DaveManuel.com · Institutional Ownership · Who Owns It
SOUTHSTATE BK CORP (SSB)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
562
Reporting holders
$8.5B
Reported value
88.1%
Of shares outstanding
0.1%
Calls
0.0%
Puts
+42
Holder change
Institutions report 85,401,452 shares against 96,974,534 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $981.6M | 9,825,398 | 0.01% | 4q | +3.7%+$35.2M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $633.6M | 6,342,629 | 0.03% | 2q | +2.2%+$13.4M |
| DIMENSIONAL FUND ADVISORS LP | $510.0M | 5,104,685 | 0.09% | 4q | +3.4%+$17.0M |
| VANGUARD CAPITAL MANAGEMENT LLC | $441.3M | 4,417,078 | 0.01% | 2q | HELD |
| STATE STREET CORP | $385.4M | 3,858,127 | 0.01% | 4q | +3.3%+$12.3M |
| T. Rowe Price Investment Management, Inc. | $257.4M | 2,576,667 | 0.17% | 4q | -3.8%-$10.2M |
| Invesco Ltd. | $229.3M | 2,295,282 | 0.02% | 4q | +7.9%+$16.8M |
| AMERICAN CENTURY COMPANIES INC | $208.4M | 2,085,755 | 0.09% | 4q | -1.1%-$2.3M |
| FMR LLC | $208.2M | 2,084,342 | 0.01% | 4q | +19.9%+$34.5M |
| GEODE CAPITAL MANAGEMENT, LLC | $194.8M | 1,949,937 | 0.01% | 4q | -0.5%-$1.0M |
| FRANKLIN RESOURCES INC | $184.1M | 1,842,441 | 0.04% | 4q | +3.4%+$6.1M |
| AQR CAPITAL MANAGEMENT LLC | $183.0M | 1,831,837 | 0.06% | 4q | +23.8%+$35.1M |
| VICTORY CAPITAL MANAGEMENT INC | $169.2M | 1,693,709 | 0.09% | 4q | +0.7%+$1.2M |
| WELLINGTON MANAGEMENT GROUP LLP | $151.9M | 1,520,652 | 0.03% | 4q | +15.4%+$20.3M |
| MORGAN STANLEY | $135.3M | 1,354,675 | 0.01% | 4q | -8.2%-$12.0M |
| Qube Research & Technologies Ltd | $130.9M | 1,309,972 | 0.12% | 4q | +43.2%+$39.5M |
| Bank of New York Mellon Corp | $130.4M | 1,305,493 | 0.02% | 4q | -9.5%-$13.7M |
| NORGES BANK | $123.8M | 1,238,885 | 0.01% | 2q | -7.4%-$9.9M |
| FIRST TRUST ADVISORS LP | $121.7M | 1,218,164 | 0.07% | 4q | +6.0%+$6.9M |
| EARNEST PARTNERS LLC | $119.1M | 1,192,129 | 0.43% | 4q | -3.5%-$4.4M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $119.0M | 1,191,148 | 0.02% | 4q | -2.3%-$2.8M |
| Allspring Global Investments Holdings, LLC | $95.2M | 939,032 | 0.15% | 4q | -12.9%-$14.1M |
| GOLDMAN SACHS GROUP INC | $87.6M | 877,196 | 0.01% | 4q | +5.5%+$4.6M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $85.5M | 855,527 | 0.07% | 4q | +0.6%+$475.9K |
| NORTHERN TRUST CORP | $81.8M | 818,486 | 0.01% | 4q | -0.5%-$450.1K |
| Capital International Investors | $79.8M | 798,826 | 0.02% | 4q | -25.0%-$26.6M |
| Holocene Advisors, LP | $65.5M | 655,606 | 0.15% | 4q | -5.2%-$3.6M |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | $65.0M | 650,427 | 0.57% | 2q | +46.5%+$20.6M |
| Capital World Investors | $63.8M | 639,074 | 0.01% | 4q | -24.2%-$20.4M |
| WESTWOOD HOLDINGS GROUP INC | $62.0M | 620,988 | 0.47% | 4q | -38.7%-$39.2M |
