Vault-13

SOUTHSTATE BK CORP SSB

COM · Common Stock · CUSIP 84472E102

484 institutional holders +35 vs Q3 2025
82,071,17382.1m shares reported held*
$7.7bnreported value*
70 new 137 added 170 reduced 48 sold out net sold ≈ $160.8m (-1.7m 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 ($18.7m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $94.11. Options: 5 managers hold calls ($4.0m notional), 3 hold puts ($3.0m).

Trends to Q4 2025

Institutional holders

Managers reporting a position, each quarter

0200400600Q1 24: 1Q2 24: 1Q3 24: 0Q4 24: 0Q1 25: 1Q2 25: 2Q3 25: 449Q4 25: 484484Q1 24Q3 24Q1 25Q3 25Q4 25
Numbers
QuarterHolders
Q1 20241
Q2 20241
Q3 20240
Q4 20240
Q1 20251
Q2 20252
Q3 2025449
Q4 2025484

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 25Q4 25: 207 bought or addedQ4 25: 218 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q2 202400
Q3 202401
Q2 202511
Q3 20254441
Q4 2025207218

Calls vs puts

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

CallsPuts
$0$2m$4m$6m$8mQ1 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 1.84Q4 25 calls: $4.0mQ4 25 puts: $3.0mQ4 25P/C 0.76
Numbers
QuarterCallsPutsP/C
Q1 2025$0$0—
Q2 2025$0$0—
Q3 2025$3.4m$6.3m1.84
Q4 2025$4.0m$3.0m0.76

Biggest buyers

T. Rowe Price Investment Management, Inc. Added +464,327+464.3k
Qube Research & Technologies Ltd Added +350,325+350.3k
ALGEBRIS (UK) LTD Added +348,022+348.0k
NFJ INVESTMENT GROUP, LLC New +328,653+328.7k
FJ Capital Management LLC Added +285,091+285.1k
REGIONS FINANCIAL CORP New +271,435+271.4k
WELLINGTON MANAGEMENT GROUP LLP Added +206,210+206.2k
GOLDMAN SACHS GROUP INC Added +167,608+167.6k
VANGUARD GROUP INC Added +161,928+161.9k
Balyasny Asset Management L.P. Added +159,556+159.6k

