SSB SouthState Bank Corporation Common Stock

NYSE · Banking · View on SEC EDGAR ↗
$110.66
Price · Aug 18, 2026
Fundamentals as of Jul 31, 2026
52W Range
$84–$112
94% of range
Analyst Rating
BUY
18 analysts
Price Target
$120
+8% upside
P/E (TTM)
13.9
ROE
8.9%
Net Profit Margin
29.8%

SSB Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

Price
$110.66
Market Cap
$10.84B
P/E (TTM)
13.9
EPS (TTM)
$7.87
Revenue (TTM)
—
Div Yield
2.1%
ROE
8.9%
Debt/Equity
—
52W Range
$84 – $112

SSB Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

10-Year Performance Revenue, net income, margins and EPS trends

Revenue & Net Income —
EPS $7.87
7-point trend, +46.8%
2019-12-31 → 2025-12-31
Free Cash Flow $231M
6-point trend, -55.7%
2020-12-31 → 2025-12-31
Margins 29.8%

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

Metric
5Y trend
SSB
Peer Median
P/E (TTM)
5-point trend, +0.2%
13.9
12.1
P/S (TTM)
5-point trend, -13.1%
4.0
2.3
P/B
5-point trend, -10.9%
1.2
1.1
Price / FCF
5-point trend, +270.7%
47.0
—

Profitability Gross, operating and net margins; ROE, ROA, ROIC

Metric
5Y trend
SSB
Peer Median
Net Profit Margin
5-point trend, -13.1%
29.8%
28.3%
ROA
5-point trend, +18.5%
1.4%
1.2%
ROE
5-point trend, -9.8%
8.9%
11.1%

Financial Health Debt, liquidity, solvency — balance sheet strength

Metric
5Y trend
SSB
Peer Median

Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR

Metric
5Y trend
SSB
Peer Median
Revenue YoY
56.1%
—
Revenue CAGR 3Y
17.7%
—
Revenue CAGR 5Y
18.7%
—
EPS YoY
5-point trend, +17.3%
12.9%
—
Net Income YoY
5-point trend, +67.9%
49.3%
—

Per Share Metrics EPS, book value per share, cash flow per share, dividend per share

Metric
5Y trend
SSB
Peer Median
EPS (Diluted)
5-point trend, +17.3%
$7.87
—

Capital Efficiency Asset turnover, inventory turnover, receivables turnover

Metric
5Y trend
SSB
Peer Median
Payout Ratio
5-point trend, +1.8%
29.0%
—

Dividends Yield, payout ratio, dividend history, 5Y CAGR

Dividend Yield
2.1%
Payout Ratio
29.0%
5Y Div CAGR
—
Ex-dateAmount
Aug. 7, 2026$0.6600
May 8, 2026$0.6000
Feb. 6, 2026$0.6000
Nov. 7, 2025$0.6000
Aug. 8, 2025$0.6000
May 9, 2025$0.5400
Feb. 7, 2025$0.5400
Nov. 8, 2024$0.5400
Aug. 9, 2024$0.5400
May 9, 2024$0.5200
Feb. 8, 2024$0.5200
Nov. 9, 2023$0.5200
Aug. 10, 2023$0.5200
May 11, 2023$0.5000
Feb. 9, 2023$0.5000
Nov. 9, 2022$0.5000
Aug. 11, 2022$0.5000
May 12, 2022$0.4900
Feb. 10, 2022$0.4900
Nov. 10, 2021$0.4900

SSB Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside

BUY 18 analysts
  • Strong Buy 5 27.8%
  • Buy 10 55.6%
  • Hold 3 16.7%
  • Sell 0 0.0%
  • Strong Sell 0 0.0%

12-Month Price Target

14 analysts · 2026-08-18
Median target $120.00 +8.4%
Mean target $119.86 +8.3%

Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date

Avg Surprise
0.24%
Period EPS Actual EPS Est Surprise
June 30, 2026 $2.35 $2.32 0.03%
March 31, 2026 $2.28 $2.23 0.05%
Dec. 31, 2025 $2.47 $2.30 0.17%
Sept. 30, 2025 $2.58 $2.22 0.36%
June 30, 2025 $2.30 $2.03 0.27%
March 31, 2025 $2.15 $1.56 0.59%

Peer comparison (GICS sub-industry) Key metrics vs sector peers

Ticker Market Cap P/E Rev YoY Net Margin ROE Gross Margin
SSB $9.33B 12.0 56.1% 29.8% 8.9% —
PNFP $7.41B 11.8 18.3% 31.2% 9.5% —
WBS — 10.7 11.9% — — —
FHN $11.59B 12.8 7.2% 28.7% 11.1% —
UMBF $8.74B 12.4 62.8% 26.5% 9.4% —
WTFC $9.36B 12.3 5.9% 310.1% 11.4% —
CFR — 12.8 8.3% 29.0% 14.8% —
ONB $8.69B 12.5 — 26.5% 8.1% —
ZION $8.64B 9.7 3.6% 135.8% 13.1% —
COLB $8.26B 12.2 18.8% 310.7% 8.5% —

