SouthState Ownership 2024 | Who Owns SouthState Now?
Institutional Ownership
88.77%
Insider Ownership
0.92%
Retail Ownership
10.31%
Institutional Holders
367.00
SouthState Institutional Shareholders
Institutional Shareholders by % of Total Shares
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
BLACKROCK INC. | 12.51% | 0.02% | 9,543,863 | 78,915 | 0.83% | 729,342,006 | Jun 30, 2024 |
VANGUARD GROUP INC | 10.99% | 0.01% | 8,385,142 | -8,993 | -0.11% | 640,792,551 | Jun 30, 2024 |
STATE STREET CORP | 4.77% | 0.01% | 3,639,731 | 131,193 | 3.74% | 278,148,243,000 | Jun 30, 2024 |
T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 4.63% | 0.17% | 3,530,717 | -469,543 | -11.74% | 269,818,000 | Jun 30, 2024 |
DIMENSIONAL FUND ADVISORS LP | 4.36% | 0.07% | 3,328,984 | 371,987 | 12.58% | 254,393,836 | Jun 30, 2024 |
VICTORY CAPITAL MANAGEMENT INC | 3.67% | 0.21% | 2,802,373 | 45,176 | 1.64% | 214,157,345 | Jun 30, 2024 |
FRANKLIN RESOURCES INC | 2.54% | 0.05% | 1,939,153 | -29,738 | -1.51% | 148,190,072 | Jun 30, 2024 |
GEODE CAPITAL MANAGEMENT, LLC | 2.34% | 0.01% | 1,788,963 | 74,114 | 4.32% | 136,738,428 | Jun 30, 2024 |
AMERICAN CENTURY COMPANIES INC | 2.21% | 0.08% | 1,685,828 | 39,492 | 2.40% | 128,830,976 | Jun 30, 2024 |
MORGAN STANLEY | 2.12% | 0.01% | 1,619,262 | 120,817 | 8.06% | 123,744,195 | Jun 30, 2024 |
EARNEST PARTNERS LLC | 1.96% | 0.53% | 1,494,332 | 40,879 | 2.81% | 114,196,851 | Jun 30, 2024 |
WELLINGTON MANAGEMENT GROUP LLP | 1.81% | 0.02% | 1,384,106 | 57,025 | 4.30% | 105,773,380 | Jun 30, 2024 |
MACQUARIE GROUP LTD | 1.51% | 0.10% | 1,152,850 | 219,264 | 23.49% | 88,114,000 | Jun 30, 2024 |
ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 1.50% | 0.14% | 1,144,513 | 21,160 | 1.88% | 87,463,682 | Jun 30, 2024 |
NORTHERN TRUST CORP | 1.38% | 0.01% | 1,053,428 | 56,717 | 5.69% | 80,502,968,000 | Jun 30, 2024 |
CHANNING CAPITAL MANAGEMENT, LLC | 1.35% | 2.16% | 1,031,153 | 185,890 | 21.99% | 78,800,712 | Jun 30, 2024 |
BANK OF NEW YORK MELLON CORP | 1.24% | 0.01% | 944,618 | -48,682 | -4.90% | 72,187,732 | Jun 30, 2024 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.20% | 0.01% | 915,668 | 69,091 | 8.16% | 69,975,349 | Jun 30, 2024 |
GOLDMAN SACHS GROUP INC | 1.07% | 0.01% | 815,801 | 180,068 | 28.32% | 62,343,512 | Jun 30, 2024 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 0.92% | 0.37% | 705,053 | 56,383 | 8.69% | 53,880,140 | Jun 30, 2024 |
Institutional Shareholders by % of Total Assets
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
CHANNING CAPITAL MANAGEMENT, LLC | 1.35% | 2.16% | 1,031,153 | 185,890 | 21.99% | 78,800,712 | Jun 30, 2024 |
SALZHAUER MICHAEL | 0.04% | 1.96% | 32,912 | -577 | -1.72% | 2,515,135 | Jun 30, 2024 |
TRIBUTARY CAPITAL MANAGEMENT, LLC | 0.36% | 1.74% | 274,712 | 510 | 0.19% | 20,993,526 | Jun 30, 2024 |
PETIOLE USA LTD | 0.03% | 1.65% | 25,715 | - | - | 1,965,140 | Jun 30, 2024 |
FOREST HILL CAPITAL, LLC | 0.03% | 1.58% | 25,000 | 11,000 | 78.57% | 1,910,500 | Jun 30, 2024 |
MESIROW INSTITUTIONAL INVESTMENT MANAGEMENT, INC. | 0.26% | 1.35% | 201,724 | 30,234 | 17.63% | 15,415,748 | Jun 30, 2024 |
PROSPECTOR PARTNERS LLC | 0.16% | 1.04% | 121,237 | 34,980 | 40.55% | 9,264,932 | Jun 30, 2024 |
KEELEY-TETON ADVISORS, LLC | 0.14% | 1.03% | 105,054 | 4,195 | 4.16% | 8,028,227 | Jun 30, 2024 |
FENIMORE ASSET MANAGEMENT INC | 0.77% | 0.98% | 583,744 | 705 | 0.12% | 44,609,716 | Jun 30, 2024 |
SEGALL BRYANT & HAMILL, LLC | 0.79% | 0.81% | 599,229 | -38,858 | -6.09% | 45,793,080 | Jun 30, 2024 |
MARTIN & CO INC /TN/ | 0.05% | 0.75% | 39,021 | 21 | 0.05% | 2,981,947 | Jun 30, 2024 |
LUMMIS ASSET MANAGEMENT, LP | 0.01% | 0.67% | 6,658 | 72 | 1.09% | 508,804 | Jun 30, 2024 |
NBC SECURITIES, INC. | 0.13% | 0.67% | 96,194 | 1,529 | 1.62% | 7,351,000 | Jun 30, 2024 |
LPF ADVISORS LLC | 0.01% | 0.66% | 9,348 | - | - | 714,374 | Jun 30, 2024 |
CONTINENTAL ADVISORS LLC | 0.02% | 0.62% | 18,512 | - | - | 1,414,687 | Jun 30, 2024 |
MALTESE CAPITAL MANAGEMENT LLC | 0.06% | 0.62% | 43,950 | 8,850 | 25.21% | 3,358,659 | Jun 30, 2024 |
DONALD L. HAGAN, LLC | 0.02% | 0.60% | 14,734 | - | - | 1,125,972 | Jun 30, 2024 |
BRANT POINT INVESTMENT MANAGEMENT LLC | 0.11% | 0.57% | 83,226 | 83,226 | 100.00% | 6,360,131 | Jun 30, 2024 |
KENNEDY CAPITAL MANAGEMENT LLC | 0.44% | 0.55% | 338,402 | -259 | -0.08% | 25,860,681 | Jun 30, 2024 |
PRIVATE MANAGEMENT GROUP INC | 0.24% | 0.55% | 185,487 | 7,822 | 4.40% | 14,174,917 | Jun 30, 2024 |
Institutional Buyers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
NORGES BANK | 0.77% | 0.01% | 588,159 | 588,159 | 100.00% | 44,947,111 | Jun 30, 2024 |
DIMENSIONAL FUND ADVISORS LP | 4.36% | 0.07% | 3,328,984 | 371,987 | 12.58% | 254,393,836 | Jun 30, 2024 |
