$SBSI

$31.77 -$0.05 (0.16%) Close

$SBSI Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 29.8M shares outstanding

Who owns SBSI?

By type of holder

Institutions 57.2% Insiders 6.3% Everyone else 36.5%

Concentration Top 10 holders own 38.6%

BlackRock, Inc. 14.3% · Dimensional Fund Advisors LP 4.7%

Institutional ownership

57.2%

0.0 pts vs last qtr

Institutional holders

195

+10 vs last qtr

Net shares bought

−435

by institutions in Q2 2026

New / sold out

23 / 13

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Mackenzie Financial Corp +75.0K
BlackRock, Inc. +69.8K

Biggest sellers in Q2 2026

ProShare Advisors LLC SOLD OUT −207.4K
Goldman Sachs Group Inc −100.2K

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for Southside Bancshares Inc in the last 12 months.

Is your stake being diluted?

Diluted share count, FY2016–FY2025

+10.9%

+1.16% a year

Each share's claim on the business

−9.9%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$228M vs $27.4M

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years84% 3–5 years5% 1–3 years6% Under 1 year5%

Quarterly turnover

4.0%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting SBSI on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	4.3M	14.33%	+69.8K (+1.7%)	≤2021	0.0%
Shares held by quarter Peak holding4.4M (Q4'24) Change over 8 quarters−124.6K Share of the company14.330% BlackRock, Inc.'s full portfolio →
DF Dimensional Fund Advisors LP	1.4M	4.72%	+22.1K (+1.6%)	≤2021	0.0%
Shares held by quarter Peak holding1.4M (Q2'26) Change over 8 quarters+136.5K Share of the company4.720% Dimensional Fund Advisors LP's full portfolio →

BlackRock, Inc.

4.3M

% of company

14.33%

Change vs last qtr

+69.8K (+1.7%)

Held since

≤2021

Dimensional Fund Advisors LP

1.4M

% of company

4.72%

Change vs last qtr

+22.1K (+1.6%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding Southside Bancshares Inc, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting SBSI on Form N-PORT; together they hold 33.7% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
IC iShares Core S&P Small-Cap ETF iShares Trust	$59.3M	1.7M	5.65%	0.05%	June 30, 2026
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$31.6M	897.1K	3.01%	0.00%	June 30, 2026

iShares Core S&P Small-Cap ETF

iShares Trust

Position value

$59.3M

% of company

5.65%

% of the fund

0.05%

As of

June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$31.6M

% of company

3.01%

% of the fund

0.00%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Southside Bancshares Inc and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
BH Buie Herbert C Insider	741.3K	2.49%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company2.490% Buie Herbert C's insider activity →
SH Shands Hilliard J Insider	256.9K	0.86%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.860% Shands Hilliard J's insider activity →

Buie Herbert C

Insider

741.3K

% of company

2.49%

Change vs last qtr

—

Held since

—

Shands Hilliard J

Insider

256.9K

% of company

0.86%

Change vs last qtr

—

Held since

—

28 more holders behind a free account

See every insider and 5%+ holder of Southside Bancshares Inc.

Comments