Biggest sellers

CITADEL ADVISORS LLC Reduced -1,812,457-1.8m
MILLENNIUM MANAGEMENT LLC Reduced -940,601-940.6k
FMR LLC Reduced -546,091-546.1k
Point72 Asset Management, L.P. Reduced -513,008-513.0k
JPMORGAN CHASE & CO Reduced -320,388-320.4k
Holocene Advisors, LP Reduced -303,073-303.1k
BlackRock, Inc. Reduced -238,989-239.0k
WESTWOOD HOLDINGS GROUP INC Reduced -229,297-229.3k
PROSPECTOR PARTNERS LLC Sold out -216,967-217.0k
MORGAN STANLEY Reduced -197,632-197.6k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $1.6m17.3k shares
CITADEL ADVISORS LLC Added $1.2m12.3k shares
SIMPLEX TRADING, LLC Reduced $696.4k7.4k shares
JANE STREET GROUP, LLC Added $517.6k5.5k shares
GROUP ONE TRADING LLC Reduced $9.4k100 shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $2.1m22.2k shares
CITADEL ADVISORS LLC Added $705.8k7.5k shares
SIMPLEX TRADING, LLC Reduced $235.3k2.5k 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 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 VANGUARD GROUP INC 0.01% of their portfolio Valley Forge, PA 10,937,35910.9m $1.0bn $1.0bn 0.01% Added +161.9k +161,928
2 BlackRock, Inc. 0.01% of their portfolio New York, NY 9,356,3519.4m $880.5m $880.5m 0.01% Reduced -239.0k -238,989
3 DIMENSIONAL FUND ADVISORS LP 0.09% of their portfolio AUSTIN, TX 4,729,4964.7m $445.1m $445.1m 0.09% Added +62.9k +62,879
4 STATE STREET CORP 0.01% of their portfolio BOSTON, MA 3,903,6913.9m $367.4m $367.4m 0.01% Reduced -19.9k -19,949
5 T. Rowe Price Investment Management, Inc. 0.14% of their portfolio BALTIMORE, MD 3,879,1703.9m $365.1m $365.1m 0.14% Added +464.3k +464,327
6 GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio BOSTON, MA 1,866,0331.9m $175.7m $175.7m 0.01% Added +86.0k +85,981
7 AMERICAN CENTURY COMPANIES INC 0.09% of their portfolio KANSAS CITY, MO 1,840,5521.8m $173.2m $173.2m 0.09% Reduced -16.2k -16,214
8 VICTORY CAPITAL MANAGEMENT INC 0.09% of their portfolio San Antonio, TX 1,737,5581.7m $163.5m $163.5m 0.09% Reduced -4.3k -4,340
9 Invesco Ltd. 0.01% of their portfolio ATLANTA, GA 1,647,7271.6m $155.1m $155.1m 0.01% Added +56.7k +56,693
10 FMR LLC 0.01% of their portfolio BOSTON, MA 1,646,0661.6m $154.9m $154.9m 0.01% Reduced -546.1k -546,091
11 FRANKLIN RESOURCES INC 0.04% of their portfolio San Mateo, CA 1,623,7281.6m $152.8m $152.8m 0.04% Added +15.8k +15,787
12 Capital International Investors 0.02% of their portfolio Los Angeles, CA 1,620,9811.6m $152.6m $152.6m 0.02% Unchanged
13 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 1,579,1641.6m $148.6m $148.6m 0.01% Reduced -197.6k -197,632
14 Capital Research Global Investors 0.03% of their portfolio Los Angeles, CA 1,576,5021.6m $148.4m $148.4m 0.03% Reduced -95.0k -94,999
15 NORGES BANK 0.01% of their portfolio OSLO, Q8 1,338,2191.3m $125.9m $125.9m 0.01% Not comparable
16 EARNEST PARTNERS LLC 0.51% of their portfolio ATLANTA, GA 1,269,5871.3m $119.5m $119.5m 0.51% Reduced -80.8k -80,761
17 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio SAN FRANCISCO, CA 1,180,5021.2m $111.1m $111.1m 0.02% Reduced -9.1k -9,128
18 Allspring Global Investments Holdings, LLC 0.18% of their portfolio CHARLOTTE, NC 1,155,0731.2m $108.8m $108.8m 0.18% Added +35.2k +35,184
