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 |
|---|---|---|---|---|---|
| Orion Portfolio Solutions, LLC | 3,923 | $328.1K | 0.00% | −603−13.3% | Reduced |
| MML Investors Services, LLC | 3,946 | $333.0K | 0.00% | +363+10.1% | Added |
| Stonegate Investment Group, LLC | 3,960 | $334.4K | 0.01% | 00.0% | Unchanged |
| Bridgeworth, LLC | 4,000 | $337.8K | 0.03% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 4,049 | $341.9K | 0.04% | +4,049 | New |
| Mount Yale Investment Advisors, LLC | 4,086 | $345.0K | 0.03% | +528+14.8% | Added |
| Virtu Financial LLC | 4,132 | $349.0K | 0.03% | +4,132 | New |
| Toroso Investments, LLC | 4,152 | $350.6K | 0.01% | −2,222−34.9% | Reduced |
| HGK Asset Management Inc | 4,188 | $353.7K | 0.08% | −142−3.3% | Reduced |
| Davenport & Co LLC | 4,247 | $358.7K | 0.00% | −49−1.1% | Reduced |
| Family Asset Management, LLC | 4,280 | $361.4K | 0.24% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 4,302 | $363.3K | 0.02% | −82−1.9% | Reduced |
| Mariner, LLC | 4,304 | $363.5K | 0.00% | +318+8.0% | Added |
| Bailard, Inc. | 4,355 | $367.8K | 0.01% | +4,355 | New |
| Crossmark Global Holdings, Inc. | 4,395 | $371.0K | 0.01% | −173−3.8% | Reduced |
| GWM Advisors LLC | 4,479 | $371.9K | 0.00% | +4,479 | New |
| Alps Advisors Inc | 4,578 | $386.6K | 0.00% | −261−5.4% | Reduced |
| Mackenzie Financial Corp | 4,646 | $392.4K | 0.00% | 00.0% | Unchanged |
| Greenwood Capital Associates LLC | 4,779 | $403.6K | 0.05% | −846−15.0% | Reduced |
| Cornerstone Management, Inc. | 4,920 | $415.5K | 0.11% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 4,956 | $418.5K | 0.24% | 00.0% | Unchanged |
| US Bancorp | 4,992 | $421.6K | 0.00% | +216+4.5% | Added |
| Ingalls & Snyder LLC | 4,995 | $422.0K | 0.02% | −626−11.1% | Reduced |
| NJ State Employees Deferred Compensation Plan | 5,000 | $422.3K | 0.06% | 00.0% | Unchanged |
| BIP Wealth, LLC | 5,089 | $429.8K | 0.03% | +5,089 | New |
| Envestnet Portfolio Solutions, Inc. | 5,091 | $430.0K | 0.00% | −116−2.2% | Reduced |
| Cullen Capital Management LLC | 5,129 | $433.1K | 0.01% | −694−11.9% | Reduced |
| JustInvest LLC | 5,232 | $441.8K | 0.01% | −4,318−45.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 5,418 | $458.0K | 0.00% | +1,599+41.9% | Added |
| Cutler Capital Management, LLC | 5,619 | $474.6K | 0.20% | +36+0.6% | Added |
| James Investment Research Inc | 5,655 | $477.6K | 0.06% | 00.0% | Unchanged |
| Minerva Advisors LLC | 5,661 | $478.0K | 0.30% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 5,690 | $480.5K | 0.07% | −173−3.0% | Reduced |
| ProVise Management Group, LLC | 5,821 | $491.6K | 0.04% | +5+0.1% | Added |
| Lakeview Capital Partners, LLC | 5,905 | $498.7K | 0.09% | −4−0.1% | Reduced |
| Profund Advisors LLC | 6,027 | $509.0K | 0.02% | +668+12.5% | Added |
| Bank of Montreal | 6,070 | $521.8K | 0.00% | +52+0.9% | Added |
| Tiaa Trust, National Association | 6,186 | $522.4K | 0.00% | 00.0% | Unchanged |
| Henshaw Capital LLC | 6,210 | $524.4K | 0.03% | 00.0% | Unchanged |
| Advantage Alpha Capital Partners LP | 6,290 | $531.2K | 0.10% | +6,290 | New |
| Black Diamond Financial, LLC | 6,391 | $539.7K | 0.15% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 6,437 | $543.6K | 0.02% | 00.0% | Unchanged |
| Twinbeech Capital LP | 6,463 | $545.8K | 0.01% | −12,423−65.8% | Reduced |
| SeaCrest Wealth Management, LLC | 6,665 | $551.4K | 0.07% | −14−0.2% | Reduced |
| Connable Office Inc | 6,711 | $566.7K | 0.07% | −550−7.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 6,768 | $571.6K | 0.00% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 6,926 | $584.9K | 0.18% | +76+1.1% | Added |
| Mercer Global Advisors Inc | 7,169 | $605.0K | 0.00% | +14+0.2% | Added |
| West Paces Advisors Inc. | 7,200 | $608.0K | 0.17% | 00.0% | Unchanged |
| SFMG, LLC | 7,700 | $650.3K | 0.06% | 00.0% | Unchanged |
