Vault-13

SOUTHSTATE CORPORATION SSB

COM · Common Stock · CUSIP 840441109

485 institutional holders +28 vs Q1 2025
85,716,98085.7m shares reported held*
$7.9bnreported value*
71 new 164 added 150 reduced 43 sold out net sold ≈ $311.1m (-3.4m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($23.8m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $92.07. Options: 4 managers hold calls ($1.6m notional), 3 hold puts ($2.0m).

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

0200400600Q3 22: 335Q4 22: 352Q1 23: 341Q2 23: 327Q3 23: 331Q4 23: 357Q1 24: 364Q2 24: 376Q3 24: 385Q4 24: 419Q1 25: 457Q2 25: 485485Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 2022335
Q4 2022352
Q1 2023341
Q2 2023327
Q3 2023331
Q4 2023357
Q1 2024364
Q2 2024376
Q3 2024385
Q4 2024419
Q1 2025457
Q2 2025485

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
4000400Q3 23: 137 bought or addedQ3 23: 137 cut or sold outQ4 23: 144 bought or addedQ4 23: 145 cut or sold outQ4 23Q1 24: 131 bought or addedQ1 24: 170 cut or sold outQ2 24: 177 bought or addedQ2 24: 152 cut or sold outQ2 24Q3 24: 166 bought or addedQ3 24: 172 cut or sold outQ4 24: 183 bought or addedQ4 24: 156 cut or sold outQ4 24Q1 25: 295 bought or addedQ1 25: 127 cut or sold outQ2 25: 235 bought or addedQ2 25: 193 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 2023137137
Q4 2023144145
Q1 2024131170
Q2 2024177152
Q3 2024166172
Q4 2024183156
Q1 2025295127
Q2 2025235193

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$1m$2m$3mQ3 24 calls: $2.8mQ3 24 puts: $2.2mQ3 24P/C 0.79Q4 24 calls: $2.1mQ4 24 puts: $1.8mQ4 24P/C 0.87Q1 25 calls: $1.3mQ1 25 puts: $860.6kQ1 25P/C 0.65Q2 25 calls: $1.6mQ2 25 puts: $2.0mQ2 25P/C 1.24
Numbers
QuarterCallsPutsP/C
Q3 2024$2.8m$2.2m0.79
Q4 2024$2.1m$1.8m0.87
Q1 2025$1.3m$860.6k0.65
Q2 2025$1.6m$2.0m1.24

Biggest buyers

CITADEL ADVISORS LLC Added +1,444,317+1.4m
Qube Research & Technologies Ltd New +888,507+888.5k
MILLENNIUM MANAGEMENT LLC Added +812,148+812.1k
JANE STREET GROUP, LLC Added +672,721+672.7k
Invesco Ltd. Added +558,252+558.3k
HRT FINANCIAL LP New +292,261+292.3k
D. E. Shaw & Co., Inc. Added +273,359+273.4k
Bank of New York Mellon Corp Added +253,178+253.2k
Jain Global LLC New +240,451+240.5k
NORGES BANK Added +216,614+216.6k

Biggest sellers

BlackRock, Inc. Reduced -3,353,283-3.4m
WESTWOOD HOLDINGS GROUP INC Reduced -979,950-980.0k
GEODE CAPITAL MANAGEMENT, LLC Reduced -767,193-767.2k
Channing Capital Management, LLC Reduced -756,199-756.2k
FMR LLC Reduced -747,017-747.0k
MACQUARIE GROUP LTD Reduced -671,764-671.8k
STATE STREET CORP Reduced -643,022-643.0k
NORTHERN TRUST CORP Reduced -495,064-495.1k
Nuveen, LLC Reduced -449,914-449.9k
VANGUARD GROUP INC Reduced -434,505-434.5k

Biggest calls

CITADEL ADVISORS LLC Reduced $855.9k9.3k shares
SIMPLEX TRADING, LLC New $478.0k5.2k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $257.7k2.8k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP New $1.8m19.9k shares
SIMPLEX TRADING, LLC Added $138.0k1.5k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
BlackRock, Inc. 13G · institution -3.6 pts · filed 2025-07-17 8.8% -3.6 pts 9.0m 2025-07-17

Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27)

