Who holds ticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

SOUTHSTATE BK CORP · common stock · Q1 2026 · 2 members disclosed SSB ↗

13F filers reporting this class for the quarter ended 2026-03-31: 377
sum of the reported values across every holder; undisclosed values are left out, never counted as zero: $6.4B
holders whose share count rose or who opened the position (new + add), by shares: 205
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 47

Holders — quarter ended 2026-03-31

by reported value · Δ shares vs 2025-12-31Holders rank by reported value. The change kind — new, add, trim or exit — is read from the share count against the prior quarter, never from the reported value.

13F holders of SSB ranked by reported value, 1–25 of 431 holders
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$876M	9,472,684	+116,333	ADD
2	VANGUARD PORTFOLIO MANAGEMENT LLC	$574M	6,207,998	—	NO PRIOR
3	DIMENSIONAL FUND ADVISORS LP	$457M	4,934,851	+205,355	ADD
4	VANGUARD CAPITAL MANAGEMENT LLC	$407M	4,403,672	—	NO PRIOR
5	STATE STREET CORP	$346M	3,734,578	−169,113	TRIM
6	Invesco Ltd.	$197M	2,127,342	+479,615	ADD
7	AMERICAN CENTURY COMPANIES INC	$195M	2,108,590	+268,038	ADD
8	FRANKLIN RESOURCES INC	$165M	1,781,410	+157,682	ADD
9	FMR LLC	$161M	1,738,842	+92,776	ADD
10	VICTORY CAPITAL MANAGEMENT INC	$156M	1,682,076	−55,482	TRIM
11	MORGAN STANLEY	$136M	1,475,269	−103,895	TRIM
12	AQR CAPITAL MANAGEMENT LLC	$136M	1,480,134	+417,259	ADD
13	WELLINGTON MANAGEMENT GROUP LLP	$122M	1,317,721	+280,769	ADD
14	EARNEST PARTNERS LLC	$114M	1,235,983	−33,604	TRIM
15	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$113M	1,218,874	+38,372	ADD
16	FIRST TRUST ADVISORS LP	$106M	1,149,303	+111,772	ADD
17	Allspring Global Investments Holdings, LLC	$101M	1,078,066	−77,007	TRIM
18	Capital International Investors	$98.6M	1,065,412	−555,569	TRIM
19	WESTWOOD HOLDINGS GROUP INC	$93.7M	1,013,170	−37,489	TRIM
20	Capital Research Global Investors	$89.6M	968,015	−608,487	TRIM
21	Qube Research & Technologies Ltd	$84.6M	914,557	+75,597	ADD
22	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$78.7M	850,763	+34,929	ADD
23	Capital World Investors	$78.0M	843,214	+222,705	ADD
24	NORTHERN TRUST CORP	$76.1M	822,992	+7,926	ADD
25	BANK OF AMERICA CORP /DE/	$72.8M	787,307	+68,776	ADD

