SouthState

SSB • NYSE

SouthState is a banks - regional company in the financial services sector on NYSE, led by John C. Corbett, with a market cap of $9.3B. As of Q3 2025, 81% of shares are held by 448 institutional investors, with VANGUARD GROUP INC as the largest holder at 10.65%.

Chief Executive OfficerJohn C. Corbett

Market Cap$9.3B

Banks - Regional

Financial Services

Employees5.2K

Websitesouthstatebank.com

Country

United States of America

Overview

Overview of institutional ownership in SSB as of Q3 2025 with a market cap of $10.0B

All Institutions

Institutions: 448
Value Held: $8.1B
Shares Held: 82.4M
Avg Position: $18.2M
Median Position: $979.4K

Hedge Funds

Hedge Funds: 40
Value Held: $814.3M
Shares Held: 8.2M
Avg Position: $20.4M
Median Position: $2.7M

Ownership Breakdown

Institutional (non-HF)

73.25%

$7.3B

Hedge Funds

8.14%

$814.3M

Retail & Other

18.61%

$1.9B

Based on market cap of $10.0B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in SSB as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
VANGUARD GROUP INC Institution	Salim Ramji CEO	$1.1B 0.02% of portfolio	10.65% 10.8M shares	≤ Q2 2013 Held for 12y 5m+	$6.69T
B BlackRock, Inc. Institution	-	$948.7M 0.02% of portfolio	9.48% 9.6M shares	≤ Q2 2013 Held for 12y 5m+	$5.67T
DIMENSIONAL FUND ADVISORS LP Long Only Manager	Gerard Kieran O'Reilly CEO	$461.4M 0.10% of portfolio	4.61% 4.7M shares	≤ Q2 2013 Held for 12y 5m+	$466.32B
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$387.9M 0.01% of portfolio	3.88% 3.9M shares	≤ Q2 2013 Held for 12y 5m+	$2.88T
T T. Rowe Price Investment Management, Inc. Insurance Manager	John Edward Robison President	$337.6M 0.21% of portfolio	3.37% 3.4M shares	Q3 2022 Held for 3y 2m	$161.58B
FMR LLC Institution	-	$216.7M 0.01% of portfolio	2.17% 2.2M shares	Q3 2018 Held for 7y 2m	$1.92T
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	Kenneth Cordele Griffin CEO	$188.7M 0.15% of portfolio	1.89% 1.9M shares	Q3 2016 Held for 9y 2m	$122.08B
A AMERICAN CENTURY COMPANIES INC Institution	-	$183.6M 0.09% of portfolio	1.83% 1.9M shares	Q3 2018 Held for 7y 2m	$195.93B
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$176.0M 0.01% of portfolio	1.76% 1.8M shares	≤ Q2 2013 Held for 12y 5m+	$1.57T
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$175.7M 0.01% of portfolio	1.76% 1.8M shares	≤ Q2 2013 Held for 12y 5m+	$1.65T

Net Capital Flow

Institutional buying and selling activity for SSB in Q3 2025

Net Flow: −$365.1M
Buyers: 183
Sellers: 210
Total Bought: +$581.6M
Total Sold: −$946.7M
Avg Position: $16.8M

Biggest Buyers

Institution	Net Bought	Current Position
AQR CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy	+$87.9M +889.0K shares	$120.5M 1.2M shares
Select Equity Group, L.P. Hedge Fund•Multi-Strategy	+$49.8M +503.3K shares	$49.8M 503.3K shares
Invesco Ltd. ETF Provider	+$41.3M +418.0K shares	$157.3M 1.6M shares
B BlackRock, Inc. Institution	+$38.9M +393.1K shares	$948.7M 9.6M shares
Verition Fund Management LLC Hedge Fund•Multi-Strategy	+$30.5M +308.4K shares	$37.6M 380.6K shares
BANK OF MONTREAL /CAN/ Institution	+$25.5M +257.7K shares	$26.6M 269.1K shares
UBS Group AG Institution	+$23.8M +240.8K shares	$45.5M 460.2K shares
Point72 Asset Management, L.P. Hedge Fund•Multi-Strategy	+$22.8M +230.8K shares	$54.2M 548.6K shares
Ceredex Value Advisors LLC Long Only Manager	+$22.6M +228.5K shares	$38.8M 392.8K shares
LOOMIS SAYLES & CO L P Long Only Manager	+$17.6M +178.2K shares	$39.8M 402.9K shares

Biggest Sellers

Institution	Net Sold	Current Position
M MACQUARIE GROUP LTD Institution	−$110.7M −1.2M shares	Sold Off 0 shares
J JANE STREET GROUP, LLC Institution	−$61.6M −623.5K shares	$13.1M 132.2K shares
Q Qube Research & Technologies Ltd Institution	−$39.5M −399.9K shares	$48.3M 488.6K shares
SCHRODER INVESTMENT MANAGEMENT GROUP RIA/Wealth	−$38.8M −426.1K shares	Sold Off 0 shares
FMR LLC Institution	−$34.5M −349.3K shares	$216.7M 2.2M shares
D D. E. Shaw & Co., Inc. Institution	−$27.4M −277.0K shares	$1.7M 17.4K shares
H HRT FINANCIAL LLC Institution	−$26.9M −292.3K shares	Sold Off 0 shares
REGIONS FINANCIAL CORP Institution	−$26.9M −291.8K shares	Sold Off 0 shares
WELLINGTON MANAGEMENT CO LLP Long Only Manager	−$23.8M −240.8K shares	$82.1M 830.7K shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	−$22.3M −225.1K shares	$4.9M 49.7K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited SSB in Q3 2025

