Southstate BankSSB

13F holders, Q3 2025 (September 30)
447holders +445
78new positions
0sold out
8famous investors
$98.83avg. 13F price*

At the end of Q3 2025, 447 institutions reported holding Southstate Bank Corp. (SSB) in their 13F filings, up 445 from Q2 2025. 78 opened new positions and 0 sold out. The largest holders were Vanguard Group Inc. ($1.1B), BlackRock, Inc. ($948.7M) and Dimensional Fund Advisors LP ($461.4M). 8 famous investors held it, including Ken Griffin (0.2% of Citadel Advisors's portfolio), Steve Cohen (0.1% of Point72 Asset Management's portfolio) and Israel Englander (0.1% of Millennium Management's portfolio).

Company
Southstate Bank Corp.
CUSIP
84472E102
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600 Q1 2024: 1Q1 2024Q2 2024: 1Q2 2024Q1 2025: 1Q1 2025Q2 2025: 2Q2 2025Q3 2025: 447Q3 2025Q4 2025: 480Q4 2025Q1 2026: 509Q1 2026Q2 2026: 554Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions78$125.7M
Exits0$0

All 13F filers, Q2 2025 → Q3 2025: 7,581,334 shares bought and 5,600,307 shares sold, net +1,981,027 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 447 holders

Vanguard Group Inc. 0.02% Add +1.2% 10,775,431 $1.1B
BlackRock, Inc. 0.02% Add +4.3% 9,595,340 $948.7M
Dimensional Fund Advisors LP 0.10% Add +1.9% 4,666,617 $461.4M
State Street Corp. 0.01% Reduce -3.6% 3,923,640 $387.9M
T. Rowe Price Investment Management, Inc. 0.21% Reduce -5.0% 3,414,843 $337.6M
FMR LLC 0.01% Reduce -13.8% 2,192,157 $216.7M
Citadel Advisors 0.15% Reduce -6.5% 1,908,392 $188.7M
American Century Companies Inc. 0.09% Reduce -4.7% 1,856,766 $183.6M
Geode Capital Management, LLC 0.01% Add +2.2% 1,780,052 $176.0M
Morgan Stanley 0.01% Add +2.2% 1,776,796 $175.7M
Victory Capital Management Inc. 0.10% Reduce -4.4% 1,741,898 $172.2M
Capital Research Global Investors 0.03% Reduce -1.6% 1,671,501 $165.3M
Capital International Investors 0.03% No change 1,620,981 $160.3M
Franklin Resources Inc. 0.04% Reduce -9.3% 1,607,941 $159.0M
Invesco Ltd. 0.02% Add +35.6% 1,591,034 $157.3M
Earnest Partners LLC 0.58% Reduce -4.3% 1,350,348 $133.5M
Westwood Holdings Group Inc. 0.92% Add +11992.2% 1,279,956 $126.5M
AQR Capital Management 0.08% Add +269.4% 1,219,079 $120.5M
Charles Schwab Investment Management Inc. 0.02% Add +1.0% 1,189,630 $117.6M
Allspring Global Investments Holdings, LLC 0.18% Reduce -0.1% 1,119,889 $110.3M
Bank of New York Mellon Corp 0.02% Reduce -13.3% 1,054,721 $104.3M
Millennium Management 0.08% Reduce -5.8% 1,032,425 $102.1M
Goldman Sachs Group Inc. 0.01% Reduce -1.4% 979,347 $96.8M
First Trust Advisors LP 0.07% Add +16.4% 881,509 $87.2M
Northern Trust Corp. 0.01% Reduce -3.4% 846,645 $83.7M
Manufacturers Life Insurance Company, The 0.07% Reduce -12.0% 834,014 $82.5M
Wellington Management Group LLP 0.01% Reduce -22.5% 830,742 $82.1M
Segall Bryant & Hamill, LLC 0.88% Add +3.4% 669,569 $66.2M
Holocene Advisors, LP 0.14% Add +34.2% 624,573 $61.8M
Capital World Investors 0.01% No change 620,509 $61.3M
Bank of America Corp. 0.00% Reduce -22.4% 618,427 $61.1M
Fisher Asset Management 0.02% Reduce -23.6% 607,254 $60.0M
Point72 Asset Management 0.13% Add +72.6% 548,573 $54.2M
FJ Capital Management LLC 5.57% Reduce -24.8% 527,942 $52.2M
Select Equity Group, L.P. 0.21% New 503,341 $49.8M
