Southside Bancshares Ownership | Who Owns Southside Bancshares?

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Southside Bancshares Ownership Summary

Southside Bancshares is owned by 13.44% institutional investors, 5.49% insiders, and 81.07% 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	13.44%	5.49%	81.07%
Sector	Financial Services Stocks	36.95%	15.48%	47.58%
Industry	Regional Banks Stocks	38.26%	12.54%	49.20%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	4.35M	14.37%	$120.09M
Blackrock funding, inc. /de	4.12M	13.63%	$116.43M
Vanguard group	2.00M	6.62%	$56.51M
Dimensional fund advisors lp	1.38M	4.57%	$39.06M
State street	1.30M	4.30%	$36.75M
Geode capital management	689.29K	2.28%	$19.47M
Renaissance	506.88K	1.68%	$14.32M
Ubs group	387.52K	1.28%	$10.95M
Charles schwab investment management	368.62K	1.22%	$10.41M
American century companies	353.69K	1.17%	$9.99M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Kestrel investment management	71.90K	1.15%	$2.03M
Third avenue management	209.43K	1.09%	$5.83M
Solutions 4 wealth	24.24K	1.06%	$684.84K
Pingora partners	53.84K	1.01%	$1.52M
Bayview asset management	57.50K	0.40%	$1.62M
Rahlfs capital	9.42K	0.21%	$266.20K
Gibson wealth advisors	9.86K	0.20%	$278.43K
Lion street advisors	10.28K	0.15%	$424.63K
Polaris capital management	61.50K	0.11%	$1.74M
Entrypoint capital	8.44K	0.09%	$238.29K

Top Buyers

Holder	Shares	% Assets	Change
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
Charles schwab investment management	368.62K	0.00%	40.52K
Qube research	36.96K	0.00%	36.96K

Top Sellers

Holder	Shares	% Assets	Change
Blackrock funding, inc. /de	4.12M	0.00%	-156.34K
Townsquare capital	-	-	-101.38K
Renaissance	506.88K	0.02%	-67.70K
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
Quantinno capital management lp	18.37K	0.00%	18.37K	$518.90K
Man group	13.29K	0.00%	13.29K	$375.53K
Brevan howard capital management lp	7.90K	0.00%	7.90K	$223.18K

Sold Out

Holder	Change
Mendota financial group	-2.00
Ifp advisors	-4.00
Annis gardner whiting capital advisors	-5.00
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 %
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%
Sep 30, 2024	164	9.33%	16,921,946	1.91%	55	1.86%	72	-8.86%	59	34.09%

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
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
Nov 06, 2024	GIBSON LEE R	CHIEF EXECUTIVE OFFICER	Sell	$121.24K

Insider Transactions Trends

Date	Buy	Sell
2025 Q4	1	-
2025 Q3	-	-
2025 Q2	1	-
2025 Q1	-	-
2024 Q4	-	4

SBSI Ownership FAQ

Who Owns Southside Bancshares?

Southside Bancshares shareholders are primarily institutional investors at 13.44%, followed by 5.49% insiders and 81.07% retail investors. The average institutional ownership in Southside Bancshares's industry, Regional Banks Stocks, is 38.26%, which Southside Bancshares falls below.

Who owns the most shares of Southside Bancshares?

Southside Bancshares’s largest shareholders are Blackrock (4.35M shares, 14.37%), Blackrock funding, inc. /de (4.12M shares, 13.63%), and Vanguard group (2M shares, 6.62%). Together, they hold 34.62% of Southside Bancshares’s total shares outstanding.

Does Blackrock own Southside Bancshares?

Yes, BlackRock owns 14.37% of Southside Bancshares, totaling 4.35M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 120.09M$. In the last quarter, BlackRock decreased its holdings by -33.644K shares, a -0.77% change.

Who is Southside Bancshares’s biggest shareholder by percentage of total assets invested?

Kestrel investment management is Southside Bancshares’s biggest shareholder by percentage of total assets invested, with 1.15% of its assets in 71.9K Southside Bancshares shares, valued at 2.03M$.

Who is the top mutual fund holder of Southside Bancshares shares?

iShares Core S&P Small-Cap ETF is the top mutual fund holder of Southside Bancshares shares, with 5.59% of its total shares outstanding invested in 1.68M Southside Bancshares shares.

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