SouthState Corporation (SSB) Ownership

104.82 ↓0.27 (-0.26%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of SouthState Corporation (SSB), owning a total of 9.5 million shares. Combined, the top 30 institutional holders of SSB own 86.15% of the company with a total of 65.7 million shares.

In the latest ownership report on June 30th 2024, the top 30 institutional holders increased their combined ownership of SSB by 1.3 million shares. 16 institutions bought 1,868,988 total additional shares and increased their ownership by an average of 8.68%. However 4 institutions sold 556,956 total shares and decreased their ownership by an average of 4.56%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of SouthState Corporation increased by a net total of 1,312,032 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	12.510%	0.834%	9,543,863	78,915	2024-06-30
Vanguard Group Inc	10.991%	-0.107%	8,385,142	-8,993	2024-06-30
State Street Corp	4.771%	3.739%	3,639,731	131,193	2024-06-30
T. Rowe Price Investment Management,Inc.	4.628%	-11.738%	3,530,717	-469,543	2024-06-30
Dimensional Fund Advisors, Inc.	4.363%	12.580%	3,328,984	371,987	2024-06-30
Morgan Stanley - Brokerage Accounts	4.245%	8.063%	3,238,524	241,634	2024-06-30
Victory Capital Management Inc.	3.673%	1.639%	2,802,373	45,176	2024-06-30
Franklin Resources Inc	2.542%	-1.510%	1,939,153	-29,738	2024-06-30
Geode Capital Management, LLC	2.345%	4.322%	1,788,963	74,114	2024-06-30
American Century Companies Inc	2.210%	2.399%	1,685,828	39,492	2024-06-30
Earnest Partners LLC	1.959%	2.813%	1,494,332	40,879	2024-06-30
Wellington Management Company LLP	1.814%	4.297%	1,384,106	57,025	2024-06-30
Macquarie Group Ltd	1.511%	23.486%	1,152,850	219,264	2024-06-30
Allspring Global Investments Holdings, LLC	1.500%	1.884%	1,144,513	21,160	2024-06-30
Northern Trust Corp	1.381%	5.690%	1,053,428	56,717	2024-06-30
Channing Capital Management, LLC	1.352%	21.992%	1,031,153	185,890	2024-06-30
Bank of New York Mellon Corp	1.238%	-4.901%	944,618	-48,682	2024-06-30
Charles Schwab Investment Management Inc	1.200%	8.161%	915,668	69,091	2024-06-30
Goldman Sachs Group Inc	1.069%	28.325%	815,801	180,068	2024-06-30
Silvercrest Asset Management Group LLC	0.924%	8.692%	705,053	56,383	2024-06-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	12.510%	0.834%	9,543,863	78,915	2024-06-30
Vanguard Group Inc	10.991%	-0.107%	8,385,142	-8,993	2024-06-30
State Street Corp	4.771%	3.739%	3,639,731	131,193	2024-06-30
T. Rowe Price Investment Management,Inc.	4.628%	-11.738%	3,530,717	-469,543	2024-06-30
State Street Corporation	4.602%	-2.933%	3,508,538	-106,002	2024-03-31
Dimensional Fund Advisors, Inc.	4.363%	12.580%	3,328,984	371,987	2024-06-30
Morgan Stanley - Brokerage Accounts	4.245%	8.063%	3,238,524	241,634	2024-06-30
T. Rowe Price Associates, Inc.	4.272%	-12.632%	3,233,076	-467,460	2022-06-30
Victory Capital Management Inc.	3.673%	1.639%	2,802,373	45,176	2024-06-30
Bank of America Corp	2.655%	166.615%	2,017,648	1,260,884	2023-03-31
Franklin Resources Inc	2.542%	-1.510%	1,939,153	-29,738	2024-06-30
Geode Capital Management, LLC	2.345%	4.322%	1,788,963	74,114	2024-06-30
American Century Companies Inc	2.210%	2.399%	1,685,828	39,492	2024-06-30
Earnest Partners LLC	1.959%	2.813%	1,494,332	40,879	2024-06-30
Wellington Management Company LLP	1.814%	4.297%	1,384,106	57,025	2024-06-30
Citadel Advisors Llc	1.656%	31.344%	1,256,188	299,777	2022-12-31
Macquarie Group Ltd	1.511%	23.486%	1,152,850	219,264	2024-06-30
Allspring Global Investments Holdings, LLC	1.500%	1.884%	1,144,513	21,160	2024-06-30
Northern Trust Corp	1.381%	5.690%	1,053,428	56,717	2024-06-30
Eaton Vance Management	1.364%	0.575%	1,034,526	5,918	2022-09-30
Channing Capital Management, LLC	1.352%	21.992%	1,031,153	185,890	2024-06-30
Capital Research Global Investors	1.257%	-69.917%	951,840	-2,212,239	2022-09-30
Bank of New York Mellon Corp	1.238%	-4.901%	944,618	-48,682	2024-06-30
Charles Schwab Investment Management Inc	1.200%	8.161%	915,668	69,091	2024-06-30
NORGES BANK	1.173%	13.935%	893,846	109,325	2023-12-31
Select Equity Group LP	1.117%	-72.278%	849,373	-2,214,530	2023-06-30
Goldman Sachs Group Inc	1.069%	28.325%	815,801	180,068	2024-06-30
Manufacturers Life Insurance Co	0.927%	-1.977%	706,553	-14,248	2024-03-31
Silvercrest Asset Management Group LLC	0.924%	8.692%	705,053	56,383	2024-06-30
Fisher Asset Management, LLC	0.905%	-10.900%	690,268	-84,446	2024-03-31

