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; 562 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 562 | $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 2026
Shares, value and share of portfolio for each institution holding SouthState Bank Corp; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Oakworth Capital, Inc. | 2,122 | $196.3K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 2,111 | $195.3K | 0.01% | +146+7.4% | Added |
| Nisa Investment Advisors, LLC | 1,861 | $172.2K | 0.00% | +134+7.8% | Added |
| Daytona Street Capital LLC | 11,200 | $157.9K | 0.13% | 00.0% | Unchanged |
| Umb Bank N A | 1,614 | $149.3K | 0.00% | −35−2.1% | Reduced |
| US Bancorp | 1,513 | $140.0K | 0.00% | +141+10.3% | Added |
| Advisory Services Network, LLC | 1,220 | $112.9K | 0.00% | +1,220 | New |
| Corsicana & Co. | 1,200 | $111.4K | 0.07% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,046 | $96.8K | 0.00% | +64+6.5% | Added |
| BFSG, LLC | 1,030 | $95.3K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 982 | $90.9K | 0.01% | +554+129.4% | Added |
| Nomura Asset Management Co Ltd | 970 | $89.7K | 0.00% | +390+67.2% | Added |
| Huntington National Bank | 968 | $89.6K | 0.00% | +114+13.3% | Added |
| Los Angeles Capital Management LLC | 944 | $87.3K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 892 | $82.5K | 0.00% | 00.0% | Unchanged |
| Eurizon Capital SGR S.p.A. | 830 | $75.4K | 0.00% | −13−1.5% | Reduced |
| State of Wyoming | 787 | $72.8K | 0.01% | −309−28.2% | Reduced |
| Parallel Advisors, LLC | 772 | $71.4K | 0.00% | +624+421.6% | Added |
| First Horizon Corp | 769 | $71.1K | 0.00% | −44−5.4% | Reduced |
| Collier Financial | 761 | $70.4K | 0.05% | +5+0.7% | Added |
| Covestor Ltd | 689 | $64.0K | 0.04% | −197−22.2% | Reduced |
| EverSource Wealth Advisors, LLC | 683 | $63.2K | 0.00% | −329−32.5% | Reduced |
| Caldwell Trust Co | 621 | $57.5K | 0.01% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 589 | $54.5K | 0.01% | +62+11.8% | Added |
| GHP Investment Advisors, Inc. | 561 | $51.9K | 0.00% | +561 | New |
| Steward Partners Investment Advisory, LLC | 526 | $48.7K | 0.00% | +154+41.4% | Added |
| Measured Wealth Private Client Group, LLC | 513 | $47.5K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 502 | $46.4K | 0.01% | +3+0.6% | Added |
| Sound Income Strategies, LLC | 480 | $44.9K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 465 | $43.7K | 0.00% | +112+31.7% | Added |
| Quarry LP | 463 | $42.8K | 0.01% | +427+1,186.1% | Added |
| Wellington Grp LLC | 460 | $42.6K | 0.01% | 00.0% | Unchanged |
| Simplex Trading, LLC | 436 | $40.3K | 0.00% | +436 | New |
| Root Financial Partners, LLC | 420 | $38.9K | 0.00% | +210+100.0% | Added |
| Ares Financial Consulting, LLC | 398 | $37.3K | 0.03% | +341+598.2% | Added |
| Farther Finance Advisors, LLC | 393 | $36.8K | 0.00% | +194+97.5% | Added |
| Massmutual Trust Co FSB | 382 | $35.3K | 0.00% | −128−25.1% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 285 | $26.4K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 279 | $25.8K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 267 | $24.7K | 0.01% | −280−51.2% | Reduced |
| SRS Capital Advisors, Inc. | 264 | $24.4K | 0.00% | +82+45.1% | Added |
| V-Square Quantitative Management LLC | 238 | $22.0K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 226 | $20.4K | 0.00% | −422−65.1% | Reduced |
| MTM Investment Management, LLC | 197 | $18.2K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 188 | $17.4K | 0.00% | +59+45.7% | Added |
| Cedar Mountain Advisors, LLC | 187 | $17.3K | 0.00% | +187 | New |
| Mather Group, LLC. | 166 | $15.4K | 0.00% | +166 | New |
