Southstate BankSSB
13F holders, Q1 2025 (March 31)456holders +37
83new positions
44sold out
7famous investors
$92.81avg. 13F price*
At the end of Q1 2025, 456 institutions reported holding Southstate Bank Corp. (SSB) in their 13F filings, up 37 from Q4 2024. 83 opened new positions and 44 sold out. The largest holders were BlackRock, Inc. ($1.2B), Vanguard Group Inc. ($1.0B) and State Street Corp. ($437.6M). 7 famous investors held it, including Steve Cohen (0.2% of Point72 Asset Management's portfolio), Ken Griffin (0.1% of Citadel Advisors's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Southstate Bank Corp.
- CUSIP
- 840441109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 83 | $161.0M |
| Exits | 44 | $87.3M |
All 13F filers, Q4 2024 → Q1 2025: 21,990,953 shares bought and 2,096,957 shares sold, net +19,893,996 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 456 holders
| BlackRock, Inc. | 0.02% | Add +27.6% | 12,555,535 | $1.2B |
| Vanguard Group Inc. | 0.02% | Add +31.3% | 11,079,578 | $1.0B |
| State Street Corp. | 0.02% | Add +20.1% | 4,714,063 | $437.6M |
| Dimensional Fund Advisors LP | 0.11% | Add +34.3% | 4,556,410 | $422.9M |
| T. Rowe Price Investment Management, Inc. | 0.21% | Add +0.3% | 3,479,298 | $322.9M |
| FMR LLC | 0.02% | Add +553.9% | 3,288,515 | $305.2M |
| Geode Capital Management, LLC | 0.02% | Add +31.1% | 2,508,898 | $232.9M |
| Victory Capital Management Inc. | 0.19% | Reduce -7.9% | 1,980,245 | $183.8M |
| Macquarie Group Ltd. | 0.22% | Add +68.2% | 1,874,525 | $174.0M |
| Franklin Resources Inc. | 0.05% | Add +5.3% | 1,771,848 | $164.5M |
| American Century Companies Inc. | 0.10% | Add +14.4% | 1,769,537 | $164.2M |
| Morgan Stanley | 0.01% | Add +9.3% | 1,738,883 | $161.4M |
| Capital Research Global Investors | 0.03% | Add +180.0% | 1,697,617 | $157.6M |
| Capital International Investors | 0.03% | Add +171.7% | 1,620,981 | $150.5M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +38.2% | 1,437,262 | $133.4M |
| Earnest Partners LLC | 0.63% | Reduce -2.1% | 1,408,514 | $130.7M |
| Northern Trust Corp. | 0.02% | Add +23.4% | 1,371,315 | $127.3M |
| Goldman Sachs Group Inc. | 0.02% | Add +23.1% | 1,153,842 | $107.1M |
| Allspring Global Investments Holdings, LLC | 0.17% | Add +5.0% | 1,093,176 | $100.9M |
| Westwood Holdings Group Inc. | 0.70% | Add +36.2% | 990,535 | $91.9M |
| Norges Bank | 0.01% | Add +43.2% | 968,098 | $89.9M |
| Bank of New York Mellon Corp | 0.02% | Add +14.4% | 964,089 | $89.5M |
| Wellington Management Group LLP | 0.02% | Reduce -5.3% | 888,451 | $82.5M |
| Channing Capital Management, LLC | 2.44% | Reduce -13.0% | 870,224 | $80.8M |
| Fisher Asset Management | 0.03% | Add +1.5% | 864,365 | $80.2M |
| Manufacturers Life Insurance Company, The | 0.07% | Add +4.1% | 805,427 | $74.8M |
| First Trust Advisors LP | 0.06% | Add +1588.1% | 776,306 | $72.1M |
| Bank of America Corp. | 0.01% | Add +68.4% | 705,982 | $65.5M |
| Nuveen, LLC | 0.02% | — | 670,440 | $62.2M |
| Silvercrest Asset Management Group LLC | 0.42% | Reduce -5.0% | 625,169 | $58.0M |
| Capital World Investors | 0.01% | Reduce 0.0% | 620,509 | $57.6M |
| Invesco Ltd. | 0.01% | Reduce -4.6% | 614,751 | $57.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -1.3% | 611,161 | $56.7M |
| Segall Bryant & Hamill, LLC | 0.86% | Reduce -1.7% | 607,494 | $56.4M |
| Point72 Asset Management | 0.16% | New | 600,383 | $55.7M |
| Citadel Advisors | 0.06% | Add +35.8% | 597,673 | $55.5M |
| FJ Capital Management LLC | 5.34% | Add +286.3% | 556,226 | $51.6M |
| Holocene Advisors, LP | 0.14% | Add +66.3% | 519,338 | $48.2M |
| UBS Group AG | 0.01% | Add +12.9% | 451,247 | $41.9M |
| Schroder Investment Management Group | 0.04% | Add +1.8% | 428,382 | $39.5M |
| Sei Investments Co. | 0.05% | Add +44.0% | 424,761 | $39.4M |
| Select Equity Group, L.P. | 0.15% | New | 368,860 | $34.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +25.6% | 345,405 | $32.1M |