Show all 431 holders

13F holders of SSB ranked by reported value, 26–431 of 431 holders
#	Filer	Reported value	Shares	Δ shares	Change
26	UBS Group AG	$69.8M	754,592	+186,151	ADD
27	DEPRINCE RACE & ZOLLO INC	$67.4M	728,548	+565,196	ADD
28	Holocene Advisors, LP	$64.0M	691,437	+369,937	ADD
29	VANGUARD FIDUCIARY TRUST CO	$56.7M	613,177	—	NO PRIOR
30	Fisher Asset Management, LLC	$54.7M	590,878	−31,518	TRIM
31	SCHRODER INVESTMENT MANAGEMENT GROUP	$54.6M	604,856	+145,872	ADD
32	ALGEBRIS (UK) LTD	$49.8M	539,510	+16,916	ADD
33	SEI INVESTMENTS CO	$38.0M	410,608	+66,796	ADD
34	BNP Paribas Asset Management Holding S.A.	$32.6M	352,450	+352,450	NEW
35	NFJ INVESTMENT GROUP, LLC	$29.7M	320,716	−7,937	TRIM
36	Nuveen, LLC	$27.3M	295,129	−83,772	TRIM
37	REGIONS FINANCIAL CORP	$25.1M	271,444	+271,444	NEW
38	Stieven Capital Advisors, L.P.	$24.9M	269,500	+23,200	ADD
39	Retirement Systems of Alabama	$24.6M	265,456	+904	ADD
40	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$23.9M	257,843	−2,066	TRIM
41	BANK OF MONTREAL /CAN/	$23.6M	255,323	+14,158	ADD
42	Verition Fund Management LLC	$21.7M	234,784	−298,187	TRIM
43	PRINCIPAL FINANCIAL GROUP INC	$20.5M	221,291	+5,154	ADD
44	MALTESE CAPITAL MANAGEMENT LLC	$18.5M	200,004	+13,004	ADD
45	Swiss National Bank	$18.4M	198,930	−600	TRIM
46	ADAGE CAPITAL PARTNERS GP, L.L.C.	$17.9M	193,800	−30,000	TRIM
47	NewEdge Advisors, LLC	$16.6M	143,832	+143,832	NEW
48	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$16.0M	173,236	+3,678	ADD
49	STATE OF WISCONSIN INVESTMENT BOARD	$15.7M	169,870	−3,609	TRIM
50	Jain Global LLC	$13.9M	149,872	−89,635	TRIM
51	Ceredex Value Advisors LLC	$13.7M	148,400	−294,450	TRIM
52	CITADEL ADVISORS LLC	$13.1M	141,733	+45,798	ADD
53	BARCLAYS PLC	$12.3M	133,346	−33,119	TRIM
54	Legal & General Group Plc	$11.8M	127,793	−20,213	TRIM
55	Hudson Bay Capital Management LP	$11.7M	126,869	+126,869	NEW
56	ALLIANCEBERNSTEIN L.P.	$11.7M	123,795	−109,908	TRIM
57	RAYMOND JAMES FINANCIAL INC	$11.3M	121,749	+36,288	ADD
58	Azora Capital LP	$11.0M	118,438	+118,438	NEW
59	HighTower Advisors, LLC	$10.8M	116,333	−71,294	TRIM
60	FIRST NATIONAL BANK OF OMAHA	$10.3M	113,177	+28,400	ADD
61	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$10.1M	109,500	−4,359	TRIM
62	ENVESTNET ASSET MANAGEMENT INC	$10.0M	108,514	+4,923	ADD
63	BASSWOOD CAPITAL MANAGEMENT, L.L.C.	$9.9M	107,184	0	NO CHANGE
64	PRIVATE MANAGEMENT GROUP INC	$9.3M	100,855	−1,805	TRIM
65	Brevan Howard Capital Management LP	$9.3M	100,000	+20,000	ADD
66	CRAWFORD INVESTMENT COUNSEL INC	$9.2M	99,523	+6,408	ADD
67	SILVERCREST ASSET MANAGEMENT GROUP LLC	$9.1M	98,605	+6,158	ADD
68	Quantinno Capital Management LP	$9.1M	98,477	+36,351	ADD
69	JANE STREET GROUP, LLC	$8.9M	96,070	+88,311	ADD
70	VANGUARD ASSET MANAGEMENT, Ltd	$8.9M	95,852	—	NO PRIOR
71	WELLS FARGO & COMPANY/MN	$8.2M	89,013	+1,945	ADD
72	Channing Capital Management, LLC	$7.9M	85,107	−22,431	TRIM
73	Trexquant Investment LP	$7.8M	84,332	+71,849	ADD
74	Leeward Investments, LLC - MA	$7.7M	83,005	−2,868	TRIM
75	STIFEL FINANCIAL CORP	$7.4M	79,948	+1,496	ADD
76	Longaeva Partners L.P.	$7.2M	77,688	−8,504	TRIM
77	Creative Planning	$7.1M	76,969	+32,083	ADD
78	Vest Financial, LLC	$6.8M	73,246	+10,675	ADD
79	CITIGROUP INC	$6.6M	71,505	−15,151	TRIM
