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, Q2 2025
Institutional positions in SouthState Bank Corp as of Jun 30, 2025. 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
- 485
- +32 vs. Q1 2025
- Shares held
- 85.8M
- −3.23M (−3.6%) vs. Q1 2025
- Total value
- $7.90B
- −$363.2M (−4.4%) vs. Q1 2025
- New holders
- 76
- 163 more added
- Sold out
- 44
- 151 more reduced
4 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding SouthState Bank Corp; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 6 | $0 | 0.00% | +6 | New |
| Caitong International Asset Management Co., Ltd | 1 | $92 | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 1 | $92 | 0.00% | +1 | New |
| True Wealth Design, LLC | 1 | $93 | 0.00% | −13−92.9% | Reduced |
| Quest 10 Wealth Builders, Inc. | 2 | $184 | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 2 | $185 | 0.00% | +2 | New |
| Principia Wealth Advisory, LLC | 3 | $276 | 0.00% | −1−25.0% | Reduced |
| Private Trust Co NA | 3 | $276 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 3 | $277 | 0.00% | −27−90.0% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 4 | $344 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 4 | $368 | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 4 | $368 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 4 | $368 | 0.00% | +3+300.0% | Added |
| Parkworth Wealth Management, Inc. | 5 | $460 | 0.00% | +3+150.0% | Added |
| HFM Investment Advisors, LLC | 5 | $460 | 0.00% | +3+150.0% | Added |
| WealthTrak Capital Management LLC | 5 | $461 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 6 | $552 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 7 | $644 | 0.00% | −1,602−99.6% | Reduced |
| Cromwell Holdings LLC | 8 | $736 | 0.00% | +8 | New |
| Optiver Holding B.V. | 10 | $920 | 0.00% | −604−98.4% | Reduced |
| SJS Investment Consulting Inc. | 11 | $1.01K | 0.00% | −6−35.3% | Reduced |
| DiNuzzo Private Wealth, Inc. | 11 | $1.01K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 12 | $1.12K | 0.00% | +12 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 13 | $1.20K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 16 | $1.47K | 0.00% | −17−51.5% | Reduced |
| Bryn Mawr Trust Co | 18 | $1.66K | 0.00% | −6−25.0% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 19 | $1.81K | 0.00% | +19 | New |
| High Note Wealth, LLC | 21 | $1.93K | 0.00% | +21 | New |
| N.E.W. Advisory Services LLC | 23 | $2.12K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 25 | $2.30K | 0.00% | −15−37.5% | Reduced |
| Parkside Financial Bank & Trust | 28 | $2.58K | 0.00% | −39−58.2% | Reduced |
| Principal Securities, Inc. | 39 | $3.59K | 0.00% | −35−47.3% | Reduced |
| Private Wealth Management Group, LLC | 40 | $3.68K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 40 | $3.68K | 0.00% | +40 | New |
| Essential Partners LLC | 41 | $3.77K | 0.00% | +41 | New |
| North Star Investment Management Corp. | 44 | $4.05K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 44 | $4.05K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 57 | $5.25K | 0.00% | +54+1,800.0% | Added |
| Key Financial Inc | 58 | $5.34K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 75 | $6.90K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 79 | $7.27K | 0.00% | +14+21.5% | Added |
| SOA Wealth Advisors, LLC. | 85 | $7.87K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 93 | $8.56K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 101 | $9.00K | 0.01% | 00.0% | Unchanged |
| Hemington Wealth Management | 118 | $10.0K | 0.00% | −10−7.8% | Reduced |
| ORG Partners LLC | 105 | $10.0K | 0.00% | −3−2.8% | Reduced |
| Godsey & Gibb Associates | 120 | $11.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 125 | $11.5K | 0.00% | +125 | New |