Qube Research & Technologies Ltd 0.07% Reduce -45.0% 488,635 $48.3M
UBS Group AG 0.01% Add +109.7% 460,249 $45.5M
Loomis Sayles & Co. L P 0.05% Add +79.3% 402,918 $39.8M
Ceredex Value Advisors LLC 0.90% Add +139.2% 392,750 $38.8M
JPMorgan Chase & Co. 0.00% Add +4.7% 381,059 $37.7M
Verition Fund Management LLC 0.22% Add +426.9% 380,598 $37.6M
Nuveen, LLC 0.01% Add +55.3% 342,504 $33.9M
Sei Investments Co. 0.03% Add +39.1% 318,360 $31.5M
Bessemer Group Inc. 0.04% Add +3.2% 284,727 $28.2M
Bank of Montreal 0.01% Add +2256.9% 269,088 $26.6M
Rhumbline Advisers 0.02% Add +1.1% 268,886 $26.6M
Retirement Systems of Alabama 0.09% Add +121.3% 266,286 $26.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Reduce -45.1% 261,694 $25.9M
Fort Washington Investment Advisors Inc. 0.13% Add +52.6% 250,083 $24.7M
Stieven Capital Advisors, L.P. 4.60% Add +9.0% 246,900 $24.4M
Alliancebernstein L.P. 0.01% Reduce -4.2% 235,630 $23.3M
Principal Financial Group Inc. 0.01% Add +0.6% 224,709 $22.2M
Adage Capital Partners Gp, L.L.C. 0.04% Add +28.8% 223,800 $22.1M
Prospector Partners LLC 2.62% Add +1.0% 216,967 $21.5M
Swiss National Bank 0.01% Add +1.6% 196,730 $19.5M
Kennedy Capital Management LLC 0.42% Reduce -18.9% 190,399 $18.8M
HighTower Advisors, LLC 0.02% Add +16.1% 188,644 $18.7M
Barclays PLC 0.01% Add +57.1% 183,470 $18.1M
Algebris (uk) Ltd. 1.99% Add +144.0% 174,572 $17.2M
California Public Employees Retirement System 0.01% Add +8.3% 170,156 $16.8M
Marshall Wace, LLP 0.02% New 164,921 $16.3M
Arrowstreet Capital, Limited Partnership 0.01% Add +153.5% 160,430 $15.9M
Legal & General Group Plc 0.00% Reduce -3.0% 159,645 $15.8M
State of Wisconsin Investment Board 0.04% Add +33.5% 156,485 $15.5M
Deprince Race & Zollo Inc. 0.29% Add +4.5% 147,680 $14.6M
Maltese Capital Management LLC 2.17% Add +16.3% 142,500 $14.1M
Raymond James Financial Inc. 0.00% Reduce -12.5% 134,648 $13.3M
Ameriprise Financial Inc. 0.00% Reduce -1.1% 133,178 $13.2M
Jane Street Group, LLC 0.02% Reduce -82.5% 132,160 $13.1M
Jain Global LLC 0.17% Reduce -48.0% 125,153 $12.4M
Envestnet Asset Management Inc. 0.00% Reduce -2.8% 124,173 $12.3M
Mutual of America Capital Management LLC 0.13% Reduce -2.8% 122,346 $12.1M
Royal Bank of Canada 0.00% Reduce -14.2% 122,173 $12.1M
HSBC Holdings PLC 0.01% Add +0.5% 116,747 $11.4M
Channing Capital Management, LLC 0.30% Reduce -0.6% 113,371 $11.2M
New York State Common Retirement Fund 0.01% Add +8.4% 110,809 $11.0M
Basswood Capital Management, L.L.C. 0.49% Reduce -40.7% 107,184 $10.6M
Rafferty Asset Management, LLC 0.03% Reduce -14.8% 106,799 $10.6M
Russell Investments Group, Ltd. 0.01% Reduce -1.7% 99,675 $9.9M
California State Teachers Retirement System 0.01% Add +1.9% 95,642 $9.5M
STRS Ohio 0.03% Reduce -15.1% 91,954 $9.1M
Crawford Investment Counsel Inc. 0.15% Add +3.9% 91,030 $9.0M
Leeward Investments, LLC - MA 0.46% New 90,602 $9.0M
Gabelli Funds LLC 0.06% No change 90,494 $8.9M
Truist Financial Corp. 0.01% Reduce -30.1% 90,040 $8.9M
Wells Fargo & Company 0.00% Add +5.8% 83,972 $8.3M
Deutsche Bank AG 0.00% Add +155.5% 81,539 $8.1M
Silvercrest Asset Management Group LLC 0.05% Reduce -73.3% 80,114 $7.9M
Citigroup Inc. 0.01% Reduce -28.7% 79,370 $7.8M
T. Rowe Price Associates Inc. 0.00% Add +7.2% 76,431 $7.6M
Stifel Financial Corp. 0.01% Add +8.8% 73,364 $7.3M
