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; 562 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 | 562 | $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 |
|---|---|---|---|---|---|
| Summit Wealth Partners, LLC | 8,805 | $743.6K | 0.17% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 8,581 | $724.7K | 0.00% | +429+5.3% | Added |
| Trust Point Inc. | 8,552 | $722.2K | 0.06% | +8,552 | New |
| Campbell & CO Investment Adviser LLC | 8,280 | $699.2K | 0.06% | +8,280 | New |
| State of Alaska, Department of Revenue | 8,217 | $693.0K | 0.01% | −815−9.0% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 7,823 | $660.6K | 0.00% | −738−8.6% | Reduced |
| Versor Investments LP | 7,800 | $658.7K | 0.13% | +1,500+23.8% | Added |
| SFMG, LLC | 7,700 | $650.3K | 0.06% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 7,200 | $608.0K | 0.17% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 7,169 | $605.0K | 0.00% | +14+0.2% | Added |
| Integrated Investment Consultants, LLC | 6,926 | $584.9K | 0.18% | +76+1.1% | Added |
| Northwestern Mutual Wealth Management Co | 6,768 | $571.6K | 0.00% | 00.0% | Unchanged |
| Connable Office Inc | 6,711 | $566.7K | 0.07% | −550−7.6% | Reduced |
| SeaCrest Wealth Management, LLC | 6,665 | $551.4K | 0.07% | −14−0.2% | Reduced |
| Twinbeech Capital LP | 6,463 | $545.8K | 0.01% | −12,423−65.8% | Reduced |
| Securian Asset Management, Inc | 6,437 | $543.6K | 0.02% | 00.0% | Unchanged |
| Black Diamond Financial, LLC | 6,391 | $539.7K | 0.15% | 00.0% | Unchanged |
| Advantage Alpha Capital Partners LP | 6,290 | $531.2K | 0.10% | +6,290 | New |
| Henshaw Capital LLC | 6,210 | $524.4K | 0.03% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 6,186 | $522.4K | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 6,070 | $521.8K | 0.00% | +52+0.9% | Added |
| Profund Advisors LLC | 6,027 | $509.0K | 0.02% | +668+12.5% | Added |
| Lakeview Capital Partners, LLC | 5,905 | $498.7K | 0.09% | −4−0.1% | Reduced |
| ProVise Management Group, LLC | 5,821 | $491.6K | 0.04% | +5+0.1% | Added |
| Sheets Smith Wealth Management | 5,690 | $480.5K | 0.07% | −173−3.0% | Reduced |
| Minerva Advisors LLC | 5,661 | $478.0K | 0.30% | 00.0% | Unchanged |
| James Investment Research Inc | 5,655 | $477.6K | 0.06% | 00.0% | Unchanged |
| Cutler Capital Management, LLC | 5,619 | $474.6K | 0.20% | +36+0.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 5,418 | $458.0K | 0.00% | +1,599+41.9% | Added |
| JustInvest LLC | 5,232 | $441.8K | 0.01% | −4,318−45.2% | Reduced |
| Cullen Capital Management LLC | 5,129 | $433.1K | 0.01% | −694−11.9% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 5,091 | $430.0K | 0.00% | −116−2.2% | Reduced |
| BIP Wealth, LLC | 5,089 | $429.8K | 0.03% | +5,089 | New |
| NJ State Employees Deferred Compensation Plan | 5,000 | $422.3K | 0.06% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 4,995 | $422.0K | 0.02% | −626−11.1% | Reduced |
| US Bancorp | 4,992 | $421.6K | 0.00% | +216+4.5% | Added |
| First City Capital Management, Inc. | 4,956 | $418.5K | 0.24% | 00.0% | Unchanged |
| Cornerstone Management, Inc. | 4,920 | $415.5K | 0.11% | 00.0% | Unchanged |
| Greenwood Capital Associates LLC | 4,779 | $403.6K | 0.05% | −846−15.0% | Reduced |
| Mackenzie Financial Corp | 4,646 | $392.4K | 0.00% | 00.0% | Unchanged |
| Alps Advisors Inc | 4,578 | $386.6K | 0.00% | −261−5.4% | Reduced |
| GWM Advisors LLC | 4,479 | $371.9K | 0.00% | +4,479 | New |
| Crossmark Global Holdings, Inc. | 4,395 | $371.0K | 0.01% | −173−3.8% | Reduced |
| Bailard, Inc. | 4,355 | $367.8K | 0.01% | +4,355 | New |
| Mariner, LLC | 4,304 | $363.5K | 0.00% | +318+8.0% | Added |
| Metropolitan Life Insurance Co | 4,302 | $363.3K | 0.02% | −82−1.9% | Reduced |
| Family Asset Management, LLC | 4,280 | $361.4K | 0.24% | 00.0% | Unchanged |
