New Positions
27 managers initiated
Top five by reported value
Southside Bancshares Inc NEW YORK STOCK EXCHANGE, INC.:SBSI
Institutional holders, quarter-over-quarter share deltas, and new and closed positions disclosed in Form 13F. Period 2025-12-31 · prior 2025-09-30.
27 new63 added88 reduced22 exited
Total Institutional Holders
178
as of 2025-12-31
Top Holder
BlackRock, Inc.
$129.9M
Largest QoQ Increase
BlackRock, Inc.
+153,386 sh
Largest QoQ Decrease
Royal Bank of Canada
-271,568 sh
New Positions(27)
Added To(63)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| BlackRock, Inc. | 4,274,732 | +153,386 | $129.9M | +$13.5M | 3.7% |
| VANGUARD GROUP INC | 2,031,944 | +31,575 | $61.8M | +$5.2M | 1.6% |
| STATE STREET CORP | 1,308,609 | +7,706 | $39.8M | +$3.0M | 0.6% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 405,877 | +37,253 | $12.3M | +$1.9M | 10.1% |
| GOLDMAN SACHS GROUP INC | 351,713 | +36,675 | $10.7M | +$1.8M | 11.6% |
| Creative Planning | 66,714 | +54,156 | $2.0M | +$1.7M | 431.2% |
| CITADEL ADVISORS LLC | 116,421 | +27,577 | $3.5M | +$1.0M | 31.0% |
| BAYVIEW ASSET MANAGEMENT, LLC | 85,457 | +27,957 | $2.6M | +$972.7K | 48.6% |
| BANK OF AMERICA CORP /DE/ | 118,065 | +22,780 | $3.6M | +$896.2K | 23.9% |
| TWO SIGMA ADVISERS, LP | 244,300 | +12,800 | $7.4M | +$884.4K | 5.5% |
| MORGAN STANLEY | 263,365 | +10,913 | $8.0M | +$871.9K | 4.3% |
| Campbell & CO Investment Adviser LLC | 47,590 | +23,582 | $1.4M | +$768.0K | 98.2% |
| TWO SIGMA INVESTMENTS, LP | 164,347 | +11,744 | $5.0M | +$683.5K | 7.7% |
| BARCLAYS PLC | 63,051 | +20,853 | $1.9M | +$663.5K | 49.4% |
| MACKENZIE FINANCIAL CORP | 64,678 | +17,288 | $2.0M | +$655.2K | 36.5% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 61,367 | +17,264 | $1.9M | +$619.0K | 39.1% |
| ROYCE & ASSOCIATES LP | 50,658 | +14,257 | $1.5M | +$511.2K | 39.2% |
| Squarepoint Ops LLC | 51,157 | +13,467 | $1.6M | +$489.9K | 35.7% |
| PINNACLE ASSOCIATES LTD | 35,106 | +12,512 | $1.1M | +$428.6K | 55.4% |
| Pingora Partners LLC | 61,745 | +7,900 | $1.9M | +$355.3K | 14.7% |
| UBS ASSET MANAGEMENT AMERICAS INC | 63,094 | +4,603 | $1.9M | +$265.1K | 7.9% |
| Empowered Funds, LLC | 30,867 | +6,264 | $938.0K | +$243.0K | 25.5% |
| WELLS FARGO & COMPANY/MN | 63,506 | +2,413 | $1.9M | +$204.1K | 3.9% |
| State of Tennessee, Treasury Department | 11,319 | +3,950 | $364.4K | +$156.2K | 53.6% |
| Polaris Capital Management, LLC | 62,227 | +727 | $1.9M | +$153.7K | 1.2% |
| Larson Financial Group LLC | 5,078 | +5,004 | $154.3K | +$152.2K | 6762.2% |
| Quantinno Capital Management LP | 21,569 | +3,201 | $655.5K | +$136.6K | 17.4% |
| DEUTSCHE BANK AG\ | 25,984 | +1,641 | $789.7K | +$102.0K | 6.7% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,091 | +2,677 | $306.7K | +$97.2K | 36.1% |
| CAPTRUST FINANCIAL ADVISORS | 36,404 | +640 | $1.1M | +$96.0K | 1.8% |
| WEDGE CAPITAL MANAGEMENT L L P/NC | 28,278 | +1,194 | $859.4K | +$94.2K | 4.4% |
| QUADRANT CAPITAL GROUP LLC | 2,738 | +2,681 | $83.2K | +$81.6K | 4703.5% |
| IEQ CAPITAL, LLC | 16,265 | +1,521 | $494.3K | +$77.8K | 10.3% |
| RMB Capital Management, LLC | 8,311 | +871 | $252.6K | +$42.4K | 11.7% |
| HighTower Advisors, LLC | 13,882 | +94 | $421.9K | +$32.4K | 0.7% |
| KLP KAPITALFORVALTNING AS | 6,100 | +500 | $185.4K | +$27.2K | 8.9% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 8,737 | +191 | $265.5K | +$24.1K | 2.2% |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 9,412 | +8 | $286.0K | +$20.4K | 0.1% |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 6,510 | +100 | $197.8K | +$16.8K | 1.6% |
| Tower Research Capital LLC (TRC) | 1,225 | +462 | $37.2K | +$15.7K | 60.5% |
| GAMMA Investing LLC | 1,809 | +380 | $55.0K | +$14.6K | 26.6% |
| FMR LLC | 3,157 | +220 | $96.0K | +$13.0K | 7.5% |
| Rockefeller Capital Management L.P. | 439 | +422 | $13.3K | +$12.9K | 2482.3% |