| Rhumbline Advisers | 0.03% | Add +24.8% | 322,051 | $29.9M |
| Alliancebernstein L.P. | 0.01% | Add +44.5% | 300,047 | $27.9M |
| Regions Financial Corp. | 0.20% | No change | 291,793 | $27.1M |
| Millennium Management | 0.03% | Add +98.5% | 283,875 | $26.3M |
| Bessemer Group Inc. | 0.04% | Reduce -4.6% | 264,969 | $24.6M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.06% | Add +11.8% | 260,176 | $24.1M |
| Kennedy Capital Management LLC | 0.57% | Reduce -12.2% | 255,615 | $23.7M |
| Citigroup Inc. | 0.02% | Add +9.1% | 245,603 | $22.8M |
| New York State Common Retirement Fund | 0.03% | Add +6.1% | 232,260 | $21.6M |
| Principal Financial Group Inc. | 0.01% | Add +29.9% | 227,555 | $21.1M |
| Adage Capital Partners Gp, L.L.C. | 0.04% | Add +84.2% | 218,800 | $20.3M |
| MetLife Investment Management, LLC | 0.11% | Add +147.1% | 216,085 | $20.1M |
| Swiss National Bank | 0.01% | Add +30.7% | 195,930 | $18.2M |
| Barclays PLC | 0.01% | Reduce -12.0% | 186,470 | $17.3M |
| Prospector Partners LLC | 2.00% | Add +0.1% | 186,303 | $17.3M |
| Loomis Sayles & Co. L P | 0.02% | Reduce -3.2% | 184,713 | $17.1M |
| Susquehanna International Group, LLP | 0.03% | Add +283.8% | 179,658 | $16.7M |
| Freestone Grove Partners LP | 0.17% | New | 175,039 | $16.2M |
| HighTower Advisors, LLC | 0.02% | Add +996.8% | 163,175 | $15.1M |
| Stieven Capital Advisors, L.P. | 2.92% | Add +52.9% | 162,400 | $15.1M |
| Legal & General Group Plc | 0.00% | Add +28.4% | 158,888 | $14.7M |
| Fort Washington Investment Advisors Inc. | 0.09% | Reduce -22.0% | 156,869 | $14.6M |
| Corebridge Financial, Inc. | 0.08% | Add +26.0% | 155,700 | $14.5M |
| Ceredex Value Advisors LLC | 0.30% | Add +1.8% | 147,165 | $13.7M |
| Royal Bank of Canada | 0.00% | Add +112.2% | 146,382 | $13.6M |
| Basswood Capital Management, L.L.C. | 0.76% | Add +173.8% | 144,933 | $13.5M |
| Raymond James Financial Inc. | 0.01% | Add +150.3% | 142,933 | $13.3M |
| AQR Capital Management | 0.01% | Add +99.2% | 140,929 | $12.9M |
| Ameriprise Financial Inc. | 0.00% | Add +32.0% | 137,068 | $12.7M |
| California Public Employees Retirement System | 0.01% | Add +3.0% | 133,603 | $12.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -16.6% | 129,361 | $12.0M |
| Deutsche Bank AG | 0.00% | Add +53.6% | 129,255 | $12.0M |
| Truist Financial Corp. | 0.02% | Add +195.0% | 128,849 | $12.0M |
| Retirement Systems of Alabama | 0.04% | Add +28.8% | 119,497 | $11.1M |
| Wells Fargo & Company | 0.00% | Reduce -15.3% | 117,200 | $10.9M |
| Mutual of America Capital Management LLC | 0.12% | Add +189.3% | 116,585 | $10.8M |
| Private Management Group Inc. | 0.35% | Reduce -0.9% | 105,117 | $9.8M |
| Rafferty Asset Management, LLC | 0.04% | Add +3.3% | 103,865 | $9.6M |
| Advisory Research Inc. | 1.69% | Reduce -20.1% | 103,215 | $9.6M |
| State of Wisconsin Investment Board | 0.02% | Add +144.8% | 100,653 | $9.3M |
| Boothbay Fund Management, LLC | 0.33% | New | 98,782 | $9.2M |
| Maltese Capital Management LLC | 1.49% | Add +26.4% | 97,500 | $9.0M |
| Keeley-Teton Advisors, LLC | 1.10% | Add +1.8% | 97,310 | $9.0M |
| Lanark Financial, Inc. | 0.76% | — | 96,365 | $8.9M |
| STRS Ohio | 0.04% | Add +4.2% | 94,756 | $8.8M |
| California State Teachers Retirement System | 0.01% | Add +31.4% | 93,666 | $8.7M |
| Crawford Investment Counsel Inc. | 0.14% | Add +9.4% | 86,365 | $8.0M |
| Voya Investment Management LLC | 0.01% | Add +282.2% | 85,145 | $7.9M |
| Boston Partners | 0.01% | Reduce -67.5% | 85,137 | $7.9M |
| Jane Street Group, LLC | 0.01% | Add +4.6% | 82,984 | $7.7M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +11.1% | 80,735 | $7.5M |
| Russell Investments Group, Ltd. | 0.01% | Add +140.9% | 76,386 | $7.1M |
| T. Rowe Price Associates Inc. | 0.00% | Add +35.9% | 76,252 | $7.1M |
| Synovus Financial Corp. | 0.08% | Add +5.1% | 68,325 | $6.3M |
| Deprince Race & Zollo Inc. | 0.13% | New | 66,368 | $6.2M |
| Van Eck Associates Corp. | 0.01% | Add +10.8% | 64,850 | $6.0M |
