Skip to main content

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.

Institutional holdersQ4 2023: 357 institutions
Q1 2021: 305 institutionsQ2 2021: 291 institutionsQ3 2021: 299 institutionsQ4 2021: 308 institutionsQ1 2022: 321 institutionsQ2 2022: 314 institutionsQ3 2022: 336 institutionsQ4 2022: 353 institutionsQ1 2023: 341 institutionsQ2 2023: 327 institutionsQ3 2023: 331 institutionsQ4 2023: 357 institutionsQ1 2024: 365 institutionsQ2 2024: 377 institutionsQ3 2024: 385 institutionsQ4 2024: 419 institutionsQ1 2025: 457 institutionsQ2 2025: 485 institutionsQ3 2025: 463 institutionsQ4 2025: 488 institutionsQ1 2026: 517 institutionsQ2 2026: 562 institutions
Value heldQ4 2023: $5.78B
Q1 2021: $4.49BQ2 2021: $4.68BQ3 2021: $4.31BQ4 2021: $4.66BQ1 2022: $5.16BQ2 2022: $4.82BQ3 2022: $4.87BQ4 2022: $4.74BQ1 2023: $5.07BQ2 2023: $4.45BQ3 2023: $4.53BQ4 2023: $5.78BQ1 2024: $5.70BQ2 2024: $5.19BQ3 2024: $6.64BQ4 2024: $6.89BQ1 2025: $8.28BQ2 2025: $7.90BQ3 2025: $8.17BQ4 2025: $7.66BQ1 2026: $7.66BQ2 2026: $8.57B
Institutions holding SSB and their total value by quarter
QuarterHoldersValue
Q2 2026562$8.57B
Q1 2026517$7.66B
Q4 2025488$7.66B
Q3 2025463$8.17B
Q2 2025485$7.90B
Q1 2025457$8.28B
Q4 2024419$6.89B
Q3 2024385$6.64B
Q2 2024377$5.19B
Q1 2024365$5.70B
Q4 2023357$5.78B
Q3 2023331$4.53B
Q2 2023327$4.45B
Q1 2023341$5.07B
Q4 2022353$4.74B
Q3 2022336$4.87B
Q2 2022314$4.82B
Q1 2022321$5.16B
Q4 2021308$4.66B
Q3 2021299$4.31B
Q2 2021291$4.68B
Q1 2021305$4.49B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding SouthState Bank Corp; share changes are against Q3 2023.

