SouthState Ownership | Who Owns SouthState?

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SouthState Ownership Summary

SouthState is owned by 88.94% institutional investors, 0.94% insiders, and 10.12% 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 3.14% of its assets in SouthState shares.

SSB Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	SouthState	88.94%	0.94%	10.12%
Sector	Financial Services Stocks	43.60%	12.77%	43.63%
Industry	Regional Banks Stocks	49.77%	11.61%	38.62%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	9.54M	12.51%	$729.34M
Vanguard group	8.39M	10.99%	$640.79M
State street	3.64M	4.77%	$278.15M
T. rowe price investment management	3.53M	4.63%	$269.82M
Dimensional fund advisors lp	3.33M	4.36%	$254.39M
Victory capital management	2.80M	3.67%	$214.16M
Franklin resources	1.94M	2.54%	$148.19M
Geode capital management	1.79M	2.34%	$136.74M
American century companies	1.69M	2.21%	$128.83M
Morgan stanley	1.62M	2.12%	$123.74M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Channing capital management	1.03M	2.16%	$78.80M
Salzhauer michael	32.91K	1.96%	$2.52M
Tributary capital management	274.71K	1.74%	$20.99M
Petiole usa	25.71K	1.65%	$1.97M
Forest hill capital	25.00K	1.58%	$1.91M
Mesirow institutional investment management	201.72K	1.35%	$15.42M
Prospector partners	121.24K	1.04%	$9.26M
Keeley-teton advisors	105.05K	1.03%	$8.03M
Fenimore asset management	583.74K	0.98%	$44.61M
Segall bryant & hamill	599.23K	0.81%	$45.79M

Top Buyers

Holder	Shares	% Assets	Change
Norges bank	588.16K	0.01%	588.16K
Dimensional fund advisors lp	3.33M	0.07%	371.99K
Macquarie group	1.15M	0.10%	219.26K
Channing capital management	1.03M	2.16%	185.89K
Goldman sachs group	815.80K	0.01%	180.07K

Top Sellers

Holder	Shares	% Assets	Change
T. rowe price investment management	3.53M	0.17%	-469.54K
Jupiter asset management	-	-	-353.70K
Point72 asset management	-	-	-189.66K
Elequin securities	-	-	-157.24K
Penn capital management company	-	-	-157.24K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	588.16K	0.01%	588.16K	$44.95M
Corebridge financial	136.69K	0.06%	136.69K	$10.45M
Exoduspoint capital management, lp	118.69K	0.06%	118.69K	$9.07M
Voloridge investment management	96.65K	0.03%	96.65K	$7.39M
F/m investments	95.58K	0.26%	95.58K	$7.30M

Sold Out

Holder	Change
Harbor investment advisory	-1.00
Tfo-tdc	-3.00
Avion wealth	-6.00
Geneos wealth management	-15.00
Core wealth advisors	-15.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Sep 30, 2023	333	1.83%	66,430,990	-1.83%	87	1.10%	140	-1.41%	115	13.86%
Jun 30, 2023	327	-4.94%	67,669,516	-4.86%	89	1.02%	142	-21.11%	101	7.45%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Mid-Cap ETF	2.40M	3.14%	1.30K
Vanguard Total Stock Mkt Idx Inv	2.39M	3.13%	-7.22K
iShares Russell 2000 ETF	1.97M	2.58%	-4.42K
Vanguard Small Cap Index	1.91M	2.51%	3.75K
American Century Small Cap Value Inv	1.33M	1.74%	-10.00K
American Century U.S. Small Cap Value	1.33M	1.74%	-10.00K
Vanguard Small Cap Value Index Inv	1.29M	1.69%	-444.00
T. Rowe Price Small-Cap Value	1.24M	1.63%	-11.20K
American Funds SMALLCAP World A	1.22M	1.60%	-
Franklin Small Cap Value A	1.18M	1.55%	-81.38K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Nov 12, 2024	DAVIS JEAN E	-	Sell	$221.22K
Nov 11, 2024	BOCKHORST DANIEL E	Chief Credit Officer	Sell	$330.00K
Sep 20, 2024	MATTHEWS WILLIAM E V	Chief Financial Officer	Sell	$500.00K
Sep 18, 2024	BOCKHORST DANIEL E	Chief Credit Officer	Sell	$250.00K
Mar 20, 2024	MURRAY RICHARD IV	President	Sell	$401.06K

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	-	2
2024 Q3	-	2
2024 Q2	-	-
2024 Q1	-	4
2023 Q4	1	1

SSB Ownership FAQ

Who Owns SouthState?

SouthState shareholders are primarily institutional investors at 88.94%, followed by 0.94% insiders and 10.12% retail investors. The average institutional ownership in SouthState's industry, Regional Banks Stocks, is 49.77%, 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 3.14% of its total shares outstanding invested in 2.4M SouthState shares.

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