Vault-13

SOUTHSTATE CORPORATION SSB

COM · Common Stock · CUSIP 840441109

5 institutional holders -3 vs Q1 2026
41,66541.7k shares reported held*
$4.2mreported value*
0 new 2 added 1 reduced 3 sold out net sold ≈ $2.4m (-23.7k 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 ≈ $100.26.

Trends to Q2 2026

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: 6Q1 26: 8Q2 26: 55Q3 22Q3 23Q3 24Q3 25Q2 26
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
Q1 20268
Q2 20265

Buyers vs sellers

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

Bought or addedCut or sold out
5000500Q3 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 25Q1 26: 4 bought or addedQ1 26: 2 cut or sold outQ2 26: 2 bought or addedQ2 26: 4 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024166172
Q4 2024183156
Q1 2025295127
Q2 2025235193
Q3 202517452
Q4 2025139
Q1 202642
Q2 202624

Biggest buyers

Biggest sellers

Polaris Capital Management, LLC Sold out -25,761-25.8k
Corsicana & Co. Sold out -1,200-1.2k
Lummis Asset Management, LP Reduced -121-121
CURIO WEALTH, LLC Sold out -1-1

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.

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 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)

BuyingSelling
404Q4 24: 0 buyingQ4 24: 3 sellingQ1 25: 2 buyingQ1 25: 2 sellingQ1 25Q2 25: 0 buyingQ2 25: 0 sellingQ3 25: 2 buyingQ3 25: 2 sellingQ3 25Q4 25: 0 buyingQ4 25: 0 sellingQ1 26: 0 buyingQ1 26: 1 sellingQ1 26Q2 26: 0 buyingQ2 26: 1 sellingQ3 26: 0 buyingQ3 26: 2 sellingQ3 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20240—3$1.3m—
Q1 20252$540.2k2$907.9k—
Q2 20250—0——
Q3 20252$555.6k2$1.0m—
Q4 20250—0——
Q1 20260—1$1.1m—
Q2 20260—1$1.4m—
Q3 20260—2$3.8m$2.7m
DateInsiderTradeSharesPrice ValueTheir holding
2026-08-19 MATTHEWS WILLIAM E V Chief Financial Officer Sold 4,000 $108.93 $435.7k4.0k shares -9%
2026-08-05 Brooks David R Director · By Natur Family Limited Partnership Sold plan 18,000 $110.00 $2.0m18.0k shares -5%
2026-08-05 Brooks David R Director · Family Foundation Sold plan 3,750 $110.00 $412.5k3.8k shares -27%
2026-08-05 Brooks David R Director · By Reece Brooks Trust Sold plan 1,800 $110.00 $198.0k1.8k shares -7%
2026-08-05 Brooks David R Director · By Ryan Brooks Trust Sold plan 1,100 $110.00 $121.0k1.1k shares -12%
2026-08-03 Brooks David R Director Sold 6,181 $107.92 $667.1k6.2k shares -78%
2026-04-28 Brooks David R Director · By Reece Brooks Trust Sold 9,000 $98.39 $885.5k9.0k shares -30%
2026-04-28 Brooks David R Director · By Ryan Brooks Trust Sold 5,300 $98.39 $521.5k5.3k shares -29%

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

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Elo Mutual Pension Insurance Co 0.03% of their portfolio ESPOO, H9 20,73120.7k $2.1m $2.1m 0.03% Added +3.3k +3,298
2 BURKETT FINANCIAL SERVICES, LLC 0.30% of their portfolio ROCK HILL, SC 9,5919.6k $958.2k $958.2k 0.30% Added +62 +62
3 Lummis Asset Management, LP 0.50% of their portfolio FORT WORTH, TX 8,2058.2k $834.6k $834.6k 0.50% Reduced -121 -121
4 KING LUTHER CAPITAL MANAGEMENT CORP 0.00% of their portfolio FORT WORTH, TX 3,1373.1k $313.4k $313.4k 0.00% Unchanged
5 HUNTINGTON NATIONAL BANK 0.00% of their portfolio COLUMBUS, OH 11 $102 $102 0.00% Unchanged