Southside Bancshares
SBSI • NASDAQ
Southside Bancshares is a banks - regional company in the financial services sector on NASDAQ, led by Lee R. Gibson, with a market cap of $961.8M. As of Q3 2025, 57% of shares are held by 172 institutional investors, with BlackRock, Inc. as the largest holder at 13.7%.
Chief Executive OfficerLee R. Gibson
Market Cap$961.8M
Banks - Regional
Financial Services
Employees815.0
Websitesouthside.com
Country
United States of America
Overview
Overview of institutional ownership in SBSI as of Q3 2025 with a market cap of $849.8M
All Institutions
- Institutions
- 172
- Value Held
- $488.5M
- Shares Held
- 17.3M
- Avg Position
- $2.8M
- Median Position
- $371.4K
Hedge Funds
- Hedge Funds
- 19
- Value Held
- $51.3M
- Shares Held
- 1.8M
- Avg Position
- $2.7M
- Median Position
- $1.1M
Ownership Breakdown
Based on market cap of $849.8M as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.
Biggest Investors
Institutions with the largest positions in SBSI as of Q3 2025
| Institution | Position Value |
|---|---|
B BlackRock, Inc. Institution | $116.4M 0.00% of portfolio |
 VANGUARD GROUP INC Institution | $56.5M 0.00% of portfolio |
 DIMENSIONAL FUND ADVISORS LP Long Only Manager | $39.1M 0.01% of portfolio |
 STATE STREET CORP Institution | $36.8M 0.00% of portfolio |
 GEODE CAPITAL MANAGEMENT LLC ETF Provider | $19.5M 0.00% of portfolio |
 RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant | $14.3M 0.02% of portfolio |
 UBS Group AG Institution | $10.9M 0.00% of portfolio |
 SCHWAB CHARLES INVESTMENT MANAGEMENT INC Long Only Manager | $10.4M 0.00% of portfolio |
A AMERICAN CENTURY COMPANIES INC Institution | $10.0M 0.01% of portfolio |
 NORTHERN TRUST CORP Institution | $9.2M 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for SBSI in Q3 2025
- Traded
- +$1.8M
- Buyers
- 89
- Sellers
- 81
- Total Bought
- +$24.4M
- Total Sold
- −$22.6M
- Avg Position
- $2.5M
Biggest Buyers
| Institution | Net Bought |
|---|---|
 MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy | +$5.6M +199.9K shares |
B Bayview Asset Management, LLC Hedge Fund•Multi-Strategy | +$1.6M +57.5K shares |
 MACKENZIE FINANCIAL CORP Long Only Manager | +$1.3M +47.4K shares |
 TWO SIGMA ADVISERS, LLC Hedge Fund•Multi-Strategy | +$1.3M +45.1K shares |
SCHWAB CHARLES INVESTMENT MANAGEMENT INC Long Only Manager | +$1.1M +40.5K shares |
Q Qube Research & Technologies Ltd Institution | +$1.0M +37.0K shares |
STATE STREET CORP Institution | +$1.0M +35.6K shares |
 AQR CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy | +$760.5K +26.9K shares |
 BANK OF AMERICA CORP /DE/ Institution | +$756.1K +26.8K shares |
S State of New Jersey Common Pension Fund D Institution | +$717.8K +25.4K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
B BlackRock, Inc. Institution | −$4.4M −156.3K shares |
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant | −$1.9M −67.7K shares |
 NFJ INVESTMENT GROUP, LLC Long Only Manager | −$1.7M −58.4K shares |
 UBS GLOBAL ASSET MANAGEMENT AMERICAS INC Long Only Manager | −$1.0M −35.4K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$970.5K −34.4K shares |
N Nuveen, LLC Institution | −$930.7K −32.9K shares |