| Edgestream Partners, L.P. | 0.19% | Add +135.7% | 61,850 | $5.7M |
| Stifel Financial Corp. | 0.01% | Add +3.0% | 61,354 | $5.7M |
| SouthState Bank Corp | 0.26% | Add +39.8% | 61,316 | $5.7M |
| Teachers Retirement System of the State of Kentucky | 0.05% | Add +24.0% | 61,168 | $5.7M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +34.6% | 58,256 | $5.4M |
| Federated Hermes, Inc. | 0.01% | Add +18.0% | 53,035 | $4.9M |
| Guggenheim Capital LLC | 0.05% | Add +0.3% | 52,312 | $4.9M |
| Wedge Capital Management L L P | 0.09% | Reduce -21.9% | 48,046 | $4.5M |
| Intech Investment Management LLC | 0.04% | Add +48.4% | 46,120 | $4.3M |
| TD Asset Management Inc | 0.00% | Add +2.9% | 45,946 | $4.3M |
| Thrivent Financial for Lutherans | 0.01% | Add +36.8% | 45,759 | $4.2M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | New | 45,158 | $4.2M |
| Janus Henderson Group PLC | 0.00% | Reduce -13.9% | 44,612 | $4.1M |
| Atom Investors LP | 0.49% | Add +1360.5% | 43,276 | $4.0M |
| Amalgamated Bank | 0.03% | Add +23.7% | 43,201 | $4.0M |
| Prudential Financial Inc. | 0.01% | Add +263.1% | 36,624 | $3.9M |
| CIBC Private Wealth Group LLC | 0.01% | Add +0.9% | 47,152 | $3.8M |
| State of Tennessee, Department of Treasury | 0.01% | Add +31.1% | 40,386 | $3.7M |
| Martin & Co. Inc. | 0.68% | Add +0.5% | 37,702 | $3.5M |
| Brant Point Investment Management LLC | 0.84% | Reduce -1.2% | 37,211 | $3.5M |
| Comerica Bank | 0.01% | Reduce -15.7% | 37,190 | $3.5M |
| Verition Fund Management LLC | 0.02% | Add +82.7% | 36,104 | $3.4M |
| Hantz Financial Services, Inc. | 0.06% | Reduce -0.8% | 35,690 | $3.3M |
| Natixis Advisors, LLC | 0.01% | Reduce -4.1% | 35,005 | $3.2M |
| Vest Financial, LLC | 0.05% | New | 34,463 | $3.2M |
| Creative Planning | 0.00% | Add +38.4% | 34,430 | $3.2M |
| Red Spruce Capital, LLC | 1.48% | Add +2.8% | 33,944 | $3.2M |
| Yousif Capital Management, LLC | 0.04% | Add +25.8% | 33,718 | $3.1M |
| GAMCO Investors | 0.03% | Reduce -2.3% | 33,558 | $3.1M |
| Salzhauer Michael | 1.95% | No change | 32,912 | $3.1M |
| Hunter Perkins Capital Management, LLC | 0.69% | Reduce -0.2% | 31,960 | $3.0M |
| NFJ Investment Group, LLC | 0.10% | Reduce -39.3% | 31,144 | $2.9M |
| BIP Wealth, LLC | 0.19% | Add +0.0% | 30,969 | $2.9M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +4.2% | 30,553 | $2.8M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +20.5% | 30,059 | $2.8M |
| Ameritas Investment Partners, Inc. | 0.09% | Add +26.5% | 29,305 | $2.7M |
| Element Capital Management LLC | 0.67% | New | 29,029 | $2.7M |
| Arizona State Retirement System | 0.02% | Add +31.1% | 29,015 | $2.7M |
| PMC FIG Opportunities LLC | 6.57% | New | 29,000 | $2.7M |
| XTX Topco Ltd | 0.14% | Add +82.2% | 28,790 | $2.7M |
| Beacon Pointe Advisors, LLC | 0.03% | Add +6.5% | 28,391 | $2.6M |
| Independent Advisor Alliance | 0.09% | Add +1.7% | 28,386 | $2.6M |
| Polaris Capital Management, LLC | 0.15% | Add +61.5% | 28,361 | $2.6M |
| Louisiana State Employees Retirement System | 0.05% | Add +29.7% | 27,500 | $2.6M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +38.3% | 27,464 | $2.5M |
| Petiole USA ltd | 1.69% | No change | 25,715 | $2.4M |
| LPL Financial LLC | 0.00% | Add +45.1% | 25,664 | $2.4M |
| First National Bank of Omaha | 0.16% | Reduce -15.0% | 25,625 | $2.4M |
| Man Group plc | 0.01% | New | 25,430 | $2.4M |
| ProShare Advisors LLC | 0.01% | Add +1.5% | 25,356 | $2.4M |
| Forest Hill Capital, LLC | 1.74% | No change | 25,000 | $2.3M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 24,656 | $2.3M |
| Pathstone Holdings, LLC | 0.01% | Add +217.9% | 23,812 | $2.2M |
| Captrust Financial Advisors | 0.01% | Add +33.0% | 23,525 | $2.2M |
| State of Michigan Retirement System | 0.01% | Add +29.8% | 23,500 | $2.2M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +39.3% | 23,471 | $2.2M |
| Handelsbanken Fonder AB | 0.01% | Add +21.5% | 23,038 | $2.1M |
| Oppenheimer Asset Management Inc. | 0.03% | Reduce -0.8% | 22,455 | $2.1M |