Mutual Fund Ownership

iShares Core S&P Mid-Cap ETF is the biggest individual fund holder of SouthState Corporation (SSB), owning a total of 2.4 million shares. Combined, the top 29 mutual fund holders of SSB own 44.87% of the company with a total of 34.2 million shares.

In the latest ownership report on October 31st 2024, the top 29 fund holders increased their combined ownership of SSB by 3 thousand shares. 1 funds bought 1,296 total additional shares and increased their ownership by an average of 0.05%. However 1 funds sold 4,424 total shares and decreased their ownership by an average of 0.22%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding SouthState Corporation decreased by a net total of -3,128 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Mid-Cap ETF	3.145%	0.054%	2,399,246	1,296	2024-10-31
iShares Russell 2000 ETF	2.583%	-0.224%	1,970,309	-4,424	2024-10-31
iShares Russell 2000 Value ETF	0.953%	0.000%	727,393	0	2024-10-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Mid-Cap ETF	3.145%	0.054%	2,399,246	1,296	2024-10-31
Vanguard Total Stock Mkt Idx Inv	3.140%	0.067%	2,395,591	1,601	2024-09-30
Vanguard Instl Ttl Stck Mkt Idx Tr	3.064%	1.072%	2,328,806	24,700	2023-03-31
iShares Russell 2000 ETF	2.583%	-0.224%	1,970,309	-4,424	2024-10-31
Vanguard Small Cap Index	2.502%	-0.914%	1,908,979	-17,611	2024-09-30
American Century Small Cap Value Inv	1.743%	-0.746%	1,330,000	-10,000	2024-09-30
American Century U.S. Small Cap Value	1.743%	-0.746%	1,330,000	-10,000	2024-09-30
Franklin Small Cap Value SMA Composite	1.742%	-12.186%	1,327,014	-184,147	2024-03-31
Vanguard Small Cap Value Index Inv	1.694%	-0.055%	1,292,361	-708	2024-09-30
T. Rowe Price Small-Cap Value	1.625%	-0.896%	1,239,342	-11,203	2024-09-30
American Funds SMALLCAP World A	1.595%	0.000%	1,217,030	0	2024-09-30
Franklin Small Cap Value A	1.550%	-6.440%	1,182,218	-81,378	2024-09-30
Franklin US Small Cap Value Equity	1.550%	-7.271%	1,182,218	-92,692	2024-09-30
Vanguard Institutional Extnd Mkt Idx Tr	1.486%	-2.538%	1,133,787	-29,529	2024-09-30
Vanguard Extended Market Index Investor	1.372%	-0.016%	1,042,674	-169	2023-08-31
Victory Small Cap Value CIT (Net 75)	1.357%	-25.000%	1,035,000	-345,000	2024-09-30
Victory Sycamore Small Company Opp R	1.357%	-25.000%	1,035,000	-345,000	2024-09-30
Allspring Special Small Cap Value A	1.136%	-1.310%	866,489	-11,500	2024-09-30
Fidelity Small Cap Index	1.022%	-2.383%	779,339	-19,028	2024-08-31
Calvert US Small-Cap SMA	1.025%	214,556.000%	777,054	776,692	2022-09-30
Delaware Small Cap Core I	0.971%	-0.616%	740,572	-4,590	2024-09-30
SPDR® S&P Regional Banking ETF	0.970%	0.000%	739,749	0	2024-08-31
Fidelity® Small Cap Index	0.966%	2.859%	734,857	20,427	2023-10-31
Calvert US Small-Cap Strategy	0.962%	0.000%	733,866	0	2024-06-30
iShares Russell 2000 Value ETF	0.953%	0.000%	727,393	0	2024-10-31
EARNEST Small Cap Value	0.943%	66,160.300%	716,936	715,854	2023-12-31
Calvert Small-Cap A	0.896%	0.000%	683,601	0	2024-09-30
Macquarie US Small Cap Core Equity	0.895%	0.000%	680,210	0	2023-12-31
T. Rowe Price Small-Cap Stock	0.884%	20.709%	670,904	115,100	2023-03-31