New Positions: 35
New Value: $24.7M
Exited Positions: 85
Exited Value: $393.8M

New Positions

Institution	Position Value
Leeward Investments, LLC - MA Long Only Manager	$9.0M 90.6K shares
IEQ CAPITAL, LLC RIA/Wealth	$3.8M 38.1K shares
COUNTRY CLUB BANK /GFN RIA/Wealth	$1.9M 19.3K shares
Oliver Luxxe Assets LLC RIA/Wealth	$1.8M 18.6K shares
Z Zurich Insurance Group Ltd/FI Institution	$1.2M 12.4K shares
Federation des caisses Desjardins du Quebec Fund of Funds	$648.2K 6.6K shares
Merit Financial Group, LLC RIA/Wealth	$594.9K 6.0K shares
N NorthCrest Asset Manangement, LLC Long Only Manager	$514.3K 5.1K shares
Vestmark Advisory Solutions, Inc. Fund of Funds	$480.9K 4.9K shares
PARK AVENUE SECURITIES LLC RIA/Wealth	$478.4K 4.8K shares

Exited Positions

Institution	Previous Position
M MACQUARIE GROUP LTD Institution	$110.7M 1.2M shares
SCHRODER INVESTMENT MANAGEMENT GROUP RIA/Wealth	$38.8M 426.1K shares
H HRT FINANCIAL LLC Institution	$26.9M 292.3K shares
REGIONS FINANCIAL CORP Institution	$26.9M 291.8K shares
B BNP Paribas Investment Partners S.A. Institution	$21.7M 236.0K shares
MetLife Investment Advisors, LLC Insurance Manager	$21.1M 229.1K shares
H HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND Institution	$19.1M 208.0K shares
Weiss Asset Management LP Hedge Fund•Multi-Strategy	$17.7M 192.3K shares
C Cubist Systematic Strategies, LLC Institution	$13.0M 140.8K shares
B Brevan Howard Capital Management LP Institution	$10.9M 118.4K shares

Options Activity

Institutions with the largest Call and Put options positions in SSB as of Q3 2025

Call Positions: 3
Call Value: $2.3M
Put Positions: 2
Put Value: $6.1M

Call Positions

Institution	Position Value
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$1.1M 108.0 contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$939.3K 95.0 contracts
J JANE STREET GROUP, LLC Institution	$266.9K 27.0 contracts

Put Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$5.8M 589.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$227.4K 23.0 contracts

Most Committed Institutions

Institutions with SSB as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
FJ Capital Management LLC Hedge Fund•Long/Short	Martin Saul Friedman Founder	5.19% $52.2M	0.52% 527.9K shares	Q2 2024 Held for 1y 5m	$1.0B
S Stieven Capital Advisors, L.P. Hedge Fund•Long/Short	Joseph Albert Stieven CEO	4.60% $24.4M	0.24% 246.9K shares	Q3 2024 Held for 1y 2m	$530.5M
PMC FIG Opportunities LLC Real Assets	John Charles Finch CEO	3.36% $2.1M	0.02% 21.2K shares	Q1 2025 Held for 8 months	$62.5M
PROSPECTOR PARTNERS LLC Hedge Fund•Long/Short	John Davies Gillespie Managing Partner	2.62% $21.5M	0.21% 217.0K shares	Q3 2021 Held for 4y 2m	$820.3M
SANDLER ONEILL ASSET MANAGEMENT LLC Hedge Fund•Long/Short	Terry Anthony Maltese President	2.18% $14.1M	0.14% 142.5K shares	Q3 2022 Held for 3y 2m	$646.2M
A Algebris Ltd Institution	-	2.16% $17.2M	0.17% 174.6K shares	Q2 2025 Held for 5 months	$799.8M
P Petiole USA ltd Institution	-	1.61% $2.3M	0.02% 23.6K shares	Q4 2022 Held for 2y 11m	$144.8M
F Forest Hill Capital, LLC Hedge Fund•Long/Short	Mark Allen Lee President	1.45% $2.5M	0.02% 25.0K shares	Q1 2022 Held for 3y 8m	$169.9M
C CONTINENTAL ADVISORS LLC Hedge Fund•Long/Short	David Philip Purcell Managing Partner	1.24% $1.8M	0.02% 18.5K shares	Q2 2020 Held for 5y 5m	$148.0M
B BRANT POINT INVESTMENT MANAGEMENT LLC Hedge Fund•Long/Short	John J Buoncore President	1.08% $4.9M	0.05% 49.4K shares	Q2 2024 Held for 1y 5m	$450.4M

Hedge Fund Spotlight

Discover hedge funds investing in SSB

ISAM Funds Ltd

Hedge Fund • Quant

Portfolio ManagerAlexander Lowe

Portfolio Value: $489.3M
Positions: 601
Last Reported: Q3 2025

Sector Allocation

Position in SouthState

Market Value: $2.1M
Shares Held: 21.1K
Portfolio Weight: 0.43%
Owned Since: 2025-Q2

Top Holding	Sector	Market Value	Weight
1 Merck & Co. MRK	Drug Manufacturers - General Healthcare	$4.9M	1.00%
2 Chubb CB	Insurance - Property & Casualty Financial Services	$4.9M	1.00%
3 Johnson & Johnson JNJ	Drug Manufacturers - General Healthcare	$4.9M	0.99%