80	ROYAL BANK OF CANADA	$6.6M	71,218	−21,229	TRIM
81	BALYASNY ASSET MANAGEMENT L.P.	$6.6M	70,942	−104,416	TRIM
82	BOOTHBAY FUND MANAGEMENT, LLC	$6.3M	68,106	+19,657	ADD
83	Pinnacle Financial Partners, Inc.	$6.3M	67,608	−2,850	TRIM
84	TWO SIGMA INVESTMENTS, LP	$5.7M	61,222	+61,222	NEW
85	TRUIST FINANCIAL CORP	$5.6M	60,519	−29,625	TRIM
86	Y-Intercept (Hong Kong) Ltd	$4.9M	52,936	+52,936	NEW
87	Rafferty Asset Management, LLC	$4.7M	51,227	−37,469	TRIM
88	TD ASSET MANAGEMENT INC	$4.7M	50,814	0	NO CHANGE
89	GUGGENHEIM CAPITAL LLC	$4.5M	48,457	+7	ADD
90	ADVISORY RESEARCH INC	$4.4M	47,088	−197	TRIM
91	CIBC Bancorp USA Inc.	$4.3M	46,911	—	NO PRIOR
92	Janus Henderson Group Ltd.	$4.1M	44,574	0	NO CHANGE
93	Vanguard Global Advisers, LLC	$4.1M	44,515	—	NO PRIOR
94	XTX Topco Ltd	$3.9M	42,513	+1,155	ADD
95	BRANT POINT INVESTMENT MANAGEMENT LLC	$3.8M	41,153	−8,219	TRIM
96	MARTIN & CO INC /TN/	$3.7M	39,717	+604	ADD
97	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$3.6M	38,627	+23,538	ADD
98	DEUTSCHE BANK AG\	$3.5M	38,205	+23,253	ADD
99	Curi Capital, LLC	$3.5M	37,337	+7	ADD
100	Zurcher Kantonalbank (Zurich Cantonalbank)	$3.4M	36,885	+5,292	ADD
101	Oliver Luxxe Assets LLC	$3.3M	35,597	+35,597	NEW
102	Universal- Beteiligungs- und Servicegesellschaft mbH	$3.3M	35,232	−3,361	TRIM
103	FIFTH THIRD BANCORP	$3.2M	34,412	+33,327	ADD
104	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$3.1M	33,368	−2,824	TRIM
105	Point72 Asset Management, L.P.	$3.0M	32,877	−2,688	TRIM
106	Man Group plc	$2.9M	31,823	0	NO CHANGE
107	SALZHAUER MICHAEL	$2.9M	31,581	0	NO CHANGE
108	BIP Wealth, LLC	$2.9M	31,254	+642	ADD
109	Beacon Pointe Advisors, LLC	$2.9M	30,957	+8,065	ADD
110	CAMBIAR INVESTORS LLC	$2.8M	30,501	+30,501	NEW
111	Arizona State Retirement System	$2.6M	27,610	−566	TRIM
112	Independent Advisor Alliance	$2.5M	27,320	−601	TRIM
113	Mariner, LLC	$2.5M	27,227	+5,485	ADD
114	LPL Financial LLC	$2.4M	26,277	+1,929	ADD
115	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$2.4M	26,043	−47,320	TRIM
116	HSBC HOLDINGS PLC	$2.4M	25,517	−48,081	TRIM
117	State of New Jersey Common Pension Fund D	$2.3M	25,039	0	NO CHANGE
118	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$2.3M	24,839	−314	TRIM
119	Vanguard Investments Australia, Ltd.	$2.3M	24,355	—	NO PRIOR
120	PMC FIG Opportunities LLC	$2.2M	24,307	+4,660	ADD
121	STATE OF MICHIGAN RETIREMENT SYSTEM	$2.2M	23,900	+100	ADD
122	Atom Investors LP	$2.2M	23,711	−22,488	TRIM
123	Pathstone Holdings, LLC	$2.1M	22,659	+2,375	ADD
124	ELEVATION POINT WEALTH PARTNERS, LLC	$2.1M	22,650	+631	ADD
125	Vestmark Advisory Solutions, Inc.	$2.1M	22,375	+356	ADD
126	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$2.1M	22,210	−279	TRIM
127	Cyndeo Wealth Partners, LLC	$2.0M	22,062	0	NO CHANGE
128	Petiole USA ltd	$2.0M	22,025	−1,600	TRIM
129	CONTINENTAL ADVISORS LLC	$2.0M	22,012	+3,500	ADD
130	Edgestream Partners, L.P.	$2.0M	21,399	−27,184	TRIM
131	CWM, LLC	$2.0M	21,120	+2,073	ADD
132	Dana Investment Advisors, Inc.	$1.9M	21,048	+1,355	ADD
133	CANADA PENSION PLAN INVESTMENT BOARD	$1.9M	20,700	+6,400	ADD
134	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$1.9M	20,341	+20,341	NEW
135	Waverly Advisors, LLC	$1.8M	19,485	+720	ADD
136	OPPENHEIMER ASSET MANAGEMENT INC.	$1.8M	19,308	+19,308	NEW
