SSBNYSEState Commercial BanksFiscal year ends December 31
SouthState Bank Corp
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Jul 31, 2026
$101.17−0.89 (-0.87%)
Close on Oct 19, 2026
- Market cap
- $9.88B
- P/E (TTM)
- 10.6
- Dividend yield
- 2.25%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
88.0%
85M of 97M shares
Institutional holders
552
96 new, 45 sold out
Net institutional buying
3M
In Q2 2026
Insider trades, 12 months
0 buys · 11 sales
Net sold $7.69M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 8,953,084 | 8.80% | 13G (passive) amendment | Jun 30, 2025 |
| Vanguard Portfolio Management | 6,224,860 | 6.34% | 13G (passive) | Mar 31, 2026 |
| Vanguard Capital Management | 5,164,709 | 5.26% | 13G (passive) | Mar 31, 2026 |
| Dimensional Fund Advisors LP | 4,934,851 | 5.00% | 13G (passive) | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of SSB | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 9,825,398 | 10.13% | $981.56M | +352,714 | 0.01% |
| Vanguard Portfolio Management LLC | 6,342,629 | 6.54% | $633.63M | +134,631 | 0.03% |
| Dimensional Fund Advisors LP | 5,104,685 | 5.26% | $509.96M | +169,834 | 0.09% |
| Vanguard Capital Management LLC | 4,417,078 | 4.55% | $441.27M | +13,406 | 0.01% |
| State Street Corp | 3,858,127 | 3.98% | $385.43M | +123,549 | 0.01% |
| T. Rowe Price Investment Management, Inc. | 2,576,667 | 2.66% | $257.41K | −102,444 | 0.17% |
| Invesco Ltd. | 2,295,282 | 2.37% | $229.30M | +167,940 | 0.02% |
| American Century Companies Inc | 2,085,755 | 2.15% | $208.37M | −22,835 | 0.09% |
| FMR LLC | 2,084,342 | 2.15% | $208.23M | +345,500 | 0.01% |
| Geode Capital Management, LLC | 1,949,937 | 2.01% | $194.84M | −10,252 | 0.01% |
| Franklin Resources Inc | 1,842,441 | 1.90% | $184.06M | +61,031 | 0.04% |
| Aqr Capital Management LLC | 1,831,837 | 1.89% | $183.00M | +351,703 | 0.06% |
| Victory Capital Management Inc | 1,693,709 | 1.75% | $169.20M | +11,633 | 0.09% |
| Wellington Management Group Llp | 1,520,652 | 1.57% | $151.91M | +202,931 | 0.03% |
| Morgan Stanley | 1,354,675 | 1.40% | $135.33M | −120,594 | 0.01% |
| Qube Research & Technologies Ltd | 1,309,972 | 1.35% | $130.87M | +395,415 | 0.12% |
| Bank of New York Mellon Corp | 1,305,493 | 1.35% | $130.42M | −137,446 | 0.02% |
| Norges Bank | 1,238,885 | 1.28% | $123.76M | New | 0.01% |
| First Trust Advisors LP | 1,218,164 | 1.26% | $121.69M | +68,861 | 0.07% |
| Earnest Partners LLC | 1,192,129 | 1.23% | $119.09M | −43,854 | 0.43% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 552 | 85M | 88.0% | 96 / 195 | 172 / 45 | 9M | 6M |
| Q1 2026 | 509 | 83M | 85.3% | 87 / 196 | 142 / 53 | 19M | 8M |
| Q4 2025 | 481 | 82M | 84.6% | 90 / 135 | 170 / 49 | 7M | 7M |
| Q3 2025 | 447 | 82M | 85.0% | 445 / 1 | 1 / 0 | 82M | 0M |
| Q2 2025 | 2 | 0M | 0.0% | 2 / 0 | 0 / 1 | 0M | 0M |
| Q1 2025 | 1 | 0M | 0.0% | 1 / 0 | 0 / 0 | 0M | 0M |
| Q3 2024 | 0 | 0M | 0.0% | 0 / 0 | 0 / 1 | 0M | 0M |
| Q2 2024 | 1 | 0M | 0.0% | 0 / 0 | 0 / 0 | 0M | 0M |
| Q1 2024 | 1 | 0M | 0.0% | 1 / 0 | 0 / 0 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of SSB | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 3,342,407 | 3.45% | $333.91M | 0.27% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 3,096,908 | 3.19% | $309.38M | 0.01% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 2,238,986 | 2.31% | $223.67M | 0.12% | Jun 30, 2026 |