19 GOLDMAN SACHS GROUP INC 0.02% of their portfolio NEW YORK, NY 1,146,9551.1m $107.9m $107.9m 0.02% Added +167.6k +167,608
20 Bank of New York Mellon Corp 0.02% of their portfolio NEW YORK, NY 1,144,1181.1m $107.7m $107.7m 0.02% Added +89.4k +89,397
21 AQR CAPITAL MANAGEMENT LLC 0.05% of their portfolio Greenwich, CT 1,062,8751.1m $100.0m $100.0m 0.05% Reduced -156.2k -156,204
22 WESTWOOD HOLDINGS GROUP INC 0.80% of their portfolio DALLAS, TX 1,050,6591.1m $98.9m $98.9m 0.80% Reduced -229.3k -229,297
23 FIRST TRUST ADVISORS LP 0.07% of their portfolio Wheaton, IL 1,037,5311.0m $97.6m $97.6m 0.07% Added +156.0k +156,022
24 WELLINGTON MANAGEMENT GROUP LLP 0.02% of their portfolio Boston, MA 1,036,9521.0m $97.6m $97.6m 0.02% Added +206.2k +206,210
25 Qube Research & Technologies Ltd 0.11% of their portfolio LONDON, X0 838,960839.0k $79.0m $79.0m 0.11% Added +350.3k +350,325
26 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.06% of their portfolio Toronto, A6 815,834815.8k $76.8m $76.8m 0.06% Reduced -18.2k -18,180
27 NORTHERN TRUST CORP 0.01% of their portfolio CHICAGO, IL 815,066815.1k $76.7m $76.7m 0.01% Reduced -31.6k -31,579
28 FJ Capital Management LLC 8.45% of their portfolio MCLEAN, VA 813,033813.0k $76.5m $76.5m 8.45% Added +285.1k +285,091
29 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 718,531718.5k $67.6m $67.6m 0.00% Added +100.1k +100,104
30 SEGALL BRYANT & HAMILL, LLC 0.83% of their portfolio CHICAGO, IL 651,133651.1k $61.3m $61.3m 0.83% Reduced -18.4k -18,436
31 Fisher Asset Management, LLC 0.02% of their portfolio PLANO, TX 622,396622.4k $58.6m $58.6m 0.02% Added +15.1k +15,142
32 Capital World Investors 0.01% of their portfolio LOS ANGELES, CA 620,509620.5k $58.4m $58.4m 0.01% Unchanged
33 UBS Group AG 0.01% of their portfolio ZURICH, V8 568,441568.4k $53.5m $53.5m 0.01% Added +108.2k +108,192
34 Verition Fund Management LLC 0.27% of their portfolio GREENWICH, CT 532,971533.0k $50.2m $50.2m 0.27% Added +152.4k +152,373
35 ALGEBRIS (UK) LTD 3.90% of their portfolio London, X0 522,594522.6k $49.2m $49.2m 3.90% Added +348.0k +348,022
36 Ceredex Value Advisors LLC 1.25% of their portfolio WINTER PARK, FL 442,850442.9k $41.7m $41.7m 1.25% Added +50.1k +50,100
37 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 441,730441.7k $41.6m $41.6m 0.00% Reduced -320.4k -320,388
38 LOOMIS SAYLES & CO L P 0.05% of their portfolio BOSTON, MA 419,665419.7k $39.5m $39.5m 0.05% Added +16.7k +16,747
39 Nuveen, LLC 0.01% of their portfolio CHARLOTTE, NC 378,901378.9k $35.7m $35.7m 0.01% Added +36.4k +36,397
40 SEI INVESTMENTS CO 0.03% of their portfolio OAKS, PA 343,812343.8k $32.4m $32.4m 0.03% Added +25.5k +25,452
41 NFJ INVESTMENT GROUP, LLC 1.11% of their portfolio DALLAS, TX 328,653328.7k $30.9m $30.9m 1.11% New
42 Select Equity Group, L.P. 0.14% of their portfolio NEW YORK, NY 323,140323.1k $30.4m $30.4m 0.14% Reduced -180.2k -180,201
43 Holocene Advisors, LP 0.06% of their portfolio New York, NY 321,500321.5k $30.3m $30.3m 0.06% Reduced -303.1k -303,073
44 BESSEMER GROUP INC 0.04% of their portfolio WOODBRIDGE, NJ 285,717285.7k $26.9m $26.9m 0.04% Added +990 +990
45 REGIONS FINANCIAL CORP 0.16% of their portfolio BIRMINGHAM, AL 271,435271.4k $25.5m $25.5m 0.16% New