Institutions holding SSB in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Ronald Blue Trust, Inc.1,211$81.0K0.00%−2,355−66.0%Reduced
Spire Wealth Management983$80.2K0.00%−69−6.6%Reduced
First Horizon Advisors, Inc.919$77.6K0.00%00.0%Unchanged
IFP Advisors, Inc918$77.5K0.00%+48+5.5%Added
Global Trust Asset Management, LLC900$76.0K0.03%00.0%Unchanged
Allworth Financial LP768$64.9K0.00%+23+3.1%Added
Salomon & Ludwin, LLC887$59.7K0.01%00.0%Unchanged
Ci Investments Inc.681$58.0K0.00%+55+8.8%Added
Trust Co of Vermont650$54.9K0.00%00.0%Unchanged
Parkside Financial Bank & Trust545$46.0K0.01%+48+9.7%Added
Sound Income Strategies, LLC480$40.5K0.00%00.0%Unchanged
Quadrant Capital Group LLC398$33.6K0.00%−113−22.1%Reduced
Fifth Third Bancorp380$32.1K0.00%+68+21.8%Added
Oakworth Capital, Inc.378$31.9K0.00%00.0%Unchanged
Umb Bank N A363$30.7K0.00%−1,517−80.7%Reduced
Nomura Asset Management Co Ltd360$30.4K0.00%00.0%Unchanged
RE Advisers Corp346$29.2K0.00%00.0%Unchanged
Parallel Advisors, LLC322$27.2K0.00%+272+544.0%Added
Covestor Ltd323$27.0K0.02%−315−49.4%Reduced
Steward Partners Investment Advisory, LLC300$25.3K0.00%00.0%Unchanged
Silicon Valley Capital Partners300$25.3K0.00%+300New
GAMMA Investing LLC287$23.9K0.01%+287New
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.230$18.9K0.00%+230New
Dividend Assets Capital, LLC200$17.0K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC182$15.4K0.00%−10−5.2%Reduced
Pinnacle Financial Partners Inc176$14.9K0.00%00.0%Unchanged
O'Dell Group, LLC167$14.1K0.00%+167New
Moisand Fitzgerald Tamayo, LLC164$13.8K0.00%−899−84.6%Reduced
Capital Advisors, Ltd. LLC152$13.0K0.00%00.0%Unchanged
City State Bank150$13.0K0.01%00.0%Unchanged
Godsey & Gibb Associates120$10.1K0.00%00.0%Unchanged
North Star Investment Management Corp.100$8.45K0.00%00.0%Unchanged
Private Trust Co NA99$8.36K0.00%+16+19.3%Added
SRS Capital Advisors, Inc.97$8.16K0.00%+97New
Fuller & Thaler Asset Management, Inc.89$7.48K0.00%−407,141−100.0%Reduced
SOA Wealth Advisors, LLC.83$6.97K0.00%+1+1.2%Added
Principal Securities, Inc.81$6.84K0.00%+81New
VisionPoint Advisory Group, LLC79$6.67K0.00%+79New
HHM Wealth Advisors, LLC75$6.33K0.00%00.0%Unchanged
Key Financial Inc58$4.90K0.00%00.0%Unchanged
Fortitude Family Office, LLC57$4.81K0.00%+57New
Bruce G. Allen Investments, LLC54$4.56K0.00%+54New
Bell Investment Advisors, Inc35$2.96K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc30$2.53K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.24$2.04K0.00%00.0%Unchanged
Global Financial Private Client, LLC23$1.94K0.00%00.0%Unchanged
SJS Investment Consulting Inc.17$1.44K0.00%+1+6.3%Added
JFS Wealth Advisors, LLC15$1.27K0.00%−20−57.1%Reduced
Core Wealth Advisors, Inc.15$1.27K0.00%00.0%Unchanged
Versant Capital Management, Inc15$1.27K0.00%00.0%Unchanged
Farther Finance Advisors, LLC15$1.27K0.00%+15New
Lindbrook Capital, LLC13$1.10K0.00%−15−53.6%Reduced
Nalls Sherbakoff Group, LLC12$1.01K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.8$6760.00%+8New
Massmutual Trust Co FSB7$5910.00%+7New
AdvisorNet Financial, Inc5$4220.00%+5New
Tfo-TDC, LLC3$2530.00%00.0%Unchanged
Great Lakes Advisors, LLC0$00.00%−84,392−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−44,768−100.0%Sold out
Citadel Advisors LLC0$00.00%−16,716−100.0%Sold out
Fourthstone LLC0$00.00%−15,100−100.0%Sold out
Alberta Investment Management Corp0$00.00%−15,015−100.0%Sold out
Aigen Investment Management, LP0$00.00%−9,580−100.0%Sold out
Chartwell Investment Partners, LLC0$00.00%−9,022−100.0%Sold out
Engineers Gate Manager LP0$00.00%−8,291−100.0%Sold out
XTX Topco Ltd0$00.00%−7,614−100.0%Sold out
Man Group plc0$00.00%–Sold out
Magnetar Financial LLC0$00.00%−5,289−100.0%Sold out
Inceptionr LLC0$00.00%−5,176−100.0%Sold out
ISAM Funds (UK) Ltd0$00.00%−5,085−100.0%Sold out
Neuberger Berman Group LLC0$00.00%−3,901−100.0%Sold out
SageView Advisory Group, LLC0$00.00%−3,759−100.0%Sold out
Two Sigma Securities, LLC0$00.00%−3,149−100.0%Sold out
Cary Street Partner Investment Advisory LLC0$00.00%−1,432−100.0%Sold out
Flaharty Asset Management, LLC0$00.00%−490−100.0%Sold out
Mitsubishi UFJ Trust & Banking Corp0$00.00%−113−100.0%Sold out
Group One Trading, L.P.0$00.00%−95−100.0%Sold out
GoalVest Advisory LLC0$00.00%−88−100.0%Sold out
River Oaks Capital LLC––––Not filed
Pathstone Family Office, LLC––––Not filed
Destiny Capital Securities Corporation––––Not filed
Steward Financial Group LLC––––Not filed
KB Financial Partners, LLC––––Not filed