Insider purchases and sales in Q2 2025

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
404Q3 23: 0 buyingQ3 23: 1 sellingQ4 23: 1 buyingQ4 23: 1 sellingQ4 23Q1 24: 0 buyingQ1 24: 4 sellingQ2 24: 0 buyingQ2 24: 0 sellingQ2 24Q3 24: 0 buyingQ3 24: 2 sellingQ4 24: 0 buyingQ4 24: 3 sellingQ4 24Q1 25: 2 buyingQ1 25: 2 sellingQ2 25: 0 buyingQ2 25: 0 sellingQ2 25
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q3 20230—1$316.8k—
Q4 20231$181.5k1$197.1k—
Q1 20240—4$1.2m—
Q2 20240—0——
Q3 20240—2$750.0k—
Q4 20240—3$1.3m—
Q1 20252$540.2k2$907.9k—
Q2 20250—0——

None reported in Q2 2025.

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 VANGUARD GROUP INC 0.02% of their portfolio Valley Forge, PA 10,645,07310.6m $979.7m $979.7m 0.02% Reduced -434.5k -434,505
2 BlackRock, Inc. 0.02% of their portfolio New York, NY 9,202,2529.2m $846.9m $846.9m 0.02% Reduced -3.4m -3,353,283
3 DIMENSIONAL FUND ADVISORS LP 0.10% of their portfolio AUSTIN, TX 4,581,8054.6m $421.7m $421.7m 0.10% Added +25.4k +25,395
4 STATE STREET CORP 0.01% of their portfolio BOSTON, MA 4,071,0414.1m $374.7m $374.7m 0.01% Reduced -643.0k -643,022
5 T. Rowe Price Investment Management, Inc. 0.21% of their portfolio BALTIMORE, MD 3,592,9963.6m $330.7m $330.7m 0.21% Added +113.7k +113,698
6 FMR LLC 0.01% of their portfolio BOSTON, MA 2,541,4982.5m $233.9m $233.9m 0.01% Reduced -747.0k -747,017
7 CITADEL ADVISORS LLC 0.16% of their portfolio MIAMI, FL 2,041,9902.0m $187.9m $187.9m 0.16% Added +1.4m +1,444,317
8 AMERICAN CENTURY COMPANIES INC 0.10% of their portfolio KANSAS CITY, MO 1,948,3791.9m $179.3m $179.3m 0.10% Added +178.8k +178,842
9 VICTORY CAPITAL MANAGEMENT INC 0.11% of their portfolio San Antonio, TX 1,822,4301.8m $167.7m $167.7m 0.11% Reduced -157.8k -157,815
10 FRANKLIN RESOURCES INC 0.04% of their portfolio San Mateo, CA 1,771,9581.8m $163.1m $163.1m 0.04% Added +110 +110
11 GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio BOSTON, MA 1,741,7051.7m $160.3m $160.3m 0.01% Reduced -767.2k -767,193
12 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 1,739,0261.7m $160.0m $160.0m 0.01% Added +143 +143
13 Capital Research Global Investors 0.03% of their portfolio Los Angeles, CA 1,699,4241.7m $156.4m $156.4m 0.03% Added +1.8k +1,807
14 Capital International Investors 0.03% of their portfolio Los Angeles, CA 1,620,9811.6m $149.2m $149.2m 0.03% Unchanged
15 EARNEST PARTNERS LLC 0.59% of their portfolio ATLANTA, GA 1,411,6081.4m $129.9m $129.9m 0.59% Added +3.1k +3,094
16 Bank of New York Mellon Corp 0.02% of their portfolio NEW YORK, NY 1,217,2671.2m $112.0m $112.0m 0.02% Added +253.2k +253,178
17 MACQUARIE GROUP LTD 0.14% of their portfolio Sydney, NSW 2000, C3 1,202,7611.2m $110.7m $110.7m 0.14% Reduced -671.8k -671,764
18 NORGES BANK 0.01% of their portfolio OSLO, Q8 1,184,7121.2m $109.0m $109.0m 0.01% Added +216.6k +216,614
19 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio SAN FRANCISCO, CA 1,177,3851.2m $108.4m $108.4m 0.02% Reduced -259.9k -259,877
20 Invesco Ltd. 0.02% of their portfolio ATLANTA, GA 1,173,0031.2m $108.0m $108.0m 0.02% Added +558.3k +558,252
21 Allspring Global Investments Holdings, LLC 0.18% of their portfolio CHARLOTTE, NC 1,121,3921.1m $106.8m $106.8m 0.18% Added +28.2k +28,216
