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, Q3 2024
Institutional positions in SouthState Bank Corp as of Sep 30, 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
- 385
- +11 vs. Q2 2024
- Shares held
- 68.2M
- +9.93M (+17.0%) vs. Q2 2024
- Total value
- $6.64B
- +$2.18B (+48.9%) vs. Q2 2024
- New holders
- 55
- 115 more added
- Sold out
- 44
- 129 more reduced
3 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: 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, Q3 2024
Shares, value and share of portfolio for each institution holding SouthState Bank Corp; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| De Lisle Partners LLP | 2,601 | $252.8K | 0.04% | +2,601 | New |
| Bragg Financial Advisors, Inc | 2,661 | $258.6K | 0.01% | 00.0% | Unchanged |
| Heritage Family Offices, LLP | 2,673 | $259.8K | 0.13% | −11−0.4% | Reduced |
| Toroso Investments, LLC | 2,691 | $261.5K | 0.00% | −1,113−29.3% | Reduced |
| Hanover Advisors Inc | 2,780 | $270.2K | 0.11% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 2,837 | $274.2K | 0.01% | +186+7.0% | Added |
| Johnson Investment Counsel Inc | 2,842 | $276.2K | 0.00% | 00.0% | Unchanged |
| Greenwood Capital Associates LLC | 2,938 | $285.5K | 0.04% | −541−15.6% | Reduced |
| CWM Advisors, LLC | 2,945 | $286.2K | 0.03% | +2,945 | New |
| Shelton Capital Management | 2,990 | $290.6K | 0.01% | −106−3.4% | Reduced |
| Clearstead Advisors, LLC | 3,016 | $293.1K | 0.00% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 3,029 | $294.4K | 0.00% | +10.0% | Added |
| Keyes, Stange & Wooten Wealth Management, LLC | 3,034 | $294.8K | 0.17% | −200−6.2% | Reduced |
| Stephens Inc | 3,038 | $295.3K | 0.00% | +10.0% | Added |
| RSM US Wealth Management LLC | 3,150 | $296.2K | 0.00% | −2,264−41.8% | Reduced |
| Sanctuary Advisors, LLC | 2,725 | $297.0K | 0.00% | +2,725 | New |
| Tower Research Capital LLC (TRC) | 3,096 | $300.9K | 0.01% | −29,512−90.5% | Reduced |
| Flagship Harbor Advisors, LLC | 3,100 | $301.3K | 0.02% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 3,137 | $304.9K | 0.00% | 00.0% | Unchanged |
| MML Investors Services, LLC | 3,168 | $308.0K | 0.00% | −110−3.4% | Reduced |
| Davenport & Co LLC | 3,207 | $311.7K | 0.00% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 3,215 | $312.4K | 0.00% | +71+2.3% | Added |
| Neuberger Berman Group LLC | 3,227 | $313.6K | 0.00% | −159−4.7% | Reduced |
| Requisite Capital Management, LLC | 3,295 | $320.2K | 0.07% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 3,319 | $322.6K | 0.05% | −2,586−43.8% | Reduced |
| Mainsail Asset Management, LLC | 3,405 | $330.9K | 0.25% | +21+0.6% | Added |
| HGK Asset Management Inc | 3,416 | $332.0K | 0.06% | 00.0% | Unchanged |
| Gallagher Fiduciary Advisors, LLC | 3,536 | $343.6K | 0.07% | +863+32.3% | Added |
| Peachtree Investment Partners, LLC | 3,575 | $347.4K | 0.13% | 00.0% | Unchanged |
| Cookson Peirce & Co Inc | 3,617 | $351.5K | 0.02% | +3,617 | New |
| O'Shaughnessy Asset Management, LLC | 3,556 | $356.9K | 0.00% | −456−11.4% | Reduced |
| SageView Advisory Group, LLC | 3,824 | $371.6K | 0.02% | +3,824 | New |
| Cambridge Investment Research Advisors, Inc. | 3,837 | $373.0K | 0.00% | +50+1.3% | Added |
| Stonegate Investment Group, LLC | 3,913 | $380.3K | 0.01% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 4,002 | $388.9K | 0.04% | −20−0.5% | Reduced |
| Family Asset Management, LLC | 4,280 | $415.9K | 0.25% | 00.0% | Unchanged |
| nVerses Capital, LLC | 4,300 | $417.9K | 0.19% | +4,300 | New |
| Pensionmark Financial Group, LLC | 4,403 | $427.9K | 0.01% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 4,478 | $435.3K | 0.17% | +4,478 | New |
| J.W. Cole Advisors, Inc. | 4,519 | $439.2K | 0.02% | +89+2.0% | Added |
| XTX Topco Ltd | 4,584 | $445.5K | 0.03% | +4,584 | New |
| JustInvest LLC | 4,686 | $455.4K | 0.01% | +376+8.7% | Added |
| Black Diamond Financial, LLC | 4,704 | $457.1K | 0.08% | −1,687−26.4% | Reduced |
| First City Capital Management, Inc. | 4,801 | $466.6K | 0.24% | 00.0% | Unchanged |
| Cornerstone Management, Inc. | 4,818 | $468.2K | 0.10% | 00.0% | Unchanged |
| US Bancorp | 4,829 | $469.3K | 0.00% | +63+1.3% | Added |
