South State Corp (SSB) Ownership

66.99 ↑0.61 (0.92%)

As of September 28, 2023, 3:59pm EST.

Institutions
Mutual Funds

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of South State Corp (SSB), owning a total of 9.2 million shares. Combined, the top 26 institutional holders of SSB own 76.34% of the company with a total of 58 million shares.

In the latest ownership report on June 30th 2023, the top 26 institutional holders decreased their combined ownership of SSB by 1.3 million shares. 14 institutions bought 1,818,882 total additional shares and increased their ownership by an average of 7.52%. However 6 institutions sold 3,090,627 total shares and decreased their ownership by an average of 18.81%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of South State Corp decreased by a net total of -1,271,745 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	12.066%	2.730%	9,170,726	243,709	2023-06-30
Vanguard Group Inc	11.027%	-4.546%	8,381,303	-399,184	2023-06-30
T. Rowe Price Investment Management,Inc.	5.174%	0.004%	3,932,696	152	2023-06-30
State Street Corporation	4.872%	8.827%	3,703,130	300,359	2023-06-30
Victory Capital Management Inc.	3.749%	2.899%	2,849,341	80,275	2023-06-30
Dimensional Fund Advisors, Inc.	3.388%	11.926%	2,575,211	274,402	2023-06-30
American Century Companies Inc	2.630%	3.264%	1,998,853	63,185	2023-06-30
Franklin Resources Inc	2.290%	-1.865%	1,740,683	-33,074	2023-06-30
Morgan Stanley - Brokerage Accounts	2.240%	25.033%	1,702,341	340,825	2023-06-30
Earnest Partners LLC	2.099%	-8.482%	1,595,102	-147,826	2023-06-30
Geode Capital Management, LLC	2.095%	5.315%	1,592,127	80,354	2023-06-30
Wellington Management Company LLP	2.008%	-0.225%	1,525,859	-3,437	2023-06-30
Allspring Global Investments Holdings, LLC	1.497%	18.698%	1,137,792	179,235	2023-06-30
Bank of New York Mellon Corp	1.462%	12.723%	1,110,888	125,386	2023-06-30
Northern Trust Corp	1.461%	3.837%	1,110,092	41,017	2023-06-30
Macquarie Group Ltd	1.301%	1.140%	988,654	11,140	2023-06-30
Charles Schwab Investment Management Inc	1.271%	5.503%	965,706	50,369	2023-06-30
Channing Capital Management, LLC	1.156%	3.351%	878,260	28,474	2023-06-30
Goldman Sachs Group Inc	1.126%	-25.474%	855,944	-292,576	2023-06-30
Select Equity Group LP	1.118%	-72.278%	849,373	-2,214,530	2023-06-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	12.066%	2.730%	9,170,726	243,709	2023-06-30
Vanguard Group Inc	11.027%	-4.546%	8,381,303	-399,184	2023-06-30
T. Rowe Price Investment Management,Inc.	5.174%	0.004%	3,932,696	152	2023-06-30
State Street Corporation	4.872%	8.827%	3,703,130	300,359	2023-06-30
T. Rowe Price Associates, Inc.	4.272%	-12.632%	3,233,076	-467,460	2022-06-30
Victory Capital Management Inc.	3.749%	2.899%	2,849,341	80,275	2023-06-30
Dimensional Fund Advisors, Inc.	3.388%	11.926%	2,575,211	274,402	2023-06-30
Bank of America Corp	2.655%	166.615%	2,017,648	1,260,884	2023-03-31
American Century Companies Inc	2.630%	3.264%	1,998,853	63,185	2023-06-30
Franklin Resources Inc	2.290%	-1.865%	1,740,683	-33,074	2023-06-30
Morgan Stanley - Brokerage Accounts	2.240%	25.033%	1,702,341	340,825	2023-06-30
Earnest Partners LLC	2.099%	-8.482%	1,595,102	-147,826	2023-06-30
Geode Capital Management, LLC	2.095%	5.315%	1,592,127	80,354	2023-06-30
Wellington Management Company LLP	2.008%	-0.225%	1,525,859	-3,437	2023-06-30
Citadel Advisors Llc	1.656%	31.344%	1,256,188	299,777	2022-12-31
Allspring Global Investments Holdings, LLC	1.497%	18.698%	1,137,792	179,235	2023-06-30
Bank of New York Mellon Corp	1.462%	12.723%	1,110,888	125,386	2023-06-30
Northern Trust Corp	1.461%	3.837%	1,110,092	41,017	2023-06-30
Eaton Vance Management	1.364%	0.575%	1,034,526	5,918	2022-09-30
Macquarie Group Ltd	1.301%	1.140%	988,654	11,140	2023-06-30
Charles Schwab Investment Management Inc	1.271%	5.503%	965,706	50,369	2023-06-30
Capital Research Global Investors	1.257%	-69.917%	951,840	-2,212,239	2022-09-30
Channing Capital Management, LLC	1.156%	3.351%	878,260	28,474	2023-06-30
Goldman Sachs Group Inc	1.126%	-25.474%	855,944	-292,576	2023-06-30
Select Equity Group LP	1.118%	-72.278%	849,373	-2,214,530	2023-06-30
Silvercrest Asset Management Group LLC	1.108%	-2.758%	840,884	-23,851	2023-03-31

