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, Q1 2024
Institutional positions in SouthState Bank Corp as of Mar 31, 2024. 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
- 365
- +10 vs. Q4 2023
- Shares held
- 67.0M
- −1.45M (−2.1%) vs. Q4 2023
- Total value
- $5.70B
- −$84.7M (−1.5%) vs. Q4 2023
- New holders
- 32
- 101 more added
- Sold out
- 22
- 149 more reduced
2 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding SouthState Bank Corp; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tfo-TDC, LLC | 3 | $255 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 5 | $425 | 0.00% | +5 | New |
| Massmutual Trust Co FSB | 7 | $595 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 8 | $681 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 6 | $1.00K | 0.00% | +6 | New |
| Smartleaf Asset Management LLC | 12 | $1.01K | 0.00% | +12 | New |
| Lindbrook Capital, LLC | 13 | $1.10K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 15 | $1.25K | 0.00% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 15 | $1.26K | 0.00% | −74−83.1% | Reduced |
| Versant Capital Management, Inc | 15 | $1.27K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 15 | $1.27K | 0.00% | +15 | New |
| Core Wealth Advisors, Inc. | 15 | $1.28K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 17 | $1.45K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 17 | $1.45K | 0.00% | +17 | New |
| JFS Wealth Advisors, LLC | 21 | $1.79K | 0.00% | +6+40.0% | Added |
| Global Financial Private Client, LLC | 23 | $1.91K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 23 | $2.00K | 0.00% | +23 | New |
| Newbridge Financial Services Group, Inc. | 24 | $2.06K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 30 | $2.55K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 35 | $2.98K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 43 | $3.66K | 0.00% | +43 | New |
| Steward Partners Investment Advisory, LLC | 44 | $3.74K | 0.00% | −256−85.3% | Reduced |
| North Star Investment Management Corp. | 44 | $3.74K | 0.00% | −56−56.0% | Reduced |
| First Financial Corp | 45 | $3.83K | 0.00% | +45 | New |
| Fortitude Family Office, LLC | 57 | $4.85K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 58 | $4.93K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 75 | $6.38K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 81 | $6.89K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 83 | $7.06K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 91 | $7.74K | 0.00% | −8−8.1% | Reduced |
| SRS Capital Advisors, Inc. | 97 | $8.27K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 120 | $10.2K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 122 | $10.4K | 0.00% | −60−33.0% | Reduced |
| Meeder Asset Management Inc | 130 | $11.1K | 0.00% | +130 | New |
| VisionPoint Advisory Group, LLC | 136 | $11.6K | 0.00% | +57+72.2% | Added |
| Covestor Ltd | 156 | $13.0K | 0.01% | −167−51.7% | Reduced |
| Capital Advisors, Ltd. LLC | 152 | $13.0K | 0.00% | 00.0% | Unchanged |
| City State Bank | 150 | $13.0K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 164 | $13.9K | 0.00% | +164 | New |
| Moisand Fitzgerald Tamayo, LLC | 164 | $13.9K | 0.00% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 176 | $15.0K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 230 | $19.6K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 276 | $23.5K | 0.00% | −11−3.8% | Reduced |
| Raffa Wealth Management, LLC | 288 | $24.5K | 0.01% | +288 | New |
| Old Point Trust & Financial Services N A | 300 | $25.5K | 0.01% | +300 | New |
| Parallel Advisors, LLC | 320 | $27.2K | 0.00% | −2−0.6% | Reduced |
| RE Advisers Corp | 346 | $29.4K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 378 | $32.1K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 389 | $33.1K | 0.00% | +26+7.2% | Added |