| Ingalls & Snyder LLC | 4,880 | $474.0K | 0.02% | −85−1.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 4,901 | $476.3K | 0.00% | −40−0.8% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 4,914 | $477.5K | 0.00% | +228+4.9% | Added |
| NJ State Employees Deferred Compensation Plan | 5,000 | $485.9K | 0.06% | 00.0% | Unchanged |
| Mariner, LLC | 5,244 | $509.5K | 0.00% | +500+10.5% | Added |
| First National Advisers, LLC | 5,441 | $528.8K | 0.08% | +402+8.0% | Added |
| Advisor Group Holdings, Inc. | 5,516 | $536.0K | 0.00% | +2,323+72.8% | Added |
| Profund Advisors LLC | 5,574 | $541.7K | 0.02% | +443+8.6% | Added |
| Advantage Alpha Capital Partners LP | 5,607 | $545.5K | 0.12% | +1,354+31.8% | Added |
| Minerva Advisors LLC | 5,661 | $549.7K | 0.32% | 00.0% | Unchanged |
| James Investment Research Inc | 5,657 | $549.7K | 0.06% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 5,660 | $550.0K | 0.09% | −1,149−16.9% | Reduced |
| Cutler Capital Management, LLC | 5,688 | $552.7K | 0.20% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 5,697 | $553.7K | 0.07% | +20.0% | Added |
| The PNC Financial Services Group, Inc. | 5,810 | $564.7K | 0.00% | +848+17.1% | Added |
| ProVise Management Group, LLC | 5,834 | $566.9K | 0.04% | +4+0.1% | Added |
| Crossmark Global Holdings, Inc. | 5,830 | $567.0K | 0.01% | +1,842+46.2% | Added |
| Securian Asset Management, Inc | 5,925 | $575.8K | 0.02% | −151−2.5% | Reduced |
| Cetera Investment Advisers | 6,084 | $591.2K | 0.00% | +2,284+60.1% | Added |
| Cullen Capital Management LLC | 6,110 | $593.8K | 0.01% | +894+17.1% | Added |
| Atria Investments LLC | 6,297 | $612.0K | 0.01% | +919+17.1% | Added |
| Integrated Investment Consultants, LLC | 6,332 | $615.3K | 0.13% | −262−4.0% | Reduced |
| Connable Office Inc | 6,571 | $638.6K | 0.06% | 00.0% | Unchanged |
| LMR Partners LLP | 6,637 | $645.0K | 0.01% | +6,637 | New |
| SeaCrest Wealth Management, LLC | 6,665 | $647.7K | 0.07% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 6,696 | $650.7K | 0.76% | +38+0.6% | Added |
| Tiaa Trust, National Association | 6,697 | $650.8K | 0.00% | −82−1.2% | Reduced |
| Colonial Trust Advisors | 6,731 | $654.1K | 0.06% | +4,351+182.8% | Added |
| Mercer Global Advisors Inc | 6,990 | $657.4K | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 6,951 | $677.3K | 0.00% | +1,194+20.7% | Added |
| Nicholson Wealth Management Group, LLC | 7,126 | $692.5K | 0.57% | +7,126 | New |
| Henshaw Capital LLC | 7,132 | $693.1K | 0.03% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 7,142 | $694.1K | 0.01% | +7,142 | New |
| West Paces Advisors Inc. | 7,200 | $699.7K | 0.17% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 7,628 | $741.3K | 0.02% | −2,422−24.1% | Reduced |
| SFMG, LLC | 7,700 | $748.3K | 0.06% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 7,744 | $752.6K | 0.00% | −1,936−20.0% | Reduced |
| Keybank National Association | 8,028 | $780.2K | 0.00% | −2,082−20.6% | Reduced |
| Gabelli Funds LLC | 8,500 | $826.0K | 0.01% | −920−9.8% | Reduced |
| Public Employees Retirement Association of Colorado | 8,677 | $843.0K | 0.00% | 00.0% | Unchanged |
| Summit Wealth Partners, LLC | 8,805 | $855.7K | 0.16% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 8,817 | $856.0K | 0.01% | +600+7.3% | Added |
| Janney Montgomery Scott LLC | 9,152 | $889.0K | 0.00% | −7,969−46.5% | Reduced |
| Teacher Retirement System of Texas | 9,335 | $907.0K | 0.00% | −2,697−22.4% | Reduced |
| Proequities, Inc. | 9,394 | $912.9K | 0.05% | −36−0.4% | Reduced |
| Commonwealth Equity Services, LLC | 9,425 | $916.0K | 0.00% | −128−1.3% | Reduced |
| Brown Brothers Harriman & Co | 9,704 | $943.0K | 0.01% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 9,806 | $953.0K | 0.03% | −22−0.2% | Reduced |
| LBMC Investment Advisors, LLC | 9,902 | $962.3K | 0.08% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 10,014 | $973.2K | 0.03% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 10,059 | $977.5K | 0.40% | +59+0.6% | Added |
| Spirepoint Private Client, LLC | 10,185 | $989.8K | 0.13% | −2,165−17.5% | Reduced |
| Xponance, Inc. | 10,318 | $1.00M | 0.01% | +19+0.2% | Added |
| Pictet Asset Management Holding SA | 10,328 | $1.00M | 0.00% | +307+3.1% | Added |