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 2024
Institutional positions in SouthState Bank Corp as of Dec 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
- 419
- +38 vs. Q3 2024
- Shares held
- 69.3M
- +1.09M (+1.6%) vs. Q3 2024
- Total value
- $6.89B
- +$259.2M (+3.9%) vs. Q3 2024
- New holders
- 65
- 133 more added
- Sold out
- 27
- 128 more reduced
4 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding SouthState Bank Corp; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TFC Financial Management | 1 | $100 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 2 | $199 | 0.00% | +2 | New |
| Quest 10 Wealth Builders, Inc. | 2 | $199 | 0.00% | +2 | New |
| Assetmark, Inc | 3 | $298 | 0.00% | +3 | New |
| NewSquare Capital LLC | 4 | $398 | 0.00% | +4 | New |
| Bruce G. Allen Investments, LLC | 5 | $497 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 5 | $498 | 0.00% | +5 | New |
| Larson Financial Group LLC | 7 | $696 | 0.00% | +1+16.7% | Added |
| Concord Wealth Partners | 9 | $895 | 0.00% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 10 | $1.04K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 11 | $1.09K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 14 | $1.39K | 0.00% | −3−17.6% | Reduced |
| Private Wealth Management Group, LLC | 17 | $1.69K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 20 | $1.99K | 0.00% | −2,145−99.1% | Reduced |
| Newbridge Financial Services Group, Inc. | 24 | $2.41K | 0.00% | +24 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 26 | $2.58K | 0.00% | +14+116.7% | Added |
| WR Wealth Planners, LLC | 26 | $2.59K | 0.00% | +26 | New |
| Bryn Mawr Trust Co | 28 | $2.79K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 28 | $2.79K | 0.00% | +5+21.7% | Added |
| GeoWealth Management, LLC | 29 | $2.88K | 0.00% | −4−12.1% | Reduced |
| Farmers & Merchants Investments Inc | 30 | $2.98K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 33 | $3.28K | 0.00% | +33 | New |
| Bell Investment Advisors, Inc | 35 | $3.48K | 0.00% | 00.0% | Unchanged |
| Amundi | 39 | $3.75K | 0.00% | +39 | New |
| North Star Investment Management Corp. | 44 | $4.38K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 44 | $4.38K | 0.00% | +4+10.0% | Added |
| Bokf, NA | 50 | $4.64K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 51 | $5.07K | 0.00% | +51 | New |
| Fortitude Family Office, LLC | 57 | $5.67K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 58 | $5.77K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 58 | $5.83K | 0.00% | +47+427.3% | Added |
| Rothschild Investment LLC | 70 | $6.96K | 0.00% | +10+16.7% | Added |
| Farther Finance Advisors, LLC | 70 | $6.96K | 0.00% | +44+169.2% | Added |
| Principal Securities, Inc. | 74 | $7.36K | 0.00% | −10−11.9% | Reduced |
| Parallel Advisors, LLC | 74 | $7.37K | 0.00% | +12+19.4% | Added |
| HHM Wealth Advisors, LLC | 75 | $7.46K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 84 | $8.36K | 0.00% | +69+460.0% | Added |
| SOA Wealth Advisors, LLC. | 85 | $8.41K | 0.00% | +1+1.2% | Added |
| NBC Securities, Inc. | 96 | $9.56K | 0.87% | −96,076−99.9% | Reduced |
| Covestor Ltd | 100 | $10.0K | 0.01% | 00.0% | Unchanged |
| Hemington Wealth Management | 112 | $11.0K | 0.00% | +18+19.1% | Added |
| Lindbrook Capital, LLC | 118 | $11.7K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 120 | $11.9K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 125 | $12.4K | 0.00% | +125 | New |
| Carolinas Wealth Consulting LLC | 126 | $12.4K | 0.00% | +5+4.1% | Added |
| Private Trust Co NA | 127 | $12.6K | 0.00% | +28+28.3% | Added |
| Geneos Wealth Management Inc. | 148 | $14.7K | 0.00% | 00.0% | Unchanged |
