SouthState Ownership | Who Owns SouthState?

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SouthState Ownership Summary

SouthState is owned by 28.47% institutional investors, 0.88% insiders, and 70.65% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 12.89% of SSB shares. iShares Core S&P Mid-Cap ETF is the top mutual fund, with 3.16% of its assets in SouthState shares.

SSB Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	SouthState	28.47%	0.88%	70.65%
Sector	Financial Services Stocks	40.29%	14.61%	45.11%
Industry	Regional Banks Stocks	42.21%	12.07%	45.72%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock funding, inc. /de	9.84M	12.89%	$978.74M
Blackrock	9.54M	12.51%	$729.34M
Vanguard group	8.44M	11.06%	$839.79M
State street	3.92M	5.14%	$390.43M
T. rowe price investment management	3.47M	4.54%	$344.95M
Dimensional fund advisors lp	3.39M	4.45%	$337.45M
Victory capital management	2.15M	2.82%	$213.88M
Geode capital management	1.91M	2.51%	$192.53M
Franklin resources	1.68M	2.21%	$167.45M
Morgan stanley	1.62M	2.12%	$123.74M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Channing capital management	1.00M	2.65%	$99.49M
Advisory research	129.10K	2.13%	$12.84M
Prospector partners	186.06K	2.05%	$18.51M
Forest hill capital	25.00K	1.92%	$2.49M
Stieven capital advisors	106.20K	1.88%	$10.56M
Salzhauer michael	32.91K	1.68%	$3.27M
Fj capital management	143.98K	1.66%	$14.32M
Petiole usa	25.71K	1.61%	$2.56M
Tributary capital management	202.53K	1.56%	$20.15M
Red spruce capital	33.02K	1.46%	$3.28M

Top Buyers

Holder	Shares	% Assets	Change
Westwood group	727.34K	0.56%	696.01K
Norges bank	676.12K	0.01%	676.12K
Capital research global investors	606.26K	0.01%	606.26K
Fmr	502.90K	0.00%	379.60K
State street	3.92M	0.02%	335.07K

Top Sellers

Holder	Shares	% Assets	Change
Millennium management	143.03K	0.01%	-1.14M
Fenimore asset management	-	-	-418.01K
Jupiter asset management	-	-	-353.70K
Kodai capital management lp	-	-	-292.69K
Victory capital management	2.15M	0.21%	-238.10K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	676.12K	0.01%	676.12K	$67.26M
Capital research global investors	606.26K	0.01%	606.26K	$60.31M
Assenagon asset management	216.10K	0.03%	216.10K	$21.50M
Adage capital partners gp	118.80K	0.02%	118.80K	$11.82M
First trust capital management	113.11K	0.86%	113.11K	$11.25M

Sold Out

Holder	Change
Harbor investment advisory	-1.00
Tfo-tdc	-3.00
Claris advisors, llc / mo /	-5.00
Avion wealth	-6.00
Quest partners	-7.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2024	191	-50.65%	21,721,741	-67.92%	28	0.36%	85	-49.40%	54	-58.46%
Sep 30, 2024	382	0.79%	67,614,140	-0.45%	88	1.12%	166	-7.26%	128	7.56%
Jun 30, 2024	374	1.63%	67,861,260	2.33%	88	1.18%	176	29.41%	118	-19.73%
Mar 31, 2024	368	2.51%	66,318,822	-3.14%	86	1.07%	136	-16.56%	147	20.49%
Dec 31, 2023	359	7.81%	68,469,883	3.07%	89	1.18%	163	16.43%	122	6.09%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Mid-Cap ETF	3.21M	3.16%	5.63K
Vanguard Total Stock Mkt Idx Inv	3.02M	2.98%	1.58K
iShares Russell 2000 ETF	2.60M	2.56%	-22.50K
Vanguard Small Cap Index	2.45M	2.42%	2.00K
Vanguard US Total Market Shares ETF	2.40M	2.36%	1.60K
American Funds SMALLCAP World A	1.22M	1.60%	-
Vanguard Small Cap Value Index Inv	1.62M	1.59%	-5.67K
American Century U.S. Small Cap Value	1.19M	1.56%	-140.00K
American Century Small Cap Value Inv	1.19M	1.56%	-140.00K
Vanguard Institutional Extnd Mkt Idx Tr	1.49M	1.47%	8.94K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Mar 10, 2025	Froetscher Janet P	-	Buy	$250.02K
Mar 06, 2025	SMITH G STACY	-	Buy	$290.16K
Mar 03, 2025	ARANA SARA	Chief Accounting Officer	Sell	$200.65K
Jan 29, 2025	MATTHEWS WILLIAM E V	Chief Financial Officer	Sell	$707.24K
Dec 02, 2024	BROOKS RENEE R	Chief Operating Officer	Sell	$759.44K

Insider Transactions Trends

Date	Buy	Sell
2025 Q1	2	2
2024 Q4	-	3
2024 Q3	-	2
2024 Q2	-	-
2024 Q1	-	4

SSB Ownership FAQ

Who Owns SouthState?

SouthState shareholders are primarily institutional investors at 28.47%, followed by 0.88% insiders and 70.65% retail investors. The average institutional ownership in SouthState's industry, Regional Banks Stocks, is 42.21%, which SouthState falls below.

Who owns the most shares of SouthState?

SouthState’s largest shareholders are Blackrock funding, inc. /de (9.84M shares, 12.89%), Blackrock (9.54M shares, 12.51%), and Vanguard group (8.44M shares, 11.06%). Together, they hold 36.47% 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 2.65% of its assets in 1M SouthState shares, valued at 99.49M$.

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 3.16% of its total shares outstanding invested in 3.21M SouthState shares.

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