SouthState Top Holdings and 13F Report (2025)

About SouthState

SouthState NASDAQ: SSB has filed 13-F forms with the SEC as an investor. SouthState is itself a publicly traded company. For more information on SouthState stock, visit the SouthState stock profile here.

Investment Activity

SouthState has $1.53 billion in total holdings as of December 31, 2024.
SouthState owns shares of 678 different stocks, but just 65 companies or ETFs make up 80% of its holdings.
Approximately 7.93% of the portfolio was purchased this quarter.
About NaN of the portfolio was sold this quarter.
This quarter, SouthState has purchased 612 new stocks and bought additional shares in 125 stocks.
SouthState sold shares of 186 stocks and completely divested from 37 stocks this quarter.

Largest Holdings

Microsoft: $91,219,049
Apple: $85,329,257
Broadcom: $54,441,596
Berkshire Hathaway: $50,576,076
Visa: $38,068,598

Largest New Holdings this Quarter

BLACKROCK INC.: $1,411,576 Holding
Vanguard Total International Stock ETF: $1,219,085 Holding
SLM: $813,610 Holding
ARISTA NETWORKS INC COM USD 0.: $398,350 Holding
Controladora Vuela Compañía de Aviación: $215,760 Holding

Largest Purchases this Quarter

iShares 0-3 Month Treasury Bond ETF: 190,117 shares (about $19.07M)
Visa: 40,338 shares (about $12.75M)
Apple: 46,906 shares (about $11.75M)
Sony Group: 551,359 shares (about $11.67M)
Microsoft: 21,569 shares (about $9.09M)

