Southside Bancshares Ownership | Who Owns Southside Bancshares?
Southside Bancshares Ownership Summary
Southside Bancshares is owned by 17.31% institutional investors, 4.59% insiders, and 78.10% retail investors. Blackrock is the largest institutional shareholder, holding 14.37% of SBSI shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 5.73% of its assets in Southside Bancshares shares.
SBSI Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Southside Bancshares | 17.31% | 4.59% | 78.10% |
| Sector | Financial Services Stocks | 37.04% | 15.58% | 47.38% |
| Industry | Regional Banks Stocks | 38.40% | 12.62% | 48.98% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 4.35M | 14.37% | $120.09M |
| Blackrock funding, inc. /de | 4.20M | 13.94% | $130.62M |
| Vanguard group | 2.03M | 6.80% | $61.75M |
| Dimensional fund advisors lp | 1.38M | 4.59% | $43.05M |
| State street | 1.29M | 4.29% | $40.22M |
| Geode capital management | 721.41K | 2.39% | $22.43M |
| Renaissance | 440.15K | 1.46% | $13.68M |
| Two sigma investments, lp | 394.82K | 1.31% | $12.27M |
| Charles schwab investment management | 389.87K | 1.29% | $12.12M |
| Goldman sachs group | 355.40K | 1.18% | $11.05M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Kestrel investment management | 69.00K | 1.28% | $2.15M |
| Pingora partners | 61.74K | 1.14% | $1.92M |
| Solutions 4 wealth | 24.24K | 1.13% | $753.68K |
| Third avenue management | 116.88K | 0.59% | $3.63M |
| Gibson wealth advisors | 9.86K | 0.21% | $306.42K |
| Bayview asset management | 15.00K | 0.18% | $466.35K |
| Polaris capital management | 62.94K | 0.16% | $1.96M |
| Lion street advisors | 10.28K | 0.15% | $424.63K |
| Bridgeway capital management | 144.10K | 0.09% | $4.48M |
| Bill few associates | 9.37K | 0.07% | $291.30K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Two sigma investments, lp | 394.82K | 0.01% | 230.47K |
| Hotchkis & wiley capital management | 204.75K | 0.02% | 204.75K |
| Vanguard fiduciary trust | 178.76K | 0.00% | 178.76K |
| Bridgeway capital management | 144.10K | 0.09% | 82.73K |
| Empowered funds | 100.30K | 0.02% | 69.43K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Ubs group | 91.39K | 0.00% | -103.98K |
| Townsquare capital | - | - | -101.38K |
| Millennium management | 58.04K | 0.00% | -88.75K |
| Jpmorgan chase | 177.26K | 0.00% | -81.72K |
| Blackrock funding, inc. /de | 4.20M | 0.00% | -73.24K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Hotchkis & wiley capital management | 204.75K | 0.02% | 204.75K | $6.37M |
| Vanguard fiduciary trust | 178.76K | 0.00% | 178.76K | $5.56M |
| Vanguard global advisers | 20.65K | 0.00% | 20.65K | $642.01K |
| Sei investments | 20.60K | 0.00% | 20.60K | $640.38K |
| Franklin resources | 18.35K | 0.00% | 18.35K | $570.63K |
Sold Out
| Holder | Change |
|---|---|
| Mendota financial group | -2.00 |
| Annis gardner whiting capital advisors | -5.00 |
| Nelson, van denburg & campbell wealth management group | -8.00 |
| Stephens consulting | -15.00 |
| Hwg lp | -16.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 88 | -50.56% | 5,216,494 | -69.55% | 17 | 0.53% | 34 | -62.22% | 30 | -54.55% |
| Dec 31, 2025 | 55 | -68.21% | 3,151,850 | -81.78% | 10 | 0.32% | 27 | -70.00% | 20 | -64.91% |
| Sep 30, 2025 | 69 | -60.12% | 4,064,453 | -76.38% | 13 | 0.41% | 33 | -64.13% | 23 | -55.77% |
| Jun 30, 2025 | 171 | -0.58% | 17,169,716 | -1.25% | 56 | 1.74% | 92 | 19.48% | 50 | -21.88% |
| Mar 31, 2025 | 170 | 6.92% | 17,373,614 | 0.11% | 57 | 1.74% | 76 | 15.15% | 63 | 14.55% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 1.70M | 5.73% | 444.00 |
| Vanguard Total Stock Mkt Idx Inv | 897.06K | 3.02% | - |
| Vanguard US Total Market Shares ETF | 914.27K | 3.01% | - |
| iShares Russell 2000 ETF | 678.64K | 2.28% | 5.73K |
| Vanguard Institutional Extnd Mkt Idx Tr | 315.06K | 1.06% | 4.70K |
| Fidelity Small Cap Index | 286.04K | 0.96% | 2.54K |
| iShares S&P Small-Cap 600 Value ETF | 260.82K | 0.88% | -524.00 |
| State Street SPDR Port S&P 600 Sm CpETF | 259.20K | 0.87% | 88.00 |
| SPDR® Portfolio S&P 600™ Sm Cap ETF | 248.50K | 0.83% | 3.04K |
| iShares Russell 2000 Value ETF | 245.11K | 0.82% | 1.32K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Feb 03, 2026 | Calhoun Kirk A. | - | Buy | $9.95K |
| Dec 04, 2025 | BUIE HERBERT C | - | Buy | $55.44K |
| May 23, 2025 | Calhoun Kirk A. | - | Buy | $8.40K |
| Nov 25, 2024 | MCCABE BRIAN K | COO | Sell | $246.28K |
| Nov 25, 2024 | MCCABE BRIAN K | COO | Sell | $171.21K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q1 | 1 | - |
| 2025 Q4 | 1 | - |
| 2025 Q3 | - | - |
| 2025 Q2 | 1 | - |
| 2025 Q1 | - | - |
SBSI Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools