Southside BancsharesSBSI
13F holders, Q2 2026 (June 30)195holders +11
20new positions
9sold out
5famous investors
$35.18avg. 13F price*
At the end of Q2 2026, 195 institutions reported holding Southside Bancshares Inc. (SBSI) in their 13F filings, up 11 from Q1 2026. 20 opened new positions and 9 sold out. The largest holders were BlackRock, Inc. ($150.3M), Dimensional Fund Advisors LP ($49.5M) and State Street Corp. ($46.7M). 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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $3.6M |
| Exits | 9 | $9.1M |
All 13F filers, Q1 2026 → Q2 2026: 676,957 shares bought and 658,672 shares sold, net +18,285 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 195 holders
| BlackRock, Inc. | 0.00% | Add +1.7% | 4,271,247 | $150.3M |
| Dimensional Fund Advisors LP | 0.01% | Add +1.6% | 1,406,812 | $49.5M |
| State Street Corp. | 0.00% | Add +2.7% | 1,328,182 | $46.7M |
| Vanguard Capital Management LLC | 0.00% | Add +0.9% | 1,248,193 | $43.9M |
| Geode Capital Management, LLC | 0.00% | Add +2.3% | 737,957 | $26.0M |
| Vanguard Portfolio Management LLC | 0.00% | Add +7.0% | 630,384 | $22.2M |
| Renaissance Technologies | 0.02% | Reduce -4.8% | 419,146 | $14.7M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -7.6% | 360,385 | $12.7M |
| Two Sigma Investments, LP | 0.01% | Reduce -11.7% | 348,461 | $12.3M |
| Northern Trust Corp. | 0.00% | Add +7.4% | 342,761 | $12.1M |
| American Century Companies Inc. | 0.01% | Reduce -1.3% | 338,886 | $11.9M |
| Bank of New York Mellon Corp | 0.00% | Add +4.0% | 261,818 | $9.2M |
| Royal Bank of Canada | 0.00% | Reduce -1.4% | 257,180 | $9.1M |
| Invesco Ltd. | 0.00% | Add +1.0% | 256,437 | $9.0M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -28.2% | 255,209 | $9.0M |
| Morgan Stanley | 0.00% | Reduce -19.3% | 229,982 | $8.1M |
| Hotchkis & Wiley Capital Management LLC | 0.02% | Add +0.7% | 206,150 | $7.3M |
| AQR Capital Management | 0.00% | Add +23.1% | 188,629 | $6.6M |
| Vanguard Fiduciary Trust Co. | 0.00% | Add +5.3% | 188,255 | $6.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -8.3% | 162,584 | $5.7M |
| Bridgeway Capital Management, LLC | 0.09% | Add +5.3% | 151,664 | $5.3M |
| Mackenzie Financial Corp. | 0.01% | Add +103.1% | 147,700 | $5.2M |
| Principal Financial Group Inc. | 0.00% | Reduce -0.3% | 135,423 | $4.8M |
| Bank of America Corp. | 0.00% | Add +3.0% | 129,163 | $4.5M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +4.8% | 120,629 | $4.2M |
| Third Avenue Management LLC | 0.66% | No change | 116,879 | $4.1M |
| Empowered Funds, LLC | 0.02% | Add +13.1% | 113,411 | $4.0M |
| Public Sector Pension Investment Board | 0.01% | Reduce -4.1% | 95,826 | $3.4M |
| State of New Jersey Common Pension Fund D | 0.01% | No change | 92,388 | $3.3M |
| Nuveen, LLC | 0.00% | Add +40.0% | 86,335 | $3.0M |
| Citadel Advisors | 0.00% | Reduce -10.8% | 84,790 | $3.0M |
| UBS Group AG | 0.00% | Reduce -14.7% | 77,958 | $2.7M |
| T. Rowe Price Associates Inc. | 0.00% | Add +29.6% | 74,486 | $2.6M |
| Parkway Wealth Management Group, LLC | 0.30% | Add +0.0% | 74,109 | $2.6M |
| Ameriprise Financial Inc. | 0.00% | Add +1.9% | 72,308 | $2.5M |
| Rhumbline Advisers | 0.00% | Reduce -12.4% | 70,585 | $2.5M |
| Polaris Capital Management, LLC | 0.23% | Add +11.5% | 70,158 | $2.5M |
| Kestrel Investment Management Corp. | 1.32% | No change | 69,000 | $2.4M |
| Millennium Management | 0.00% | Add +17.6% | 68,270 | $2.4M |
