SSB on NYSE
SouthState Bank
American bank
SouthState Bank, based in Winter Haven, Florida, is an American bank and a subsidiary of SouthState Corporation, a bank holding company. As of May 26, 2025, the company had 371 branches in South Carolina, North Carolina, Georgia, Florida, Alabama, Virginia, Colorado and Texas.3 From Wikipedia, CC BY-SA 4.0
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Last updated Oct 18, 2026.
Overview
- TickerSSB on NYSE1
- Industryeconomics of banking, financial sector, financial services1
- HeadquartersWinter Haven1
- Founded inOrangeburg1
- Websitewww.southstatebank.com
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SouthState Bank, based in Winter Haven, Florida, is an American bank and a subsidiary of SouthState Corporation, a bank holding company. As of May 26, 2025, the company had 371 branches in South Carolina, North Carolina, Georgia, Florida, Alabama, Virginia, Colorado and Texas.3
Financials
From the company’s reports to the SEC. Every number links to the filing it came from.
What sells
Revenue by product, business segment and region, as the company reports it to the SEC.
Products and services
Banking brought in 32% of the revenue SouthState Bank broke down this way in fiscal 2025.
Products and services by year
| Products and services | 2023 | 2024 | 2025 |
|---|---|---|---|
| Banking | $134.6M | $142.3M | $166.3M |
| Deposit Account | $129.0M | $136.1M | $158.3M |
| Correspondent banking and capital markets income | $49.1M | $32.6M | $72.0M |
| Fiduciary and Trust | $39.4M | $45.5M | $58.2M |
| Interchange and debit card transaction fees | $20.6M | $24.8M | $32.3M |
| Mortgage Banking | $13.4M | $20.0M | $24.3M |
| SBA income | $13.9M | $16.2M | $9.2M |
Financial statements
Every line of the income statement as filed: the last 3 fiscal years, latest first.5
| Period ending | 2025-12-31 | 2024-12-31 | 2023-12-31 |
|---|---|---|---|
| Loans, including fees | $3.0B | $1.9B | $1.7B |
| Taxable | $260.1M | $155.5M | $162.9M |
| Tax-exempt | $26.6M | $22.9M | $23.5M |
| Federal funds sold, securities purchased under agreements to resell and interest-bearing deposits with banks | $91.2M | $37.1M | $41.6M |
| Total interest income | $3.4B | $2.1B | $1.9B |
| Deposits | $995.0M | $671.8M | $440.3M |
| Federal funds purchased and securities sold under agreements to repurchase | $20.2M | $20.3M | $15.6M |
| Corporate and subordinated debentures | $60.3M | $23.9M | $23.6M |
| Other borrowings | $648.0K | $9.9M | $12.3M |
| Total interest expense | $1.1B | $725.9M | $491.8M |
| Net interest income | $2.3B | $1.4B | $1.5B |
| Provision for credit losses | $119.8M | $16.0M | $114.1M |
| Net interest income after provision for credit losses | $2.2B | $1.4B | $1.3B |
| Securities (losses) gains, net | -$228.8M | -$50.0K | $43.0K |
| Gain on sale-leaseback, net of transaction costs | $229.3M | ||
| Other income | $55.3M | $51.9M | $42.0M |
| Total noninterest income | $377.7M | $302.3M | $286.9M |
| Salaries and employee benefits | $797.8M | $606.9M | $583.4M |
| Occupancy expense | $160.4M | $90.1M | $88.7M |
| Information services expense | $120.9M | $92.2M | $84.5M |
| OREO and loan related expense | $10.4M | $4.7M | $1.7M |
| Amortization of intangibles | $94.7M | $22.4M | $27.6M |
| Supplies, printing and postage expense | $14.0M | $10.6M | $10.6M |
| Professional fees | $21.8M | $16.4M | $18.5M |
| FDIC assessment and other regulatory charges | $41.0M | $31.2M | $33.1M |
| FDIC special assessment | -$3.8M | $3.9M | $25.7M |
| Advertising and marketing | $13.0M | $9.1M | $9.5M |
| Merger, branch consolidation, severance-related, and other expense | $117.8M | $20.1M | $13.2M |
| Other expense | $133.1M | $94.0M | $98.2M |
| Total noninterest expense | $1.5B | $1.0B | $994.6M |
| Income before provision for income taxes | $1.0B | $700.2M | $630.9M |
| Provision for income taxes | $241.5M | $165.5M | $136.5M |
| Net income | $798.7M | $534.8M | $494.3M |
| Basic (in dollars per share) | $7.90 | $7.01 | $6.50 |
| Diluted (in dollars per share) | $7.87 | $6.97 | $6.46 |
| Basic (in shares) | 101.0M shares | 76.3M shares | 76.1M shares |
| Diluted (in shares) | 101.5M shares | 76.8M shares | 76.5M shares |
No quarter-by-quarter statement was filed.