Natixis Advisors, LLC 0.01% Add +205.6% 72,903 $7.2M
Edgestream Partners, L.P. 0.21% Add +31.4% 71,991 $7.1M
Synovus Financial Corp. 0.08% Reduce -1.3% 69,652 $6.9M
Voya Investment Management LLC 0.01% Reduce -22.8% 63,842 $6.3M
Two Sigma Investments, LP 0.01% Reduce -37.6% 60,477 $6.0M
Creative Planning 0.00% Add +55.9% 53,532 $5.3M
Vest Financial, LLC 0.07% Add +21.7% 52,708 $5.2M
Federated Hermes, Inc. 0.01% No change 50,025 $4.9M
TD Asset Management Inc 0.00% No change 50,008 $4.9M
Susquehanna International Group, LLP 0.01% Reduce -81.9% 49,678 $4.9M
Brant Point Investment Management LLC 1.08% Add +15.4% 49,372 $4.9M
SouthState Bank Corp 0.22% New 49,125 $4.9M
Wedge Capital Management L L P 0.08% Reduce -11.3% 48,653 $4.8M
GAMCO Investors 0.05% Reduce -0.2% 48,491 $4.8M
Advisory Research Inc. 0.62% Reduce -67.4% 47,870 $4.7M
Guggenheim Capital LLC 0.03% Reduce -8.6% 47,224 $4.7M
CIBC Private Wealth Group LLC 0.01% Add +0.1% 47,129 $4.7M
Public Employees Retirement System of Ohio 0.01% Add +0.9% 47,110 $4.7M
Boothbay Fund Management, LLC 0.12% Reduce -27.8% 46,969 $4.6M
Atom Investors LP 0.35% Reduce -54.0% 46,633 $4.6M
Amalgamated Bank 0.03% Add +2.7% 46,160 $4.6M
Cwm, LLC 0.01% New 45,644 $4.5M
Treasurer of the State of North Carolina 0.01% Reduce -3.8% 45,088 $4.5M
Janus Henderson Group PLC 0.00% Add +4.6% 44,574 $4.4M
Police & Firemen's Retirement System of New Jersey 0.04% Add +17.0% 44,380 $4.4M
Wealth Enhancement Advisory Services, LLC 0.01% New 42,023 $4.2M
State of Tennessee, Department of Treasury 0.01% No change 40,386 $4.0M
Ieq Capital, LLC 0.01% New 38,060 $3.8M
Martin & Co. Inc. 0.67% Add +1.8% 38,045 $3.8M
Curi Capital, LLC 0.07% Add +1.0% 37,736 $3.7M
Comerica Bank 0.01% Reduce -4.2% 36,977 $3.7M
Red Spruce Capital, LLC 1.47% Add +3.1% 36,355 $3.6M
Fifth Third Wealth Advisors LLC 0.13% Add +0.7% 36,314 $3.6M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Add +13.6% 36,264 $3.6M
Hunter Perkins Capital Management, LLC 0.78% No change 35,367 $3.5M
Thrivent Financial for Lutherans 0.01% Reduce -23.4% 35,180 $3.5M
Mariner, LLC 0.00% Add +85.1% 32,578 $3.2M
Captrust Financial Advisors 0.01% Add +24.8% 32,079 $3.2M
Yousif Capital Management, LLC 0.03% Reduce -4.2% 31,817 $3.1M
BIP Wealth, LLC 0.15% Reduce -4.2% 30,621 $3.0M
Arizona State Retirement System 0.02% Add +1.5% 30,033 $3.0M
Teachers Retirement System of the State of Kentucky 0.02% Reduce -41.5% 29,971 $3.0M
Quantinno Capital Management LP 0.01% Add +315.0% 29,577 $2.9M
Independent Advisor Alliance 0.07% Add +0.5% 28,291 $2.8M
Louisiana State Employees Retirement System 0.05% Add +1.8% 28,200 $2.8M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Reduce -7.9% 28,113 $2.8M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +2.7% 25,977 $2.6M
First National Bank of Omaha 0.16% Reduce -3.1% 25,500 $2.5M
Forest Hill Capital, LLC 1.45% No change 25,000 $2.5M
LPL Financial LLC 0.00% Reduce -1.7% 24,420 $2.4M
Teacher Retirement System of Texas 0.01% Add +9.2% 24,350 $2.4M
Beacon Pointe Advisors, LLC 0.02% Reduce -14.8% 24,194 $2.4M
State of Michigan Retirement System 0.01% Add +1.7% 24,100 $2.4M
Petiole USA ltd 1.61% Reduce -8.1% 23,625 $2.3M
State of New Jersey Common Pension Fund D 0.01% Reduce -21.6% 23,201 $2.3M
Handelsbanken Fonder AB 0.01% No change 23,038 $2.3M
