SOUTHSTATE CORPORATION SSB
COM · Common Stock · CUSIP 840441109
- SectorFinancials
- IndustryState Commercial Banks
- HeadquartersWinter Haven, FL
- FilingsSEC EDGAR
* 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 ≈ $100.26.
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 335 |
| Q4 2022 | 352 |
| Q1 2023 | 341 |
| Q2 2023 | 327 |
| Q3 2023 | 331 |
| Q4 2023 | 357 |
| Q1 2024 | 364 |
| Q2 2024 | 376 |
| Q3 2024 | 385 |
| Q4 2024 | 419 |
| Q1 2025 | 457 |
| Q2 2025 | 485 |
| Q3 2025 | 41 |
| Q4 2025 | 6 |
| Q1 2026 | 8 |
| Q2 2026 | 5 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 166 | 172 |
| Q4 2024 | 183 | 156 |
| Q1 2025 | 295 | 127 |
| Q2 2025 | 235 | 193 |
| Q3 2025 | 17 | 452 |
| Q4 2025 | 1 | 39 |
| Q1 2026 | 4 | 2 |
| Q2 2026 | 2 | 4 |
Biggest buyers
| Elo Mutual Pension Insurance Co | Added | +3.3k |
| BURKETT FINANCIAL SERVICES, LLC | Added | +62 |
Biggest sellers
| Polaris Capital Management, LLC | Sold out | -25.8k |
| Corsicana & Co. | Sold out | -1.2k |
| Lummis Asset Management, LP | Reduced | -121 |
| CURIO WEALTH, LLC | Sold out | -1 |
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.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution -3.6 pts · filed 2025-07-17 | 8.8% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27)
Insider purchases and sales since 1 Apr 2026
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)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 3 | $1.3m | — |
| Q1 2025 | 2 | $540.2k | 2 | $907.9k | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 2 | $555.6k | 2 | $1.0m | — |
| Q4 2025 | 0 | — | 0 | — | — |
| Q1 2026 | 0 | — | 1 | $1.1m | — |
| Q2 2026 | 0 | — | 1 | $1.4m | — |
| Q3 2026 | 0 | — | 2 | $3.8m | $2.7m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-08-19 | MATTHEWS WILLIAM E V Chief Financial Officer | Sold | $435.7k4.0k shares |
| 2026-08-05 | Brooks David R Director · By Natur Family Limited Partnership | Sold plan | $2.0m18.0k shares |
| 2026-08-05 | Brooks David R Director · Family Foundation | Sold plan | $412.5k3.8k shares |
| 2026-08-05 | Brooks David R Director · By Reece Brooks Trust | Sold plan | $198.0k1.8k shares |
| 2026-08-05 | Brooks David R Director · By Ryan Brooks Trust | Sold plan | $121.0k1.1k shares |
| 2026-08-03 | Brooks David R Director | Sold | $667.1k6.2k shares |
| 2026-04-28 | Brooks David R Director · By Reece Brooks Trust | Sold | $885.5k9.0k shares |
| 2026-04-28 | Brooks David R Director · By Ryan Brooks Trust | Sold | $521.5k5.3k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| Elo Mutual Pension Insurance Co 0.03% of their portfolio | 20.7k $2.1m | Added +3.3k |
| BURKETT FINANCIAL SERVICES, LLC 0.30% of their portfolio | 9.6k $958.2k | Added +62 |
| Lummis Asset Management, LP 0.50% of their portfolio | 8.2k $834.6k | Reduced -121 |
| KING LUTHER CAPITAL MANAGEMENT CORP 0.00% of their portfolio | 3.1k $313.4k | Unchanged |
| HUNTINGTON NATIONAL BANK 0.00% of their portfolio | 1 $102 | Unchanged |