Southside Bancshares, Inc. (SBSI) Ownership
SBSI ownership summary
as of October 18, 2026- Institutions
- 58.7% of shares outstanding
- Insiders
- 4.61% of shares outstanding
- Shares outstanding
- 29.8M
- Float
- 28.2M shares available to trade
- Short interest
- 4.02% 1.2M shares short
- Days to cover
- 7.19 short interest down 7.8% vs prior month
- Institutions 58.74%
- Insiders 4.61%
- Other investors 36.65%
SBSI top institutional holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | BlackRock Inc | 14.33% | 4.3M | $131.0M | +69,751 (+1.7%) | June 30, 2026 |
| 2 | Dimensional Fund Advisors, Inc. | 4.72% | 1.4M | $43.1M | +22,067 (+1.6%) | June 30, 2026 |
| 3 | State Street Corp | 4.46% | 1.3M | $40.7M | +34,564 (+2.7%) | June 30, 2026 |
| 4 | Vanguard Capital Management, LLC | 4.19% | 1.2M | $38.3M | +11,072 (+0.9%) | June 30, 2026 |
| 5 | Geode Capital Management, LLC | 2.48% | 738K | $22.6M | +16,543 (+2.3%) | June 30, 2026 |
| 6 | Vanguard Portfolio Management, LLC | 2.11% | 630K | $19.3M | +41,333 (+7.0%) | June 30, 2026 |
| 7 | Renaissance Technologies Corp | 1.41% | 419K | $12.9M | −21,000 (−4.8%) | June 30, 2026 |
| 8 | Charles Schwab Investment Management Inc | 1.21% | 360K | $11.0M | −29,482 (−7.6%) | June 30, 2026 |
| 9 | Two Sigma Investments LLC | 1.17% | 348K | $10.7M | −46,359 (−11.7%) | June 30, 2026 |
| 10 | Northern Trust Corp | 1.15% | 343K | $10.5M | +23,535 (+7.4%) | June 30, 2026 |
| 11 | American Century Companies Inc | 1.14% | 339K | $10.4M | −4,440 (−1.3%) | June 30, 2026 |
| 12 | Bank of New York Mellon Corp | 0.88% | 262K | $8.0M | +10,054 (+4.0%) | June 30, 2026 |
| 13 | Royal Bank of Canada | 0.86% | 257K | $7.9M | −3,748 (−1.4%) | June 30, 2026 |
| 14 | Amvescap Plc. | 0.86% | 256K | $7.9M | +2,521 (+1.0%) | June 30, 2026 |
| 15 | The Goldman Sachs Group Inc | 0.86% | 255K | $7.8M | −100,195 (−28.2%) | June 30, 2026 |
| 16 | Morgan Stanley - Brokerage Accounts | 0.77% | 230K | $7.1M | −54,909 (−19.3%) | June 30, 2026 |
| 17 | Hotchkis & Wiley Capital Management LLC | 0.69% | 206K | $6.3M | +1,400 (+0.7%) | June 30, 2026 |
| 18 | AQR Capital Management LLC | 0.63% | 189K | $5.8M | +35,446 (+23.1%) | June 30, 2026 |
| 19 | Vanguard Fiduciary Trust Co | 0.63% | 188K | $5.8M | +9,493 (+5.3%) | June 30, 2026 |
| 20 | JPMorgan Chase & Co | 0.55% | 163K | $5.0M | −14,674 (−8.3%) | June 30, 2026 |
Value at the latest close. Change = shares bought or sold in the latest quarterly filing (13F). In the top 20, 12 holders added 278K shares and 8 cut 275K.