X XTX Topco Ltd Institution | −$703.8K −23.9K shares |
 Enclave Advisors LLC RIA/Wealth | −$632.1K −21.5K shares |
 BARCLAYS PLC Institution | −$589.1K −20.9K shares |
B BRIDGEWAY CAPITAL MANAGEMENT INC Long Only Manager | −$562.1K −19.9K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited SBSI in Q3 2025
- New Positions
- 10
- New Value
- $3.8M
- Exited Positions
- 24
- Exited Value
- $6.7M
New Positions
| Institution | Position Value |
|---|---|
B Bayview Asset Management, LLC Hedge Fund•Multi-Strategy | $1.6M 57.5K shares |
MACKENZIE FINANCIAL CORP Long Only Manager | $1.3M 47.4K shares |
 Quantinno Capital Management LP Hedge Fund•Market Neutral | $518.9K 18.4K shares |
B Brevan Howard Capital Management LP Institution | $223.2K 7.9K shares |
 Pacifica Partners Inc. RIA/Wealth | $55.6K 2.0K shares |
A Atlantic Trust Group, LLC Institution | $44.7K 1.6K shares |
S Salomon & Ludwin, LLC Institution | $10.0K 355.0 shares |
O Optiver Holding B.V. Institution | $5.4K 192.0 shares |
 FINANCIAL CONSULATE, INC RIA/Wealth | $424.0 15.0 shares |
C Cedar Mountain Advisors, LLC RIA/Wealth | $141.0 5.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
NFJ INVESTMENT GROUP, LLC Long Only Manager | $1.7M 58.4K shares |
X XTX Topco Ltd Institution | $703.8K 23.9K shares |
Enclave Advisors LLC RIA/Wealth | $632.1K 21.5K shares |
D D. E. Shaw & Co., Inc. Institution | $473.3K 16.1K shares |
T TEXAS PERMANENT SCHOOL FUND Institution | $412.0K 14.0K shares |
A ALPS ADVISORS INC ETF Provider | $365.2K 12.4K shares |
 BALYASNY ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy | $283.9K 9.6K shares |
 Trexquant Investment LP Hedge Fund•Quant | $273.6K 9.3K shares |
 VICTORY CAPITAL MANAGEMENT INC Long Only Manager | $270.7K 9.2K shares |
M Maryland State Retirement & Pension System Institution | $244.4K 8.3K shares |
Options Activity
Institutions with the largest Call and Put options positions in SBSI as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with SBSI as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
B Bayview Asset Management, LLC Hedge Fund•Multi-Strategy | 1.23% $1.6M |
 KESTREL INVESTMENT MANAGEMENT CORP Hedge Fund•Event Driven | 1.14% $2.0M |
 THIRD AVENUE MANAGEMENT LLC Long Only Manager | 1.09% $5.8M |
 Solutions 4 Wealth, Ltd RIA/Wealth | 1.06% $684.8K |
P Pingora Partners LLC RIA/Wealth | 1.01% $1.5M |
 RAHLFS CAPITAL, LLC RIA/Wealth | 0.21% $266.2K |
 Gibson Wealth Advisors LLC RIA/Wealth | 0.20% $278.4K |
L Lion Street Advisors, LLC RIA/Wealth | 0.15% $424.6K |
Polaris Capital Management, Inc. Long Only Manager | 0.11% $1.7M |
E EntryPoint Capital, LLC Hedge Fund•Long/Short | 0.09% $238.3K |
Hedge Fund Spotlight
Discover hedge funds investing in SBSI
Aquatic Capital Management LLC
Hedge Fund • Quant
Portfolio ManagerJonathan Cullen Graham
- Portfolio Value
- $5.4B
- Positions
- 1,343
- Last Reported
- Q3 2025
Sector Allocation
Position in Southside Bancshares
- Market Value
- $318.9K
- Shares Held
- 11.3K
- Portfolio Weight
- 0.01%
- Owned Since
- 2023-Q2
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $82.0M | 1.52% | |
Software - Infrastructure Technology | $80.3M | 1.49% | |
Software - Infrastructure Technology | $79.3M | 1.47% |
