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SouthState Bank (SSB) Institutional Ownership

$99.64 -0.45 (-0.45%)
Closing price 03:59 PM Eastern
Extended Trading
$99.58 -0.07 (-0.07%)
As of 04:15 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for SouthState Bank (NYSE:SSB)

Current
Institutional Ownership
Percentage
89.76%
Number of
Institutional Buyers
(last 12 months)
317
Total
Institutional Inflows
(last 12 months)
$2.71B
Number of
Institutional Sellers
(last 12 months)
203
Total
Institutional Outflows
(last 12 months)
$992.08M
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SSB Institutional Buying and Selling by Quarter

SouthState Bank Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/29/2026Cim Investment Management Inc.2,665$266K0.1%N/A0.003%
9/23/2026Envestnet Asset Management Inc.106,189$10.61M0.0%-2.1%0.110%
9/22/2026State Street Corp3,858,127$385.43M0.0%+3.3%3.978%
9/9/2026The Manufacturers Life Insurance Company855,527$85.47M0.0%+0.6%0.882%
9/9/2026Sequoia Financial Advisors LLC7,180$717K0.0%+6.6%0.007%
9/9/2026Tidal Investments LLC5,912$591K0.0%N/A0.006%
9/9/2026Engineers Gate Manager LP2,082$208K0.0%N/A0.002%
9/9/2026Integrated Wealth Concepts LLC1,255$125K0.0%N/A0.001%
9/9/2026IFP Advisors Inc1,408$141K0.0%+57.8%0.001%
9/9/2026Squarepoint Ops LLC28,407$2.84M0.0%N/A0.029%
9/9/2026Baird Financial Group Inc.3,663$366K0.0%+12.0%0.004%
9/8/2026Allworth Financial LP2,921$292K0.0%+35.7%0.003%
9/8/2026Arizona State Retirement System27,060$2.70M0.0%-2.0%0.028%
9/8/2026West Family Investments Inc.2,111$211K0.1%N/A0.002%
9/8/2026Waverly Advisors LLC20,155$2.01M0.0%+3.4%0.021%
9/8/2026Nykredit A S3,403$340K0.0%N/A0.004%
8/27/2026Corient Private Wealth LP24,101$2.41M0.0%+490.3%0.025%
8/26/2026Amundi13,474$1.35M0.0%+65.1%0.014%
8/26/2026HighTower Advisors LLC115,901$11.58M0.0%-0.4%0.120%
8/25/2026VIRGINIA RETIREMENT SYSTEMS ET Al34,500$3.45M0.0%N/A0.036%
8/23/2026Wedmont Private Capital3,040$303K0.0%+6.5%0.003%
8/23/2026HB Wealth Management LLC19,445$1.94M0.0%+7.8%0.020%
8/22/2026AlphaGrep UK Ltd5,941$594K0.2%N/A0.006%
8/22/2026Concurrent Investment Advisors LLC14,658$1.46M0.0%+24.4%0.015%
8/21/2026iSAM Funds UK Ltd9,700$969K0.7%-44.0%0.010%
8/21/2026Nykredit A S3,403$340K0.0%N/A0.004%
8/20/2026Teza Capital Management LLC2,294$229K0.4%-43.8%0.002%
8/20/2026BTG Pactual Asset Management US LLC4,831$483K0.0%N/A0.005%
8/20/2026Two Sigma Securities LLC4,128$412K0.0%N/A0.004%
8/20/2026Private Management Group Inc.100,525$10.04M0.3%-0.3%0.104%
8/20/2026Sheets Smith Wealth Management6,635$663K0.1%+2.5%0.007%
8/20/2026Greenwood Capital Associates LLC6,101$609K0.1%-8.5%0.006%
8/19/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC242,418$24.22M0.0%-6.0%0.250%
8/19/2026Hsbc Holdings PLC30,339$3.04M0.0%+18.9%0.031%
8/19/2026Wellington Management Group LLP1,520,652$151.91M0.0%+15.4%1.568%
8/18/2026Beacon Pointe Advisors LLC28,572$2.85M0.0%N/A0.029%
8/18/2026United Capital Financial Advisors LLC6,848$684K0.0%N/A0.007%
8/18/2026Jefferies Financial Group Inc.11,050$1.10M0.0%N/A0.011%
8/18/2026Public Employees Retirement System of Ohio31,026$3.10M0.0%N/A0.032%
8/17/2026Capstone Investment Advisors LLC9,396$939K0.0%N/A0.010%
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8/17/2026Corient Private Wealth LP16,901$1.69M0.0%N/A0.017%
8/17/2026Bank of America Corp DE598,519$59.79M0.0%N/A0.617%
8/17/2026Basswood Capital Management L.L.C.281,031$28.08M1.1%N/A0.290%
8/15/2026Freestone Grove Partners LP30,720$3.07M0.0%N/A0.032%