SBSI top mutual fund and ETF holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 5.65% | 1.7M | $51.7M | +435 (+0.0%) | September 30, 2026 |
| 2 | Vanguard MStar Total Stk Mkt Idx Invest | 3.01% | 897K | $27.5M | — | August 31, 2026 |
| 3 | iShares Russell 2000 ETF | 2.56% | 763K | $23.4M | −8,768 (−1.1%) | September 30, 2026 |
| 4 | Fidelity Small Cap Index | 1.08% | 323K | $9.9M | +3,042 (+1.0%) | July 31, 2026 |
| 5 | State Street SPDR Port S&P 600 Sm CpETF | 0.88% | 261K | $8.0M | — | September 30, 2026 |
| 6 | iShares S&P Small-Cap 600 Value ETF | 0.80% | 239K | $7.3M | — | September 30, 2026 |
| 7 | iShares Russell 2000 Value ETF | 0.80% | 237K | $7.3M | +360 (+0.2%) | September 30, 2026 |
| 8 | Avantis US Small Cap Value ETF | 0.76% | 228K | $7.0M | — | September 30, 2026 |
| 9 | DFA US Targeted Value I | 0.70% | 210K | $6.4M | — | August 31, 2026 |
| 10 | State Street® SPDR® S&PRgnllBkgETF | 0.59% | 177K | $5.4M | +5,280 (+3.1%) | September 30, 2026 |
| 11 | Vanguard Tax-Managed Small Cap Adm | 0.59% | 176K | $5.4M | — | September 30, 2026 |
| 12 | Vanguard Russell 2000 ETF | 0.57% | 169K | $5.2M | +1,828 (+1.1%) | September 30, 2026 |
| 13 | Dimensional US Targeted Value ETF | 0.57% | 169K | $5.2M | +30 (+0.0%) | September 30, 2026 |
| 14 | DFA US Small Cap Value I | 0.55% | 163K | $5.0M | +13,645 (+9.1%) | August 31, 2026 |
| 15 | Schwab US Small-Cap ETF™ | 0.51% | 151K | $4.6M | +99 (+0.1%) | September 30, 2026 |
| 16 | State Street® SPDR® S&P 600™ Sm CpValETF | 0.50% | 149K | $4.6M | — | September 30, 2026 |
| 17 | Fidelity Extended Market Index | 0.48% | 142K | $4.3M | −762 (−0.5%) | August 31, 2026 |
| 18 | Dimensional US Small Cap Value ETF | 0.46% | 136K | $4.2M | +3,400 (+2.6%) | September 24, 2026 |
| 19 | DFA US Small Cap I | 0.45% | 133K | $4.1M | — | August 31, 2026 |
| 20 | Invesco S&P SmallCap Value with Momt ETF | 0.43% | 128K | $3.9M | −143 (−0.1%) | September 30, 2026 |
Funds report holdings monthly or quarterly; dates differ by fund.
SBSI insider transactions
latest 4| Date | Name | Transaction | Price | Shares | Value |
|---|---|---|---|---|---|
| 2025-12-04 | Herbert C Buie | Buy | $30.68 | 1,807 | $55,439 |
| 2025-06-17 | Lisa C. McClain | Sell | $27.71 | — | — |
| 2025-06-09 | Lisa C. McClain | Buy | $28.52 | — | — |
| 2025-05-23 | Kirk A Calhoun | Buy | $27.99 | 300 | $8,397 |
Reported trades by company officers, directors and other filers (including disclosures by members of Congress where EODHD lists them). "—" where the filing gives no share count.
SBSI shares outstanding
Year-end shares outstanding, adjusted for splits.
Who owns SBSI
Institutional investors own 58.7% of Southside Bancshares's shares and insiders 4.61%. The largest holder is BlackRock Inc with 14.33% of the shares (4.3M), as of June 30, 2026. Among the top 20 institutions, 12 added shares and 8 reduced their stake in the latest filings. Short interest is 4.02% of the float, or 7.19 days of average trading volume. The share count rose 34.1% since 2014.
Related: SBSI analyst forecast, SBSI key metrics, SBSI dividend history. See the SBSI stock overview for the latest quote and news.
SBSI ownership FAQ
Who owns the most Southside Bancshares stock?
The largest shareholders of Southside Bancshares are BlackRock Inc (14.33%), Dimensional Fund Advisors, Inc. (4.72%), State Street Corp (4.46%), Vanguard Capital Management, LLC (4.19%), Geode Capital Management, LLC (2.48%).
What percentage of Southside Bancshares is owned by institutions?
Institutions hold 58.7% of Southside Bancshares's shares outstanding; insiders hold 4.61%.
Which funds own Southside Bancshares?
The largest fund holders of Southside Bancshares are iShares Core S&P Small-Cap ETF (5.65%), Vanguard MStar Total Stk Mkt Idx Invest (3.01%), iShares Russell 2000 ETF (2.56%), Fidelity Small Cap Index (1.08%), State Street SPDR Port S&P 600 Sm CpETF (0.88%).
What is Southside Bancshares's short interest?
1.2M shares of Southside Bancshares were sold short, 4.02% of the float; at the average daily volume it would take 7.19 days to cover.
Are insiders buying or selling Southside Bancshares?
Of the latest 4 reported insider transactions in Southside Bancshares (since May 23, 2025), 3 were purchases and 1 were sales.
How many shares of Southside Bancshares are outstanding?
Southside Bancshares has 29.8M shares outstanding, of which 28.2M are in the public float.