SouthState Bank Corp
SSB- Exchange
- NYSE
- Industry
- State Commercial Banks
- SEC CIK
- 0000764038
In the last 90 days, SouthState Bank Corp insiders filed 0 open-market purchases and 3 sales; 561 institutions reported holding it in 13F filings for Q2 2026, worth $8.57B in total; no superinvestor holds it.
13F holders, Q1 2023
Institutional positions in SouthState Bank Corp as of Mar 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 341
- −8 vs. Q4 2022
- Shares held
- 71.1M
- +8.92M (+14.4%) vs. Q4 2022
- Total value
- $5.07B
- +$324.3M (+6.8%) vs. Q4 2022
- New holders
- 47
- 132 more added
- Sold out
- 55
- 95 more reduced
4 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SSB on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 561 | $8.57B |
| Q1 2026 | 517 | $7.66B |
| Q4 2025 | 488 | $7.66B |
| Q3 2025 | 463 | $8.17B |
| Q2 2025 | 485 | $7.90B |
| Q1 2025 | 457 | $8.28B |
| Q4 2024 | 419 | $6.89B |
| Q3 2024 | 385 | $6.64B |
| Q2 2024 | 377 | $5.19B |
| Q1 2024 | 365 | $5.70B |
| Q4 2023 | 357 | $5.78B |
| Q3 2023 | 331 | $4.53B |
| Q2 2023 | 327 | $4.45B |
| Q1 2023 | 341 | $5.07B |
| Q4 2022 | 353 | $4.74B |
| Q3 2022 | 336 | $4.87B |
| Q2 2022 | 314 | $4.82B |
| Q1 2022 | 321 | $5.16B |
| Q4 2021 | 308 | $4.66B |
| Q3 2021 | 299 | $4.31B |
| Q2 2021 | 291 | $4.68B |
| Q1 2021 | 305 | $4.49B |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding SouthState Bank Corp; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Stonegate Investment Group, LLC | 4,173 | $297.4K | 0.01% | −14−0.3% | Reduced |
| Virginia Retirement Systems Et Al | 4,200 | $299.3K | 0.00% | −600−12.5% | Reduced |
| Mariner, LLC | 4,216 | $300.0K | 0.00% | +313+8.0% | Added |
| Family Asset Management, LLC | 4,280 | $305.0K | 0.22% | 00.0% | Unchanged |
| Davenport & Co LLC | 4,380 | $312.1K | 0.00% | −2,389−35.3% | Reduced |
| Brinker Capital Investments, LLC | 4,563 | $325.2K | 0.00% | −10.0% | Reduced |
| Orion Portfolio Solutions, LLC | 4,563 | $325.2K | 0.00% | +4,563 | New |
| Pathstone Family Office, LLC | 4,389 | $325.3K | 0.01% | −2,188−33.3% | Reduced |
| First City Capital Management, Inc. | 4,956 | $341.9K | 0.20% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 4,853 | $345.8K | 0.00% | +63+1.3% | Added |
| Northwestern Mutual Wealth Management Co | 4,901 | $349.2K | 0.00% | 00.0% | Unchanged |
| Cornerstone Management, Inc. | 4,920 | $350.6K | 0.09% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 5,000 | $356.3K | 0.06% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 5,909 | $359.3K | 0.11% | +976+19.8% | Added |
| US Bancorp | 5,127 | $365.4K | 0.00% | −24−0.5% | Reduced |
| Cullen Capital Management LLC | 5,136 | $366.0K | 0.00% | +1,443+39.1% | Added |
| Old National Bancorp | 5,361 | $382.0K | 0.01% | −71−1.3% | Reduced |
| Gotham Asset Management, LLC | 5,426 | $386.7K | 0.01% | +5,426 | New |
| Crossmark Global Holdings, Inc. | 5,440 | $387.0K | 0.01% | +5,440 | New |
| Cutler Capital Management, LLC | 5,506 | $392.3K | 0.17% | +32+0.6% | Added |
| Bayesian Capital Management, LP | 5,535 | $394.4K | 0.05% | +5,535 | New |