Every line of the balance sheet as filed: the last 4 fiscal years (annual) or 4 quarters (quarterly), latest first.5
| Period ending | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 |
|---|---|---|---|---|
| Cash and due from banks | $583.4M | $525.5M | ||
| Federal funds sold and interest-earning deposits with banks | $2.3B | $593.8M | ||
| Deposits in other financial institutions (restricted cash) | $302.2M | $272.8M | ||
| Total cash and cash equivalents | $3.2B | $1.4B | ||
| Trading securities, at fair value | $110.2M | $102.9M | ||
| Securities held to maturity (fair value of $1,732,850 and $1,834,527) | $2.0B | $2.3B | ||
| Securities available for sale, at fair value | $6.3B | $4.3B | ||
| Other investments | $353.4M | $223.6M | ||
| Total investment securities | $8.7B | $6.8B | ||
| Loans held for sale | $345.3M | $279.4M | ||
| Total loans | $48.6B | $33.9B | ||
| Less allowance for credit losses | -$585.2M | -$465.3M | -$456.6M | -$356.4M |
| Loans, net | $48.0B | $33.4B | ||
| Premises and equipment, net | $994.2M | $502.6M | ||
| "Bank owned life insurance (""BOLI"")" | $1.3B | $1.0B | ||
| Deferred tax assets | $112.6M | $179.9M | ||
| Derivatives assets | $222.9M | $161.5M | ||
| Mortgage servicing rights | $84.0M | $89.8M | ||
| Core deposit and other intangibles | $386.3M | $66.5M | ||
| Goodwill | $3.1B | $1.9B | ||
| Other assets | $653.2M | $433.8M | ||
| Total assets | $67.2B | $46.4B | ||
| Noninterest-bearing | $13.4B | $10.2B | ||
| Interest-bearing | $41.8B | $27.9B | ||
| Total deposits | $55.1B | $38.1B | ||
| Federal funds purchased | $306.8M | $260.2M | ||
| Securities sold under agreements to repurchase | $311.4M | $254.7M | ||
| Corporate and subordinated debentures | $696.5M | $391.5M | ||
| Reserve for unfunded commitments | $69.6M | $45.3M | ||
| Derivative liabilities | $554.7M | $879.9M | ||
| Other liabilities | $1.1B | $598.3M | ||
| Total liabilities | $58.1B | $40.5B | ||
| Common stock - $2.50 par value; authorized 160,000,000 shares; 99,138,204 and 76,322,206 shares issued and outstanding, respectively | $247.8M | $190.8M | ||
| Surplus | $6.5B | $4.3B | ||
| Retained earnings | $2.6B | $2.0B | ||
| Accumulated other comprehensive loss | -$283.4M | -$606.9M | ||
| Total shareholders' equity | $9.1B | $5.9B | $5.5B | $5.1B |
| Total liabilities and shareholders' equity | $67.2B | $46.4B | ||
| Securities held to maturity, fair value (in dollars) | $1.7B | $1.8B | ||
| Common stock, par value (in dollars per share) | $2.50 | $2.50 | ||
| Common stock, shares authorized | 160.0M shares | 160.0M shares | ||
| Common stock, shares issued | 99.1M shares | 76.3M shares | ||
| Common stock, shares outstanding | 99.1M shares | 76.3M shares |
| Period ending | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 |
|---|---|---|---|---|
| Cash and due from banks | $583.4M | $525.5M | ||
| Federal funds sold and interest-earning deposits with banks | $2.3B | $593.8M | ||
| Deposits in other financial institutions (restricted cash) | $302.2M | $272.8M | ||
| Total cash and cash equivalents | $3.2B | $1.4B | ||
| Trading securities, at fair value | $110.2M | $102.9M | ||
| Securities held to maturity (fair value of $1,732,850 and $1,834,527) | $2.0B | $2.3B | ||
| Securities available for sale, at fair value | $6.3B | $4.3B | ||
| Other investments | $353.4M | $223.6M | ||
| Total investment securities | $8.7B | $6.8B | ||
| Loans held for sale | $345.3M | $279.4M | ||
| Total loans | $48.6B | $33.9B | ||
| Less allowance for credit losses | -$585.2M | -$465.3M | -$456.6M | -$356.4M |
