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Southside Bancshares, Inc. (SBSI) institutional ownership

Market cap$916M SectorFinancial Services
Funds holding · Q1 2026
153
reported SBSI position changes
Top owners · Q1 2026
No disclosed owners are available.
Institutional activity · Q1 2026
Activity unavailable N/A
79 buyers · 74 sellers

Southside Bancshares, Inc. (SBSI) price and institutional activity

Dates

Q1 2026

$0 bought by 79 investors
Two Sigma Investments, LPHotchkis & Wiley Capital Management LLC +77 more
$0 sold by 74 investors
Two Sigma Advisers, LPUBS Group AG +72 more
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Bought Sold Totals per quarter; hover a bar for the names.

Southside Bancshares, Inc. (SBSI) institutional activity · 153

Investor Type Est. change Change Δ Own Date
Two Sigma Advisers, LP · Exited
Change −244K Δ Own −100.0% Date Q1 2026
Two Sigma Advisers, LP Exited· Q1 2026 −244K −100.0% Q1 2026
Two Sigma Investments, LP · Added
Change +230K Δ Own +140.2% Date Q1 2026
Two Sigma Investments, LP Added· Q1 2026 +230K +140.2% Q1 2026
Hotchkis & Wiley Capital Management LLC · New
Change +205K Date Q1 2026
Hotchkis & Wiley Capital Management LLC New· Q1 2026 +205K Q1 2026
UBS Group AG · Reduced
Change −104K Date Q1 2026
UBS Group AG Reduced· Q1 2026 −104K Q1 2026
Millennium Management LLC · Reduced
Change −89K Date Q1 2026
Millennium Management LLC Reduced· Q1 2026 −89K Q1 2026
Bridgeway Capital Management, LLC · Added
Change +83K Date Q1 2026
Bridgeway Capital Management, LLC Added· Q1 2026 +83K Q1 2026
JPMorgan Chase & Co · Reduced
Change −82K Date Q1 2026
JPMorgan Chase & Co Reduced· Q1 2026 −82K Q1 2026
BlackRock · Reduced
Change −73K Date Q1 2026
BlackRock Reduced· Q1 2026 −73K Q1 2026
Bayview Asset Management, LLC · Reduced
Change −70K Date Q1 2026
Bayview Asset Management, LLC Reduced· Q1 2026 −70K Q1 2026
Empowered Funds, LLC · Added
Change +69K Date Q1 2026
Empowered Funds, LLC Added· Q1 2026 +69K Q1 2026
Jane Street Group, LLC · New
Change +47K Date Q1 2026
Jane Street Group, LLC New· Q1 2026 +47K Q1 2026
Barclays PLC · Reduced
Change −40K Date Q1 2026
Barclays PLC Reduced· Q1 2026 −40K Q1 2026
Geode · Added
Change +35K Date Q1 2026
Geode Added· Q1 2026 +35K Q1 2026
Squarepoint Ops LLC · Reduced
Change −29K Date Q1 2026
Squarepoint Ops LLC Reduced· Q1 2026 −29K Q1 2026
Vanguard · Added
Change +22K Date Q1 2026
Vanguard Added· Q1 2026 +22K Q1 2026
Data through Q1 2026 · filed Jun 3, 2026
15 of 153

Famous investor activity in Southside Bancshares, Inc. (SBSI)

