Who Owns Southside Bancshares Stock?
NYSE: SBSIFinanceMajor BanksUSD
At close: Oct 9, 4:00 PM ET · Delayed 15 min
After hours: 30.20 0.00%
Ownership breakdown
- Held by institutions
- 58.84%
- Held by insiders
- 4.61%
- Institutional holders
- 288
- Institutions 58.8%
- Insiders 4.6%
- Public and other 36.5%
Who owns Southside Bancshares stock?
Institutional investors own about 58.8% of Southside Bancshares's shares, spread across 288 institutions that file 13F reports. That level of institutional ownership is moderate. Insiders, including executives, directors and large founding shareholders, hold 4.61% of SBSI.
The largest institutional holders are Blackrock Inc. (14.33%), Dimensional Fund Advisors LP (4.72%) and State Street Corporation (4.46%). Together, the top 10 institutions control 37.2% of shares outstanding. In their latest filings, 7 of the top 10 institutions increased their SBSI positions and 3 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of SBSI
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Blackrock Inc. | 4.27M | 14.33% | +1.7% |
| Dimensional Fund Advisors LP | 1.41M | 4.72% | +1.6% |
| State Street Corporation | 1.33M | 4.46% | +2.7% |
| Vanguard Capital Management LLC | 1.25M | 4.19% | +0.9% |
| Geode Capital Management, LLC | 737.96K | 2.48% | +2.3% |
| Vanguard Portfolio Management LLC | 630.38K | 2.11% | +7.0% |
| Renaissance Technologies, LLC | 419.15K | 1.41% | -4.8% |
| Charles Schwab Investment Management, Inc. | 360.38K | 1.21% | -7.6% |
| Two Sigma Investments, LP | 348.46K | 1.17% | -11.7% |
| Northern Trust Corporation | 342.76K | 1.15% | +7.4% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of SBSI
| Fund | Shares | % Held |
|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | 1.71M | 5.73% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 897.06K | 3.01% |
| iShares Trust-iShares Russell 2000 ETF | 747.89K | 2.51% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | 323.16K | 1.08% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | 323.06K | 1.08% |
| SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF | 264.15K | 0.89% |
| iShares Trust-iShares S&P Small-Cap 600 Value ETF | 249.12K | 0.84% |
| iShares Trust-iShares Russell 2000 Value ETF | 238.12K | 0.80% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | 228.97K | 0.77% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio | 209.56K | 0.70% |
Frequently asked questions
Who is the largest shareholder of Southside Bancshares?
Blackrock Inc. is the largest institutional shareholder of SBSI, owning 14.33% of shares outstanding (4.27M shares) as of its latest 13F filing.
What percentage of Southside Bancshares is owned by institutions?
Institutions own about 58.8% of SBSI shares and 61.7% of the public float.
How much of Southside Bancshares do insiders own?
Insiders, such as officers and directors, own about 4.61% of SBSI shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.