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SouthState (SSB) Institutional Ownership

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$86.94 -0.72 (-0.82%)
As of 04/30/2025 03:58 PM Eastern
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Institutional Ownership Changes (13F Filings) for SouthState (NASDAQ:SSB)

Current
Institutional Ownership
Percentage
89.76%
Number of
Institutional Buyers
(last 12 months)
224
Total
Institutional Inflows
(last 12 months)
$656.56M
Number of
Institutional Sellers
(last 12 months)
161
Total
Institutional Outflows
(last 12 months)
$605.38M
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SSB Institutional Buying and Selling by Quarter

SouthState Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/30/2025Weil Company Inc.2,970$276K0.1%N/A0.003%
4/30/2025State of Michigan Retirement System23,500$2.18M0.0%+29.8%0.023%
4/30/2025Cerity Partners LLC7,504$697K0.0%-41.6%0.007%
4/30/2025CFO4Life Group LLC5,311$493K0.1%N/A0.005%
4/30/2025Nisa Investment Advisors LLC2,368$220K0.0%+5.2%0.002%
4/30/2025New Mexico Educational Retirement Board20,000$1.86M0.1%+29.0%0.020%
4/30/2025Greenleaf Trust16,784$1.56M0.0%+9.3%0.017%
4/30/2025Liberty One Investment Management LLC8,222$763K0.1%+2.3%0.008%
4/30/2025Crossmark Global Holdings Inc.6,961$646K0.0%+18.6%0.007%
4/29/2025 U.S. Capital Wealth Advisors LLC7,943$737K0.0%N/A0.008%
4/29/2025 Envestnet Asset Management Inc.129,361$12.01M0.0%-16.6%0.128%
4/29/2025 Concurrent Investment Advisors LLC9,622$893K0.0%-1.9%0.009%
4/29/2025 Bank of New York Mellon Corp964,089$89.49M0.0%+14.4%0.951%
4/28/2025 Principal Financial Group Inc.227,555$21.12M0.0%+29.9%0.224%
4/28/2025 Oregon Public Employees Retirement Fund19,901$1.85M0.0%+28.1%0.020%
4/28/2025 Teacher Retirement System of Texas20,106$1.87M0.0%+162.9%0.020%
4/28/2025 First Horizon Advisors Inc.385$36K0.0%-53.8%0.000%
4/25/2025 New York State Teachers Retirement System15,427$1.43M0.0%+25.4%0.015%
4/25/2025 Amalgamated Bank43,201$4.01M0.0%+23.7%0.043%
4/25/2025 KBC Group NV4,348$404K0.0%+40.0%0.004%
4/24/2025 Allspring Global Investments Holdings LLC1,093,176$100.86M0.2%+5.0%1.078%
4/23/2025 Sequoia Financial Advisors LLC8,306$771K0.0%+158.1%0.008%
4/23/2025 HBK Sorce Advisory LLC16,487$1.53M0.0%-1.0%0.016%
4/23/2025 Ferguson Shapiro LLC13,000$1.21M0.4%N/A0.013%
4/23/2025 Bessemer Group Inc.264,969$24.60M0.0%-4.6%0.261%
4/23/2025 Sheets Smith Wealth Management6,205$576K0.1%+4.7%0.006%
4/23/2025 Oppenheimer Asset Management Inc.22,455$2.08M0.0%-0.8%0.022%
4/22/2025 Cambridge Investment Research Advisors Inc.10,229$949K0.0%+153.6%0.010%
4/22/2025 Praxis Investment Management Inc.2,960$275K0.0%N/A0.003%
4/22/2025 Segment Wealth Management LLC3,168$294K0.0%N/A0.003%
4/21/2025 Retirement Systems of Alabama119,497$11.09M0.0%+28.8%0.118%
4/21/2025 State of Alaska Department of Revenue11,492$1.07M0.0%+32.1%0.011%
4/17/2025 Janney Montgomery Scott LLC5,061$470K0.0%-34.3%0.005%
4/17/2025 Trust Point Inc.8,738$811K0.1%-34.5%0.009%
4/16/2025 Wealth Enhancement Advisory Services LLC30,553$2.84M0.0%+4.2%0.030%
4/16/2025 Elevation Point Wealth Partners LLC3,514$326K0.0%-12.2%0.003%
4/16/2025 Salem Investment Counselors Inc.12,347$1.15M0.0%-1.4%0.012%
4/16/2025 Fort Washington Investment Advisors Inc. OH156,869$14.56M0.1%-22.0%0.155%
4/15/2025 Fifth Third Bancorp956$89K0.0%+102.1%0.001%
4/15/2025 Handelsbanken Fonder AB23,038$2.14M0.0%+21.5%0.023%
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4/15/2025 Collier Financial743$69K0.1%N/A0.001%
4/15/2025 SG Americas Securities LLC8,676$805K0.0%+118.4%0.009%
4/15/2025 GAMMA Investing LLC1,172$109K0.0%+68.1%0.001%
4/14/2025 Harbor Capital Advisors Inc.721$67K0.0%-63.7%0.001%
