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CIK: 0000764038
Total reported value
$2.4B
$2.4B
615 檔
11.9%
In Q3 2024, SouthState Bank Corp's U.S. equity holdings reached a combined market value of $2.4B, distributed across 615 disclosed stock positions.
During Q3 2024, SouthState Bank Corp's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, BRK-B) accounted for 11.9% of total reported equity market value during Q3 2024.
Showing top 200 holdings (of 615 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 5.78% | -0.45% | -3.38% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.72% | +0.14% | -0.49% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.55% | -0.26% | +1.16% | |
| 4 | AVGO | Broadcom Inc | Stock-Tech | 2.87% | +0.30% | +767.07% | |
| 5 | PHYS | Sprott Physical Gold Trust | Stock-Other | 2.71% | -0.79% | -0.87% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.22% | +0.04% | -0.05% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.15% | +0.12% | +1.68% | |
| 8 | MA | Mastercard Inc - A | Stock-Financials | 2.05% | -0.19% | -0.40% | |
| 9 | DHR | Danaher CORP | Stock-Healthcare | 1.93% | -0.18% | +1.47% | |
| 10 | ORCL | Oracle CORP | Stock-Tech | 1.92% | -0.19% | +4.13% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.87% | +0.50% | +0.42% | |
| 12 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.68% | -0.06% | -1.17% | |
| 13 | HD | Home Depot Inc | Stock-Consumer Disc | 1.59% | -0.07% | -6.66% | |
| 14 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.58% | -0.21% | +1.62% | |
| 15 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.52% | -0.19% | +2.04% | |
| 16 | V | Visa Inc-class A Shares | Stock-Financials | 1.52% | +0.13% | +0.74% | |
| 17 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.51% | +0.29% | +1.10% | |
| 18 | ADBE | Adobe Inc | Stock-Tech | 1.49% | -0.37% | +0.23% | |
| 19 | WMT | Walmart Inc | Stock-Consumer Staples | 1.46% | -0.26% | -1.35% | |
| 20 | ELV | Elevance Health Inc | Stock-Healthcare | 1.45% | +0.08% | -2.15% | |
| 21 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.37% | -0.16% | -1.76% | |
| 22 | ROP | Roper Technologies Inc | Stock-Tech | 1.36% | -0.29% | +0.45% | |
| 23 | PH | Parker Hannifin CORP | Stock-Industrials | 1.34% | -0.03% | +4.90% | |
| 24 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.26% | -0.24% | +1.33% | |
| 25 | NEE | Nextera Energy Inc | Stock-Utilities | 1.24% | -0.14% | +33.89% | |
| 26 | NOW | Servicenow Inc | Stock-Tech | 1.24% | -0.19% | +1.39% | |
| 27 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.13% | +0.01% | -4.32% | |
| 28 | CB | Chubb Limited | Stock-Financials | 1.08% | -0.03% | +2.38% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.07% | +0.04% | +6.07% | |
| 30 | ABBV | Abbvie Inc | Stock-Healthcare | 1.01% | +0.05% | -1.99% | |
| 31 | CVX | Chevron CORP | Stock-Energy | 0.98% | -0.28% | +3.66% | |
| 32 | SONY | Sony Group CORP - Sp Adr | Stock-Tech | 0.95% | -0.41% | +0.33% | |
| 33 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.94% | -0.13% | +0.37% | |
| 34 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.94% | -0.24% | +2.50% | |
| 35 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.91% | -0.35% | +0.70% | |
| 36 | ACN | Accenture plc | Stock-Tech | 0.88% | -0.25% | +9.93% | |
| 37 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.88% | -0.06% | -0.19% | |
| 38 | ROK | Rockwell Automation Inc | Stock-Industrials | 0.86% | +0.21% | +6.59% | |
| 39 | UNP | Union Pacific CORP | Stock-Industrials | 0.86% | +0.04% | -0.41% | |
| 40 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.86% | -0.03% | +13.16% | |
| 41 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.77% | -0.03% | -9.28% | |
| 42 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.75% | +0.14% | -0.12% | |
| 43 | ICE | Intercontinental Exchange In | Stock-Financials | 0.70% | -0.19% | +6.97% | |
| 44 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.68% | +0.49% | -6.31% | |
| 45 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.66% | +0.33% | -0.48% | |
| 46 | BAC | Bank Of America CORP | Stock-Financials | 0.65% | — | -3.37% | |
| 47 | ABX | Barrick Gold CORP | Stock-Financials | 0.64% | — | +2.21% | |
| 48 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.59% | -0.04% | -2.35% | |
| 49 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 0.59% | -0.07% | +5.20% | |
| 50 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.57% | -0.04% | -2.10% |
According to official SEC Form 13F filings, SouthState Bank Corp reported a total U.S. public equity portfolio value of $2.4B across 615 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
During Q3 2024, SouthState Bank Corp's top holdings by market value included MSFT (5.8%)、AAPL (4.7%)、BRK-B (3.5%). The largest single position, MSFT, represented 5.8% of total portfolio value.
In Q3 2024, SouthState Bank Corp made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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