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 $2.29 billion in total holdings as of June 30, 2025.
SouthState owns shares of 1,626 different stocks, but just 83 companies or ETFs make up 80% of its holdings.
Approximately 26.98% of the portfolio was purchased this quarter.
About NaN of the portfolio was sold this quarter.
This quarter, SouthState has purchased 1,745 new stocks and bought additional shares in 487 stocks.
SouthState sold shares of 624 stocks and completely divested from 271 stocks this quarter.

Largest Holdings

Microsoft: $134,446,124
Apple: $102,444,670
Broadcom: $66,043,260
Berkshire Hathaway: $63,424,560
Visa: $62,185,743

Largest New Holdings this Quarter

06849F108 - BARRICK MNG CORP: $1,948,960 Holding
74933W189 - RBB FD INC: $327,201 Holding
25434V534 - DIMENSIONAL ETF TRUST: $230,772 Holding
92206C102 - Vanguard Short-Term Treasury ETF: $179,808 Holding
31609A503 - FID COVINGTON T/ENHANCED MID C: $97,910 Holding

Largest Purchases this Quarter

Apple: 496,316 shares (about $101.83M)
Visa: 174,146 shares (about $61.83M)
SPROTT PHYSICAL GOLD TR: 1,868,907 shares (about $47.38M)
Oracle: 179,558 shares (about $39.26M)
JPMorgan Chase & Co.: 134,127 shares (about $38.88M)

Largest Sales this Quarter

Vanguard Value ETF: 135,262 shares (about $23.91M)
Vanguard Dividend Appreciation ETF: 99,803 shares (about $20.43M)
Dimensional U.S. Equity ETF: 275,940 shares (about $18.49M)
Dimensional International Core Equity Market ETF: 412,037 shares (about $14.24M)
Rockwell Automation: 38,957 shares (about $12.94M)