| Versor Investments LP | 7,800 | $658.7K | 0.13% | +1,500+23.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 7,823 | $660.6K | 0.00% | −738−8.6% | Reduced |
| State of Alaska, Department of Revenue | 8,217 | $693.0K | 0.01% | −815−9.0% | Reduced |
| Campbell & CO Investment Adviser LLC | 8,280 | $699.2K | 0.06% | +8,280 | New |
| Trust Point Inc. | 8,552 | $722.2K | 0.06% | +8,552 | New |
| Pictet Asset Management Holding SA | 8,581 | $724.7K | 0.00% | +429+5.3% | Added |
| Summit Wealth Partners, LLC | 8,805 | $743.6K | 0.17% | 00.0% | Unchanged |
| Centiva Capital, LP | 8,829 | $745.6K | 0.05% | +8,829 | New |
| Salem Investment Counselors Inc | 8,885 | $750.3K | 0.03% | 00.0% | Unchanged |
| Teton Advisors, Inc. | 8,900 | $751.6K | 0.25% | −300−3.3% | Reduced |
| Public Employees Retirement Association of Colorado | 9,091 | $768.0K | 0.00% | −569−5.9% | Reduced |
| Pathstone Holdings, LLC | 9,122 | $770.4K | 0.00% | +9,122 | New |
| Janney Montgomery Scott LLC | 9,163 | $774.0K | 0.00% | −2,010−18.0% | Reduced |
| The PNC Financial Services Group, Inc. | 9,257 | $781.8K | 0.00% | −1,162−11.2% | Reduced |
| LPF Advisors LLC | 9,348 | $789.4K | 0.84% | +9,348 | New |
| Gabelli Funds LLC | 9,420 | $795.5K | 0.01% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 9,529 | $804.7K | 0.62% | +9,529 | New |
| Foundations Investment Advisors, LLC | 10,034 | $813.2K | 0.02% | −165−1.6% | Reduced |
| Concurrent Investment Advisors, LLC | 9,713 | $820.2K | 0.04% | +9,713 | New |
| Commonwealth Equity Services, LLC | 9,746 | $823.0K | 0.00% | −5,125−34.5% | Reduced |
| Moody National Bank Trust Division | 9,845 | $831.4K | 0.06% | +1,828+22.8% | Added |
| Burkett Financial Services, LLC | 9,875 | $834.0K | 0.46% | +9,875 | New |
| LBMC Investment Advisors, LLC | 9,902 | $836.2K | 0.08% | +9,902 | New |
| Brown Brothers Harriman & Co | 9,970 | $842.0K | 0.01% | +349+3.6% | Added |
| Keybank National Association | 10,079 | $851.2K | 0.00% | −416−4.0% | Reduced |
| Creative Planning | 10,248 | $865.4K | 0.00% | +1,707+20.0% | Added |
| HighTower Advisors, LLC | 10,418 | $882.0K | 0.00% | +137+1.3% | Added |
| AQR Capital Management LLC | 10,991 | $928.2K | 0.00% | +10,991 | New |
| UBS Group AG | 11,031 | $931.6K | 0.00% | −27,341−71.3% | Reduced |
| Teacher Retirement System of Texas | 11,135 | $940.0K | 0.01% | −1,101−9.0% | Reduced |
| Xponance, Inc. | 11,183 | $944.4K | 0.01% | +252+2.3% | Added |
| CI Private Wealth, LLC | 11,189 | $944.9K | 0.00% | +3,936+54.3% | Added |
| Huber Capital Management LLC | 11,293 | $953.7K | 0.24% | −2,205−16.3% | Reduced |
| Pitcairn Co | 11,359 | $959.3K | 0.07% | −144−1.3% | Reduced |
| Pacer Advisors, Inc. | 11,431 | $965.3K | 0.00% | +5,095+80.4% | Added |
| Proequities, Inc. | 11,453 | $967.2K | 0.07% | +18+0.2% | Added |
| FinTrust Capital Advisors, LLC | 11,502 | $971.3K | 0.19% | +23+0.2% | Added |
| Signaturefd, LLC | 11,872 | $1.00M | 0.02% | +42+0.4% | Added |
| New York State Teachers Retirement System | 11,900 | $1.00M | 0.00% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 12,058 | $1.02M | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 12,084 | $1.02M | 0.25% | −4,000−24.9% | Reduced |
| Mendon Capital Advisors Corp | 12,500 | $1.06M | 0.50% | +12,500 | New |
| InterOcean Capital Group, LLC | 12,812 | $1.08M | 0.03% | +12,812 | New |
| Advisor Group Holdings, Inc. | 13,206 | $1.12M | 0.00% | −2,542−16.1% | Reduced |
| Donald L. Hagan, LLC | 14,734 | $1.24M | 0.69% | 00.0% | Unchanged |
| Polaris Capital Management, LLC | 14,761 | $1.25M | 0.06% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 15,100 | $1.28M | 0.00% | +15,100 | New |
| Greenleaf Trust | 15,182 | $1.28M | 0.01% | +95+0.6% | Added |
| New Mexico Educational Retirement Board | 15,500 | $1.31M | 0.05% | 00.0% | Unchanged |
| CWM, LLC | 15,547 | $1.31M | 0.01% | −1,150−6.9% | Reduced |