| Fortitude Family Office, LLC | 160 | $14.8K | 0.00% | +25+18.5% | Added |
| Peregrine Capital Management LLC | 160 | $14.8K | 0.00% | +160 | New |
| Harbour Investments, Inc. | 154 | $14.2K | 0.00% | −566−78.6% | Reduced |
| City State Bank | 150 | $13.9K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 146 | $13.5K | 0.00% | +146 | New |
| True Wealth Design, LLC | 141 | $13.0K | 0.00% | −43−23.4% | Reduced |
| Newbridge Financial Services Group, Inc. | 141 | $13.0K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 120 | $11.1K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 123 | $11.0K | 0.00% | −41−25.0% | Reduced |
| CVA Family Office, LLC | 109 | $10.1K | 0.00% | +109 | New |
| Rothschild Investment LLC | 106 | $9.81K | 0.00% | −381−78.2% | Reduced |
| Red Tortoise LLC | 93 | $8.60K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 88 | $8.14K | 0.00% | +88 | New |
| SOA Wealth Advisors, LLC. | 87 | $8.06K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 87 | $8.05K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 72 | $7.00K | 0.00% | +72 | New |
| Quent Capital, LLC | 59 | $5.46K | 0.00% | −139−70.2% | Reduced |
| Key Financial Inc | 58 | $5.37K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 57 | $5.27K | 0.00% | +5+9.6% | Added |
| Keating Financial Advisory Services, Inc. | 57 | $5.27K | 0.00% | +10+21.3% | Added |
| Parkside Financial Bank & Trust | 52 | $4.81K | 0.00% | +49+1,633.3% | Added |
| Bogart Wealth, LLC | 52 | $4.81K | 0.00% | +52 | New |
| Bell Investment Advisors, Inc | 50 | $4.63K | 0.00% | +6+13.6% | Added |
| Basecamp Wealth Advisors LLC | 48 | $4.44K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 47 | $4.35K | 0.00% | −4,179−98.9% | Reduced |
| North Star Investment Management Corp. | 44 | $4.07K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 30 | $2.81K | 0.00% | +25+500.0% | Added |
| Imprint Wealth LLC | 30 | $2.78K | 0.01% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 30 | $2.78K | 0.00% | +30 | New |
| Twin Peaks Wealth Advisors, LLC | 28 | $2.59K | 0.00% | +28 | New |
| Golden State Equity Partners | 25 | $2.31K | 0.00% | +25 | New |
| Private Wealth Management Group, LLC | 23 | $2.13K | 0.00% | −17−42.5% | Reduced |
| SJS Investment Consulting Inc. | 23 | $2.13K | 0.00% | +12+109.1% | Added |
| TD Capital Management LLC | 23 | $2.13K | 0.00% | +23 | New |
| Torren Management, LLC | 23 | $2.12K | 0.00% | −707−96.8% | Reduced |
| Avion Wealth | 27 | $2.00K | 0.00% | +27 | New |
| Rialto Wealth Management, LLC | 21 | $1.94K | 0.00% | +8+61.5% | Added |
| Clearstead Advisors, LLC | 20 | $1.85K | 0.00% | −347−94.6% | Reduced |
| Brown, Lisle/Cummings, Inc. | 20 | $1.85K | 0.00% | +20 | New |
| Marquette Asset Management, LLC | 19 | $1.76K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 16 | $1.48K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 15 | $1.39K | 0.00% | +15 | New |
| WPG Advisers, LLC | 14 | $1.29K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 14 | $1.29K | 0.00% | +14 | New |
| DiNuzzo Private Wealth, Inc. | 12 | $1.11K | 0.00% | +1+9.1% | Added |
| Bay Harbor Wealth Management, LLC | 12 | $1.11K | 0.00% | +5+71.4% | Added |
| TD Private Client Wealth LLC | 10 | $925 | 0.00% | +10 | New |
| Principia Wealth Advisory, LLC | 7 | $648 | 0.00% | +3+75.0% | Added |
| Intentional Wealth Strategies, LLC | 7 | $648 | 0.00% | +7 | New |
| MV Capital Management, Inc. | 6 | $556 | 0.00% | +6 | New |
| SBI Securities Co., Ltd. | 6 | $555 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 6 | $555 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 6 | $555 | 0.00% | +1+20.0% | Added |