Northwestern Mutual Investment Management Company, LLC 0.03% Add +2.6% 22,559 $2.2M
Pathstone Holdings, LLC 0.01% Reduce -3.3% 22,432 $2.2M
Cyndeo Wealth Partners, LLC 0.12% No change 22,062 $2.2M
Oppenheimer Asset Management Inc. 0.02% Reduce -1.3% 21,476 $2.1M
KLP Kapitalforvaltning As 0.01% Add +0.9% 21,215 $2.1M
PMC FIG Opportunities LLC 3.21% Reduce -22.1% 21,213 $2.1M
iSAM Funds (UK) Ltd 0.43% Reduce -17.8% 21,111 $2.1M
Oregon Public Employees Retirement Fund 0.03% Add +1.5% 20,401 $2.0M
New Mexico Educational Retirement Board 0.06% No change 20,000 $2.0M
Waverly Advisors, LLC 0.02% New 19,962 $2.0M
Dana Investment Advisors, Inc. 0.06% Add +5.3% 19,860 $2.0M
Catalyst Funds Management Pty Ltd 0.30% Reduce -25.0% 19,800 $2.0M
Landscape Capital Management, L.L.C. 0.12% Add +66.7% 19,777 $2.0M
PNC Financial Services Group, Inc. 0.00% Add +28.6% 19,524 $1.9M
Country Club Bank 0.11% New 19,341 $1.9M
Aquatic Capital Management LLC 0.04% Add +187.1% 19,243 $1.9M
Ameritas Investment Partners, Inc. 0.06% Reduce -0.8% 18,972 $1.9M
Continental Advisors LLC 1.24% No change 18,512 $1.8M
Montag A & Associates Inc. 0.08% No change 18,321 $1.8M
HB Wealth Management, LLC 0.01% Add +81.6% 18,097 $1.8M
Great Lakes Advisors, LLC 0.01% Reduce -49.9% 17,886 $1.8M
Anchor Investment Management, LLC 0.15% Add +0.2% 17,801 $1.8M
BNP Paribas Financial Markets 0.00% Add +71.2% 17,417 $1.7M
D. E. Shaw & Co. 0.00% Reduce -94.1% 17,410 $1.7M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% Reduce -13.9% 17,400 $1.7M
Mercer Global Advisors Inc. 0.00% Add +153.4% 17,383 $1.7M
Assenagon Asset Management S.A. 0.00% New 17,171 $1.7M
Corient Private Wealth LP 0.00% Reduce -2.8% 17,109 $1.7M
Dark Forest Capital Management LP 0.06% New 16,755 $1.7M
Ensign Peak Advisors, Inc 0.00% Reduce -32.9% 16,556 $1.6M
Greenleaf Trust 0.01% Add +0.4% 16,498 $1.6M
Prudential Financial Inc. 0.00% Reduce -14.1% 16,486 $1.6M
Nicholas Hoffman & Company, LLC. 0.04% Add +0.6% 16,416 $1.6M
Cetera Investment Advisers 0.00% Add +13.5% 16,159 $1.6M
Howard Financial Services, LTD. 0.20% New 16,149 $1.6M
HBK Sorce Advisory LLC 0.04% New 16,472 $1.6M
MAI Capital Management 0.01% Reduce -0.8% 16,130 $1.6M
Balyasny Asset Management L.P. 0.00% Reduce -91.5% 15,802 $1.6M
Linscomb Wealth, Inc. 0.07% No change 15,659 $1.5M
New York State Teachers Retirement System 0.00% No change 15,427 $1.5M
Pictet Asset Management Holding SA 0.00% Reduce -3.5% 15,190 $1.5M
Laurel Wealth Advisors LLC 0.21% Reduce -3.7% 15,029 $1.5M
Algert Global LLC 0.02% New 15,000 $1.5M
Arax Advisory Partners 0.02% Add +8802.4% 14,867 $1.5M
Ashton Thomas Private Wealth, LLC 0.04% New 14,822 $1.5M
Pacer Advisors, Inc. 0.00% New 13,433 $1.3M
State Board of Administration of Florida Retirement System 0.00% Add +66.8% 13,215 $1.3M
Man Group plc 0.00% Reduce -47.3% 13,118 $1.3M
Ferguson Shapiro LLC 0.42% No change 13,000 $1.3M
Cerity Partners LLC 0.00% Add +325.2% 12,776 $1.3M
Signaturefd, LLC 0.02% New 12,534 $1.2M
World Investment Advisors 0.03% Add +183.2% 12,531 $1.2M
Zurich Insurance Group Ltd 0.01% New 12,400 $1.2M
Salem Investment Counselors Inc. 0.03% No change 12,347 $1.2M
Tributary Capital Management, LLC 0.11% Reduce -18.1% 11,863 $1.2M
Campbell & CO Investment Adviser LLC 0.09% Reduce -82.5% 11,755 $1.2M
