Southern States Bancshares Ownership | Who Owns Southern States Bancshares?


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Southern States Bancshares Ownership Summary


Southern States Bancshares is owned by 54.75% institutional investors, 15.08% insiders, and 30.17% retail investors. Strategic value bank partners is the largest institutional shareholder, holding 9.52% of SSBK shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.22% of its assets in Southern States Bancshares shares.

SSBK Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockSouthern States Bancshares54.75%15.08%30.17%
SectorFinancial Services Stocks 43.66%12.57%43.78%
IndustryRegional Banks Stocks49.60%11.62%38.78%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Strategic value bank partners848.40K9.52%$23.03M
Davis asset management774.05K8.68%$21.01M
Banc funds742.65K8.33%$20.16M
Blackrock491.36K5.51%$13.34M
Vanguard group356.15K4.00%$9.67M
Alliancebernstein344.02K3.86%$9.34M
Geode capital management169.36K1.90%$4.60M
Rmb capital management125.00K1.40%$3.39M
Mendon capital advisors125.00K1.40%$3.39M
Waverly advisors124.01K1.39%$3.37M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Strategic value bank partners848.40K15.26%$23.03M
Banc funds742.65K2.39%$20.16M
Mendon capital advisors125.00K1.88%$3.39M
Davis asset management774.05K0.94%$21.01M
Ejf capital24.53K0.49%$665.74K
Caldwell sutter capital18.59K0.25%$504.64K
Rmb capital management125.00K0.08%$3.39M
Waverly advisors124.01K0.07%$3.37M
Bridgeway capital management63.20K0.04%$1.72M
Globeflex capital l p6.57K0.02%$178.39K

Top Buyers

HolderShares% AssetsChange
Stifel financial52.03K0.00%52.03K
Blackrock491.36K0.00%48.99K
Ejf capital24.53K0.49%24.53K
Geode capital management169.36K0.00%18.25K
Citadel advisors12.17K0.00%12.17K

Top Sellers

HolderShares% AssetsChange
Segall bryant & hamill---30.94K
Alliancebernstein344.02K0.00%-7.86K
Jpmorgan chase7.14K--6.18K
Caldwell sutter capital18.59K0.25%-5.90K
Ubs group3.46K--4.31K

New Positions

HolderShares% AssetsChangeValue
Ejf capital24.53K0.49%24.53K$665.74K
Citadel advisors12.17K0.00%12.17K$330.38K
Connor, clark & lunn investment management11.50K0.00%11.50K$312.16K
Squarepoint ops9.47K0.00%9.47K$257.07K
Acadian asset management9.08K0.00%9.08K$245.00K

Sold Out

HolderChange
Metropolitan life insurance co/ny-440.00
American group-3.74K
Segall bryant & hamill-30.94K

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Jun 30, 20246423.08%4,880,0005.46%541.98%40110.53%12-40.00%
Mar 31, 202452-3.70%4,627,562-3.70%521.78%19-34.48%20122.22%
Dec 31, 2023545.88%4,805,4327.88%542.10%2920.83%9-35.71%
Sep 30, 2023518.51%4,454,583-0.57%501.94%24-17.24%1440.00%
Jun 30, 20234717.50%4,480,0266.22%512.21%2916.00%1025.00%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Vanguard Total Stock Mkt Idx Inv219.76K2.22%-
iShares Russell 2000 ETF208.98K2.11%-476.00
RMB Mendon Financial Services A120.00K1.21%-
Vanguard Institutional Extnd Mkt Idx Tr91.78K0.93%-
Fidelity Small Cap Index84.67K0.86%-2.23K
iShares Russell 2000 Value ETF79.91K0.81%-
Kennedy Micro Cap Opportunities62.14K0.70%37.20K
Fidelity Extended Market Index38.95K0.39%562.00
Bridgeway Omni Small-Cap Value N35.00K0.39%-
Vanguard Russell 2000 ETF38.00K0.38%-238.00

Recent Insider Transactions


DateNameRoleActivityValue
Aug 30, 2024Hitson Brent O.-Sell$62.34K
Aug 26, 2024Pumroy Jay F.-Sell$96.23K
Jul 26, 2024Hitson Brent O.-Sell$190.92K
Jul 26, 2024JOYCE LYNN J Chief Financial OfficerSell$34.25K
Jul 24, 2024JOYCE LYNN J Chief Financial OfficerSell$64.30K

Insider Transactions Trends


DateBuySell
2024 Q4--
2024 Q3-5
2024 Q2--
2024 Q111
2023 Q4--

SSBK Ownership FAQ


Who Owns Southern States Bancshares?

Southern States Bancshares shareholders are primarily institutional investors at 54.75%, followed by 15.08% insiders and 30.17% retail investors. The average institutional ownership in Southern States Bancshares's industry, Regional Banks Stocks, is 49.60%, which Southern States Bancshares exceeds.

Who owns the most shares of Southern States Bancshares?

Southern States Bancshares’s largest shareholders are Strategic value bank partners (848.4K shares, 9.52%), Davis asset management (774.05K shares, 8.68%), and Banc funds (742.65K shares, 8.33%). Together, they hold 26.53% of Southern States Bancshares’s total shares outstanding.

Does Blackrock own Southern States Bancshares?

Yes, BlackRock owns 5.51% of Southern States Bancshares, totaling 491.36K shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 13.34M$. In the last quarter, BlackRock increased its holdings by 48.99K shares, a 11.07% change.

Who is Southern States Bancshares’s biggest shareholder by percentage of total assets invested?

Strategic value bank partners is Southern States Bancshares’s biggest shareholder by percentage of total assets invested, with 15.26% of its assets in 848.4K Southern States Bancshares shares, valued at 23.03M$.

Who is the top mutual fund holder of Southern States Bancshares shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Southern States Bancshares shares, with 2.22% of its total shares outstanding invested in 219.76K Southern States Bancshares shares.

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