| Farther Finance Advisors, LLC | 132 | $12.1K | 0.00% | −62−32.0% | Reduced |
| Parallel Advisors, LLC | 139 | $12.8K | 0.00% | +40+40.4% | Added |
| Newbridge Financial Services Group, Inc. | 140 | $12.9K | 0.00% | +116+483.3% | Added |
| Fortitude Family Office, LLC | 140 | $12.9K | 0.00% | +20+16.7% | Added |
| Geneos Wealth Management Inc. | 148 | $13.6K | 0.00% | 00.0% | Unchanged |
| Maseco LLP | 148 | $13.7K | 0.00% | +148 | New |
| City State Bank | 150 | $13.8K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 164 | $15.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 167 | $15.4K | 0.00% | −29−14.8% | Reduced |
| Global Retirement Partners, LLC | 176 | $16.2K | 0.00% | +176 | New |
| Harvest Fund Management Co., Ltd | 192 | $18.0K | 0.00% | −790−80.4% | Reduced |
| MTM Investment Management, LLC | 197 | $18.1K | 0.01% | +197 | New |
| V-Square Quantitative Management LLC | 238 | $21.9K | 0.00% | +238 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 285 | $26.2K | 0.00% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 294 | $27.1K | 0.00% | −3,220−91.6% | Reduced |
| Salomon & Ludwin, LLC | 325 | $31.4K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 351 | $32.3K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 359 | $33.0K | 0.00% | −26−6.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 372 | $34.2K | 0.00% | +372 | New |
| Oakworth Capital, Inc. | 378 | $34.8K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 429 | $39.5K | 0.01% | −140−24.6% | Reduced |
| Jones Financial Companies LLLP | 447 | $40.7K | 0.00% | +178+66.2% | Added |
| Spire Wealth Management | 469 | $43.2K | 0.00% | −35−6.9% | Reduced |
| Sound Income Strategies, LLC | 480 | $44.2K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 499 | $45.9K | 0.01% | +498+49,800.0% | Added |
| Massmutual Trust Co FSB | 538 | $49.5K | 0.00% | −48−8.2% | Reduced |
| Nomura Asset Management Co Ltd | 580 | $53.4K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 600 | $55.2K | 0.00% | +200+50.0% | Added |
| Smartleaf Asset Management LLC | 625 | $56.9K | 0.01% | −73−10.5% | Reduced |
| Trust Co of Vermont | 650 | $59.8K | 0.00% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 720 | $66.0K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 746 | $69.0K | 0.00% | +25+3.5% | Added |
| Huntington National Bank | 766 | $70.5K | 0.00% | +148+23.9% | Added |
| Ci Investments Inc. | 889 | $82.0K | 0.00% | −70−7.3% | Reduced |
| IFP Advisors, Inc | 965 | $88.8K | 0.00% | +22+2.3% | Added |
| Ronald Blue Trust, Inc. | 991 | $91.2K | 0.00% | +109+12.4% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 1,061 | $97.6K | 0.00% | +1,061 | New |
| Skopos Labs, Inc. | 1,073 | $98.7K | 0.01% | +838+356.6% | Added |
| Fifth Third Bancorp | 1,090 | $100.3K | 0.00% | +134+14.0% | Added |
| BFSG, LLC | 1,100 | $101.2K | 0.01% | 00.0% | Unchanged |
| Shell Asset Management Co | 1,114 | $103.0K | 0.00% | −365−24.7% | Reduced |
| Caldwell Trust Co | 1,121 | $103.2K | 0.01% | 00.0% | Unchanged |
| Bokf, NA | 1,180 | $108.6K | 0.00% | +1,130+2,260.0% | Added |
| Umb Bank N A | 1,296 | $119.3K | 0.00% | −9,290−87.8% | Reduced |
| Quarry LP | 1,322 | $121.7K | 0.03% | +1,268+2,348.1% | Added |
| Allworth Financial LP | 1,324 | $121.9K | 0.00% | +427+47.6% | Added |
| Central Pacific Bank - Trust Division | 1,430 | $131.6K | 0.02% | −10−0.7% | Reduced |
| American National Bank | 1,500 | $138.0K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 1,640 | $150.9K | 0.05% | +952+138.4% | Added |
| Nisa Investment Advisors, LLC | 1,740 | $160.1K | 0.00% | −628−26.5% | Reduced |
| GAMMA Investing LLC | 1,829 | $168.3K | 0.01% | +657+56.1% | Added |
| EverSource Wealth Advisors, LLC | 1,910 | $175.8K | 0.01% | +452+31.0% | Added |