Who owns SouthState (SSB)
Which tracked institutional funds hold SSB, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SSB company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
164 tracked funds added or opened SSB while 84 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
SSB’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes SSB more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in SSB divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 525 tracked filers holding SSB, 279 increased or opened the position and 240 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in SSB between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 32
- NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$35M
- D. E. Shaw & Co., Inc.$35M
- OSSIAM$17M
- SummitTX Capital, L.P.$13M
- NATIXIS$8M
- Alberta Investment Management Corp$7M
Full exits 40
- T. Rowe Price Investment Management, Inc.$248M
- Thrivent Financial for Lutherans$27M
- BESSEMER GROUP INC$25M
- Jain Global LLC$14M
- NATIXIS ADVISORS, LLC$13M
- Hudson Bay Capital Management LP$12M
Largest adds
- BlackRock, Inc.$198M
- VANGUARD PORTFOLIO MANAGEMENT LLC$59M
- DIMENSIONAL FUND ADVISORS LP$53M
- FMR LLC$48M
- AQR CAPITAL MANAGEMENT LLC$47M
- Qube Research & Technologies Ltd$46M
Largest trims
- Capital Research Global Investors$62M
- DEPRINCE RACE & ZOLLO INC$42M
- WESTWOOD HOLDINGS GROUP INC$32M
- FJ Capital Management LLC$28M
- NFJ INVESTMENT GROUP, LLC$24M
- Capital International Investors$19M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 9,825,398 | $982M | 12.8% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 6,342,629 | $634M | 8.3% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 5,104,685 | $510M | 6.6% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 4,417,078 | $441M | 5.8% | 2026-Q2 |
| STATE STREET CORP added | 3,858,127 | $385M | 5.0% | 2026-Q2 |
| Invesco Ltd. added | 2,295,282 | $229M | 3.0% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC trimmed | 2,085,755 | $208M | 2.7% | 2026-Q2 |
| FMR LLC added | 2,084,342 | $208M | 2.7% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 1,949,937 | $195M | 2.5% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 1,842,441 | $184M | 2.4% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 1,831,837 | $183M | 2.4% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 1,693,709 | $169M | 2.2% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP added | 1,520,652 | $152M | 2.0% | 2026-Q2 |
| MORGAN STANLEY trimmed | 1,354,675 | $135M | 1.8% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 1,309,972 | $131M | 1.7% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 1,305,493 | $130M | 1.7% | 2026-Q2 |
| NORGES BANK added | 1,238,885 | $124M | 1.6% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 1,218,164 | $122M | 1.6% | 2026-Q2 |
| EARNEST PARTNERS LLC trimmed | 1,192,129 | $119M | 1.6% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 1,191,148 | $119M | 1.6% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC trimmed | 939,032 | $95M | 1.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 877,196 | $88M | 1.1% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 855,527 | $85M | 1.1% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 818,486 | $82M | 1.1% | 2026-Q2 |
| Capital International Investors trimmed | 798,826 | $80M | 1.0% | 2026-Q2 |
| Holocene Advisors, LP trimmed | 655,606 | $65M | 0.9% | 2026-Q2 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. added | 650,427 | $65M | 0.8% | 2026-Q2 |
| Capital World Investors trimmed | 639,074 | $64M | 0.8% | 2026-Q2 |
| WESTWOOD HOLDINGS GROUP INC trimmed | 620,988 | $62M | 0.8% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 618,505 | $62M | 0.8% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 598,519 | $60M | 0.8% | 2026-Q2 |
| Fisher Asset Management, LLC trimmed | 587,219 | $59M | 0.8% | 2026-Q2 |
| SEGALL BRYANT & HAMILL, LLC added | 583,656 | $58M | 0.8% | 2026-Q2 |
| ALGEBRIS (UK) LTD added | 575,313 | $57M | 0.7% | 2026-Q2 |
| UBS Group AG trimmed | 519,875 | $52M | 0.7% | 2026-Q2 |
| Verition Fund Management LLC added | 463,970 | $46M | 0.6% | 2026-Q2 |
| FJ Capital Management LLC trimmed | 438,973 | $44M | 0.6% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 404,240 | $41M | 0.5% | 2026-Q2 |