22 MILLENNIUM MANAGEMENT LLC 0.09% of their portfolio NEW YORK, NY 1,096,0231.1m $100.9m $100.9m 0.09% Added +812.1k +812,148
23 WELLINGTON MANAGEMENT GROUP LLP 0.02% of their portfolio Boston, MA 1,071,5211.1m $98.6m $98.6m 0.02% Added +183.1k +183,070
24 GOLDMAN SACHS GROUP INC 0.01% of their portfolio NEW YORK, NY 993,549993.5k $91.4m $91.4m 0.01% Reduced -160.3k -160,293
25 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.08% of their portfolio Toronto, A6 947,963948.0k $87.2m $87.2m 0.08% Added +142.5k +142,536
26 Qube Research & Technologies Ltd 0.11% of their portfolio LONDON, X0 888,507888.5k $81.8m $81.8m 0.11% New
27 NORTHERN TRUST CORP 0.01% of their portfolio CHICAGO, IL 876,251876.3k $80.6m $80.6m 0.01% Reduced -495.1k -495,064
28 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 797,342797.3k $73.4m $73.4m 0.01% Added +91.4k +91,360
29 Fisher Asset Management, LLC 0.03% of their portfolio PLANO, TX 794,483794.5k $73.1m $73.1m 0.03% Reduced -69.9k -69,882
30 FIRST TRUST ADVISORS LP 0.06% of their portfolio Wheaton, IL 757,092757.1k $69.7m $69.7m 0.06% Reduced -19.2k -19,214
31 JANE STREET GROUP, LLC 0.11% of their portfolio NEW YORK, NY 755,705755.7k $69.5m $69.5m 0.11% Added +672.7k +672,721
32 FJ Capital Management LLC 6.85% of their portfolio MCLEAN, VA 702,355702.4k $64.6m $64.6m 6.85% Added +146.1k +146,129
33 SEGALL BRYANT & HAMILL, LLC 0.84% of their portfolio CHICAGO, IL 647,578647.6k $59.6m $59.6m 0.84% Added +40.1k +40,084
34 Capital World Investors 0.01% of their portfolio LOS ANGELES, CA 620,509620.5k $57.1m $57.1m 0.01% Unchanged
35 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio NEW YORK, NY 477,129477.1k $43.9m $43.9m 0.01% Added +131.7k +131,724
36 Holocene Advisors, LP 0.11% of their portfolio New York, NY 465,316465.3k $42.8m $42.8m 0.11% Reduced -54.0k -54,022
37 SCHRODER INVESTMENT MANAGEMENT GROUP 0.03% of their portfolio London, X0 426,135426.1k $38.8m $38.8m 0.03% Reduced -2.2k -2,247
38 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 364,085364.1k $33.5m $33.5m 0.00% Reduced -247.1k -247,076
39 AQR CAPITAL MANAGEMENT LLC 0.03% of their portfolio Greenwich, CT 330,037330.0k $30.4m $30.4m 0.03% Added +189.1k +189,108
40 Point72 Asset Management, L.P. 0.07% of their portfolio STAMFORD, CT 317,797317.8k $29.2m $29.2m 0.07% Reduced -282.6k -282,586
41 SILVERCREST ASSET MANAGEMENT GROUP LLC 0.19% of their portfolio NEW YORK, NY 299,930299.9k $27.6m $27.6m 0.19% Reduced -325.2k -325,239
42 D. E. Shaw & Co., Inc. 0.03% of their portfolio New York, NY 294,369294.4k $27.1m $27.1m 0.03% Added +273.4k +273,359
43 HRT FINANCIAL LP 0.14% of their portfolio NEW YORK, NY 292,261292.3k $26.9m $26.9m 0.14% New
44 REGIONS FINANCIAL CORP 0.18% of their portfolio BIRMINGHAM, AL 291,793291.8k $26.9m $26.9m 0.18% Unchanged
45 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 284,872284.9k $26.2m $26.2m 0.00% Added +138.5k +138,490
46 BESSEMER GROUP INC 0.04% of their portfolio WOODBRIDGE, NJ 276,002276.0k $25.4m $25.4m 0.04% Added +11.0k +11,033
47 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.04% of their portfolio BALA CYNWYD, PA 274,791274.8k $25.3m $25.3m 0.04% Added +95.1k +95,133
