Vault-13

SOUTHSTATE CORPORATION SSB

COM · Common Stock · CUSIP 840441109

6 institutional holders -35 vs Q3 2025
50,54750.5k shares reported held*
$4.8mreported value*
1 new 0 added 4 reduced 35 sold out net sold ≈ $36.3m (-385.8k 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. Holder counts are more reliable. Implied quarter-end price ≈ $94.11.

Trends to Q4 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: 485Q3 25: 41Q4 25: 66Q3 22Q2 23Q1 24Q4 24Q4 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
Q3 202541
Q4 20256

Buyers vs sellers

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

Bought or addedCut or sold out
5000500Q1 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 25Q3 25: 17 bought or addedQ3 25: 452 cut or sold outQ4 25: 1 bought or addedQ4 25: 39 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 2024131170
Q2 2024177152
Q3 2024166172
Q4 2024183156
Q1 2025295127
Q2 2025235193
Q3 202517452
Q4 2025139

Calls vs puts

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

CallsPuts
$0$500k$1m$1.5m$2mQ1 25 calls: $1.3mQ1 25 puts: $860.6kQ1 25P/C 0.65Q2 25 calls: $1.6mQ2 25 puts: $2.0mQ2 25P/C 1.24Q3 25 calls: $0Q3 25 puts: $0Q3 25P/C —Q4 25 calls: $0Q4 25 puts: $0Q4 25P/C —
Numbers
QuarterCallsPutsP/C
Q1 2025$1.3m$860.6k0.65
Q2 2025$1.6m$2.0m1.24
Q3 2025$0$0—
Q4 2025$0$0—

Biggest buyers

DAVENPORT & Co LLC New +3,159+3.2k

Biggest sellers

PRIVATE MANAGEMENT GROUP INC Sold out -104,037-104.0k
CWM, LLC Sold out -45,644-45.6k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Sold out -42,023-42.0k
Waverly Advisors, LLC Sold out -19,962-20.0k
Oliver Luxxe Assets LLC Sold out -18,601-18.6k
HBK Sorce Advisory LLC Sold out -16,472-16.5k
HOWARD FINANCIAL SERVICES, LTD. Sold out -16,149-16.1k
SIGNATUREFD, LLC Sold out -12,534-12.5k
LIBERTY ONE INVESTMENT MANAGEMENT, LLC Sold out -12,294-12.3k
Investors Research Corp Sold out -12,084-12.1k

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 Q4 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
404Q1 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 25Q3 25: 2 buyingQ3 25: 2 sellingQ4 25: 0 buyingQ4 25: 0 sellingQ4 25
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
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——
Q3 20252$555.6k2$1.0m—
Q4 20250—0——

None reported in Q4 2025.

Holders, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Polaris Capital Management, LLC 0.20% of their portfolio BOSTON, MA 25,76125.8k $2.4m $2.4m 0.20% Reduced -2.6k -2,600
2 BURKETT FINANCIAL SERVICES, LLC 0.30% of their portfolio ROCK HILL, SC 9,4749.5k $891.6k $891.6k 0.30% Reduced -760 -760
3 Lummis Asset Management, LP 0.52% of their portfolio FORT WORTH, TX 9,0159.0k $848.4k $848.4k 0.52% Reduced -313 -313
4 DAVENPORT & Co LLC 0.00% of their portfolio RICHMOND, VA 3,1593.2k $297.3k $297.3k 0.00% New
5 KING LUTHER CAPITAL MANAGEMENT CORP 0.00% of their portfolio FORT WORTH, TX 3,1373.1k $295.2k $295.2k 0.00% Reduced -1.0k -1,000
6 HUNTINGTON NATIONAL BANK 0.00% of their portfolio COLUMBUS, OH 11 $102 $102 0.00% Unchanged