8/15/2026Man Group plc20,715$2.07M0.0%N/A0.021%
8/15/2026Jupiter Topco LLC44,574$4.45M0.0%N/A0.046%
8/14/2026Hsbc Holdings PLC30,339$3.04M0.0%N/A0.031%
8/14/2026Canada Pension Plan Investment Board8,100$809K0.0%N/A0.008%
8/14/2026Legal & General Group Plc125,478$12.54M0.0%N/A0.129%
8/14/2026The Manufacturers Life Insurance Company855,527$85.47M0.1%N/A0.882%
8/14/2026Peak Asset Management LLC2,527$252K0.0%N/A0.003%
8/14/2026Cullen Capital Management LLC6,007$600K0.0%N/A0.006%
8/14/2026Trail Ridge Investment Advisors LLC2,432$243K0.1%N/A0.003%
8/14/2026Algert Global LLC156,990$15.68M0.2%+107.2%0.162%
8/13/2026Cibc World Market Inc.18,249$1.82M0.0%N/A0.019%
8/13/2026Sanctuary Advisors LLC6,591$658K0.0%N/A0.007%
8/13/2026Connor Clark & Lunn Investment Management Ltd.9,703$969K0.0%N/A0.010%
8/13/2026Meiji Yasuda Asset Management Co Ltd.2,265$226K0.0%N/A0.002%
8/12/2026Elevation Point Wealth Partners LLC27,572$2.75M0.1%N/A0.028%
8/12/2026Northwestern Mutual Wealth Management Co.4,989$498K0.0%N/A0.005%
8/12/2026CFO4Life Group LLC5,544$554K0.1%N/A0.006%
8/12/2026Quantbot Technologies LP65,965$6.59M0.3%N/A0.068%
8/12/2026Evolve Private Wealth LLC2,465$246K0.0%N/A0.003%
8/12/2026Martin & Co. Inc. TN39,569$3.95M0.6%N/A0.041%
8/12/2026De Lisle Partners LLP2,601$260K0.0%N/A0.003%
8/12/2026Emerald Investment Advisers LLC4,377$437K0.0%N/A0.005%
8/12/2026William Blair Investment Management LLC3,742$374K0.0%N/A0.004%
8/12/2026Ieq Capital LLC23,452$2.34M0.0%N/A0.024%
8/12/2026Callan Family Office LLC2,296$229K0.0%N/A0.002%
8/11/2026Allworth Financial LP2,921$292K0.0%N/A0.003%
8/11/2026NFJ Investment Group LLC56,373$5.63M0.2%N/A0.058%
8/11/2026Ceredex Value Advisors LLC130,700$13.06M0.4%N/A0.135%
8/11/2026Algebris UK Ltd.575,313$57.29M3.8%N/A0.593%
8/10/2026West Family Investments Inc.2,111$211K0.1%N/A0.002%
8/10/2026NewEdge Wealth LLC3,619$362K0.0%N/A0.004%
8/8/2026First National Bank of Omaha154,272$15.42M0.4%N/A0.159%
8/8/2026Meeder Advisory Services Inc.5,724$572K0.0%N/A0.006%
8/7/2026Citizens Financial Group Inc. RI2,946$294K0.0%N/A0.003%
8/7/2026Texas Capital Bank Wealth Management Services Inc6,274$627K0.0%N/A0.006%
8/7/2026BlackRock Inc.9,825,398$981.56M0.0%N/A10.132%
8/7/2026Deutsche Bank AG12,028$1.20M0.0%N/A0.012%
8/7/2026Trust Co. of Vermont650$65K0.0%N/A0.001%
8/7/2026Requisite Capital Management LLC3,295$329K0.1%N/A0.003%
8/7/2026Mitsubishi UFJ Asset Management Co. Ltd.285$28K0.0%N/A0.000%
8/7/2026HBK Sorce Advisory LLC9,964$1.09M0.0%N/A0.010%
8/7/2026Peachtree Investment Partners LLC3,575$357K0.1%N/A0.004%
8/6/2026Global Retirement Partners LLC2,668$266K0.0%N/A0.003%
8/6/2026Alberta Investment Management Corp75,000$7.49M0.0%N/A0.077%
8/6/2026Bank of New York Mellon Corp1,305,493$130.42M0.0%N/A1.346%
8/6/2026Focus Partners Advisor Solutions LLC3,310$331K0.0%N/A0.003%
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8/6/2026State of Wyoming3,196$319K0.0%N/A0.003%
8/6/2026GSA Capital Partners LLP8,607$860K0.1%N/A0.009%
8/1/2026Private Management Group Inc.100,525$10.04M0.3%-0.3%0.103%
8/1/2026Mirabella Financial Services LLP5,322$532K0.1%-47.9%0.005%
7/31/2026Linscomb Wealth Inc.15,071$1.51M0.1%-5.0%0.015%
7/31/2026Cambiar Investors LLC34,922$3.49M0.2%+14.5%0.036%
7/31/2026State of Michigan Retirement System22,800$2.28M0.0%-4.6%0.023%
7/30/2026Pictet Asset Management Holding SA14,552$1.45M0.0%-9.9%0.015%
7/30/2026Chicago Partners Investment Group LLC5,978$605K0.0%+84.5%0.006%
7/30/2026Leeward Investments LLC MA109,759$10.97M0.5%+32.2%0.112%