| Cyndeo Wealth Partners, LLC | 0.13% | No change | 22,062 | $2.0M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.02% | — | 21,900 | $2.0M |
| Northwestern Mutual Investment Management Company, LLC | 0.03% | Add +28.7% | 21,829 | $2.0M |
| Cibc World Markets Corp. | 0.02% | Add +204.9% | 21,703 | $2.0M |
| Curi Capital, LLC | 0.05% | Reduce -15.2% | 21,406 | $2.0M |
| Police & Firemen's Retirement System of New Jersey | 0.02% | Add +30.3% | 21,092 | $2.0M |
| D. E. Shaw & Co. | 0.00% | New | 21,010 | $2.0M |
| Teacher Retirement System of Texas | 0.01% | Add +162.9% | 20,106 | $1.9M |
| New Mexico Educational Retirement Board | 0.07% | Add +29.0% | 20,000 | $1.9M |
| Oregon Public Employees Retirement Fund | 0.04% | Add +28.1% | 19,901 | $1.8M |
| KLP Kapitalforvaltning As | 0.01% | Add +26.1% | 19,515 | $1.8M |
| BNP Paribas Financial Markets | 0.00% | Add +29.2% | 19,440 | $1.8M |
| Dana Investment Advisors, Inc. | 0.06% | Add +1.8% | 19,227 | $1.8M |
| Occudo Quantitative Strategies LP | 0.24% | New | 19,306 | $1.8M |
| Waverly Advisors, LLC | 0.02% | Add +0.9% | 18,631 | $1.7M |
| Continental Advisors LLC | 1.28% | No change | 18,512 | $1.7M |
| Mariner, LLC | 0.00% | Add +280.0% | 18,354 | $1.7M |
| Montag A & Associates Inc. | 0.09% | No change | 18,315 | $1.7M |
| Corient Private Wealth LP | 0.00% | Add +57.6% | 17,808 | $1.7M |
| Anchor Investment Management, LLC | 0.15% | No change | 17,756 | $1.6M |
| Persistent Asset Partners Ltd | 1.42% | Add +179.3% | 17,345 | $1.6M |
| HB Wealth Management, LLC | 0.01% | Add +5.7% | 17,083 | $1.6M |
| Greenleaf Trust | 0.01% | Add +9.3% | 16,784 | $1.6M |
| Pictet Asset Management Holding SA | 0.00% | Add +40.4% | 16,511 | $1.5M |
| HBK Sorce Advisory LLC | 0.04% | Reduce -1.0% | 16,487 | $1.5M |
| Howard Financial Services, LTD. | 0.21% | New | 16,326 | $1.5M |
| Nicholas Hoffman & Company, LLC. | 0.06% | Add +0.5% | 16,219 | $1.5M |
| MAI Capital Management | 0.01% | No change | 16,044 | $1.5M |
| Linscomb Wealth, Inc. | 0.07% | New | 15,659 | $1.5M |
| Laurel Wealth Advisors LLC | 0.23% | Reduce -0.6% | 15,649 | $1.5M |
| New York State Teachers Retirement System | 0.00% | Add +25.4% | 15,427 | $1.4M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -30.5% | 15,345 | $1.4M |
| PNC Financial Services Group, Inc. | 0.00% | Add +209.1% | 14,887 | $1.4M |
| Donald L. Hagan, LLC | 0.71% | No change | 14,734 | $1.4M |
| Bridgeway Capital Management, LLC | 0.03% | Reduce -60.0% | 14,640 | $1.4M |
| Xponance LLC | 0.01% | Add +30.6% | 14,070 | $1.3M |
| Tributary Capital Management, LLC | 0.11% | Reduce -93.1% | 13,910 | $1.3M |
| Cetera Investment Advisers | 0.00% | Add +188.5% | 13,756 | $1.3M |
| Signaturefd, LLC | 0.02% | Add +12.5% | 13,453 | $1.2M |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 13,328 | $1.2M |
| Ferguson Shapiro LLC | 0.45% | New | 13,000 | $1.2M |
| Henshaw Capital LLC | 0.05% | Add +81.5% | 12,942 | $1.2M |
| Fieldview Capital Management, LLC | 0.16% | Add +263.3% | 12,388 | $1.1M |
| Salem Investment Counselors Inc. | 0.04% | Reduce -1.4% | 12,347 | $1.1M |
| Investors Research Corp | 0.24% | No change | 12,084 | $1.1M |
| Cwm, LLC | 0.00% | Reduce -2.0% | 11,716 | $1.1M |
| Moody National Bank Trust Division | 0.11% | Add +0.7% | 11,495 | $1.1M |
| Smith Chas P & Associates Pa Cpas | 0.06% | Add +1.5% | 11,488 | $1.1M |
| State of Alaska, Department of Revenue | 0.01% | Add +32.1% | 11,492 | $1.1M |
| Osaic Holdings, Inc. | 0.00% | Add +83.1% | 11,480 | $1.1M |
| Huber Capital Management LLC | 0.20% | No change | 11,293 | $1.0M |
| Commonwealth Equity Services, LLC | 0.00% | Add +13.4% | 10,819 | $1.0M |
| UMB Bank, n.a. | 0.02% | Add +1747.5% | 10,586 | $983K |
| Summit Wealth Partners, LLC | 0.20% | Add +19.1% | 10,483 | $973K |
| KDK Private Wealth Management, LLC | 1.09% | New | 10,305 | $957K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +153.6% | 10,229 | $949K |