MACQUARIE GROUP LTD | 1.51% | 0.10% | 1,152,850 | 219,264 | 23.49% | 88,114,000 | Jun 30, 2024 |
CHANNING CAPITAL MANAGEMENT, LLC | 1.35% | 2.16% | 1,031,153 | 185,890 | 21.99% | 78,800,712 | Jun 30, 2024 |
GOLDMAN SACHS GROUP INC | 1.07% | 0.01% | 815,801 | 180,068 | 28.32% | 62,343,512 | Jun 30, 2024 |
HOLOCENE ADVISORS, LP | 0.70% | 0.17% | 532,275 | 177,199 | 49.90% | 40,676,456 | Jun 30, 2024 |
COREBRIDGE FINANCIAL, INC. | 0.18% | 0.06% | 136,695 | 136,695 | 100.00% | 10,446,232 | Jun 30, 2024 |
STATE STREET CORP | 4.77% | 0.01% | 3,639,731 | 131,193 | 3.74% | 278,148,243,000 | Jun 30, 2024 |
FMR LLC | 0.17% | 0.00% | 127,608 | 123,853 | 3298.35% | 9,751,794 | Jun 30, 2024 |
MORGAN STANLEY | 2.12% | 0.01% | 1,619,262 | 120,817 | 8.06% | 123,744,195 | Jun 30, 2024 |
EXODUSPOINT CAPITAL MANAGEMENT, LP | 0.16% | 0.06% | 118,685 | 118,685 | 100.00% | 9,070,000 | Jun 30, 2024 |
BARCLAYS PLC | 0.40% | 0.01% | 302,603 | 114,715 | 61.05% | 23,123,000 | Jun 30, 2024 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 0.13% | 0.03% | 96,646 | 96,646 | 100.00% | 7,385,687 | Jun 30, 2024 |
F/M INVESTMENTS LLC | 0.13% | 0.26% | 95,576 | 95,576 | 100.00% | 7,303,464 | Jun 30, 2024 |
BRANT POINT INVESTMENT MANAGEMENT LLC | 0.11% | 0.57% | 83,226 | 83,226 | 100.00% | 6,360,131 | Jun 30, 2024 |
BLACKROCK INC. | 12.51% | 0.02% | 9,543,863 | 78,915 | 0.83% | 729,342,006 | Jun 30, 2024 |
GEODE CAPITAL MANAGEMENT, LLC | 2.34% | 0.01% | 1,788,963 | 74,114 | 4.32% | 136,738,428 | Jun 30, 2024 |
TUDOR INVESTMENT CORP ET AL | 0.15% | 0.05% | 117,833 | 70,298 | 147.89% | 9,004,798 | Jun 30, 2024 |
UBS ASSET MANAGEMENT AMERICAS INC | 0.21% | 0.00% | 161,822 | 69,276 | 74.86% | 12,366,438 | Jun 30, 2024 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.20% | 0.01% | 915,668 | 69,091 | 8.16% | 69,975,349 | Jun 30, 2024 |
Institutional Sellers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 4.63% | 0.17% | 3,530,717 | -469,543 | -11.74% | 269,818,000 | Jun 30, 2024 |
JUPITER ASSET MANAGEMENT LTD | - | - | - | -353,700 | -100.00% | - | Jun 30, 2024 |
SELECT EQUITY GROUP, L.P. | 0.20% | 0.05% | 155,579 | -316,622 | -67.05% | 11,889,347 | Jun 30, 2024 |
PENN CAPITAL MANAGEMENT COMPANY, LLC | - | - | - | -157,237 | -100.00% | - | Jun 30, 2024 |
ELEQUIN SECURITIES, LLC | - | - | - | -157,237 | -100.00% | - | Jun 30, 2024 |
AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -137,534 | -100.00% | - | Jun 30, 2024 |
MILLENNIUM MANAGEMENT LLC | 0.43% | 0.01% | 326,836 | -90,376 | -21.66% | 24,976,807 | Jun 30, 2024 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 0.22% | 0.08% | 167,909 | -70,540 | -29.58% | 12,831,606 | Jun 30, 2024 |
NEW YORK STATE COMMON RETIREMENT FUND | 0.34% | 0.03% | 259,753 | -60,113 | -18.79% | 19,850,000 | Jun 30, 2024 |
NATIXIS ADVISORS, L.P. | 0.02% | 0.00% | 18,702 | -54,414 | -74.42% | 1,429,000 | Jun 30, 2024 |
BANK OF NEW YORK MELLON CORP | 1.24% | 0.01% | 944,618 | -48,682 | -4.90% | 72,187,732 | Jun 30, 2024 |
JPMORGAN CHASE & CO | 0.52% | 0.00% | 399,031 | -44,524 | -10.04% | 30,493,949 | Jun 30, 2024 |
INVESCO LTD. | 0.48% | 0.01% | 364,455 | -39,404 | -9.76% | 27,851,637 | Jun 30, 2024 |
SEGALL BRYANT & HAMILL, LLC | 0.79% | 0.81% | 599,229 | -38,858 | -6.09% | 45,793,080 | Jun 30, 2024 |
WEDGE CAPITAL MANAGEMENT L L P/NC | 0.11% | 0.11% | 84,400 | -35,221 | -29.44% | 6,449,848 | Jun 30, 2024 |
COMERICA BANK | 0.07% | 0.02% | 53,777 | -32,564 | -37.72% | 4,109,629 | Jun 30, 2024 |
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | - | - | - | -32,522 | -100.00% | - | Jun 30, 2024 |
FIFTH THIRD WEALTH ADVISORS LLC | - | - | - | -32,393 | -100.00% | - | Jun 30, 2024 |
FRANKLIN RESOURCES INC | 2.54% | 0.05% | 1,939,153 | -29,738 | -1.51% | 148,190,072 | Jun 30, 2024 |
PRINCIPAL FINANCIAL GROUP INC | 0.39% | 0.01% | 298,539 | -26,882 | -8.26% | 22,814,351,000 | Jun 30, 2024 |
Institutional New positions
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
NORGES BANK | 0.77% | 0.01% | 588,159 | 588,159 | 100.00% | 44,947,111 | Jun 30, 2024 |
COREBRIDGE FINANCIAL, INC. | 0.18% | 0.06% | 136,695 | 136,695 | 100.00% | 10,446,232 | Jun 30, 2024 |
EXODUSPOINT CAPITAL MANAGEMENT, LP | 0.16% | 0.06% | 118,685 | 118,685 | 100.00% | 9,070,000 | Jun 30, 2024 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 0.13% | 0.03% | 96,646 | 96,646 | 100.00% | 7,385,687 | Jun 30, 2024 |
F/M INVESTMENTS LLC | 0.13% | 0.26% | 95,576 | 95,576 | 100.00% | 7,303,464 | Jun 30, 2024 |
BRANT POINT INVESTMENT MANAGEMENT LLC | 0.11% | 0.57% | 83,226 | 83,226 | 100.00% | 6,360,131 | Jun 30, 2024 |
FJ CAPITAL MANAGEMENT LLC | 0.09% | 0.52% | 65,184 | 65,184 | 100.00% | 4,981,361 | Jun 30, 2024 |
