SouthState Bank Top Holdings and 13F Report (2026)

About SouthState Bank

SouthState Bank NYSE: SSB has filed 13-F forms with the SEC as an investor. SouthState Bank is itself a publicly traded company. SouthState Corporation operates as the bank holding company for SouthState Bank, National Association that provides a range of banking services and products to individuals and companies. It accepts checking accounts, savings deposits, interest-bearing transaction accounts, certificates of deposits, money market accounts, and other time deposits. For more information on SouthState Bank stock, visit the SouthState Bank stock profile here.

Investment Activity

SouthState Bank has $2.14 billion in total holdings as of March 31, 2026.
SouthState Bank owns shares of 1,568 different stocks, but just 105 companies or ETFs make up 80% of its holdings.
Approximately 43.47% of the portfolio was purchased this quarter.
About 4.91% of the portfolio was sold this quarter.
This quarter, SouthState Bank has purchased 1,611 new stocks and bought additional shares in 556 stocks.
SouthState Bank sold shares of 409 stocks and completely divested from 132 stocks this quarter.

Largest Holdings

Apple: $112,905,139
Microsoft: $95,034,485
Broadcom: $67,203,597
SPROTT PHYSICAL GOLD TRUST: $58,791,345
Berkshire Hathaway: $50,740,571

Largest New Holdings this Quarter

46434V266 - iShares International Small Cap Equity Factor ETF: $6,823,054 Holding
921946794 - Vanguard International High Dividend Yield ETF: $948,526 Holding
025072802 - Avantis International Small Cap Value ETF: $946,174 Holding
808524870 - Schwab U.S. TIPS ETF: $770,182 Holding
46641Q332 - JPMorgan Equity Premium Income ETF: $619,512 Holding

Largest Purchases this Quarter

SPROTT PHYSICAL GOLD TRUST: 1,583,583 shares (about $56.12M)
iShares Core S&P 500 ETF: 70,721 shares (about $46.20M)
Visa: 152,637 shares (about $46.13M)
Alphabet: 144,543 shares (about $41.46M)
Berkshire Hathaway: 85,176 shares (about $40.82M)

Largest Sales this Quarter

Costco Wholesale: 16,305 shares (about $16.25M)
JPMorgan Ultra-Short Municipal ETF: 281,731 shares (about $14.36M)
Invesco S&P 500 Quality ETF: 151,212 shares (about $11.37M)
Costco Wholesale: 10,105 shares (about $10.07M)
Abbott Laboratories: 40,441 shares (about $4.15M)