4/14/2025 Yousif Capital Management LLC33,718$3.13M0.0%+25.8%0.033%
4/14/2025 Wedge Capital Management L L P NC48,046$4.46M0.1%-21.9%0.047%
4/14/2025 UMB Bank n.a.10,586$983K0.0%+1,747.5%0.010%
4/11/2025 Vest Financial LLC34,463$3.20M0.0%N/A0.034%
4/9/2025 NBC Securities Inc.96,365$8.94M0.8%+100,280.2%0.095%
4/9/2025 American National Bank & Trust1,500$139K0.0%N/A0.001%
4/8/2025 Rhumbline Advisers322,051$29.89M0.0%+24.8%0.318%
4/8/2025 Doliver Advisors LP5,186$481K0.1%N/A0.005%
4/8/2025 Red Spruce Capital LLC33,944$3.15M1.5%+2.8%0.033%
4/7/2025 GAMMA Investing LLC108,785$10.10M0.0%+15,507.6%0.107%
4/7/2025 Howard Financial Services LTD.16,326$1.52M0.2%N/A0.016%
4/3/2025 Versant Capital Management Inc569$53K0.0%+577.4%0.001%
4/3/2025 Central Pacific Bank Trust Division1,440$134K0.0%-21.7%0.001%
4/1/2025 MassMutual Private Wealth & Trust FSB586$54K0.0%+181.7%0.001%
3/24/2025Wellington Management Group LLP937,772$93.29M0.0%-19.9%0.925%
3/18/2025California State Teachers Retirement System71,277$7.09M0.0%-1.1%0.070%
3/17/2025 Wealth Enhancement Advisory Services LLC29,314$2.92M0.0%+48.7%0.029%
2/20/2025Forum Financial Management LP2,613$260K0.0%N/A0.003%
2/18/2025GTS Securities LLC5,974$594K0.0%N/A0.008%
2/18/2025Vise Technologies Inc.3,464$345K0.0%N/A0.005%
2/18/2025CSS LLC IL30,968$3.08M0.1%N/A0.041%
2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC275,027$27.36M0.0%+3.6%0.360%
2/17/2025Westwood Holdings Group Inc.727,341$72.36M0.6%+2,221.8%0.953%
2/17/2025Squarepoint Ops LLC41,913$4.17M0.0%N/A0.055%
2/17/2025Twinbeech Capital LP2,816$280K0.0%N/A0.004%
2/17/2025Tidal Investments LLC2,056$205K0.0%-23.6%0.003%
2/17/2025Silvercrest Asset Management Group LLC658,166$65.47M0.4%-6.0%0.863%
2/17/2025Rafferty Asset Management LLC100,598$10.01M0.0%-10.1%0.132%
2/17/2025ProShare Advisors LLC24,990$2.49M0.0%+41.2%0.033%
2/17/2025Nomura Holdings Inc.10,104$1.01M0.0%N/A0.013%
2/17/2025Nuveen Asset Management LLC656,517$65.31M0.0%-0.7%0.861%
2/17/2025Millennium Management LLC143,025$14.23M0.0%-88.9%0.187%
2/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.43,277$4.31M0.0%+4.1%0.057%
2/17/2025Janus Henderson Group PLC51,805$5.15M0.0%+53.2%0.068%
2/17/2025FJ Capital Management LLC143,984$14.32M1.7%+32.9%0.189%
2/17/2025Deutsche Bank AG84,133$8.37M0.0%+33.5%0.110%
2/17/2025Cetera Investment Advisers4,768$474K0.0%-21.6%0.006%
2/17/2025Bridgeway Capital Management LLC36,624$3.64M0.1%N/A0.048%
2/17/2025Bridgefront Capital LLC10,345$1.03M0.3%N/A0.014%
2/17/2025Captrust Financial Advisors17,682$1.76M0.0%-2.2%0.023%
2/17/2025Cary Street Partners Financial LLC2,205$219K0.0%N/A0.003%
2/17/2025Baird Financial Group Inc.2,547$253K0.0%+6.4%0.003%
2/17/2025Balyasny Asset Management L.P.95,548$9.51M0.0%N/A0.125%
2/17/2025Bank of America Corp DE419,129$41.70M0.0%-9.8%0.549%
2/17/2025BIP Wealth LLC30,965$3.08M0.2%-1.5%0.041%
2/17/2025BNP Paribas Financial Markets15,049$1.50M0.0%-57.1%0.020%
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2/17/2025Ameriprise Financial Inc.103,805$10.33M0.0%-9.6%0.136%
2/14/2025Gallagher Fiduciary Advisors LLC4,166$414K0.1%+17.8%0.005%
2/14/2025Mercer Global Advisors Inc. ADV6,645$661K0.0%-4.9%0.009%
2/14/2025Jane Street Group LLC79,306$7.89M0.0%-46.9%0.104%
2/14/2025Bison Wealth LLC3,057$304K0.1%-7.9%0.004%
2/14/2025Comerica Bank44,105$4.39M0.0%-8.7%0.058%
2/14/2025AQR Capital Management LLC70,762$7.04M0.0%+18.0%0.093%
2/14/2025Emerald Mutual Fund Advisers Trust7,930$789K0.0%+335.7%0.010%
2/14/2025Northern Trust Corp1,111,758$110.60M0.0%+9.4%1.457%
2/14/2025The Manufacturers Life Insurance Company773,843$76.98M0.1%+5.7%1.014%
(Data available from 1/1/2016 forward)