46 Retirement Systems of Alabama 0.08% of their portfolio MONTGOMERY, AL 264,552264.6k $24.9m $24.9m 0.08% Reduced -1.7k -1,734
47 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio NEW YORK, NY 259,909259.9k $24.5m $24.5m 0.01% Reduced -1.8k -1,785
48 RHUMBLINE ADVISERS 0.02% of their portfolio BOSTON, MA 259,105259.1k $24.4m $24.4m 0.02% Reduced -9.8k -9,781
49 Stieven Capital Advisors, L.P. 4.30% of their portfolio ST. LOUIS, MO 246,300246.3k $23.2m $23.2m 4.30% Reduced -600 -600
50 BANK OF MONTREAL /CAN/ 0.01% of their portfolio TORONTO, A6 241,165241.2k $22.9m $22.9m 0.01% Reduced -27.9k -27,923
51 Jain Global LLC 0.22% of their portfolio NEW YORK, NY 239,507239.5k $22.5m $22.5m 0.22% Added +114.4k +114,354
52 ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio NASHVILLE, TN 233,703233.7k $22.0m $22.0m 0.01% Reduced -1.9k -1,927
53 MetLife Investment Management, LLC 0.10% of their portfolio Whippany, NJ 229,479229.5k $21.6m $21.6m 0.10% Added +2.1k +2,103
54 ADAGE CAPITAL PARTNERS GP, L.L.C. 0.03% of their portfolio Boston, MA 223,800223.8k $21.1m $21.1m 0.03% Unchanged
55 FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 0.11% of their portfolio Cincinnati, OH 216,925216.9k $20.4m $20.4m 0.11% Reduced -33.2k -33,158
56 PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio DES MOINES, IA 216,137216.1k $20.3m $20.3m 0.01% Reduced -8.6k -8,572
57 KENNEDY CAPITAL MANAGEMENT LLC 0.41% of their portfolio ST LOUIS, MO 205,551205.6k $19.3m $19.3m 0.41% Added +15.2k +15,152
58 Swiss National Bank 0.01% of their portfolio ZURICH, V8 199,530199.5k $18.8m $18.8m 0.01% Added +2.8k +2,800
59 HighTower Advisors, LLC 0.02% of their portfolio CHICAGO, IL 187,627187.6k $17.7m $17.7m 0.02% Reduced -1.0k -1,017
60 MALTESE CAPITAL MANAGEMENT LLC 3.12% of their portfolio New York, NY 187,000187.0k $17.6m $17.6m 3.12% Added +44.5k +44,500
61 Balyasny Asset Management L.P. 0.03% of their portfolio Chicago, IL 175,358175.4k $16.5m $16.5m 0.03% Added +159.6k +159,556
62 STATE OF WISCONSIN INVESTMENT BOARD 0.04% of their portfolio MADISON, WI 173,479173.5k $16.3m $16.3m 0.04% Added +17.0k +16,994
63 California Public Employees Retirement System 0.01% of their portfolio Sacramento, CA 169,558169.6k $16.0m $16.0m 0.01% Reduced -598 -598
64 BARCLAYS PLC 0.01% of their portfolio LONDON, X0 166,465166.5k $15.7m $15.7m 0.01% Reduced -17.0k -17,005
65 DEPRINCE RACE & ZOLLO INC 0.29% of their portfolio Winter Park, FL 163,352163.4k $15.4m $15.4m 0.29% Added +15.7k +15,672
66 SG Americas Securities, LLC 0.02% of their portfolio NEW YORK, NY 152,977153.0k $14.4m $14.4m 0.02% Added +141.6k +141,617
67 Legal & General Group Plc 0.00% of their portfolio London, X0 148,006148.0k $13.9m $13.9m 0.00% Reduced -11.6k -11,639
68 MARSHALL WACE, LLP 0.01% of their portfolio LONDON, X0 147,878147.9k $13.9m $13.9m 0.01% Reduced -17.0k -17,043
69 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 128,589128.6k $12.1m $12.1m 0.00% Reduced -4.6k -4,589
70 BW Gestao de Investimentos Ltda. 0.41% of their portfolio SAO PAULO, D5 125,005125.0k $11.8m $11.8m 0.41% New
71 MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 0.11% of their portfolio New York, NY 113,859113.9k $10.7m $10.7m 0.11% Reduced -8.5k -8,487
72 NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio ALBANY, NY 111,288111.3k $10.5m $10.5m 0.01% Added +479 +479