| LOOMIS SAYLES & CO L P trimmed | 402,723 | $40M | 0.5% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 367,039 | $37M | 0.5% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. new | 354,763 | $35M | 0.5% | 2026-Q2 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. trimmed | 350,304 | $35M | 0.5% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 347,813 | $35M | 0.5% | 2026-Q2 |
| KENNEDY CAPITAL MANAGEMENT LLC added | 344,799 | $34M | 0.4% | 2026-Q2 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ trimmed | 324,796 | $32M | 0.4% | 2026-Q2 |
| CINCINNATI INSURANCE CO added | 290,274 | $29M | 0.4% | 2026-Q2 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. added | 281,031 | $28M | 0.4% | 2026-Q2 |
| MetLife Investment Management, LLC added | 276,674 | $28M | 0.4% | 2026-Q2 |
| Capital Research Global Investors trimmed | 272,734 | $27M | 0.4% | 2026-Q2 |
| REGIONS FINANCIAL CORP added | 271,457 | $27M | 0.4% | 2026-Q2 |
| Nuveen, LLC trimmed | 269,548 | $27M | 0.4% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 259,620 | $26M | 0.3% | 2026-Q2 |
| DEPRINCE RACE & ZOLLO INC trimmed | 252,687 | $25M | 0.3% | 2026-Q2 |
| Retirement Systems of Alabama trimmed | 244,935 | $24M | 0.3% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 242,418 | $24M | 0.3% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ trimmed | 237,223 | $24M | 0.3% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 221,739 | $22M | 0.3% | 2026-Q2 |
| Stieven Capital Advisors, L.P. trimmed | 221,394 | $22M | 0.3% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 218,725 | $22M | 0.3% | 2026-Q2 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. added | 215,299 | $22M | 0.3% | 2026-Q2 |
| CINCINNATI FINANCIAL CORP | 200,419 | $20M | 0.3% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 197,587 | $20M | 0.3% | 2026-Q2 |
| Swiss National Bank trimmed | 196,730 | $20M | 0.3% | 2026-Q2 |
| MALTESE CAPITAL MANAGEMENT LLC trimmed | 195,000 | $19M | 0.3% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. added | 184,209 | $18M | 0.2% | 2026-Q2 |
| California Public Employees Retirement System trimmed | 170,384 | $17M | 0.2% | 2026-Q2 |
| OSSIAM new | 169,229 | $17M | 0.2% | 2026-Q2 |
| Trexquant Investment LP added | 167,677 | $17M | 0.2% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD trimmed | 158,578 | $16M | 0.2% | 2026-Q2 |
| STRS OHIO trimmed | 157,700 | $16M | 0.2% | 2026-Q2 |
| ALGERT GLOBAL LLC added | 156,990 | $16M | 0.2% | 2026-Q2 |
| FIRST NATIONAL BANK OF OMAHA added | 154,272 | $15M | 0.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 148,326 | $15M | 0.2% | 2026-Q2 |
| BARCLAYS PLC added | 147,519 | $15M | 0.2% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 145,871 | $15M | 0.2% | 2026-Q2 |
| Ceredex Value Advisors LLC trimmed | 130,700 | $13M | 0.2% | 2026-Q2 |
| SummitTX Capital, L.P. added | 128,858 | $13M | 0.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 128,041 | $13M | 0.2% | 2026-Q2 |
| Creative Planning added | 126,751 | $13M | 0.2% | 2026-Q2 |
| Legal & General Group Plc trimmed | 125,478 | $13M | 0.2% | 2026-Q2 |
| Quantinno Capital Management LP added | 122,575 | $12M | 0.2% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 121,275 | $11M | 0.1% | 2026-Q2 |
| Carlson Capital, L.P. added | 119,913 | $12M | 0.2% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 114,161 | $11M | 0.1% | 2026-Q2 |
| Leeward Investments, LLC - MA added | 109,759 | $11M | 0.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 106,189 | $11M | 0.1% | 2026-Q2 |
| Channing Capital Management, LLC added | 105,218 | $11M | 0.1% | 2026-Q2 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC trimmed | 103,701 | $10M | 0.1% | 2026-Q2 |
| PRIVATE MANAGEMENT GROUP INC trimmed | 100,525 | $10M | 0.1% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL added | 99,058 | $10M | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 98,891 | $10M | 0.1% | 2026-Q2 |
| Russell Investments Group, Ltd. trimmed | 98,641 | $10M | 0.1% | 2026-Q2 |
| CRAWFORD INVESTMENT COUNSEL INC trimmed | 98,243 | $10M | 0.1% | 2026-Q2 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC trimmed | 93,181 | $9M | 0.1% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 91,750 | $9M | 0.1% | 2026-Q2 |
| GABELLI FUNDS LLC trimmed | 91,726 | $9M | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 88,957 | $9M | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 87,883 | $9M | 0.1% | 2026-Q2 |
| NATIXIS added | 83,484 | $8M | 0.1% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND trimmed | 78,835 | $8M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.