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
AAPL Apple	$112,905,139	$1,668,416 ▼	-1.5%	444,876	5.3%	Computer and Technology
MSFT Microsoft	$95,034,485	$316,495 ▼	-0.3%	256,732	4.4%	Computer and Technology
AVGO Broadcom	$67,203,597	$1,707,257 ▼	-2.5%	217,129	3.1%	Computer and Technology
SPROTT PHYSICAL GOLD TRUST	$58,791,345	$56,122,181 ▲	2,102.6%	1,658,898	2.7%	COM
BRK.B Berkshire Hathaway	$50,740,571	$40,816,339 ▲	411.3%	105,886	2.4%	Finance
IVV iShares Core S&P 500 ETF	$47,445,255	$46,195,664 ▲	3,696.9%	72,634	2.2%	ETF
V Visa	$46,650,442	$46,133,007 ▲	8,915.7%	154,349	2.2%	Business Services
GOOG Alphabet	$43,247,874	$41,463,605 ▲	2,323.8%	150,763	2.0%	Computer and Technology
JPM JPMorgan Chase & Co.	$41,122,686	$33,086,823 ▲	411.7%	139,797	1.9%	Finance
MA Mastercard	$38,766,121	$38,102,573 ▲	5,742.2%	77,585	1.8%	Business Services
AMZN Amazon.com	$33,749,945	$25,542,024 ▲	311.2%	162,049	1.6%	Retail/Wholesale
WALMART INC	$33,045,555	$1,245,037 ▲	3.9%	265,896	1.5%	COM
PH Parker-Hannifin	$30,826,694	$29,764,044 ▲	2,800.9%	34,434	1.4%	Industrials
SHY iShares 1-3 Year Treasury Bond ETF	$30,354,879	$28,680,607 ▲	1,713.0%	367,626	1.4%	Manufacturing
VLO Valero Energy	$28,568,379	$88,702 ▼	-0.3%	115,624	1.3%	Energy
NEE NextEra Energy	$26,731,051	$1,029,296 ▲	4.0%	287,802	1.2%	Utilities
ROCKEFELLER OPPORTUNISTIC MUNI	$25,693,943	$25,348,872 ▲	7,346.0%	1,033,130	1.2%	COM
DFUS Dimensional U.S. Equity ETF	$25,324,913	$2,323,718 ▼	-8.4%	357,142	1.2%	ETF
VIG Vanguard Dividend Appreciation ETF	$23,356,376	$22,799,586 ▲	4,094.8%	108,604	1.1%	ETF
TJX TJX Companies	$23,132,705	$14,395,039 ▲	164.7%	144,851	1.1%	Retail/Wholesale
CVX Chevron	$22,026,782	$17,531,259 ▲	390.0%	106,461	1.0%	Energy
ORCL Oracle	$21,163,686	$16,954,133 ▲	402.8%	143,863	1.0%	Computer and Technology
KO CocaCola	$20,431,744	$7,301 ▼	0.0%	268,662	1.0%	Consumer Staples
HD Home Depot	$19,400,892	$228,250 ▼	-1.2%	58,989	0.9%	Retail/Wholesale
JCPB JPMorgan Core Plus Bond ETF	$18,216,947	$725,079 ▼	-3.8%	386,936	0.9%	ETF
UITB VictoryShares Core Intermediate Bond ETF	$17,565,011	$158,071 ▼	-0.9%	373,589	0.8%	ETF
ISRG Intuitive Surgical	$16,632,980	$11,039,327 ▲	197.4%	36,081	0.8%	Medical
LHX L3Harris Technologies	$16,577,900	$10,906,050 ▲	192.3%	48,031	0.8%	Aerospace
JMST JPMorgan Ultra-Short Municipal ETF	$16,428,611	$1,811,065 ▲	12.4%	322,256	0.8%	ETF
ABBV AbbVie	$16,402,442	$173,122 ▲	1.1%	75,417	0.8%	Medical
ROK Rockwell Automation	$16,392,203	$13,192,070 ▲	412.2%	45,676	0.8%	Computer and Technology
DFAI Dimensional International Core Equity Market ETF	$16,308,490	$2,203,459 ▼	-11.9%	418,596	0.8%	ETF
VEU Vanguard FTSE All-World ex-US ETF	$16,034,150	$15,244,999 ▲	1,931.8%	213,504	0.7%	ETF