| Loans, net | $48.0B | $33.4B | ||
| Premises and equipment, net | $994.2M | $502.6M | ||
| "Bank owned life insurance (""BOLI"")" | $1.3B | $1.0B | ||
| Deferred tax assets | $112.6M | $179.9M | ||
| Derivatives assets | $222.9M | $161.5M | ||
| Mortgage servicing rights | $84.0M | $89.8M | ||
| Core deposit and other intangibles | $386.3M | $66.5M | ||
| Goodwill | $3.1B | $1.9B | ||
| Other assets | $653.2M | $433.8M | ||
| Total assets | $67.2B | $46.4B | ||
| Noninterest-bearing | $13.4B | $10.2B | ||
| Interest-bearing | $41.8B | $27.9B | ||
| Total deposits | $55.1B | $38.1B | ||
| Federal funds purchased | $306.8M | $260.2M | ||
| Securities sold under agreements to repurchase | $311.4M | $254.7M | ||
| Corporate and subordinated debentures | $696.5M | $391.5M | ||
| Reserve for unfunded commitments | $69.6M | $45.3M | ||
| Derivative liabilities | $554.7M | $879.9M | ||
| Other liabilities | $1.1B | $598.3M | ||
| Total liabilities | $58.1B | $40.5B | ||
| Common stock - $2.50 par value; authorized 160,000,000 shares; 99,138,204 and 76,322,206 shares issued and outstanding, respectively | $247.8M | $190.8M | ||
| Surplus | $6.5B | $4.3B | ||
| Retained earnings | $2.6B | $2.0B | ||
| Accumulated other comprehensive loss | -$283.4M | -$606.9M | ||
| Total shareholders' equity | $9.1B | $5.9B | $5.5B | $5.1B |
| Total liabilities and shareholders' equity | $67.2B | $46.4B | ||
| Securities held to maturity, fair value (in dollars) | $1.7B | $1.8B | ||
| Common stock, par value (in dollars per share) | $2.50 | $2.50 | ||
| Common stock, shares authorized | 160.0M shares | 160.0M shares | ||
| Common stock, shares issued | 99.1M shares | 76.3M shares | ||
| Common stock, shares outstanding | 99.1M shares | 76.3M shares |
Cash flow is reported year to date, not quarter by quarter, so there are no separate quarterly figures.
Every line of the cash flow as filed: the last 3 fiscal years, latest first.5
| Period ending | 2025-12-31 | 2024-12-31 | 2023-12-31 |
|---|---|---|---|
| Net income | $798.7M | $534.8M | $494.3M |
| Depreciation and amortization | $157.6M | $56.7M | $58.8M |
| Provision for credit losses | $119.8M | $16.0M | $114.1M |
| Deferred income taxes | $117.8M | -$10.9M | $1.9M |
| (Gains) losses on sale of securities, net | $228.8M | $50.0K | -$43.0K |
| Share-based compensation expense | $37.0M | $28.0M | $35.9M |
| Accretion of discount related to acquired loans | -$258.6M | -$14.4M | -$20.8M |
| Losses (gains) on disposal of premises and equipment | $148.0K | -$19.0K | $66.0K |
| Impairment of lease right of use asset | $4.4M | ||
| Gains on sale of bank properties held for sale and repossessed real estate | -$244.9M | -$1.4M | -$1.7M |
| Net amortization of premiums and discounts on investment securities | $11.0M | $19.3M | $20.1M |
| Bank properties held for sale and repossessed real estate write downs | $5.7M | $255.0K | $1.6M |
| Premises and equipment write downs | $1.2M | ||
| Fair value adjustment for loans held for sale | $1.5M | $69.0K | -$833.0K |
| Originations and purchases of loans held for sale | -$2.1B | -$1.8B | -$881.0M |
| Proceeds from sales of loans held for sale | $1.2B | $1.2B | $863.5M |
| Gains on sales of loans held for sale | -$21.5M | -$24.9M | -$3.5M |
| Increase in cash surrender value of BOLI | -$35.9M | -$27.6M | -$25.1M |
| Accrued interest receivable | -$9.5M | -$9.0M | -$19.8M |
| Prepaid assets | $6.8M | -$8.3M | $2.0M |
| Operating leases | $7.4M | $72.0K | $322.0K |
| Bank owned life insurance | -$3.9M | -$2.8M | -$1.6M |
| Trading securities | $826.1M | $281.9M | -$57.0K |
