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
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $3.6M |
| Exits | 21 | $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 |
| Amalgamated Bank | 0.00% | Reduce -1.1% | 8,257 | $251K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.7% | 8,082 | $246K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 7,997 | $243K |
| Yousif Capital Management, LLC | 0.00% | Reduce -13.0% | 7,618 | $243K |
| Arizona State Retirement System | 0.00% | Reduce -6.3% | 7,956 | $242K |
| Stifel Financial Corp. | 0.00% | New | 7,556 | $230K |
| Ackerman Capital Advisors, LLC | 0.05% | No change | 7,438 | $226K |
| Cwm, LLC | 0.00% | Add +21.5% | 7,382 | $224K |
| Teachers Retirement System of the State of Kentucky | 0.00% | Reduce -12.1% | 7,176 | $218K |
| Bill Few Associates, Inc. | 0.05% | New | 7,131 | $217K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 7,116 | $216K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -2.8% | 6,997 | $213K |
| Aigen Investment Management, LP | 0.05% | New | 6,864 | $209K |
| BNP Paribas Financial Markets | 0.00% | Reduce -41.9% | 6,725 | $204K |
| Oregon Public Employees Retirement Fund | 0.00% | Add +1.6% | 6,510 | $198K |
| KLP Kapitalforvaltning As | 0.00% | Add +8.9% | 6,100 | $185K |
| Larson Financial Group LLC | 0.01% | Add +6762.2% | 5,078 | $154K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | No change | 3,807 | $116K |
| FMR LLC | 0.00% | Add +7.5% | 3,157 | $96K |
| Quantbot Technologies LP | 0.00% | Reduce -78.7% | 2,932 | $89K |
| Quadrant Capital Group LLC | 0.00% | Add +4703.5% | 2,738 | $83K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -8.1% | 2,597 | $79K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 2,417 | $73K |
| Hilltop National Bank | 0.02% | No change | 2,278 | $69K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -77.5% | 2,214 | $67K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 2,205 | $67K |
| AlphaQuest LLC | 0.00% | Reduce -73.0% | 1,915 | $58K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -33.6% | 1,895 | $58K |
| GAMMA Investing LLC | 0.00% | Add +26.6% | 1,809 | $55K |
| Sterling Capital Management LLC | 0.00% | Reduce -16.3% | 1,671 | $51K |
| Farther Finance Advisors, LLC | 0.00% | Add +12.5% | 1,652 | $50K |
| Jones Financial Companies LLLP | 0.00% | Add +0.1% | 1,570 | $48K |
| Kestra Advisory Services, LLC | 0.00% | New | 1,494 | $45K |
| Aquatic Capital Management LLC | 0.00% | Reduce -87.8% | 1,375 | $42K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +60.5% | 1,225 | $37K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -1.1% | 987 | $30K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 643 | $20K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -26.3% | 603 | $18K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 578 | $18K |
| Los Angeles Capital Management LLC | 0.00% | New | 581 | $17K |
| Versant Capital Management, Inc | 0.00% | No change | 540 | $16K |
| Meeder Asset Management Inc. | 0.00% | Add +7.8% | 539 | $16K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +31.6% | 496 | $15K |
| US Bancorp \de | 0.00% | Add +160.8% | 459 | $14K |
| Osaic Holdings, Inc. | 0.00% | Reduce -8.0% | 459 | $14K |
| Rockefeller Capital Management L.P. | 0.00% | Add +2482.3% | 439 | $13K |
| Signaturefd, LLC | 0.00% | New | 297 | $9K |
| SouthState Bank Corp | 0.00% | New | 278 | $8K |
| Bessemer Group Inc. | 0.00% | Add +54.2% | 256 | $8K |
| Smartleaf Asset Management LLC | 0.00% | Add +170.4% | 192 | $6K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +856.3% | 153 | $5K |
| Essential Partners LLC | 0.00% | Reduce -62.8% | 149 | $5K |
| Allworth Financial LP | 0.00% | Add +127.0% | 143 | $4K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -1.4% | 144 | $4K |
| Optiver Holding B.V. | 0.00% | Reduce -36.5% | 122 | $4K |
| Rothschild Investment LLC | 0.00% | Add +49.3% | 112 | $3K |
| Parkside Financial Bank & Trust | 0.00% | New | 107 | $3K |
| IFP Advisors, Inc | 0.00% | Reduce -43.8% | 95 | $3K |
| SBI Securities Co., Ltd. | 0.00% | Add +10.3% | 64 | $2K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -82.8% | 61 | $2K |
| Parallel Advisors, LLC | 0.00% | New | 58 | $2K |
| Caitong International Asset Management Co., Ltd | 0.00% | New | 52 | $2K |
| Cedar Mountain Advisors, LLC | 0.00% | Add +940.0% | 52 | $2K |
| Arax Advisory Partners | 0.00% | Reduce -94.1% | 49 | $1K |
| Fifth Third Bancorp | 0.00% | Add +9.5% | 46 | $1K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 43 | $1K |
| Aster Capital Management (DIFC) Ltd | 0.00% | New | 42 | $1K |
| Bare Financial Services, Inc | 0.00% | New | 42 | $1K |
| UMB Bank, n.a. | 0.00% | Add +236.4% | 37 | $1K |
| Global Retirement Partners, LLC | 0.00% | No change | 24 | $729 |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 21 | $638 |
| True Wealth Design, LLC | 0.00% | Reduce -57.5% | 20 | $608 |
| MAI Capital Management | 0.00% | New | 20 | $608 |
| Financial Consulate, Inc. | 0.00% | No change | 15 | $456 |
| Torren Management, LLC | 0.00% | — | 13 | $395 |
| Kilter Group LLC | 0.00% | New | 9 | $274 |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -99.6% | 6 | $182 |
| Sunbelt Securities, Inc. | 0.00% | New | 3 | $91 |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 1 | $30 |
| Avion Wealth | 0.00% | Add +5.9% | 18 | $0 |
| Covestor Ltd | 0.00% | Add +20.0% | 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.