RENAISSANCE TECHNOLOGIES LLC | 0.08% | 0.01% | 63,191 | 63,191 | 100.00% | 4,829,056 | Jun 30, 2024 |
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.05% | 0.01% | 39,048 | 39,048 | 100.00% | 2,984,048 | Jun 30, 2024 |
D. E. SHAW & CO., INC. | 0.03% | 0.00% | 25,637 | 25,637 | 100.00% | 1,959,180 | Jun 30, 2024 |
EDGESTREAM PARTNERS, L.P. | 0.02% | 0.07% | 18,756 | 18,756 | 100.00% | 1,433,334 | Jun 30, 2024 |
SCHONFELD STRATEGIC ADVISORS LLC | 0.02% | 0.01% | 17,123 | 17,123 | 100.00% | 1,308,537 | Jun 30, 2024 |
ATOM INVESTORS LP | 0.02% | 0.11% | 14,203 | 14,203 | 100.00% | 1,085,393 | Jun 30, 2024 |
COLONY GROUP, LLC | 0.01% | 0.00% | 11,330 | 11,330 | 100.00% | 866,000 | Jun 30, 2024 |
TEZA CAPITAL MANAGEMENT LLC | 0.01% | 0.10% | 10,807 | 10,807 | 100.00% | 825,871 | Jun 30, 2024 |
ALGERT GLOBAL LLC | 0.01% | 0.02% | 7,678 | 7,678 | 100.00% | 587,000 | Jun 30, 2024 |
MARSHALL WACE, LLP | 0.01% | 0.00% | 6,891 | 6,891 | 100.00% | 526,610 | Jun 30, 2024 |
SHERBROOKE PARK ADVISERS LLC | 0.01% | 0.08% | 5,702 | 5,702 | 100.00% | 435,747 | Jun 30, 2024 |
KESTRA ADVISORY SERVICES, LLC | 0.01% | 0.00% | 5,671 | 5,671 | 100.00% | 433,378 | Jun 30, 2024 |
CHOREO, LLC | 0.01% | 0.01% | 5,414 | 5,414 | 100.00% | 410,423 | Jun 30, 2024 |
ATRIA INVESTMENTS, INC | 0.01% | 0.01% | 5,378 | 5,378 | 100.00% | 410,989 | Jun 30, 2024 |
READYSTATE ASSET MANAGEMENT LP | 0.01% | 0.01% | 5,163 | 5,163 | 100.00% | 394,556 | Jun 30, 2024 |
SAVANT CAPITAL, LLC | 0.01% | 0.00% | 4,806 | 4,806 | 100.00% | 367,275 | Jun 30, 2024 |
AIGEN INVESTMENT MANAGEMENT, LP | 0.01% | 0.07% | 4,626 | 4,626 | 100.00% | 353,519 | Jun 30, 2024 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 0.01% | 0.00% | 4,012 | 4,012 | 100.00% | 306,597 | Jun 30, 2024 |
VERITION FUND MANAGEMENT LLC | 0.01% | 0.00% | 3,865 | 3,865 | 100.00% | 295,363 | Jun 30, 2024 |
NEUBERGER BERMAN GROUP LLC | 0.00% | 0.00% | 3,386 | 3,386 | 100.00% | 258,776 | Jun 30, 2024 |
CLEARSTEAD ADVISORS, LLC | 0.00% | 0.00% | 3,016 | 3,016 | 100.00% | 230,483 | Jun 30, 2024 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 0.00% | 0.02% | 3,011 | 3,011 | 100.00% | 230,101 | Jun 30, 2024 |
AQUATIC CAPITAL MANAGEMENT LLC | 0.00% | 0.01% | 2,800 | 2,800 | 100.00% | 213,976 | Jun 30, 2024 |
HERITAGE FAMILY OFFICES, LLP | 0.00% | 0.11% | 2,684 | 2,684 | 100.00% | 205,149 | Jun 30, 2024 |
GALLAGHER FIDUCIARY ADVISORS, LLC | 0.00% | 0.05% | 2,673 | 2,673 | 100.00% | 204,276 | Jun 30, 2024 |
BRAGG FINANCIAL ADVISORS, INC | 0.00% | 0.01% | 2,661 | 2,661 | 100.00% | 203,354 | Jun 30, 2024 |
0.00% | 0.10% | 1,979 | 1,979 | 100.00% | 151,235 | Jun 30, 2024 | |
ENTRYPOINT CAPITAL, LLC | 0.00% | 0.20% | 1,788 | 1,788 | 100.00% | 136,639 | Jun 30, 2024 |
INNEALTA CAPITAL, LLC | 0.00% | 0.04% | 1,734 | 1,734 | 100.00% | 132,513 | Jun 30, 2024 |
POINT72 ASIA (SINGAPORE) PTE. LTD. | 0.00% | 0.02% | 1,267 | 1,267 | 100.00% | 96,795 | Jun 30, 2024 |
QUARRY LP | 0.00% | 0.01% | 282 | 282 | 100.00% | 21,550 | Jun 30, 2024 |
OPAL WEALTH ADVISORS, LLC | 0.00% | 0.01% | 214 | 214 | 100.00% | 16,354 | Jun 30, 2024 |
HEADLANDS TECHNOLOGIES LLC | 0.00% | 0.00% | 141 | 141 | 100.00% | 10,775 | Jun 30, 2024 |
ASHTON THOMAS PRIVATE WEALTH, LLC | 0.00% | 0.00% | 83 | 83 | 100.00% | 6,343 | Jun 30, 2024 |
MATHER GROUP, LLC. | 0.00% | 0.00% | 50 | 50 | 100.00% | 4,252 | Jun 30, 2024 |
STEPHENS CONSULTING, LLC | - | 0.00% | 28 | 28 | 100.00% | 2,140 | Jun 30, 2024 |
PRIVATE WEALTH MANAGEMENT GROUP, LLC | - | 0.00% | 17 | 17 | 100.00% | 1,300 | Jun 30, 2024 |
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | - | 0.00% | 12 | 12 | 100.00% | 917 | Jun 30, 2024 |
HARBOR INVESTMENT ADVISORY, LLC | - | - | 1 | 1 | 100.00% | 76 | Jun 30, 2024 |
TFC FINANCIAL MANAGEMENT, INC. | - | - | 1 | 1 | 100.00% | 77 | Jun 30, 2024 |
Institutional Sold Out
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
JUPITER ASSET MANAGEMENT LTD | - | - | - | -353,700 | -100.00% | - | Jun 30, 2024 |
PENN CAPITAL MANAGEMENT COMPANY, LLC | - | - | - | -157,237 | -100.00% | - | Jun 30, 2024 |
ELEQUIN SECURITIES, LLC | - | - | - | -157,237 | -100.00% | - | Jun 30, 2024 |
AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -137,534 | -100.00% | - | Jun 30, 2024 |
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | - | - | - | -32,522 | -100.00% | - | Jun 30, 2024 |
FIFTH THIRD WEALTH ADVISORS LLC | - | - | - | -32,393 | -100.00% | - | Jun 30, 2024 |
WALLEYE CAPITAL LLC | - | - | - | -8,636 | -100.00% | - | Jun 30, 2024 |
XTX TOPCO LTD | - | - | - | -6,775 | -100.00% | - | Jun 30, 2024 |
HANCOCK WHITNEY CORP | - | - | - | -6,634 | -100.00% | - | Jun 30, 2024 |
VERSOR INVESTMENTS LP | - | - | - | -4,200 | -100.00% | - | Jun 30, 2024 |
