Vault-13

SOUTHSTATE BK CORP SSB

COM · Common Stock · CUSIP 84472E102

449 institutional holders +447 vs Q2 2025
82,476,64982.5m shares reported held*
$8.2bnreported value*
443 new 1 added 1 reduced 0 sold out net bought ≈ $8.2bn (+82.6m 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 ($14.1m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $98.83. Options: 5 managers hold calls ($3.4m notional), 3 hold puts ($6.3m).

Trends to Q3 2025

Institutional holders

Managers reporting a position, each quarter

0200400600Q1 24: 1Q2 24: 1Q3 24: 0Q4 24: 0Q1 25: 1Q2 25: 2Q3 25: 449449Q1 24Q3 24Q1 25Q3 25
Numbers
QuarterHolders
Q1 20241
Q2 20241
Q3 20240
Q4 20240
Q1 20251
Q2 20252
Q3 2025449

Buyers vs sellers

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

Bought or addedCut or sold out
5000500Q2 24: 0 bought or addedQ2 24: 0 cut or sold outQ2 24Q3 24: 0 bought or addedQ3 24: 1 cut or sold outQ3 24Q2 25: 1 bought or addedQ2 25: 1 cut or sold outQ2 25Q3 25: 444 bought or addedQ3 25: 1 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q2 202400
Q3 202401
Q2 202511
Q3 20254441

Calls vs puts

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

CallsPuts
$0$2m$4m$6m$8mQ4 24 calls: $0Q4 24 puts: $0Q4 24P/C —Q1 25 calls: $0Q1 25 puts: $0Q1 25P/C —Q2 25 calls: $0Q2 25 puts: $0Q2 25P/C —Q3 25 calls: $3.4mQ3 25 puts: $6.3mQ3 25P/C 1.84
Numbers
QuarterCallsPutsP/C
Q4 2024$0$0—
Q1 2025$0$0—
Q2 2025$0$0—
Q3 2025$3.4m$6.3m1.84

Biggest buyers

VANGUARD GROUP INC New +10,775,431+10.8m
BlackRock, Inc. New +9,595,340+9.6m
DIMENSIONAL FUND ADVISORS LP New +4,666,617+4.7m
STATE STREET CORP New +3,923,640+3.9m
T. Rowe Price Investment Management, Inc. New +3,414,843+3.4m
FMR LLC New +2,192,157+2.2m
CITADEL ADVISORS LLC New +1,908,392+1.9m
AMERICAN CENTURY COMPANIES INC New +1,856,766+1.9m
GEODE CAPITAL MANAGEMENT, LLC New +1,780,052+1.8m
MORGAN STANLEY New +1,776,796+1.8m

Biggest sellers

Biggest calls

CITADEL ADVISORS LLC New $1.1m10.8k shares
SIMPLEX TRADING, LLC New $978.0k9.9k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP New $939.3k9.5k shares
JANE STREET GROUP, LLC New $266.9k2.7k shares
GROUP ONE TRADING LLC New $197.7k2.0k shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP New $5.8m58.9k shares
SIMPLEX TRADING, LLC New $296.0k3.0k shares
CITADEL ADVISORS LLC New $227.4k2.3k 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
VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 6.3% new 6.2m≈ $621.9m 2026-04-29
VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 5.3% new 5.2m≈ $516.0m 2026-04-30
DIMENSIONAL FUND ADVISORS LP 13G · institution new · filed 2026-04-09 5.0% new 4.9m≈ $493.0m 2026-04-09

Insider purchases and sales in Q3 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
404Q4 23: 1 buyingQ4 23: 1 sellingQ1 24: 0 buyingQ1 24: 4 sellingQ1 24Q2 24: 0 buyingQ2 24: 0 sellingQ3 24: 0 buyingQ3 24: 2 sellingQ3 24Q4 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 25
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
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——
Q3 20252$555.6k2$1.0m—
DateInsiderTradeSharesPrice ValueTheir holding
2025-08-22 BOCKHORST DANIEL E Chief Credit Officer Sold 5,000 $99.60 $498.0k5.0k shares -14%
2025-08-14 MURRAY RICHARD IV President Sold 5,302 $97.20 $515.4k5.3k shares -8%
2025-08-01 SMITH G STACY Director Bought 2,500 $92.30 $230.8k2.5k shares +7%
2025-07-30 Froetscher Janet P Director Bought 3,338 $97.31 $324.8k3.3k shares +67%