137	Cetera Investment Advisers	$1.8M	18,959	+116	ADD
138	MONTAG A & ASSOCIATES INC	$1.7M	18,319	−2	TRIM
139	Ameritas Investment Partners, Inc.	$1.7M	18,263	−158	TRIM
140	Carlson Capital, L.P.	$1.7M	18,098	+8,398	ADD
141	HB Wealth Management, LLC	$1.7M	18,045	+129	ADD
142	PICTON MAHONEY ASSET MANAGEMENT	$1.6M	17,510	+17,510	NEW
143	iSAM Funds (UK) Ltd	$1.6M	17,318	+17,318	NEW
144	MAI Capital Management	$1.6M	16,891	+606	ADD
145	Pictet Asset Management Holding SA	$1.5M	16,154	+1,021	ADD
146	HOWARD FINANCIAL SERVICES, LTD.	$1.5M	16,149	0	NO CHANGE
147	Linscomb Wealth, Inc.	$1.5M	15,862	+553	ADD
148	Laurel Wealth Advisors LLC	$1.4M	15,029	0	NO CHANGE
149	COMMONWEALTH EQUITY SERVICES, LLC	$1.4M	15,541	+5,398	ADD
150	Vanguard Personalized Indexing Management, LLC	$1.4M	15,526	+5,505	ADD
151	TEACHER RETIREMENT SYSTEM OF TEXAS	$1.4M	14,975	+773	ADD
152	Ashton Thomas Private Wealth, LLC	$1.4M	14,847	−1,980	TRIM
153	Cerity Partners LLC	$1.4M	14,681	+3,236	ADD
154	MERCER GLOBAL ADVISORS INC /ADV	$1.3M	14,539	+2,621	ADD
155	SIGNATUREFD, LLC	$1.3M	14,450	+1,916	ADD
156	World Investment Advisors	$1.3M	14,292	+1,185	ADD
157	HBK Sorce Advisory LLC	$1.3M	13,004	−100	TRIM
158	MAVERICK CAPITAL LTD	$1.2M	13,497	+13,497	NEW
159	Inspire Investing, LLC	$1.2M	13,361	+9,892	ADD
160	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$1.2M	13,215	0	NO CHANGE
161	Oak Thistle LLC	$1.2M	12,964	+12,964	NEW
162	Jefferies Financial Group Inc.	$1.2M	12,703	−4,822	TRIM
163	Fourthstone LLC	$1.2M	12,600	+12,600	NEW
164	MANGROVE PARTNERS IM, LLC	$1.2M	12,505	+12,505	NEW
165	Zurich Insurance Group Ltd/FI	$1.1M	12,400	0	NO CHANGE
166	MOODY NATIONAL BANK TRUST DIVISION	$1.1M	12,102	+12,102	NEW
167	XPONANCE LLC	$1.1M	12,001	+2,705	ADD
168	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$1.1M	11,865	+3,008	ADD
169	Concurrent Investment Advisors, LLC	$1.1M	11,783	+412	ADD
170	SALEM INVESTMENT COUNSELORS INC	$1.1M	11,447	0	NO CHANGE
171	Investors Research Corp	$1.0M	11,347	0	NO CHANGE
172	Huber Capital Management LLC	$1.0M	11,293	0	NO CHANGE
173	MILLENNIUM MANAGEMENT LLC	$1.0M	11,198	−80,626	TRIM
174	OSAIC HOLDINGS, INC.	$1.0M	11,121	−622	TRIM
175	TWINBEECH CAPITAL LP	$1.0M	10,868	−31,632	TRIM
176	First National Advisers, LLC	$989K	10,688	+1,689	ADD
177	SPIREPOINT PRIVATE CLIENT, LLC	$959K	10,364	0	NO CHANGE
178	KDK Private Wealth Management, LLC	$954K	10,312	−15	TRIM
179	MIRABELLA FINANCIAL SERVICES LLP	$945K	10,217	+10,217	NEW
180	CIBC WORLD MARKET INC.	$924K	9,983	+4,240	ADD
181	SFMG, LLC	$916K	9,895	+12	ADD
182	IEQ CAPITAL, LLC	$888K	9,598	−466	TRIM
183	Persistent Asset Partners Ltd	$888K	9,595	+2,579	ADD
184	FOX RUN MANAGEMENT, L.L.C.	$870K	9,633	+9,633	NEW
185	Summit Wealth Partners, LLC	$815K	8,805	0	NO CHANGE
186	Amundi	$755K	8,163	+3,280	ADD
187	Angel Oak Capital Advisors, LLC	$740K	8,000	0	NO CHANGE
188	SouthState Bank Corp	$730K	7,887	−316	TRIM
189	FEDERATED HERMES, INC.	$729K	7,880	+1,124	ADD
190	FOUNDATIONS INVESTMENT ADVISORS, LLC	$696K	7,527	+5	ADD
191	ENDEAVOUR CAPITAL ADVISORS INC	$694K	7,501	+7,501	NEW
192	SECURIAN ASSET MANAGEMENT, INC	$668K	7,217	−100	TRIM
193	VOYA INVESTMENT MANAGEMENT LLC	$662K	7,152	−48,836	TRIM
194	Swiss Life Asset Management Ltd	$659K	11,826	+7,110	ADD
195	U.S. Capital Wealth Advisors, LLC	$642K	6,940	−996	TRIM