48 RHUMBLINE ADVISERS 0.02% of their portfolio BOSTON, MA 265,818265.8k $24.5m $24.5m 0.02% Reduced -56.2k -56,233
49 ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio NASHVILLE, TN 245,892245.9k $22.6m $22.6m 0.01% Reduced -54.2k -54,155
50 Jain Global LLC 0.34% of their portfolio NEW YORK, NY 240,451240.5k $22.1m $22.1m 0.34% New
51 BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.05% of their portfolio Paris, I0 235,988236.0k $21.7m $21.7m 0.05% Reduced -24.2k -24,188
52 KENNEDY CAPITAL MANAGEMENT LLC 0.51% of their portfolio ST LOUIS, MO 234,718234.7k $21.6m $21.6m 0.51% Reduced -20.9k -20,897
53 MetLife Investment Management, LLC 0.12% of their portfolio Whippany, NJ 229,053229.1k $21.1m $21.1m 0.12% Added +13.0k +12,968
54 SEI INVESTMENTS CO 0.02% of their portfolio OAKS, PA 228,861228.9k $21.1m $21.1m 0.02% Reduced -195.9k -195,900
55 Stieven Capital Advisors, L.P. 4.07% of their portfolio ST. LOUIS, MO 226,600226.6k $20.9m $20.9m 4.07% Added +64.2k +64,200
56 LOOMIS SAYLES & CO L P 0.03% of their portfolio BOSTON, MA 224,760224.8k $20.7m $20.7m 0.03% Added +40.0k +40,047
57 PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio DES MOINES, IA 223,292223.3k $20.5m $20.5m 0.01% Reduced -4.3k -4,263
58 Nuveen, LLC 0.01% of their portfolio CHARLOTTE, NC 220,526220.5k $20.3m $20.3m 0.01% Reduced -449.9k -449,914
59 UBS Group AG 0.00% of their portfolio ZURICH, V8 219,451219.5k $20.2m $20.2m 0.00% Reduced -231.8k -231,796
60 PROSPECTOR PARTNERS LLC 2.29% of their portfolio GUILFORD, CT 214,744214.7k $19.8m $19.8m 2.29% Added +28.4k +28,441
61 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.04% of their portfolio TORONTO, A6 208,000208.0k $19.1m $19.1m 0.04% New
62 Swiss National Bank 0.01% of their portfolio ZURICH, V8 193,630193.6k $17.8m $17.8m 0.01% Reduced -2.3k -2,300
63 Weiss Asset Management LP 0.28% of their portfolio BOSTON, MA 192,341192.3k $17.7m $17.7m 0.28% Not comparable
64 Balyasny Asset Management L.P. 0.04% of their portfolio Chicago, IL 185,022185.0k $17.0m $17.0m 0.04% New
65 BASSWOOD CAPITAL MANAGEMENT, L.L.C. 0.83% of their portfolio NEW YORK, NY 180,822180.8k $16.6m $16.6m 0.83% Added +35.9k +35,889
66 ADAGE CAPITAL PARTNERS GP, L.L.C. 0.03% of their portfolio Boston, MA 173,800173.8k $16.0m $16.0m 0.03% Reduced -45.0k -45,000
67 Legal & General Group Plc 0.00% of their portfolio London, X0 164,521164.5k $15.1m $15.1m 0.00% Added +5.6k +5,633
68 Ceredex Value Advisors LLC 0.32% of their portfolio WINTER PARK, FL 164,215164.2k $15.1m $15.1m 0.32% Added +17.1k +17,050
69 FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 0.09% of their portfolio Cincinnati, OH 163,849163.8k $15.1m $15.1m 0.09% Added +7.0k +6,980
70 HighTower Advisors, LLC 0.02% of their portfolio CHICAGO, IL 162,486162.5k $15.0m $15.0m 0.02% Reduced -689 -689
71 California Public Employees Retirement System 0.01% of their portfolio Sacramento, CA 157,185157.2k $14.5m $14.5m 0.01% Added +23.6k +23,582
72 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 153,862153.9k $14.2m $14.2m 0.00% Added +10.9k +10,929
73 ADVISORY RESEARCH INC 2.08% of their portfolio CHICAGO, IL 146,929146.9k $13.5m $13.5m 2.08% Added +43.7k +43,714