| City State Bank | 150 | $14.9K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 152 | $15.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 156 | $15.5K | 0.00% | +95+155.7% | Added |
| SRS Capital Advisors, Inc. | 169 | $16.8K | 0.00% | +1+0.6% | Added |
| Global Retirement Partners, LLC | 186 | $18.5K | 0.00% | −29−13.5% | Reduced |
| Mather Group, LLC. | 187 | $18.6K | 0.00% | +137+274.0% | Added |
| Massmutual Trust Co FSB | 208 | $20.7K | 0.00% | +6+3.0% | Added |
| Bayforest Capital Ltd | 214 | $21.3K | 0.03% | +214 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 285 | $27.8K | 0.00% | +55+23.9% | Added |
| Simplex Trading, LLC | 300 | $29.0K | 0.00% | +300 | New |
| Salomon & Ludwin, LLC | 325 | $32.3K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 378 | $37.6K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 379 | $37.7K | 0.01% | +379 | New |
| Danske Bank A/S | 400 | $39.8K | 0.00% | −800−66.7% | Reduced |
| Aquatic Capital Management LLC | 456 | $45.4K | 0.00% | +456 | New |
| Fifth Third Bancorp | 473 | $47.1K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 480 | $47.8K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 501 | $49.8K | 0.00% | −15−2.9% | Reduced |
| Quadrant Capital Group LLC | 508 | $50.5K | 0.00% | +99+24.2% | Added |
| Parkside Financial Bank & Trust | 517 | $51.4K | 0.01% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 520 | $51.7K | 0.00% | 00.0% | Unchanged |
| Knott David M Jr | 534 | $53.1K | 0.02% | 00.0% | Unchanged |
| Huntington National Bank | 559 | $55.6K | 0.00% | −21−3.6% | Reduced |
| Umb Bank N A | 573 | $57.0K | 0.00% | +25+4.6% | Added |
| Trust Co of Vermont | 650 | $64.7K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 697 | $69.3K | 0.01% | +11+1.6% | Added |
| IFP Advisors, Inc | 826 | $82.2K | 0.00% | +4+0.5% | Added |
| First Horizon Advisors, Inc. | 833 | $82.9K | 0.00% | −149−15.2% | Reduced |
| Ronald Blue Trust, Inc. | 879 | $87.4K | 0.00% | −115−11.6% | Reduced |
| Ci Investments Inc. | 908 | $90.0K | 0.00% | −69−7.1% | Reduced |
| Allworth Financial LP | 912 | $90.7K | 0.00% | +27+3.1% | Added |
| Headlands Technologies LLC | 1,030 | $102.5K | 0.01% | +1,030 | New |
| BFSG, LLC | 1,100 | $109.4K | 0.01% | −378−25.6% | Reduced |
| Caldwell Trust Co | 1,121 | $111.5K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,314 | $130.7K | 0.01% | −16−1.2% | Reduced |
| Stonebridge Financial Group, LLC | 1,374 | $136.6K | 0.02% | +1,374 | New |
| HGK Asset Management Inc | 1,635 | $162.7K | 0.03% | −1,781−52.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,801 | $179.2K | 0.01% | +1,793+22,412.5% | Added |
| Central Pacific Bank - Trust Division | 1,840 | $183.0K | 0.02% | +250+15.7% | Added |
| Harbor Capital Advisors, Inc. | 1,986 | $198.0K | 0.01% | −151−7.1% | Reduced |
| Advisory Services Network, LLC | 2,025 | $201.4K | 0.00% | +2,025 | New |
| Stephens Inc | 2,052 | $204.1K | 0.00% | −986−32.5% | Reduced |
| Toroso Investments, LLC | 2,056 | $204.5K | 0.00% | −635−23.6% | Reduced |
| Heritage Family Offices, LLP | 2,072 | $206.1K | 0.10% | −601−22.5% | Reduced |
| Bank of Montreal | 2,141 | $213.0K | 0.00% | +2,141 | New |
| Intrust Bank NA | 2,144 | $213.3K | 0.02% | +2,144 | New |
| Southeast Asset Advisors Inc. | 2,157 | $214.6K | 0.03% | 00.0% | Unchanged |
| Hamilton Wealth, LLC | 2,178 | $216.7K | 0.05% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 2,205 | $219.4K | 0.01% | +2,205 | New |
| Nisa Investment Advisors, LLC | 2,250 | $223.8K | 0.00% | +15+0.7% | Added |
| Cito Capital Group, LLC | 2,259 | $225.0K | 0.08% | 00.0% | Unchanged |
| Abacus Planning Group, Inc. | 2,286 | $227.4K | 0.04% | −113−4.7% | Reduced |
| Legacy Capital Wealth Partners, LLC | 2,296 | $228.4K | 0.06% | −49−2.1% | Reduced |