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SouthState Ownership | Who Owns SouthState?

OverviewForecastRevenueFinancialsChartTranscripts

SouthState Ownership Summary

SouthState is owned by 88.62% institutional investors, 0.93% insiders, and 10.45% retail investors. Blackrock is the largest institutional shareholder, holding 12.51% of SSB shares. iShares Core S&P Mid-Cap ETF is the top mutual fund, with 3.26% of its assets in SouthState shares.

SSB Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockSouthState88.62%0.93%10.45%
SectorFinancial Services Stocks 86.48%14.02%-0.50%
IndustryRegional Banks Stocks51.80%12.03%36.18%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock9.54M12.51%$729.34M
Vanguard group8.39M10.99%$640.79M
State street3.64M4.77%$278.15M
T. rowe price investment management3.53M4.63%$269.82M
Dimensional fund advisors lp3.33M4.36%$254.39M
Victory capital management2.80M3.67%$214.16M
Franklin resources1.94M2.54%$148.19M
Geode capital management1.79M2.34%$136.74M
American century companies1.69M2.21%$128.83M
Morgan stanley1.62M2.12%$123.74M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Channing capital management1.03M2.16%$78.80M
Salzhauer michael32.91K1.68%$3.27M
Petiole usa25.71K1.65%$1.97M
Forest hill capital25.00K1.58%$1.91M
Tributary capital management202.53K1.56%$20.15M
Red spruce capital33.02K1.46%$3.28M
Mesirow institutional investment management201.72K1.35%$15.42M
Prospector partners121.24K1.04%$9.26M
Keeley-teton advisors105.05K1.03%$8.03M
Nbc securities96.000.88%$9.56K

Top Buyers

HolderShares% AssetsChange
Norges bank588.16K0.01%588.16K
Dimensional fund advisors lp3.33M0.07%371.99K
Macquarie group1.15M0.10%219.26K
Assenagon asset management216.10K0.03%216.10K
Channing capital management1.03M2.16%185.89K

Top Sellers

HolderShares% AssetsChange
T. rowe price investment management3.53M0.17%-469.54K
Fenimore asset management---418.01K
Jupiter asset management---353.70K
Point72 asset management---189.66K
Elequin securities---157.24K

New Positions

HolderShares% AssetsChangeValue
Norges bank588.16K0.01%588.16K$44.95M
Assenagon asset management216.10K0.03%216.10K$21.50M
Corebridge financial136.69K0.06%136.69K$10.45M
Exoduspoint capital management, lp118.69K0.06%118.69K$9.07M
Voloridge investment management96.65K0.03%96.65K$7.39M

Sold Out

HolderChange
Harbor investment advisory-1.00
Tfo-tdc-3.00
Avion wealth-6.00
Core wealth advisors-15.00
Benjamin f. edwards & company-23.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 20243820.79%67,614,140-0.45%881.12%166-7.26%1287.56%
Jun 30, 20243741.63%67,861,2602.33%881.18%17629.41%118-19.73%
Mar 31, 20243682.51%66,318,822-3.14%861.07%136-16.56%14720.49%
Dec 31, 20233597.81%68,469,8833.07%891.18%16316.43%1226.09%
Sep 30, 20233331.83%66,430,990-1.83%871.10%140-1.41%11513.86%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
iShares Core S&P Mid-Cap ETF2.48M3.26%8.18K
Vanguard Total Stock Mkt Idx Inv2.36M3.09%-23.50K
iShares Russell 2000 ETF2.06M2.70%-7.90K
Vanguard Small Cap Index1.91M2.50%-14.92K
Vanguard Small Cap Value Index Inv1.27M1.66%-33.19K
T. Rowe Price Small-Cap Value1.23M1.61%-
American Funds SMALLCAP World A1.22M1.60%-
American Century Small Cap Value Inv1.19M1.56%-140.00K
American Century U.S. Small Cap Value1.19M1.56%-140.00K
Franklin Small Cap Value SMA Composite1.18M1.55%1.18M

Recent Insider Transactions

DateNameRoleActivityValue
Jan 29, 2025MATTHEWS WILLIAM E V Chief Financial OfficerSell$707.24K
Dec 02, 2024BROOKS RENEE R Chief Operating OfficerSell$759.44K
Nov 12, 2024DAVIS JEAN E-Sell$221.22K
Nov 11, 2024BOCKHORST DANIEL E Chief Credit OfficerSell$330.00K
Sep 20, 2024MATTHEWS WILLIAM E V Chief Financial OfficerSell$500.00K

Insider Transactions Trends

DateBuySell
2024 Q4-3
2024 Q3-2
2024 Q2--
2024 Q1-4
2023 Q411

SSB Ownership FAQ

Who Owns SouthState?

SouthState shareholders are primarily institutional investors at 88.62%, followed by 0.93% insiders and 10.45% retail investors. The average institutional ownership in SouthState's industry, Regional Banks Stocks, is 51.80%, which SouthState exceeds.

Who owns the most shares of SouthState?

SouthState’s largest shareholders are Blackrock (9.54M shares, 12.51%), Vanguard group (8.39M shares, 10.99%), and State street (3.64M shares, 4.77%). Together, they hold 28.27% of SouthState’s total shares outstanding.

Does Blackrock own SouthState?

Yes, BlackRock owns 12.51% of SouthState, totaling 9.54M shares as of Jun 2024. This represents 0.02% of BlackRock's total assets, with a market value of 729.34M$. In the last quarter, BlackRock increased its holdings by 78.92K shares, a 0.83% change.

Who is SouthState’s biggest shareholder by percentage of total assets invested?

Channing capital management is SouthState’s biggest shareholder by percentage of total assets invested, with 2.16% of its assets in 1.03M SouthState shares, valued at 78.8M$.

Who is the top mutual fund holder of SouthState shares?

iShares Core S&P Mid-Cap ETF is the top mutual fund holder of SouthState shares, with 3.26% of its total shares outstanding invested in 2.48M SouthState shares.

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