74 DEPRINCE RACE & ZOLLO INC 0.27% of their portfolio Winter Park, FL 141,379141.4k $13.0m $13.0m 0.27% Added +75.0k +75,011
75 Cubist Systematic Strategies, LLC 0.14% of their portfolio STAMFORD, CT 140,825140.8k $13.0m $13.0m 0.14% New
76 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 134,589134.6k $12.4m $12.4m 0.00% Reduced -2.5k -2,479
77 TRUIST FINANCIAL CORP 0.02% of their portfolio CHARLOTTE, NC 128,798128.8k $11.9m $11.9m 0.02% Reduced -51 -51
78 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 127,754127.8k $11.8m $11.8m 0.00% Reduced -1.6k -1,607
79 MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 0.12% of their portfolio New York, NY 125,923125.9k $11.6m $11.6m 0.12% Added +9.3k +9,338
80 Rafferty Asset Management, LLC 0.04% of their portfolio New York, NY 125,390125.4k $11.5m $11.5m 0.04% Added +21.5k +21,525
81 MALTESE CAPITAL MANAGEMENT LLC 1.58% of their portfolio New York, NY 122,500122.5k $11.3m $11.3m 1.58% Added +25.0k +25,000
82 Retirement Systems of Alabama 0.04% of their portfolio MONTGOMERY, AL 120,326120.3k $11.1m $11.1m 0.04% Added +829 +829
83 Brevan Howard Capital Management LP 0.12% of their portfolio ST. HELIER, Y9 118,385118.4k $10.9m $10.9m 0.12% New
84 STATE OF WISCONSIN INVESTMENT BOARD 0.03% of their portfolio MADISON, WI 117,265117.3k $10.8m $10.8m 0.03% Added +16.6k +16,612
85 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 116,799116.8k $10.7m $10.7m 0.00% Reduced -69.7k -69,671
86 Squarepoint Ops LLC 0.02% of their portfolio NEW YORK, NY 116,571116.6k $10.7m $10.7m 0.02% New
87 HSBC HOLDINGS PLC 0.01% of their portfolio LONDON, X0 116,162116.2k $10.7m $10.7m 0.01% Added +108.3k +108,285
88 Channing Capital Management, LLC 0.29% of their portfolio Chicago, IL 114,025114.0k $10.5m $10.5m 0.29% Reduced -756.2k -756,199
89 CITIGROUP INC 0.01% of their portfolio NEW YORK, NY 111,335111.3k $10.2m $10.2m 0.01% Reduced -134.3k -134,268
90 STRS OHIO 0.04% of their portfolio COLUMBUS, OH 108,365108.4k $10.0m $10.0m 0.04% Added +13.6k +13,609
91 PRIVATE MANAGEMENT GROUP INC 0.31% of their portfolio IRVINE, CA 104,770104.8k $9.6m $9.6m 0.31% Reduced -347 -347
92 NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio ALBANY, NY 102,231102.2k $9.4m $9.4m 0.01% Reduced -130.0k -130,029
93 Russell Investments Group, Ltd. 0.01% of their portfolio Seattle, WA 101,406101.4k $9.3m $9.3m 0.01% Added +25.0k +25,020
94 Atom Investors LP 0.83% of their portfolio AUSTIN, TX 101,298101.3k $9.3m $9.3m 0.83% Added +58.0k +58,022
95 TWO SIGMA INVESTMENTS, LP 0.02% of their portfolio NEW YORK, NY 96,89096.9k $8.9m $8.9m 0.02% New
96 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio WEST SACRAMENTO, CA 93,85993.9k $8.6m $8.6m 0.01% Added +193 +193
97 Y-Intercept (Hong Kong) Ltd 0.20% of their portfolio HONG KONG, K3 90,62390.6k $8.3m $8.3m 0.20% New
98 GABELLI FUNDS LLC 0.06% of their portfolio Rye, NY 90,48690.5k $8.3m $8.3m 0.06% Added +82.3k +82,286
99 CRAWFORD INVESTMENT COUNSEL INC 0.14% of their portfolio ATLANTA, GA 87,58087.6k $8.1m $8.1m 0.14% Added +1.2k +1,215
100 VOYA INVESTMENT MANAGEMENT LLC 0.01% of their portfolio ATLANTA, GA 82,70982.7k $7.6m $7.6m 0.01% Reduced -87.6k -87,581