ORION PORTFOLIO SOLUTIONS, LLC | - | - | - | -4,085 | -100.00% | - | Jun 30, 2024 |
METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -4,000 | -100.00% | - | Jun 30, 2024 |
ALPHAMARK ADVISORS, LLC | - | - | - | -3,605 | -100.00% | - | Jun 30, 2024 |
BANK OF MONTREAL /CAN/ | - | - | - | -3,419 | -100.00% | - | Jun 30, 2024 |
SIMPLEX TRADING, LLC | - | - | - | -3,246 | -100.00% | - | Jun 30, 2024 |
BAIRD FINANCIAL GROUP, INC. | - | - | - | -3,214 | -100.00% | - | Jun 30, 2024 |
FOURTHOUGHT FINANCIAL PARTNERS, LLC | - | - | - | -3,086 | -100.00% | - | Jun 30, 2024 |
MILL CAPITAL MANAGEMENT, LLC | - | - | - | -2,439 | -100.00% | - | Jun 30, 2024 |
WEALTH ADVISORS OF TAMPA BAY, LLC | - | - | - | -2,435 | -100.00% | - | Jun 30, 2024 |
BUILDER INVESTMENT GROUP INC /ADV | - | - | - | -2,422 | -100.00% | - | Jun 30, 2024 |
ABACUS PLANNING GROUP, INC. | - | - | - | -2,399 | -100.00% | - | Jun 30, 2024 |
OLD NATIONAL BANCORP /IN/ | - | - | - | -2,397 | -100.00% | - | Jun 30, 2024 |
CAPROCK GROUP, LLC | - | - | - | -2,393 | -100.00% | - | Jun 30, 2024 |
FIDELIS CAPITAL PARTNERS, LLC | - | - | - | -349 | -100.00% | - | Jun 30, 2024 |
HOMESTEAD ADVISERS CORP | - | - | - | -346 | -100.00% | - | Jun 30, 2024 |
OLD POINT TRUST & FINANCIAL SERVICES N A | - | - | - | -300 | -100.00% | - | Jun 30, 2024 |
FIRST FINANCIAL CORP /IN/ | - | - | - | -45 | -100.00% | - | Jun 30, 2024 |
PACIFIC CAPITAL WEALTH ADVISORS, INC | - | - | - | -43 | -100.00% | - | Jun 30, 2024 |
BENJAMIN F. EDWARDS & COMPANY, INC. | - | - | - | -23 | -100.00% | - | Jun 30, 2024 |
GENEOS WEALTH MANAGEMENT INC. | - | - | - | -15 | -100.00% | - | Jun 30, 2024 |
CORE WEALTH ADVISORS, INC. | - | - | - | -15 | -100.00% | - | Jun 30, 2024 |
AVION WEALTH | - | - | - | -6 | -100.00% | - | Jun 30, 2024 |
TFO-TDC, LLC | - | - | - | -3 | -100.00% | - | Jun 30, 2024 |
SouthState Mutual Fund Holders
Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
---|---|---|---|---|---|
TAX MANAGED SMALL CAP PORTFOLIO | 0.76% | 39,930 | 2,392 | 6.37% | Jan 31, 2024 |
FENIMORE ASSET MANAGEMENT TRUST | 0.40% | 499,216 | - | - | Dec 31, 2023 |
FRANKLIN VALUE INVESTORS TRUST | 0.35% | 1,313,819 | -58,429 | -4.26% | Jan 31, 2024 |
Keeley Funds, Inc. | 0.31% | 80,001 | -3,370 | -4.04% | Dec 29, 2023 |
JOHN HANCOCK INVESTMENT TRUST II | 0.27% | 112,437 | -6,986 | -5.85% | Jan 31, 2024 |
AMCAP FUND | 0.23% | 1,982,846 | - | - | Feb 29, 2024 |
T. Rowe Price Small-Cap Stock Fund, Inc. | 0.19% | 678,504 | 21,700 | 3.30% | Mar 31, 2024 |
T. Rowe Price Small-Cap Value Fund, Inc. | 0.16% | 1,256,337 | -51,000 | -3.90% | Mar 31, 2024 |
SPDR S&P MIDCAP 400 ETF TRUST | 0.16% | 621,413 | 4,759 | 0.77% | Mar 28, 2024 |
NUVEEN INVESTMENT TRUST | 0.14% | 79,900 | -4,014 | -4.78% | Mar 31, 2024 |
BlackRock Advantage SMID Cap Fund, Inc. | 0.13% | 24,084 | - | - | Mar 28, 2024 |
BNY MELLON MIDCAP INDEX FUND, INC. | 0.11% | 47,035 | -3,128 | -6.24% | Jan 31, 2024 |
VANGUARD VALLEY FORGE FUNDS | 0.10% | 51,807 | - | - | Mar 31, 2024 |
PROSPECTOR FUNDS, INC. | 0.10% | 28,615 | 6,045 | 26.78% | Mar 31, 2024 |
HSBC FUNDS | 0.09% | 2,980 | - | - | Jan 31, 2024 |
CALVERT IMPACT FUND INC | 0.06% | 733,866 | 32,364 | 4.61% | Mar 31, 2024 |
JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND | 0.06% | 84,976 | - | - | Mar 31, 2024 |
AMERICAN CENTURY CAPITAL PORTFOLIOS INC | 0.06% | 1,305,000 | -60,000 | -4.40% | Mar 31, 2024 |
VICTORY PORTFOLIOS | 0.06% | 1,739,581 | -33,031 | -1.86% | Mar 31, 2024 |
Monteagle Funds | 0.05% | 2,200 | - | - | Feb 29, 2024 |
LORD ABBETT RESEARCH FUND INC | 0.05% | 51,379 | - | - | Feb 29, 2024 |
T. Rowe Price Quantitative Management Funds, Inc. | 0.05% | 161,304 | - | - | Mar 31, 2024 |
Vericimetry Funds | 0.05% | 4,413 | - | - | Mar 31, 2024 |
UNDISCOVERED MANAGERS FUNDS | 0.05% | 335,415 | - | - | Dec 31, 2023 |
Federated Hermes Index Trust | 0.04% | 9,056 | 139 | 1.56% | Jan 31, 2024 |
PRUDENTIAL JENNISON BLEND FUND, INC. | 0.04% | 22,312 | - | - | Feb 29, 2024 |
DEUTSCHE DWS VARIABLE SERIES I | 0.04% | 12,835 | - | - | Mar 31, 2024 |
VANGUARD ADMIRAL FUNDS | 0.04% | 154,754 | -3,321 | -2.10% | Feb 29, 2024 |
Tributary Funds, Inc. | 0.04% | 179,383 | -2,860 | -1.57% | Dec 31, 2023 |
T. Rowe Price Financial Services Fund, Inc. | 0.03% | 26,350 | - | - | Mar 31, 2024 |
TETON WESTWOOD FUNDS | 0.03% | 19,333 | -300 | -1.53% | Dec 29, 2023 |
T. Rowe Price Equity Funds, Inc. | 0.03% | 316,978 | 9,300 | 3.02% | Mar 31, 2024 |
Voya EQUITY TRUST | 0.03% | 40,635 | - | - | Feb 29, 2024 |
AIM FUNDS GROUP (INVESCO FUNDS GROUP) | 0.02% | 122,810 | - | - | Mar 31, 2024 |
HARBOR FUNDS | 0.02% | 555,807 | -49,148 | -8.12% | Jan 31, 2024 |