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, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 VANGUARD GROUP INC 0.02% of their portfolio Valley Forge, PA 10,775,43110.8m $1.1bn $1.1bn 0.02% New
2 BlackRock, Inc. 0.02% of their portfolio New York, NY 9,595,3409.6m $948.7m $948.7m 0.02% New
3 DIMENSIONAL FUND ADVISORS LP 0.10% of their portfolio AUSTIN, TX 4,666,6174.7m $461.4m $461.4m 0.10% New
4 STATE STREET CORP 0.01% of their portfolio BOSTON, MA 3,923,6403.9m $387.9m $387.9m 0.01% New
5 T. Rowe Price Investment Management, Inc. 0.21% of their portfolio BALTIMORE, MD 3,414,8433.4m $337.6m $337.6m 0.21% New
6 FMR LLC 0.01% of their portfolio BOSTON, MA 2,192,1572.2m $216.7m $216.7m 0.01% New
7 CITADEL ADVISORS LLC 0.15% of their portfolio MIAMI, FL 1,908,3921.9m $188.7m $188.7m 0.15% New
8 AMERICAN CENTURY COMPANIES INC 0.09% of their portfolio KANSAS CITY, MO 1,856,7661.9m $183.6m $183.6m 0.09% New
9 GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio BOSTON, MA 1,780,0521.8m $176.0m $176.0m 0.01% New
10 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 1,776,7961.8m $175.7m $175.7m 0.01% New
11 VICTORY CAPITAL MANAGEMENT INC 0.10% of their portfolio San Antonio, TX 1,741,8981.7m $172.2m $172.2m 0.10% New
12 Capital Research Global Investors 0.03% of their portfolio Los Angeles, CA 1,671,5011.7m $165.3m $165.3m 0.03% New
13 Capital International Investors 0.03% of their portfolio Los Angeles, CA 1,620,9811.6m $160.3m $160.3m 0.03% New
14 FRANKLIN RESOURCES INC 0.04% of their portfolio San Mateo, CA 1,607,9411.6m $159.0m $159.0m 0.04% New
15 Invesco Ltd. 0.02% of their portfolio ATLANTA, GA 1,591,0341.6m $157.3m $157.3m 0.02% New
16 EARNEST PARTNERS LLC 0.58% of their portfolio ATLANTA, GA 1,350,3481.4m $133.5m $133.5m 0.58% New
17 WESTWOOD HOLDINGS GROUP INC 0.90% of their portfolio DALLAS, TX 1,279,9561.3m $126.5m $126.5m 0.90% New
18 AQR CAPITAL MANAGEMENT LLC 0.08% of their portfolio Greenwich, CT 1,219,0791.2m $120.5m $120.5m 0.08% New
19 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio SAN FRANCISCO, CA 1,189,6301.2m $117.6m $117.6m 0.02% New
20 Allspring Global Investments Holdings, LLC 0.18% of their portfolio CHARLOTTE, NC 1,119,8891.1m $110.3m $110.3m 0.18% New
21 Bank of New York Mellon Corp 0.02% of their portfolio NEW YORK, NY 1,054,7211.1m $104.3m $104.3m 0.02% New
22 MILLENNIUM MANAGEMENT LLC 0.08% of their portfolio NEW YORK, NY 1,032,4251.0m $102.1m $102.1m 0.08% New
23 GOLDMAN SACHS GROUP INC 0.01% of their portfolio NEW YORK, NY 979,347979.3k $96.8m $96.8m 0.01% New
24 FIRST TRUST ADVISORS LP 0.06% of their portfolio Wheaton, IL 881,509881.5k $87.2m $87.2m 0.06% New
25 NORTHERN TRUST CORP 0.01% of their portfolio CHICAGO, IL 846,645846.6k $83.7m $83.7m 0.01% New
26 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.07% of their portfolio Toronto, A6 834,014834.0k $82.5m $82.5m 0.07% New
27 WELLINGTON MANAGEMENT GROUP LLP 0.01% of their portfolio Boston, MA 830,742830.7k $82.1m $82.1m 0.01% New
28 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 762,118762.1k $75.4m $75.4m 0.00% New
29 SEGALL BRYANT & HAMILL, LLC 0.88% of their portfolio CHICAGO, IL 669,569669.6k $66.2m $66.2m 0.88% New
30 Holocene Advisors, LP 0.14% of their portfolio New York, NY 624,573624.6k $61.8m $61.8m 0.14% New
31 Capital World Investors 0.01% of their portfolio LOS ANGELES, CA 620,509620.5k $61.3m $61.3m 0.01% New
32 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 618,427618.4k $61.1m $61.1m 0.00% New