| Spirepoint Private Client, LLC | 0.12% | No change | 10,185 | $945K |
| Burkett Financial Services, LLC | 0.38% | Add +0.5% | 10,111 | $939K |
| Sfmg, LLC | 0.07% | Add +27.8% | 9,842 | $914K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +93.6% | 9,821 | $912K |
| Brown Brothers Harriman & Co. | 0.01% | No change | 9,704 | $901K |
| Concurrent Investment Advisors, LLC | 0.02% | Reduce -1.9% | 9,622 | $893K |
| Pinebridge Investments, L.P. | 0.01% | Reduce -67.2% | 9,613 | $892K |
| Lummis Asset Management, LP | 0.60% | Add +44.5% | 9,551 | $869K |
| Atria Investments, Inc | 0.01% | Add +62.5% | 9,006 | $836K |
| Tower Research Capital LLC (TRC) | 0.02% | Reduce -60.0% | 8,795 | $816K |
| Trust Point Inc. | 0.07% | Reduce -34.5% | 8,738 | $811K |
| SG Americas Securities, LLC | 0.00% | Add +118.4% | 8,676 | $805K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 8,493 | $788K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +158.1% | 8,306 | $771K |
| Pitcairn Co. | 0.05% | Reduce -19.5% | 8,277 | $768K |
| Liberty One Investment Management, LLC | 0.08% | Add +2.3% | 8,222 | $763K |
| Gabelli Funds LLC | 0.01% | Reduce -3.5% | 8,200 | $761K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | New | 7,943 | $737K |
| Emerald Mutual Fund Advisers Trust | 0.05% | No change | 7,930 | $736K |
| HSBC Holdings PLC | 0.00% | Reduce -76.6% | 7,877 | $731K |
| Gallagher Fiduciary Advisors, LLC | 0.02% | Add +84.3% | 7,680 | $713K |
| Foundations Investment Advisors, LLC | 0.01% | Add +0.0% | 7,506 | $697K |
| Cerity Partners LLC | 0.00% | Reduce -41.6% | 7,504 | $697K |
| Securian Asset Management, Inc. | 0.02% | Add +28.9% | 7,434 | $690K |
| US Bancorp \de | 0.00% | Add +81.1% | 7,301 | $678K |
| West Paces Advisors Inc. | 0.15% | No change | 7,200 | $668K |
| Cullen Capital Management, LLC | 0.01% | Add +1.2% | 7,167 | $665K |
| Nicholson Wealth Management Group, LLC | 0.43% | Reduce -0.6% | 7,076 | $657K |
| Calton & Associates, Inc. | 0.15% | New | 7,040 | $653K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +18.6% | 6,961 | $646K |
| Mercer Global Advisors Inc. | 0.00% | Add +4.7% | 6,957 | $646K |
| Tiaa Trust, National Association | 0.00% | No change | 6,697 | $622K |
| Keybank National Association | 0.00% | Reduce -11.1% | 6,695 | $621K |
| SeaCrest Wealth Management, LLC | 0.07% | No change | 6,665 | $619K |
| Connable Office Inc. | 0.06% | No change | 6,571 | $610K |
| Colonial Trust Advisors | 0.05% | Reduce -2.5% | 6,564 | $609K |
| Fox Run Management, L.L.C. | 0.09% | New | 6,506 | $604K |
| United Services Automobile Association | 0.02% | New | 6,402 | $590K |
| Integrated Investment Consultants, LLC | 0.12% | Reduce -0.8% | 6,288 | $584K |
| Quantinno Capital Management LP | 0.00% | New | 6,258 | $581K |
| Sheets Smith Wealth Management | 0.07% | Add +4.7% | 6,205 | $576K |
| First National Advisers, LLC | 0.09% | New | 6,077 | $564K |
| Quadrant Capital Group LLC | 0.02% | Add +1095.3% | 6,072 | $564K |
| TCTC Holdings, LLC | 0.02% | New | 6,000 | $557K |
| ProVise Management Group, LLC | 0.05% | Add +0.1% | 5,841 | $542K |
| Cutler Capital Management, LLC | 0.23% | No change | 5,688 | $528K |
| Minerva Advisors LLC | 0.37% | No change | 5,661 | $525K |
| James Investment Research, Inc. | 0.07% | No change | 5,657 | $525K |
| CFO4Life Group, LLC | 0.08% | New | 5,311 | $493K |
| Profund Advisors LLC | 0.02% | Reduce -21.3% | 5,263 | $489K |
| Kestra Advisory Services, LLC | 0.00% | New | 5,253 | $488K |
| Angel Oak Capital Advisors, LLC | 0.64% | New | 5,200 | $483K |
| Doliver Advisors, LP | 0.14% | New | 5,186 | $481K |
| Evergreen Capital Management LLC | 0.02% | New | 5,075 | $471K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +2.2% | 5,073 | $471K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -34.3% | 5,061 | $470K |
| Neuberger Berman Group LLC | 0.00% | Add +54.4% | 5,007 | $465K |
| NJ State Employees Deferred Compensation Plan | 0.06% | No change | 5,000 | $464K |
