SouthState Ownership | Who Owns SouthState?

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SouthState Ownership Summary

SouthState is owned by 24.42% institutional investors, 1.17% insiders, and 74.41% 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	24.42%	1.17%	74.41%
Sector	Financial Services Stocks	36.95%	15.48%	47.58%
Industry	Regional Banks Stocks	38.26%	12.54%	49.20%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	9.54M	12.51%	$729.34M
Norges bank	676.12K	0.89%	$67.26M
Nuveen asset management	656.52K	0.86%	$65.31M
Bank of america corp /de/	486.72K	0.64%	$37.20M
Select equity group	503.34K	0.50%	$49.77M
Regions financial	291.79K	0.29%	$26.85M
Millennium management	143.03K	0.19%	$14.23M
Balyasny asset management	185.02K	0.18%	$17.03M
Marshall wace, llp	164.92K	0.16%	$16.31M
Mesirow institutional investment management	108.87K	0.14%	$10.83M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Keeley-teton advisors	95.57K	1.10%	$9.51M
Mesirow institutional investment management	108.87K	0.83%	$10.83M
Donald l. hagan	14.73K	0.72%	$1.46M
Lummis asset management, lp	9.33K	0.61%	$922.26K
Leeward investments, llc - ma	90.60K	0.46%	$8.96M
Burkett financial services	10.17K	0.34%	$936.08K
Private management group	104.04K	0.31%	$10.29M
Oliver luxxe assets	18.60K	0.29%	$1.84M
First city capital management	4.80K	0.26%	$474.68K
Investors research	12.08K	0.22%	$1.19M

Top Buyers

Holder	Shares	% Assets	Change
Norges bank	676.12K	0.01%	676.12K
Select equity group	503.34K	0.20%	503.34K
Balyasny asset management	185.02K	0.03%	185.02K
Marshall wace, llp	164.92K	0.02%	164.92K
Leeward investments, llc - ma	90.60K	0.46%	90.60K

Top Sellers

Holder	Shares	% Assets	Change
Vanguard group	-	-	-10.65M
Blackrock funding, inc. /de	-	-	-9.20M
Dimensional fund advisors lp	-	-	-4.58M
State street	-	-	-4.07M
T. rowe price investment management	-	-	-3.59M

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	676.12K	0.01%	676.12K	$67.26M
Select equity group	503.34K	0.20%	503.34K	$49.77M
Marshall wace, llp	164.92K	0.02%	164.92K	$16.31M
Leeward investments, llc - ma	90.60K	0.46%	90.60K	$8.96M
Wealth enhancement advisory services	42.02K	0.01%	42.02K	$4.20M

Sold Out

Holder	Change
Harbor investment advisory	-1.00
Ima wealth	-1.00
Hexagon capital partners	-1.00
True wealth design	-1.00
Annis gardner whiting capital advisors	-2.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2025	250	-48.13%	24,784,607	-71.60%	24	0.33%	123	-47.88%	61	-58.78%
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%

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 Q4	-	-
2025 Q3	2	2
2025 Q2	-	-
2025 Q1	2	2
2024 Q4	-	3

SSB Ownership FAQ

Who Owns SouthState?

SouthState shareholders are primarily institutional investors at 24.42%, followed by 1.17% insiders and 74.41% retail investors. The average institutional ownership in SouthState's industry, Regional Banks Stocks, is 38.26%, which SouthState falls below.

Who owns the most shares of SouthState?

SouthState’s largest shareholders are Blackrock (9.54M shares, 12.51%), Norges bank (676.12K shares, 0.89%), and Nuveen asset management (656.52K shares, 0.86%). Together, they hold 14.25% 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?

Keeley-teton advisors is SouthState’s biggest shareholder by percentage of total assets invested, with 1.10% of its assets in 95.57K SouthState shares, valued at 9.51M$.

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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