RMB INVESTORS TRUST | 0.02% | 12,500 | -47,500 | -79.17% | Dec 31, 2023 |
Nuveen S&P 500 Dynamic Overwrite Fund | 0.02% | 658 | - | - | Mar 31, 2024 |
QUANTITATIVE MASTER SERIES LLC | 0.02% | 133,552 | -4,651 | -3.37% | Mar 31, 2024 |
WASATCH FUNDS TRUST | 0.02% | 187,056 | - | - | Mar 31, 2024 |
EATON VANCE SPECIAL INVESTMENT TRUST | 0.02% | 34,777 | 338 | 0.98% | Mar 31, 2024 |
AMG Funds IV | 0.02% | 58,930 | - | - | Jan 31, 2024 |
DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.02% | 11,352 | -284 | -2.44% | Mar 31, 2024 |
Calvert Responsible Index Series, Inc. | 0.02% | 30,957 | - | - | Mar 31, 2024 |
Gabelli 787 Fund, Inc. | 0.02% | 1,500 | - | - | Jan 31, 2024 |
SMALLCAP WORLD FUND INC | 0.02% | 1,217,030 | - | - | Mar 31, 2024 |
VANGUARD INDEX FUNDS | 0.02% | 6,772,837 | -1,131,331 | -14.31% | Mar 31, 2024 |
STATE STREET INSTITUTIONAL FUNDS | 0.02% | 12,034 | -3,442 | -22.24% | Mar 31, 2024 |
DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. | 0.02% | 32,964 | - | - | Jan 31, 2024 |
VALUED ADVISERS TRUST | 0.01% | 14,175 | - | - | Feb 29, 2024 |
TOUCHSTONE VARIABLE SERIES TRUST | 0.01% | 12,080 | 610 | 5.32% | Mar 31, 2024 |
abrdn Funds | 0.01% | 207,322 | - | - | Jan 31, 2024 |
FIRST TRUST VARIABLE INSURANCE TRUST | 0.01% | 71,835 | - | - | Mar 28, 2024 |
MASTER ADVANTAGE SMID CAP LLC | 0.01% | 1,759 | - | - | Dec 31, 2020 |
BRIDGEWAY FUNDS INC | 0.01% | 31,187 | - | - | Mar 28, 2024 |
ROYCE FUND | 0.01% | 80,299 | - | - | Mar 31, 2024 |
DELAWARE GROUP EQUITY FUNDS V | 0.01% | 677,459 | -2,751 | -0.40% | Feb 29, 2024 |
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.01% | 39,614 | -4,237 | -9.66% | Jan 31, 2024 |
John Hancock Exchange-Traded Fund Trust | 0.01% | 57,722 | 625 | 1.09% | Jan 31, 2024 |
Calvert Variable Products, Inc. | 0.01% | 24,508 | - | - | Mar 31, 2024 |
RBB Fund Trust | 0.01% | 8,690 | -1,905 | -17.98% | Feb 29, 2024 |
TIAA SEPARATE ACCOUNT VA 1 | 0.01% | 1,939 | - | - | Mar 31, 2024 |
VANGUARD SPECIALIZED FUNDS | 0.01% | 434,393 | 3,756 | 0.87% | Jan 31, 2024 |
Segall Bryant & Hamill Trust | 0.01% | 118,838 | -8,852 | -6.93% | Mar 31, 2024 |
LORD ABBETT SECURITIES TRUST | 0.01% | 30,229 | - | - | Jan 31, 2024 |
Nushares ETF Trust | 0.01% | 44,658 | -13,728 | -23.51% | Jan 31, 2024 |
FIDELITY COMMONWEALTH TRUST | 0.01% | 18,692 | - | - | Feb 29, 2024 |
SCHWAB CAPITAL TRUST | 0.01% | 243,957 | 3,572 | 1.49% | Jan 31, 2024 |
Lattice Strategies Trust | 0.01% | 8,386 | - | - | Mar 31, 2024 |
Humankind Benefit Corp | 0.01% | 118 | -7 | -5.60% | Dec 31, 2023 |
SSGA FUNDS | 0.01% | 2,323 | - | - | Feb 29, 2024 |
DEUTSCHE DWS INVESTMENT TRUST | 0.01% | 15,630 | - | - | Jan 31, 2024 |
FIRST TRUST EXCHANGE-TRADED FUND VI | 0.01% | 27,772 | -1,833 | -6.19% | Mar 31, 2024 |
BNY Mellon Strategic Funds, Inc. | 0.00% | 10,010 | -8,551 | -46.07% | Feb 29, 2024 |
JOHN HANCOCK INVESTMENT TRUST | 0.00% | 364,928 | 2,981 | 0.82% | Jan 31, 2024 |
AllianzGI Institutional Multi-Series Trust | 0.00% | 505 | - | - | Sep 30, 2020 |
PAX WORLD FUNDS SERIES TRUST I | 0.00% | 74,759 | - | - | Mar 31, 2024 |
VANGUARD WHITEHALL FUNDS | 0.00% | 336,130 | -5,508 | -1.61% | Jan 31, 2024 |
AMG FUNDS III | 0.00% | 16,993 | - | - | Mar 28, 2024 |
AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC. | 0.00% | 7,480 | - | - | Mar 31, 2024 |
GABELLI INVESTOR FUNDS INC | 0.00% | 7,920 | - | - | Dec 29, 2023 |
FIDELITY CONCORD STREET TRUST | 0.00% | 674,290 | -18,633 | -2.69% | Feb 29, 2024 |
VALIC Co II | 0.00% | 109,252 | 1,793 | 1.67% | Feb 28, 2021 |
HARTFORD SERIES FUND INC | 0.00% | 136,046 | - | - | Mar 31, 2024 |
TOUCHSTONE STRATEGIC TRUST | 0.00% | 195,545 | 17,800 | 10.01% | Mar 31, 2024 |
Principal Exchange-Traded Funds | 0.00% | 36,893 | 21,024 | 132.48% | Mar 31, 2024 |
BLACKROCK ADVANTAGE GLOBAL FUND, INC. | 0.00% | 860 | - | - | Mar 31, 2024 |
HOMESTEAD FUNDS INC | 0.00% | 15,675 | - | - | Mar 31, 2024 |
ADVISORS' INNER CIRCLE FUND | 0.00% | 68,851 | - | - | Jan 31, 2024 |
Federated Hermes Equity Funds | 0.00% | 53,161 | - | - | Mar 31, 2024 |
Fidelity Commonwealth Trust II | 0.00% | 18,062 | - | - | Aug 31, 2023 |
JAMES ADVANTAGE FUNDS | 0.00% | 5,620 | - | - | Dec 31, 2023 |
SYNTAX ETF TRUST | 0.00% | 78 | -10 | -11.36% | Mar 31, 2024 |
WESMARK FUNDS | 0.00% | 8,527 | - | - | Mar 31, 2024 |
OPTIMUM FUND TRUST | 0.00% | 106,440 | - | - | Mar 28, 2024 |
Goldman Sachs ETF Trust II | 0.00% | 2,531 | 6 | 0.24% | Feb 29, 2024 |
IndexIQ ETF Trust | 0.00% | 5,392 | - | - | Jan 31, 2024 |
DELAWARE VIP TRUST | 0.00% | 7,814 | -192 | -2.40% | Mar 28, 2024 |
Mutual of America Variable Insurance Portfolios, Inc. | 0.00% | 1,550 | -58 | -3.61% | Sep 30, 2023 |
ALLSPRING FUNDS TRUST | 0.00% | 920,395 | 5,000 | 0.55% | Mar 31, 2024 |