| VANGUARD FIDUCIARY TRUST CO | $61.8M | 618,505 | 0.01% | 2q | +0.9%+$532.3K |
| BANK OF AMERICA CORP /DE/ | $59.8M | 598,519 | 0.00% | 4q | -24.0%-$18.9M |
| Fisher Asset Management, LLC | $58.7M | 587,219 | 0.02% | 4q | -0.6%-$365.5K |
| SEGALL BRYANT & HAMILL, LLC | $58.3M | 583,656 | 0.69% | 4q | -5.5%-$3.4M |
| ALGEBRIS (UK) LTD | $57.3M | 575,313 | 3.77% | 4q | +6.6%+$3.6M |
| UBS Group AG | $51.9M | 519,875 | 0.01% | 4q | -31.1%-$23.4M |
| Thrivent Financial for Lutherans | $51.6M | 516,364 | 0.09% | 4q | +79.3%+$22.8M |
| Verition Fund Management LLC | $46.4M | 463,970 | 0.24% | 4q | +97.6%+$22.9M |
| FJ Capital Management LLC | $43.9M | 438,973 | 5.69% | 4q | -43.6%-$33.9M |
| JPMORGAN CHASE & CO | $40.9M | 404,240 | 0.00% | 4q | +2.5%+$999.9K |
| LOOMIS SAYLES & CO L P | $40.2M | 402,723 | 0.05% | 4q | -3.2%-$1.3M |
| SEI INVESTMENTS CO | $36.7M | 367,039 | 0.03% | 4q | -10.6%-$4.4M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $35.4M | 354,763 | 0.05% | new | NEW |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $35.0M | 350,304 | 0.04% | 2q | -0.6%-$214.4K |
| D. E. Shaw & Co., Inc. | $34.7M | 347,813 | 0.02% | new | NEW |
| KENNEDY CAPITAL MANAGEMENT LLC | $34.4M | 344,799 | 0.61% | 4q | +78.3%+$15.1M |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | $32.4M | 324,796 | 0.16% | 4q | -3.6%-$1.2M |
| CINCINNATI INSURANCE CO | $29.0M | 290,274 | 0.42% | 2q | +52.6%+$10.0M |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | $28.1M | 281,031 | 1.12% | 4q | +162.2%+$17.4M |
| MetLife Investment Management, LLC | $27.6M | 276,674 | 0.13% | 2q | HELD |
| Capital Research Global Investors | $27.2M | 272,734 | 0.00% | 4q | -71.8%-$69.5M |
| REGIONS FINANCIAL CORP | $27.1M | 271,457 | 0.16% | 3q | HELD |
| Nuveen, LLC | $26.9M | 269,548 | 0.01% | 4q | -8.7%-$2.6M |
| RHUMBLINE ADVISERS | $25.9M | 259,620 | 0.02% | 4q | HELD |
| DEPRINCE RACE & ZOLLO INC | $25.2M | 252,687 | 0.42% | 4q | -65.3%-$47.5M |
| Retirement Systems of Alabama | $24.5M | 244,935 | 0.07% | 4q | -7.7%-$2.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $24.2M | 242,418 | 0.00% | 4q | -6.0%-$1.5M |
| BANK OF MONTREAL /CAN/ | $23.7M | 237,223 | 0.01% | 4q | -7.1%-$1.8M |
| PRINCIPAL FINANCIAL GROUP INC | $22.2M | 221,739 | 0.01% | 4q | HELD |
| Stieven Capital Advisors, L.P. | $22.1M | 221,394 | 4.22% | 4q | -17.9%-$4.8M |
| MILLENNIUM MANAGEMENT LLC | $21.9M | 218,725 | 0.01% | 4q | +1853.3%+$20.7M |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $21.5M | 215,299 | 0.03% | 4q | +11.1%+$2.1M |
| NATIXIS ADVISORS, LLC | $21.1M | 211,523 | 0.02% | 4q | +56.0%+$7.6M |
| CINCINNATI FINANCIAL CORP | $20.0M | 200,419 | 0.38% | 2q | HELD |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $19.7M | 197,587 | 0.01% | 4q | +658.7%+$17.1M |
