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


TypeName% Inst% Insiders% Retail
StockSouthState87.06%1.17%11.78%
SectorFinancial Services Stocks 51.64%15.54%32.82%
IndustryRegional Banks Stocks53.95%12.38%33.68%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock9.54M12.51%$729.34M
Vanguard group8.44M11.06%$839.79M
Blackrock funding, inc. /de9.20M9.07%$846.88M
State street3.92M5.14%$390.43M
Dimensional fund advisors lp3.39M4.45%$337.45M
T. rowe price investment management3.59M3.54%$330.66M
Victory capital management2.15M2.82%$213.88M
Geode capital management1.91M2.51%$192.53M
Franklin resources1.68M2.21%$167.45M
Morgan stanley1.62M2.12%$123.74M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Fj capital management702.36K6.85%$64.64M
Stieven capital advisors226.60K4.07%$20.85M
Prospector partners214.74K2.26%$19.76M
Advisory research146.93K2.08%$13.52M
Salzhauer michael31.58K1.70%$2.91M
Petiole usa25.71K1.67%$2.37M
Forest hill capital25.00K1.63%$2.30M
Maltese capital management122.50K1.58%$11.27M
Tributary capital management202.53K1.56%$20.15M
Red spruce capital35.24K1.41%$3.24M

Top Buyers

HolderShares% AssetsChange
Qube research888.51K0.08%888.51K
Norges bank676.12K0.01%676.12K
Fmr502.90K0.00%379.60K
State street3.92M0.02%335.07K
Hrt financial lp292.26K0.12%292.26K

Top Sellers

HolderShares% AssetsChange
Blackrock funding, inc. /de9.20M0.02%-3.35M
Millennium management143.03K0.01%-1.14M
Channing capital management114.03K0.29%-756.20K
Fenimore asset management---418.01K
Select equity group---368.86K

New Positions

HolderShares% AssetsChangeValue
Qube research888.51K0.08%888.51K$81.77M
Norges bank676.12K0.01%676.12K$67.26M
Hrt financial lp292.26K0.12%292.26K$26.90M
Brevan howard capital management lp118.39K0.06%118.39K$10.89M
Y-intercept (hong kong)90.62K0.20%90.62K$8.34M

Sold Out

HolderChange
Hexagon capital partners-1.00
Harbor investment advisory-1.00
Tfo-tdc-3.00
Golden state wealth management-5.00
Bruce g. allen investments-5.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Jun 30, 20254774.84%88,358,6760.19%871.15%235-21.67%14775.00%
Mar 31, 20254517.38%88,070,21327.31%861.06%29750.00%83-35.16%
Dec 31, 2024191-50.65%21,721,741-67.92%280.36%85-49.40%54-58.46%
Sep 30, 20243820.79%67,614,140-0.45%881.12%166-7.26%1287.56%
Jun 30, 20243741.63%67,861,2602.33%881.18%17629.41%118-19.73%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
iShares Core S&P Mid-Cap ETF3.21M3.17%-5.78K
Vanguard Total Stock Mkt Idx Inv3.19M3.15%-78.25K
American Funds SMALLCAP World A2.94M2.90%-
Vanguard Small Cap Index2.46M2.43%-16.42K
iShares Russell 2000 ETF2.47M2.43%-
Vanguard US Total Market Shares ETF2.40M2.36%1.60K
Franklin US Small Cap Value Equity1.68M1.66%646.29K
Franklin Small Cap Value SMA Composite1.68M1.66%646.29K
Vanguard Small Cap Value Index Inv1.59M1.57%3.27K
Victory Small Cap Value CIT (Net 75)965.00K1.26%-70.00K

Recent Insider Transactions


DateNameRoleActivityValue
Aug 22, 2025BOCKHORST DANIEL E Chief Credit OfficerSell$498.00K
Aug 14, 2025MURRAY RICHARD IV PresidentSell$515.35K
Aug 01, 2025SMITH G STACY-Buy$230.75K
Jul 30, 2025Froetscher Janet P-Buy$324.82K
Mar 10, 2025Froetscher Janet P-Buy$250.02K

Insider Transactions Trends


DateBuySell
2025 Q322
2025 Q2--
2025 Q122
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 3.21M SouthState shares.

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