Dimensional ETF Trust | 0.00% | 903,815 | 33,964 | 3.90% | Jan 31, 2024 |
SouthState Institutional Ownership Trends
Institutional Holdings Trend
Date | Holdings | Change % |
---|---|---|
30 Jun, 24 | 367 | - |
31 Mar, 24 | 367 | 2.51% |
31 Dec, 23 | 358 | 7.83% |
30 Sep, 23 | 332 | 1.84% |
30 Jun, 23 | 326 | -4.96% |
31 Mar, 23 | 343 | -2.28% |
31 Dec, 22 | 351 | 4.46% |
30 Sep, 22 | 336 | 7.01% |
30 Jun, 22 | 314 | -2.18% |
31 Mar, 22 | 321 | 4.56% |
31 Dec, 21 | 307 | 1.99% |
30 Sep, 21 | 301 | 3.44% |
30 Jun, 21 | 291 | -5.21% |
31 Mar, 21 | 307 | 7.72% |
31 Dec, 20 | 285 | 8.78% |
30 Sep, 20 | 262 | -4.38% |
30 Jun, 20 | 274 | 50.55% |
31 Mar, 20 | 182 | -9.00% |
31 Dec, 19 | 200 | 5.82% |
30 Sep, 19 | 189 | 3.85% |
30 Jun, 19 | 182 | -3.19% |
31 Mar, 19 | 188 | - |
31 Dec, 18 | 188 | -2.08% |
30 Sep, 18 | 192 | -7.25% |
30 Jun, 18 | 207 | -0.96% |
31 Mar, 18 | 209 | -2.34% |
31 Dec, 17 | 214 | 32.10% |
30 Sep, 17 | 162 | -1.22% |
30 Jun, 17 | 164 | -3.53% |
31 Mar, 17 | 170 | -1.16% |
31 Dec, 16 | 172 | 14.67% |
30 Sep, 16 | 150 | -8.54% |
30 Jun, 16 | 164 | 3.80% |
31 Mar, 16 | 158 | -2.47% |
31 Dec, 15 | 162 | 5.88% |
30 Sep, 15 | 153 | 0.66% |
30 Jun, 15 | 152 | 13.43% |
31 Mar, 15 | 134 | -2.19% |
31 Dec, 14 | 137 | 1.48% |
30 Sep, 14 | 135 | 275.00% |
30 Jun, 14 | 36 | - |
31 Dec, 10 | 1 | - |
Shares Outstanding Trend
Date | Shares Outstanding | Change % |
---|---|---|
30 Jun, 24 | 67,729,168 | 2.14% |
31 Mar, 24 | 66,310,017 | -3.14% |
31 Dec, 23 | 68,461,078 | 3.07% |
30 Sep, 23 | 66,422,185 | -1.83% |
30 Jun, 23 | 67,660,711 | -4.86% |
31 Mar, 23 | 71,120,446 | 14.45% |
31 Dec, 22 | 62,141,433 | 0.97% |
30 Sep, 22 | 61,544,961 | -1.49% |
30 Jun, 22 | 62,474,460 | -1.35% |
31 Mar, 22 | 63,329,421 | 8.91% |
31 Dec, 21 | 58,150,782 | 0.66% |
30 Sep, 21 | 57,769,560 | 0.86% |
30 Jun, 21 | 57,277,166 | 0.27% |
31 Mar, 21 | 57,122,706 | 1.06% |
31 Dec, 20 | 56,524,809 | 4.05% |
30 Sep, 20 | 54,323,388 | 3.47% |
30 Jun, 20 | 52,500,264 | 93.40% |
31 Mar, 20 | 27,146,408 | 0.24% |
31 Dec, 19 | 27,082,211 | 0.60% |
30 Sep, 19 | 26,921,836 | -2.94% |
30 Jun, 19 | 27,736,647 | -1.49% |
31 Mar, 19 | 28,156,598 | 2.18% |
31 Dec, 18 | 27,555,397 | -1.82% |
30 Sep, 18 | 28,066,676 | 1.76% |
30 Jun, 18 | 27,581,281 | 0.05% |
31 Mar, 18 | 27,566,582 | 3.35% |
31 Dec, 17 | 26,672,585 | 28.71% |
30 Sep, 17 | 20,722,606 | 4.64% |
30 Jun, 17 | 19,804,095 | 6.59% |
31 Mar, 17 | 18,579,660 | 8.64% |
31 Dec, 16 | 17,101,999 | 1.02% |
30 Sep, 16 | 16,929,197 | 0.21% |
30 Jun, 16 | 16,893,609 | 0.88% |
31 Mar, 16 | 16,746,250 | 3.24% |
31 Dec, 15 | 16,220,333 | -2.96% |
30 Sep, 15 | 16,715,898 | 1.16% |
30 Jun, 15 | 16,524,314 | 0.80% |
31 Mar, 15 | 16,393,327 | 3.91% |
31 Dec, 14 | 15,776,562 | 1.84% |
30 Sep, 14 | 15,490,840 | 189.07% |
30 Jun, 14 | 5,358,945 | - |
31 Dec, 10 | 120,724 | - |
Institutional Ownership Trend
Date | Ownership % | Change % |
---|---|---|
30 Jun, 24 | 88.77% | 1.18% |
31 Mar, 24 | 86.70% | 1.07% |
31 Dec, 23 | 89.92% | 1.18% |
30 Sep, 23 | 87.33% | 1.10% |
30 Jun, 23 | 89.14% | 1.02% |
31 Mar, 23 | 93.70% | 1.35% |
31 Dec, 22 | 83.35% | 1.26% |
30 Sep, 22 | 81.40% | 1.19% |
30 Jun, 22 | 82.79% | 1.05% |
31 Mar, 22 | 88.64% | 1.27% |
31 Dec, 21 | 83.49% | 1.23% |
30 Sep, 21 | 82.45% | 1.26% |
30 Jun, 21 | 80.82% | 1.25% |
31 Mar, 21 | 80.44% | 1.27% |
31 Dec, 20 | 79.68% | 1.36% |
30 Sep, 20 | 76.61% | 0.52% |
30 Jun, 20 | 121.20% | 1.85% |
31 Mar, 20 | 80.87% | 1.32% |
31 Dec, 19 | 78.36% | 1.25% |
30 Sep, 19 | 79.05% | 1.27% |
30 Jun, 19 | 79.05% | 1.25% |
31 Mar, 19 | 79.44% | 1.37% |
31 Dec, 18 | 76.21% | 1.30% |
30 Sep, 18 | 76.59% | 1.35% |
30 Jun, 18 | 75.20% | 1.33% |
31 Mar, 18 | 75.22% | 1.06% |
31 Dec, 17 | 84.26% | 1.66% |
30 Sep, 17 | 71.18% | 1.54% |
30 Jun, 17 | 68.07% | 1.65% |
31 Mar, 17 | 64.31% | 1.27% |
31 Dec, 16 | 71.26% | 1.43% |
30 Sep, 16 | 70.49% | 1.42% |
30 Jun, 16 | 70.40% | 1.44% |
31 Mar, 16 | 69.87% | 1.53% |
31 Dec, 15 | 67.68% | 1.39% |
30 Sep, 15 | 69.69% | 1.47% |
30 Jun, 15 | 68.91% | 1.47% |
31 Mar, 15 | 68.47% | 1.57% |
31 Dec, 14 | 66.02% | 1.57% |
30 Sep, 14 | 64.82% | 12.88% |
30 Jun, 14 | 22.43% | - |
31 Dec, 10 | 0.96% | - |
Institutional Increased Positions Trend
Date | Increased Positions | Change % |
---|---|---|
30 Jun, 24 | 175 | 28.68% |
31 Mar, 24 | 136 | -16.56% |
31 Dec, 23 | 163 | 16.43% |
30 Sep, 23 | 140 | -1.41% |
30 Jun, 23 | 142 | -21.11% |
31 Mar, 23 | 180 | 1.12% |
31 Dec, 22 | 178 | 26.24% |
30 Sep, 22 | 141 | 20.51% |
30 Jun, 22 | 117 | -27.33% |
31 Mar, 22 | 161 | 15.83% |
31 Dec, 21 | 139 | -10.32% |
30 Sep, 21 | 155 | 56.57% |
30 Jun, 21 | 99 | -25.56% |
31 Mar, 21 | 133 | 5.56% |
31 Dec, 20 | 126 | 22.33% |