73 Channing Capital Management, LLC 0.26% of their portfolio Chicago, IL 107,538107.5k $10.1m $10.1m 0.26% Reduced -5.8k -5,833
74 BASSWOOD CAPITAL MANAGEMENT, L.L.C. 0.45% of their portfolio NEW YORK, NY 107,184107.2k $10.1m $10.1m 0.45% Unchanged
75 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 103,591103.6k $9.7m $9.7m 0.00% Reduced -20.6k -20,582
76 PRIVATE MANAGEMENT GROUP INC 0.28% of their portfolio IRVINE, CA 102,660102.7k $9.7m $9.7m 0.28% New
77 Thrivent Financial for Lutherans 0.02% of their portfolio Minneapolis, MN 102,043102.0k $9.6m $9.6m 0.02% Added +66.9k +66,863
78 Russell Investments Group, Ltd. 0.01% of their portfolio Seattle, WA 97,48297.5k $9.2m $9.2m 0.01% Reduced -2.2k -2,193
79 CITADEL ADVISORS LLC 0.01% of their portfolio MIAMI, FL 95,93595.9k $9.0m $9.0m 0.01% Reduced -1.8m -1,812,457
80 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio WEST SACRAMENTO, CA 95,56295.6k $9.0m $9.0m 0.01% Reduced -80 -80
81 CRAWFORD INVESTMENT COUNSEL INC 0.15% of their portfolio ATLANTA, GA 93,11593.1k $8.8m $8.8m 0.15% Added +2.1k +2,085
82 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 92,44792.4k $8.7m $8.7m 0.00% Reduced -29.7k -29,726
83 SILVERCREST ASSET MANAGEMENT GROUP LLC 0.06% of their portfolio NEW YORK, NY 92,44792.4k $8.7m $8.7m 0.06% Added +12.3k +12,333
84 MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio NEW YORK, NY 91,82491.8k $8.6m $8.6m 0.01% Reduced -940.6k -940,601
85 GABELLI FUNDS LLC 0.06% of their portfolio Rye, NY 91,49491.5k $8.6m $8.6m 0.06% Added +1.0k +1,000
86 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 90,14490.1k $8.5m $8.5m 0.01% Added +104 +104
87 North Reef Capital Management LP 0.34% of their portfolio LAGUNA BEACH, CA 90,00090.0k $8.5m $8.5m 0.34% New
88 Rafferty Asset Management, LLC 0.03% of their portfolio New York, NY 88,69688.7k $8.3m $8.3m 0.03% Reduced -18.1k -18,103
89 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 87,06887.1k $8.2m $8.2m 0.00% Added +3.1k +3,096
90 CITIGROUP INC 0.01% of their portfolio NEW YORK, NY 86,65686.7k $8.2m $8.2m 0.01% Added +7.3k +7,286
91 Longaeva Partners L.P. 0.96% of their portfolio Chicago, IL 86,19286.2k $8.1m $8.1m 0.96% New
92 Leeward Investments, LLC - MA 0.41% of their portfolio BOSTON, MA 85,87385.9k $8.1m $8.1m 0.41% Reduced -4.7k -4,729
93 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 85,46185.5k $8.0m $8.0m 0.00% Reduced -49.2k -49,187
94 FIRST NATIONAL BANK OF OMAHA 0.24% of their portfolio OMAHA, NE 84,77784.8k $8.0m $8.0m 0.24% Added +59.3k +59,277
95 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 80,66480.7k $7.6m $7.6m 0.00% Added +4.2k +4,233
96 Brevan Howard Capital Management LP 0.14% of their portfolio ST. HELIER, Y9 80,00080.0k $7.5m $7.5m 0.14% New
97 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 78,45278.5k $7.4m $7.4m 0.01% Added +5.1k +5,088
98 TUDOR INVESTMENT CORP ET AL 0.04% of their portfolio STAMFORD, CT 77,91377.9k $7.3m $7.3m 0.04% Added +75.6k +75,589
99 STRS OHIO 0.03% of their portfolio COLUMBUS, OH 75,15875.2k $7.1m $7.1m 0.03% Reduced -16.8k -16,796
100 HSBC HOLDINGS PLC 0.00% of their portfolio LONDON, X0 73,59873.6k $6.9m $6.9m 0.00% Reduced -43.1k -43,149