VCSH Vanguard Short-Term Corporate Bond ETF	$15,857,126	$14,146,317 ▲	826.9%	200,039	0.7%	ETF
COST Costco Wholesale	$15,728,648	$10,068,925 ▼	-39.0%	15,785	0.7%	Retail/Wholesale
CB Chubb	$13,907,433	$8,755,783 ▲	170.0%	42,670	0.6%	Finance
BX Blackstone	$13,590,783	$13,531,563 ▲	22,849.7%	118,191	0.6%	Finance
DHR Danaher	$13,443,588	$8,720,083 ▲	184.6%	70,905	0.6%	Medical
XOM ExxonMobil	$13,346,643	$722,921 ▲	5.7%	78,667	0.6%	Energy
UNP Union Pacific	$13,046,890	$105,540 ▲	0.8%	53,775	0.6%	Transportation
DGRO iShares Core Dividend Growth ETF	$13,044,988	$418,764 ▼	-3.1%	185,879	0.6%	ETF
MU Micron Technology	$12,330,823	$54,054 ▼	-0.4%	36,499	0.6%	Computer and Technology
BAC Bank of America	$12,194,179	$12,016,875 ▲	6,777.6%	250,137	0.6%	Finance
SPY SPDR S&P 500 ETF Trust	$12,119,736	$9,486,509 ▲	360.3%	18,636	0.6%	Finance
BARRICK MINING CORP.	$11,987,284	$8,340,780 ▲	228.7%	293,878	0.6%	COM
ADBE Adobe	$11,436,185	$702,501 ▼	-5.8%	47,047	0.5%	Computer and Technology
SPHQ Invesco S&P 500 Quality ETF	$11,050,142	$899,723 ▼	-7.5%	146,963	0.5%	ETF
BSX Boston Scientific	$10,985,768	$422,684 ▲	4.0%	175,072	0.5%	Medical
SONY Sony	$10,854,832	$7,169,652 ▲	194.6%	524,388	0.5%	Consumer Discretionary
IJR iShares Core S&P Small-Cap ETF	$10,386,349	$6,144,892 ▲	144.9%	83,552	0.5%	ETF
NOW ServiceNow	$10,349,405	$627,823 ▼	-5.7%	98,990	0.5%	Computer and Technology
SGOV iShares 0-3 Month Treasury Bond ETF	$10,348,251	$8,976,054 ▲	654.1%	102,804	0.5%	ETF
BSV Vanguard Short-Term Bond ETF	$10,340,476	$5,772,466 ▲	126.4%	131,877	0.5%	ETF
SNA Snap-On	$10,278,400	$253,891 ▲	2.5%	28,298	0.5%	Consumer Discretionary
ROPER TECHNOLOGIES INC	$10,137,736	$2,025,141 ▼	-16.7%	28,649	0.5%	COM
BRK.B Berkshire Hathaway	$9,959,214	$34,982 ▲	0.4%	20,783	0.5%	Finance
JNJ Johnson & Johnson	$9,671,269	$32,999 ▲	0.3%	39,565	0.5%	Medical
COST Costco Wholesale	$9,550,782	$16,246,792 ▼	-63.0%	9,585	0.4%	Retail/Wholesale
VUG Vanguard Growth ETF	$9,463,055	$4,764,942 ▲	101.4%	21,665	0.4%	ETF
ICE Intercontinental Exchange	$9,349,981	$5,911,683 ▲	171.9%	59,448	0.4%	Finance
GOOGL Alphabet	$9,339,949	$944,347 ▲	11.2%	32,480	0.4%	Computer and Technology
VEA Vanguard FTSE Developed Markets ETF	$9,191,571	$7,662,110 ▲	501.0%	143,439	0.4%	ETF
LLY Eli Lilly and Company	$9,153,551	$7,394,951 ▲	420.5%	9,952	0.4%	Medical
AMGN Amgen	$8,929,953	$301,535 ▲	3.5%	25,380	0.4%	Medical
J P MORGAN EXCHANGE TRADED F	$8,591,271	$7,365,544 ▲	600.9%	134,428	0.4%	HEDGED EQUITY LA
GOOGL Alphabet	$8,529,605	$134,003 ▲	1.6%	29,662	0.4%	Computer and Technology
TJX TJX Companies	$8,409,803	$327,864 ▼	-3.8%	52,660	0.4%	Retail/Wholesale
AMZN Amazon.com	$8,086,083	$121,838 ▼	-1.5%	38,825	0.4%	Retail/Wholesale
PG Procter & Gamble	$7,987,388	$5,494,353 ▲	220.4%	55,299	0.4%	Consumer Staples