196	Nicholson Wealth Management Group, LLC	$640K	6,919	−192	TRIM
197	JAMES INVESTMENT RESEARCH, INC.	$632K	6,835	+10	ADD
198	JMN Financial LLC	$624K	6,747	—	NO PRIOR
199	Sequoia Financial Advisors, LLC	$623K	6,736	−1,386	TRIM
200	QUADRANT CAPITAL GROUP LLC	$622K	6,721	+182	ADD
201	GREENWOOD CAPITAL ASSOCIATES LLC	$617K	6,666	+6,666	NEW
202	SeaCrest Wealth Management, LLC	$617K	6,665	0	NO CHANGE
203	SHEETS SMITH WEALTH MANAGEMENT	$599K	6,471	+7	ADD
204	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$589K	6,371	+6,371	NEW
205	CSS LLC/IL	$585K	6,320	0	NO CHANGE
206	Texas Capital Bank Wealth Management Services Inc	$580K	6,274	0	NO CHANGE
207	GATEWAY INVESTMENT ADVISERS LLC	$580K	6,268	+6,268	NEW
208	Sanctuary Advisors, LLC	$572K	6,187	+360	ADD
209	Federation des caisses Desjardins du Quebec	$542K	5,863	−1,850	TRIM
210	PRUDENTIAL FINANCIAL INC	$542K	5,858	−15,305	TRIM
211	KEYBANK NATIONAL ASSOCIATION/OH	$538K	5,810	−133	TRIM
212	OpenArc Corporate Advisory, LLC	$528K	5,702	−189	TRIM
213	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$516K	5,579	+536	ADD
214	Savant Capital, LLC	$510K	5,510	+879	ADD
215	CFO4Life Group, LLC	$510K	5,509	+3	ADD
216	Qsemble Capital Management, LP	$505K	5,456	+701	ADD
217	Ensign Peak Advisors, Inc	$491K	5,306	−980	TRIM
218	Utah Retirement Systems	$490K	5,301	0	NO CHANGE
219	ProVise Management Group, LLC	$476K	5,146	−708	TRIM
220	CAPSTONE INVESTMENT ADVISORS, LLC	$471K	5,096	+5,096	NEW
221	Diametric Capital, LP	$464K	5,012	+5,012	NEW
222	Havemeyer Place LP	$463K	5,007	+3,775	ADD
223	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$458K	4,950	−16	TRIM
224	Maryland State Retirement & Pension System	$451K	4,874	0	NO CHANGE
225	First City Capital Management, Inc.	$444K	4,801	0	NO CHANGE
226	Vise Technologies, Inc.	$439K	4,664	0	NO CHANGE
227	Cornerstone Management, Inc.	$435K	4,704	0	NO CHANGE
228	Kestra Advisory Services, LLC	$426K	4,603	−765	TRIM
229	CHOREO, LLC	$419K	4,531	+1,318	ADD
230	Meeder Advisory Services, Inc.	$417K	4,505	+72	ADD
231	EVERGREEN CAPITAL MANAGEMENT LLC	$412K	4,457	+56	ADD
232	DOLIVER ADVISORS, LP	$405K	4,382	−324	TRIM
233	Richard Young Associates, Ltd.	$398K	4,304	−300	TRIM
234	Summit Trail Advisors, LLC	$384K	4,146	+1,413	ADD
235	Corient Private Wealth LLC	$378K	4,083	−12,179	TRIM
236	Teza Capital Management LLC	$377K	4,080	+4,080	NEW
237	Polymer Capital Management (US) LLC	$377K	4,071	+4,071	NEW
238	Connor, Clark & Lunn Investment Management Ltd.	$370K	3,996	+3,996	NEW
239	ProShare Advisors LLC	$368K	3,974	−55	TRIM
240	M&T BANK CORP	$366K	3,958	+129	ADD
241	Atria Investments, Inc	$347K	3,747	+111	ADD
242	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	$346K	3,742	+87	ADD
243	Palacios Wealth Management, LLC	$343K	3,507	+3,507	NEW
244	RITHOLTZ WEALTH MANAGEMENT	$342K	3,701	+3,701	NEW
245	Crusonia Wealth Advisors LLC	$340K	3,673	−1,084	TRIM
246	Platform Technology Partners	$336K	3,632	+3,632	NEW
247	Bison Wealth, LLC	$335K	3,647	+175	ADD
248	FLYWHEEL PRIVATE WEALTH LLC	$333K	3,601	+3,601	NEW
249	WEST PACES ADVISORS INC.	$333K	3,600	0	NO CHANGE
250	ISLAY CAPITAL MANAGEMENT, LLC	$333K	3,597	−500	TRIM
251	MAINSAIL ASSET MANAGEMENT, LLC	$332K	3,593	+2	ADD
252	Aaron Wealth Advisors LLC	$332K	3,588	−1,331	TRIM
