SouthState Bank Ownership | Who Owns SouthState Bank?
SouthState Bank Ownership Summary
SouthState Bank is owned by 41.13% institutional investors, 1.19% insiders, and 57.68% retail investors. Vanguard group is the largest institutional shareholder, holding 10.93% of SSB shares. iShares Core S&P Mid-Cap ETF is the top mutual fund, with 3.35% of its assets in SouthState Bank shares.
SSB Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | SouthState Bank | 41.13% | 1.19% | 57.68% |
| Industry | Regional Banks Stocks | 31.75% | 12.70% | 55.55% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 10.94M | 10.93% | $1.03B |
| Blackrock funding, inc. /de | 9.36M | 9.35% | $880.53M |
| Dimensional fund advisors lp | 4.73M | 4.73% | $445.10M |
| Geode capital management | 1.87M | 1.86% | $175.65M |
| Franklin resources | 1.62M | 1.62% | $152.81M |
| Capital investors | 1.62M | 1.62% | $152.55M |
| Morgan stanley | 1.58M | 1.58% | $148.62M |
| Capital research global investors | 1.58M | 1.58% | $148.36M |
| Norges bank | 1.34M | 1.34% | $125.94M |
| Earnest partners | 1.27M | 1.27% | $119.48M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Stieven capital advisors | 246.30K | 4.30% | $23.18M |
| Algebris (uk) | 522.59K | 3.86% | $49.20M |
| Red spruce capital | 36.26K | 1.38% | $3.35M |
| Salzhauer michael | 31.58K | 1.22% | $2.97M |
| Angel oak capital advisors | 8.00K | 1.09% | $752.88K |
| Kdk private wealth management | 10.33K | 0.85% | $971.87K |
| Hunter perkins capital management | 35.37K | 0.77% | $3.33M |
| Continental advisors | 18.51K | 0.74% | $1.74M |
| Earnest partners | 1.27M | 0.51% | $119.48M |
| Oliver luxxe assets | 35.60K | 0.49% | $3.29M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 1.34M | 0.01% | 1.34M |
| Vaughan nelson investment management | 443.93K | 0.41% | 443.93K |
| Algebris (uk) | 522.59K | 3.86% | 348.02K |
| Regions financial | 271.44K | 0.16% | 271.44K |
| Goldman sachs group | 1.15M | 0.01% | 167.61K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock funding, inc. /de | 9.36M | 0.01% | -238.99K |
| Prospector partners | - | - | -216.97K |
| Morgan stanley | 1.58M | 0.01% | -197.63K |
| Sg americas securities | 10.52K | 0.00% | -142.46K |
| Jane street group | 7.76K | 0.00% | -124.40K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 1.34M | 0.01% | 1.34M | $125.94M |
| Vaughan nelson investment management | 443.93K | 0.41% | 443.93K | $41.07M |
| Regions financial | 271.44K | 0.16% | 271.44K | $25.54M |
| Bw gestao de investimentos ltda. | 125.00K | 0.27% | 125.00K | $11.76M |
| Oliver luxxe assets | 35.60K | 0.49% | 35.60K | $3.29M |
Sold Out
| Holder | Change |
|---|---|
| Caitong asset management | -1.00 |
| Tortoise investment management | -2.00 |
| Wealthspire advisors | -3.00 |
| Larson financial group | -6.00 |
| Avion wealth | -11.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2025 | 290 | -37.37% | 41,154,999 | -49.97% | 41 | 0.63% | 132 | -41.85% | 94 | -31.39% |
| Sep 30, 2025 | 460 | -5.15% | 82,264,655 | -4.18% | 81 | 1.13% | 227 | -4.22% | 135 | -9.40% |
| Jun 30, 2025 | 485 | 5.90% | 85,856,176 | -2.68% | 84 | 1.12% | 237 | -21.26% | 149 | 77.38% |
| Mar 31, 2025 | 458 | 8.27% | 88,217,329 | 27.35% | 86 | 1.06% | 301 | 50.50% | 84 | -33.86% |
| Dec 31, 2024 | 423 | 8.74% | 69,273,594 | 1.53% | 90 | 1.14% | 200 | 19.76% | 127 | -3.79% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 3.28M | 3.35% | 2.60K |
| Vanguard Total Stock Mkt Idx Inv | 3.10M | 3.16% | -53.05K |
| American Funds SMALLCAP World A | 2.58M | 2.63% | -332.86K |
| Vanguard Small Cap Index | 2.26M | 2.31% | -18.65K |
| Invesco Small Cap Value A | 1.83M | 1.86% | 752.14K |
| Vanguard Small Cap Value Index Inv | 1.44M | 1.47% | -25.14K |
| Vanguard Institutional Extnd Mkt Idx Tr | 1.11M | 1.13% | 12.35K |
| Franklin Small Cap Value A | 1.05M | 1.07% | -20.78K |
| DFA US Small Cap Value I | 1.01M | 1.03% | 14.85K |
| Franklin US Small Cap Value Equity | 979.98K | 1.00% | 26.99K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Feb 18, 2026 | MURRAY RICHARD IV | President | Sell | $1.06M |
| 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 |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q1 | - | 1 |
| 2025 Q4 | - | - |
| 2025 Q3 | 2 | 2 |
| 2025 Q2 | - | - |
| 2025 Q1 | 2 | 2 |
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