Full Fundamentals All metrics by year — income statement, balance sheet, cash flow

Income Statement 10
Annual Income Statement data for SSB
Metric Trend 202520242023202220212020201920182017201620152014
Interest Expense 10-point trend, +3040.1% · · $492M $61M $52M $84M $87M $54M $17M $8M $10M $16M
Interest Income 12-point trend, +888.1% $3.38B $2.14B $1.94B $1.40B $1.08B $910M $591M $567M $426M $333M $338M $342M
Pretax Income 12-point trend, +833.5% $1.04B $700M $631M $633M $604M $104M $230M $224M $169M $154M $150M $111M
Income Tax 12-point trend, +571.1% $242M $165M $137M $137M $129M $-17M $44M $45M $81M $53M $51M $36M
Net Income 12-point trend, +958.7% $799M $535M $494M $496M $476M $121M $186M $179M $88M $101M $99M $75M
EPS (Basic) 12-point trend, +154.0% $7.90 $7.01 $6.50 $6.65 $6.76 $2.20 $5.40 $4.90 $2.95 $4.22 $4.15 $3.11
EPS (Diluted) 12-point trend, +155.5% $7.87 $6.97 $6.46 $6.60 $6.71 $2.19 $5.36 $4.86 $2.93 $4.18 $4.11 $3.08
Shares (Basic) 12-point trend, +322.8% 101,043,000 76,303,000 76,051,000 74,551,000 70,393,000 54,756,000 34,561,000 36,530,000 29,686,000 23,998,000 23,966,000 23,897,000
Shares (Diluted) 12-point trend, +320.2% 101,499,000 76,762,000 76,480,000 75,181,000 70,889,000 55,063,000 34,797,000 36,776,000 29,922,000 24,219,000 24,224,000 24,154,000
EBITDA 5-point trend, +68.5% · · · · · · · $36M $29M $22M $21M $21M
Balance Sheet 16
Annual Balance Sheet data for SSB
Metric Trend 202520242023202220212020201920182017201620152014
Cash & Equivalents 4-point trend, -9.6% · · · · · · · · $378M $374M $696M $418M
PP&E (Net) 6-point trend, +84.7% · · · · · · $317M $241M $256M $184M $175M $172M
PP&E (Gross) 6-point trend, +86.2% · · · · · · $498M $415M $415M $297M $279M $267M
Accum. Depreciation 6-point trend, +88.9% · · · · · · $180M $174M $160M $113M $104M $96M
Goodwill 12-point trend, +873.9% $3.09B $1.92B $1.92B $1.92B $1.58B $1.56B $1.00B $1.00B $1000M $338M $338M $318M
Intangibles 12-point trend, +684.6% $386M $66M $89M $116M $128M $163M $50M $63M $74M $40M $47M $49M
Total Assets 12-point trend, +758.6% $67.20B $46.38B $44.90B $43.92B $41.84B $37.79B $15.92B $14.68B $14.47B $8.90B $8.56B $7.83B
Total Liabilities 12-point trend, +749.8% $58.14B $40.49B $39.37B $38.84B $37.04B $33.14B $13.55B $12.31B $12.16B $7.77B $7.50B $6.84B
Total Debt 3-point trend, -45.3% · · · · · · · · · $55M $55M $101M
Common Stock 12-point trend, +310.5% $248M $191M $190M $189M $173M $177M $84M $90M $92M $61M $60M $60M
Paid-in Capital 12-point trend, +823.5% $6.48B $4.26B $4.24B $4.22B $3.65B $3.77B $1.61B $1.75B $1.81B $711M $704M $702M
Retained Earnings 12-point trend, +1071.5% $2.61B $2.05B $1.69B $1.35B $998M $657M $680M $551M $420M $371M $299M $223M
AOCI 12-point trend, -75067.4% $-283M $-607M $-583M $-677M $-21M $48M $1M $-25M $-10M $-8M $-4M $-377.0K
Stockholders' Equity 12-point trend, +819.8% $9.06B $5.89B $5.53B $5.07B $4.80B $4.65B $2.37B $2.37B $2.31B $1.13B $1.06B $985M
Liabilities + Equity 12-point trend, +758.6% $67.20B $46.38B $44.90B $43.92B $41.84B $37.79B $15.92B $14.68B $14.47B $8.90B $8.56B $7.83B
