Southside Bancshares Ownership | Who Owns Southside Bancshares?
Southside Bancshares Ownership Summary
Southside Bancshares is owned by 58.51% institutional investors, 4.64% insiders, and 36.86% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 14.36% of SBSI shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 5.65% of its assets in Southside Bancshares shares.
SBSI Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Southside Bancshares | 58.51% | 4.64% | 36.86% |
| Industry | Regional Banks Stocks | 56.79% | 12.57% | 30.64% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 4.27M | 14.36% | $150.31M |
| Dimensional fund advisors lp | 1.41M | 4.73% | $49.51M |
| State street | 1.33M | 4.47% | $46.74M |
| Vanguard capital management | 1.25M | 4.20% | $43.92M |
| Geode capital management | 737.96K | 2.48% | $25.97M |
| Renaissance | 419.15K | 1.41% | $14.75M |
| Charles schwab investment management | 360.38K | 1.21% | $12.68M |
| Sixth street partners management company | 360.38K | 1.21% | $12.68M |
| Two sigma investments, lp | 348.46K | 1.17% | $12.26M |
| Northern trust | 342.76K | 1.15% | $12.06M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Kestrel investment management | 69.00K | 1.32% | $2.43M |
| Pingora partners | 58.38K | 1.20% | $2.05M |
| Solutions 4 wealth | 24.24K | 1.10% | $853.08K |
| Third avenue management | 116.88K | 0.66% | $4.11M |
| Polaris capital management | 70.16K | 0.23% | $2.47M |
| Gibson wealth advisors | 9.86K | 0.22% | $346.83K |
| Bayview asset management | 15.00K | 0.11% | $527.85K |
| Bridgeway capital management | 151.66K | 0.09% | $5.34M |
| Bill few associates | 10.44K | 0.08% | $367.52K |
| Campbell & co investment adviser | 40.98K | 0.08% | $1.44M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Sixth street partners management company | 360.38K | 0.00% | 360.38K |
| Mackenzie financial | 147.70K | 0.01% | 74.97K |
| Blackrock funding, inc. /de | 4.27M | 0.00% | 69.75K |
| Aqr capital management | 188.63K | 0.00% | 35.45K |
| State street | 1.33M | 0.00% | 34.56K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Proshare advisors | - | - | -207.36K |
| Goldman sachs group | 255.21K | 0.00% | -100.19K |
| Morgan stanley | 229.98K | 0.00% | -54.91K |
| Jane street group | - | - | -47.30K |
| Two sigma investments, lp | 348.46K | 0.01% | -46.36K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Sixth street partners management company | 360.38K | 0.00% | 360.38K | $12.68M |
| Y-intercept (hong kong) | 21.27K | 0.01% | 21.27K | $748.53K |
| Ameritas advisory services | 9.19K | 0.01% | 9.19K | $323.25K |
| Xtx topco | 9.09K | 0.00% | 9.09K | $319.95K |
| Steward partners investment advisory | 8.77K | 0.00% | 8.77K | $308.63K |
Sold Out
| Holder | Change |
|---|---|
| Twin peaks wealth advisors | -23.00 |
| Root financial partners | -34.00 |
| Mai capital management | -70.00 |
| Quadrant capital group | -2.74K |
| Advisory services network | -4.63K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 196 | 7.10% | 17,396,614 | 2.03% | 58 | 1.83% | 107 | 24.42% | 53 | -13.11% |
| Mar 31, 2026 | 183 | 2.23% | 17,050,482 | -0.47% | 56 | 1.72% | 86 | -4.44% | 61 | -8.96% |
| Dec 31, 2025 | 179 | 2.87% | 17,130,498 | -0.98% | 57 | 1.75% | 90 | -1.10% | 67 | 17.54% |
| Sep 30, 2025 | 174 | -0.57% | 17,299,854 | 0.48% | 57 | 1.76% | 91 | -3.19% | 57 | 9.62% |
| Jun 30, 2025 | 175 | 1.16% | 17,217,965 | -1.15% | 56 | 1.73% | 94 | 22.08% | 52 | -20.00% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 1.68M | 5.65% | -2.61K |
| Vanguard MStar Total Stk Mkt Idx Invest | 897.06K | 3.01% | - |
| Vanguard Morn Total Stk Mkt Idx Investor | 897.06K | 3.01% | - |
| iShares Russell 2000 ETF | 771.87K | 2.59% | 6.58K |
| Vanguard Institutional Extnd Mkt Idx Tr | 323.92K | 1.09% | 893.00 |
| Fidelity Small Cap Index | 323.06K | 1.08% | 3.04K |
| State Street SPDR Port S&P 600 Sm CpETF | 261.03K | 0.88% | 176.00 |
| iShares S&P Small-Cap 600 Value ETF | 239.40K | 0.80% | - |
| iShares Russell 2000 Value ETF | 239.03K | 0.80% | - |
| Avantis US Small Cap Value ETF | 227.88K | 0.76% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Sep 11, 2026 | Craddock John Mitchell Jr. | Chief Operating Officer | Sell | $13.28K |
| Jun 09, 2026 | Craddock John Mitchell Jr. | Chief Operating Officer | Sell | $16.22K |
| 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 |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q3 | - | 1 |
| 2026 Q2 | - | 1 |
| 2026 Q1 | 1 | - |
| 2025 Q4 | 1 | - |
| 2025 Q3 | - | - |
SBSI Ownership FAQ
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