| Invesco Small Cap Value Fund | 1,747,884 | 1.80% | $183.69M | 1.65% | Jul 31, 2026 |
| SMALLCAP World Fund Inc | 1,663,436 | 1.72% | $166.18M | 0.18% | Jun 30, 2026 |
| Vanguard Small-Cap Value Index Fund | 1,418,898 | 1.46% | $141.75M | 0.21% | Jun 30, 2026 |
| U.S. Small Cap Value Portfolio | 1,137,001 | 1.17% | $119.49M | 0.61% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 1,120,087 | 1.16% | $111.90M | 0.11% | Jun 30, 2026 |
| Vanguard Equity Income Fund | 1,102,709 | 1.14% | $110.16M | 0.17% | Jun 30, 2026 |
| Franklin Small Cap Value Fund | 1,045,804 | 1.08% | $109.90M | 2.56% | Jul 31, 2026 |
| First Trust SMID Cap Rising Dividend Achievers ETF | 963,508 | 0.99% | $96.25M | 0.85% | Jun 30, 2026 |
| Small Cap Value Fund | 855,000 | 0.88% | $85.41M | 2.81% | Jun 30, 2026 |
| Vanguard Explorer Fund | 839,198 | 0.87% | $88.19M | 0.40% | Jul 31, 2026 |
| U.S. Targeted Value Portfolio | 748,234 | 0.77% | $78.63M | 0.47% | Jul 31, 2026 |
| Fidelity Stock Selector Small Cap Fund | 674,336 | 0.70% | $70.87M | 0.96% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| John C. Corbett | CEO, Director | 125,902 | 0.13% | Aug 13, 2026 |
| William E. V. Matthews | Chief Financial Officer | 40,568 | 0.04% | Aug 19, 2026 |
| Richard Murray Iv | President | 55,237 | 0.06% | Aug 14, 2026 |
| Stephen Dean Young | Chief Strategy Officer | 49,935 | 0.05% | Aug 13, 2026 |
| Daniel E. Bockhorst | Chief Credit Officer | 38,448 | 0.04% | Aug 3, 2026 |
| Renee R. Brooks | Chief Operating Officer | 37,854 | 0.04% | Mar 13, 2026 |
| Jennifer Idell | Chief Administrative Officer | 19,714 | 0.02% | Feb 23, 2026 |
| Beth S. DeSimone | CRO, General Counsel | 27,824 | 0.03% | Feb 23, 2026 |
| Sara Arana | Chief Accounting Officer | 5,158 | 0.01% | Feb 5, 2026 |
| Douglas Lloyd Williams | President, Atlanta Banking Grp | 21,666 | 0.02% | Mar 4, 2025 |
| David R. Brooks | Director | 384,298 | 0.40% | Aug 7, 2026 |
| Shantella E. Cooper | Director | 10,704 | 0.01% | Aug 4, 2026 |
| William K. Pou Jr | Director | 35,890 | 0.04% | Aug 4, 2026 |
| G. Ruffner Page Jr | Director | 220,396 | 0.23% | Aug 4, 2026 |
| Benjamin E. Sasse | Director | 1,678 | 0.00% | Jul 23, 2026 |
| Douglas J. Hertz | Director | 31,455 | 0.03% | May 5, 2026 |
| David G. Salyers | Director | 15,255 | 0.02% | May 4, 2026 |
| Janet P. Froetscher | Director | 9,453 | 0.01% | May 4, 2026 |
| Joshua A. Snively | Director | 12,935 | 0.01% | May 4, 2026 |
| Martin Bernard Davis | Director | 9,639 | 0.01% | May 4, 2026 |
| G. Stacy Smith | Director | 40,682 | 0.04% | May 4, 2026 |
| James W. Roquemore | Director | 52,934 | 0.05% | May 4, 2026 |
| Ronald M. Cofield | Director | 5,246 | 0.01% | May 4, 2026 |
| Merriann Metz | Director | 2,086 | 0.00% | May 4, 2026 |
| Jean E. Davis | Director | 17,219 | 0.02% | Nov 12, 2024 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| William E. V. Matthews Chief Financial Officer | Aug 19, 2026 | Sale | −4,000 | $108.93 | $435.72K | 40,568 |
| Richard Murray Iv President | Aug 14, 2026 | Gift | −1,000 | – | – | 55,237 |
| Stephen Dean Young Chief Strategy Officer | Aug 12, 2026 | Gift | −3,000 | – | – | 49,935 |
| John C. Corbett CEO, Director | Aug 12, 2026 | Gift | −5,000 | – | – | 125,902 |
| David R. Brooks Director | Aug 5, 2026 | Sale(10b5-1 plan) | −3,750 | $110.00 | $412.50K | 10,050 |
| David R. Brooks Director | Aug 5, 2026 | Sale(10b5-1 plan) | −1,100 | $110.00 | $121.00K | 7,900 |
