Southside BancsharesSBSI
13F holders, Q1 2026 (March 31)184holders +3
16new positions
12sold out
5famous investors
$31.09avg. 13F price*
At the end of Q1 2026, 184 institutions reported holding Southside Bancshares Inc. (SBSI) in their 13F filings, up 3 from Q4 2025. 16 opened new positions and 12 sold out. The largest holders were BlackRock, Inc. ($130.6M), Dimensional Fund Advisors LP ($43.1M) and State Street Corp. ($40.2M). 5 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $11.2M |
| Exits | 12 | $1.8M |
All 13F filers, Q4 2025 → Q1 2026: 956,221 shares bought and 777,288 shares sold, net +178,933 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 184 holders
| BlackRock, Inc. | 0.00% | Reduce -1.7% | 4,201,496 | $130.6M |
| Dimensional Fund Advisors LP | 0.01% | Add +0.5% | 1,384,745 | $43.1M |
| State Street Corp. | 0.00% | Reduce -1.1% | 1,293,618 | $40.2M |
| Vanguard Capital Management LLC | 0.00% | — | 1,237,121 | $38.5M |
| Geode Capital Management, LLC | 0.00% | Add +5.2% | 721,414 | $22.4M |
| Vanguard Portfolio Management LLC | 0.00% | — | 589,051 | $18.3M |
| Renaissance Technologies | 0.02% | Reduce -4.4% | 440,146 | $13.7M |
| Two Sigma Investments, LP | 0.01% | Add +140.2% | 394,820 | $12.3M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -3.9% | 389,867 | $12.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +1.1% | 355,404 | $11.0M |
| American Century Companies Inc. | 0.01% | Reduce -1.5% | 343,326 | $10.7M |
| Northern Trust Corp. | 0.00% | Add +2.7% | 319,226 | $9.9M |
| Morgan Stanley | 0.00% | Add +8.2% | 284,891 | $8.9M |
| Royal Bank of Canada | 0.00% | Reduce -2.1% | 260,928 | $8.1M |
| Invesco Ltd. | 0.00% | Reduce -2.3% | 253,916 | $7.9M |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.6% | 251,764 | $7.8M |
| ProShare Advisors LLC | 0.01% | Add +3.9% | 207,364 | $6.4M |
| Hotchkis & Wiley Capital Management LLC | 0.02% | New | 204,750 | $6.4M |
| Vanguard Fiduciary Trust Co. | 0.00% | — | 178,762 | $5.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -31.6% | 177,258 | $5.4M |
| AQR Capital Management | 0.00% | Add +8.0% | 153,183 | $4.8M |
| Bridgeway Capital Management, LLC | 0.09% | Add +134.8% | 144,098 | $4.5M |
| Principal Financial Group Inc. | 0.00% | Add +0.8% | 135,842 | $4.2M |
| Bank of America Corp. | 0.00% | Add +6.2% | 125,339 | $3.9M |
| Third Avenue Management LLC | 0.59% | No change | 116,879 | $3.6M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -14.1% | 115,132 | $3.6M |
| Empowered Funds, LLC | 0.02% | Add +224.9% | 100,298 | $3.1M |
| Public Sector Pension Investment Board | 0.01% | Add +1.9% | 99,911 | $3.1M |
| Citadel Advisors | 0.00% | Reduce -18.4% | 95,063 | $3.0M |
| State of New Jersey Common Pension Fund D | 0.01% | No change | 92,388 | $2.9M |
| UBS Group AG | 0.00% | Reduce -53.2% | 91,388 | $2.8M |
| Rhumbline Advisers | 0.00% | Add +1.4% | 80,572 | $2.5M |
| Parkway Wealth Management Group, LLC | 0.31% | Reduce -20.1% | 74,105 | $2.5M |
| Mackenzie Financial Corp. | 0.00% | Add +12.4% | 72,729 | $2.3M |
| Ameriprise Financial Inc. | 0.00% | Add +31.7% | 70,959 | $2.2M |
| Kestrel Investment Management Corp. | 1.28% | Reduce -0.7% | 69,000 | $2.1M |
| Legal & General Group Plc | 0.00% | Reduce -12.5% | 65,820 | $2.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +2.0% | 64,389 | $2.0M |