33 Fisher Asset Management, LLC 0.02% of their portfolio PLANO, TX 607,254607.3k $60.0m $60.0m 0.02% New
34 Point72 Asset Management, L.P. 0.12% of their portfolio STAMFORD, CT 548,573548.6k $54.2m $54.2m 0.12% New
35 FJ Capital Management LLC 5.57% of their portfolio MCLEAN, VA 527,942527.9k $52.2m $52.2m 5.57% New
36 Select Equity Group, L.P. 0.21% of their portfolio NEW YORK, NY 503,341503.3k $49.8m $49.8m 0.21% New
37 Qube Research & Technologies Ltd 0.07% of their portfolio LONDON, X0 488,635488.6k $48.3m $48.3m 0.07% New
38 UBS Group AG 0.01% of their portfolio ZURICH, V8 460,249460.2k $45.5m $45.5m 0.01% New
39 LOOMIS SAYLES & CO L P 0.05% of their portfolio BOSTON, MA 402,918402.9k $39.8m $39.8m 0.05% New
40 Ceredex Value Advisors LLC 0.90% of their portfolio WINTER PARK, FL 392,750392.8k $38.8m $38.8m 0.90% New
41 Verition Fund Management LLC 0.21% of their portfolio GREENWICH, CT 380,598380.6k $37.6m $37.6m 0.21% New
42 Nuveen, LLC 0.01% of their portfolio CHARLOTTE, NC 342,504342.5k $33.9m $33.9m 0.01% New
43 SEI INVESTMENTS CO 0.03% of their portfolio OAKS, PA 318,360318.4k $31.5m $31.5m 0.03% New
44 BESSEMER GROUP INC 0.04% of their portfolio WOODBRIDGE, NJ 284,727284.7k $28.2m $28.2m 0.04% New
45 BANK OF MONTREAL /CAN/ 0.01% of their portfolio TORONTO, A6 269,088269.1k $26.6m $26.6m 0.01% New
46 RHUMBLINE ADVISERS 0.02% of their portfolio BOSTON, MA 268,886268.9k $26.6m $26.6m 0.02% New
47 Retirement Systems of Alabama 0.09% of their portfolio MONTGOMERY, AL 266,286266.3k $26.3m $26.3m 0.09% New
48 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio NEW YORK, NY 261,694261.7k $25.9m $25.9m 0.01% New
49 FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 0.13% of their portfolio Cincinnati, OH 250,083250.1k $24.7m $24.7m 0.13% New
50 Stieven Capital Advisors, L.P. 4.60% of their portfolio ST. LOUIS, MO 246,900246.9k $24.4m $24.4m 4.60% New
51 ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio NASHVILLE, TN 235,630235.6k $23.3m $23.3m 0.01% New
52 MetLife Investment Management, LLC 0.11% of their portfolio Whippany, NJ 227,376227.4k $22.5m $22.5m 0.11% New
53 PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio DES MOINES, IA 224,709224.7k $22.2m $22.2m 0.01% New
54 ADAGE CAPITAL PARTNERS GP, L.L.C. 0.04% of their portfolio Boston, MA 223,800223.8k $22.1m $22.1m 0.04% New
55 PROSPECTOR PARTNERS LLC 2.58% of their portfolio GUILFORD, CT 216,967217.0k $21.5m $21.5m 2.58% New
56 Swiss National Bank 0.01% of their portfolio ZURICH, V8 196,730196.7k $19.5m $19.5m 0.01% New
57 KENNEDY CAPITAL MANAGEMENT LLC 0.42% of their portfolio ST LOUIS, MO 190,399190.4k $18.8m $18.8m 0.42% New
58 HighTower Advisors, LLC 0.02% of their portfolio CHICAGO, IL 188,644188.6k $18.7m $18.7m 0.02% New
59 BARCLAYS PLC 0.01% of their portfolio LONDON, X0 183,470183.5k $18.1m $18.1m 0.01% New
60 ALGEBRIS (UK) LTD 1.98% of their portfolio London, X0 174,572174.6k $17.2m $17.2m 1.98% New
61 California Public Employees Retirement System 0.01% of their portfolio Sacramento, CA 170,156170.2k $16.8m $16.8m 0.01% New
62 MARSHALL WACE, LLP 0.02% of their portfolio LONDON, X0 164,921164.9k $16.3m $16.3m 0.02% New
63 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.01% of their portfolio BOSTON, MA 160,430160.4k $15.9m $15.9m 0.01% New
64 Legal & General Group Plc 0.00% of their portfolio London, X0 159,645159.6k $15.8m $15.8m 0.00% New
65 STATE OF WISCONSIN INVESTMENT BOARD 0.04% of their portfolio MADISON, WI 156,485156.5k $15.5m $15.5m 0.04% New