Shares Outstanding 12-point trend, +310.5% 99,138,204 76,322,206 76,022,039 75,704,563 69,332,297 70,973,477 33,744,385 35,829,549 36,759,656 24,230,392 24,162,657 24,150,702
Cash Flow 17
Annual Cash Flow data for SSB
Metric Trend 202520242023202220212020201920182017201620152014
D&A 5-point trend, +68.5% · · · · · · · $36M $29M $22M $21M $21M
Stock-based Comp 12-point trend, +846.9% $37M $28M $36M $36M $26M $23M $9M $9M $7M $6M $6M $4M
Deferred Tax 12-point trend, +308.0% $105M $-10M $2M $124M $68M $-46M $-1M $13M $32M $12M $7M $26M
Amort. of Intangibles 12-point trend, +1038.5% $95M $22M $28M $33M $35M $27M $13M $14M $10M $8M $8M $8M
Other Non-cash 5-point trend, +712.2% · · · · · · · $47M $43M $-3M $53M $-8M
Operating Cash Flow 12-point trend, +153.6% $301M $512M $547M $1.73B $416M $537M $181M $284M $198M $138M $187M $119M
CapEx 12-point trend, +336.1% $70M $36M $39M $18M $28M $17M $16M $15M $15M $26M $15M $16M
Investing Cash Flow 11-point trend, +120.2% $21M $-886M $-1.43B $-4.86B $-2.32B $1.23B $-795M $-282M $-61M $-691M $-103M ·
Stock Issued 12-point trend, +507.4% $5M $3M $3M $3M $2M $2M $1M $1M $1M $925.0K $908.0K $826.0K
Stock Repurchased 12-point trend, +25616.5% $236M $17M $16M $119M $147M $32M $159M $71M $6M $6M $6M $917.0K
Net Stock Activity 11-point trend, -253529.7% $-231M $-14M $-13M $-116M $-145M $-31M · $-69M $-4M $-5M $-5M $-91.0K
Dividends Paid 12-point trend, +1069.1% $231M $163M $156M $147M $135M $98M $58M $51M $39M $29M $24M $20M
Financing Cash Flow 11-point trend, +651.7% $1.46B $767M $566M $-2.28B $4.02B $2.15B $894M $30M $-134M $232M $194M ·
Net Change in Cash 11-point trend, +540.6% $1.78B $393M $-314M $-5.41B $2.11B $3.92B $280M $31M $3M $-321M $278M ·
Taxes Paid 10-point trend, +330.8% $170M $111M $75M $35M $126M $104M $56M $32M $48M $39M · ·
Free Cash Flow 11-point trend, +124.9% $231M $476M $508M $1.71B $509M $520M · $269M $183M $112M $172M $103M
Levered FCF 9-point trend, +33.3% · · $123M $1.67B $468M $423M · $226M $174M $107M $165M $92M
Profitability 5
Annual Profitability data for SSB
Metric Trend 202520242023202220212020201920182017201620152014
Net Margin 11-point trend, +66.2% 29.8% 31.1% 28.4% 30.2% 34.3% 10.6% · 27.1% 15.7% 22.2% 22.4% 17.9%
Pretax Margin 11-point trend, +46.6% 38.8% 40.8% 36.3% 38.5% 43.5% 9.1% · 34.0% 30.2% 33.8% 33.9% 26.5%
EBITDA Margin 5-point trend, +7.8% · · · · · · · 5.4% 5.1% 4.7% 4.8% 5.0%
ROA 11-point trend, +46.9% 1.4% 1.2% 1.1% 1.2% 1.2% 0.45% · 1.2% 0.68% 1.1% 1.2% 0.96%
ROE 11-point trend, +15.7% 8.9% 9.1% 9.2% 9.9% 9.9% 2.6% · 7.6% 4.4% 9.0% 9.4% 7.7%
Liquidity & Solvency 2
Annual Liquidity & Solvency data for SSB
Metric Trend 202520242023202220212020201920182017201620152014
Debt / Equity 3-point trend, -52.5% · · · · · · · · · 0.0 0.1 0.1
LT Debt / Equity 3-point trend, -52.5% · · · · · · · · · 0.0 0.1 0.1
Efficiency 1
Annual Efficiency data for SSB
Metric Trend 202520242023202220212020201920182017201620152014
Asset Turnover 11-point trend, -11.9% 0.0 0.0 0.0 0.0 0.0 0.0 · 0.0 0.0 0.1 0.1 0.1
Per Share 6
Annual Per Share data for SSB
Metric Trend 202520242023202220212020201920182017201620152014
Book Value / Share 11-point trend, +124.1% $91.38 $77.18 $72.78 $67.04 $69.27 $65.49 · $66.04 $62.81 $46.83 $43.84 $40.78
Revenue / Share 11-point trend, +51.5% $26.41 $22.38 $22.74 $21.88 $19.57 $20.66 · $17.92 $18.65 $18.79 $18.30 $17.43
Cash Flow / Share 11-point trend, -39.7% $2.96 $6.67 $7.15 $23.02 $7.58 $9.75 · $7.71 $6.61 $5.70 $7.71 $4.91
Cash / Share 4-point trend, -40.6% · · · · · · · · $10.27 $15.45 $28.80 $17.30
Dividend / Share 12-point trend, +178.0% $2 $2 $2 $2 $2 $2 $2 $1 $1 $1 $1 $1
EPS (TTM) 12-point trend, +155.5% $7.87 $6.97 $6.46 $6.60 $6.71 $2.19 $5.36 $4.86 $2.93 $4.18 $4.11 $3.08
Growth Rates 10
Annual Growth Rates data for SSB
Metric Trend 202520242023202220212020201920182017201620152014
Revenue YoY 5-point trend, +155.4% 56.1% -1.2% 5.8% 18.6% 22.0% · · · · · · ·
Revenue CAGR 3Y 3-point trend, +16.2% 17.7% 7.4% 15.2% · · · · · · · · ·
Revenue CAGR 5Y 18.7% · · · · · · · · · · ·
EPS YoY 5-point trend, -93.7% 12.9% 7.9% -2.1% -1.6% 206.4% · · · · · · ·
EPS CAGR 3Y 3-point trend, -86.1% 6.0% 1.3% 43.4% · · · · · · · · ·
EPS CAGR 5Y 29.1% · · · · · · · · · · ·
Net Income YoY 5-point trend, -83.2% 49.3% 8.2% -0.35% 4.3% 294.2% · · · · · · ·
Net Income CAGR 3Y 3-point trend, -71.3% 17.2% 4.0% 60.0% · · · · · · · · ·
Net Income CAGR 5Y 45.9% · · · · · · · · · · ·
Dividend CAGR 5Y 18.7% · · · · · · · · · · ·
Valuation (TTM) 17
Annual Valuation (TTM) data for SSB
Metric Trend 202520242023202220212020201920182017201620152014
Revenue TTM 12-point trend, +536.7% $2.68B $1.72B $1.74B $1.64B $1.39B $1.14B $648M $659M $549M $446M $443M $421M
Net Income TTM 12-point trend, +958.7% $799M $535M $494M $496M $476M $121M $186M $179M $88M $101M $99M $75M
Market Cap 11-point trend, +475.9% $9.33B $7.59B $6.42B $5.78B $5.55B $5.13B · $2.15B $3.20B $2.12B $1.74B $1.62B
Enterprise Value 3-point trend, +38.0% · · · · · · · · · $1.80B $1.10B $1.30B
P/E 12-point trend, -45.1% 12.0 14.3 13.1 11.6 11.9 33.0 16.2 12.3 29.7 20.9 17.5 21.8
P/S 11-point trend, -9.6% 3.5 4.4 3.7 3.5 4.0 4.5 · 3.3 5.8 4.7 3.9 3.8
P/B 11-point trend, -37.4% 1.0 1.3 1.2 1.1 1.2 1.1 · 0.9 1.4 1.9 1.6 1.6
P / Tangible Book 6-point trend, -4.8% 1.7 1.9 1.8 1.9 1.8 1.8 · · · · · ·
P / Cash Flow 11-point trend, +127.1% 31.0 14.8 11.7 3.3 10.3 9.6 · 7.6 16.2 15.3 9.3 13.7
P / FCF 11-point trend, +156.1% 40.5 15.9 12.6 3.4 10.9 9.9 · 8.0 17.5 18.9 10.1 15.8
EV / EBITDA 3-point trend, +35.4% · · · · · · · · · 83.3 51.1 61.5
EV / FCF 3-point trend, +26.1% · · · · · · · · · 16.0 6.4 12.7
EV / Revenue 3-point trend, +30.3% · · · · · · · · · 4.0 2.5 3.1
Dividend Yield 11-point trend, +103.3% 2.5% 2.1% 2.4% 2.5% 2.4% 1.9% · 2.4% 1.2% 1.4% 1.4% 1.2%
Earnings Yield 12-point trend, +82.1% 8.4% 7.0% 7.6% 8.6% 8.4% 3.0% 6.2% 8.1% 3.4% 4.8% 5.7% 4.6%
Payout Ratio 11-point trend, +10.4% 29.0% 30.5% 31.6% 29.6% 28.5% 81.5% · 28.3% 44.1% 28.9% 23.8% 26.2%
Annual Payout 12-point trend, +1069.1% $231M $163M $156M $147M $135M $98M $58M $51M $39M $29M $24M $20M

Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years

Income Statement
2025-12-312024-12-312023-12-312022-12-312021-12-31
Net Income $799M$535M$494M$496M$476M
Diluted EPS $7.87$6.97$6.46$6.60$6.71
Cash Flow
2025-12-312024-12-312023-12-312022-12-312021-12-31
Free Cash Flow $231M$476M$508M$1.71B$509M

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Institutional owners (13F) 569 filers · $5.7B total · As of June 30, 2026

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
90 (-10 vs prior Q) 43 (-8 vs prior Q) 185 (0 vs prior Q) 165 (+29 vs prior Q) +1.7M

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
VANGUARD PORTFOLIO MANAGEMENT LLC $633,628,637 6,342,629 11.15% Shares
DIMENSIONAL FUND ADVISORS LP $488,419,561 4,889,085 8.60% Shares
VANGUARD CAPITAL MANAGEMENT LLC $441,266,092 4,417,078 7.77% Shares
STATE STREET CORP $385,426,887 3,858,127 6.78% Shares
AMERICAN CENTURY COMPANIES INC $208,367,442 2,085,755 3.67% Shares
FMR LLC $188,418,911 1,886,075 3.32% Shares
VICTORY CAPITAL MANAGEMENT INC $169,201,530 1,693,709 2.98% Shares
GEODE CAPITAL MANAGEMENT, LLC $156,271,835 1,563,839 2.75% Shares
WELLINGTON MANAGEMENT GROUP LLP $144,486,968 1,446,316 2.54% Shares
Qube Research & Technologies Ltd $130,866,203 1,309,972 2.30% Shares
NORGES BANK $123,764,612 1,238,885 2.18% Shares
FIRST TRUST ADVISORS LP $121,694,586 1,218,164 2.14% Shares
EARNEST PARTNERS LLC $119,093,687 1,192,129 2.10% Shares
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $118,978,003 1,190,971 2.09% Shares
MANUFACTURERS LIFE INSURANCE COMPANY, THE $85,467,147 855,527 1.50% Shares
Capital International Investors $79,802,717 798,826 1.40% Shares
DEPRINCE RACE & ZOLLO INC $67,405,261 728,548 1.19% Shares
Holocene Advisors, LP $65,495,039 655,606 1.15% Shares
Capital World Investors $63,843,493 639,074 1.12% Shares
WESTWOOD HOLDINGS GROUP INC $62,036,700 620,988 1.09% Shares
VANGUARD FIDUCIARY TRUST CO $61,788,650 618,505 1.09% Shares
Fisher Asset Management, LLC $58,663,208 587,219 1.03% Shares
SEGALL BRYANT & HAMILL, LLC $58,307,234 583,656 1.03% Shares
ALGEBRIS (UK) LTD $57,292,773 575,313 1.01% Shares
Verition Fund Management LLC $46,350,603 463,970 0.82% Shares
FJ Capital Management LLC $43,853,403 438,973 0.77% Shares
LOOMIS SAYLES & CO L P $35,965,881 360,019 0.63% Shares
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. $35,441,000 354,763 0.62% Shares
BNP PARIBAS ASSET MANAGEMENT Holding S.A. $34,805,859 348,407 0.61% Shares
KENNEDY CAPITAL MANAGEMENT LLC $34,445,420 344,799 0.61% Shares
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ $32,447,120 324,796 0.57% Shares
D. E. Shaw & Co., Inc. $30,468,301 304,988 0.54% Shares
BANK OF AMERICA CORP /DE/ $29,529,341 295,589 0.52% Shares
CINCINNATI INSURANCE CO $28,998,373 290,274 0.51% Shares
BASSWOOD CAPITAL MANAGEMENT, L.L.C. $28,074,997 281,031 0.49% Shares
MetLife Investment Management, LLC $27,639,733 276,674 0.49% Shares
Capital Research Global Investors $27,246,127 272,734 0.48% Shares
REGIONS FINANCIAL CORP $27,118,554 271,457 0.48% Shares
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. $25,999,874 260,259 0.46% Shares
RHUMBLINE ADVISERS $25,935,992 259,620 0.46% Shares
Retirement Systems of Alabama $24,469,006 244,935 0.43% Shares
Bank of New York Mellon Corp $23,465,012 234,885 0.41% Shares
BANK OF MONTREAL /CAN/ $23,396,880 234,203 0.41% Shares
