Southside Bancshares Ownership | Who Owns Southside Bancshares?
Southside Bancshares Ownership Summary
Southside Bancshares is owned by 10.55% institutional investors, 5.56% insiders, and 83.89% 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 5.59% of its assets in Southside Bancshares shares.
SBSI Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Southside Bancshares | 10.55% | 5.56% | 83.89% |
| Sector | Financial Services Stocks | 32.01% | 15.42% | 52.57% |
| Industry | Regional Banks Stocks | 31.54% | 12.64% | 55.83% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 4.35M | 14.37% | $120.09M |
| Blackrock funding, inc. /de | 4.27M | 14.18% | $129.91M |
| Vanguard group | 2.03M | 6.80% | $61.75M |
| Dimensional fund advisors lp | 1.38M | 4.61% | $41.86M |
| State street | 1.30M | 4.30% | $36.75M |
| Geode capital management | 686.10K | 2.28% | $20.85M |
| Renaissance | 460.45K | 1.54% | $13.99M |
| Charles schwab investment management | 368.62K | 1.22% | $10.41M |
| American century companies | 353.69K | 1.17% | $9.99M |
| Goldman sachs group | 351.71K | 1.17% | $10.69M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Kestrel investment management | 69.50K | 1.20% | $2.11M |
| Solutions 4 wealth | 24.24K | 1.11% | $736.71K |
| Pingora partners | 53.84K | 1.01% | $1.52M |
| Third avenue management | 116.88K | 0.65% | $3.55M |
| Bayview asset management | 57.50K | 0.40% | $1.62M |
| Gibson wealth advisors | 9.86K | 0.21% | $299.52K |
| Polaris capital management | 62.23K | 0.16% | $1.89M |
| Lion street advisors | 10.28K | 0.15% | $424.63K |
| Entrypoint capital | 8.44K | 0.10% | $256.34K |
| Campbell & co investment adviser | 47.59K | 0.07% | $1.45M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock funding, inc. /de | 4.27M | 0.00% | 153.39K |
| Bayview asset management | 57.50K | 0.40% | 57.50K |
| Mackenzie financial | 47.39K | 0.00% | 47.39K |
| Two sigma advisers, lp | 231.50K | 0.01% | 45.10K |
| Universal- beteiligungs- und servicegesellschaft mbh | 40.79K | 0.00% | 40.79K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Ubs group | 195.37K | 0.00% | -192.16K |
| Townsquare capital | - | - | -101.38K |
| Third avenue management | 116.88K | 0.65% | -92.55K |
| Nfj investment group | - | - | -58.38K |
| Hamilton point investment advisors | - | - | -57.37K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Bayview asset management | 57.50K | 0.40% | 57.50K | $1.62M |
| Mackenzie financial | 47.39K | 0.00% | 47.39K | $1.34M |
| Universal- beteiligungs- und servicegesellschaft mbh | 40.79K | 0.00% | 40.79K | $1.26M |
| Quantinno capital management lp | 18.37K | 0.00% | 18.37K | $518.90K |
| Brandywine global investment management | 18.02K | 0.00% | 18.02K | $547.54K |
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 |
| Parkside financial bank & trust | -15.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Dec 31, 2024 | 149 | -9.70% | 15,901,379 | -6.11% | 52 | 1.68% | 61 | -16.44% | 54 | -8.47% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 1.68M | 5.59% | - |
| Vanguard US Total Market Shares ETF | 914.27K | 3.01% | - |
| Vanguard Total Stock Mkt Idx Inv | 899.79K | 2.99% | -19.95K |
| iShares Russell 2000 ETF | 733.22K | 2.44% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 299.56K | 1.00% | -130.90K |
| Fidelity Small Cap Index | 293.78K | 0.98% | -2.42K |
| iShares S&P Small-Cap 600 Value ETF | 264.09K | 0.88% | - |
| iShares Russell 2000 Value ETF | 251.69K | 0.84% | - |
| SPDR® Portfolio S&P 600™ Sm Cap ETF | 248.50K | 0.83% | 3.04K |
| Avantis US Small Cap Value ETF | 245.97K | 0.82% | - |
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
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