Management 0.00% Reduce -0.2% 141,785 $4.3M
Principal Financial Group Inc. 0.00% Reduce -1.4% 134,723 $4.1M
Arrowstreet Capital, Limited Partnership 0.00% Reduce -3.2% 133,966 $4.1M
Bank of America Corp. 0.00% Add +23.9% 118,065 $3.6M
Third Avenue Management LLC 0.65% Reduce -44.2% 116,879 $3.6M
Citadel Advisors 0.00% Add +31.0% 116,421 $3.5M
Public Sector Pension Investment Board 0.01% Reduce -11.1% 98,042 $3.0M
Parkway Wealth Management Group, LLC 0.38% — 92,789 $2.8M
State of New Jersey Common Pension Fund D 0.01% No change 92,388 $2.8M
Bayview Asset Management, LLC 2.34% Add +48.6% 85,457 $2.6M
Rhumbline Advisers 0.00% Reduce -5.4% 79,425 $2.4M
Legal & General Group Plc 0.00% Reduce -4.1% 75,258 $2.3M
Kestrel Investment Management Corp. 1.20% Reduce -3.3% 69,500 $2.1M
Creative Planning 0.00% Add +431.3% 66,714 $2.0M
Mackenzie Financial Corp. 0.00% Add +36.5% 64,678 $2.0M
Wells Fargo & Company 0.00% Add +4.0% 63,506 $1.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +7.9% 63,094 $1.9M
Polaris Capital Management, LLC 0.16% Add +1.2% 62,227 $1.9M
Pingora Partners LLC 1.15% Add +14.7% 61,745 $1.9M
Bridgeway Capital Management, LLC 0.04% Add +39.1% 61,367 $1.9M
Nuveen, LLC 0.00% Reduce -29.3% 61,246 $1.9M
Swiss National Bank 0.00% No change 55,818 $1.7M
Ameriprise Financial Inc. 0.00% Reduce -1.8% 53,871 $1.6M
Fisher Asset Management 0.00% No change 53,630 $1.6M
Barclays PLC 0.00% Add +22.3% 51,590 $1.6M
Squarepoint Ops LLC 0.00% Add +35.7% 51,157 $1.6M
Royce & Associates LP 0.02% Add +39.2% 50,658 $1.5M
T. Rowe Price Associates Inc. 0.00% Add +25.8% 49,926 $1.5M
Campbell & CO Investment Adviser LLC 0.07% Add +98.2% 47,590 $1.4M
Prudential Financial Inc. 0.00% Reduce -4.8% 41,618 $1.3M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% New 40,786 $1.3M
Captrust Financial Advisors 0.00% Add +1.8% 36,404 $1.1M
Pinnacle Associates Ltd. 0.01% Add +55.4% 35,106 $1.1M
Alliancebernstein L.P. 0.00% Reduce -11.3% 34,620 $1.1M
Empowered Funds, LLC 0.02% Add +25.5% 30,867 $938K
Wedge Capital Management L L P 0.02% Add +4.4% 28,278 $859K
CANADA LIFE ASSURANCE Co 0.00% Add +0.2% 26,985 $820K
California State Teachers Retirement System 0.00% Reduce -0.1% 26,544 $807K
Deutsche Bank AG 0.00% Add +6.7% 25,984 $790K
Solutions 4 Wealth, Ltd 1.11% No change 24,242 $737K
Citigroup Inc. 0.00% Reduce -3.0% 22,152 $673K
Quantinno Capital Management LP 0.00% Add +17.4% 21,569 $655K
Thrivent Financial for Lutherans 0.00% Reduce -4.8% 19,420 $590K
Rafferty Asset Management, LLC 0.00% Reduce -10.1% 18,471 $561K
Brandywine Global Investment Management, LLC 0.00% New 18,017 $548K
Hennion & Walsh Asset Management, Inc. 0.02% Reduce -20.6% 17,304 $526K
LPL Financial LLC 0.00% Reduce -21.1% 17,247 $524K
MetLife Investment Management, LLC 0.00% No change 16,994 $516K
Comerica Bank 0.00% Reduce -6.6% 16,683 $507K
Ieq Capital, LLC 0.00% Add +10.3% 16,265 $494K
State of Alaska, Department of Revenue 0.01% Add +1.1% 15,601 $473K
Inspire Investing, LLC 0.04% Reduce -4.9% 15,337 $466K
Pinnacle Wealth Management Advisory Group, LLC 0.03% New 15,309 $465K
Tidal Investments LLC 0.00% Reduce -7.4% 14,795 $450K
Illinois Municipal Retirement Fund 0.01% Reduce -6.0% 14,535 $442K
HighTower Advisors, LLC 0.00% Add +0.7% 13,882 $422K
Janus Henderson Group PLC 0.00% No change 13,532 $411K
Odyssean, LLC 0.30% — 13,523 $411K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -1.1% 13,408 $407K
Louisiana State Employees Retirement System 0.01% Reduce -0.8% 12,900 $392K
SG Americas Securities, LLC 0.00% Add +27.1% 12,825 $390K
Redwood Family Wealth LLC 0.38% — 12,606 $383K
State of Tennessee, Department of Treasury 0.00% Add +53.6% 11,319 $364K
Mariner, LLC 0.00% Reduce -0.2% 11,910 $362K
NewEdge Advisors, LLC 0.00% Reduce -2.0% 11,855 $360K
Sanctuary Advisors, LLC 0.00% Add +0.4% 10,725 $326K
Integrity Alliance, Llc. 0.01% New 10,611 $322K
Intech Investment Management LLC 0.00% Reduce -34.0% 10,268 $312K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +36.1% 10,091 $307K
Gibson Wealth Advisors LLC 0.21% No change 9,856 $300K
New York State Common Retirement Fund 0.00% No change 9,434 $287K
Jamison Private Wealth Management, Inc. 0.04% Add +0.1% 9,412 $286K
Focus Partners Wealth 0.00% New 9,268 $282K
Manufacturers Life Insurance Company, The 0.00% Reduce -11.7% 9,064 $275K
&partners 0.00% Add +2.2% 8,737 $266K
New York State Teachers Retirement System 0.00% Reduce -5.3% 8,597 $261K
EntryPoint Capital, LLC 0.10% No change 8,435 $256K
State Board of Administration of Florida Retirement System 0.00% No change 8,403 $255K
Curi Capital, LLC 0.00% Add +11.7% 8,311 $253K
Naples Global Advisors, LLC 0.02% Reduce -11.7% 8,292 $252K

"% 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 181 holders