30 Sep, 20 | 103 | -53.39% |
30 Jun, 20 | 221 | 156.98% |
31 Mar, 20 | 86 | -7.53% |
31 Dec, 19 | 93 | 22.37% |
30 Sep, 19 | 76 | 13.43% |
30 Jun, 19 | 67 | -30.93% |
31 Mar, 19 | 97 | 5.43% |
31 Dec, 18 | 92 | 12.20% |
30 Sep, 18 | 82 | -2.38% |
30 Jun, 18 | 84 | -3.45% |
31 Mar, 18 | 87 | -42.00% |
31 Dec, 17 | 150 | 97.37% |
30 Sep, 17 | 76 | -6.17% |
30 Jun, 17 | 81 | 1.25% |
31 Mar, 17 | 80 | -8.05% |
31 Dec, 16 | 87 | 47.46% |
30 Sep, 16 | 59 | -16.90% |
30 Jun, 16 | 71 | -22.83% |
31 Mar, 16 | 92 | 13.58% |
31 Dec, 15 | 81 | 14.08% |
30 Sep, 15 | 71 | - |
30 Jun, 15 | 71 | 33.96% |
31 Mar, 15 | 53 | -1.85% |
31 Dec, 14 | 54 | -52.21% |
30 Sep, 14 | 113 | 213.89% |
30 Jun, 14 | 36 | - |
31 Dec, 10 | 1 | - |
Institutional Reduced Positions Trend
Date | Reduced Positions | Change % |
---|---|---|
30 Jun, 24 | 115 | -21.77% |
31 Mar, 24 | 147 | 20.49% |
31 Dec, 23 | 122 | 6.09% |
30 Sep, 23 | 115 | 13.86% |
30 Jun, 23 | 101 | 7.45% |
31 Mar, 23 | 94 | - |
31 Dec, 22 | 94 | -9.62% |
30 Sep, 22 | 104 | -9.57% |
30 Jun, 22 | 115 | 29.21% |
31 Mar, 22 | 89 | -2.20% |
31 Dec, 21 | 91 | 40.00% |
30 Sep, 21 | 65 | -35.64% |
30 Jun, 21 | 101 | -4.72% |
31 Mar, 21 | 106 | 10.42% |
31 Dec, 20 | 96 | -7.69% |
30 Sep, 20 | 104 | 258.62% |
30 Jun, 20 | 29 | -57.97% |
31 Mar, 20 | 69 | -2.82% |
31 Dec, 19 | 71 | -1.39% |
30 Sep, 19 | 72 | -7.69% |
30 Jun, 19 | 78 | 20.00% |
31 Mar, 19 | 65 | 6.56% |
31 Dec, 18 | 61 | -3.17% |
30 Sep, 18 | 63 | -10.00% |
30 Jun, 18 | 70 | -6.67% |
31 Mar, 18 | 75 | 97.37% |
31 Dec, 17 | 38 | -33.33% |
30 Sep, 17 | 57 | 16.33% |
30 Jun, 17 | 49 | -10.91% |
31 Mar, 17 | 55 | -1.79% |
31 Dec, 16 | 56 | -6.67% |
30 Sep, 16 | 60 | 7.14% |
30 Jun, 16 | 56 | 55.56% |
31 Mar, 16 | 36 | -25.00% |
31 Dec, 15 | 48 | -7.69% |
30 Sep, 15 | 52 | 6.12% |
30 Jun, 15 | 49 | -2.00% |
31 Mar, 15 | 50 | -3.85% |
31 Dec, 14 | 52 | 300.00% |
30 Sep, 14 | 13 | - |
30 Jun, 14 | - | - |
31 Dec, 10 | - | - |
All Institutional Ownership Trend Data
Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
---|---|---|---|---|---|---|---|---|---|---|
30 Jun, 24 | 367 | - | 67,729,168 | 2.14% | 88.77% | 1.18% | 175 | 28.68% | 115 | -21.77% |
31 Mar, 24 | 367 | 2.51% | 66,310,017 | -3.14% | 86.70% | 1.07% | 136 | -16.56% | 147 | 20.49% |
31 Dec, 23 | 358 | 7.83% | 68,461,078 | 3.07% | 89.92% | 1.18% | 163 | 16.43% | 122 | 6.09% |
30 Sep, 23 | 332 | 1.84% | 66,422,185 | -1.83% | 87.33% | 1.10% | 140 | -1.41% | 115 | 13.86% |
30 Jun, 23 | 326 | -4.96% | 67,660,711 | -4.86% | 89.14% | 1.02% | 142 | -21.11% | 101 | 7.45% |
31 Mar, 23 | 343 | -2.28% | 71,120,446 | 14.45% | 93.70% | 1.35% | 180 | 1.12% | 94 | - |
31 Dec, 22 | 351 | 4.46% | 62,141,433 | 0.97% | 83.35% | 1.26% | 178 | 26.24% | 94 | -9.62% |
30 Sep, 22 | 336 | 7.01% | 61,544,961 | -1.49% | 81.40% | 1.19% | 141 | 20.51% | 104 | -9.57% |
30 Jun, 22 | 314 | -2.18% | 62,474,460 | -1.35% | 82.79% | 1.05% | 117 | -27.33% | 115 | 29.21% |
31 Mar, 22 | 321 | 4.56% | 63,329,421 | 8.91% | 88.64% | 1.27% | 161 | 15.83% | 89 | -2.20% |
31 Dec, 21 | 307 | 1.99% | 58,150,782 | 0.66% | 83.49% | 1.23% | 139 | -10.32% | 91 | 40.00% |
30 Sep, 21 | 301 | 3.44% | 57,769,560 | 0.86% | 82.45% | 1.26% | 155 | 56.57% | 65 | -35.64% |
30 Jun, 21 | 291 | -5.21% | 57,277,166 | 0.27% | 80.82% | 1.25% | 99 | -25.56% | 101 | -4.72% |
31 Mar, 21 | 307 | 7.72% | 57,122,706 | 1.06% | 80.44% | 1.27% | 133 | 5.56% | 106 | 10.42% |
31 Dec, 20 | 285 | 8.78% | 56,524,809 | 4.05% | 79.68% | 1.36% | 126 | 22.33% | 96 | -7.69% |
30 Sep, 20 | 262 | -4.38% | 54,323,388 | 3.47% | 76.61% | 0.52% | 103 | -53.39% | 104 | 258.62% |
30 Jun, 20 | 274 | 50.55% | 52,500,264 | 93.40% | 121.20% | 1.85% | 221 | 156.98% | 29 | -57.97% |
31 Mar, 20 | 182 | -9.00% | 27,146,408 | 0.24% | 80.87% | 1.32% | 86 | -7.53% | 69 | -2.82% |
31 Dec, 19 | 200 | 5.82% | 27,082,211 | 0.60% | 78.36% | 1.25% | 93 | 22.37% | 71 | -1.39% |
30 Sep, 19 | 189 | 3.85% | 26,921,836 | -2.94% | 79.05% | 1.27% | 76 | 13.43% | 72 | -7.69% |
30 Jun, 19 | 182 | -3.19% | 27,736,647 | -1.49% | 79.05% | 1.25% | 67 | -30.93% | 78 | 20.00% |
31 Mar, 19 | 188 | - | 28,156,598 | 2.18% | 79.44% | 1.37% | 97 | 5.43% | 65 | 6.56% |
31 Dec, 18 | 188 | -2.08% | 27,555,397 | -1.82% | 76.21% | 1.30% | 92 | 12.20% | 61 | -3.17% |
30 Sep, 18 | 192 | -7.25% | 28,066,676 | 1.76% | 76.59% | 1.35% | 82 | -2.38% | 63 | -10.00% |
30 Jun, 18 | 207 | -0.96% | 27,581,281 | 0.05% | 75.20% | 1.33% | 84 | -3.45% | 70 | -6.67% |
31 Mar, 18 | 209 | -2.34% | 27,566,582 | 3.35% | 75.22% | 1.06% | 87 | -42.00% | 75 | 97.37% |
31 Dec, 17 | 214 | 32.10% | 26,672,585 | 28.71% | 84.26% | 1.66% | 150 | 97.37% | 38 | -33.33% |
30 Sep, 17 | 162 | -1.22% | 20,722,606 | 4.64% | 71.18% | 1.54% | 76 | -6.17% | 57 | 16.33% |