| Swiss National Bank | $19.7M | 196,730 | 0.01% | 4q | -1.1%-$219.8K |
| MALTESE CAPITAL MANAGEMENT LLC | $19.5M | 195,000 | 3.55% | 4q | -2.5%-$499.9K |
| Balyasny Asset Management L.P. | $18.4M | 184,209 | 0.02% | 4q | +159.7%+$11.3M |
| California Public Employees Retirement System | $17.0M | 170,384 | 0.01% | 4q | -1.6%-$284.9K |
| OSSIAM | $16.9M | 169,229 | 0.22% | new | NEW |
| Trexquant Investment LP | $16.8M | 167,677 | 0.10% | 3q | +98.8%+$8.3M |
| STATE OF WISCONSIN INVESTMENT BOARD | $15.8M | 158,578 | 0.03% | 4q | -6.6%-$1.1M |
| STRS OHIO | $15.8M | 157,700 | 0.06% | 4q | -6.6%-$1.1M |
| ALGERT GLOBAL LLC | $15.7M | 156,990 | 0.19% | 4q | +107.2%+$8.1M |
| FIRST NATIONAL BANK OF OMAHA | $15.4M | 154,272 | 0.43% | 4q | +36.3%+$4.1M |
| AMERIPRISE FINANCIAL INC | $14.8M | 148,326 | 0.00% | 4q | +17.8%+$2.2M |
| BARCLAYS PLC | $14.7M | 147,519 | 0.00% | 4q | +10.6%+$1.4M |
| TWO SIGMA INVESTMENTS, LP | $14.6M | 145,871 | 0.01% | 2q | +138.3%+$8.5M |
| Ceredex Value Advisors LLC | $13.1M | 130,700 | 0.37% | 4q | -11.9%-$1.8M |
| SummitTX Capital, L.P. | $12.9M | 128,858 | 0.33% | new | NEW |
| RAYMOND JAMES FINANCIAL INC | $12.8M | 128,041 | 0.00% | 4q | +5.2%+$628.6K |
| Creative Planning | $12.7M | 126,751 | 0.01% | 4q | +64.7%+$5.0M |
| Legal & General Group Plc | $12.5M | 125,478 | 0.00% | 4q | -1.8%-$231.3K |
| Quantinno Capital Management LP | $12.2M | 122,575 | 0.01% | 4q | +24.5%+$2.4M |
| Carlson Capital, L.P. | $12.0M | 119,913 | 2.42% | 4q | +562.6%+$10.2M |
| HighTower Advisors, LLC | $11.6M | 115,901 | 0.01% | 4q | HELD |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $11.4M | 114,161 | 0.01% | 4q | -4.1%-$487.3K |
| ALLIANCEBERNSTEIN L.P. | $11.2M | 121,275 | 0.00% | 4q | -2.0%-$233.2K |
| Leeward Investments, LLC - MA | $11.0M | 109,759 | 0.50% | 4q | +32.2%+$2.7M |
| ENVESTNET ASSET MANAGEMENT INC | $10.6M | 106,189 | 0.00% | 4q | -2.1%-$232.3K |
| Channing Capital Management, LLC | $10.5M | 105,218 | 0.24% | 4q | +23.6%+$2.0M |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | $10.4M | 103,701 | 0.10% | 4q | -5.3%-$579.3K |
| PRIVATE MANAGEMENT GROUP INC | $10.0M | 100,525 | 0.26% | 3q | HELD |
| TUDOR INVESTMENT CORP ET AL | $9.9M | 99,058 | 0.01% | 4q | +3297.1%+$9.6M |
| VANGUARD ASSET MANAGEMENT, Ltd | $9.9M | 98,891 | 0.01% | 2q | +3.2%+$303.6K |
| Russell Investments Group, Ltd. | $9.9M | 98,641 | 0.01% | 4q | -40.1%-$6.6M |
| CRAWFORD INVESTMENT COUNSEL INC | $9.8M | 98,243 | 0.16% | 4q | -1.3%-$127.9K |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | $9.3M | 93,181 | 0.06% | 4q | -5.5%-$541.9K |
| PRICE T ROWE ASSOCIATES INC /MD/ | $9.2M | 91,750 | 0.00% | 4q | +5.0%+$436.4K |
| GABELLI FUNDS LLC | $9.2M | 91,726 | 0.06% | 4q | -1.7%-$161.4K |
Showing the largest 100 of 562 reported holders.