| Derivative assets | -$54.7M | $11.4M | $38.1M |
| Miscellaneous other assets | -$40.6M | $5.9M | -$6.3M |
| Accrued interest payable | -$30.0M | -$16.1M | $50.6M |
| Accrued income taxes | -$60.4M | $52.1M | $62.5M |
| Derivative liabilities | -$332.8M | $75.4M | -$229.7M |
| Miscellaneous other liabilities | -$872.0K | $140.6M | -$6.5M |
| Net cash provided by operating activities | $300.8M | $512.0M | $546.8M |
| Proceeds from sales of investment securities available for sale | $2.9B | $1.9M | $129.6M |
| Proceeds from maturities and calls of investment securities held to maturity | $202.5M | $228.5M | $190.8M |
| Proceeds from maturities and calls of investment securities available for sale | $3.8B | $511.6M | $590.8M |
| Proceeds from sales and redemptions of other investment securities | $45.4M | $144.9M | $214.4M |
| Purchases of investment securities available for sale | -$6.9B | -$96.8M | -$80.4M |
| Purchases of other investment securities | -$117.4M | -$140.1M | -$226.7M |
| Net increase in loans | -$1.5B | -$1.5B | -$2.2B |
| Net cash received from acquisitions | $1.0B | ||
| Net cash paid for acquisition of customer list | -$279.0K | ||
| Recoveries of loans previously charged off | $17.0M | $16.8M | $15.8M |
| Purchase of bank owned life insurance | -$6.0M | ||
| Purchases of premises and equipment | -$70.3M | -$35.8M | -$38.9M |
| Proceeds from redemption and payout of bank owned life insurance policies | $11.4M | $8.7M | $6.0M |
| Proceeds from sale of bank properties held for sale and repossessed real estate | $589.6M | $14.6M | $11.6M |
| Proceeds from sale of premises and equipment | $997.0K | $373.0K | $856.0K |
| Net cash provided by (used in) investing activities | $20.8M | -$886.2M | -$1.4B |
| Net increase in deposits | $1.9B | $1.0B | $699.8M |
| Net increase (decrease) in federal funds purchased and securities sold under agreements to repurchase and other short-term borrowings | $103.3M | $25.7M | -$67.2M |
| Proceeds from borrowings | $1.0B | $4.0B | $6.1B |
| Repayment of borrowings | -$1.1B | -$4.1B | -$6.0B |
| Common stock issuance | $5.0M | $3.2M | $2.8M |
| Common stock repurchases | -$235.8M | -$16.8M | -$16.1M |
| Dividends paid | -$231.3M | -$162.9M | -$156.2M |
| Excess tax paid on repurchases of corporate stock | -$1.8M | ||
| Stock options exercised | $472.0K | $5.6M | $2.9M |
| Net cash provided by financing activities | $1.5B | $767.4M | $566.0M |
| Net increase (decrease) in cash and cash equivalents | $1.8B | $393.2M | -$313.7M |
| Interest | $1.1B | $742.0M | $441.2M |
| Income taxes | $170.1M | $111.5M | $74.7M |
| Recognition of operating lease assets in exchange for lease liabilities | $439.6M | $11.1M | $1.2M |
| Pooling of interest only strips into trading securities | $20.4M | ||
| Creation of interest only strips from pooling of SBA loans held for sale | $83.0M | ||
| Pooling of SBA loans held for sale into trading securities | $812.9M | $353.5M | |
| Fair value of tangible assets acquired | $16.6B | ||
| Other intangible assets acquired | $414.6M | ||
| Liabilities assumed | $15.7B | ||
| Net identifiable assets acquired over liabilities assumed | $1.2B | ||
| Common stock issued in acquisition | $2.5B | ||
| Real estate transferred from premises and equipment to premises held for sale related to the sale-leaseback transaction | $230.1M | ||
| Real estate acquired in full or in partial settlement of loans | $32.8M | $5.7M | $3.8M |
No quarter-by-quarter statement was filed.
Leadership
Who has led SouthState Bank, and when. Pick a name to see everywhere that person has worked.