253	Peachtree Investment Partners, LLC	$331K	3,575	0	NO CHANGE
254	Forvis Mazars Wealth Advisors, LLC	$324K	3,499	0	NO CHANGE
255	INTRUST BANK NA	$319K	3,446	+862	ADD
256	Tower Research Capital LLC (TRC)	$319K	3,445	+1,279	ADD
257	J.W. COLE ADVISORS, INC.	$318K	3,433	+3,433	NEW
258	Chicago Partners Investment Group LLC	$316K	3,240	−68	TRIM
259	BLAIR WILLIAM & CO/IL	$316K	3,412	+260	ADD
260	Requisite Capital Management, LLC	$305K	3,296	+1	ADD
261	Baird Financial Group, Inc.	$303K	3,270	+3,270	NEW
262	SHELTON CAPITAL MANAGEMENT	$301K	3,255	−227	TRIM
263	Segment Wealth Management, LLC	$299K	3,229	0	NO CHANGE
264	PANAGORA ASSET MANAGEMENT INC	$297K	3,211	+579	ADD
265	Crossmark Global Holdings, Inc.	$295K	3,193	—	NO PRIOR
266	DAVENPORT & Co LLC	$292K	3,159	0	NO CHANGE
267	CIBC Asset Management Inc	$292K	3,151	0	NO CHANGE
268	Bragg Financial Advisors, Inc	$291K	3,146	0	NO CHANGE
269	Emerald Investment Advisers, LLC	$285K	3,080	—	NO PRIOR
270	GTS SECURITIES LLC	$278K	3,009	+3,009	NEW
271	Wedmont Private Capital	$277K	2,855	+56	ADD
272	Weil Company, Inc.	$275K	2,970	0	NO CHANGE
273	North Dakota State Investment Board	$271K	2,932	−613	TRIM
274	Abel Hall, LLC	$264K	2,857	+196	ADD
275	PROFUND ADVISORS LLC	$264K	2,856	−454	TRIM
276	&PARTNERS	$258K	2,789	+420	ADD
277	HANOVER ADVISORS INC	$257K	2,780	0	NO CHANGE
278	Trail Ridge Investment Advisors, LLC	$256K	2,762	0	NO CHANGE
279	Compound Planning, Inc.	$241K	2,610	+201	ADD
280	Voleon Capital Management LP	$241K	2,601	+2,601	NEW
281	Stratos Wealth Partners, LTD.	$241K	2,600	0	NO CHANGE
282	MEITAV INVESTMENT HOUSE LTD	$239K	2,582	−213	TRIM
283	MQS Management LLC	$239K	2,580	+2,580	NEW
284	Vident Advisory, LLC	$237K	2,559	+80	ADD
285	Peak Asset Management, LLC	$234K	2,527	−600	TRIM
286	Focus Partners Advisor Solutions, LLC	$230K	2,488	+77	ADD
287	BUILDER INVESTMENT GROUP INC /ADV	$224K	2,422	0	NO CHANGE
288	Biltmore Family Office, LLC	$216K	2,336	0	NO CHANGE
289	AE Wealth Management LLC	$215K	2,326	+2,326	NEW
290	MML INVESTORS SERVICES, LLC	$214K	2,313	−47	TRIM
291	Abacus Planning Group, Inc.	$212K	2,286	0	NO CHANGE
292	Meiji Yasuda Asset Management Co Ltd.	$210K	2,265	−42	TRIM
293	Callan Family Office, LLC	$208K	2,248	−255	TRIM
294	Rockefeller Capital Management L.P.	$207K	2,241	+789	ADD
295	Central Pacific Bank - Trust Division	$206K	2,222	+2,222	NEW
296	Mill Capital Management, LLC	$205K	2,214	−225	TRIM
297	Hamilton Wealth, LLC	$202K	2,178	0	NO CHANGE
298	Moisand Fitzgerald Tamayo, LLC	$201K	2,174	0	NO CHANGE
299	Allworth Financial LP	$199K	2,152	+570	ADD
300	UMB Bank, n.a.	$149K	1,614	+1,614	NEW
301	US BANCORP \DE\	$140K	1,513	+141	ADD
302	Blue Trust, Inc.	$96.8K	1,046	+64	ADD
303	BFSG, LLC	$95.3K	1,030	0	NO CHANGE
304	NOMURA ASSET MANAGEMENT CO LTD	$89.7K	970	+390	ADD
305	Eurizon Capital SGR S.p.A.	$75.4K	830	−13	TRIM
306	State of Wyoming	$72.8K	787	−309	TRIM
307	Caldwell Trust Co	$57.5K	621	0	NO CHANGE
308	Pinnacle Wealth Planning Services, Inc.	$54.5K	589	+62	ADD
309	GHP Investment Advisors, Inc.	$51.9K	561	+561	NEW
310	Steward Partners Investment Advisory, LLC	$48.7K	526	+154	ADD
311	Measured Wealth Private Client Group, LLC	$47.5K	513	0	NO CHANGE
312	TFC Financial Management, Inc.	$46.4K	502	+3	ADD
313	Salomon & Ludwin, LLC	$43.7K	465	+112	ADD
314	Quarry LP	$42.8K	463	+427	ADD
