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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 2026

Institutional positions in SouthState Bank Corp as of Mar 31, 2026. 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
517
+36 vs. Q4 2025
Shares held
82.8M
+13.7M (+19.9%) vs. Q4 2025
Total value
$7.66B
+$1.16B (+17.8%) vs. Q4 2025
New holders
87
199 more added
Sold out
51
142 more reduced

7 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2026: 517 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: 561 institutions
Value heldQ1 2026: $7.66B
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 2026561$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, Q1 2026

Shares, value and share of portfolio for each institution holding SouthState Bank Corp; share changes are against Q4 2025.

Institutions holding SSB in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
IMA Wealth, Inc.1$920.00%00.0%Unchanged
American Capital Advisory, LLC1$930.00%+1New
Curio Wealth, LLC1$930.00%+1New
Quest 10 Wealth Builders, Inc.2$1850.00%00.0%Unchanged
Raffa Wealth Management, LLC2$1850.00%+2New
Prestige Wealth Management Group LLC2$1860.00%+2New
Dunhill Financial, LLC2$2090.00%00.0%Unchanged
AdvisorNet Financial, Inc3$2780.00%+3New
TopTier Wealth Management, LLC3$2780.00%+3New
Signature Equity Partners, LLC3$2870.00%−1−25.0%Reduced
Larson Financial Group LLC4$3700.00%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC4$3710.00%00.0%Unchanged
Westfuller Advisors, LLC5$4330.00%−6−54.5%Reduced
Vermillion Wealth Management, Inc.5$4630.00%+5New
SHP Wealth Management5$4630.00%+5New
Activest Wealth Management5$4630.00%+5New
SBI Securities Co., Ltd.6$5550.00%00.0%Unchanged
Hughes Financial Services, LLC6$5550.00%00.0%Unchanged
HFM Investment Advisors, LLC6$5550.00%+1+20.0%Added
Bare Financial Services, Inc6$5550.00%+6New
MV Capital Management, Inc.6$5560.00%+6New
Principia Wealth Advisory, LLC7$6480.00%+3+75.0%Added
Intentional Wealth Strategies, LLC7$6480.00%+7New
TD Private Client Wealth LLC10$9250.00%+10New
Bay Harbor Wealth Management, LLC12$1.11K0.00%+5+71.4%Added
DiNuzzo Private Wealth, Inc.12$1.11K0.00%+1+9.1%Added
WPG Advisers, LLC14$1.29K0.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.14$1.29K0.00%+14New
Cornerstone Financial Management LLC15$1.39K0.00%+15New
Cromwell Holdings LLC16$1.48K0.00%00.0%Unchanged
Marquette Asset Management, LLC19$1.76K0.00%00.0%Unchanged
Brown, Lisle/Cummings, Inc.20$1.85K0.00%+20New
Clearstead Advisors, LLC20$1.85K0.00%−347−94.6%Reduced
Rialto Wealth Management, LLC21$1.94K0.00%+8+61.5%Added
Avion Wealth27$2.00K0.00%+27New
Torren Management, LLC23$2.12K0.00%−707−96.8%Reduced
Private Wealth Management Group, LLC23$2.13K0.00%−17−42.5%Reduced
SJS Investment Consulting Inc.23$2.13K0.00%+12+109.1%Added
TD Capital Management LLC23$2.13K0.00%+23New
Golden State Equity Partners25$2.31K0.00%+25New
Twin Peaks Wealth Advisors, LLC28$2.59K0.00%+28New
Imprint Wealth LLC30$2.78K0.01%00.0%Unchanged
JPL Wealth Management, LLC30$2.78K0.00%+30New