| David R. Brooks Director | Aug 5, 2026 | Sale(10b5-1 plan) | −18,000 | $110.00 | $1.98M | 341,686 |
| David R. Brooks Director | Aug 5, 2026 | Sale(10b5-1 plan) | −1,800 | $110.00 | $198.00K | 22,900 |
| William K. Pou Jr Director | Aug 3, 2026 | Award | +232 | $107.85 | $25.02K | 24,575 |
| David R. Brooks Director | Aug 3, 2026 | Sale | −6,181 | $107.92 | $667.05K | 1,762 |
| Shantella E. Cooper Director | Aug 3, 2026 | Award | +279 | $107.85 | $30.09K | 10,704 |
| G. Ruffner Page Jr Director | Aug 3, 2026 | Award | +360 | $107.85 | $38.83K | 82,245 |
| Daniel E. Bockhorst Chief Credit Officer | Jul 31, 2026 | Option exercise | +1,491 | – | – | 38,021 |
| Daniel E. Bockhorst Chief Credit Officer | Jul 31, 2026 | Tax withholding | −36 | $105.09 | $3.78K | 37,985 |
| Benjamin E. Sasse Director | Jul 21, 2026 | Option exercise | +628 | – | – | 1,678 |
| Shantella E. Cooper Director | May 4, 2026 | Award | +312 | $96.46 | $30.10K | 10,425 |
| William K. Pou Jr Director | May 4, 2026 | Award | +260 | $96.46 | $25.08K | 24,343 |
| Douglas J. Hertz Director | May 4, 2026 | Award | +506 | $96.46 | $48.81K | 19,008 |
| G. Ruffner Page Jr Director | May 4, 2026 | Award | +260 | $96.46 | $25.08K | 81,885 |
| David R. Brooks Director | Apr 28, 2026 | Sale | −5,300 | $98.39 | $521.47K | 12,700 |
| David R. Brooks Director | Apr 28, 2026 | Sale | −9,000 | $98.39 | $885.51K | 21,000 |
| David R. Brooks Director | Apr 28, 2026 | Sale | −5,300 | $98.39 | $521.47K | 12,700 |
| David R. Brooks Director | Apr 28, 2026 | Sale | −9,000 | $98.39 | $885.51K | 21,000 |
| Renee R. Brooks Chief Operating Officer | Mar 12, 2026 | Gift | −2,128 | – | – | 37,854 |
| Beth S. DeSimone CRO, General Counsel | Feb 20, 2026 | Tax withholding | −766 | $105.44 | $80.77K | 27,716 |
| Beth S. DeSimone CRO, General Counsel | Feb 20, 2026 | Option exercise | +3,501 | – | – | 28,482 |
| Richard Murray Iv President | Feb 20, 2026 | Tax withholding | −2,680 | $105.44 | $282.58K | 56,237 |
| Richard Murray Iv President | Feb 20, 2026 | Option exercise | +5,945 | – | – | 58,917 |
| William E. V. Matthews Chief Financial Officer | Feb 20, 2026 | Tax withholding | −3,680 | $105.44 | $388.02K | 44,568 |
| William E. V. Matthews Chief Financial Officer | Feb 20, 2026 | Option exercise | +7,806 | – | – | 48,248 |
| Daniel E. Bockhorst Chief Credit Officer | Feb 20, 2026 | Tax withholding | −42 | $105.44 | $4.43K | 36,530 |
| Daniel E. Bockhorst Chief Credit Officer | Feb 20, 2026 | Option exercise | +2,834 | – | – | 36,572 |
| John C. Corbett CEO, Director | Feb 20, 2026 | Tax withholding | −16,227 | $105.44 | $1.71M | 130,902 |
| John C. Corbett CEO, Director | Feb 20, 2026 | Option exercise | +32,454 | – | – | 147,129 |
| Renee R. Brooks Chief Operating Officer | Feb 20, 2026 | Option exercise | +5,945 | – | – | 41,770 |
| Renee R. Brooks Chief Operating Officer | Feb 20, 2026 | Tax withholding | −1,788 | $105.44 | $188.53K | 39,982 |
| Stephen Dean Young Chief Strategy Officer | Feb 20, 2026 | Option exercise | +10,433 | – | – | 57,057 |
| Stephen Dean Young Chief Strategy Officer | Feb 20, 2026 | Tax withholding | −4,122 | $105.44 | $434.62K | 52,935 |
| Jennifer Idell Chief Administrative Officer | Feb 20, 2026 | Option exercise | +2,472 | – | – | 19,714 |
| Jennifer Idell Chief Administrative Officer | Feb 20, 2026 | Tax withholding | −665 | $105.44 | $70.12K | 19,049 |
