Southern States Bancshares Ownership | Who Owns Southern States Bancshares?

Southern States Bancshares Ownership Summary

Southern States Bancshares is owned by 52.94% institutional investors, 15.05% insiders, and 32.01% 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

Type	Name	% Inst	% Insiders	% Retail
Stock	Southern States Bancshares	52.94%	15.05%	32.01%
Sector	Financial Services Stocks	49.66%	13.98%	36.36%
Industry	Regional Banks Stocks	51.67%	12.06%	36.27%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Strategic value bank partners	848.40K	9.52%	$23.03M
Davis asset management	774.05K	8.68%	$21.01M
Banc funds	742.65K	8.33%	$20.16M
Blackrock	491.36K	5.51%	$13.34M
Vanguard group	356.15K	4.00%	$9.67M
Alliancebernstein	344.02K	3.86%	$9.34M
Geode capital management	169.36K	1.90%	$4.60M
Rmb capital management	125.00K	1.40%	$3.39M
Mendon capital advisors	125.00K	1.40%	$3.39M
Waverly advisors	124.01K	1.39%	$3.37M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Strategic value bank partners	848.40K	15.26%	$23.03M
Banc funds	742.65K	2.39%	$20.16M
Mendon capital advisors	125.00K	1.88%	$3.39M
Davis asset management	774.05K	0.94%	$21.01M
Ejf capital	24.53K	0.49%	$665.74K
Caldwell sutter capital	18.59K	0.25%	$504.64K
Rmb capital management	125.00K	0.08%	$3.39M
Waverly advisors	124.01K	0.07%	$3.37M
Bridgeway capital management	63.20K	0.04%	$1.72M
Globeflex capital l p	6.57K	0.02%	$178.39K

Top Buyers

Holder	Shares	% Assets	Change
Stifel financial	52.03K	0.00%	52.03K
Blackrock	491.36K	0.00%	48.99K
Ejf capital	24.53K	0.49%	24.53K
Geode capital management	169.36K	0.00%	18.25K
Citadel advisors	12.17K	0.00%	12.17K

Top Sellers

Holder	Shares	% Assets	Change
Segall bryant & hamill	-	-	-30.94K
Alliancebernstein	344.02K	0.00%	-7.86K
Jpmorgan chase	7.14K	-	-6.18K
Caldwell sutter capital	18.59K	0.25%	-5.90K
Ubs group	3.46K	-	-4.31K

New Positions

Holder	Shares	% Assets	Change	Value
Ejf capital	24.53K	0.49%	24.53K	$665.74K
Citadel advisors	12.17K	0.00%	12.17K	$330.38K
Connor, clark & lunn investment management	11.50K	0.00%	11.50K	$312.16K
Squarepoint ops	9.47K	0.00%	9.47K	$257.07K
Acadian asset management	9.08K	0.00%	9.08K	$245.00K

Sold Out

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

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Sep 30, 2023	51	8.51%	4,454,583	-0.57%	50	1.94%	24	-17.24%	14	40.00%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	219.76K	2.22%	-
iShares Russell 2000 ETF	208.98K	2.11%	-476.00
RMB Mendon Financial Services A	120.00K	1.21%	-
Vanguard Institutional Extnd Mkt Idx Tr	91.78K	0.93%	-
Fidelity Small Cap Index	84.67K	0.86%	-2.23K
iShares Russell 2000 Value ETF	79.91K	0.81%	-
Kennedy Micro Cap Opportunities	62.14K	0.70%	37.20K
Fidelity Extended Market Index	38.95K	0.39%	562.00
Bridgeway Omni Small-Cap Value N	35.00K	0.39%	-
Vanguard Russell 2000 ETF	38.00K	0.38%	-238.00

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
2024 Q4	-	-
2024 Q3	-	5
2024 Q2	-	-
2024 Q1	1	1
2023 Q4	-	-

SSBK Ownership FAQ

Who Owns Southern States Bancshares?

Southern States Bancshares shareholders are primarily institutional investors at 52.94%, followed by 15.05% insiders and 32.01% retail investors. The average institutional ownership in Southern States Bancshares's industry, Regional Banks Stocks, is 51.67%, 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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