Who Owns Summit State Bank (SSBI)?Hedge Fund & Institutional Holders

$13.22+0.42 (+3.28%)Financial ServicesNASDAQ

Institutional Holders

36

as of Q4 2025

Total Institutional Value

$4.0330003000000106e+58T

% of Float Held

QoQ Change in Holders

+7 / -1

Price History

$6.14$8.08$10.02$11.95$13.89Aug 24May 25Mar 26

SSBI — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
CALDWELL SUTTER CAPITAL, INC.New Position+347K+$4.0B
ALLIANCEBERNSTEIN L.P.Increased+240K+$1.9B
SALZHAUER MICHAELNew Position+92K+$1.1B
Daytona Street Capital LLCNew Position+49K+$883K
RENAISSANCE TECHNOLOGIES LLCNew Position+12K+$0
CITADEL ADVISORS LLCNew Position+12K+$0
Wealthspire Advisors, LLCNew Position+12K+$0
CITIGROUP INCNew Position+1+$0

SSBI — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
BANC FUNDS CO LLCDecreased-130K-$3.8B
MAI Capital ManagementDecreased-1K-$1.1B
DIMENSIONAL FUND ADVISORS LPDecreased-6K-$902.7M
SUSQUEHANNA INTERNATIONAL GROUP, LLPDecreased-2K-$166.4M
NORTHERN TRUST CORPDecreased-128-$158.6M
UBS Group AGDecreased-9K-$112.2M
VANGUARD GROUP INCDecreased-11K-$1.2M
BlackRock, Inc.Decreased-426-$153K
ROYAL BANK OF CANADAClosed Position-5-$0
GEODE CAPITAL MANAGEMENT, LLCDecreased-879-$0

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1CALDWELL SUTTER CAPITAL, INC.346,813$4.0B1.71%Share
2ALLIANCEBERNSTEIN L.P.334,464$3.0B0.95%Share
3SALZHAUER MICHAEL92,499$1.1B0.44%Share
4M3F, Inc.354,229$4.1M1.13%Share
5BANC FUNDS CO LLC193,227$2.2M0.44%Share
6VANGUARD GROUP INC228,432$2.0M0.03%Share
7MAI Capital Management90,634$1.0M0.01%Share
8Daytona Street Capital LLC49,095$883K0.69%Share
9Creative Planning13,750$00.00%Share
10GEODE CAPITAL MANAGEMENT, LLC42,231$00.00%Share
11GEODE CAPITAL MANAGEMENT, LLC9,815$00.00%Share
12VANGUARD GROUP INC2,016$00.00%Share
13MORGAN STANLEY11,969$00.00%Share
14MORGAN STANLEY1$00.00%Share
15BlackRock, Inc.957$00.00%Share
16BlackRock, Inc.11,290$00.00%Share
17BlackRock, Inc.320$00.00%Share
18VANGUARD GROUP INC26,404$00.00%Share
19STATE STREET CORP14,008$00.00%Share
20WELLS FARGO & COMPANY/MN0$00.00%Share
21BRIDGEWAY CAPITAL MANAGEMENT, LLC28,820$00.00%Share
22Wealthspire Advisors, LLC12,470$00.00%Share
23CITADEL ADVISORS LLC11,628$00.00%Share
24UBS Group AG1$00.00%Share
25UBS Group AG6$00.00%Share
26RENAISSANCE TECHNOLOGIES LLC12,390$00.00%Share
27SUSQUEHANNA INTERNATIONAL GROUP, LLP12,206$00.00%Share
28BANK OF AMERICA CORP /DE/6$00.00%Share
29NORTHERN TRUST CORP5,584$00.00%Share
30NORTHERN TRUST CORP7,601$00.00%Share
31STIFEL FINANCIAL CORP16,220$00.00%Share
32CITIGROUP INC1$00.00%Share
33DIMENSIONAL FUND ADVISORS LP64,866$00.00%Share
34DIMENSIONAL FUND ADVISORS LP849$00.00%Share
35DIMENSIONAL FUND ADVISORS LP3,909$00.00%Share
36JPMORGAN CHASE & CO938$00.00%Share

SSBI Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202526$8.1B+6
Q3 202520$8.1B+4
Q2 202516$7.5B-3
Q1 202519$6.8B-2
Q4 202421$2.2B+4
Q3 202417$1.3B+0
Q2 202417$1.6B+0
Q1 202417$1.7B

Similar Stocks by Institutional Ownership

As of Q4 2025, 36 institutional investors hold SSBI (Summit State Bank). The largest holder is CALDWELL SUTTER CAPITAL, INC. with $4.0B in shares. This quarter, 7 institutions opened new positions and 1 closed their positions.

Frequently Asked Questions

How many hedge funds own SSBI?

As of Q4 2025, 36 institutional investors report holding SSBI (Summit State Bank) in their 13F filings.

Who is the largest institutional holder of SSBI?

The largest institutional holder of SSBI is CALDWELL SUTTER CAPITAL, INC. with $4.0B in shares.

Is institutional ownership of SSBI increasing or decreasing?

This quarter, 7 institutions opened new positions in SSBI and 1 closed their positions.