| Lido Advisors, LLC | 5,612 | $399.9K | 0.01% | −78−1.4% | Reduced |
| James Investment Research Inc | 5,655 | $403.0K | 0.05% | 00.0% | Unchanged |
| Minerva Advisors LLC | 5,661 | $403.2K | 0.29% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 5,755 | $410.0K | 0.02% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 5,806 | $413.8K | 0.04% | +4+0.1% | Added |
| Sheets Smith Wealth Management | 6,013 | $428.5K | 0.07% | +1,269+26.7% | Added |
| Integrated Investment Consultants, LLC | 6,044 | $430.7K | 0.14% | +740+14.0% | Added |
| Tiaa, FSB | 6,186 | $440.8K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 5,821 | $445.0K | 0.01% | −1,810−23.7% | Reduced |
| Toroso Investments, LLC | 6,269 | $447.0K | 0.01% | +6,269 | New |
| Connable Office Inc | 6,297 | $448.7K | 0.07% | +681+12.1% | Added |
| HGK Asset Management Inc | 6,345 | $452.0K | 0.14% | −139−2.1% | Reduced |
| Black Diamond Financial, LLC | 6,391 | $455.4K | 0.15% | +6,391 | New |
| Profund Advisors LLC | 6,562 | $467.6K | 0.03% | +3,872+143.9% | Added |
| Greenwood Capital Associates LLC | 6,572 | $468.3K | 0.07% | −1,667−20.2% | Reduced |
| SeaCrest Wealth Management, LLC | 6,657 | $474.4K | 0.06% | −16−0.2% | Reduced |
| AE Wealth Management LLC | 6,839 | $487.3K | 0.00% | +407+6.3% | Added |
| Securian Asset Management, Inc | 6,894 | $491.3K | 0.01% | +6,894 | New |
| Mercer Global Advisors Inc | 7,155 | $510.0K | 0.00% | −368−4.9% | Reduced |
| West Paces Advisors Inc. | 7,200 | $513.1K | 0.16% | −1,080−13.0% | Reduced |
| Creative Planning | 7,264 | $517.6K | 0.00% | +655+9.9% | Added |
| UBS Group AG | 7,499 | $534.4K | 0.00% | −29,215−79.6% | Reduced |
| Firethorn Wealth Partners, LLC | 8,084 | $542.6K | 0.42% | +220+2.8% | Added |
| SFMG, LLC | 7,700 | $548.7K | 0.06% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 7,884 | $564.0K | 0.00% | −271−3.3% | Reduced |
| Moody National Bank Trust Division | 8,017 | $571.3K | 0.05% | +2,925+57.4% | Added |
| Citigroup Inc | 8,563 | $610.2K | 0.00% | +3,658+74.6% | Added |
| Summit Wealth Partners, LLC | 8,805 | $627.4K | 0.16% | 00.0% | Unchanged |
| Pictet Asset Management SA | 8,923 | $635.9K | 0.00% | 00.0% | Unchanged |
| ETF Managers Group, LLC | 8,959 | $638.4K | 0.02% | +133+1.5% | Added |
| Pitcairn Co | 9,007 | $641.8K | 0.06% | +656+7.9% | Added |
| CI Private Wealth, LLC | 9,258 | $659.7K | 0.00% | +4,322+87.6% | Added |
| Teton Advisors, Inc. | 9,260 | $659.9K | 0.18% | −13,440−59.2% | Reduced |
| Gabelli Funds LLC | 9,420 | $671.3K | 0.01% | −1,000−9.6% | Reduced |
| Meeder Asset Management Inc | 9,511 | $677.8K | 0.05% | +9,511 | New |
| Salem Investment Counselors Inc | 9,550 | $680.5K | 0.03% | −4,842−33.6% | Reduced |
| Chartwell Investment Partners, LLC | 9,726 | $693.0K | 0.03% | −1,809−15.7% | Reduced |
| Keybank National Association | 9,890 | $704.8K | 0.00% | −550−5.3% | Reduced |
| Citadel Advisors LLC | 10,029 | $714.7K | 0.00% | −1,246,159−99.2% | Reduced |
| The PNC Financial Services Group, Inc. | 10,289 | $733.2K | 0.00% | +1,159+12.7% | Added |