Largest Sales this Quarter

BHP Group: 40,878 shares (about $2.00M)
Johnson & Johnson: 12,965 shares (about $1.87M)
Broadcom: 6,395 shares (about $1.48M)
Vanguard Short-Term Bond ETF: 19,073 shares (about $1.47M)
Barrick Gold: 88,257 shares (about $1.37M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
MSFT Microsoft	$91,219,049	$9,091,346 ▲	11.1%	216,415	6.0%	Computer and Technology
AAPL Apple	$85,329,257	$11,746,186 ▲	16.0%	340,745	5.6%	Computer and Technology
AVGO Broadcom	$54,441,596	$1,482,617 ▼	-2.7%	234,824	3.6%	Computer and Technology
BRK.B Berkshire Hathaway	$50,576,076	$109,694 ▼	-0.2%	111,578	3.3%	Finance
V Visa	$38,068,598	$12,748,421 ▲	50.3%	120,455	2.5%	Business Services
SPROTT PHYSICAL GOLD TR UNIT	$37,743,166	$1,169,228 ▼	-3.0%	1,874,040	2.5%	OTHER
AMZN Amazon.com	$37,124,518	$344,223 ▲	0.9%	169,217	2.4%	Retail/Wholesale
JPM JPMorgan Chase & Co.	$36,930,202	$380,899 ▲	1.0%	154,062	2.4%	Finance
IVV iShares Core S&P 500 ETF	$36,104,332	$8,467,573 ▲	30.6%	61,331	2.4%	ETF
MA Mastercard	$34,881,577	$3,151,521 ▲	9.9%	66,243	2.3%	Business Services
ORCL Oracle	$27,438,776	$229,463 ▲	0.8%	164,659	1.8%	Computer and Technology
GOOG Alphabet	$26,580,677	$1,564,275 ▲	6.3%	139,575	1.7%	Computer and Technology
WMT Walmart	$23,536,446	$175,098 ▼	-0.7%	260,503	1.5%	Retail/Wholesale
TJX TJX Companies	$23,312,101	$184,356 ▼	-0.8%	192,965	1.5%	Retail/Wholesale
DHR Danaher	$22,977,037	$182,263 ▼	-0.8%	100,096	1.5%	Medical
COST Costco Wholesale	$22,672,185	$103,539 ▼	-0.5%	24,744	1.5%	Retail/Wholesale
HD Home Depot	$21,996,217	$159,875 ▼	-0.7%	56,547	1.4%	Retail/Wholesale
NOW ServiceNow	$21,286,149	$38,164 ▲	0.2%	20,079	1.4%	Computer and Technology
KO Coca-Cola	$20,682,647	$442,420 ▼	-2.1%	332,198	1.4%	Consumer Staples
ADBE Adobe	$20,652,717	$2,146,470 ▲	11.6%	46,444	1.4%	Computer and Technology
ISRG Intuitive Surgical	$20,520,858	$1,062,189 ▲	5.5%	39,315	1.3%	Medical
PH Parker-Hannifin	$19,676,860	$111,941 ▲	0.6%	30,937	1.3%	Industrial Products
SHY iShares 1-3 Year Treasury Bond ETF	$19,580,923	$40,662 ▼	-0.2%	238,850	1.3%	Manufacturing
SGOV iShares 0-3 Month Treasury Bond ETF	$19,228,033	$19,072,537 ▲	12,265.6%	191,667	1.3%	ETF
ROP Roper Technologies	$18,561,764	$101,371 ▲	0.5%	35,706	1.2%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$15,640,131	$181,685 ▼	-1.1%	26,686	1.0%	Finance
NEE NextEra Energy	$15,473,211	$225,752 ▲	1.5%	215,835	1.0%	Utilities
CB Chubb	$15,166,383	$198,383 ▲	1.3%	54,891	1.0%	Finance
SONY Sony Group	$14,690,562	$11,666,756 ▲	385.8%	694,261	1.0%	Consumer Discretionary
BSX Boston Scientific	$14,354,618	$265,906 ▲	1.9%	160,710	0.9%	Medical
ELV Elevance Health	$14,231,794	$701,648 ▼	-4.7%	38,579	0.9%	Medical
VEU Vanguard FTSE All-World ex-US ETF	$13,887,657	$1,062,947 ▼	-7.1%	241,903	0.9%	ETF
CVX Chevron	$13,655,370	$275,341 ▼	-2.0%	94,279	0.9%	Oils/Energy
ROK Rockwell Automation	$13,196,354	$145,467 ▼	-1.1%	46,175	0.9%	Computer and Technology
PG Procter & Gamble	$13,021,040	$222,472 ▼	-1.7%	77,668	0.9%	Consumer Staples
ABBV AbbVie	$12,926,788	$285,742 ▼	-2.2%	72,745	0.8%	Medical
ACN Accenture	$12,904,361	$135,791 ▲	1.1%	36,682	0.8%	Computer and Technology
VIG Vanguard Dividend Appreciation ETF	$12,616,740	$279,254 ▲	2.3%	64,427	0.8%	ETF
GOOGL Alphabet	$12,514,434	$132,131 ▲	1.1%	66,109	0.8%	Computer and Technology
LHX L3Harris Technologies	$12,163,437	$99,673 ▲	0.8%	57,844	0.8%	Aerospace
UNP Union Pacific	$11,552,506	$20,752 ▼	-0.2%	50,660	0.8%	Transportation
BAC Bank of America	$10,187,040	$191,446 ▼	-1.8%	231,787	0.7%	Finance
ICE Intercontinental Exchange	$9,896,797	$424,828 ▲	4.5%	66,417	0.6%	Finance
MDLZ Mondelez International	$9,824,510	$527,774 ▼	-5.1%	164,482	0.6%	Consumer Staples
META Meta Platforms	$9,107,040	$752,382 ▲	9.0%	15,554	0.6%	Computer and Technology
VCSH Vanguard Short-Term Corporate Bond ETF	$8,654,040	$743,201 ▼	-7.9%	110,935	0.6%	ETF
JNJ Johnson & Johnson	$8,121,425	$1,874,998 ▼	-18.8%	56,157	0.5%	Medical
VUG Vanguard Growth ETF	$8,100,853		0.0%	19,737	0.5%	ETF
LLY Eli Lilly and Company	$8,051,983	$542,718 ▼	-6.3%	10,430	0.5%	Medical
IJR iShares Core S&P Small-Cap ETF	$7,477,201	$1,923,482 ▲	34.6%	64,895	0.5%	ETF
