13F-HR: SouthState Bank Corp Discloses $2.24 Billion Q4 2025 Holdings

SouthState Bank Corp has filed its quarterly Form 13F-HR, revealing equity holdings totaling over $2.23 billion across 2,212 positions as of December 31, 2025.

Summary

• SouthState Bank Corp, an institutional investment manager, filed its Form 13F-HR for the calendar quarter ended December 31, 2025.
• The report discloses total aggregate fair market value of holdings at $2,235,343,523.
• The filing lists a total of 2,212 individual securities positions.
• Three other investment managers are included in this report: SouthState Bank, National Association; South State Advisory, Inc.; and SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC.
• Key holdings include significant positions in major companies such as Apple Inc., Microsoft Corp, JP Morgan Chase & Co, Amazon.com Inc, and Alphabet Inc (Class C and A).

Sentiment

Score: 5

Explanation: StockSavvy.ai views this filing as neutral. It is a routine regulatory disclosure providing a factual snapshot of holdings without indicating performance or strategic shifts for the reporting entity.

Positives

• The disclosure of a substantial portfolio value of over $2.23 billion indicates significant assets under management by SouthState Bank Corp and its included managers.
• The diversified portfolio across 2,212 positions suggests a broad investment strategy, potentially mitigating concentration risk.

Negatives

• The filing is a statutory disclosure of holdings and does not inherently contain negative performance indicators or adverse events for the reporting manager.

Risks

• This Form 13F-HR primarily details investment holdings and does not contain specific risk factors related to the operations or financial health of SouthState Bank Corp itself. Risks would be inherent in the performance and volatility of the disclosed equity holdings.

Future Outlook

This Form 13F-HR is a historical snapshot of holdings and does not provide forward-looking statements or guidance from SouthState Bank Corp.

Management Comments

• William E. Matthews, V, Senior Executive Vice President, CFO, signed the report, representing that the person signing is authorized and all information is true, correct, and complete.

Industry Context

StockSavvy.ai notes that this 13F filing provides transparency into SouthState Bank Corp's investment strategy and asset allocation at the close of Q4 2025. Such disclosures are standard for institutional investment managers and offer insights into market sentiment and sector preferences among large funds, particularly regarding their exposure to technology giants like Apple and Microsoft, and financial institutions like JPMorgan Chase.

Comparison to Industry Standards

• The reported total holdings value of over $2.23 billion places SouthState Bank Corp as a significant institutional investor, managing a substantial portfolio comparable in scale to many regional banks and mid-tier asset management firms.
• The extensive number of holdings (2,212 entries) suggests a highly diversified portfolio, which is a common strategy among large institutional investors aiming to spread risk, similar to broad market index funds or large multi-asset portfolios managed by peers like Vanguard or BlackRock, though on a smaller scale than global giants.

Stakeholder Impact

• Shareholders and potential investors gain transparency into the investment decisions and portfolio composition of SouthState Bank Corp.
• Financial analysts can use this data to track institutional money flows and identify trends in large-scale investment strategies.

Next Steps

• SouthState Bank Corp will continue to file Form 13F-HR quarterly to disclose its institutional investment holdings as mandated by the SEC.

Key Dates

Keywords

SouthState Bank Corp, 13F-HR, Institutional Holdings, Equity Portfolio, Investment Management, SEC Filing, Asset Management, Public Equities, Q4 2025, Financial Disclosure