President
Chief financial officer
Chief operating officer
- Chief executive officerJohn C. Corbett Jun 12, 2020 to now13
- Chief executive officerJohn F. Windley Jan 26, 2017 to Mar 17, 201714
- Chief executive officerThomas S. Camp Jan 4, 2008 to Feb 12, 201015
- ChairRobert R. Horger Jan 4, 2006 to Oct 31, 200816
- PresidentJohn S. Goettee Mar 7, 2019 to Jun 9, 202017
- PresidentJohn W. Williamson Iii. Feb 18, 2014 to Feb 18, 201418
- PresidentThomas S. Camp Jan 4, 2008 to Sep 21, 201115
- PresidentJohn F. Windley Mar 15, 2006 to Feb 25, 201919
- Chief financial officerDonald E. Pickett Jan 27, 2010 to Jun 13, 201220
- Chief financial officerJohn C. Pollok Jan 4, 2008 to Jun 10, 202021
- Chief financial officerRichard C. Mathis Jan 4, 2006 to Nov 26, 200722
- Chief operating officerRenee R. Brooks Sep 20, 2018 to now23
- Chief operating officerJohn C. Pollok Jan 4, 2007 to Oct 31, 201724
Board members and other officers (59)
- Chief Administrative OfficerJennifer Idell Jan 30, 2025 to now25
- Chief Credit OfficerDaniel E. Bockhorst Jun 12, 2020 to now26
- Chief Accounting OfficerSara Arana Jun 12, 2020 to now27
- Chief Credit OfficerJonathan S. Kivett Jan 2, 2019 to Jun 9, 202028
- Chief Risk OfficerL. Andrew Westbrook Iii. Aug 2, 2017 to Jun 10, 202029
- CHIEF BANKING OFFICERJohn F. Windley Mar 25, 2013 to Mar 25, 201330
- SVP/DIR. OF EXTERNAL REPORTINGKeith S. Rainwater Feb 3, 2012 to Jun 9, 202031
- CHIEF ADMINISTRATIVE OFFICERRenee R. Brooks Feb 9, 2011 to Mar 29, 201832
- Chief Risk OfficerRichard C. Mathis Jan 4, 2008 to Feb 13, 201733
- Executive OfficerJames A. Shuford Iii. Jan 4, 2006 to Dec 12, 200734
- EVP & Chief Credit OfficerJoe E. Burns Jan 4, 2006 to Feb 15, 201935
- Executive Vice PresidentJohn C. Pollok Jan 4, 2006 to Jan 26, 202236
- ControllerKaren L. Dey Jan 4, 2006 to Nov 1, 201137
- Executive OfficerThomas S. Camp Jan 4, 2006 to Feb 11, 200838
- Executive Vice PresidentDane H. Murray Apr 26, 2006 to Feb 8, 201139
- Board memberDavid R. Brooks Jan 7, 2025 to now40
- Board memberG. Stacy Smith Jan 7, 2025 to now41
- Board memberJanet P. Froetscher Jan 7, 2025 to now42
- Board memberMerriann Metz Jul 26, 2024 to now43
- Board memberDouglas J. Hertz Mar 7, 2022 to now44
- Board memberRonald M. Cofield Mar 7, 2022 to now45
- Board memberShantella E. Cooper Mar 7, 2022 to now46
- Board memberGrey B. Murray May 4, 2020 to May 4, 202047
- Board memberDavid G. Salyers Jun 12, 2020 to now48
- Board memberErnest S. Pinner Jun 12, 2020 to Nov 29, 202249
- Board memberG. Ruffner Page Jr. Jun 12, 2020 to now50
- Board memberJohn C. Corbett Jun 12, 2020 to now13
- Board memberJohn H. Holcomb Iii. Jun 12, 2020 to Nov 29, 202251
- Board memberJoshua A. Snively Jun 12, 2020 to now52
- Board memberWilliam K. Pou Jr. Jun 12, 2020 to now53
- Board memberJohn C. Pollok Dec 2, 2020 to Oct 26, 202354
- Board memberJames C. Cherry Dec 4, 2017 to May 6, 201955
- Board memberJean E. Davis Dec 4, 2017 to Nov 12, 202456
- Board memberMartin Bernard Davis May 18, 2016 to now57
- Board memberB. Ed Shelley Jr. Jul 30, 2013 to May 3, 201658
- Board memberPaula Harper Bethea Jul 30, 2013 to May 4, 202059
- Board memberR. Wayne Hall Jul 30, 2013 to Jul 30, 201360
- Board memberRichard W. Salmons Jr. Jul 30, 2013 to May 3, 201661
- Board memberRobert H. Demere Jr. Dec 17, 2012 to Nov 29, 202262
- Board memberCynthia A. Hartley Jul 11, 2011 to May 3, 202263
- Board memberKevin P. Walker Nov 4, 2010 to Nov 29, 202264
- Board memberRobert R. Horger Jan 26, 2009 to Nov 29, 202265
- Board memberHerb G. Gray Nov 23, 2009 to Nov 17, 201666
- Board memberAlton Clarence Phillips Jun 13, 2007 to Feb 22, 201767
- Board memberJohn W. Williamson Iii. Jan 24, 2006 to May 3, 201668
- Board memberDalton B. Floyd Jr. Feb 10, 2006 to May 5, 201069
- Board memberA. Dewall Waters Feb 13, 2006 to Feb 12, 200870
- Board memberJames W. Roquemore Feb 13, 2006 to now71
- Board memberSusie H. Vanhuss Mar 2, 2006 to Feb 13, 201272
- Board memberCathy C. Yeadon Apr 19, 2006 to Jul 26, 200773
- Board memberCaine Halter May 3, 2006 to May 11, 200774