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	$134,446,124	$1,915,528 ▼	-1.4%	270,292	5.9%	Computer and Technology
AAPL Apple	$102,444,670	$101,829,160 ▲	16,543.9%	499,316	4.5%	Computer and Technology
AVGO Broadcom	$66,043,260	$931,146 ▲	1.4%	239,591	2.9%	Computer and Technology
BRK.B Berkshire Hathaway	$63,424,560	$3,657,848 ▲	6.1%	130,565	2.8%	Finance
V Visa	$62,185,743	$61,830,692 ▲	17,414.6%	175,146	2.7%	Business Services
DFUS Dimensional U.S. Equity ETF	$60,873,316	$18,493,495 ▼	-23.3%	908,286	2.7%	ETF
SPROTT PHYSICAL GOLD TR	$47,442,272	$47,376,793 ▲	72,354.1%	1,871,490	2.1%	UNIT
MA Mastercard	$44,520,562	$349,525 ▼	-0.8%	79,227	1.9%	Business Services
JPM JPMorgan Chase & Co.	$40,191,963	$38,884,759 ▲	2,974.7%	138,636	1.8%	Finance
ORCL Oracle	$39,801,156	$39,256,767 ▲	7,211.2%	182,048	1.7%	Computer and Technology
IVV iShares Core S&P 500 ETF	$39,200,146	$903,415 ▲	2.4%	63,134	1.7%	ETF
DFAI Dimensional International Core Equity Market ETF	$39,183,412	$14,244,123 ▼	-26.7%	1,133,451	1.7%	ETF
JCPB JPMorgan Core Plus Bond ETF	$37,820,047	$7,367,383 ▼	-16.3%	803,656	1.7%	ETF
AMZN Amazon.com	$33,879,520	$24,716,697 ▲	269.7%	154,426	1.5%	Retail/Wholesale
SHY iShares 1-3 Year Treasury Bond ETF	$32,759,364	$1,866,504 ▲	6.0%	395,358	1.4%	Manufacturing
UITB VictoryShares Core Intermediate Bond ETF	$32,414,721	$3,911,424 ▼	-10.8%	688,649	1.4%	ETF
GOOG Alphabet	$28,866,853	$27,482,147 ▲	1,984.7%	162,731	1.3%	Computer and Technology
SPHQ Invesco S&P 500 Quality ETF	$26,787,233	$6,603,173 ▼	-19.8%	375,908	1.2%	ETF
COST Costco Wholesale	$26,415,098	$739,472 ▲	2.9%	26,684	1.2%	Retail/Wholesale
WMT Walmart	$25,184,511	$613,178 ▲	2.5%	257,563	1.1%	Retail/Wholesale
TJX TJX Companies	$24,465,345	$24,386,929 ▲	31,099.4%	198,116	1.1%	Retail/Wholesale
PH Parker-Hannifin	$24,153,093	$23,604,794 ▲	4,305.1%	34,580	1.1%	Industrials
ISRG Intuitive Surgical	$23,150,896	$930,318 ▲	4.2%	42,603	1.0%	Medical
SGOV iShares 0-3 Month Treasury Bond ETF	$22,626,453	$571,516 ▼	-2.5%	224,714	1.0%	ETF
NOW ServiceNow	$21,686,320	$773,116 ▲	3.7%	21,094	0.9%	Computer and Technology
ADBE Adobe	$21,668,376	$17,023 ▼	-0.1%	56,008	0.9%	Computer and Technology
ROP Roper Technologies	$21,652,154	$840,624 ▲	4.0%	38,198	0.9%	Computer and Technology
HD Home Depot	$21,552,861	$312,743 ▲	1.5%	58,785	0.9%	Retail/Wholesale
DHR Danaher	$20,736,564	$794,506 ▲	4.0%	104,974	0.9%	Medical
VIG Vanguard Dividend Appreciation ETF	$20,100,231	$1,096,622 ▼	-5.2%	98,208	0.9%	ETF
KO CocaCola	$18,870,157	$819,568 ▲	4.5%	266,716	0.8%	Consumer Staples
VTV Vanguard Value ETF	$18,767,631	$8,254,626 ▼	-30.5%	106,188	0.8%	ETF
BX Blackstone	$18,189,227	$18,039,647 ▲	12,060.2%	121,602	0.8%	Finance
NEE NextEra Energy	$18,150,900	$1,271,080 ▲	7.5%	261,465	0.8%	Utilities
SONY Sony	$18,049,775	$359,604 ▲	2.0%	693,422	0.8%	Consumer Discretionary
BSX Boston Scientific	$17,972,594	$591,829 ▲	3.4%	167,327	0.8%	Medical
VONE Vanguard Russell 1000 ETF	$17,217,906	$3,931,212 ▼	-18.6%	61,304	0.8%	ETF
CB Chubb	$16,629,639	$16,405,685 ▲	7,325.5%	57,399	0.7%	Finance
SPY SPDR S&P 500 ETF Trust	$16,525,421	$62,402 ▲	0.4%	26,747	0.7%	Finance
VEU Vanguard FTSE All-World ex-US ETF	$16,065,141	$215,776 ▼	-1.3%	238,994	0.7%	ETF
IJR iShares Core S&P Small-Cap ETF	$15,905,076	$3,494,218 ▼	-18.0%	145,531	0.7%	ETF
VLO Valero Energy	$15,739,775	$396,136 ▼	-2.5%	117,094	0.7%	Energy
ACN Accenture	$15,313,033	$120,453 ▲	0.8%	51,233	0.7%	Computer and Technology
VB Vanguard Small-Cap ETF	$14,676,752	$4,081,536 ▼	-21.8%	61,932	0.6%	ETF
ELV Elevance Health	$14,531,157	$85,182 ▲	0.6%	37,359	0.6%	Medical
ABBV AbbVie	$14,495,676	$83,715 ▲	0.6%	78,093	0.6%	Medical
BSV Vanguard Short-Term Bond ETF	$14,466,309	$5,569,674 ▲	62.6%	183,816	0.6%	ETF
CVX Chevron	$14,086,173	$146,627 ▲	1.1%	98,374	0.6%	Energy
J P MORGAN EXCHANGE TRADED F	$14,002,847	$1,370,190 ▼	-8.9%	223,759	0.6%	HEDGED EQUITY LA
ZS Zscaler	$13,806,455	$13,797,665 ▲	156,964.3%	43,978	0.6%	Computer and Technology