| Creative Planning | 0.00% | Reduce -0.3% | 63,689 | $2.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -1.5% | 63,442 | $2.2M |
| Legal & General Group Plc | 0.00% | Reduce -7.8% | 60,698 | $2.1M |
| Wells Fargo & Company | 0.00% | Add +37.2% | 58,621 | $2.1M |
| Pingora Partners LLC | 1.20% | Reduce -5.5% | 58,375 | $2.1M |
| Swiss National Bank | 0.00% | Add +1.6% | 56,718 | $2.0M |
| Fisher Asset Management | 0.00% | No change | 53,630 | $1.9M |
| Quantinno Capital Management LP | 0.00% | Add +26.3% | 47,845 | $1.7M |
| Royce & Associates LP | 0.01% | Reduce -7.9% | 43,468 | $1.5M |
| Prudential Financial Inc. | 0.00% | Add +0.9% | 41,738 | $1.5M |
| Pinnacle Associates Ltd. | 0.02% | Add +2.2% | 41,574 | $1.5M |
| Campbell & CO Investment Adviser LLC | 0.08% | Add +18.7% | 40,982 | $1.4M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +1.5% | 39,818 | $1.4M |
| Captrust Financial Advisors | 0.00% | Add +1.9% | 31,725 | $1.1M |
| Deutsche Bank AG | 0.00% | Add +4.4% | 31,443 | $1.1M |
| Alliancebernstein L.P. | 0.00% | Add +22.9% | 34,590 | $1.1M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +105.0% | 29,020 | $1.0M |
| California State Teachers Retirement System | 0.00% | Add +1.4% | 26,686 | $939K |
| Wedge Capital Management L L P | 0.01% | Reduce -11.1% | 25,157 | $885K |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +0.6% | 24,713 | $869K |
| Solutions 4 Wealth, Ltd | 1.10% | No change | 24,242 | $853K |
| Citigroup Inc. | 0.00% | Add +33.5% | 23,442 | $825K |
| LPL Financial LLC | 0.00% | Add +41.9% | 22,727 | $800K |
| Vanguard Global Advisers, LLC | 0.00% | Add +5.1% | 21,704 | $764K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | New | 21,271 | $749K |
| Squarepoint Ops LLC | 0.00% | Reduce -3.4% | 21,211 | $746K |
| Ieq Capital, LLC | 0.00% | Add +38.9% | 20,043 | $705K |
| Hennion & Walsh Asset Management, Inc. | 0.02% | Add +0.6% | 19,720 | $694K |
| Inspire Investing, LLC | 0.03% | Add +17.2% | 19,384 | $682K |
| Franklin Resources Inc. | 0.00% | Add +4.2% | 19,133 | $673K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -1.5% | 18,365 | $646K |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | No change | 18,240 | $642K |
| Teacher Retirement System of Texas | 0.00% | Add +26.6% | 17,563 | $618K |
| MetLife Investment Management, LLC | 0.00% | Add +0.1% | 17,018 | $599K |
| State of Tennessee, Department of Treasury | 0.00% | Add +41.0% | 15,966 | $562K |
| HighTower Advisors, LLC | 0.00% | Reduce -3.0% | 15,762 | $555K |
| Russell Investments Group, Ltd. | 0.00% | Add +549.9% | 15,740 | $554K |
| Mariner, LLC | 0.00% | Add +12.7% | 15,341 | $540K |
| Fifth Third Bancorp | 0.00% | Reduce -8.4% | 15,140 | $533K |
| Illinois Municipal Retirement Fund | 0.01% | Reduce -2.4% | 15,105 | $532K |
| Bayview Asset Management, LLC | 0.39% | No change | 15,000 | $528K |
| HRT Financial LP | 0.00% | Add +30.7% | 14,791 | $520K |
| Sei Investments Co. | 0.00% | Reduce -28.4% | 14,755 | $519K |
| Jupiter Topco LLC | 0.00% | — | 13,532 | $476K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -1.2% | 13,417 | $472K |
| Louisiana State Employees Retirement System | 0.01% | Reduce -0.8% | 12,300 | $433K |
| SG Americas Securities, LLC | 0.00% | Add +68.9% | 12,206 | $430K |
| NewEdge Advisors, LLC | 0.00% | Add +0.5% | 11,918 | $419K |
| Redwood Family Wealth LLC | 0.35% | Reduce -1.2% | 11,182 | $393K |
| Focus Partners Wealth | 0.00% | Reduce -3.7% | 10,848 | $382K |
| Susquehanna Fundamental Investments, LLC | 0.01% | Add +38.0% | 10,777 | $379K |