66 DEPRINCE RACE & ZOLLO INC 0.29% of their portfolio Winter Park, FL 147,680147.7k $14.6m $14.6m 0.29% New
67 MALTESE CAPITAL MANAGEMENT LLC 2.13% of their portfolio New York, NY 142,500142.5k $14.1m $14.1m 2.13% New
68 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 134,648134.6k $13.3m $13.3m 0.00% New
69 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 133,178133.2k $13.2m $13.2m 0.00% New
70 JANE STREET GROUP, LLC 0.02% of their portfolio NEW YORK, NY 132,160132.2k $13.1m $13.1m 0.02% New
71 Jain Global LLC 0.16% of their portfolio NEW YORK, NY 125,153125.2k $12.4m $12.4m 0.16% New
72 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 124,173124.2k $12.3m $12.3m 0.00% New
73 MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 0.13% of their portfolio New York, NY 122,346122.3k $12.1m $12.1m 0.13% New
74 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 122,173122.2k $12.1m $12.1m 0.00% New
75 HSBC HOLDINGS PLC 0.01% of their portfolio LONDON, X0 116,747116.7k $11.4m $11.4m 0.01% New
76 Channing Capital Management, LLC 0.30% of their portfolio Chicago, IL 113,371113.4k $11.2m $11.2m 0.30% New
77 NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio ALBANY, NY 110,809110.8k $11.0m $11.0m 0.01% New
78 BASSWOOD CAPITAL MANAGEMENT, L.L.C. 0.49% of their portfolio NEW YORK, NY 107,184107.2k $10.6m $10.6m 0.49% New
79 Rafferty Asset Management, LLC 0.03% of their portfolio New York, NY 106,799106.8k $10.6m $10.6m 0.03% New
80 Russell Investments Group, Ltd. 0.01% of their portfolio Seattle, WA 99,67599.7k $9.9m $9.9m 0.01% New
81 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio WEST SACRAMENTO, CA 95,64295.6k $9.5m $9.5m 0.01% New
82 STRS OHIO 0.03% of their portfolio COLUMBUS, OH 91,95492.0k $9.1m $9.1m 0.03% New
83 CRAWFORD INVESTMENT COUNSEL INC 0.15% of their portfolio ATLANTA, GA 91,03091.0k $9.0m $9.0m 0.15% New
84 Leeward Investments, LLC - MA 0.46% of their portfolio BOSTON, MA 90,60290.6k $9.0m $9.0m 0.46% New
85 GABELLI FUNDS LLC 0.06% of their portfolio Rye, NY 90,49490.5k $8.9m $8.9m 0.06% New
86 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 90,04090.0k $8.9m $8.9m 0.01% New
87 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 83,97284.0k $8.3m $8.3m 0.00% New
88 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 81,53981.5k $8.1m $8.1m 0.00% New
89 SILVERCREST ASSET MANAGEMENT GROUP LLC 0.05% of their portfolio NEW YORK, NY 80,11480.1k $7.9m $7.9m 0.05% New
90 CITIGROUP INC 0.01% of their portfolio NEW YORK, NY 79,37079.4k $7.8m $7.8m 0.01% New
91 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 76,43176.4k $7.6m $7.6m 0.00% New
92 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 73,36473.4k $7.3m $7.3m 0.01% New
93 NATIXIS ADVISORS, LLC 0.01% of their portfolio Boston, MA 72,90372.9k $7.2m $7.2m 0.01% New
94 Edgestream Partners, L.P. 0.21% of their portfolio Princeton, NJ 71,99172.0k $7.1m $7.1m 0.21% New
95 SYNOVUS FINANCIAL CORP 0.08% of their portfolio Columbus, GA 69,65269.7k $6.9m $6.9m 0.08% New
96 VOYA INVESTMENT MANAGEMENT LLC 0.01% of their portfolio ATLANTA, GA 63,84263.8k $6.3m $6.3m 0.01% New
97 TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio NEW YORK, NY 60,47760.5k $6.0m $6.0m 0.01% New
98 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 53,53253.5k $5.3m $5.3m 0.00% New
99 Vest Financial, LLC 0.07% of their portfolio MCLEAN, VA 52,70852.7k $5.2m $5.2m 0.07% New
100 FEDERATED HERMES, INC. 0.01% of their portfolio PITTSBURGH, PA 50,02550.0k $4.9m $4.9m 0.01% New