315	Wellington Grp LLC	$42.6K	460	—	NO PRIOR
316	SIMPLEX TRADING, LLC	$40.3K	436	+436	NEW
317	THRIVENT FINANCIAL FOR LUTHERANS	$26.6K	287,963	+185,920	ADD
318	Mitsubishi UFJ Asset Management Co., Ltd.	$26.4K	285	0	NO CHANGE
319	Arax Advisory Partners	$24.4K	264	+82	ADD
320	Smartleaf Asset Management LLC	$20.4K	226	−422	TRIM
321	MTM Investment Management, LLC	$18.2K	197	0	NO CHANGE
322	ASSETMARK, INC	$17.4K	188	+59	ADD
323	MATHER GROUP, LLC.	$15.4K	166	+166	NEW
324	Owl Creek Wealth Partners LLC	$14.8K	160	—	NO PRIOR
325	Destiny Wealth Partners, LLC	$13.5K	146	+146	NEW
326	Acumen Wealth Advisors, LLC	$13.4K	145	+115	ADD
327	True Wealth Design, LLC	$13.0K	141	−43	TRIM
328	NFSG Corp	$13.0K	141	0	NO CHANGE
329	NATIXIS ADVISORS, LLC	$12.5K	135,627	+67,923	ADD
330	GODSEY & GIBB, INC	$11.1K	120	0	NO CHANGE
331	CVA Family Office, LLC	$10.1K	109	+109	NEW
332	ALGERT GLOBAL LLC	$7.0K	75,780	+60,780	ADD
333	Key FInancial Inc	$5.4K	58	0	NO CHANGE
334	JFS WEALTH ADVISORS, LLC	$5.3K	57	+5	ADD
335	Keating Financial Advisory Services, Inc.	$5.3K	57	+10	ADD
336	Parkside Financial Bank & Trust	$4.8K	52	+49	ADD
337	Bell Investment Advisors, Inc	$4.6K	50	+6	ADD
338	MidFirst Bank	$4.3K	47	−4,179	TRIM
339	Treasurer of the State of North Carolina	$3.9K	41,992	−33	TRIM
340	Hunter Perkins Capital Management, LLC	$3.4K	36,632	+1,265	ADD
341	HRT FINANCIAL LP	$2.9K	31,581	+31,581	NEW
342	JONES FINANCIAL COMPANIES LLLP	$2.8K	30	0	NO CHANGE
343	JPL Wealth Management, LLC	$2.8K	30	+30	NEW
344	TD Capital Management LLC	$2.1K	23	+23	NEW
345	SJS Investment Consulting Inc.	$2.1K	23	+12	ADD
346	Private Wealth Management Group, LLC	$2.1K	23	−17	TRIM
347	M Holdings Securities, Inc.	$2.1K	22,621	+22,621	NEW
348	Rialto Wealth Management, LLC	$1.9K	21	+8	ADD
349	Clearstead Advisors, LLC	$1.9K	20	−347	TRIM
350	BROWN, LISLE/CUMMINGS, INC.	$1.9K	20	+20	NEW
351	Marquette Asset Management, LLC	$1.8K	19	0	NO CHANGE
352	Cromwell Holdings LLC	$1.5K	16	0	NO CHANGE
353	Transamerica Financial Advisors, LLC	$1.3K	14	+14	NEW
354	WPG Advisers, LLC	$1.3K	14	0	NO CHANGE
355	DiNuzzo Private Wealth, Inc.	$1.1K	12	+1	ADD
356	State of Alaska, Department of Revenue	$911	9,857	−170	TRIM
357	Intentional Wealth Strategies, LLC	$648	7	—	NO PRIOR
358	MV CAPITAL MANAGEMENT, INC.	$556	6	+6	NEW
359	HFM Investment Advisors, LLC	$555	6	+1	ADD
360	Vermillion Wealth Management, Inc.	$463	5	+5	NEW
361	SHP Wealth Management	$463	5	+5	NEW
362	Activest Wealth Management	$463	5	+5	NEW
363	Westfuller Advisors, LLC	$433	5	−6	TRIM
364	PARK AVENUE SECURITIES LLC	$431	4,660	+601	ADD
365	Annis Gardner Whiting Capital Advisors, LLC	$371	4	0	NO CHANGE
366	Larson Financial Group LLC	$370	4	0	NO CHANGE
367	GSA CAPITAL PARTNERS LLP	$349	3,768	−5,091	TRIM
368	INGALLS & SNYDER LLC	$309	3,340	0	NO CHANGE
369	KBC Group NV	$291	3,146	0	NO CHANGE
370	Signature Equity Partners, LLC	$287	3	+3	NEW
371	TopTier Wealth Management, LLC	$278	3	+3	NEW
372	Ceeto Capital Group, LLC	$209	2,258	0	NO CHANGE
373	Prestige Wealth Management Group LLC	$186	2	+2	NEW
374	Quest 10 Wealth Builders, Inc.	$185	2	0	NO CHANGE
375	American Capital Advisory, LLC	$93	1	+1	NEW
376	Capital Advisors, Ltd. LLC	$11	123	−41	TRIM
377	Avion Wealth	$2	27	+27	NEW
378	VANGUARD GROUP INC	—	—	—	n/c
379	COMERICA BANK	—	—	—	n/c
