SouthState Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

DB:FJ5 Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
02 Dec 24	Sell€723,670	Renee Brooks	Individual	6,904	€104.82
12 Nov 24	Sell€208,500	Jean Davis	Individual	2,000	€104.25
11 Nov 24	Sell€309,837	Daniel Bockhorst	Individual	3,000	€103.28
20 Sep 24	Sell€448,900	William Matthews	Individual	5,000	€89.78
18 Sep 24	Sell€224,875	Daniel Bockhorst	Individual	2,500	€89.95
20 Mar 24	Sell€223,827	Daniel Bockhorst	Individual	3,000	€74.61
20 Mar 24	Sell€369,421	Richard Murray	Individual	4,900	€75.39
05 Mar 24	Sell€228,302	Greg Lapointe	Individual	3,000	€76.10
29 Jan 24	Sell€318,981	Renee Brooks	Individual	4,025	€79.25

Insider Trading Volume

Insider Buying: FJ5 insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of FJ5?
Owner Type	Number of Shares	Ownership Percentage
Private Companies	0	0%
State or Government	31,665	0.0415%
Individual Insiders	772,406	1.01%
General Public	6,993,945	9.17%
Institutions	68,489,036	89.8%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 68.33% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
12.5%	BlackRock, Inc.	9,532,516	€915.5m	-0.12%	0.02%
11.1%	The Vanguard Group, Inc.	8,430,119	€809.6m	0.54%	0.01%
4.71%	State Street Global Advisors, Inc.	3,589,635	€344.8m	-1.38%	0.01%
4.69%	T. Rowe Price Group, Inc.	3,578,572	€343.7m	-0.11%	0.03%
4.57%	Dimensional Fund Advisors LP	3,490,001	€335.2m	4.84%	0.05%
3.13%	Victory Capital Management Inc.	2,388,037	€229.4m	-14.8%	0.22%
2.39%	Geode Capital Management, LLC	1,820,303	€174.8m	1.75%	0.01%
2.38%	Franklin Resources, Inc.	1,813,566	€174.2m	-6.47%	0.06%
2.23%	American Century Investment Management Inc	1,701,722	€163.4m	0.94%	0.08%
1.9%	EARNEST Partners, LLC	1,448,529	€139.1m	-3.07%	0.63%
1.68%	Millennium Management LLC	1,284,661	€123.4m	293%	0.11%
1.66%	Eaton Vance Management	1,265,398	€121.5m	-2.53%	0.03%
1.6%	Capital Research and Management Company	1,217,030	€116.9m	0%	0.01%
1.54%	Wellington Management Group LLP	1,171,288	€112.5m	-15.4%	0.02%
1.46%	Macquarie Investment Management Business Trust	1,112,814	€106.9m	-3.47%	0.13%
1.44%	Channing Capital Management, LLC	1,101,239	€105.8m	6.8%	2.83%
1.37%	Allspring Global Investments, LLC	1,048,617	€100.7m	-8.38%	0.15%
1.33%	Northern Trust Global Investments	1,015,917	€97.6m	-3.56%	0.02%
1.29%	Charles Schwab Investment Management, Inc.	987,849	€94.9m	7.88%	0.02%
0.96%	Manulife Asset Management	731,802	€70.3m	4.9%	0.05%
0.95%	BNY Asset Management	722,779	€69.4m	-17.7%	0.01%
0.93%	Fisher Asset Management, LLC	711,853	€68.4m	3.71%	0.03%
0.92%	Silvercrest Asset Management Group LLC	700,458	€67.3m	-0.65%	0.48%
0.84%	Invesco Ltd.	640,084	€61.5m	108%	0.02%
0.82%	Segall Bryant & Hamill, LLC	622,084	€59.7m	3.81%	0.79%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/23 10:02
End of Day Share Price	2024/12/20 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

SouthState Corporation is covered by 19 analysts. 8 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Blair Brantley	BB&T Capital Markets
Benjamin Gerlinger	Citigroup Inc
null null	D.A. Davidson & Co.