SSB Institutional Ownership - Frequently Asked Questions

During the previous two years, 540 institutional investors and hedge funds held shares of SouthState Bank. The most heavily invested institutionals were Vanguard Group Inc. ($1.03B), BlackRock Inc. ($981.56M), Dimensional Fund Advisors LP ($456.55M), State Street Corp ($385.43M), T. Rowe Price Investment Management Inc. ($287.48M), American Century Companies Inc. ($183.58M), and Geode Capital Management LLC ($175.65M).Learn more on SouthState Bank's institutional investors.

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

Of the 473 institutional investors that purchased SouthState Bank's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: BlackRock Inc. ($9.83M), Norges Bank ($3.20M), Vanguard Group Inc. ($2.94M), Bank of New York Mellon Corp ($2.11M), Dimensional Fund Advisors LP ($1.52M), Laurel Wealth Advisors LLC ($1.42M), and Westwood Holdings Group Inc. ($1.41M).

Institutional investors have bought a total of 27,669,019 shares in the last 24 months. This purchase volume represents approximately $2.71B in transactions.

Of the 203 institutional investors that sold SouthState Bank's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: T. Rowe Price Investment Management Inc. ($2.95M), Laurel Wealth Advisors LLC ($1.42M), Millennium Management LLC ($1.00M), Qube Research & Technologies Ltd ($399.87K), Wellington Management Group LLP ($240.78K), UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC ($232.65K), and Morgan Stanley ($197.63K).

Institutional investors have sold a total of 10,319,772 shares in the last 24 months. This volume of shares sold represents approximately $992.08M in transactions.


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Institutional ownership data for NYSE:SSB is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/29/2026. New 13F filings are added each quarter as they're published.
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