SG Americas Securities, LLC 0.00% Reduce -14.7% 11,360 $1.1M
Huber Capital Management LLC 0.18% No change 11,293 $1.1M
Xponance LLC 0.01% Add +0.7% 11,241 $1.1M
Commonwealth Equity Services, LLC 0.00% Reduce -0.5% 10,989 $1.1M
State of Alaska, Department of Revenue 0.01% Reduce -1.4% 10,887 $1.1M
Cambridge Investment Research Advisors, Inc. 0.00% Add +3.4% 10,503 $1.0M
Summit Wealth Partners, LLC 0.19% No change 10,483 $1.0M
Vanguard Personalized Indexing Management, LLC 0.01% Add +5.5% 10,470 $1.0M
Spirepoint Private Client, LLC 0.11% Add +1.8% 10,364 $1.0M
KDK Private Wealth Management, LLC 1.03% No change 10,305 $1.0M
Concurrent Investment Advisors, LLC 0.02% Add +0.6% 9,895 $978K
Sfmg, LLC 0.07% Add +0.1% 9,868 $976K
Brown Brothers Harriman & Co. 0.01% No change 9,704 $959K
O'shaughnessy Asset Management, LLC 0.00% Add +74.1% 8,495 $840K
Carlson Capital, L.P. 0.45% Reduce -49.1% 8,100 $801K
Canada Pension Plan Investment Board 0.00% New 8,100 $801K
Sterling Capital Management LLC 0.01% Add +0.5% 8,021 $793K
U.S. Capital Wealth Advisors, LLC 0.02% New 7,936 $785K
Emerald Mutual Fund Advisers Trust 0.04% No change 7,930 $784K
Securian Asset Management, Inc. 0.02% Add +1.1% 7,517 $743K
Sequoia Financial Advisors, LLC 0.00% Add +3.6% 7,290 $721K
Magnetar Financial LLC 0.00% Reduce -78.3% 7,277 $719K
West Paces Advisors Inc. 0.14% No change 7,200 $712K
Nicholson Wealth Management Group, LLC 0.41% Reduce -1.3% 7,111 $703K
Salzhauer Michael 0.36% No change 31,581 $699K
Cullen Capital Management, LLC 0.01% Reduce -4.1% 6,852 $678K
James Investment Research, Inc. 0.07% Add +20.6% 6,825 $675K
Natixis 0.00% New 6,820 $674K
Persistent Asset Partners Ltd 0.49% Reduce -27.4% 6,818 $674K
First National Advisers, LLC 0.09% Add +4.9% 6,773 $670K
SeaCrest Wealth Management, LLC 0.07% No change 6,665 $664K
Tiaa Trust, National Association 0.00% No change 6,697 $662K
Smith Chas P & Associates Pa Cpas 0.06% No change 6,660 $658K
Connable Office Inc. 0.06% No change 6,571 $650K
Federation des caisses Desjardins du Quebec 0.00% New 6,556 $648K
Colonial Trust Advisors 0.05% Reduce -1.0% 6,499 $643K
Sheets Smith Wealth Management 0.07% Add +1.8% 6,456 $638K
Hamilton Capital Partners Inc. 0.03% New 6,221 $615K
Merit Financial Group, LLC 0.01% New 6,017 $595K
AlphaQuest LLC 0.04% Reduce -34.9% 5,999 $593K
Lanark Financial, Inc. 0.05% Reduce -0.8% 5,914 $585K
Quadrant Capital Group LLC 0.02% Add +17.1% 5,876 $581K
Aigen Investment Management, LP 0.09% Reduce -61.5% 5,853 $579K
ProVise Management Group, LLC 0.04% No change 5,849 $578K
Henshaw Capital LLC 0.02% Reduce -39.6% 5,792 $573K
111 Capital 0.11% Reduce -41.7% 5,717 $565K
Keybank National Association 0.00% Add +2.7% 5,690 $563K
Minerva Advisors LLC 0.36% No change 5,661 $560K
Evergreen Capital Management LLC 0.01% Add +26.7% 5,491 $543K
CFO4Life Group, LLC 0.08% Add +1.2% 5,485 $542K
Sanctuary Advisors, LLC 0.00% Add +54.6% 5,405 $534K
Kestra Advisory Services, LLC 0.00% Reduce -9.8% 5,303 $524K
Trust Point Inc. 0.04% Add +0.7% 5,302 $524K
Utah Retirement Systems 0.01% No change 5,301 $524K
Verdence Capital Advisors LLC 0.03% New 5,687 $514K
Angel Oak Capital Advisors, LLC 0.40% No change 5,200 $514K
Doliver Advisors, LP 0.13% New 5,133 $508K
NJ State Employees Deferred Compensation Plan 0.05% No change 5,000 $494K
