SEC 13F Intelligence

SSBUSDSOUTHSTATE CORPORATION

CUSIP 840441109 · Yahoo Finance ↗ · Google Finance ↗

Southstate Corporation (SSBUSD) has 9 institutional holders in Filings Flow’s 13F database, together reporting 68.4K shares worth $6M as of Q1 2026. The largest reported holders are Royal Bank Of Canada, Barclays PLC, and Private Management Group Inc.

Institutional Holders
9
Q1 2026
Reported Value
$6M
Ticker
SSBUSD
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 159Q4 ’18Q1 ’19: 157Q2 ’19: 148Q2 ’19Q3 ’19: 152Q2 ’21: 261Q2 ’21Q4 ’21: 280Q4 ’22: 327Q4 ’22Q4 ’25: 8Q1 ’26: 9Q1 ’26Q2 ’26: 2filingsflow.com
Total reported value
Q4 ’18: $15.2BQ4 ’18Q1 ’19: $3.6BQ2 ’19: $3.6BQ2 ’19Q3 ’19: $4.2BQ2 ’21: $281.9BQ2 ’21Q4 ’21: $11.2BQ4 ’22: $2.2BQ4 ’22Q4 ’25: $16MQ1 ’26: $6MQ1 ’26Q2 ’26: $1Mfilingsflow.com

Holders

Mixed quarters
Export to Excel
Manager% of PortfolioValueSharesQuarter
Donald L. Hagan, LLC$204M AUM0.72%$1M14.7KQ3 2025OLDER
Lummis Asset Management, LP$167M AUM0.47%$784,7318.3KQ1 2026OLDER
PRIVATE MANAGEMENT GROUP INC$3.5B AUM0.31%$10M104.0KQ3 2025OLDER
BURKETT FINANCIAL SERVICES, LLC$320M AUM0.30%$958,1819.6KQ2 2026
Oliver Luxxe Assets LLC$680M AUM0.29%$2M18.6KQ3 2025OLDER
First City Capital Management, Inc.$189M AUM0.26%$474,6754.8KQ3 2025OLDER
Norris Financial Group, LLC$108M AUM0.24%$260,2503.0KQ2 2026
Investors Research Corp$523M AUM0.22%$1M12.1KQ3 2025OLDER
Laurel Wealth Advisors LLC$1.0B AUM0.21%$1M15.6KQ3 2025OLDER
HOWARD FINANCIAL SERVICES, LTD.$1.0B AUM0.20%$2M16.1KQ3 2025OLDER
Polaris Capital Management, LLC$1.2B AUM0.20%$2M25.8KQ1 2026OLDER
Cutler Capital Management, LLC$370M AUM0.18%$562,3245.7KQ3 2025OLDER
MAINSAIL ASSET MANAGEMENT, LLC$223M AUM0.15%$351,1473.6KQ3 2025OLDER
DOLIVER ADVISORS, LP$440M AUM0.13%$507,5005.1KQ3 2025OLDER
Trail Ridge Investment Advisors, LLC$230M AUM0.12%$273,0792.8KQ3 2025OLDER
Corsicana & Co.$158M AUM0.07%$111,3841.2KQ1 2026OLDER
LIBERTY ONE INVESTMENT MANAGEMENT, LLC$970M AUM0.07%$1M12.3KQ3 2025OLDER
HBK Sorce Advisory LLC$5.0B AUM0.04%$2M16.5KQ3 2025OLDER
SouthState Bank Corp$2.1B AUM0.03%$755,1697.6KQ3 2025OLDER
Abacus Planning Group, Inc.$743M AUM0.03%$226,0172.3KQ3 2025OLDER
Verdence Capital Advisors LLC$1.7B AUM0.03%$514,2345.7KQ3 2025OLDER
Elo Mutual Pension Insurance Co$6.1B AUM0.03%$2M17.4KQ1 2026OLDER
U.S. Capital Wealth Advisors, LLC$4.0B AUM0.02%$784,6327.9KQ3 2025OLDER
Waverly Advisors, LLC$13.4B AUM0.02%$2M20.0KQ3 2025OLDER
SIGNATUREFD, LLC$6.5B AUM0.02%$1M12.5KQ3 2025OLDER
CWM, LLC$38.1B AUM0.01%$4,51345.6KQ3 2025OLDER
Wedmont Private Capital$3.1B AUM0.01%$274,9522.7KQ3 2025OLDER
Chicago Partners Investment Group LLC$4.5B AUM0.01%$318,2673.5KQ3 2025OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.01%$4M42.0KQ3 2025OLDER
NorthCrest Asset Manangement, LLC$3.2B AUM0.01%$257,1262.6KQ3 2025OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$27M288.8KQ3 2025OLDER
NorthCoast Asset Management LLC$4.3B AUM0.00%$870,6498.8KQ3 2025OLDER
BARCLAYS PLC$416.3B AUM0.00%$11M116.8KQ4 2025OLDER
IFP Advisors, Inc$4.8B AUM0.00%$85,819868Q4 2025OLDER
DAVENPORT & Co LLC$18.4B AUM0.00%$297,3093.2KQ4 2025OLDER
KING LUTHER CAPITAL MANAGEMENT CORP$23.1B AUM0.00%$290,2353.1KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$714,5147.0KQ3 2025OLDER
Blue Trust, Inc.$8.7B AUM0.00%$54,478551Q3 2025OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$17,976182Q3 2025OLDER
MATHER GROUP, LLC.$10.0B AUM0.00%$16,412166Q3 2025OLDER
Wealthspire Advisors, LLC$12.7B AUM0.00%$31,342317Q3 2025OLDER
DiNuzzo Private Wealth, Inc.$928M AUM0.00%$1,12311Q3 2025OLDER
CURIO WEALTH, LLC$293M AUM0.00%$931Q1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.00%$5936Q3 2025OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$1021Q1 2026OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.