Rossby Financial, LCC30$2.81K0.00%+25+500.0%Added
North Star Investment Management Corp.44$4.07K0.00%00.0%Unchanged
MidFirst Bank47$4.35K0.00%−4,179−98.9%Reduced
Basecamp Wealth Advisors LLC48$4.44K0.00%00.0%Unchanged
Bell Investment Advisors, Inc50$4.63K0.00%+6+13.6%Added
Bogart Wealth, LLC52$4.81K0.00%+52New
Parkside Financial Bank & Trust52$4.81K0.00%+49+1,633.3%Added
JFS Wealth Advisors, LLC57$5.27K0.00%+5+9.6%Added
Keating Financial Advisory Services, Inc.57$5.27K0.00%+10+21.3%Added
Key Financial Inc58$5.37K0.00%00.0%Unchanged
Quent Capital, LLC59$5.46K0.00%−139−70.2%Reduced
CX Institutional72$7.00K0.00%+72New
Farmers & Merchants Investments Inc87$8.05K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.87$8.06K0.00%00.0%Unchanged
LRI Investments, LLC88$8.14K0.00%+88New
Red Tortoise LLC93$8.60K0.00%00.0%Unchanged
Rothschild Investment LLC106$9.81K0.00%−381−78.2%Reduced
CVA Family Office, LLC109$10.1K0.00%+109New
Capital Advisors, Ltd. LLC123$11.0K0.00%−41−25.0%Reduced
Godsey & Gibb Associates120$11.1K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.141$13.0K0.00%00.0%Unchanged
True Wealth Design, LLC141$13.0K0.00%−43−23.4%Reduced
RWM Asset Management, LLC146$13.5K0.00%+146New
City State Bank150$13.9K0.00%00.0%Unchanged
Harbour Investments, Inc.154$14.2K0.00%−566−78.6%Reduced
Fortitude Family Office, LLC160$14.8K0.00%+25+18.5%Added
Peregrine Capital Management LLC160$14.8K0.00%+160New
Mather Group, LLC.166$15.4K0.00%+166New
Cedar Mountain Advisors, LLC187$17.3K0.00%+187New
Assetmark, Inc188$17.4K0.00%+59+45.7%Added
MTM Investment Management, LLC197$18.2K0.01%00.0%Unchanged
Smartleaf Asset Management LLC226$20.4K0.00%−422−65.1%Reduced
V-Square Quantitative Management LLC238$22.0K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.264$24.4K0.00%+82+45.1%Added
Essential Partners LLC267$24.7K0.01%−280−51.2%Reduced
Ancora Advisors, LLC279$25.8K0.00%00.0%Unchanged
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.285$26.4K0.00%00.0%Unchanged
Massmutual Trust Co FSB382$35.3K0.00%−128−25.1%Reduced
Farther Finance Advisors, LLC393$36.8K0.00%+194+97.5%Added
Ares Financial Consulting, LLC398$37.3K0.03%+341+598.2%Added
Root Financial Partners, LLC420$38.9K0.00%+210+100.0%Added
Simplex Trading, LLC436$40.3K0.00%+436New
Wellington Grp LLC460$42.6K0.01%00.0%Unchanged
Quarry LP463$42.8K0.01%+427+1,186.1%Added
Salomon & Ludwin, LLC465$43.7K0.00%+112+31.7%Added
Sound Income Strategies, LLC480$44.9K0.00%00.0%Unchanged
TFC Financial Management502$46.4K0.01%+3+0.6%Added
Measured Wealth Private Client Group, LLC513$47.5K0.01%00.0%Unchanged
Steward Partners Investment Advisory, LLC526$48.7K0.00%+154+41.4%Added
GHP Investment Advisors, Inc.561$51.9K0.00%+561New
Pinnacle Wealth Planning Services, Inc.589$54.5K0.01%+62+11.8%Added
Caldwell Trust Co621$57.5K0.01%00.0%Unchanged
EverSource Wealth Advisors, LLC683$63.2K0.00%−329−32.5%Reduced
Covestor Ltd689$64.0K0.04%−197−22.2%Reduced
Collier Financial761$70.4K0.05%+5+0.7%Added
First Horizon Corp769$71.1K0.00%−44−5.4%Reduced
Parallel Advisors, LLC772$71.4K0.00%+624+421.6%Added