SNA Snap-on	$7,477,047	$75,025 ▲	1.0%	22,025	0.5%	Consumer Discretionary
PEP PepsiCo	$7,289,300	$417,405 ▼	-5.4%	47,937	0.5%	Consumer Staples
BX Blackstone	$7,134,050	$6,620,928 ▲	1,290.3%	41,376	0.5%	Finance
XOM Exxon Mobil	$7,114,895	$136,721 ▼	-1.9%	66,142	0.5%	Oils/Energy
STZ Constellation Brands	$6,819,397	$534,378 ▼	-7.3%	30,857	0.4%	Consumer Staples
BSV Vanguard Short-Term Bond ETF	$6,604,730	$1,473,771 ▼	-18.2%	85,476	0.4%	ETF
MSI Motorola Solutions	$6,591,400	$50,845 ▼	-0.8%	14,260	0.4%	Computer and Technology
SYK Stryker	$6,506,824	$202,708 ▲	3.2%	18,072	0.4%	Medical
AMGN Amgen	$6,187,119	$155,343 ▼	-2.4%	23,738	0.4%	Medical
EMR Emerson Electric	$5,976,772	$28,256 ▼	-0.5%	48,227	0.4%	Industrial Products
GOLD Barrick Gold	$5,892,900	$1,367,984 ▼	-18.8%	380,187	0.4%	Basic Materials
IBM International Business Machines	$5,814,943	$74,083 ▼	-1.3%	26,452	0.4%	Computer and Technology
ABT Abbott Laboratories	$5,688,868	$149,645 ▼	-2.6%	50,295	0.4%	Medical
CRM Salesforce	$5,596,016	$38,114 ▼	-0.7%	16,738	0.4%	Computer and Technology
CHENIERE ENERGY INC COM NEW	$5,580,174	$267,513 ▲	5.0%	25,970	0.4%	COM
FI Fiserv	$5,480,811	$241,368 ▼	-4.2%	26,681	0.4%	Business Services
CSCO Cisco Systems	$5,430,415	$559,795 ▼	-9.3%	91,730	0.4%	Computer and Technology
HON Honeywell International	$5,392,447	$180,486 ▼	-3.2%	23,872	0.4%	Multi-Sector Conglomerates
LOW Lowe's Companies	$5,290,158	$967,209 ▼	-15.5%	21,435	0.3%	Retail/Wholesale
PYPL PayPal	$5,278,301	$605,388 ▲	13.0%	61,843	0.3%	Computer and Technology
RSG Republic Services	$5,149,001	$604 ▼	0.0%	25,594	0.3%	Business Services
DIS Walt Disney	$5,126,109	$87,855 ▼	-1.7%	46,036	0.3%	Consumer Discretionary
SHEL Shell	$5,117,315	$298,465 ▼	-5.5%	81,681	0.3%	Oils/Energy
DUK Duke Energy	$5,025,856	$89,316 ▼	-1.7%	46,648	0.3%	Utilities
ZS Zscaler	$5,004,212	$211,080 ▲	4.4%	27,738	0.3%	Computer and Technology
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF	$4,988,274	$508,366 ▼	-9.2%	96,485	0.3%	Manufacturing
VLO Valero Energy	$4,983,529	$4,918,801 ▲	7,599.2%	40,652	0.3%	Oils/Energy
ADP Automatic Data Processing	$4,948,308	$210,180 ▼	-4.1%	16,904	0.3%	Business Services
VO Vanguard Mid-Cap ETF	$4,716,569	$11,622 ▼	-0.2%	17,857	0.3%	ETF
FCNCA First Citizens BancShares	$4,437,342		0.0%	2,100	0.3%	Finance
UNH UnitedHealth Group	$4,416,664	$37,434 ▼	-0.8%	8,731	0.3%	Medical
SSB SouthState	$4,363,093	$98,883 ▲	2.3%	43,859	0.3%	Finance
H Hyatt Hotels	$4,315,537	$62,635 ▲	1.5%	27,491	0.3%	Consumer Discretionary
NVO Novo Nordisk A/S	$4,236,570	$126,793 ▼	-2.9%	49,251	0.3%	Medical
MCD McDonald's	$4,153,834	$125,232 ▼	-2.9%	14,329	0.3%	Retail/Wholesale
AZN AstraZeneca	$4,111,970	$130,254 ▼	-3.1%	62,759	0.3%	Medical
AXP American Express	$4,068,397	$171,841 ▼	-4.1%	13,708	0.3%	Finance
VEA Vanguard FTSE Developed Markets ETF	$3,987,614	$3,946,537 ▲	9,607.6%	83,388	0.3%	ETF
QQQ Invesco QQQ	$3,562,250		0.0%	6,968	0.2%	Finance
ULTA Ulta Beauty	$3,472,916	$870 ▲	0.0%	7,985	0.2%	Retail/Wholesale
VV Vanguard Large-Cap ETF	$3,411,975	$49,895 ▲	1.5%	12,651	0.2%	ETF
NKE NIKE	$3,288,391	$846,520 ▼	-20.5%	43,457	0.2%	Consumer Discretionary
NVDA NVIDIA	$3,278,691	$6,177 ▲	0.2%	24,415	0.2%	Computer and Technology
MRK Merck & Co., Inc.	$3,238,074	$148,623 ▼	-4.4%	32,550	0.2%	Medical
IWF iShares Russell 1000 Growth ETF	$3,069,678	$4,016 ▲	0.1%	7,644	0.2%	ETF
VTV Vanguard Value ETF	$3,051,632		0.0%	18,025	0.2%	ETF
VTI Vanguard Total Stock Market ETF	$2,994,606	$724,235 ▲	31.9%	10,333	0.2%	ETF
CMCSA Comcast	$2,931,168	$335,368 ▼	-10.3%	78,102	0.2%	Consumer Discretionary
BP BP	$2,889,017	$903,738 ▼	-23.8%	97,734	0.2%	Oils/Energy
DON WisdomTree U.S. MidCap Dividend Fund	$2,794,175	$1,501,423 ▲	116.1%	54,820	0.2%	Finance

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Get 30 Days of MarketBeat All Access for Free

Start Your 30-Day Trial

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

SouthState Top Holdings and 13F Report (2025)

About SouthState

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

SouthState Top Holdings and 13F Report (2025)

About SouthState

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofSouthState

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools