SouthState Bank Ownership | Who Owns SouthState Bank?
SouthState Bank Ownership Summary
SouthState Bank is owned by 81.05% institutional investors, 1.16% insiders, and 17.79% retail investors. Abacus planning group is the largest institutional shareholder, holding 0% of SSB shares. iShares Core S&P Mid-Cap ETF is the top mutual fund, with 3.17% of its assets in SouthState Bank shares.
SSB Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | SouthState Bank | 81.05% | 1.16% | 17.79% |
| Industry | Regional Banks Stocks | 39.09% | 12.58% | 48.32% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Abacus planning group | - | - | - |
| Pallas capital advisors | - | - | - |
| Ritholtz wealth management | - | - | - |
| Savvy advisors | - | - | - |
| Mather group, llc. | - | - | - |
| Avion wealth | - | - | - |
| Doliver advisors, lp | - | - | - |
| Wealth enhancement advisory services | - | - | - |
| Dinuzzo private wealth | - | - | - |
| U.s. capital wealth advisors | - | - | - |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Abacus planning group | - | - | - |
| Pallas capital advisors | - | - | - |
| Ritholtz wealth management | - | - | - |
| Savvy advisors | - | - | - |
| Mather group, llc. | - | - | - |
| Avion wealth | - | - | - |
| Doliver advisors, lp | - | - | - |
| Wealth enhancement advisory services | - | - | - |
| Dinuzzo private wealth | - | - | - |
| U.s. capital wealth advisors | - | - | - |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Dinuzzo private wealth | - | - | -11.00 |
| Avion wealth | - | - | -11.00 |
| Mather group, llc. | - | - | -166.00 |
| Abacus planning group | - | - | -2.29K |
| Northcrest asset manangement | - | - | -2.57K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Wealth enhancement advisory services | - | - | -42.02K |
| Oliver luxxe assets | - | - | -18.60K |
| Assenagon asset management | - | - | -17.17K |
| Investors research | - | - | -12.08K |
| U.s. capital wealth advisors | - | - | -7.94K |
Sold Out
| Holder | Change |
|---|---|
| Dinuzzo private wealth | -11.00 |
| Avion wealth | -11.00 |
| Mather group, llc. | -166.00 |
| Abacus planning group | -2.29K |
| Northcrest asset manangement | -2.57K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Sep 30, 2024 | 389 | 2.10% | 68,226,361 | 0.46% | 89 | 1.13% | 167 | -6.18% | 132 | 10.00% |
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 |
| Franklin US Small Cap Value Equity | 1.68M | 1.66% | 646.29K |
| Vanguard Small Cap Value Index Inv | 1.59M | 1.57% | 3.27K |
| American Century Small Cap Value Inv | 1.25M | 1.24% | - |
| American Century U.S. Small Cap Value | 1.25M | 1.24% | - |
| T. Rowe Price Small-Cap Value | 1.12M | 1.10% | -43.05K |
| Vanguard Institutional Extnd Mkt Idx Tr | 1.06M | 1.05% | -457.56K |
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 |
|---|---|---|
| 2026 Q1 | - | - |
| 2025 Q4 | - | - |
| 2025 Q3 | 2 | 2 |
| 2025 Q2 | - | - |
| 2025 Q1 | 2 | 2 |
SSB Ownership FAQ
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