SHEL Shell	$7,780,473	$7,646,832 ▲	5,721.9%	83,661	0.4%	Energy
JPM JPMorgan Chase & Co.	$7,777,885	$257,978 ▼	-3.2%	26,441	0.4%	Finance
VTV Vanguard Value ETF	$7,654,082	$3,231,776 ▲	73.1%	39,012	0.4%	ETF
ETN Eaton	$7,653,065	$7,492,829 ▲	4,676.1%	21,397	0.4%	Industrials
VOO Vanguard S&P 500 ETF	$7,416,910	$7,319,508 ▲	7,514.7%	12,412	0.3%	ETF
ELV Elevance Health	$7,148,370	$4,675,218 ▲	189.0%	24,418	0.3%	Medical
IBM International Business Machines	$7,078,030	$5,674,350 ▲	404.2%	29,201	0.3%	Computer and Technology
ISCF iShares International Small Cap Equity Factor ETF	$6,823,054	$6,823,054 ▲	New Holding	163,270	0.3%	ETF
META Meta Platforms	$6,559,471	$1,422,887 ▲	27.7%	11,465	0.3%	Computer and Technology
VONE Vanguard Russell 1000 ETF	$6,373,683	$657,230 ▼	-9.3%	21,597	0.3%	ETF
CHENIERE ENERGY INC COM	$6,281,028	$2,247,663 ▲	55.7%	22,135	0.3%	COM
NOBL ProShares S&P 500 Aristocrats ETF	$6,240,496	$5,460,474 ▲	700.0%	58,867	0.3%	ETF
VB Vanguard Small-Cap ETF	$6,174,346	$2,067,108 ▲	50.3%	23,573	0.3%	ETF
LOW Lowe's Companies	$5,644,257	$67,576 ▼	-1.2%	23,888	0.3%	Retail/Wholesale
LHX L3Harris Technologies	$5,615,591	$56,259 ▼	-1.0%	16,270	0.3%	Aerospace
MSI Motorola Solutions	$5,481,909	$5,202,432 ▲	1,861.5%	12,632	0.3%	Computer and Technology
ISRG Intuitive Surgical	$5,451,668	$141,985 ▼	-2.5%	11,826	0.3%	Medical
DUK Duke Energy	$5,343,530	$4,857,743 ▲	1,000.0%	40,809	0.2%	Utilities
DELL Dell Technologies	$5,341,447	$5,216,872 ▲	4,187.7%	32,544	0.2%	Computer and Technology
ZS Zscaler	$5,329,477	$3,443,839 ▲	182.6%	37,989	0.2%	Computer and Technology
TRMB Trimble	$5,250,493	$2,588,065 ▲	97.2%	80,492	0.2%	Industrials
VO Vanguard Mid-Cap ETF	$5,203,989	$5,178,143 ▲	20,034.4%	18,121	0.2%	ETF
META Meta Platforms	$5,183,498	$46,915 ▲	0.9%	9,060	0.2%	Computer and Technology
YUM Yum! Brands	$5,104,253	$5,092,437 ▲	43,096.1%	32,829	0.2%	Retail/Wholesale
H Hyatt Hotels	$5,099,944	$4,983,043 ▲	4,262.6%	35,468	0.2%	Consumer Discretionary
ULTA Ulta Beauty	$5,073,947	$9,409 ▼	-0.2%	9,707	0.2%	Retail/Wholesale
CB Chubb	$4,997,159	$154,491 ▼	-3.0%	15,332	0.2%	Finance
CSCO Cisco Systems	$4,869,859	$4,209,568 ▲	637.5%	62,764	0.2%	Computer and Technology
GE VERNOVA INC	$4,766,908	$1,377,437 ▲	40.6%	5,461	0.2%	COM
DON WisdomTree U.S. MidCap Dividend Fund	$4,590,683	$538,693 ▼	-10.5%	87,375	0.2%	Finance
DHR Danaher	$4,572,394	$151,111 ▼	-3.2%	24,116	0.2%	Medical

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 Bank Top Holdings and 13F Report (2026)

About SouthState Bank

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 Bank Top Holdings and 13F Report (2026)

About SouthState Bank

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 Bank

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