Mutual Fund Ownership

iShares Core S&P Mid-Cap ETF is the biggest individual fund holder of South State Corp (SSB), owning a total of 2.4 million shares. Combined, the top 25 mutual fund holders of SSB own 41.56% of the company with a total of 31.6 million shares.

In the latest ownership report on August 31st 2023, the top 25 fund holders increased their combined ownership of SSB by 18 thousand shares. 3 funds bought 35,214 total additional shares and increased their ownership by an average of 1.20%. However 6 funds sold 17,139 total shares and decreased their ownership by an average of 0.23%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding South State Corp increased by a net total of 18,075 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	3.221%	-0.132%	2,447,911	-3,240	2023-08-31
Vanguard Total Stock Mkt Idx Inv	3.097%	-0.011%	2,353,679	-249	2023-08-31
Vanguard Small Cap Index	2.601%	0.393%	1,976,874	7,740	2023-08-31
iShares Russell 2000 ETF	2.342%	-0.362%	1,779,887	-6,468	2023-08-31
Vanguard Small Cap Value Index Inv	1.798%	-0.187%	1,366,565	-2,553	2023-08-31
Vanguard Extended Market Index Investor	1.372%	-0.016%	1,042,674	-169	2023-08-31
Allspring Special Small Cap Value A	1.266%	1.466%	962,395	13,900	2023-08-31
SPDR® S&P Regional Banking ETF	1.048%	1.733%	796,737	13,574	2023-08-31
iShares Russell 2000 Value ETF	0.905%	-0.644%	687,852	-4,460	2023-08-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Mid-Cap ETF	3.221%	-0.132%	2,447,911	-3,240	2023-08-31
Vanguard Total Stock Mkt Idx Inv	3.097%	-0.011%	2,353,679	-249	2023-08-31
Vanguard Instl Ttl Stck Mkt Idx Tr	3.064%	1.072%	2,328,806	24,700	2023-03-31
Vanguard Small Cap Index	2.601%	0.393%	1,976,874	7,740	2023-08-31
iShares Russell 2000 ETF	2.342%	-0.362%	1,779,887	-6,468	2023-08-31
American Century Small Cap Value Inv	1.954%	1.020%	1,485,000	15,000	2023-06-30
American Century U.S. Small Cap Value	1.954%	1.020%	1,485,000	15,000	2023-06-30
Victory Small Cap Value CIT (Net 75)	1.912%	4.910%	1,453,000	68,000	2023-06-30
Victory Sycamore Small Company Opp R	1.912%	4.910%	1,453,000	68,000	2023-06-30
T. Rowe Price Small-Cap Value	1.807%	0.036%	1,373,537	500	2023-06-30
Vanguard Small Cap Value Index Inv	1.798%	-0.187%	1,366,565	-2,553	2023-08-31
Franklin Small Cap Value A	1.584%	0.000%	1,203,900	0	2023-07-31
Franklin Small Cap Value SMA Composite	1.584%	-1.003%	1,203,900	-12,199	2023-06-30
Franklin US Small Cap Value Equity	1.584%	-1.003%	1,203,900	-12,199	2023-06-30
Vanguard Extended Market Index Investor	1.372%	-0.016%	1,042,674	-169	2023-08-31
Allspring Special Small Cap Value A	1.266%	1.466%	962,395	13,900	2023-08-31
SPDR® S&P Regional Banking ETF	1.048%	1.733%	796,737	13,574	2023-08-31
Calvert US Small-Cap SMA	1.025%	214,556.000%	777,054	776,692	2022-09-30
American Funds SMALLCAP World A	0.961%	55.229%	730,763	259,998	2023-06-30
Macquarie US Small Cap Core Equity	0.934%	1.111%	710,169	7,800	2023-06-30
Delaware Small Cap Core I	0.935%	0.000%	710,169	0	2023-06-30
iShares Russell 2000 Value ETF	0.905%	-0.644%	687,852	-4,460	2023-08-31
Calvert US Small-Cap Strategy	0.906%	-11.527%	687,485	-89,569	2022-12-31
Calvert Small-Cap A	0.908%	-12.326%	687,485	-96,650	2022-12-31
T. Rowe Price Small-Cap Stock	0.884%	20.709%	670,904	115,100	2023-03-31