SOUTHSTATE BK CORP (SSB)
Institutional ownership reported to the SEC as of Q2 2026, across 8 quarters.
523
Reporting holders
$8.3B
Reported value
85.7%
Of shares outstanding
0.1%
Held as options
+46
Holder change
Institutions report 83,103,892 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.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
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 |
| 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 |
| Sixth Street Partners Management Company, L.P. | $119.0M | 1,191,148 | 0.02% | new | NEW |
| Allspring Global Investments Holdings, LLC | $95.2M | 939,032 | 0.15% | 4q | -12.9%-$14.1M |
| Verition Fund Management LLC | $92.7M | 927,940 | 0.24% | 4q | +295.2%+$69.2M |
| 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 |
| 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 |
| 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 | +3.6%+$542.5K |
| 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 | -41.1%-$10.3M |
| 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 |
| 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 |
| GABELLI FUNDS LLC | $9.2M | 91,726 | 0.06% | 4q | -1.7%-$161.4K |
| STIFEL FINANCIAL CORP | $8.9M | 88,957 | 0.01% | 4q | +11.3%+$900.0K |
| WELLS FARGO & COMPANY/MN | $8.8M | 87,883 | 0.00% | 4q | -50.6%-$9.0M |
| NATIXIS | $8.3M | 83,484 | 0.03% | new | NEW |
| NEW YORK STATE COMMON RETIREMENT FUND | $7.9M | 78,835 | 0.01% | 4q | -43.2%-$6.0M |
Showing the largest 100 of 552 reported holders.
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 |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 523 | $8.3B | 83,103,892 | 93 | 171 | 149 | 0.1% |
| Q1 2026 | 477 | $7.3B | 79,168,538 | 77 | 172 | 121 | 0.2% |
| Q4 2025 | 457 | $7.3B | 77,186,573 | 70 | 114 | 148 | 0.1% |
| Q3 2025 | 419 | $7.7B | 78,212,769 | 418 | 1 | 1 | 0.1% |
| Q2 2025 | 2 | $661.2K | 7,184 | 1 | 0 | 0 | 0.0% |
| Q1 2025 | 1 | $1.1K | 12 | 1 | 0 | 0 | 0.0% |
| Q2 2024 | 1 | $22.0K | 288 | 0 | 0 | 0 | 0.0% |
| Q1 2024 | 1 | $24.5K | 288 | 1 | 0 | 0 | 0.0% |