Southside Bancshares Ownership | Who Owns Southside Bancshares?
Southside Bancshares Ownership Summary
Southside Bancshares is owned by 55.87% institutional investors, 5.40% insiders, and 38.72% 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 5.95% of its assets in Southside Bancshares shares.
SBSI Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Southside Bancshares | 55.87% | 5.40% | 38.72% |
| Sector | Financial Services Stocks | 49.66% | 13.98% | 36.36% |
| Industry | Regional Banks Stocks | 51.67% | 12.06% | 36.27% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 4.35M | 14.37% | $120.09M |
| Vanguard group | 2.00M | 6.61% | $55.24M |
| State street | 1.28M | 4.24% | $35.41M |
| Dimensional fund advisors lp | 1.17M | 3.86% | $32.22M |
| Geode capital management | 668.57K | 2.21% | $18.46M |
| Renaissance | 603.28K | 1.99% | $16.66M |
| Goldman sachs group | 359.74K | 1.19% | $9.93M |
| Charles schwab investment management | 357.52K | 1.18% | $9.87M |
| Bank of new york mellon | 320.66K | 1.06% | $8.85M |
| Morgan stanley | 308.98K | 1.02% | $8.53M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Solutions 4 wealth | 24.24K | 1.52% | $669.32K |
| Kestrel investment management | 69.60K | 1.27% | $1.92M |
| Third avenue management | 209.43K | 0.99% | $5.78M |
| Gibson wealth advisors | 9.86K | 0.25% | $272.12K |
| Lion street advisors | 9.85K | 0.10% | $272.02K |
| Quest partners | 23.83K | 0.09% | $657.84K |
| Bridgeway capital management | 100.00K | 0.06% | $2.76M |
| Polaris capital management | 43.20K | 0.06% | $1.19M |
| Occudo quantitative strategies lp | 12.93K | 0.06% | $356.94K |
| Nfj investment group | 62.20K | 0.05% | $1.72M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Aqr capital management | 238.09K | 0.01% | 116.47K |
| Deutsche bank ag\ | 119.40K | 0.00% | 103.77K |
| Nfj investment group | 62.20K | 0.05% | 62.20K |
| D. e. shaw | 80.67K | 0.00% | 43.24K |
| Two sigma advisers, lp | 131.40K | 0.01% | 42.70K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Millennium management | 105.82K | 0.00% | -132.43K |
| Arrowstreet capital, limited partnership | 16.15K | 0.00% | -60.98K |
| Hamilton point investment advisors | - | - | -57.37K |
| State street | 1.28M | 0.00% | -55.13K |
| Chatham capital group | - | - | -49.56K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Nfj investment group | 62.20K | 0.05% | 62.20K | $1.72M |
| Marshall wace, llp | 40.17K | 0.00% | 40.17K | $1.11M |
| Corebridge financial | 16.66K | 0.00% | 16.66K | $460.04K |
| Mirae asset global etfs | 14.64K | 0.00% | 14.64K | $404.29K |
| Srs capital advisors | 337.00 | 0.00% | 337.00 | $9.30K |
Sold Out
| Holder | Change |
|---|---|
| Parkside financial bank & trust | -6.00 |
| Nelson, van denburg & campbell wealth management group | -8.00 |
| Parallel advisors | -40.00 |
| Private wealth management group | -60.00 |
| Massmutual trust co fsb/adv | -66.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Dec 31, 2023 | 150 | -4.46% | 16,820,425 | -1.46% | 54 | 1.75% | 57 | -3.39% | 66 | -4.35% |
| Sep 30, 2023 | 157 | 1.95% | 17,070,015 | -2.57% | 55 | 1.72% | 59 | -19.18% | 69 | 25.45% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 1.80M | 5.95% | - |
| Vanguard Total Stock Mkt Idx Inv | 915.63K | 3.02% | 1.35K |
| iShares Russell 2000 ETF | 800.83K | 2.64% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 413.42K | 1.36% | -1.45K |
| Fidelity Small Cap Index | 290.49K | 0.96% | -2.37K |
| iShares Russell 2000 Value ETF | 275.69K | 0.91% | - |
| SPDR® Portfolio S&P 600™ Sm Cap ETF | 259.90K | 0.86% | 192.00 |
| ProShares Russell 2000 Dividend Growers | 212.72K | 0.70% | - |
| DFA US Targeted Value I | 209.56K | 0.69% | 2.13K |
| Third Avenue Small Cap Value Composite | 209.43K | 0.69% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 25, 2024 | MCCABE BRIAN K | COO | Sell | $171.21K |
| Nov 25, 2024 | MCCABE BRIAN K | COO | Sell | $246.28K |
| Nov 06, 2024 | GIBSON LEE R | CHIEF EXECUTIVE OFFICER | Sell | $121.24K |
| Nov 06, 2024 | DAVIS SUNI M | CHIEF RISK OFFICER | Sell | $79.92K |
| Aug 23, 2024 | Arnold T L Jr | CCO | Sell | $157.32K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | 4 |
| 2024 Q3 | - | 4 |
| 2024 Q2 | - | - |
| 2024 Q1 | 1 | 1 |
| 2023 Q4 | 2 | 1 |
SBSI Ownership FAQ
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