Southern States Bancshares Ownership | Who Owns Southern States Bancshares?
Southern States Bancshares Ownership Summary
Southern States Bancshares is owned by 54.83% institutional investors, 13.03% insiders, and 32.14% retail investors. Strategic value bank partners is the largest institutional shareholder, holding 7.94% of SSBK shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.56% of its assets in Southern States Bancshares shares.
SSBK Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Southern States Bancshares | 54.83% | 13.03% | 32.14% |
| Sector | Financial Services Stocks | 48.97% | 15.42% | 35.61% |
| Industry | Regional Banks Stocks | 51.42% | 12.33% | 36.25% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Strategic value bank partners | 792.33K | 7.94% | $28.82M |
| Davis asset management | 774.05K | 7.76% | $28.15M |
| Blackrock funding, inc. /de | 584.93K | 5.86% | $21.27M |
| Blackrock | 491.36K | 5.51% | $13.34M |
| Vanguard group | 403.00K | 4.19% | $13.42M |
| Banc funds | 382.38K | 3.83% | $13.91M |
| Alliancebernstein | 334.30K | 3.48% | $11.14M |
| Geode capital management | 177.92K | 1.85% | $5.93M |
| Private capital management | 143.04K | 1.43% | $5.20M |
| Kennedy capital management | 115.84K | 1.16% | $4.21M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Strategic value bank partners | 792.33K | 16.48% | $28.82M |
| Banc funds | 382.38K | 2.10% | $13.91M |
| Mendon capital advisors | 75.00K | 1.32% | $2.73M |
| Chicago capital management | 46.45K | 1.24% | $1.69M |
| Davis asset management | 774.05K | 1.10% | $28.15M |
| Yakira capital management | 51.00K | 0.63% | $1.85M |
| Private capital management | 143.04K | 0.50% | $5.20M |
| Caldwell sutter capital | 18.23K | 0.30% | $663.17K |
| Oxford asset management llp | 17.27K | 0.23% | $627.93K |
| Oneascent wealth management | 9.74K | 0.13% | $324.00K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock | 491.36K | 0.00% | 48.99K |
| Chicago capital management | 46.45K | 1.24% | 46.45K |
| American century companies | 42.83K | 0.00% | 42.83K |
| Blackrock funding, inc. /de | 584.93K | 0.00% | 40.78K |
| Yakira capital management | 51.00K | 0.63% | 31.00K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Banc funds | 382.38K | 2.10% | -281.10K |
| Strategic value bank partners | 792.33K | 16.48% | -56.18K |
| Connor, clark & lunn investment management | - | - | -38.72K |
| Segall bryant & hamill | - | - | -30.94K |
| Ejf capital | - | - | -25.35K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Chicago capital management | 46.45K | 1.24% | 46.45K | $1.69M |
| American century companies | 42.83K | 0.00% | 42.83K | $1.56M |
| Prelude capital management | 27.41K | 0.10% | 27.41K | $996.83K |
| Citadel advisors | 12.17K | 0.00% | 12.17K | $330.38K |
| Rfg advisory | 10.03K | 0.01% | 10.03K | $333.92K |
Sold Out
| Holder | Change |
|---|---|
| True wealth design | -3.00 |
| Russell investments group | -17.00 |
| Srs capital advisors | -28.00 |
| Capital performance advisors llp | -37.00 |
| Federated hermes | -45.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2025 | 91 | 2.25% | 5,471,971 | -0.30% | 54 | 1.81% | 52 | 26.83% | 22 | -18.52% |
| Mar 31, 2025 | 87 | 6.10% | 5,484,865 | 0.36% | 54 | 1.70% | 40 | -16.67% | 27 | 80.00% |
| Dec 31, 2024 | 25 | -67.95% | 1,691,820 | -66.74% | 17 | 0.63% | 15 | -64.29% | 3 | -81.25% |
| Sep 30, 2024 | 78 | 21.88% | 5,086,954 | 4.24% | 52 | 1.77% | 42 | 5.00% | 16 | 33.33% |
| Jun 30, 2024 | 64 | 23.08% | 4,880,000 | 5.46% | 54 | 1.98% | 40 | 110.53% | 12 | -40.00% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 253.86K | 2.56% | - |
| iShares Russell 2000 ETF | 216.76K | 2.18% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 122.25K | 1.23% | - |
| Kennedy Micro Cap Opportunities | 115.84K | 1.17% | 43.50K |
| Fidelity Small Cap Index | 84.47K | 0.85% | 645.00 |
| RMB Mendon Financial Services A | 75.00K | 0.76% | - |
| iShares Russell 2000 Value ETF | 73.50K | 0.74% | - |
| Vanguard Russell 2000 ETF | 42.85K | 0.43% | 1.20K |
| Fidelity Extended Market Index | 40.42K | 0.41% | -105.00 |
| Bridgeway Omni Small-Cap Value N | 35.00K | 0.35% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 30, 2024 | Hitson Brent O. | - | Sell | $62.34K |
| Aug 26, 2024 | Pumroy Jay F. | - | Sell | $96.23K |
| Jul 26, 2024 | Hitson Brent O. | - | Sell | $190.92K |
| Jul 26, 2024 | JOYCE LYNN J | Chief Financial Officer | Sell | $34.25K |
| Jul 24, 2024 | JOYCE LYNN J | Chief Financial Officer | Sell | $64.30K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q3 | - | - |
| 2025 Q2 | - | - |
| 2025 Q1 | - | - |
| 2024 Q4 | - | - |
| 2024 Q3 | - | 5 |
SSBK Ownership FAQ
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