| Public Employees Retirement Association of Colorado | 10,349 | $737.0K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 10,430 | $743.0K | 0.01% | +10,430 | New |
| Los Angeles Capital Management LLC | 10,654 | $759.2K | 0.00% | −1,670−13.6% | Reduced |
| LPL Financial LLC | 10,731 | $764.7K | 0.00% | +1,893+21.4% | Added |
| Janney Montgomery Scott LLC | 10,749 | $766.0K | 0.00% | −494−4.4% | Reduced |
| Assenagon Asset Management S.A. | 10,752 | $766.2K | 0.00% | −119,430−91.7% | Reduced |
| Handelsbanken Fonder AB | 11,358 | $809.0K | 0.00% | +2,600+29.7% | Added |
| Proequities, Inc. | 11,494 | $819.1K | 0.06% | −3,771−24.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,530 | $821.6K | 0.00% | +1,066+10.2% | Added |
| Westwood Holdings Group Inc. | 11,552 | $823.0K | 0.01% | +11,552 | New |
| Xponance, Inc. | 11,764 | $838.3K | 0.01% | +7,461+173.4% | Added |
| Signaturefd, LLC | 11,786 | $839.9K | 0.02% | −148−1.2% | Reduced |
| New York State Teachers Retirement System | 11,900 | $848.0K | 0.00% | +11,900 | New |
| FinTrust Capital Advisors, LLC | 11,258 | $859.7K | 0.21% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 12,243 | $872.4K | 0.00% | −3,960−24.4% | Reduced |
| Putnam Investments LLC | 12,828 | $914.1K | 0.00% | −533−4.0% | Reduced |
| Advisor Group Holdings, Inc. | 13,391 | $951.8K | 0.00% | +783+6.2% | Added |
| Huber Capital Management LLC | 13,498 | $961.9K | 0.24% | −2,100−13.5% | Reduced |
| New Mexico Educational Retirement Board | 13,500 | $962.0K | 0.05% | +13,500 | New |
| SG Americas Securities, LLC | 13,704 | $977.0K | 0.01% | +6,623+93.5% | Added |
| Cubist Systematic Strategies, LLC | 14,614 | $1.04M | 0.01% | −53,637−78.6% | Reduced |
| Donald L. Hagan, LLC | 14,734 | $1.05M | 0.58% | 00.0% | Unchanged |
| Polaris Capital Management, LLC | 14,761 | $1.05M | 0.04% | 00.0% | Unchanged |
| Greenleaf Trust | 15,173 | $1.08M | 0.01% | +54+0.4% | Added |
| Man Group plc | – | $1.10M | 0.00% | – | – |
| Laurel Wealth Advisors LLC | 15,959 | $1.14M | 0.24% | 00.0% | Unchanged |
| Investors Research Corp | 16,084 | $1.15M | 0.30% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 16,423 | $1.17M | 0.06% | +3,445+26.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 16,574 | $1.18M | 0.00% | −455−2.7% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 16,793 | $1.20M | 0.03% | +16,793 | New |
| Alberta Investment Management Corp | 17,134 | $1.22M | 0.01% | −7,974−31.8% | Reduced |
| Bank of Montreal | 18,135 | $1.29M | 0.00% | +11,849+188.5% | Added |
| Montag A & Associates Inc | 18,294 | $1.30M | 0.09% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 18,328 | $1.31M | 0.01% | −3,682−16.7% | Reduced |
| Continental Advisors LLC | 18,512 | $1.32M | 1.21% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 18,607 | $1.33M | 0.12% | +114+0.6% | Added |
| Captrust Financial Advisors | 18,615 | $1.33M | 0.01% | +5,085+37.6% | Added |
| Oxbow Advisors, LLC | 18,825 | $1.34M | 0.24% | 00.0% | Unchanged |
| CWM, LLC | 18,844 | $1.34M | 0.01% | +20+0.1% | Added |