Southside Bancshares Ownership | Who Owns Southside Bancshares?
Southside Bancshares Ownership Summary
Southside Bancshares is owned by 57.17% institutional investors, 5.43% insiders, and 37.40% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 14.59% of SBSI shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 5.57% of its assets in Southside Bancshares shares.
SBSI Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Southside Bancshares | 57.17% | 5.43% | 37.40% |
| Sector | Financial Services Stocks | 71.97% | 15.45% | 12.58% |
| Industry | Regional Banks Stocks | 38.01% | 12.17% | 49.81% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 4.42M | 14.59% | $140.29M |
| Blackrock | 4.35M | 14.37% | $120.09M |
| Vanguard group | 1.97M | 6.51% | $62.60M |
| Dimensional fund advisors lp | 1.32M | 4.36% | $41.92M |
| State street | 1.28M | 4.24% | $35.41M |
| Geode capital management | 656.39K | 2.17% | $20.85M |
| Renaissance | 538.99K | 1.78% | $17.12M |
| Jpmorgan chase | 511.74K | 1.69% | $16.25M |
| Goldman sachs group | 341.69K | 1.13% | $10.85M |
| Ubs group | 311.69K | 1.03% | $9.90M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Solutions 4 wealth | 24.24K | 1.39% | $769.93K |
| Kestrel investment management | 75.10K | 1.32% | $2.38M |
| Third avenue management | 209.43K | 1.29% | $6.65M |
| Gibson wealth advisors | 9.86K | 0.26% | $313.03K |
| Lion street advisors | 9.85K | 0.10% | $312.90K |
| Polaris capital management | 61.50K | 0.09% | $1.95M |
| Bridgeway capital management | 107.51K | 0.08% | $3.41M |
| Nfj investment group | 58.74K | 0.06% | $1.87M |
| Jamison private wealth management | 9.57K | 0.04% | $303.96K |
| Inspire investing | 12.63K | 0.04% | $401.29K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Ubs group | 311.69K | 0.00% | 243.54K |
| Invesco | 292.68K | 0.00% | 170.69K |
| Jpmorgan chase | 511.74K | 0.00% | 126.59K |
| Dimensional fund advisors lp | 1.32M | 0.01% | 49.56K |
| Millennium management | 64.00K | 0.00% | 24.17K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Hamilton point investment advisors | - | - | -57.37K |
| State street | 1.28M | 0.00% | -55.13K |
| Arrowstreet capital, limited partnership | 93.15K | 0.00% | -54.96K |
| Jane street group | - | - | -53.57K |
| Chatham capital group | - | - | -49.56K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Wedge capital management l l p/nc | 21.19K | 0.01% | 21.19K | $673.06K |
| Raymond james financial | 10.61K | 0.00% | 10.61K | $336.81K |
| Verition fund management | 8.27K | 0.00% | 8.27K | $262.62K |
| Lazard asset management | 3.27K | 0.00% | 3.27K | $103.00K |
| Eversource wealth advisors | 20.00 | - | 20.00 | $635.00 |
Sold Out
| Holder | Change |
|---|---|
| Mendota financial group | -2.00 |
| Ifp advisors | -4.00 |
| Parkside financial bank & trust | -6.00 |
| Nelson, van denburg & campbell wealth management group | -8.00 |
| Massmutual trust co fsb/adv | -10.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2025 | 170 | 6.92% | 17,373,614 | 0.11% | 57 | 1.74% | 76 | 15.15% | 63 | 14.55% |
| Dec 31, 2024 | 149 | -9.70% | 15,901,379 | -6.11% | 52 | 1.68% | 61 | -16.44% | 54 | -8.47% |
| Sep 30, 2024 | 164 | 9.33% | 16,921,946 | 1.91% | 55 | 1.86% | 72 | -8.86% | 59 | 34.09% |
| Jun 30, 2024 | 148 | -7.50% | 16,601,645 | 0.27% | 54 | 1.83% | 77 | -4.94% | 44 | -10.20% |
| Mar 31, 2024 | 160 | 6.67% | 16,556,967 | -1.57% | 54 | 1.82% | 81 | 42.11% | 49 | -25.76% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 1.69M | 5.57% | 2.10K |
| Vanguard Total Stock Mkt Idx Inv | 919.75K | 3.02% | - |
| Vanguard US Total Market Shares ETF | 914.27K | 3.01% | - |
| iShares Russell 2000 ETF | 766.89K | 2.52% | 5.33K |
| Vanguard Institutional Extnd Mkt Idx Tr | 446.62K | 1.47% | 3.76K |
| Fidelity Small Cap Index | 293.24K | 0.96% | 1.94K |
| iShares S&P Small-Cap 600 Value ETF | 268.50K | 0.88% | - |
| iShares Russell 2000 Value ETF | 258.02K | 0.85% | 5.07K |
| Avantis US Small Cap Value ETF | 249.17K | 0.82% | - |
| SPDR® Portfolio S&P 600™ Sm Cap ETF | 247.04K | 0.81% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| 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 |
| Nov 06, 2024 | GIBSON LEE R | CHIEF EXECUTIVE OFFICER | Sell | $121.24K |
| Nov 06, 2024 | DAVIS SUNI M | CHIEF RISK OFFICER | Sell | $79.92K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q2 | 1 | - |
| 2025 Q1 | - | - |
| 2024 Q4 | - | 4 |
| 2024 Q3 | - | 4 |
| 2024 Q2 | - | - |
SBSI Ownership FAQ
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