| Mercer Global Advisors Inc. | 0.00% | Add +44.7% | 10,757 | $379K |
| Bill Few Associates, Inc. | 0.08% | Add +11.5% | 10,444 | $368K |
| State of Alaska, Department of Revenue | 0.00% | Reduce -30.5% | 10,421 | $366K |
| Naples Global Advisors, LLC | 0.02% | Add +2.0% | 10,209 | $359K |
| Vanguard Investments Australia, Ltd. | 0.00% | No change | 10,117 | $356K |
| Barclays PLC | 0.00% | Reduce -16.0% | 9,958 | $350K |
| Quantbot Technologies LP | 0.01% | New | 9,895 | $348K |
| Gibson Wealth Advisors LLC | 0.22% | No change | 9,856 | $347K |
| New York State Common Retirement Fund | 0.00% | No change | 9,434 | $332K |
| Odyssean, LLC | 0.05% | New | 9,226 | $325K |
| Ameritas Advisory Services, LLC | 0.01% | New | 9,186 | $323K |
| PNC Financial Services Group, Inc. | 0.00% | Add +9.7% | 9,167 | $323K |
| XTX Topco Ltd | 0.00% | New | 9,092 | $320K |
| Jamison Private Wealth Management, Inc. | 0.03% | Add +0.1% | 9,083 | $320K |
| Manufacturers Life Insurance Company, The | 0.00% | Add +8.9% | 8,822 | $310K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 8,770 | $309K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +1.4% | 8,739 | $308K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.02% | Reduce -36.0% | 8,718 | $307K |
| Curi Capital, LLC | 0.00% | Add +0.0% | 8,462 | $298K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 8,403 | $296K |
| &partners | 0.00% | Reduce -7.2% | 8,144 | $287K |
| Rafferty Asset Management, LLC | 0.00% | Reduce -39.7% | 8,135 | $286K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 7,997 | $281K |
| Arizona State Retirement System | 0.00% | Reduce -0.6% | 7,797 | $274K |
| Stifel Financial Corp. | 0.00% | Add +0.0% | 7,561 | $266K |
| Amalgamated Bank | 0.00% | Reduce -6.6% | 7,544 | $265K |
| Bailard, Inc. | 0.01% | New | 7,500 | $264K |
| Ackerman Capital Advisors, LLC | 0.05% | No change | 7,438 | $262K |
| BNP Paribas Financial Markets | 0.00% | Add +10.7% | 7,403 | $261K |
| Neuberger Berman Group LLC | 0.00% | New | 7,188 | $253K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 7,341 | $252K |
| Teachers Retirement System of the State of Kentucky | 0.00% | No change | 7,176 | $252K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 7,116 | $250K |
| Yousif Capital Management, LLC | 0.00% | Reduce -7.0% | 6,918 | $243K |
| Voya Investment Management LLC | 0.00% | New | 6,684 | $235K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -4.0% | 6,632 | $233K |
| Oregon Public Employees Retirement Fund | 0.00% | No change | 6,410 | $226K |
| Intech Investment Management LLC | 0.00% | Reduce -13.9% | 6,163 | $217K |
| KLP Kapitalforvaltning As | 0.00% | No change | 6,100 | $215K |
| Sanctuary Advisors, LLC | 0.00% | New | 5,976 | $210K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | No change | 3,807 | $134K |
| FMR LLC | 0.00% | Add +49.8% | 3,563 | $125K |
| GAMMA Investing LLC | 0.00% | Add +37.2% | 3,379 | $119K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +9.4% | 2,644 | $93K |
| New York State Teachers Retirement System | 0.00% | Add +6.1% | 2,638 | $93K |
| Larson Financial Group LLC | 0.00% | Reduce -52.3% | 2,429 | $85K |
| Nisa Investment Advisors, LLC | 0.00% | Add +284.2% | 2,382 | $84K |
| Hilltop National Bank | 0.02% | No change | 2,278 | $80K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 2,214 | $78K |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.7% | 2,180 | $77K |
| Farther Finance Advisors, LLC | 0.00% | Add +15.5% | 1,933 | $68K |