SSB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SSB shares?

During the previous two years, 380 institutional investors and hedge funds held shares of SouthState. The most heavily invested institutionals were Vanguard Group Inc. ($839.79M), BlackRock Inc. ($603.43M), State Street Corp ($348.84M), T. Rowe Price Investment Management Inc. ($344.95M), Dimensional Fund Advisors LP ($337.45M), Victory Capital Management Inc. ($213.88M), and Geode Capital Management LLC ($192.53M).Learn more on SSB's institutional investors.

What percentage of SouthState stock is owned by institutional investors?

89.76% of SouthState stock is owned by institutional investors. Learn more on SSB's institutional investor holdings.

Which institutional investors have been buying SouthState stock?

Of the 307 institutional investors that purchased SouthState stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($1.57M), Fisher Asset Management LLC ($805.48K), Dimensional Fund Advisors LP ($741.03K), Westwood Holdings Group Inc. ($699.05K), Bank of New York Mellon Corp ($679.28K), Capital Research Global Investors ($606.26K), and Barclays PLC ($572.73K).

How much institutional buying is happening at SouthState?

Institutional investors have bought a total of 15,798,017 shares in the last 24 months. This purchase volume represents approximately $1.29B in transactions.

Which SouthState major shareholders have been selling company stock?

Of the 214 institutional investors that sold SouthState stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Millennium Management LLC ($1.23M), Wellington Management Group LLP ($776.27K), Victory Capital Management Inc. ($746.91K), Barclays PLC ($411.76K), Select Equity Group L.P. ($316.62K), Principal Financial Group Inc. ($304.30K), and Franklin Resources Inc. ($289.02K).

How much institutional selling is happening at SouthState?

Institutional investors have sold a total of 9,324,044 shares in the last 24 months. This volume of shares sold represents approximately $816.96M in transactions.


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This page (NASDAQ:SSB) was last updated on 5/1/2025 by MarketBeat.com Staff
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