Funds holding South32 Ltd
ISIN US84473L1052 · Australia · LEI 213800LAZNPXSBKVHR17
- Fund holders
- 5
- Of which ETFs
- 2 3 other funds
- Value held
- 13.9M $
Other securities from the same issuer : South32 Ltd (AU000000S320)
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| Permanent Portfolio PERMANENT PORTFOLIO FAMILY OF FUNDS | 500,000 | 7.4M $ | 0.10 % | as of Apr 30, 2026 ↗ |
| INTERNATIONAL CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 402,590 | 6M $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Saturna Global High Income Fund SATURNA INVESTMENT TRUST | 19,000 | 312.6K $ | 2.79 % | as of Feb 28, 2026 ↗ |
| SP Funds S&P World (ex-US) ETF SP Funds Trust | 7,238 | 107.3K $ | 0.07 % | as of Apr 30, 2026 ↗ |
| Avantis Total Equity Markets ETF American Century ETF Trust | 2,967 | 48.8K $ | 0.01 % | as of Feb 28, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table counts shares; this one measures what the company weighs inside each fund.
| Fund | Weight in fund | |
|---|---|---|
| Saturna Global High Income Fund SATURNA INVESTMENT TRUST | 2.79 % | as of Feb 28, 2026 ↗ |
| Permanent Portfolio PERMANENT PORTFOLIO FAMILY OF FUNDS | 0.10 % | as of Apr 30, 2026 ↗ |
| SP Funds S&P World (ex-US) ETF SP Funds Trust | 0.07 % | as of Apr 30, 2026 ↗ |
| INTERNATIONAL CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 0.01 % | as of Apr 30, 2026 ↗ |
| Avantis Total Equity Markets ETF American Century ETF Trust | 0.01 % | as of Feb 28, 2026 ↗ |
Quarter after quarter
Each SEC quarterly data set, newest first. The change is read against the quarter before it.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 5 | +1 | 931,795 | +0.5 % |
| 2026Q1 | 4 | -1 | 927,136 | +0.1 % |
| 2025Q4 | 5 | 0 | 926,107 | -0.4 % |
| 2025Q3 | 5 | +1 | 930,207 | +0.6 % |
| 2025Q2 | 4 | 0 | 924,548 | -0.4 % |
| 2025Q1 | 4 | 0 | 928,411 | -0.2 % |
| 2024Q4 | 4 | 0 | 930,096 | -2.1 % |
| 2024Q3 | 4 | 0 | 949,999 | +108.7 % |
| 2024Q2 | 4 | -2 | 455,197 | -53.3 % |
| 2024Q1 | 6 | -1 | 975,550 | -14.7 % |
| 2023Q4 | 7 | 1,143,120 |
Institutional managers
9 managers declare this company to the SEC (Form 13F).
| Manager | Shares | Value | |
|---|---|---|---|
| Pacific Heights Asset Management LLC | 500,000 | 7.6M $ | as of Mar 31, 2026 |
| GREAT LAKES ADVISORS, LLC | 425,668 | 6.4M $ | as of Mar 31, 2026 |
| CHICAGO TRUST Co NA | 68,698 | 1M $ | as of Mar 31, 2026 |
| RHUMBLINE ADVISERS | 54,913 | 830.8K $ | as of Mar 31, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | 15,199 | 222.2K $ | as of Mar 31, 2026 |
| GAMMA Investing LLC | 9,628 | 145.7K $ | as of Mar 31, 2026 |
| Salomon & Ludwin, LLC | 1,189 | 18.6K $ | as of Mar 31, 2026 |
| Archer Investment Corp | 320 | 4.8K $ | as of Mar 31, 2026 |
| Coston, McIsaac & Partners | 89 | 1 $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Funds holding South32 Ltd". https://titelia.com/en/stocks/south32-ltd-US84473L1052