380	VIRGINIA RETIREMENT SYSTEMS ET Al	—	—	—	n/c
381	TRUST CO OF VERMONT	—	—	—	n/c
382	CIBC Private Wealth Group LLC	—	—	—	n/c
383	Global Retirement Partners, LLC	—	—	—	n/c
384	SageView Advisory Group, LLC	—	—	—	n/c
385	BANK OF NOVA SCOTIA	—	—	−52,481	EXIT
386	FIDUCIARY TRUST CO	—	—	−4,172	EXIT
387	STEPHENS INC /AR/	—	—	−2,165	EXIT
388	HARBOUR INVESTMENTS, INC.	—	—	−720	EXIT
389	JOHNSON INVESTMENT COUNSEL INC	—	—	−2,842	EXIT
390	SMITH CHAS P & ASSOCIATES PA CPAS	—	—	−6,660	EXIT
391	NATIXIS	—	—	−114	EXIT
392	Forest Hill Capital, LLC	—	—	−25,000	EXIT
393	Magnetar Financial LLC	—	—	−25,579	EXIT
394	NORGES BANK	—	—	−1,338,219	EXIT
395	Southeast Asset Advisors, LLC	—	—	−2,157	EXIT
396	Ruffer LLP	—	—	−32,661	EXIT
397	Alyeska Investment Group, L.P.	—	—	−4,808	EXIT
398	B. Riley Wealth Advisors, Inc.	—	—	−2,311	EXIT
399	DRW Securities, LLC	—	—	−10,032	EXIT
400	TCTC Holdings, LLC	—	—	−1,200	EXIT
401	Minerva Advisors LLC	—	—	−5,661	EXIT
402	Focus Partners Wealth	—	—	−22,875	EXIT
403	BW Gestao de Investimentos Ltda.	—	—	−125,005	EXIT
404	Perigon Wealth Management, LLC	—	—	−2,228	EXIT
405	Select Equity Group, L.P.	—	—	−323,140	EXIT
406	FJ Capital Management LLC	—	—	−813,033	EXIT
407	Caprock Group, LLC	—	—	−5,086	EXIT
408	Sagewood Asset Management LP	—	—	−2,156	EXIT
409	Verdence Capital Advisors LLC	—	—	−8,096	EXIT
410	IFG Advisory, LLC	—	—	−2,700	EXIT
411	AIGEN INVESTMENT MANAGEMENT, LP	—	—	−3,878	EXIT
412	HHM Wealth Advisors, LLC	—	—	−75	EXIT
413	Black Diamond Financial, LLC	—	—	−4,704	EXIT
414	Ferguson Shapiro LLC	—	—	−13,000	EXIT
415	Aquatic Capital Management LLC	—	—	−17,530	EXIT
416	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	—	—	−24	EXIT
417	OCCUDO QUANTITATIVE STRATEGIES LP	—	—	−2,721	EXIT
418	INCEPTIONR LLC	—	—	−2,879	EXIT
419	F/m Investments LLC	—	—	−4,596	EXIT
420	North Reef Capital Management LP	—	—	−90,000	EXIT
421	AlphaQuest LLC	—	—	−5,432	EXIT
422	Forum Financial Management, LP	—	—	−4,279	EXIT
423	AXQ CAPITAL, LP	—	—	−9,836	EXIT
424	Cresta Advisors, Ltd.	—	—	−255	EXIT
425	Dunhill Financial, LLC	—	—	−2	EXIT
426	Caitong International Asset Management Co., Ltd	—	—	−1,960	EXIT
427	Impact Partnership Wealth, LLC	—	—	−2,130	EXIT
428	Keyes, Stange & Wooten Wealth Management, LLC	—	—	−2,274	EXIT
429	Sivia Capital Partners, LLC	—	—	−2,512	EXIT
430	OPTIMA CAPITAL LLC	—	—	−1	EXIT
431	CAPITOLIS LIQUID GLOBAL MARKETS LLC	—	—	−32,674	EXIT

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · SSB

Congress · last 90 days

Buyers: 0 — —
Sellers: 0 — —

filed 2026-07-31 → 2026-10-29 · statutory ranges

Use of congressional disclosure reports for commercial purposes, credit decisions or solicitation is restricted by 5 U.S.C. §13107(c).

Notable managers · quarter ended 2026-03-31

Adding: 0 — $0 held
Trimming: 0 — $0 held

by shares · $ = value heldNEW + ADD vs TRIM + EXIT, by share count. $ = reported value now, not the change. · SOUTHSTATE BK CORP

No moves on either side in the window.

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings: a position may have changed or closed since the quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars; each record notes its original unit.

Affiliated managers may report the same position, so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice.