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, Q4 2023
Institutional positions in SouthState Bank Corp as of Dec 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
- 357
- +31 vs. Q3 2023
- Shares held
- 68.5M
- +1.31M (+1.9%) vs. Q3 2023
- Total value
- $5.78B
- +$1.26B (+27.8%) vs. Q3 2023
- New holders
- 52
- 107 more added
- Sold out
- 21
- 126 more reduced
5 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding SouthState Bank Corp; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tfo-TDC, LLC | 3 | $253 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 5 | $422 | 0.00% | +5 | New |
| Massmutual Trust Co FSB | 7 | $591 | 0.00% | +7 | New |
| DiNuzzo Private Wealth, Inc. | 8 | $676 | 0.00% | +8 | New |
| Nalls Sherbakoff Group, LLC | 12 | $1.01K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 13 | $1.10K | 0.00% | −15−53.6% | Reduced |
| JFS Wealth Advisors, LLC | 15 | $1.27K | 0.00% | −20−57.1% | Reduced |
| Core Wealth Advisors, Inc. | 15 | $1.27K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 15 | $1.27K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 15 | $1.27K | 0.00% | +15 | New |
| SJS Investment Consulting Inc. | 17 | $1.44K | 0.00% | +1+6.3% | Added |
| Global Financial Private Client, LLC | 23 | $1.94K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 24 | $2.04K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 30 | $2.53K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 35 | $2.96K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 54 | $4.56K | 0.00% | +54 | New |
| Fortitude Family Office, LLC | 57 | $4.81K | 0.00% | +57 | New |
| Key Financial Inc | 58 | $4.90K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 75 | $6.33K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 79 | $6.67K | 0.00% | +79 | New |
| Principal Securities, Inc. | 81 | $6.84K | 0.00% | +81 | New |
| SOA Wealth Advisors, LLC. | 83 | $6.97K | 0.00% | +1+1.2% | Added |
| Fuller & Thaler Asset Management, Inc. | 89 | $7.48K | 0.00% | −407,141−100.0% | Reduced |
| SRS Capital Advisors, Inc. | 97 | $8.16K | 0.00% | +97 | New |
| Private Trust Co NA | 99 | $8.36K | 0.00% | +16+19.3% | Added |
| North Star Investment Management Corp. | 100 | $8.45K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 120 | $10.1K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 152 | $13.0K | 0.00% | 00.0% | Unchanged |
| City State Bank | 150 | $13.0K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 164 | $13.8K | 0.00% | −899−84.6% | Reduced |
| O'Dell Group, LLC | 167 | $14.1K | 0.00% | +167 | New |
| Pinnacle Financial Partners Inc | 176 | $14.9K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 182 | $15.4K | 0.00% | −10−5.2% | Reduced |
| Dividend Assets Capital, LLC | 200 | $17.0K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 230 | $18.9K | 0.00% | +230 | New |
| GAMMA Investing LLC | 287 | $23.9K | 0.01% | +287 | New |
| Steward Partners Investment Advisory, LLC | 300 | $25.3K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 300 | $25.3K | 0.00% | +300 | New |
| Covestor Ltd | 323 | $27.0K | 0.02% | −315−49.4% | Reduced |
| Parallel Advisors, LLC | 322 | $27.2K | 0.00% | +272+544.0% | Added |
| RE Advisers Corp | 346 | $29.2K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 360 | $30.4K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 363 | $30.7K | 0.00% | −1,517−80.7% | Reduced |
| Oakworth Capital, Inc. | 378 | $31.9K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 380 | $32.1K | 0.00% | +68+21.8% | Added |
| Quadrant Capital Group LLC | 398 | $33.6K | 0.00% | −113−22.1% | Reduced |
| Sound Income Strategies, LLC | 480 | $40.5K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 545 | $46.0K | 0.01% | +48+9.7% | Added |
| Trust Co of Vermont | 650 | $54.9K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 681 | $58.0K | 0.00% | +55+8.8% | Added |
| Salomon & Ludwin, LLC | 887 | $59.7K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 768 | $64.9K | 0.00% | +23+3.1% | Added |
| Global Trust Asset Management, LLC | 900 | $76.0K | 0.03% | 00.0% | Unchanged |
| IFP Advisors, Inc | 918 | $77.5K | 0.00% | +48+5.5% | Added |
| First Horizon Advisors, Inc. | 919 | $77.6K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 983 | $80.2K | 0.00% | −69−6.6% | Reduced |
| Ronald Blue Trust, Inc. | 1,211 | $81.0K | 0.00% | −2,355−66.0% | Reduced |
| Knott David M Jr | 1,068 | $90.0K | 0.03% | 00.0% | Unchanged |
| Huntington National Bank | 1,208 | $102.0K | 0.00% | +13+1.1% | Added |
| Global Retirement Partners, LLC | 1,310 | $104.1K | 0.00% | +18+1.4% | Added |
| Caldwell Trust Co | 1,318 | $111.3K | 0.01% | −500−27.5% | Reduced |
| KBC Group NV | 1,339 | $113.0K | 0.00% | +195+17.0% | Added |
| EverSource Wealth Advisors, LLC | 1,636 | $138.2K | 0.01% | 00.0% | Unchanged |
| Emerald Mutual Fund Advisers Trust | 1,820 | $153.7K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 2,250 | $190.0K | 0.00% | +205+10.0% | Added |
| Advisory Services Network, LLC | 2,363 | $199.6K | 0.00% | +2,363 | New |
| Colonial Trust Advisors | 2,380 | $201.0K | 0.02% | 00.0% | Unchanged |
| Abacus Planning Group, Inc. | 2,399 | $202.6K | 0.04% | +2,399 | New |
| Builder Investment Group Inc | 2,422 | $204.6K | 0.07% | +2,422 | New |
| Mill Capital Management, LLC | 2,439 | $206.0K | 0.02% | +2,439 | New |
| Johnson Investment Counsel Inc | 2,453 | $207.2K | 0.00% | +2,453 | New |
| BFSG, LLC | 2,530 | $213.7K | 0.03% | +2,530 | New |
| Chicago Partners Investment Group LLC | 2,609 | $215.2K | 0.01% | +2,609 | New |
| Gotham Asset Management, LLC | 2,571 | $217.1K | 0.00% | −2,373−48.0% | Reduced |
| AE Wealth Management LLC | 2,728 | $230.5K | 0.00% | −3,994−59.4% | Reduced |
| GTS Securities LLC | 2,749 | $232.2K | 0.01% | +2,749 | New |
| Hanover Advisors Inc | 2,780 | $234.8K | 0.11% | +2,780 | New |
| Wealth Advisors of Tampa Bay, LLC | 2,935 | $247.9K | 0.12% | −2,935−50.0% | Reduced |
| Cresset Asset Management, LLC | 2,977 | $251.4K | 0.00% | −27−0.9% | Reduced |
| Destiny Capital Corp | 3,000 | $253.3K | 0.18% | +3,000 | New |
| Heritage Wealth Management, LLC | 3,050 | $257.5K | 0.14% | +3,050 | New |
| MQS Management LLC | 3,104 | $262.1K | 0.15% | +3,104 | New |
| King Luther Capital Management Corp | 3,137 | $264.9K | 0.00% | 00.0% | Unchanged |
| True North Advisors, LLC | 3,137 | $264.9K | 0.07% | 00.0% | Unchanged |
| Stephens Inc | 3,144 | $265.5K | 0.00% | −8−0.3% | Reduced |
| Baird Financial Group, Inc. | 3,214 | $271.4K | 0.00% | +174+5.7% | Added |
| Keyes, Stange & Wooten Wealth Management, LLC | 3,234 | $273.1K | 0.29% | +3,234 | New |
| Shelton Capital Management | 3,273 | $276.4K | 0.01% | −227−6.5% | Reduced |
| Requisite Capital Management, LLC | 3,295 | $278.3K | 0.07% | 00.0% | Unchanged |
| FMR LLC | 3,327 | $281.0K | 0.00% | +1,106+49.8% | Added |
| Mainsail Asset Management, LLC | 3,341 | $282.2K | 0.26% | +3,341 | New |
| FourThought Financial Partners, LLC | 3,391 | $286.4K | 0.04% | +3,391 | New |
| Flagship Harbor Advisors, LLC | 3,429 | $289.6K | 0.02% | 00.0% | Unchanged |
| Old National Bancorp | 3,509 | $296.3K | 0.01% | −3,196−47.7% | Reduced |
| Hyman Charles D | 3,534 | $298.0K | 0.02% | 00.0% | Unchanged |
| Peachtree Investment Partners, LLC | 3,575 | $301.9K | 0.12% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 3,608 | $305.0K | 0.12% | +175+5.1% | Added |
| HSBC Holdings PLC | 3,591 | $307.1K | 0.00% | +142+4.1% | Added |
| Firethorn Wealth Partners, LLC | 3,846 | $324.8K | 0.21% | −5,372−58.3% | Reduced |
| Brinker Capital Investments, LLC | 3,923 | $328.1K | 0.00% | −603−13.3% | Reduced |