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-08-05 | Brooks David R | Director | Sold | 24,650 | $2.7M ×4 |
| 2026-08-03 | Brooks David R | Director | Sold | 6,181 | $667.1K |
| 2026-08-19 | MATTHEWS WILLIAM E V | Chief Financial Officer | Sold | 4,000 | $435.7K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 153 | $167.1M | 1,682,350 | 21 | 49 | 30 | 0.0% |
| Q2 2026 | 562 | $8.5B | 85,401,452 | 92 | 189 | 160 | 0.1% |
| Q1 2026 | 520 | $7.7B | 82,774,442 | 84 | 181 | 134 | 0.1% |
| Q4 2025 | 490 | $7.7B | 82,081,463 | 74 | 121 | 160 | 0.1% |
| Q3 2025 | 463 | $8.2B | 82,842,576 | 452 | 13 | 13 | 0.1% |
| Q2 2025 | 485 | $7.9B | 85,982,829 | 73 | 150 | 140 | 0.0% |
| Q1 2025 | 459 | $8.3B | 89,260,354 | 85 | 205 | 77 | 0.0% |
| Q4 2024 | 422 | $6.9B | 69,269,578 | 53 | 115 | 124 | 0.1% |
| Q3 2024 | 388 | $6.7B | 68,643,587 | 53 | 107 | 118 | 0.1% |
| Q2 2024 | 378 | $5.2B | 68,256,670 | 46 | 117 | 111 | 0.1% |
| Q1 2024 | 365 | $6.0B | 70,428,683 | 31 | 81 | 134 | 0.1% |
| Q4 2023 | 360 | $6.0B | 70,539,790 | 41 | 95 | 114 | 0.5% |
| Q3 2023 | 332 | $4.5B | 67,190,726 | 24 | 93 | 108 | 0.1% |
| Q2 2023 | 327 | $4.5B | 67,733,494 | 27 | 101 | 96 | 0.1% |
| Q1 2023 | 342 | $5.1B | 71,300,633 | 50 | 125 | 87 | 0.1% |
| Q4 2022 | 349 | $4.8B | 62,206,601 | 42 | 107 | 97 | 0.0% |
| Q3 2022 | 326 | $8.6B | 108,459,786 | 40 | 87 | 97 | 0.2% |
| Q2 2022 | 305 | $8.9B | 114,903,758 | 26 | 74 | 97 | 0.1% |
| Q1 2022 | 313 | $9.1B | 111,300,739 | 45 | 98 | 81 | 0.1% |
| Q4 2021 | 302 | $9.4B | 116,678,160 | 25 | 77 | 84 | 0.1% |
| Q3 2021 | 294 | $7.3B | 98,333,061 | 40 | 103 | 64 | 0.1% |
| Q2 2021 | 285 | $7.8B | 94,835,027 | 21 | 66 | 96 | 0.0% |
| Q1 2021 | 295 | $7.4B | 93,550,701 | 38 | 75 | 104 | 0.1% |
| Q4 2020 | 279 | $7.0B | 96,621,299 | 43 | 68 | 90 | 0.2% |
| Q3 2020 | 259 | $4.6B | 95,302,631 | 22 | 76 | 100 | 0.1% |
| Q2 2020 | 272 | $4.5B | 93,332,707 | 119 | 108 | 26 | 0.1% |
| Q1 2020 | 177 | $3.7B | 62,204,537 | 22 | 59 | 66 | 0.1% |
| Q4 2019 | 195 | $4.0B | 45,747,803 | 23 | 57 | 70 | 0.1% |
| Q3 2019 | 181 | $3.4B | 45,637,693 | 16 | 48 | 72 | 0.1% |
| Q2 2019 | 175 | $3.4B | 46,621,367 | 12 | 48 | 74 | 0.1% |
| Q1 2019 | 184 | $3.2B | 46,818,641 | 27 | 63 | 62 | 0.0% |
| Q4 2018 | 185 | $2.7B | 45,824,835 | 2 | 5 | 4 | 0.0% |