Southside Bancshares, Inc. (SBSI) insider trading

Company insiders, action and economics first; trade and filed dates last.
Dates
Insider Title Type Price Qty Value Owned ΔOwn Trade date Filed date
Burchard Curtis · Officer Tax withholding or exercise payment (F) -$12K
Price $34.84 Qty -351 Owned 8K ΔOwn −4.0% Trade date Jul 18, 2026 Filed date Jul 20, 2026
Burchard Curtis Officer Tax withholding or exercise payment (F) $34.84 -351 -$12K 8K −4.0% Jul 18, 2026 Jul 20, 2026
Anthony Sherri · Officer Tax withholding or exercise payment (F) -$4K
Price $33.63 Qty -128 Owned 4K ΔOwn −2.9% Trade date Jun 20, 2026 Filed date Jun 22, 2026
Anthony Sherri Officer Tax withholding or exercise payment (F) $33.63 -128 -$4K 4K −2.9% Jun 20, 2026 Jun 22, 2026
Pinkley April · Officer Tax withholding or exercise payment (F) -$5K
Price $33.63 Qty -135 Owned 4K ΔOwn −3.1% Trade date Jun 20, 2026 Filed date Jun 22, 2026
Pinkley April Officer Tax withholding or exercise payment (F) $33.63 -135 -$5K 4K −3.1% Jun 20, 2026 Jun 22, 2026
Martinez Anne · Officer Tax withholding or exercise payment (F) -$6K
Price $33.63 Qty -176 Owned 8K ΔOwn −2.1% Trade date Jun 20, 2026 Filed date Jun 22, 2026
Martinez Anne Officer Tax withholding or exercise payment (F) $33.63 -176 -$6K 8K −2.1% Jun 20, 2026 Jun 22, 2026
Craddock John Mitchell Jr · Officer Sell −$16K
Price $33.38 Qty −486 Owned 5K Trade date Jun 9, 2026 Filed date Jun 9, 2026
Craddock John Mitchell Jr Officer Sell $33.38 −486 −$16K 5K Jun 9, 2026 Jun 9, 2026
Craddock John Mitchell Jr · Officer Grant (A) 53
Owned 5K Trade date Jun 1, 2026 Filed date Jun 3, 2026
Craddock John Mitchell Jr Officer Grant (A) 53 5K Jun 1, 2026 Jun 3, 2026
Davis Suni M. · Officer Grant (A) 41
Owned 14K Trade date Jun 1, 2026 Filed date Jun 3, 2026
Davis Suni M. Officer Grant (A) 41 14K Jun 1, 2026 Jun 3, 2026
Shamburger Julie · CFO Grant (A) 71
Owned 33K Trade date Jun 1, 2026 Filed date Jun 3, 2026
Shamburger Julie CFO Grant (A) 71 33K Jun 1, 2026 Jun 3, 2026
Smith Preston L. · Director Grant (A) 28
Owned 23K Trade date Jun 1, 2026 Filed date Jun 3, 2026
Smith Preston L. Director Grant (A) 28 23K Jun 1, 2026 Jun 3, 2026
Shands Hilliard J. · Director Grant (A) 14
Owned 36K Trade date Jun 1, 2026 Filed date Jun 3, 2026
Shands Hilliard J. Director Grant (A) 14 36K Jun 1, 2026 Jun 3, 2026
Martinez Anne · Officer Grant (A) 49
Owned 9K Trade date Jun 1, 2026 Filed date Jun 3, 2026
Martinez Anne Officer Grant (A) 49 9K Jun 1, 2026 Jun 3, 2026
McKinney Raymond C. · Director Grant (A) 14
Owned 1K Trade date Jun 1, 2026 Filed date Jun 3, 2026
McKinney Raymond C. Director Grant (A) 14 1K Jun 1, 2026 Jun 3, 2026
Pinkley April · Officer Grant (A) 37
Owned 4K Trade date Jun 1, 2026 Filed date Jun 3, 2026
Pinkley April Officer Grant (A) 37 4K Jun 1, 2026 Jun 3, 2026
Gibson Lee R. · Director Grant (A) 93
Owned 59K Trade date Jun 1, 2026 Filed date Jun 3, 2026
Gibson Lee R. Director Grant (A) 93 59K Jun 1, 2026 Jun 3, 2026
Jones Jeb Weldon · Director Grant (A) 14
Owned 2K Trade date Jun 1, 2026 Filed date Jun 3, 2026
Jones Jeb Weldon Director Grant (A) 14 2K Jun 1, 2026 Jun 3, 2026
15 of 151
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Southside Bancshares, Inc. (SBSI) activist and large shareholders

What are Schedules 13D and 13G?

Dates
Owner/Filer identity Shares reported % of shares outstanding Filing date
BlackRock Inc. 4.4M
% of shares outstanding 14.7% Filing date Jan 22, 2024
BlackRock Inc. 4.4M 14.7% Jan 22, 2024
Vanguard Group Inc 2.2M
% of shares outstanding 7.2% Filing date Feb 13, 2024
Vanguard Group Inc 2.2M 7.2% Feb 13, 2024
2 of 2

Southside Bancshares, Inc. (SBSI) ownership FAQ

Who owns SBSI?

153 reporting institutions disclosed SBSI position changes in the Q1 2026 snapshot.

How is institutional activity calculated?

For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.

What are activist and large shareholder filings?

An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.

Where does this data come from?

Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.

Why are ownership reports delayed?

Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.

How are missing table values shown?

A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.