30 Jun, 17 | 164 | -3.53% | 19,804,095 | 6.59% | 68.07% | 1.65% | 81 | 1.25% | 49 | -10.91% |
31 Mar, 17 | 170 | -1.16% | 18,579,660 | 8.64% | 64.31% | 1.27% | 80 | -8.05% | 55 | -1.79% |
31 Dec, 16 | 172 | 14.67% | 17,101,999 | 1.02% | 71.26% | 1.43% | 87 | 47.46% | 56 | -6.67% |
30 Sep, 16 | 150 | -8.54% | 16,929,197 | 0.21% | 70.49% | 1.42% | 59 | -16.90% | 60 | 7.14% |
30 Jun, 16 | 164 | 3.80% | 16,893,609 | 0.88% | 70.40% | 1.44% | 71 | -22.83% | 56 | 55.56% |
31 Mar, 16 | 158 | -2.47% | 16,746,250 | 3.24% | 69.87% | 1.53% | 92 | 13.58% | 36 | -25.00% |
31 Dec, 15 | 162 | 5.88% | 16,220,333 | -2.96% | 67.68% | 1.39% | 81 | 14.08% | 48 | -7.69% |
30 Sep, 15 | 153 | 0.66% | 16,715,898 | 1.16% | 69.69% | 1.47% | 71 | - | 52 | 6.12% |
30 Jun, 15 | 152 | 13.43% | 16,524,314 | 0.80% | 68.91% | 1.47% | 71 | 33.96% | 49 | -2.00% |
31 Mar, 15 | 134 | -2.19% | 16,393,327 | 3.91% | 68.47% | 1.57% | 53 | -1.85% | 50 | -3.85% |
31 Dec, 14 | 137 | 1.48% | 15,776,562 | 1.84% | 66.02% | 1.57% | 54 | -52.21% | 52 | 300.00% |
30 Sep, 14 | 135 | 275.00% | 15,490,840 | 189.07% | 64.82% | 12.88% | 113 | 213.89% | 13 | - |
30 Jun, 14 | 36 | - | 5,358,945 | - | 22.43% | - | 36 | - | - | - |
31 Dec, 10 | 1 | - | 120,724 | - | 0.96% | - | 1 | - | - | - |
SouthState Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
---|
Insider Sells
All Insider Owners Trades
SouthState Insider Ownership Trends
All Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q3 2024 | 3 | 2 | 150.00% |
Q2 2024 | 13 | 1 | 1300.00% |
Q1 2024 | 62 | 26 | 238.46% |
Q4 2023 | 11 | 5 | 220.00% |
Q3 2023 | 1 | 4 | 25.00% |
Q2 2023 | 19 | 11 | 172.73% |
Q1 2023 | 55 | 29 | 189.66% |
Q4 2022 | 11 | 8 | 137.50% |
Q3 2022 | - | 8 | - |
Q2 2022 | 32 | 11 | 290.91% |
Q1 2022 | 38 | 28 | 135.71% |
Q4 2021 | 15 | 9 | 166.67% |
Q3 2021 | 3 | - | - |
Q2 2021 | 13 | 4 | 325.00% |
Q1 2021 | 32 | 24 | 133.33% |
Q4 2020 | 1 | 19 | 5.26% |
Q3 2020 | 2 | 1 | 200.00% |
Q2 2020 | 28 | 37 | 75.68% |
Q1 2020 | 5 | 12 | 41.67% |
Q4 2019 | 1 | 4 | 25.00% |
Open Market Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q3 2024 | - | - | - |
Q2 2024 | - | - | - |
Q1 2024 | - | 4 | - |
Q4 2023 | 1 | 1 | 100.00% |
Q3 2023 | - | 1 | - |
Q2 2023 | - | 1 | - |
Q1 2023 | 1 | 14 | 7.14% |
Q4 2022 | 1 | 7 | 14.29% |
Q3 2022 | - | 8 | - |
Q2 2022 | 1 | - | - |
Q1 2022 | - | 6 | - |
Q4 2021 | - | 3 | - |
Q3 2021 | 3 | - | - |
Q2 2021 | - | 4 | - |
Q1 2021 | - | 10 | - |
Q4 2020 | - | 9 | - |
Q3 2020 | 1 | - | - |
Q2 2020 | 2 | - | - |
Q1 2020 | 2 | - | - |
Q4 2019 | - | 1 | - |
SouthState Peer Ownership
Ticker | Company |
---|---|
SFST | Southern First Bancshares, Inc. |
PNFP | Pinnacle Financial Partners, Inc. |
SFBS | ServisFirst Bancshares, Inc. |
GSBC | Great Southern Bancorp, Inc. |
WSFS | WSFS Financial Corporation |
MBWM | Mercantile Bank Corporation |
HTH | Hilltop Holdings Inc. |
FNWD | Finward Bancorp |
LBC | Luther Burbank Corporation |
UCBI | United Community Banks, Inc. |
FBNC | First Bancorp |
CWBC | Community West Bancshares |
IBOC | International Bancshares Corporation |
FMBH | First Mid Bancshares, Inc. |
RRBI | Red River Bancshares, Inc. |
FBK | FB Financial Corporation |
NBHC | National Bank Holdings Corporation |
SMBK | SmartFinancial, Inc. |
FRAF | Franklin Financial Services Corporation |
SSB Ownership FAQ
Who Owns SouthState?
SouthState is owned by institutional shareholders (88.77%), insiders (0.92%), and public (10.31%). The largest institutional shareholder of SouthState is BLACKROCK INC. (12.51% of total shares) and the top mutual fund owner is TAX MANAGED SMALL CAP PORTFOLIO (0.76% of total shares).
Who are the major institutional shareholders of SouthState?
SouthState's major institutional shareholders are BLACKROCK INC., VANGUARD GROUP INC, STATE STREET CORP, T. ROWE PRICE INVESTMENT MANAGEMENT, INC., and DIMENSIONAL FUND ADVISORS LP. The top five shareholders own together 37.26% of the company's share outstanding.
How many SouthState shareholders are there?
As of Jun 2024, there are 367 institutional shareholders of SouthState.
What percentage of SouthState is owned by BLACKROCK INC?
BLACKROCK INC owns 9.54M shares of SouthState, representing 12.51% of the company's total shares outstanding, valued at $729.34M (as of Jun 2024).
What percentage of SouthState is owned by VANGUARD GROUP INC?
As of Jun 2024, VANGUARD GROUP INC holds 8.39M shares of SouthState (SSB), compromising 10.99% of the company, valued at $640.79M.
What percentage of SouthState is owned by STATE STREET CORP?
STATE STREET CORP is the third largest holder of SouthState. The company owns 3.64M of the company's shares outstanding (worth $278.15B).