Northwestern Mutual Wealth Management Co. 0.00% Add +1.0% 4,950 $489K
Maryland State Retirement & Pension System 0.01% No change 4,874 $482K
Elevation Point Wealth Partners, LLC 0.03% Add +1554.4% 4,864 $481K
Vestmark Advisory Solutions, Inc. 0.01% New 4,864 $481K
NewEdge Advisors, LLC 0.00% Add +14.7% 4,845 $479K
Park Avenue Securities LLC 0.00% New 4,839 $478K
First City Capital Management, Inc. 0.26% New 4,801 $475K
Stephens Inc. 0.01% Reduce -0.4% 4,784 $473K
Cornerstone Management, Inc. 0.08% No change 4,704 $465K
Black Diamond Financial, LLC 0.05% No change 4,704 $465K
Swiss Life Asset Management Ltd 0.00% Add +77.0% 4,637 $458K
Janney Montgomery Scott LLC 0.00% No change 4,636 $458K
F/m Investments LLC 0.02% Reduce -2.8% 4,596 $454K
Two Sigma Advisers, LP 0.00% Reduce -63.9% 4,592 $454K
Fiduciary Trust Co 0.01% Reduce -2.6% 4,555 $450K
J.W. Cole Advisors, Inc. 0.01% Reduce -0.8% 4,555 $450K
Ingalls & Snyder LLC 0.01% No change 4,445 $439K
Savant Capital, LLC 0.00% Add +9.7% 4,435 $438K
Freestone Grove Partners LP 0.00% New 4,370 $432K
Vise Technologies, Inc. 0.02% Add +15.6% 4,350 $430K
ProShare Advisors LLC 0.00% Reduce -1.4% 4,305 $426K
Forum Financial Management, LP 0.01% Add +19.9% 4,279 $423K
Pitcairn Co. 0.03% Reduce -27.7% 4,217 $417K
Caerus Investment Advisors, LLC 0.17% New 4,170 $412K
SageView Advisory Group, LLC 0.01% Add +0.5% 3,981 $394K
Ethic Inc. 0.01% Reduce -20.1% 3,898 $385K
Integrated Investment Consultants, LLC 0.06% No change 3,870 $383K
Requisite Capital Management, LLC 0.06% Add +21.0% 3,860 $382K
Peak Asset Management, LLC 0.07% New 3,777 $373K
Farringdon Capital, Ltd. 0.09% New 3,736 $369K
Choreo, LLC 0.00% Reduce -2.4% 3,599 $356K
Peachtree Investment Partners, LLC 0.12% No change 3,575 $353K
United Capital Financial Advisors, LLC 0.00% Reduce -13.6% 3,560 $352K
Mainsail Asset Management, LLC 0.15% New 3,552 $351K
Forvis Mazars Wealth Advisors, LLC 0.01% New 3,499 $346K
Shelton Capital Management 0.01% No change 3,482 $344K
Wolverine Trading, LLC 0.01% New 3,460 $344K
DMC Group, LLC 0.23% No change 3,421 $338K
Icon Wealth Advisors, LLC 0.02% Add +0.6% 3,376 $334K
Profund Advisors LLC 0.01% Add +2.5% 3,344 $331K
Crossmark Global Holdings, Inc. 0.00% Reduce -40.2% 3,325 $329K
Pallas Capital Advisors LLC 0.01% New 3,295 $326K
Chicago Partners Investment Group LLC 0.01% New 3,547 $318K
Segment Wealth Management, LLC 0.02% Add +0.6% 3,207 $317K
&partners 0.00% New 3,191 $316K
Bragg Financial Advisors, Inc 0.01% No change 3,181 $315K
Blair William & Co. 0.00% Add +15.2% 3,159 $312K
Focus Partners Advisor Solutions, LLC 0.00% New 3,224 $312K
NorthRock Partners, LLC 0.01% New 3,153 $312K
CIBC Asset Management Inc 0.00% No change 3,151 $312K
Vident Advisory, LLC 0.00% No change 3,146 $311K
KBC Group NV 0.00% Add +31.1% 3,146 $311K
Brighton Jones LLC 0.01% New 3,135 $310K
Inspire Investing, LLC 0.03% Add +0.6% 3,095 $306K
Perigon Wealth Management, LLC 0.01% New 3,094 $306K
Bison Wealth, LLC 0.03% Add +0.5% 3,427 $304K
Callahan Advisors, LLC 0.03% No change 3,000 $297K
Weil Company, Inc. 0.07% No change 2,970 $294K
Machina Capital S.A.S. 0.05% New 2,965 $293K
FORA Capital, LLC 0.05% Reduce -83.8% 2,960 $293K
Ritholtz Wealth Management 0.01% New 2,877 $284K
Hancock Whitney Corp. 0.01% Reduce -25.0% 2,871 $284K