| Public Employees Retirement System of Ohio | 0.00% | Add +172.0% | 1,765 | $62K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -1.1% | 1,712 | $60K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -48.1% | 1,682 | $59K |
| Jones Financial Companies LLLP | 0.00% | Reduce -8.3% | 1,451 | $51K |
| Arax Advisory Partners | 0.00% | Add +669.5% | 1,262 | $44K |
| Versant Capital Management, Inc | 0.00% | No change | 693 | $24K |
| Nykredit A/S | 0.00% | — | 692 | $24K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -35.9% | 678 | $24K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 643 | $23K |
| Osaic Holdings, Inc. | 0.00% | Add +60.3% | 617 | $22K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Add +1.5% | 599 | $21K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -27.8% | 604 | $21K |
| Sterling Capital Management LLC | 0.00% | Reduce -46.2% | 515 | $18K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Reduce -51.0% | 423 | $15K |
| Los Angeles Capital Management LLC | 0.00% | No change | 410 | $14K |
| Global Retirement Partners, LLC | 0.00% | — | 406 | $14K |
| Allworth Financial LP | 0.00% | Add +44.5% | 393 | $14K |
| Signaturefd, LLC | 0.00% | Add +12.8% | 335 | $12K |
| US Bancorp \de | 0.00% | Reduce -32.2% | 305 | $11K |
| Optiver Holding B.V. | 0.00% | Add +243.9% | 282 | $10K |
| SouthState Bank Corp | 0.00% | No change | 278 | $10K |
| Bessemer Group Inc. | 0.00% | No change | 256 | $9K |
| Huntington National Bank | 0.00% | New | 242 | $9K |
| Smartleaf Asset Management LLC | 0.00% | No change | 213 | $7K |
| Rothschild Investment LLC | 0.00% | Add +27.9% | 188 | $7K |
| Essential Partners LLC | 0.00% | Add +8.6% | 165 | $6K |
| IFP Advisors, Inc | 0.00% | Add +37.5% | 132 | $5K |
| Parkside Financial Bank & Trust | 0.00% | No change | 107 | $4K |
| Physician Wealth Advisors, Inc. | 0.00% | Reduce -16.4% | 92 | $3K |
| Aster Capital Management (DIFC) Ltd | 0.00% | New | 92 | $3K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +65.1% | 71 | $2K |
| Bellevue Asset Management, LLC | 0.00% | New | 62 | $2K |
| Salomon & Ludwin, LLC | 0.00% | No change | 61 | $2K |
| Kilter Group LLC | 0.00% | Reduce -7.8% | 59 | $2K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -8.1% | 57 | $2K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 52 | $2K |
| UMB Bank, n.a. | 0.00% | No change | 47 | $2K |
| Bare Financial Services, Inc | 0.00% | No change | 42 | $1K |
| Basecamp Wealth Advisors LLC | 0.00% | Add +22.2% | 33 | $1K |
| Parallel Advisors, LLC | 0.00% | Reduce -43.1% | 33 | $1K |
| Covestor Ltd | 0.00% | Add +128.6% | 16 | $1K |
| Keating Financial Advisory Services, Inc. | 0.00% | No change | 22 | $774 |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 18 | $633 |
| True Wealth Design, LLC | 0.00% | Reduce -15.0% | 17 | $599 |
| SJS Investment Consulting Inc. | 0.00% | New | 16 | $564 |
| Financial Consulate, Inc. | 0.00% | No change | 15 | $528 |
| Silver Grove Financial Group, Inc. | 0.00% | New | 12 | $422 |
| Harbour Investments, Inc. | 0.00% | No change | 8 | $282 |
| Clearstead Advisors, LLC | 0.00% | New | 7 | $247 |
| Caitong International Asset Management Co., Ltd | 0.00% | No change | 3 | $106 |
| Davis Capital Management | 0.00% | New | 2 | $70 |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 1 | $35 |
| Hughes Financial Services, LLC | 0.00% | New | 1 | $35 |
| Avion Wealth | 0.00% | No change | 18 | $0 |
"% of holder's portfolio" is SBSI's weight in each manager's 13F, not the share of Southside Bancshares Inc. the manager owns.