SouthState Ownership | Who Owns SouthState?

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SouthState Ownership Summary

SouthState is owned by 87.06% institutional investors, 1.17% insiders, and 11.78% 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 3.17% of its assets in SouthState shares.

SSB Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	SouthState	87.06%	1.17%	11.78%
Sector	Financial Services Stocks	51.64%	15.54%	32.82%
Industry	Regional Banks Stocks	53.95%	12.38%	33.68%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	9.54M	12.51%	$729.34M
Vanguard group	8.44M	11.06%	$839.79M
Blackrock funding, inc. /de	9.20M	9.07%	$846.88M
State street	3.92M	5.14%	$390.43M
Dimensional fund advisors lp	3.39M	4.45%	$337.45M
T. rowe price investment management	3.59M	3.54%	$330.66M
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
Fj capital management	702.36K	6.85%	$64.64M
Stieven capital advisors	226.60K	4.07%	$20.85M
Prospector partners	214.74K	2.26%	$19.76M
Advisory research	146.93K	2.08%	$13.52M
Petiole usa	25.71K	1.67%	$2.37M
Forest hill capital	25.00K	1.63%	$2.30M
Maltese capital management	122.50K	1.58%	$11.27M
Keeley-teton advisors	95.57K	1.10%	$9.51M
Algebris (uk)	71.53K	1.04%	$6.57M
Kdk private wealth management	10.30K	1.01%	$948.37K

Top Buyers

Holder	Shares	% Assets	Change
Qube research	888.51K	0.08%	888.51K
Norges bank	676.12K	0.01%	676.12K
Fmr	502.90K	0.00%	379.60K
State street	3.92M	0.02%	335.07K
Hrt financial lp	292.26K	0.12%	292.26K

Top Sellers

Holder	Shares	% Assets	Change
Blackrock funding, inc. /de	9.20M	0.02%	-3.35M
Millennium management	143.03K	0.01%	-1.14M
Allspring global investments	-	-	-1.12M
Channing capital management	114.03K	0.29%	-756.20K
Fenimore asset management	-	-	-418.01K

New Positions

Holder	Shares	% Assets	Change	Value
Qube research	888.51K	0.08%	888.51K	$81.77M
Norges bank	676.12K	0.01%	676.12K	$67.26M
Hrt financial lp	292.26K	0.12%	292.26K	$26.90M
Brevan howard capital management lp	118.39K	0.06%	118.39K	$10.89M
Y-intercept (hong kong)	90.62K	0.20%	90.62K	$8.34M

Sold Out

Holder	Change
Harbor investment advisory	-1.00
True wealth design	-1.00
Hexagon capital partners	-1.00
Quest 10 wealth builders	-2.00
Private trust co na	-3.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Jun 30, 2025	477	4.84%	88,358,676	0.19%	87	1.15%	235	-21.67%	147	75.00%
Mar 31, 2025	451	7.38%	88,070,213	27.31%	86	1.06%	297	50.00%	83	-35.16%
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Mid-Cap ETF	3.20M	3.17%	-
Vanguard Total Stock Mkt Idx Inv	3.19M	3.15%	-78.25K
American Funds SMALLCAP World A	2.94M	2.90%	-
Vanguard Small Cap Index	2.46M	2.43%	-16.42K
iShares Russell 2000 ETF	2.47M	2.43%	-
Vanguard US Total Market Shares ETF	2.40M	2.36%	1.60K
Franklin US Small Cap Value Equity	1.68M	1.66%	646.29K
Franklin Small Cap Value SMA Composite	1.68M	1.66%	646.29K
Vanguard Small Cap Value Index Inv	1.59M	1.57%	3.27K
Victory Small Cap Value CIT (Net 75)	965.00K	1.26%	-70.00K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Aug 22, 2025	BOCKHORST DANIEL E	Chief Credit Officer	Sell	$498.00K
Aug 14, 2025	MURRAY RICHARD IV	President	Sell	$515.35K
Aug 01, 2025	SMITH G STACY	-	Buy	$230.75K
Jul 30, 2025	Froetscher Janet P	-	Buy	$324.82K
Mar 10, 2025	Froetscher Janet P	-	Buy	$250.02K

Insider Transactions Trends

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

SSB Ownership FAQ

Who Owns SouthState?

SouthState shareholders are primarily institutional investors at 87.06%, followed by 1.17% insiders and 11.77% retail investors. The average institutional ownership in SouthState's industry, Regional Banks Stocks, is 53.95%, which SouthState exceeds.

Who owns the most shares of SouthState?

SouthState’s largest shareholders are Blackrock (9.54M shares, 12.51%), Vanguard group (8.44M shares, 11.06%), and Blackrock funding, inc. /de (9.2M shares, 9.07%). Together, they hold 32.64% 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?

Fj capital management is SouthState’s biggest shareholder by percentage of total assets invested, with 6.85% of its assets in 702.36K SouthState shares, valued at 64.64M$.

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 3.17% of its total shares outstanding invested in 3.2M SouthState shares.

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