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, Q3 2023
Institutional positions in SouthState Bank Corp as of Sep 30, 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
- 331
- +7 vs. Q2 2023
- Shares held
- 67.2M
- −462.1K (−0.7%) vs. Q2 2023
- Total value
- $4.53B
- +$77.6M (+1.7%) vs. Q2 2023
- New holders
- 28
- 114 more added
- Sold out
- 21
- 113 more reduced
3 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2023: 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, Q3 2023
Shares, value and share of portfolio for each institution holding SouthState Bank Corp; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tfo-TDC, LLC | 3 | $197 | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 12 | $809 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 15 | $1.01K | 0.00% | −5−25.0% | Reduced |
| Core Wealth Advisors, Inc. | 15 | $1.01K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 16 | $1.08K | 0.00% | +2+14.3% | Added |
| Global Financial Private Client, LLC | 23 | $1.52K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 24 | $1.63K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 28 | $1.89K | 0.00% | +7+33.3% | Added |
| KB Financial Partners, LLC | 32 | $2.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 30 | $2.02K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 35 | $2.36K | 0.00% | −7−16.7% | Reduced |
| JFS Wealth Advisors, LLC | 35 | $2.36K | 0.00% | +6+20.7% | Added |
| Steward Financial Group LLC | 47 | $3.00K | 0.00% | +47 | New |
| Parallel Advisors, LLC | 50 | $3.37K | 0.00% | −11−18.0% | Reduced |
| Key Financial Inc | 58 | $3.91K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 75 | $5.05K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 82 | $5.52K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 83 | $5.59K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 88 | $5.93K | 0.00% | +12+15.8% | Added |
| Group One Trading, L.P. | 95 | $6.40K | 0.00% | +95 | New |
| North Star Investment Management Corp. | 100 | $6.74K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 113 | $7.61K | 0.00% | +113 | New |
| Godsey & Gibb Associates | 120 | $8.08K | 0.00% | −480−80.0% | Reduced |
| Capital Advisors, Ltd. LLC | 152 | $10.0K | 0.00% | 00.0% | Unchanged |
| City State Bank | 150 | $10.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 176 | $11.9K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 192 | $12.7K | 0.00% | +7+3.8% | Added |
| Dividend Assets Capital, LLC | 200 | $13.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 300 | $20.2K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 312 | $21.0K | 0.00% | +126+67.7% | Added |
| RE Advisers Corp | 346 | $23.3K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 360 | $24.3K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 378 | $25.5K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 480 | $32.3K | 0.00% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 490 | $33.0K | 0.01% | +490 | New |
| Parkside Financial Bank & Trust | 497 | $33.5K | 0.01% | +63+14.5% | Added |
| Quadrant Capital Group LLC | 511 | $34.4K | 0.00% | +294+135.5% | Added |
| Ci Investments Inc. | 626 | $42.0K | 0.00% | +4+0.6% | Added |
| Covestor Ltd | 638 | $43.0K | 0.03% | +214+50.5% | Added |
| Trust Co of Vermont | 650 | $43.8K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 745 | $50.2K | 0.00% | +4+0.5% | Added |
| IFP Advisors, Inc | 870 | $58.6K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 887 | $59.7K | 0.01% | +887 | New |
| Global Trust Asset Management, LLC | 900 | $60.6K | 0.03% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 919 | $61.9K | 0.00% | −82−8.2% | Reduced |
| Spire Wealth Management | 1,052 | $70.9K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 1,063 | $71.6K | 0.02% | 00.0% | Unchanged |
| Knott David M Jr | 1,068 | $72.0K | 0.03% | 00.0% | Unchanged |
| KBC Group NV | 1,144 | $77.0K | 0.00% | +1,144 | New |
| Huntington National Bank | 1,195 | $80.5K | 0.00% | −32−2.6% | Reduced |
| Global Retirement Partners, LLC | 1,292 | $84.7K | 0.00% | +5+0.4% | Added |
| Cary Street Partner Investment Advisory LLC | 1,432 | $96.5K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,636 | $110.2K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 1,818 | $122.5K | 0.02% | 00.0% | Unchanged |
| Emerald Mutual Fund Advisers Trust | 1,820 | $122.6K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 1,880 | $126.6K | 0.00% | +1,286+216.5% | Added |
| Nisa Investment Advisors, LLC | 2,045 | $137.8K | 0.00% | +25+1.2% | Added |
| FMR LLC | 2,221 | $149.6K | 0.00% | +374+20.2% | Added |
| Colonial Trust Advisors | 2,380 | $160.3K | 0.02% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,565 | $172.8K | 0.01% | −860−25.1% | Reduced |
| Destiny Capital Securities Corporation | 3,000 | $202.1K | 0.16% | +3,000 | New |
| Cresset Asset Management, LLC | 3,004 | $202.3K | 0.00% | −37−1.2% | Reduced |
| Baird Financial Group, Inc. | 3,040 | $204.8K | 0.00% | +3,040 | New |
| King Luther Capital Management Corp | 3,137 | $211.3K | 0.00% | 00.0% | Unchanged |
| True North Advisors, LLC | 3,137 | $211.3K | 0.07% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 3,149 | $212.1K | 0.01% | +3,149 | New |
| Stephens Inc | 3,152 | $212.3K | 0.00% | −1,821−36.6% | Reduced |
| Requisite Capital Management, LLC | 3,295 | $222.0K | 0.06% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 3,429 | $231.0K | 0.02% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 3,433 | $231.0K | 0.10% | +3,433 | New |
| HSBC Holdings PLC | 3,449 | $232.3K | 0.00% | +3,449 | New |
| Ronald Blue Trust, Inc. | 3,566 | $235.0K | 0.00% | +18+0.5% | Added |
| Shelton Capital Management | 3,500 | $235.8K | 0.01% | −302−7.9% | Reduced |
| Hyman Charles D | 3,534 | $238.0K | 0.02% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 3,558 | $239.7K | 0.03% | +492+16.0% | Added |
| Peachtree Investment Partners, LLC | 3,575 | $240.8K | 0.12% | +26+0.7% | Added |
| MML Investors Services, LLC | 3,583 | $241.0K | 0.00% | +58+1.6% | Added |
| SageView Advisory Group, LLC | 3,759 | $253.2K | 0.01% | +80+2.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 3,819 | $257.0K | 0.00% | −21,190−84.7% | Reduced |
| Neuberger Berman Group LLC | 3,901 | $262.8K | 0.00% | +578+17.4% | Added |
| Stonegate Investment Group, LLC | 3,960 | $266.7K | 0.01% | −213−5.1% | Reduced |
| Mariner, LLC | 3,986 | $268.5K | 0.00% | +292+7.9% | Added |
| Bridgeworth, LLC | 4,000 | $269.4K | 0.03% | 00.0% | Unchanged |
| Family Asset Management, LLC | 4,280 | $288.3K | 0.21% | 00.0% | Unchanged |
| Davenport & Co LLC | 4,296 | $289.4K | 0.00% | +10.0% | Added |
| HGK Asset Management Inc | 4,330 | $292.0K | 0.10% | −929−17.7% | Reduced |
| Metropolitan Life Insurance Co | 4,384 | $295.3K | 0.02% | +221+5.3% | Added |
| Mackenzie Financial Corp | 4,646 | $301.5K | 0.00% | +4,646 | New |
| Brinker Capital Investments, LLC | 4,526 | $304.9K | 0.00% | −58−1.3% | Reduced |
| Orion Portfolio Solutions, LLC | 4,526 | $304.9K | 0.00% | −58−1.3% | Reduced |
| Crossmark Global Holdings, Inc. | 4,568 | $313.0K | 0.01% | −467−9.3% | Reduced |
| US Bancorp | 4,776 | $321.7K | 0.00% | +274+6.1% | Added |
| Alps Advisors Inc | 4,839 | $326.0K | 0.00% | +645+15.4% | Added |
| Cornerstone Management, Inc. | 4,920 | $331.4K | 0.09% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 4,944 | $333.0K | 0.01% | −242−4.7% | Reduced |
| First City Capital Management, Inc. | 4,956 | $333.8K | 0.21% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 5,000 | $336.8K | 0.05% | 00.0% | Unchanged |
| ISAM Funds (UK) Ltd | 5,085 | $342.5K | 0.22% | +5,085 | New |
| Inceptionr LLC | 5,176 | $348.7K | 0.20% | +5,176 | New |
| Envestnet Portfolio Solutions, Inc. | 5,207 | $350.8K | 0.00% | +5,207 | New |