| Creative Planning | 0.00% | Reduce -4.3% | 63,858 | $2.0M |
| Polaris Capital Management, LLC | 0.16% | Add +1.1% | 62,944 | $2.0M |
| Pingora Partners LLC | 1.14% | No change | 61,745 | $1.9M |
| Nuveen, LLC | 0.00% | Add +0.7% | 61,665 | $1.9M |
| Millennium Management | 0.00% | Reduce -60.5% | 58,043 | $1.8M |
| T. Rowe Price Associates Inc. | 0.00% | Add +15.1% | 57,471 | $1.8M |
| Swiss National Bank | 0.00% | No change | 55,818 | $1.7M |
| Fisher Asset Management | 0.00% | No change | 53,630 | $1.7M |
| Jane Street Group, LLC | 0.00% | New | 47,297 | $1.5M |
| Royce & Associates LP | 0.01% | Reduce -6.8% | 47,206 | $1.5M |
| Wells Fargo & Company | 0.00% | Reduce -32.7% | 42,724 | $1.3M |
| Prudential Financial Inc. | 0.00% | Reduce -0.6% | 41,378 | $1.3M |
| Pinnacle Associates Ltd. | 0.02% | Add +15.8% | 40,670 | $1.3M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Reduce -3.8% | 39,223 | $1.2M |
| Quantinno Capital Management LP | 0.00% | Add +75.6% | 37,875 | $1.2M |
| Campbell & CO Investment Adviser LLC | 0.06% | Reduce -27.5% | 34,518 | $1.1M |
| Captrust Financial Advisors | 0.00% | Reduce -14.5% | 31,128 | $968K |
| Deutsche Bank AG | 0.00% | Add +15.9% | 30,121 | $936K |
| Wedge Capital Management L L P | 0.02% | Add +0.1% | 28,310 | $880K |
| Alliancebernstein L.P. | 0.00% | Reduce -18.7% | 28,140 | $855K |
| California State Teachers Retirement System | 0.00% | Reduce -0.8% | 26,329 | $819K |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -8.9% | 24,573 | $764K |
| Solutions 4 Wealth, Ltd | 1.13% | No change | 24,242 | $754K |
| Squarepoint Ops LLC | 0.00% | Reduce -57.1% | 21,950 | $682K |
| Vanguard Global Advisers, LLC | 0.00% | — | 20,650 | $642K |
| Sei Investments Co. | 0.00% | New | 20,598 | $640K |
| Hennion & Walsh Asset Management, Inc. | 0.02% | Add +13.3% | 19,606 | $610K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -4.0% | 18,649 | $580K |
| Franklin Resources Inc. | 0.00% | New | 18,354 | $571K |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | — | 18,240 | $567K |
| Citigroup Inc. | 0.00% | Reduce -20.7% | 17,559 | $546K |
| MetLife Investment Management, LLC | 0.00% | No change | 16,994 | $528K |
| Inspire Investing, LLC | 0.03% | Add +7.8% | 16,537 | $514K |
| Fifth Third Bancorp | 0.00% | Add +35847.8% | 16,536 | $514K |
| HighTower Advisors, LLC | 0.00% | Add +17.1% | 16,249 | $505K |
| LPL Financial LLC | 0.00% | Reduce -7.1% | 16,019 | $498K |
| Susquehanna International Group, LLP | 0.00% | New | 15,966 | $496K |
| Illinois Municipal Retirement Fund | 0.01% | Add +6.5% | 15,479 | $481K |
| Tidal Investments LLC | 0.00% | Add +3.2% | 15,267 | $475K |
| Bayview Asset Management, LLC | 0.39% | Reduce -82.5% | 15,000 | $466K |
| State of Alaska, Department of Revenue | 0.01% | Reduce -3.8% | 15,003 | $465K |
| Ieq Capital, LLC | 0.00% | Reduce -11.3% | 14,428 | $449K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +40.3% | 14,159 | $440K |
| Teacher Retirement System of Texas | 0.00% | New | 13,867 | $431K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.03% | Reduce -11.0% | 13,629 | $424K |
| Mariner, LLC | 0.00% | Add +14.3% | 13,609 | $423K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +1.3% | 13,583 | $422K |
| Janus Henderson Group PLC | 0.00% | No change | 13,532 | $420K |