| Cornerstone Management, Inc. | 0.08% | No change | 4,818 | $447K |
| First City Capital Management, Inc. | 0.27% | No change | 4,801 | $446K |
| Black Diamond Financial, LLC | 0.07% | No change | 4,704 | $437K |
| F/m Investments LLC | 0.02% | Reduce -14.0% | 4,667 | $433K |
| Stephens Inc. | 0.01% | Add +126.8% | 4,654 | $432K |
| Eisler Capital Management Ltd. | 0.01% | New | 4,557 | $423K |
| Wealth Preservation Advisors, LLC | 0.30% | — | 4,489 | $417K |
| Ingalls & Snyder LLC | 0.01% | Reduce -0.8% | 4,445 | $413K |
| World Investment Advisors | 0.01% | Add +0.5% | 4,425 | $411K |
| Carlson Capital, L.P. | 0.23% | New | 4,400 | $408K |
| KBC Group NV | 0.00% | Add +40.0% | 4,348 | $404K |
| Fiduciary Trust Co | 0.01% | New | 4,255 | $395K |
| Savant Capital, LLC | 0.00% | New | 4,240 | $394K |
| GTS Securities LLC | 0.02% | Reduce -29.1% | 4,237 | $393K |
| Oxford Asset Management LLP | 0.18% | New | 4,204 | $390K |
| Verdence Capital Advisors LLC | 0.03% | New | 4,180 | $388K |
| United Capital Financial Advisors, LLC | 0.00% | New | 4,136 | $384K |
| Choreo, LLC | 0.01% | Add +23.7% | 3,950 | $367K |
| SageView Advisory Group, LLC | 0.02% | Add +2.6% | 3,922 | $364K |
| Los Angeles Capital Management LLC | 0.00% | New | 3,809 | $354K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +18.6% | 3,612 | $335K |
| Peachtree Investment Partners, LLC | 0.13% | No change | 3,575 | $332K |
| Forum Financial Management, LP | 0.01% | Add +36.5% | 3,568 | $331K |
| Shelton Capital Management | 0.01% | Add +19.1% | 3,562 | $331K |
| Elevation Point Wealth Partners, LLC | 0.03% | Reduce -12.2% | 3,514 | $326K |
| Mainsail Asset Management, LLC | 0.22% | Add +0.5% | 3,440 | $319K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -10.6% | 3,383 | $314K |
| Inspire Investing, LLC | 0.04% | Reduce -48.4% | 3,375 | $313K |
| Fifth Third Wealth Advisors LLC | 0.02% | Reduce -0.1% | 3,338 | $310K |
| Icon Wealth Advisors, LLC | 0.03% | New | 3,336 | $310K |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 3,329 | $309K |
| Sciencast Management LP | 0.07% | New | 3,300 | $306K |
| Requisite Capital Management, LLC | 0.07% | No change | 3,295 | $306K |
| Ethic Inc. | 0.01% | New | 3,261 | $301K |
| DAVENPORT & Co LLC | 0.00% | No change | 3,207 | $298K |
| Bragg Financial Advisors, Inc | 0.01% | Add +14.6% | 3,181 | $295K |
| Segment Wealth Management, LLC | 0.02% | New | 3,168 | $294K |
| CIBC Asset Management Inc | 0.00% | Add +35.6% | 3,151 | $292K |
| Dynamic Technology Lab Private Ltd | 0.04% | Reduce -77.7% | 3,145 | $292K |
| King Luther Capital Management Corp. | 0.00% | No change | 3,137 | $291K |
| Flagship Harbor Advisors, LLC | 0.02% | No change | 3,100 | $288K |
| Clearstead Advisors, LLC | 0.00% | Add +2.4% | 3,089 | $287K |
| Bank of Montreal | 0.00% | Add +44.2% | 3,088 | $287K |
| FourThought Financial Partners, LLC | 0.03% | Add +5.7% | 3,070 | $285K |
| Callahan Advisors, LLC | 0.03% | New | 3,056 | $284K |
| Jefferies Financial Group Inc. | 0.01% | New | 3,049 | $283K |
| Sterling Capital Management LLC | 0.00% | Reduce -44.5% | 3,005 | $279K |
| Weil Company, Inc. | 0.08% | New | 2,970 | $276K |
| Praxis Investment Management Inc. | 0.02% | New | 2,960 | $275K |
| Vident Advisory, LLC | 0.00% | New | 2,897 | $269K |
| Bison Wealth, LLC | 0.02% | New | 3,070 | $266K |
| Johnson Investment Counsel Inc. | 0.00% | Add +0.8% | 2,865 | $266K |
| Keyes, Stange & Wooten Wealth Management, LLC | 0.15% | No change | 2,845 | $264K |
| Hanover Advisors Inc. | 0.11% | No change | 2,780 | $258K |
| Trail Ridge Investment Advisors, LLC | 0.13% | New | 2,762 | $256K |
| Hancock Whitney Corp. | 0.01% | New | 2,751 | $255K |
| Chicago Partners Investment Group LLC | 0.01% | Add +7.9% | 2,885 | $252K |
| Entropy Technologies, LP | 0.02% | New | 2,707 | $251K |
| IFG Advisory, LLC | 0.01% | Add +0.4% | 2,660 | $247K |
| MQS Management LLC | 0.14% | New | 2,628 | $244K |