- Board memberColden R. Battey Jr. May 3, 2006 to Nov 26, 200775
- Board memberDwight W. Frierson May 3, 2006 to Feb 13, 201276
- Board memberHarry M. Mims Jr. May 3, 2006 to May 3, 201377
- Board memberLuther J. Battiste Iii. May 3, 2006 to May 3, 201678
- Board memberM. Oswald Fogle May 3, 2006 to Apr 19, 201779
- Board memberRalph W. Norman May 3, 2006 to May 3, 201680
- Board memberThomas E. Suggs May 3, 2006 to May 4, 202081
- General counselBeth S. Desimone Jun 12, 2020 to now82
Employees over time
- 20182,6021
Timeline
Filings
729 filings to the SEC since October 2021: 5 annual reports, 15 quarterly reports, 82 major events, 502 insider forms, 20 large holders, 105 other. The latest 20:
- Oct 2, 20268-K EDGAR
- Aug 27, 2026N-PX EDGAR
- Aug 19, 2026144/A EDGAR
- Aug 19, 2026144 EDGAR
- Aug 19, 20264 PRIMARY DOCUMENT EDGAR
- Aug 14, 20264 PRIMARY DOCUMENT EDGAR
- Aug 13, 20264 PRIMARY DOCUMENT EDGAR
- Aug 13, 20264 PRIMARY DOCUMENT EDGAR
- Aug 7, 20264 PRIMARY DOCUMENT EDGAR
- Aug 6, 202613F-HR EDGAR
- Aug 5, 2026144 EDGAR
- Aug 5, 2026144 EDGAR
- Aug 4, 20264 PRIMARY DOCUMENT EDGAR
- Aug 4, 20264 PRIMARY DOCUMENT EDGAR
- Aug 4, 20264 PRIMARY DOCUMENT EDGAR
- Aug 4, 20264 PRIMARY DOCUMENT EDGAR
- Aug 3, 2026144 EDGAR
- Aug 3, 20264 PRIMARY DOCUMENT EDGAR
- Jul 31, 202610-Q EDGAR
- Jul 23, 20264 PRIMARY DOCUMENT EDGAR
The 729 filings since October 2021 can be filtered by form type and year here when JavaScript is on.
Every filing from the last three years, summarized. The full record is on SEC EDGAR.
Insider trades and holders
Large holders
Investors who own more than 5% must tell the SEC: a 13D if they may seek to influence the company, a 13G if they hold passively. 20 such filings since October 2021, the latest 10:
- Apr 30, 2026SCHEDULE 13G
- Apr 29, 2026SCHEDULE 13G
- Apr 9, 2026SCHEDULE 13G
- Mar 27, 2026SCHEDULE 13G/A
- May 13, 2025SCHEDULE 13G
- Feb 7, 2025SCHEDULE 13G/A
- Feb 5, 2025SCHEDULE 13G/A
- Feb 5, 2025SCHEDULE 13G
- Nov 14, 2024SC 13G/A
- Feb 14, 2024SC 13G
From Forms 4 and Schedules 13D and 13G filed with the SEC.
Held by these funds
The largest holders among investment managers' 13F reports for the quarter ending Jun 30, 2026, the top 25 of 100. Change is in shares since the quarter before.
| Fund | Shares | Value | Share of the fund | Change |
|---|---|---|---|---|
| BlackRock, Inc. | 9,825,398 | $981.6M | 0.0% | +352,714 |
| Vanguard Portfolio Management LLC | 6,342,629 | $633.6M | 0.0% | +134,631 |
| Dimensional Fund Advisors LP | 5,104,685 | $510.0M | 0.1% | +169,834 |
| Vanguard Capital Management LLC | 4,417,078 | $441.3M | 0.0% | +13,406 |
| State Street Corp | 3,858,127 | $385.4M | 0.0% | +123,549 |
| Invesco Ltd. | 2,295,282 | $229.3M | 0.0% | +167,940 |
| American Century Companies Inc | 2,085,755 | $208.4M | 0.1% | −22,835 |
| Fmr LLC | 2,084,342 | $208.2M | 0.0% | +345,500 |
| Geode Capital Management, LLC | 1,949,937 | $194.8M | 0.0% | −10,252 |
| Franklin Resources Inc | 1,842,441 | $184.1M | 0.0% | +61,031 |
| Aqr Capital Management LLC | 1,831,837 | $183.0M | 0.1% | +351,703 |
| Victory Capital Management Inc | 1,693,709 | $169.2M | 0.1% | +11,633 |
| Wellington Management Group Llp | 1,520,652 | $151.9M | 0.0% | +202,931 |
| Morgan Stanley | 1,354,675 | $135.3M | 0.0% | −120,594 |
| Qube Research & Technologies Ltd | 1,309,972 | $130.9M | 0.1% | +395,415 |
| Bank of New York Mellon Corp | 1,305,493 | $130.4M | 0.0% | −137,446 |
| Norges Bank | 1,238,885 | $123.8M | 0.0% | New |
| First Trust Advisors LP | 1,218,164 | $121.7M | 0.1% | +68,861 |
| Earnest Partners LLC | 1,192,129 | $119.1M | 0.4% | −43,854 |
| Charles Schwab Investment Management Inc | 1,191,148 | $119.0M | 0.0% | −27,726 |
| Allspring Global Investments Holdings, LLC | 939,032 | $95.2M | 0.1% | −139,034 |
| Goldman Sachs Group Inc | 877,196 | $87.6M | 0.0% | +45,573 |
| Manufacturers Life Insurance Company, The | 855,527 | $85.5M | 0.1% | +4,764 |
| Northern Trust Corp | 818,486 | $81.8M | 0.0% | −4,506 |
| Capital International Investors | 798,826 | $79.8M | 0.0% | −266,586 |
13F reports cover disclosed long positions in U.S. stocks only.