| Quadrant Capital Group LLC | 398 | $33.8K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 410 | $34.9K | 0.00% | +30+7.9% | Added |
| Sound Income Strategies, LLC | 480 | $40.8K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 484 | $41.2K | 0.01% | −61−11.2% | Reduced |
| Nomura Asset Management Co Ltd | 520 | $44.2K | 0.00% | +160+44.4% | Added |
| Knott David M Jr | 534 | $45.0K | 0.02% | −534−50.0% | Reduced |
| Spire Wealth Management | 536 | $45.6K | 0.00% | −447−45.5% | Reduced |
| Trust Co of Vermont | 650 | $55.3K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 770 | $65.5K | 0.00% | +2+0.3% | Added |
| IFP Advisors, Inc | 822 | $69.9K | 0.00% | −96−10.5% | Reduced |
| Ci Investments Inc. | 838 | $71.0K | 0.00% | +157+23.1% | Added |
| Salomon & Ludwin, LLC | 887 | $75.4K | 0.01% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 900 | $76.5K | 0.03% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 919 | $78.2K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,170 | $99.5K | 0.00% | −41−3.4% | Reduced |
| EverSource Wealth Advisors, LLC | 1,324 | $100.2K | 0.01% | −312−19.1% | Reduced |
| Global Retirement Partners, LLC | 1,315 | $111.8K | 0.00% | +5+0.4% | Added |
| Caldwell Trust Co | 1,318 | $112.1K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 1,327 | $112.8K | 0.00% | +119+9.9% | Added |
| BFSG, LLC | 1,653 | $140.6K | 0.02% | −877−34.7% | Reduced |
| KBC Group NV | 1,671 | $142.0K | 0.00% | +332+24.8% | Added |
| Emerald Mutual Fund Advisers Trust | 1,820 | $154.8K | 0.01% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 2,077 | $177.0K | 0.02% | +2,077 | New |
| Central Pacific Bank - Trust Division | 2,200 | $183.1K | 0.02% | +2,200 | New |
| Nisa Investment Advisors, LLC | 2,250 | $191.3K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 2,381 | $202.4K | 0.02% | +10.0% | Added |
| CAPROCK Group, Inc. | 2,393 | $203.5K | 0.01% | +2,393 | New |
| Old National Bancorp | 2,397 | $203.8K | 0.00% | −1,112−31.7% | Reduced |
| Abacus Planning Group, Inc. | 2,399 | $204.0K | 0.04% | 00.0% | Unchanged |
| Builder Investment Group Inc | 2,422 | $206.0K | 0.06% | 00.0% | Unchanged |
| Wealth Advisors of Tampa Bay, LLC | 2,435 | $207.0K | 0.10% | −500−17.0% | Reduced |
| Mill Capital Management, LLC | 2,439 | $207.4K | 0.02% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 2,618 | $209.0K | 0.01% | +9+0.3% | Added |
| Tower Research Capital LLC (TRC) | 2,583 | $219.6K | 0.01% | −13,267−83.7% | Reduced |
| Hanover Advisors Inc | 2,780 | $236.4K | 0.10% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 2,842 | $241.7K | 0.00% | +389+15.9% | Added |
| Cresset Asset Management, LLC | 2,975 | $253.0K | 0.00% | −2−0.1% | Reduced |
| Heritage Wealth Management, LLC | 3,007 | $255.7K | 0.13% | −43−1.4% | Reduced |
| Stephens Inc | 3,037 | $258.2K | 0.00% | −107−3.4% | Reduced |
| Advisor Group Holdings, Inc. | 3,083 | $262.2K | 0.00% | −10,123−76.7% | Reduced |
| FourThought Financial Partners, LLC | 3,086 | $262.4K | 0.03% | −305−9.0% | Reduced |
| Flagship Harbor Advisors, LLC | 3,100 | $263.6K | 0.02% | −329−9.6% | Reduced |
| Sequoia Financial Advisors, LLC | 3,128 | $266.0K | 0.00% | +3,128 | New |
| King Luther Capital Management Corp | 3,137 | $266.7K | 0.00% | 00.0% | Unchanged |
| JustInvest LLC | 3,211 | $273.1K | 0.01% | −2,021−38.6% | Reduced |
| Baird Financial Group, Inc. | 3,214 | $273.3K | 0.00% | 00.0% | Unchanged |
| Keyes, Stange & Wooten Wealth Management, LLC | 3,234 | $275.0K | 0.24% | 00.0% | Unchanged |
| Simplex Trading, LLC | 3,246 | $276.0K | 0.01% | +3,246 | New |
| Shelton Capital Management | 3,273 | $278.3K | 0.01% | 00.0% | Unchanged |
| Requisite Capital Management, LLC | 3,295 | $280.2K | 0.06% | 00.0% | Unchanged |
| Mainsail Asset Management, LLC | 3,363 | $285.9K | 0.23% | +22+0.7% | Added |