| US BANCORP \DE\ | 459 | +283 | $13.9K | +$9.0K | 160.8% |
| Farther Finance Advisors, LLC | 1,652 | +184 | $50.2K | +$8.7K | 12.5% |
| UMA Financial Services, Inc. | 153 | +137 | $4.7K | +$4.2K | 856.3% |
| Smartleaf Asset Management LLC | 192 | +121 | $5.9K | +$3.9K | 170.4% |
| MEEDER ASSET MANAGEMENT INC | 539 | +39 | $16.4K | +$2.3K | 7.8% |
| JONES FINANCIAL COMPANIES LLLP | 1,570 | +2 | $47.7K | +$2.2K | 0.1% |
| Cedar Mountain Advisors, LLC | 52 | +47 | $1.6K | +$1.4K | 940.0% |
| ROTHSCHILD INVESTMENT LLC | 112 | +37 | $3.4K | +$1.3K | 49.3% |
| UMB Bank, n.a. | 37 | +26 | $1.1K | +$813 | 236.4% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 49,926 | +10,238 | $1.5K | +$396 | 25.8% |
| SBI Securities Co., Ltd. | 64 | +6 | $1.9K | +$306 | 10.3% |
| FIFTH THIRD BANCORP | 46 | +4 | $1.4K | +$211 | 9.5% |
| SG Americas Securities, LLC | 12,825 | +2,731 | $390 | +$105 | 27.1% |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | 26,985 | +42 | $820 | +$58 | 0.1% |
| CWM, LLC | 7,382 | +1,306 | $224 | +$52 | 21.5% |
| State of Alaska, Department of Revenue | 15,601 | +162 | $473 | +$38 | 1.0% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 496 | +119 | $15 | +$4 | 31.6% |
| BESSEMER GROUP INC | 256 | +90 | $8 | +$3 | 54.2% |
| Covestor Ltd | 6 | +1 | $0 | $0 | 20.0% |
| Avion Wealth | 18 | +1 | $0 | $0 | 5.9% |
Reduced(88)
Sold Out(22)
Top Holders by reported value
Ranked by the dollar value reported on the latest Form 13F. Share counts reflect long positions as of 2025-12-31.
| Manager | Shares | $ Value | Δ Shares | QoQ % |
|---|---|---|---|---|
| BlackRock, Inc. | 4,274,732 | $129.9M | +153,386 | 3.7% |
| VANGUARD GROUP INC | 2,031,944 | $61.8M | +31,575 | 1.6% |
| DIMENSIONAL FUND ADVISORS LP | 1,377,249 | $41.9M | -5,274 | -0.4% |
| STATE STREET CORP | 1,308,609 | $39.8M | +7,706 | 0.6% |
| GEODE CAPITAL MANAGEMENT, LLC | 686,101 | $20.9M | -3,187 | -0.5% |
| RENAISSANCE TECHNOLOGIES LLC | 460,446 | $14.0M | -46,439 | -9.2% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 405,877 | $12.3M | +37,253 | 10.1% |
| GOLDMAN SACHS GROUP INC | 351,713 | $10.7M | +36,675 | 11.6% |
| AMERICAN CENTURY COMPANIES INC | 348,665 | $10.6M | -5,026 | -1.4% |
| NORTHERN TRUST CORP | 310,854 | $9.4M | -16,383 | -5.0% |
| Royal Bank of Canada | 266,540 | $8.1M | -271,568 | -50.5% |
| MORGAN STANLEY | 263,365 | $8.0M | +10,913 | 4.3% |
| Invesco Ltd. | 259,897 | $7.9M | -14,559 | -5.3% |
| JPMORGAN CHASE & CO | 258,978 | $7.9M | -43,649 | -14.4% |
| Bank of New York Mellon Corp | 253,314 | $7.7M | -27,727 | -9.9% |
| TWO SIGMA ADVISERS, LP | 244,300 | $7.4M | +12,800 | 5.5% |
| ProShare Advisors LLC | 199,506 | $6.1M | -6,559 | -3.2% |
| UBS Group AG | 195,369 | $5.9M | -192,156 | -49.6% |
| TWO SIGMA INVESTMENTS, LP | 164,347 | $5.0M | +11,744 | 7.7% |
| MILLENNIUM MANAGEMENT LLC | 146,796 | $4.5M | -104,633 | -41.6% |
New & Closed Positions this quarter
Closed Positions
22 managers exited
Top five by prior-quarter value
Methodology
Form 13F is the SEC's quarterly disclosure for institutional investment managers exercising discretion over $100 million or more in qualifying U.S. equity securities. Managers must file within 45 days of each calendar quarter end, which is why holdings shown here reflect a snapshot at the period date — not real-time positioning.
Quarter-over-quarter deltas compare each manager's most recently reported share count for SBSI against its prior-quarter count. New positions are entries where the prior count was zero; closed positions are entries where the current count is zero. Amendments (13F-HR/A) replace prior filings for the same period.
Source: SEC EDGAR Form 13F (XML information tables). Dollar values are as reported by the manager and may use mid-quarter pricing conventions. CUSIP-to-ticker resolution is best-effort.