Members of Congress who traded it
27 trades disclosed by members of Congress, the latest 25. “Vs S&P since” is the stock’s change since the trade minus the S&P 500’s.
| Date | Member | Trade | Amount | Vs S&P since | Filing |
|---|---|---|---|---|---|
| Mar 27, 2023 | Rick W. AllenRepublican, House | Sale | $100,001 - $250,000 | +55.8% | Report |
| Mar 9, 2023 | Rick W. AllenRepublican, House | Partial sale | $50,001 - $100,000 | +61.7% | Report |
| Jan 13, 2023 | Rick W. AllenRepublican, House | Partial sale | $50,001 - $100,000 | +70.1% | Report |
| May 5, 2022 | Rick W. AllenRepublican, House | Partial sale | $50,001 - $100,000 | +57.6% | Report |
| Apr 4, 2022 | Rick W. AllenRepublican, House | Partial sale | $50,001 - $100,000 | +42.7% | Report |
| Feb 16, 2022 | Rick W. AllenRepublican, House | Partial sale | $50,001 - $100,000 | +60.3% | Report |
| Feb 9, 2022 | Rick W. AllenRepublican, House | Partial sale | $50,001 - $100,000 | +53.4% | Report |
| Jan 18, 2022 | Rick W. AllenRepublican, House | Partial sale | $50,001 - $100,000 | +53.8% | Report |
| Jan 13, 2022 | Rick W. AllenRepublican, House | Partial sale | $50,001 - $100,000 | +55.4% | Report |
| Sep 28, 2021 | Rick W. AllenRepublican, House | Partial sale | $100,001 - $250,000 | +41.5% | Report |
| Jun 9, 2021 | Rick W. AllenRepublican, House | Partial sale | $15,001 - $50,000 | +66.4% | Report |
| May 13, 2021 | Rick W. AllenRepublican, House | Sale | $15,001 - $50,000 | +74.4% | Report |
| May 13, 2021 | Rick W. AllenRepublican, House | Partial sale | $15,001 - $50,000 | +74.4% | Report |
| Feb 18, 2021 | Rick W. AllenRepublican, House | Sale | $15,001 - $50,000 | +70.9% | Report |
| Feb 18, 2021 | Rick W. AllenRepublican, House | Partial sale | $15,001 - $50,000 | +70.9% | Report |
| Feb 10, 2021 | Rick W. AllenRepublican, House | Sale | $15,001 - $50,000 | +71.1% | Report |
| Feb 10, 2021 | Rick W. AllenRepublican, House | Partial sale | $15,001 - $50,000 | +71.1% | Report |
| Jan 13, 2021 | Rick W. AllenRepublican, House | Partial sale | $50,001 - $100,000 | +76.1% | Report |
| Nov 16, 2020 | Rick W. AllenRepublican, House | Partial sale | $15,001 - $50,000 | +70.7% | Report |
| Apr 15, 2020 | Rick W. AllenRepublican, House | Partial sale | $100,001 - $250,000 | +83.1% | Report |
| Mar 16, 2020 | Rick W. AllenRepublican, House | Partial sale | $15,001 - $50,000 | +137.3% | Report |
| Feb 21, 2020 | Rick W. AllenRepublican, House | Sale | $50,001 - $100,000 | +101.3% | Report |
| Feb 21, 2020 | Rick W. AllenRepublican, House | Partial sale | $50,001 - $100,000 | +101.3% | Report |
| Sep 12, 2019 | Rick W. AllenRepublican, House | Partial sale | $15,001 - $50,000 | +125.5% | Report |
| Sep 10, 2019 | Rick W. AllenRepublican, House | Partial sale | $15,001 - $50,000 | +124.1% | Report |
Members report amounts as ranges, not exact figures. Returns are price-only (no dividends).