Johnson Investment Counsel Inc. 0.00% No change 2,842 $281K
Rothschild Investment LLC 0.02% New 2,795 $276K
Wedmont Private Capital 0.01% New 2,749 $275K
Hanover Advisors Inc. 0.11% No change 2,780 $275K
Trail Ridge Investment Advisors, LLC 0.12% New 2,762 $273K
Savvy Advisors, Inc. 0.01% New 2,749 $272K
Baird Financial Group, Inc. 0.00% Add +10.4% 2,704 $267K
Osaic Holdings, Inc. 0.00% New 2,679 $266K
IFG Advisory, LLC 0.01% Add +0.5% 2,685 $266K
M&T Bank Corp 0.00% Add +0.4% 2,675 $264K
NorthCoast Asset Management LLC 0.00% New 2,654 $262K
Keyes, Stange & Wooten Wealth Management, LLC 0.13% Reduce -7.1% 2,643 $261K
Panagora Asset Management Inc. 0.00% No change 2,632 $260K
EverSource Wealth Advisors, LLC 0.01% Add +37.6% 2,628 $260K
Compound Planning, Inc. 0.01% New 2,610 $258K
Coldstream Capital Management Inc. 0.00% New 2,605 $258K
NorthCrest Asset Manangement, LLC 0.01% New 2,571 $257K
William Blair Investment Management, LLC 0.00% Reduce -5.0% 2,587 $256K
Summit Trail Advisors, LLC 0.00% New 2,564 $254K
Tower Research Capital LLC (TRC) 0.01% Reduce -96.0% 2,515 $249K
Neuberger Berman Group LLC 0.00% Reduce -51.1% 2,506 $248K
B. Riley Wealth Advisors, Inc. 0.01% Add +4.9% 2,480 $245K
Mill Capital Management, LLC 0.02% No change 2,439 $241K
Builder Investment Group Inc. 0.05% No change 2,422 $239K
FourThought Financial Partners, LLC 0.02% Reduce -21.7% 2,405 $238K
Meiji Yasuda Asset Management Co Ltd. 0.01% No change 2,361 $233K
Leavell Investment Management, Inc. 0.01% New 2,355 $233K
Biltmore Family Office, LLC 0.03% No change 2,336 $231K
Tudor Investment Corporation 0.00% Reduce -96.7% 2,324 $230K
Moisand Fitzgerald Tamayo, LLC 0.03% No change 2,318 $229K
Abacus Planning Group, Inc. 0.03% New 2,286 $226K
Ceeto Capital Group, LLC 0.06% No change 2,258 $223K
MML Investors Services, LLC 0.00% Reduce -2.1% 2,229 $220K
Hamilton Wealth, LLC 0.04% No change 2,178 $215K
Southeast Asset Advisors, LLC 0.02% New 2,157 $213K
GAMMA Investing LLC 0.01% Add +11.1% 2,032 $201K
Allworth Financial LP 0.00% Add +44.8% 1,917 $190K
Rockefeller Capital Management L.P. 0.00% New 1,732 $171K
Nisa Investment Advisors, LLC 0.00% Reduce -0.6% 1,730 $171K
Aster Capital Management (DIFC) Ltd 0.08% Reduce -89.3% 1,568 $155K
US Bancorp \de 0.00% Reduce -79.0% 1,542 $152K
American National Bank & Trust 0.01% No change 1,500 $148K
Essential Partners LLC 0.04% Add +3253.7% 1,375 $136K
Advisory Services Network, LLC 0.00% New 1,224 $121K
TCTC Holdings, LLC 0.00% Reduce -80.0% 1,200 $119K
Fifth Third Bancorp 0.00% Reduce -2.9% 1,058 $105K
Bfsg, LLC 0.01% Reduce -6.4% 1,030 $102K
IFP Advisors, Inc 0.00% New 880 $87K
Huntington National Bank 0.00% New 876 $87K
Collier Financial 0.06% — 752 $74K
Johnson Financial Group, Inc. 0.00% New 730 $72K
BI Asset Management Fondsmaeglerselskab A/S 0.00% No change 720 $71K
CI Investments Inc. 0.00% Reduce -20.8% 704 $70K
Smartleaf Asset Management LLC 0.00% Add +9.6% 685 $68K
Trust Co. of Vermont 0.00% No change 650 $64K
First Horizon Corp. 0.00% — 636 $63K
Caldwell Trust Co 0.01% Reduce -44.6% 621 $61K
Danske Bank A/S 0.00% No change 600 $59K
Nomura Asset Management Co. Ltd. 0.00% No change 580 $57K
Ameritas Advisory Services, LLC 0.00% New 579 $57K
State of Wyoming 0.01% Add +356.0% 570 $56K