| Panagora Asset Management Inc. | 0.00% | New | 2,615 | $243K |
| Caprock Group, LLC | 0.01% | Add +1.4% | 2,603 | $242K |
| De Lisle Partners LLP | 0.04% | No change | 2,601 | $241K |
| Baird Financial Group, Inc. | 0.00% | Reduce -0.9% | 2,524 | $234K |
| Advantage Alpha Capital Partners LP | 0.06% | Reduce -60.9% | 2,478 | $230K |
| Wedmont Private Capital | 0.01% | Reduce -0.1% | 2,783 | $227K |
| Mill Capital Management, LLC | 0.02% | No change | 2,439 | $226K |
| Builder Investment Group Inc. | 0.06% | No change | 2,422 | $225K |
| Nisa Investment Advisors, LLC | 0.00% | Add +5.2% | 2,368 | $220K |
| Biltmore Family Office, LLC | 0.04% | No change | 2,336 | $217K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | New | 2,328 | $216K |
| Moisand Fitzgerald Tamayo, LLC | 0.03% | No change | 2,318 | $215K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -2.5% | 2,304 | $214K |
| Abacus Planning Group, Inc. | 0.04% | No change | 2,286 | $212K |
| MML Investors Services, LLC | 0.00% | Reduce -22.1% | 2,271 | $211K |
| Ceeto Capital Group, LLC | 0.08% | Reduce -0.0% | 2,258 | $210K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -0.4% | 2,196 | $204K |
| Hamilton Wealth, LLC | 0.05% | No change | 2,178 | $202K |
| Southeast Asset Advisors, LLC | 0.02% | No change | 2,157 | $200K |
| Point72 Hong Kong Ltd | 0.01% | New | 2,103 | $195K |
| NewEdge Advisors, LLC | 0.00% | Reduce -51.1% | 1,992 | $185K |
| Larson Financial Group LLC | 0.01% | Add +22885.7% | 1,609 | $149K |
| American National Bank & Trust | 0.02% | New | 1,500 | $139K |
| Shell Asset Management Co. | 0.01% | New | 1,479 | $137K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +11.0% | 1,458 | $135K |
| Central Pacific Bank - Trust Division | 0.02% | Reduce -21.7% | 1,440 | $134K |
| Stonebridge Financial Group, LLC | 0.01% | No change | 1,374 | $127K |
| Aster Capital Management (DIFC) Ltd | 0.02% | Add +3515.2% | 1,193 | $120K |
| GAMMA Investing LLC | 0.01% | Add +68.2% | 1,172 | $109K |
| Caldwell Trust Co | 0.01% | No change | 1,121 | $104K |
| Bfsg, LLC | 0.01% | No change | 1,100 | $102K |
| Harvest Fund Management Co., Ltd | 0.00% | New | 982 | $91K |
| CI Investments Inc. | 0.00% | Add +5.6% | 959 | $89K |
| Fifth Third Bancorp | 0.00% | Add +102.1% | 956 | $89K |
| IFP Advisors, Inc | 0.00% | Add +14.2% | 943 | $87K |
| Coldstream Capital Management Inc. | 0.00% | New | 920 | $85K |
| Blue Trust, Inc. | 0.00% | Add +0.3% | 882 | $82K |
| Allworth Financial LP | 0.00% | Reduce -1.6% | 897 | $81K |
| Bayforest Capital Ltd | 0.03% | Add +253.3% | 756 | $70K |
| Collier Financial | 0.06% | New | 743 | $69K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -63.7% | 721 | $67K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.00% | New | 720 | $67K |
| Smartleaf Asset Management LLC | 0.01% | Add +1103.5% | 698 | $64K |
| Summit Securities Group LLC | 0.04% | Add +81.5% | 688 | $64K |
| Trust Co. of Vermont | 0.00% | No change | 650 | $60K |
| Huntington National Bank | 0.00% | Add +10.6% | 618 | $57K |
| Optiver Holding B.V. | 0.00% | New | 614 | $57K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +181.7% | 586 | $54K |
| Nomura Asset Management Co. Ltd. | 0.00% | Add +11.5% | 580 | $54K |
| Versant Capital Management, Inc | 0.01% | Add +577.4% | 569 | $53K |
| Spire Wealth Management | 0.00% | Add +0.6% | 504 | $47K |
| Flaharty Asset Management, LLC | 0.01% | New | 490 | $45K |
| Sound Income Strategies, LLC | 0.00% | No change | 480 | $45K |
| Wealth Advisors of Tampa Bay, LLC | 0.02% | New | 435 | $40K |
| Danske Bank A/S | 0.00% | No change | 400 | $37K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -53.8% | 385 | $36K |
| Oakworth Capital, Inc. | 0.00% | No change | 378 | $35K |
| Rise Advisors, LLC | 0.01% | New | 351 | $33K |
| Salomon & Ludwin, LLC | 0.00% | No change | 325 | $30K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 285 | $26K |
| Jones Financial Companies LLLP | 0.00% | Add +72.4% | 269 | $25K |
| Brooklyn Investment Group | 0.00% | New | 235 | $22K |
| Arax Advisory Partners | 0.00% | Add +16.0% | 196 | $18K |
| Farther Finance Advisors, LLC | 0.00% | Add +177.1% | 194 | $18K |
| Mather Group, Llc. | 0.00% | No change | 187 | $17K |
| Capital Advisors, Ltd. LLC | 0.00% | Add +7.9% | 164 | $15K |
| City State Bank | 0.00% | No change | 150 | $14K |
| Geneos Wealth Management Inc. | 0.00% | No change | 148 | $14K |
| AlphaQuest LLC | 0.00% | New | 136 | $13K |
| Rothschild Investment LLC | 0.00% | Add +91.4% | 134 | $12K |
| Carolinas Wealth Consulting LLC | 0.00% | Reduce -0.8% | 125 | $12K |
| Godsey & Gibb, Inc. | 0.00% | No change | 120 | $11K |
| Fortitude Family Office, LLC | 0.00% | Add +110.5% | 120 | $11K |
| Hemington Wealth Management | 0.00% | Add +14.3% | 128 | $11K |
| ORG Partners LLC | 0.00% | New | 108 | $10K |
| Lindbrook Capital, LLC | 0.00% | Reduce -15.3% | 100 | $9K |
| Parallel Advisors, LLC | 0.00% | Add +33.8% | 99 | $9K |
| Covestor Ltd | 0.01% | Add +1.0% | 101 | $9K |
| Red Tortoise LLC | 0.00% | New | 93 | $9K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 85 | $8K |
| Principal Securities, Inc. | 0.00% | No change | 74 | $7K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 75 | $7K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -87.0% | 67 | $6K |
| Cary Street Partners Investment Advisory LLC | 0.00% | Add +235.0% | 67 | $6K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +116.7% | 65 | $6K |
| Simplex Trading, LLC | 0.00% | Reduce -75.7% | 73 | $6K |
| Key Financial Inc | 0.00% | No change | 58 | $5K |
| Quarry LP | 0.00% | New | 54 | $5K |
| Bokf, NA | 0.00% | No change | 50 | $5K |
| Amundi | 0.00% | Add +35.9% | 53 | $4K |
| Bell Investment Advisors, Inc | 0.00% | Add +25.7% | 44 | $4K |
| North Star Investment Management Corp. | 0.00% | No change | 44 | $4K |
| Private Wealth Management Group, LLC | 0.00% | Add +135.3% | 40 | $4K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -9.1% | 40 | $4K |
| Rialto Wealth Management, LLC | 0.00% | New | 33 | $3K |
| Global Financial Private Client, LLC | 0.00% | Add +17.9% | 33 | $3K |
| Stephens Consulting, LLC | 0.00% | New | 30 | $3K |
| NFSG Corp | 0.00% | No change | 24 | $2K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -14.3% | 24 | $2K |
| Activest Wealth Management | 0.00% | New | 23 | $2K |
| N.E.W. Advisory Services LLC | 0.00% | New | 23 | $2K |
| SJS Investment Consulting Inc. | 0.00% | Add +21.4% | 17 | $2K |
| Private Wealth Asset Management, LLC | 0.00% | — | 15 | $1K |
| True Wealth Design, LLC | 0.00% | New | 14 | $1K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | Reduce -50.0% | 13 | $1K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 11 | $1K |
| American Capital Advisory, LLC | 0.00% | New | 7 | $650 |
| AdvisorNet Financial, Inc | 0.00% | New | 7 | $650 |
| CVA Family Office, LLC | 0.00% | New | 6 | $557 |
| SBI Securities Co., Ltd. | 0.00% | New | 6 | $557 |
| WealthTrak Capital Management LLC | 0.00% | No change | 5 | $465 |
| Bogart Wealth, LLC | 0.00% | New | 5 | $464 |
| Transce3nd, LLC | 0.00% | New | 4 | $371 |
| NewSquare Capital LLC | 0.00% | No change | 4 | $371 |
| Principia Wealth Advisory, LLC | 0.00% | New | 4 | $349 |
| Fuller & Thaler Asset Management, Inc. | 0.00% | Reduce -60.0% | 4 | $346 |
| Private Trust Co. NA | 0.00% | Reduce -97.6% | 3 | $278 |
| Assetmark, Inc. | 0.00% | No change | 3 | $278 |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 2 | $186 |
| Parkworth Wealth Management, Inc. | 0.00% | No change | 2 | $186 |
| HFM Investment Advisors, LLC | 0.00% | — | 2 | $186 |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -98.0% | 1 | $93 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $93 |
| Hexagon Capital Partners LLC | 0.00% | New | 1 | $93 |
| Bay Harbor Wealth Management, LLC | 0.00% | New | 1 | $92 |
"% of holder's portfolio" is SSB's weight in each manager's 13F, not the share of Southstate Bank Corp. the manager owns.