Links
- Websitewww.southstatebank.com1
- X (Twitter)x.com/SouthStateBank1
- Facebookwww.facebook.com/SouthStateBank1
- Instagramwww.instagram.com/southstatebank1
- LinkedInwww.linkedin.com/company/south-state-bank1
- WikipediaSouthState Bank
- WikidataQ55633597
- SEC EDGARCIK 1542445
Sources
The numbers on this page point here. Each one links to the record it came from.
- 1WikidataSouthState Bank on Wikidata
- 2SEC EDGARSouthState Bank filings on SEC EDGAR
- 3WikipediaSouthState Bank on Wikipedia
- 4Wikimedia CommonsSouthState Bank photo by Harrison Keely, CC BY 4.0
- 5
- 6SEC EDGARSouthState Bank 10-K for fiscal 2019
- 7SEC EDGARSouthState Bank 10-K for fiscal 2020
- 8SEC EDGARSouthState Bank 10-K for fiscal 2021
- 9SEC EDGARSouthState Bank 10-K for fiscal 2022
- 10SEC EDGARSouthState Bank 10-Q for fiscal 2026
- 11SEC EDGARSouthState Bank 10-Q for fiscal 2026
- 12SEC EDGARSouthState Bank 10-K for fiscal 2019
- 13
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- 15
- 16SEC EDGARRobert R. Horger, Chair
- 17SEC EDGARJohn S. Goettee, President
- 18SEC EDGARJohn W. Williamson Iii., President
- 19SEC EDGARJohn F. Windley, President
- 20
- 21
- 22
- 23
- 24
- 25
- 26
- 27SEC EDGARSara Arana, Chief Accounting Officer
- 28
- 29
- 30
- 31
- 32
- 33
- 34
- 35
- 36
- 37SEC EDGARKaren L. Dey, Controller
- 38SEC EDGARThomas S. Camp, Executive Officer
- 39
- 40SEC EDGARDavid R. Brooks, Board member
- 41SEC EDGARG. Stacy Smith, Board member
- 42SEC EDGARJanet P. Froetscher, Board member
- 43SEC EDGARMerriann Metz, Board member
- 44SEC EDGARDouglas J. Hertz, Board member
- 45SEC EDGARRonald M. Cofield, Board member
- 46SEC EDGARShantella E. Cooper, Board member
- 47SEC EDGARGrey B. Murray, Board member
- 48SEC EDGARDavid G. Salyers, Board member
- 49SEC EDGARErnest S. Pinner, Board member
- 50SEC EDGARG. Ruffner Page Jr., Board member
- 51SEC EDGARJohn H. Holcomb Iii., Board member
- 52SEC EDGARJoshua A. Snively, Board member
- 53SEC EDGARWilliam K. Pou Jr., Board member
- 54SEC EDGARJohn C. Pollok, Board member
- 55SEC EDGARJames C. Cherry, Board member
- 56SEC EDGARJean E. Davis, Board member
- 57SEC EDGARMartin Bernard Davis, Board member
- 58SEC EDGARB. Ed Shelley Jr., Board member
- 59SEC EDGARPaula Harper Bethea, Board member
- 60SEC EDGARR. Wayne Hall, Board member
- 61SEC EDGARRichard W. Salmons Jr., Board member
- 62SEC EDGARRobert H. Demere Jr., Board member
- 63SEC EDGARCynthia A. Hartley, Board member
- 64SEC EDGARKevin P. Walker, Board member
- 65SEC EDGARRobert R. Horger, Board member
- 66SEC EDGARHerb G. Gray, Board member
- 67
- 68
- 69SEC EDGARDalton B. Floyd Jr., Board member
- 70SEC EDGARA. Dewall Waters, Board member
- 71SEC EDGARJames W. Roquemore, Board member
- 72SEC EDGARSusie H. Vanhuss, Board member
- 73SEC EDGARCathy C. Yeadon, Board member
- 74SEC EDGARCaine Halter, Board member
- 75SEC EDGARColden R. Battey Jr., Board member
- 76SEC EDGARDwight W. Frierson, Board member
- 77SEC EDGARHarry M. Mims Jr., Board member
- 78
- 79SEC EDGARM. Oswald Fogle, Board member
- 80SEC EDGARRalph W. Norman, Board member
- 81SEC EDGARThomas E. Suggs, Board member
- 82SEC EDGARBeth S. Desimone, General counsel