Blue Trust, Inc. 0.00% New 551 $54K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -0.4% 536 $53K
Jones Financial Companies LLLP 0.00% Add +12.3% 502 $51K
Measured Wealth Private Client Group, LLC 0.01% New 513 $51K
TFC Financial Management, Inc. 0.01% No change 499 $49K
Covestor Ltd 0.03% Add +385.1% 490 $49K
Sound Income Strategies, LLC 0.00% No change 480 $47K
Point72 Europe (London) LLP 0.00% New 439 $43K
Versant Capital Management, Inc 0.01% No change 429 $42K
Steward Partners Investment Advisory, LLC 0.00% Add +6.2% 395 $39K
True Wealth Design, LLC 0.01% Add +37700.0% 378 $37K
Oakworth Capital, Inc. 0.00% No change 378 $37K
Clearstead Advisors, LLC 0.00% Reduce -88.9% 357 $35K
Salomon & Ludwin, LLC 0.00% Add +8.6% 353 $35K
Rise Advisors, LLC 0.01% No change 351 $35K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 285 $28K
Quent Capital, LLC 0.00% New 190 $19K
Global Retirement Partners, LLC 0.00% New 182 $18K
Root Financial Partners, LLC 0.00% New 180 $18K
Mather Group, Llc. 0.00% New 166 $16K
Parallel Advisors, LLC 0.00% Add +18.0% 164 $16K
Capital Advisors, Ltd. LLC 0.00% New 164 $16K
City State Bank 0.00% No change 150 $15K
ORG Partners LLC 0.00% Add +38.1% 145 $14K
NFSG Corp 0.00% Add +0.7% 141 $14K
Fortitude Family Office, LLC 0.00% No change 140 $14K
Farther Finance Advisors, LLC 0.00% Add +6.1% 140 $14K
Hemington Wealth Management 0.00% Add +8.5% 128 $12K
Shell Asset Management Co. 0.00% Reduce -88.8% 125 $12K
Godsey & Gibb, Inc. 0.00% No change 120 $12K
Assetmark, Inc. 0.00% Add +103.5% 116 $11K
Red Tortoise LLC 0.00% No change 93 $9K
SOA Wealth Advisors, LLC. 0.00% Add +1.2% 86 $9K
Farmers & Merchants Investments Inc. 0.00% Add +5.1% 83 $8K
Optiver Holding B.V. 0.00% Add +720.0% 82 $8K
Key Financial Inc 0.00% No change 58 $6K
JPL Wealth Management, LLC 0.00% New 57 $6K
Point72 Asia (Singapore) Pte. Ltd. 0.00% New 49 $5K
Principal Securities, Inc. 0.00% Add +23.1% 48 $5K
Physician Wealth Advisors, Inc. 0.00% Add +17.5% 47 $5K
Bell Investment Advisors, Inc 0.00% No change 44 $4K
North Star Investment Management Corp. 0.00% No change 44 $4K
Private Wealth Management Group, LLC 0.00% No change 40 $4K
Imprint Wealth LLC 0.01% — 30 $3K
JFS Wealth Advisors, LLC 0.00% No change 25 $2K
Rialto Wealth Management, LLC 0.00% Add +12.5% 18 $2K
SJS Investment Consulting Inc. 0.00% No change 11 $1K
Hughes Financial Services, LLC 0.00% No change 12 $1K
Westfuller Advisors, LLC 0.00% New 11 $1K
Avion Wealth 0.00% Add +83.3% 11 $1K
Cromwell Holdings LLC 0.00% No change 8 $791
SBI Securities Co., Ltd. 0.00% No change 6 $593
HFM Investment Advisors, LLC 0.00% No change 5 $494
Bay Harbor Wealth Management, LLC 0.00% Add +25.0% 5 $494
Principia Wealth Advisory, LLC 0.00% No change 3 $297
Parkside Financial Bank & Trust 0.00% Reduce -89.3% 3 $297
Wealthspire Advisors, LLC 0.00% New 3 $297
Quest 10 Wealth Builders, Inc. 0.00% No change 2 $198
Tortoise Investment Management, LLC 0.00% New 2 $198
Annis Gardner Whiting Capital Advisors, LLC 0.00% No change 2 $198
Caitong International Asset Management Co., Ltd 0.00% No change 1 $99
IMA Advisory Services, Inc. 0.00% No change 1 $99
Cloud Capital Management, LLC 0.00% New 10 $0

"% of holder's portfolio" is SSB's weight in each manager's 13F, not the share of Southstate Bank Corp. the manager owns.