Southstate BankSSB
13F holders, Q3 2025 (September 30)40holders −443
4new positions
81sold out
$98.79avg. 13F price*
At the end of Q3 2025, 40 institutions reported holding Southstate Bank Corp. (SSB) in their 13F filings, down 443 from Q2 2025. 4 opened new positions and 81 sold out. The largest holders were Private Management Group Inc. ($10.3M), Cwm, LLC ($4.5M) and Wealth Enhancement Advisory Services, LLC ($4.2M).
- Company
- Southstate Bank Corp.
- CUSIP
- 840441109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $2.1M |
| Exits | 81 | $385.8M |
All 13F filers, Q2 2025 → Q3 2025: 73,235 shares bought and 4,252,960 shares sold, net −4,179,725 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 40 holders
| Private Management Group Inc. | 0.31% | Reduce -0.7% | 104,037 | $10.3M |
| Cwm, LLC | 0.01% | Add +294.5% | 45,644 | $4.5M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +34.1% | 42,023 | $4.2M |
| Polaris Capital Management, LLC | 0.18% | No change | 28,361 | $2.8M |
| Waverly Advisors, LLC | 0.02% | Add +6.9% | 19,962 | $2.0M |
| Oliver Luxxe Assets LLC | 0.29% | New | 18,601 | $1.8M |
| Howard Financial Services, LTD. | 0.20% | No change | 16,149 | $1.6M |
| HBK Sorce Advisory LLC | 0.04% | Add +0.1% | 16,472 | $1.6M |
| Donald L. Hagan, LLC | 0.72% | No change | 14,734 | $1.5M |
| Signaturefd, LLC | 0.02% | Add +0.5% | 12,534 | $1.2M |
| Liberty One Investment Management, LLC | 0.07% | Add +37.3% | 12,294 | $1.2M |
| Investors Research Corp | 0.22% | No change | 12,084 | $1.2M |
| Burkett Financial Services, LLC | 0.35% | Add +0.6% | 10,234 | $1.0M |
| Lummis Asset Management, LP | 0.61% | Reduce -0.7% | 9,328 | $922K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -4.0% | 8,806 | $871K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 8,493 | $840K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | No change | 7,936 | $785K |
| SouthState Bank Corp | 0.03% | Reduce -86.5% | 7,638 | $755K |
| Osaic Holdings, Inc. | 0.00% | Reduce -41.6% | 7,001 | $715K |
| Cutler Capital Management, LLC | 0.22% | No change | 5,688 | $562K |
| Verdence Capital Advisors LLC | 0.03% | Add +4.7% | 5,687 | $514K |
| Doliver Advisors, LP | 0.13% | Reduce -1.0% | 5,133 | $508K |
| First City Capital Management, Inc. | 0.26% | Reduce -1.3% | 4,801 | $475K |
| King Luther Capital Management Corp. | 0.00% | Add +31.9% | 4,137 | $409K |
| Mainsail Asset Management, LLC | 0.15% | Add +2.7% | 3,552 | $351K |
| Chicago Partners Investment Group LLC | 0.01% | Add +22.8% | 3,547 | $318K |
| Wedmont Private Capital | 0.01% | Add +1.0% | 2,749 | $275K |
| Trail Ridge Investment Advisors, LLC | 0.12% | No change | 2,762 | $273K |
| NorthCrest Asset Manangement, LLC | 0.01% | New | 2,571 | $257K |
| Abacus Planning Group, Inc. | 0.03% | No change | 2,286 | $226K |
| IFP Advisors, Inc | 0.00% | Reduce -10.1% | 868 | $86K |
| Blue Trust, Inc. | 0.00% | Reduce -44.4% | 551 | $54K |
| Wealthspire Advisors, LLC | 0.00% | New | 317 | $31K |
| Harvest Fund Management Co., Ltd | 0.00% | No change | 192 | $19K |
| Global Retirement Partners, LLC | 0.00% | Add +3.4% | 182 | $18K |
| Mather Group, Llc. | 0.00% | New | 166 | $16K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 164 | $16K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 11 | $1K |
| Larson Financial Group LLC | 0.00% | Reduce -14.3% | 6 | $593 |
| Huntington National Bank | 0.00% | Reduce -99.9% | 1 | $102 |
"% of holder's portfolio" is SSB's weight in each manager's 13F, not the share of Southstate Bank Corp. the manager owns.