SouthState Bank Ownership | Who Owns SouthState Bank?
SouthState Bank Ownership Summary
SouthState Bank is owned by 87.35% institutional investors, 1.26% insiders, and 11.39% 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 3.46% of its assets in SouthState Bank shares.
SSB Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | SouthState Bank | 87.35% | 1.26% | 11.39% |
| Sector | Financial Services Stocks | 493.55% | 13.79% | -407.34% |
| Industry | Regional Banks Stocks | 56.79% | 12.57% | 30.64% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 10.94M | 10.93% | $1.03B |
| Blackrock funding, inc. /de | 9.83M | 9.97% | $981.56M |
| Dimensional fund advisors lp | 5.10M | 5.18% | $509.96M |
| Vanguard capital management | 4.42M | 4.48% | $441.27M |
| State street | 3.86M | 3.92% | $385.43M |
| T. rowe price investment management | 2.58M | 2.61% | $257.41M |
| Invesco | 2.30M | 2.33% | $229.30M |
| American century companies | 2.09M | 2.12% | $208.37M |
| Fmr | 2.08M | 2.12% | $208.23M |
| Geode capital management | 1.95M | 1.98% | $194.84M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Fj capital management | 438.97K | 5.69% | $43.85M |
| Stieven capital advisors | 221.39K | 4.22% | $22.12M |
| Algebris (uk) | 575.31K | 3.77% | $57.29M |
| Maltese capital management | 195.00K | 3.55% | $19.48M |
| Carlson capital l p | 119.91K | 2.42% | $11.98M |
| Deprince race & zollo | 728.55K | 1.27% | $67.41M |
| Red spruce capital | 35.51K | 1.24% | $3.55M |
| Basswood capital management | 281.03K | 1.12% | $28.07M |
| Cincinnati specialty underwriters insurance | 50.00K | 1.11% | $5.00M |
| Bayview asset management | 55.00K | 1.11% | $5.49M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 1.24M | 0.01% | 1.24M |
| Sixth street partners management company | 1.19M | 0.02% | 1.19M |
| Deprince race & zollo | 728.55K | 1.27% | 565.20K |
| Qube research | 1.31M | 0.12% | 395.42K |
| Macquarie management | 354.76K | 0.05% | 354.76K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Capital research global investors | 272.73K | 0.00% | -695.28K |
| Westwood group | 620.99K | 0.47% | -392.18K |
| Fj capital management | 438.97K | 5.69% | -339.65K |
| Select equity group | - | - | -323.14K |
| Capital investors | 798.83K | 0.02% | -266.59K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 1.24M | 0.01% | 1.24M | $123.76M |
| Sixth street partners management company | 1.19M | 0.02% | 1.19M | $119.00M |
| Macquarie management | 354.76K | 0.05% | 354.76K | $35.44M |
| D. e. shaw | 347.81K | 0.02% | 347.81K | $34.75M |
| Ossiam | 169.23K | 0.22% | 169.23K | $16.91M |
Sold Out
| Holder | Change |
|---|---|
| Optima capital | -1.00 |
| Elyxium wealth | -2.00 |
| Tortoise investment management | -2.00 |
| Wealthspire advisors | -3.00 |
| Annis gardner whiting capital advisors | -4.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 552 | 8.45% | 86,078,985 | 4.11% | 87 | 1.28% | 292 | 4.66% | 165 | 16.20% |
| Mar 31, 2026 | 496 | 2.69% | 81,609,143 | 0.55% | 81 | 1.24% | 276 | 24.32% | 136 | -19.05% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 3.35M | 3.46% | 103.00 |
| Vanguard MStar Total Stk Mkt Idx Invest | 3.10M | 3.20% | 6.76K |
| Vanguard Morn Total Stk Mkt Idx Investor | 3.10M | 3.19% | -14.19K |
| Vanguard Total Stock Mkt Idx Inv | 3.10M | 3.17% | -14.19K |
| Vanguard Small Cap Index | 2.24M | 2.31% | 4.36K |
| Invesco Small Cap Value A | 1.75M | 1.80% | - |
| Franklin US Small Cap Value Equity | 1.73M | 1.79% | 687.54K |
| American Funds SMALLCAP World A | 1.66M | 1.72% | -919.18K |
| Vanguard MStar Small Cap Value Index | 1.43M | 1.47% | 3.94K |
| Vanguard Morn Small Cap Value Index | 1.42M | 1.47% | -31.71K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 19, 2026 | MATTHEWS WILLIAM E V | Chief Financial Officer | Sell | $435.72K |
| Aug 05, 2026 | Brooks David R | - | Sell | $412.50K |
| Aug 05, 2026 | Brooks David R | - | Sell | $1.98M |
| Aug 05, 2026 | Brooks David R | - | Sell | $198.00K |
| Aug 05, 2026 | Brooks David R | - | Sell | $121.00K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q3 | - | 6 |
| 2026 Q2 | - | 2 |
| 2026 Q1 | - | 1 |
| 2025 Q4 | - | - |
| 2025 Q3 | 2 | 2 |
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