| Davenport & Co LLC | 4,247 | $358.7K | 0.00% | −49−1.1% | Reduced |
| HGK Asset Management Inc | 4,188 | $353.7K | 0.08% | −142−3.3% | Reduced |
| Toroso Investments, LLC | 4,152 | $350.6K | 0.01% | −2,222−34.9% | Reduced |
| Virtu Financial LLC | 4,132 | $349.0K | 0.03% | +4,132 | New |
| Mount Yale Investment Advisors, LLC | 4,086 | $345.0K | 0.03% | +528+14.8% | Added |
| Bayesian Capital Management, LP | 4,049 | $341.9K | 0.04% | +4,049 | New |
| Bridgeworth, LLC | 4,000 | $337.8K | 0.03% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 3,960 | $334.4K | 0.01% | 00.0% | Unchanged |
| MML Investors Services, LLC | 3,946 | $333.0K | 0.00% | +363+10.1% | Added |
| Brinker Capital Investments, LLC | 3,923 | $328.1K | 0.00% | −603−13.3% | Reduced |
| Orion Portfolio Solutions, LLC | 3,923 | $328.1K | 0.00% | −603−13.3% | Reduced |
| Firethorn Wealth Partners, LLC | 3,846 | $324.8K | 0.21% | −5,372−58.3% | Reduced |
| HSBC Holdings PLC | 3,591 | $307.1K | 0.00% | +142+4.1% | Added |
| AlphaMark Advisors, LLC | 3,608 | $305.0K | 0.12% | +175+5.1% | Added |
| Peachtree Investment Partners, LLC | 3,575 | $301.9K | 0.12% | 00.0% | Unchanged |
| Hyman Charles D | 3,534 | $298.0K | 0.02% | 00.0% | Unchanged |
| Old National Bancorp | 3,509 | $296.3K | 0.01% | −3,196−47.7% | Reduced |
| Flagship Harbor Advisors, LLC | 3,429 | $289.6K | 0.02% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 3,391 | $286.4K | 0.04% | +3,391 | New |
| Mainsail Asset Management, LLC | 3,341 | $282.2K | 0.26% | +3,341 | New |
| FMR LLC | 3,327 | $281.0K | 0.00% | +1,106+49.8% | Added |
| Requisite Capital Management, LLC | 3,295 | $278.3K | 0.07% | 00.0% | Unchanged |
| Shelton Capital Management | 3,273 | $276.4K | 0.01% | −227−6.5% | Reduced |
| Keyes, Stange & Wooten Wealth Management, LLC | 3,234 | $273.1K | 0.29% | +3,234 | New |
| Baird Financial Group, Inc. | 3,214 | $271.4K | 0.00% | +174+5.7% | Added |
| Stephens Inc | 3,144 | $265.5K | 0.00% | −8−0.3% | Reduced |
| 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 |
| MQS Management LLC | 3,104 | $262.1K | 0.15% | +3,104 | New |
| Heritage Wealth Management, LLC | 3,050 | $257.5K | 0.14% | +3,050 | New |
| Destiny Capital Corp | 3,000 | $253.3K | 0.18% | +3,000 | New |
| Cresset Asset Management, LLC | 2,977 | $251.4K | 0.00% | −27−0.9% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 2,935 | $247.9K | 0.12% | −2,935−50.0% | Reduced |
| Hanover Advisors Inc | 2,780 | $234.8K | 0.11% | +2,780 | New |
| GTS Securities LLC | 2,749 | $232.2K | 0.01% | +2,749 | New |
| AE Wealth Management LLC | 2,728 | $230.5K | 0.00% | −3,994−59.4% | Reduced |
| Gotham Asset Management, LLC | 2,571 | $217.1K | 0.00% | −2,373−48.0% | Reduced |
| Chicago Partners Investment Group LLC | 2,609 | $215.2K | 0.01% | +2,609 | New |
| BFSG, LLC | 2,530 | $213.7K | 0.03% | +2,530 | New |
| Johnson Investment Counsel Inc | 2,453 | $207.2K | 0.00% | +2,453 | New |
| Mill Capital Management, LLC | 2,439 | $206.0K | 0.02% | +2,439 | New |
| Builder Investment Group Inc | 2,422 | $204.6K | 0.07% | +2,422 | New |
| Abacus Planning Group, Inc. | 2,399 | $202.6K | 0.04% | +2,399 | New |
| Colonial Trust Advisors | 2,380 | $201.0K | 0.02% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 2,363 | $199.6K | 0.00% | +2,363 | New |
| Nisa Investment Advisors, LLC | 2,250 | $190.0K | 0.00% | +205+10.0% | Added |
| Emerald Mutual Fund Advisers Trust | 1,820 | $153.7K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,636 | $138.2K | 0.01% | 00.0% | Unchanged |
| KBC Group NV | 1,339 | $113.0K | 0.00% | +195+17.0% | Added |
| Caldwell Trust Co | 1,318 | $111.3K | 0.01% | −500−27.5% | Reduced |
| Global Retirement Partners, LLC | 1,310 | $104.1K | 0.00% | +18+1.4% | Added |
| Huntington National Bank | 1,208 | $102.0K | 0.00% | +13+1.1% | Added |
| Knott David M Jr | 1,068 | $90.0K | 0.03% | 00.0% | Unchanged |