| Richard Murray Iv President | Feb 18, 2026 | Sale | −10,156 | $104.76 | $1.06M | 52,972 |
| Richard Murray Iv President | Feb 5, 2026 | Gift | −40 | – | – | 63,128 |
| Sara Arana Chief Accounting Officer | Feb 4, 2026 | Tax withholding | −122 | $106.24 | $12.96K | 5,158 |
| Sara Arana Chief Accounting Officer | Feb 4, 2026 | Option exercise | +409 | – | – | 5,280 |
| Douglas J. Hertz Director | Feb 2, 2026 | Award | +474 | $102.97 | $48.81K | 18,502 |
| G. Ruffner Page Jr Director | Feb 2, 2026 | Award | +243 | $102.97 | $25.02K | 81,410 |
| Shantella E. Cooper Director | Feb 2, 2026 | Award | +292 | $102.97 | $30.07K | 10,013 |
| William K. Pou Jr Director | Feb 2, 2026 | Award | +243 | $102.97 | $25.02K | 24,083 |
| Richard Murray Iv President | Jan 24, 2026 | Tax withholding | −916 | $100.19 | $91.77K | 63,168 |
| Richard Murray Iv President | Jan 24, 2026 | Option exercise | +2,057 | – | – | 64,084 |
| William E. V. Matthews Chief Financial Officer | Jan 1, 2026 | Tax withholding | −1,787 | $94.11 | $168.17K | 40,442 |
| William E. V. Matthews Chief Financial Officer | Jan 1, 2026 | Option exercise | +1,156 | – | – | 39,831 |
| William E. V. Matthews Chief Financial Officer | Jan 1, 2026 | Option exercise | +1,254 | – | – | 41,085 |
| William E. V. Matthews Chief Financial Officer | Jan 1, 2026 | Option exercise | +1,144 | – | – | 42,229 |
| Jennifer Idell Chief Administrative Officer | Jan 1, 2026 | Option exercise | +366 | – | – | 16,825 |
| Jennifer Idell Chief Administrative Officer | Jan 1, 2026 | Option exercise | +420 | – | – | 17,624 |
| Jennifer Idell Chief Administrative Officer | Jan 1, 2026 | Tax withholding | −382 | $94.11 | $35.95K | 17,242 |
| Jennifer Idell Chief Administrative Officer | Jan 1, 2026 | Option exercise | +379 | – | – | 17,204 |
| Beth S. DeSimone CRO, General Counsel | Jan 1, 2026 | Tax withholding | −687 | $94.11 | $64.65K | 24,981 |
| Beth S. DeSimone CRO, General Counsel | Jan 1, 2026 | Option exercise | +550 | – | – | 25,668 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| David R. Brooks Director | Aug 19, 2026 | 90,109 | $9.84M | Aug 5, 2026 | Gift |
| William E. V. Matthews Officer | Aug 19, 2026 | 4,000 | $400.52K | Aug 20, 2026 | Stock Award |
| David R. Brooks Director | Aug 5, 2026 | 18,000 | $1.98M | Aug 5, 2026 | Stock Grant |
| David R. Brooks Director | Aug 5, 2026 | 90,109 | $9.84M | Aug 5, 2026 | Gift |
| Brooks David Director | Aug 3, 2026 | 6,181 | $666.67K | Aug 3, 2026 | Stock Grant |
| David R. Brooks Director | Apr 28, 2026 | 14,300 | $1.41M | Apr 28, 2026 | Gift |
| Richard Murray Iv Officer | Feb 18, 2026 | 10,156 | $1.06M | Feb 18, 2026 | Purchased in IPO |
| Bockhorst Daniel Officer | Aug 22, 2025 | 5,000 | $497.98K | Aug 22, 2025 | Performance Shares |
| Richard Murray Iv Officer | Aug 14, 2025 | 5,302 | $514.29K | Aug 14, 2025 | Vested stock awards |
| Michael B. Hobbs Officer | Mar 6, 2025 | 7,399 | $685.81K | Mar 6, 2025 | Vested RSAs |
| Sara Arana Officer | Mar 3, 2025 | 2,000 | $203.00K | Mar 3, 2025 | Vested stock awards |
| W. Brooks Danie Officer | Feb 7, 2025 | 4,000 | $431.36K | Feb 7, 2025 | Stock Grant |
| William E. V. Matthews Officer | Jan 29, 2025 | 6,531 | $692.66K | Jan 28, 2025 | Owned Shares |
| Renee R. Brooks Officer | Dec 2, 2024 | 6,904 | $759.44K | Dec 2, 2024 | Vested stock awards |
| Jean E. Davis Director | Nov 12, 2024 | 2,000 | $221.96K | Nov 12, 2024 | Vested stock awards |