ROK Rockwell Automation	$13,717,292	$2,170,731 ▼	-13.7%	41,296	0.6%	Computer and Technology
META Meta Platforms	$13,248,053	$197,071 ▲	1.5%	17,949	0.6%	Computer and Technology
VUG Vanguard Growth ETF	$12,546,551	$1,430,059 ▲	12.9%	28,619	0.5%	ETF
UNP Union Pacific	$12,228,513	$345,120 ▲	2.9%	53,149	0.5%	Transportation
GOOGL Alphabet	$12,169,800	$1,180,571 ▼	-8.8%	69,056	0.5%	Computer and Technology
BAC Bank of America	$11,559,898	$11,473,113 ▲	13,220.2%	244,292	0.5%	Finance
LHX L3Harris Technologies	$11,439,558	$11,429,524 ▲	113,912.5%	45,605	0.5%	Aerospace
VOO Vanguard S&P 500 ETF	$10,782,137	$1,654,639 ▼	-13.3%	18,982	0.5%	ETF
ICE Intercontinental Exchange	$10,287,530	$10,245,699 ▲	24,493.0%	56,072	0.4%	Finance
AMZN Amazon.com	$9,989,266	$826,442 ▲	9.0%	45,532	0.4%	Retail/Wholesale
IBM International Business Machines	$9,908,735	$1,333,290 ▲	15.5%	33,614	0.4%	Computer and Technology
IEFA iShares Core MSCI EAFE ETF	$9,516,606	$7,748,589 ▲	438.3%	113,999	0.4%	ETF
VEA Vanguard FTSE Developed Markets ETF	$9,503,980	$2,357,310 ▼	-19.9%	166,707	0.4%	ETF
PG Procter & Gamble	$9,461,537	$3,185,125 ▼	-25.2%	59,387	0.4%	Consumer Staples
2023 ETF SERIES TRUST II	$9,227,383	$277,540 ▼	-2.9%	269,334	0.4%	GMO US QUALITY E
VCSH Vanguard Short-Term Corporate Bond ETF	$9,169,611	$8,092,306 ▲	751.2%	115,341	0.4%	ETF
MDLZ Mondelez International	$9,088,080	$613,704 ▼	-6.3%	134,758	0.4%	Consumer Staples
DFAE Dimensional Emerging Core Equity Market ETF	$8,549,696	$4,166,546 ▼	-32.8%	295,326	0.4%	ETF
XOM Exxon Mobil	$8,531,939	$196,627 ▼	-2.3%	79,146	0.4%	Energy
CENTENE CORP DEL	$8,503,231	$1,027,167 ▲	13.7%	34,918	0.4%	CENTENE CORP DEL
JPM JPMorgan Chase & Co.	$8,380,429	$7,073,225 ▲	541.1%	28,907	0.4%	Finance
SCHX Schwab US Large-Cap ETF	$8,181,647	$1,778,619 ▼	-17.9%	334,765	0.4%	ETF
LLY Eli Lilly and Company	$7,870,135	$954,924 ▼	-10.8%	10,096	0.3%	Medical
SYK Stryker	$7,760,086	$190,689 ▲	2.5%	19,615	0.3%	Medical
QQQ Invesco QQQ	$7,750,041	$480,482 ▼	-5.8%	14,049	0.3%	Finance
SNA Snap-On	$7,603,684	$290,020 ▲	4.0%	24,435	0.3%	Consumer Discretionary
ABT Abbott Laboratories	$7,535,936	$200,072 ▲	2.7%	55,407	0.3%	Medical
TRMB Trimble	$7,454,246	$4,635,996 ▲	164.5%	98,108	0.3%	Industrials
NVDA NVIDIA	$7,392,010	$62,564 ▼	-0.8%	46,788	0.3%	Computer and Technology
PEP PepsiCo	$7,317,958	$1,925,417 ▼	-20.8%	55,422	0.3%	Consumer Staples
AMGN Amgen	$7,029,671	$256,873 ▲	3.8%	25,177	0.3%	Medical
EMR Emerson Electric	$6,871,430	$324,659 ▲	5.0%	51,537	0.3%	Industrials
JNJ Johnson & Johnson	$6,770,552	$203,770 ▼	-2.9%	44,324	0.3%	Medical
RSG Republic Services	$6,555,880	$144,267 ▲	2.3%	26,584	0.3%	Business Services
VANGUARD MALVERN FDS	$6,382,585	$4,235,713 ▼	-39.9%	82,271	0.3%	CORE BD ETF
PYPL PayPal	$6,258,339	$1,221,152 ▲	24.2%	84,208	0.3%	Business Services
DGRO iShares Core Dividend Growth ETF	$6,132,677	$1,828,748 ▲	42.5%	95,913	0.3%	ETF
DIS Walt Disney	$6,122,228	$117,685 ▲	2.0%	49,369	0.3%	Consumer Discretionary
CSCO Cisco Systems	$6,111,615	$5,790,941 ▲	1,805.9%	88,089	0.3%	Computer and Technology
SHEL Shell	$5,953,658	$39,922 ▲	0.7%	84,557	0.3%	Energy
MSI Motorola Solutions	$5,783,428	$113,945 ▲	2.0%	13,755	0.3%	Computer and Technology
HON Honeywell International	$5,781,945	$5,660,382 ▲	4,656.3%	24,828	0.3%	Multi-Sector Conglomerates
DUK Duke Energy	$5,578,568	$118,000 ▼	-2.1%	47,276	0.2%	Utilities
ADP Automatic Data Processing	$5,472,249	$42,868 ▲	0.8%	17,744	0.2%	Computer and Technology
LOW Lowe's Companies	$5,452,678	$534,485 ▲	10.9%	24,576	0.2%	Retail/Wholesale
YUM Yum! Brands	$5,059,458	$14,966 ▼	-0.3%	34,144	0.2%	Retail/Wholesale
VO Vanguard Mid-Cap ETF	$4,973,978	$245,411 ▼	-4.7%	17,775	0.2%	ETF
FI Fiserv	$4,924,547	$296,200 ▲	6.4%	28,563	0.2%	Business Services
AXP American Express	$4,765,651	$175,442 ▲	3.8%	14,940	0.2%	Finance
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF	$4,695,534	$109,371 ▼	-2.3%	88,998	0.2%	Manufacturing

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