Stieven Capital Advisors, L.P. $22,117,261 221,394 0.39% Shares
MILLENNIUM MANAGEMENT LLC $21,850,628 218,725 0.38% Shares
ADAGE CAPITAL PARTNERS GP, L.L.C. $21,508,370 215,299 0.38% Shares
CINCINNATI FINANCIAL CORP $20,021,858 200,419 0.35% Shares
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $19,738,941 197,587 0.35% Shares
Swiss National Bank $19,653,327 196,730 0.35% Shares
GOLDMAN SACHS GROUP INC $18,953,328 189,723 0.33% Shares
Balyasny Asset Management L.P. $18,402,479 184,209 0.32% Shares
California Public Employees Retirement System $17,021,362 170,384 0.30% Shares
OSSIAM $16,905,977 169,229 0.30% Shares
Trexquant Investment LP $16,750,932 167,677 0.29% Shares
STATE OF WISCONSIN INVESTMENT BOARD $15,841,942 158,578 0.28% Shares
STRS OHIO $15,754,230 157,700 0.28% Shares
ALGERT GLOBAL LLC $15,683,301 156,990 0.28% Shares
BlackRock, Inc. $15,597,687 156,133 0.27% Shares
BARCLAYS PLC $14,632,453 146,471 0.26% Shares
TWO SIGMA INVESTMENTS, LP $14,572,513 145,871 0.26% Shares
AMERIPRISE FINANCIAL INC $14,397,288 144,117 0.25% Shares
SummitTX Capital, L.P. $12,872,914 128,858 0.23% Shares
Quantinno Capital Management LP $12,245,245 122,575 0.22% Shares
Carlson Capital, L.P. $11,979,309 119,913 0.21% Shares
HighTower Advisors, LLC $11,578,542 115,901 0.20% Shares
ALLIANCEBERNSTEIN L.P. $11,220,363 121,275 0.20% Shares
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $11,013,488 119,039 0.19% Shares
Leeward Investments, LLC - MA $10,964,944 109,759 0.19% Shares
ENVESTNET ASSET MANAGEMENT INC $10,608,240 106,189 0.19% Shares
Channing Capital Management, LLC $10,511,278 105,218 0.19% Shares
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC $10,359,730 103,701 0.18% Shares
PRIVATE MANAGEMENT GROUP INC $10,042,448 100,525 0.18% Shares
TUDOR INVESTMENT CORP ET AL $9,895,894 99,058 0.17% Shares
VANGUARD ASSET MANAGEMENT, Ltd $9,879,211 98,891 0.17% Shares
CRAWFORD INVESTMENT COUNSEL INC $9,814,489 98,243 0.17% Shares
SILVERCREST ASSET MANAGEMENT GROUP LLC $9,308,781 93,181 0.16% Shares
GABELLI FUNDS LLC $9,163,427 91,726 0.16% Shares
RAYMOND JAMES FINANCIAL INC $8,464,702 84,732 0.15% Shares
NATIXIS $8,340,052 83,484 0.15% Shares
MALTESE CAPITAL MANAGEMENT LLC $8,246,645 82,549 0.15% Shares
NEW YORK STATE COMMON RETIREMENT FUND $7,875,617 78,835 0.14% Shares
JONES FINANCIAL COMPANIES LLLP $7,636,831 75,336 0.13% Shares
Vest Financial, LLC $7,574,118 75,817 0.13% Shares
Alberta Investment Management Corp $7,492,500 75,000 0.13% Shares
ExodusPoint Capital Management, LP $7,167,226 71,744 0.13% Shares
XTX Topco Ltd $7,160,832 71,680 0.13% Shares
Numerai GP LLC $6,803,190 68,100 0.12% Shares
Quantbot Technologies LP $6,589,904 65,965 0.12% Shares
STIFEL FINANCIAL CORP $6,481,760 64,882 0.11% Shares
Edgestream Partners, L.P. $6,111,183 61,173 0.11% Shares
Legal & General Group Plc $5,679,416 56,851 0.10% Shares
NFJ INVESTMENT GROUP, LLC $5,631,663 56,373 0.10% Shares
Ceredex Value Advisors LLC $5,494,500 55,000 0.10% Shares
BAYVIEW ASSET MANAGEMENT, LLC $5,494,500 55,000 0.10% Shares
Entropy Technologies, LP $5,302,292 53,076 0.09% Shares
Nuveen, LLC $5,102,892 51,080 0.09% Shares
UBS Group AG $5,072,822 50,779 0.09% Shares
Cincinnati Specialty Underwriters Insurance CO $4,995,000 50,000 0.09% Shares
GAMCO INVESTORS, INC. ET AL $4,878,716 48,836 0.09% Shares
TD Asset Management Inc $4,857,338 48,622 0.09% Shares

Company insiders 63 insiders · 12 officers · 21 directors

Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
William E V Matthews Chief Financial Officer Feb. 20, 2026 F 44,568 0 0 $0
John C Pollok Chief Financial Officer June 7, 2020 F 107,545 0 0 $0
John S Goettee President of SC and GA June 7, 2020 F 24,845 0 0 $0
John F Windley President Feb. 22, 2019 S 39,021 0 0 $0
Renee R Brooks Chief Operating Officer June 8, 2020 A 41,587 0 0 $0
Daniel E Bockhorst Chief Credit Officer July 31, 2026 F 37,985 0 0 $0
Robert R Hill JR Executive Chairman Nov. 23, 2021 S 71,205 0 0 $0
Greg A Lapointe Chief Banking Officer June 8, 2020 A 36,138 0 0 $0
Jonathan S Kivett Chief Credit Officer June 7, 2020 F 7,049 0 0 $0
Keith S Rainwater Principal Accounting Officer June 7, 2020 F 4,948 0 0 $0
Andrew L Westbrook III Chief Risk Officer June 7, 2020 F 6,623 0 0 $0
Joe E Burns Chief Credit Officer Dec. 31, 2018 F 33,680 0 0 $0
Benjamin E Sasse Director July 21, 2026 M 1,678 0 0 $0
Stacy G Smith Director May 1, 2026 A 40,682 0 0 $0
Robert R Horger Director June 8, 2020 F 75,078 0 0 $0
Martin Bernard Davis Director May 1, 2020 A 4,361 0 0 $0
Kevin P Walker Director May 1, 2020 A 15,019 0 0 $0
Jean E Davis Director May 1, 2020 A 15,077 0 0 $0
Thomas E Suggs Director May 1, 2020 A 17,815 0 0 $0
Thomas J Johnson Director May 1, 2020 A 24,902 0 0 $0
Paula Harper Bethea Director May 1, 2020 A 15,998 0 0 $0
Grey B Murray Director May 1, 2020 A 5,512 0 0 $0
Cynthia A Hartley Director May 1, 2020 A 10,089 0 0 $0
Robert H Demere JR Director May 1, 2020 A 52,852 0 0 $0
James C. Cherry Director May 3, 2019 S 7,000 0 0 $0
SOUTH STATE Corp Director May 2, 2019 A 4,741 0 0 $0
Jimmy Evan Addison Director May 1, 2018 A 14,571 0 0 $0
Herb G Gray Director Nov. 16, 2016 S 24,422 0 0 $0
Luther J Battiste III Director May 1, 2016 A 6,759 0 0 $0
Ed B Shelley JR Director May 1, 2016 A 8,264 0 0 $0
Richard W Salmons JR Director May 1, 2016 A 3,209 0 0 $0
Ralph W Norman Director May 1, 2016 A 15,807 0 0 $0
Richard Murray IV — Aug. 14, 2026 G 55,237 0 1 $-1,063,943
Stephen Dean Young — Aug. 12, 2026 G 49,935 0 0 $0
John C Corbett — Aug. 12, 2026 G 125,902 0 0 $0
David R Brooks — Aug. 5, 2026 S 10,050 0 5 $-3,378,554
Shantella E. Cooper — Aug. 3, 2026 A 10,704 0 0 $0
William K Pou JR — Aug. 3, 2026 A 24,575 0 0 $0
Ruffner G Page JR — Aug. 3, 2026 A 82,245 0 0 $0
James W Roquemore — May 1, 2026 A 36,963 0 0 $0
Richard C Mathis — May 12, 2017 M 45,406 0 0 $0
Oswald M Fogle — April 19, 2017 M 11,744 0 0 $0
Alton Clarence Phillips — Feb. 22, 2017 S 11,467 0 0 $0
John W Williamson III — May 1, 2016 A 63,298 0 0 $0
Wayne R Hall — July 26, 2013 A 14,281 0 0 $0
Harry M Mims JR — May 1, 2013 A 44,632 0 0 $0
Susie H Vanhuss — Sept. 21, 2012 X 3,838 0 0 $0
Dwight W Frierson — Dec. 19, 2011 M 12,077 0 0 $0
Karen L Dey — Oct. 31, 2011 M 2,730 0 0 $0
Thomas S Camp — Sept. 19, 2011 M 15,064 0 0 $0

Insiders from SEC Form 3/4/5 filings; net = open-market P/S only

Activists & 5%+ owners 1 position

Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.

Filer Filed Stake Status Purpose Filing
SCBT Financial Corporation (2) Sept. 10, 2007 — Initial filing — SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

ETF ownership Held by 96 ETFs

Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund Weight Units As of Source
IAT · iShares Trust 1.67% 104,077 SH Aug. 8, 2026 Daily
FXO · First Trust Exchange-Traded AlphaDE… 1.25% 137,803 NS April 30, 2026 N-PORT
GSC · Goldman Sachs ETF Trust 1.09% 28,987 NS May 31, 2026 N-PORT
XMLV · Invesco Exchange-Traded Fund Trust … 1.09% 75,088 SH Aug. 8, 2026 Daily
DPST · Direxion Shares ETF Trust 0.99% 50,266 NS April 30, 2026 N-PORT
SDVD · First Trust Exchange-Traded Fund IV 0.83% 70,559 NS April 30, 2026 N-PORT
PAMC · Pacer Funds Trust 0.73% 4,693 NS April 30, 2026 N-PORT
IJJ · iShares Trust 0.60% 496,801 SH Aug. 8, 2026 Daily
RFV · Invesco Exchange-Traded Fund Trust 0.58% 18,158 SH Aug. 8, 2026 Daily
IVOV · VANGUARD ADMIRAL FUNDS 0.56% 83,859 SH Aug. 8, 2026 Daily
DFSV · Dimensional ETF Trust 0.54% 418,678 NS April 30, 2026 N-PORT
FNK · First Trust Exchange-Traded AlphaDE… 0.44% 9,841 NS April 30, 2026 N-PORT
DFAT · Dimensional ETF Trust 0.43% 596,010 NS April 30, 2026 N-PORT
NUSC · Nushares ETF Trust 0.41% 53,588 NS April 30, 2026 N-PORT
IQSM · New York Life Investments ETF Trust 0.39% 12,531 NS April 30, 2026 N-PORT
MIDE · DBX ETF Trust 0.38% 134 NS May 29, 2026 N-PORT
QUVU · Hartford Funds Exchange-Traded Trust 0.38% 6,656 NS April 30, 2026 N-PORT
CVY · Invesco Exchange-Traded Fund Trust 0.36% 4,132 SH Aug. 8, 2026 Daily
FFSM · FIDELITY COVINGTON TRUST 0.36% 47,466 NS April 30, 2026 N-PORT
XJH · iShares Trust 0.33% 13,223 SH Aug. 8, 2026 Daily
QVMM · Invesco Exchange-Traded Fund Trust … 0.32% 12,913 SH Aug. 8, 2026 Daily
ISCV · iShares Trust 0.32% 20,490 SH Aug. 8, 2026 Daily
IJH · iShares Trust 0.29% 3,369,868 SH Aug. 8, 2026 Daily
FNX · First Trust Exchange-Traded AlphaDE… 0.29% 39,335 NS April 30, 2026 N-PORT
PTMC · Pacer Funds Trust 0.28% 11,373 NS April 30, 2026 N-PORT
IVOO · VANGUARD ADMIRAL FUNDS 0.27% 157,881 SH Aug. 8, 2026 Daily
BKMC · BNY Mellon ETF Trust 0.25% 16,134 NS April 30, 2026 N-PORT
ESML · iShares Trust 0.21% 57,083 SH Aug. 8, 2026 Daily
VBR · VANGUARD INDEX FUNDS 0.21% 1,422,139 SH Aug. 8, 2026 Daily
FSMD · FIDELITY COVINGTON TRUST 0.21% 50,382 NS April 30, 2026 N-PORT
MVV · ProShares Trust 0.20% 3,425 NS May 31, 2026 N-PORT
SCHA · SCHWAB STRATEGIC TRUST 0.20% 476,853 NS May 31, 2026 N-PORT
DFAS · Dimensional ETF Trust 0.20% 283,999 NS April 30, 2026 N-PORT
FNDA · SCHWAB STRATEGIC TRUST 0.20% 184,256 NS May 31, 2026 N-PORT
MIDU · Direxion Shares ETF Trust 0.19% 1,642 NS April 30, 2026 N-PORT
BBMC · J.P. Morgan Exchange-Traded Fund Tr… 0.19% 39,435 NS April 30, 2026 N-PORT
SCHM · SCHWAB STRATEGIC TRUST 0.17% 267,803 NS May 31, 2026 N-PORT
RWK · Invesco Exchange-Traded Fund Trust … 0.17% 20,830 SH Aug. 8, 2026 Daily
IYF · iShares Trust 0.16% 64,482 SH Aug. 8, 2026 Daily
ISCB · iShares Trust 0.16% 4,163 SH Aug. 8, 2026 Daily
IYG · iShares Trust 0.14% 29,456 SH Aug. 8, 2026 Daily
UMDD · ProShares Trust 0.14% 478 NS May 31, 2026 N-PORT
SMMD · iShares Trust 0.14% 48,532 SH Aug. 8, 2026 Daily
FAB · First Trust Exchange-Traded AlphaDE… 0.13% 1,899 NS April 30, 2026 N-PORT
VFVA · VANGUARD WELLINGTON FUND 0.13% 11,357 SH Aug. 8, 2026 Daily
VB · VANGUARD INDEX FUNDS 0.12% 2,240,229 SH Aug. 8, 2026 Daily
FNCL · FIDELITY COVINGTON TRUST 0.12% 26,255 NS April 30, 2026 N-PORT
VXF · VANGUARD INDEX FUNDS 0.11% 1,120,967 SH Aug. 8, 2026 Daily
VFH · VANGUARD WORLD FUND 0.11% 159,543 SH Aug. 8, 2026 Daily
AVMC · AMERICAN CENTURY ETF TRUST 0.11% 4,569 NS May 31, 2026 N-PORT