| Rafferty Asset Management, LLC | 0.00% | Reduce -26.9% | 13,500 | $420K |
| Louisiana State Employees Retirement System | 0.01% | Reduce -3.9% | 12,400 | $386K |
| Barclays PLC | 0.00% | Reduce -77.0% | 11,859 | $369K |
| NewEdge Advisors, LLC | 0.00% | Add +0.0% | 11,859 | $369K |
| Redwood Family Wealth LLC | 0.35% | Reduce -10.2% | 11,322 | $352K |
| State of Tennessee, Department of Treasury | 0.00% | No change | 11,319 | $352K |
| HRT Financial LP | 0.00% | New | 11,316 | $351K |
| Focus Partners Wealth | 0.00% | Add +21.6% | 11,270 | $350K |
| Vanguard Investments Australia, Ltd. | 0.00% | — | 10,117 | $315K |
| Naples Global Advisors, LLC | 0.02% | Add +20.7% | 10,009 | $311K |
| Gibson Wealth Advisors LLC | 0.21% | No change | 9,856 | $306K |
| New York State Common Retirement Fund | 0.00% | No change | 9,434 | $293K |
| Bill Few Associates, Inc. | 0.07% | Add +31.4% | 9,370 | $291K |
| Jamison Private Wealth Management, Inc. | 0.04% | Reduce -3.6% | 9,074 | $282K |
| Cwm, LLC | 0.00% | Add +22.4% | 9,038 | $281K |
| &partners | 0.00% | Add +0.5% | 8,780 | $273K |
| Concurrent Investment Advisors, LLC | 0.00% | New | 8,614 | $268K |
| Curi Capital, LLC | 0.00% | Add +1.8% | 8,460 | $263K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 8,403 | $261K |
| PNC Financial Services Group, Inc. | 0.00% | Add +3.4% | 8,357 | $260K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -10.7% | 8,098 | $252K |
| Amalgamated Bank | 0.00% | Reduce -2.2% | 8,076 | $251K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 7,997 | $249K |
| Arizona State Retirement System | 0.00% | Reduce -1.4% | 7,845 | $244K |
| Susquehanna Fundamental Investments, LLC | 0.01% | New | 7,811 | $243K |
| Stifel Financial Corp. | 0.00% | Add +0.0% | 7,558 | $235K |
| Yousif Capital Management, LLC | 0.00% | Reduce -2.3% | 7,440 | $231K |
| Ackerman Capital Advisors, LLC | 0.05% | No change | 7,438 | $231K |
| Mercer Global Advisors Inc. | 0.00% | New | 7,433 | $231K |
| SG Americas Securities, LLC | 0.00% | Reduce -43.7% | 7,225 | $225K |
| Teachers Retirement System of the State of Kentucky | 0.00% | No change | 7,176 | $223K |
| Intech Investment Management LLC | 0.00% | Reduce -30.3% | 7,160 | $223K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 7,116 | $221K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -1.3% | 6,909 | $215K |
| BNP Paribas Financial Markets | 0.00% | Reduce -0.6% | 6,687 | $208K |
| Oregon Public Employees Retirement Fund | 0.00% | Reduce -1.5% | 6,410 | $199K |
| KLP Kapitalforvaltning As | 0.00% | No change | 6,100 | $190K |
| Larson Financial Group LLC | 0.01% | Add +0.2% | 5,087 | $158K |
| Advisory Services Network, LLC | 0.00% | New | 4,625 | $144K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | No change | 3,807 | $118K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +164.7% | 3,242 | $101K |
| Quadrant Capital Group LLC | 0.00% | No change | 2,738 | $85K |
| New York State Teachers Retirement System | 0.00% | Reduce -71.1% | 2,487 | $77K |
| GAMMA Investing LLC | 0.00% | Add +36.1% | 2,463 | $77K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -6.7% | 2,422 | $75K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 2,417 | $75K |
| FMR LLC | 0.00% | Reduce -24.6% | 2,379 | $74K |
