Southern States Bancshares Ownership | Who Owns Southern States Bancshares?

Southern States Bancshares Ownership Summary

Southern States Bancshares is owned by 17.61% institutional investors, 15.03% insiders, and 67.36% retail investors. Strategic value bank partners is the largest institutional shareholder, holding 8.83% of SSBK shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.39% of its assets in Southern States Bancshares shares.

SSBK Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Southern States Bancshares	17.61%	15.03%	67.36%
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
Strategic value bank partners	848.50K	8.83%	$28.26M
Davis asset management	774.05K	8.06%	$25.78M
Banc funds	695.81K	7.24%	$23.18M
Blackrock funding, inc. /de	555.26K	5.78%	$18.50M
Blackrock	491.36K	5.51%	$13.34M
Vanguard group	403.00K	4.19%	$13.42M
Alliancebernstein	334.30K	3.48%	$11.14M
Geode capital management	177.92K	1.85%	$5.93M
Waverly advisors	124.01K	1.39%	$3.37M
Rmb capital management	120.00K	1.25%	$4.00M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Strategic value bank partners	848.50K	18.24%	$28.26M
Banc funds	695.81K	2.56%	$23.18M
Mendon capital advisors	120.00K	1.97%	$4.00M
Davis asset management	774.05K	1.05%	$25.78M
Ejf capital	25.35K	0.58%	$844.34K
Caldwell sutter capital	18.59K	0.29%	$619.37K
Marietta wealth management	29.32K	0.14%	$976.82K
Private capital management	38.31K	0.13%	$1.28M
Oneascent wealth management	9.74K	0.13%	$324.00K
Eam investors	20.14K	0.10%	$670.96K

Top Buyers

Holder	Shares	% Assets	Change
Blackrock	491.36K	0.00%	48.99K
Private capital management	38.31K	0.13%	38.31K
Marietta wealth management	29.32K	0.14%	29.32K
Vanguard group	403.00K	0.00%	29.27K
Blackrock funding, inc. /de	555.26K	0.00%	25.26K

Top Sellers

Holder	Shares	% Assets	Change
Segall bryant & hamill	-	-	-30.94K
Banc funds	695.81K	2.56%	-21.40K
Millennium management	9.37K	0.00%	-13.06K
Man group	-	-	-9.70K
Renaissance	51.90K	0.00%	-7.20K

New Positions

Holder	Shares	% Assets	Change	Value
Private capital management	38.31K	0.13%	38.31K	$1.28M
Marietta wealth management	29.32K	0.14%	29.32K	$976.82K
Eam investors	20.14K	0.10%	20.14K	$670.96K
Bailard	13.57K	0.01%	13.57K	$452.18K
Citadel advisors	12.17K	0.00%	12.17K	$330.38K

Sold Out

Holder	Change
True wealth design	-3.00
Russell investments group	-17.00
Srs capital advisors	-28.00
Capital performance advisors llp	-37.00
Federated hermes	-45.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2024	25	-67.95%	1,691,820	-66.74%	17	0.63%	15	-64.29%	3	-81.25%
Sep 30, 2024	78	21.88%	5,086,954	4.24%	52	1.77%	42	5.00%	16	33.33%
Jun 30, 2024	64	23.08%	4,880,000	5.46%	54	1.98%	40	110.53%	12	-40.00%
Mar 31, 2024	52	-3.70%	4,627,562	-3.70%	52	1.78%	19	-34.48%	20	122.22%
Dec 31, 2023	54	5.88%	4,805,432	7.88%	54	2.10%	29	20.83%	9	-35.71%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	236.46K	2.39%	2.68K
iShares Russell 2000 ETF	232.08K	2.34%	-2.04K
Vanguard Institutional Extnd Mkt Idx Tr	122.45K	1.24%	-
RMB Mendon Financial Services A	120.00K	1.21%	-
Fidelity Small Cap Index	82.22K	0.83%	-1.54K
iShares Russell 2000 Value ETF	76.94K	0.78%	-
Kennedy Micro Cap Opportunities	72.34K	0.73%	1.59K
Fidelity Extended Market Index	40.40K	0.41%	-257.00
Vanguard Russell 2000 ETF	38.11K	0.39%	889.00
Bridgeway Omni Small-Cap Value N	35.00K	0.35%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Aug 30, 2024	Hitson Brent O.	-	Sell	$62.34K
Aug 26, 2024	Pumroy Jay F.	-	Sell	$96.23K
Jul 26, 2024	Hitson Brent O.	-	Sell	$190.92K
Jul 26, 2024	JOYCE LYNN J	Chief Financial Officer	Sell	$34.25K
Jul 24, 2024	JOYCE LYNN J	Chief Financial Officer	Sell	$64.30K

Insider Transactions Trends

Date	Buy	Sell
2025 Q1	-	-
2024 Q4	-	-
2024 Q3	-	5
2024 Q2	-	-
2024 Q1	1	1

SSBK Ownership FAQ

Who Owns Southern States Bancshares?

Southern States Bancshares shareholders are primarily institutional investors at 17.61%, followed by 15.03% insiders and 67.36% retail investors. The average institutional ownership in Southern States Bancshares's industry, Regional Banks Stocks, is 42.21%, which Southern States Bancshares falls below.

Who owns the most shares of Southern States Bancshares?

Southern States Bancshares’s largest shareholders are Strategic value bank partners (848.5K shares, 8.83%), Davis asset management (774.05K shares, 8.06%), and Banc funds (695.81K shares, 7.24%). Together, they hold 24.13% 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 18.24% of its assets in 848.5K Southern States Bancshares shares, valued at 28.26M$.

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 2.39% of its total shares outstanding invested in 236.46K Southern States Bancshares shares.

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