| Hilltop National Bank | 0.02% | No change | 2,278 | $71K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 2,214 | $69K |
| Rockefeller Capital Management L.P. | 0.00% | Add +393.2% | 2,165 | $67K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -8.6% | 1,732 | $54K |
| Farther Finance Advisors, LLC | 0.00% | Add +1.3% | 1,673 | $53K |
| Jones Financial Companies LLLP | 0.00% | Add +0.8% | 1,583 | $48K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +7.2% | 1,058 | $33K |
| Sterling Capital Management LLC | 0.00% | Reduce -42.7% | 958 | $30K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +74.0% | 863 | $27K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +480.6% | 836 | $26K |
| Versant Capital Management, Inc | 0.00% | Add +28.3% | 693 | $22K |
| Public Employees Retirement System of Ohio | 0.00% | New | 649 | $20K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 643 | $20K |
| Nisa Investment Advisors, LLC | 0.00% | Add +2.8% | 620 | $19K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Add +2.1% | 590 | $18K |
| US Bancorp \de | 0.00% | Reduce -2.0% | 450 | $14K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -29.4% | 410 | $13K |
| Osaic Holdings, Inc. | 0.00% | Reduce -16.1% | 385 | $12K |
| Signaturefd, LLC | 0.00% | No change | 297 | $9K |
| SouthState Bank Corp | 0.00% | No change | 278 | $9K |
| Allworth Financial LP | 0.00% | Add +90.2% | 272 | $8K |
| Bessemer Group Inc. | 0.00% | No change | 256 | $8K |
| Smartleaf Asset Management LLC | 0.00% | Add +10.9% | 213 | $7K |
| Arax Advisory Partners | 0.00% | Add +234.7% | 164 | $5K |
| Essential Partners LLC | 0.00% | Add +2.0% | 152 | $5K |
| Rothschild Investment LLC | 0.00% | Add +31.3% | 147 | $5K |
| Physician Wealth Advisors, Inc. | 0.00% | Reduce -28.1% | 110 | $3K |
| Parkside Financial Bank & Trust | 0.00% | No change | 107 | $3K |
| IFP Advisors, Inc | 0.00% | Add +1.1% | 96 | $3K |
| Optiver Holding B.V. | 0.00% | Reduce -32.8% | 82 | $3K |
| MAI Capital Management | 0.00% | Add +250.0% | 70 | $2K |
| Kilter Group LLC | 0.00% | Add +611.1% | 64 | $2K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -3.1% | 62 | $2K |
| Salomon & Ludwin, LLC | 0.00% | No change | 61 | $2K |
| Parallel Advisors, LLC | 0.00% | No change | 58 | $2K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 52 | $2K |
| UMB Bank, n.a. | 0.00% | Add +27.0% | 47 | $1K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 43 | $1K |
| Bare Financial Services, Inc | 0.00% | No change | 42 | $1K |
| Root Financial Partners, LLC | 0.00% | New | 34 | $1K |
| Basecamp Wealth Advisors LLC | 0.00% | New | 27 | $839 |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 23 | $715 |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +2100.0% | 22 | $684 |
| True Wealth Design, LLC | 0.00% | No change | 20 | $622 |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -14.3% | 18 | $560 |
| Financial Consulate, Inc. | 0.00% | No change | 15 | $467 |
| Harbour Investments, Inc. | 0.00% | New | 8 | $249 |
| Sunbelt Securities, Inc. | 0.00% | No change | 3 | $93 |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -94.2% | 3 | $93 |
| Avion Wealth | 0.00% | No change | 18 | $0 |
| Covestor Ltd | 0.00% | Add +16.7% | 7 | $0 |
"% of holder's portfolio" is SBSI's weight in each manager's 13F, not the share of Southside Bancshares Inc. the manager owns.