Titelia

Fund shareholders of SOUTHSTATE BANK CORP

ISIN US84472E1029 · United States

Fund shareholders
460
Of which ETFs
99 361 other funds
Value held
4.6B $ 26.2M SEK
Share of capital
50.2 % of 97M shares on Jul 30, 2026

460 funds hold this company. This table lists the 459 that declare it in a regulatory filing. 1 more fund publishes its holdings in its own report. It is not in the table.

FundSharesValueWeight in fundShare of capital
iShares Core S&P Mid-Cap ETF iShares Trust 3,282,253303.7M $0.29 %3.38 %as of Mar 31, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 3,102,570287M $0.01 %3.20 %as of Mar 31, 2026 ↗
SMALLCAP World Fund Inc SMALLCAP World Fund Inc 2,582,612238.9M $0.29 %2.66 %as of Mar 31, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 2,261,256209.2M $0.13 %2.33 %as of Mar 31, 2026 ↗
Invesco Small Cap Value Fund AIM Sector Funds (Invesco Sector Funds) 1,747,884170.7M $1.59 %1.80 %as of Apr 30, 2026 ↗
VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 1,439,956133.2M $0.22 %1.48 %as of Mar 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 1,105,772102.3M $0.13 %1.14 %as of Mar 31, 2026 ↗
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 1,095,473107M $0.57 %1.13 %as of Apr 30, 2026 ↗
VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND 1,049,759102.5M $0.47 %1.08 %as of Apr 30, 2026 ↗
Franklin Small Cap Value Fund Franklin Value Investors Trust 1,046,832102.2M $2.50 %1.08 %as of Apr 30, 2026 ↗
Small Cap Value Fund American Century Capital Portfolios, Inc. 980,00090.7M $2.86 %1.01 %as of Mar 31, 2026 ↗
VANGUARD EQUITY INCOME FUND VANGUARD FENWAY FUNDS 923,20185.4M $0.14 %0.95 %as of Mar 31, 2026 ↗
First Trust SMID Cap Rising Dividend Achievers ETF First Trust Exchange-Traded Fund VI 916,95984.8M $0.84 %0.95 %as of Mar 31, 2026 ↗
Allspring Special Small Cap Value Fund ALLSPRING FUNDS TRUST 756,48970M $2.24 %0.78 %as of Mar 31, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 748,23473.1M $0.46 %0.77 %as of Apr 30, 2026 ↗
T. Rowe Price Small-Cap Stock Fund, Inc. T. ROWE PRICE SMALL-CAP STOCK FUND, INC. 665,35761.6M $0.76 %0.69 %as of Mar 31, 2026 ↗
Victory Sycamore Small Company Opportunity Fund Victory Portfolios 635,00058.8M $1.32 %0.65 %as of Mar 31, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 596,01058.2M $0.43 %0.61 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST 588,52854.5M $1.47 %0.61 %as of Mar 31, 2026 ↗
VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS 556,59154.4M $0.04 %0.57 %as of Apr 30, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 525,38051.8M $0.13 %0.54 %as of Feb 28, 2026 ↗
iShares S&P Mid-Cap 400 Value ETF iShares Trust 504,46346.7M $0.58 %0.52 %as of Mar 31, 2026 ↗
Fidelity Stock Selector Small Cap Fund Fidelity Capital Trust 504,33649.3M $0.71 %0.52 %as of Apr 30, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 487,78548.1M $0.23 %0.50 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF SPDR SERIES TRUST 484,24844.8M $0.29 %0.50 %as of Mar 31, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 455,65444.5M $0.24 %0.47 %as of Apr 30, 2026 ↗
Nomura Small Cap Core Fund Delaware Group Equity Funds V 454,75244.9M $0.78 %0.47 %as of Feb 27, 2026 ↗
Harbor Small Cap Value Fund HARBOR FUNDS 451,53944.1M $1.74 %0.47 %as of Apr 30, 2026 ↗
Small Cap Core Fund John Hancock Investment Trust 434,00542.4M $2.12 %0.45 %as of Apr 30, 2026 ↗
T. Rowe Price Small-Cap Value Fund, Inc. T. ROWE PRICE SMALL-CAP VALUE FUND, INC. 420,74638.9M $0.42 %0.43 %as of Mar 31, 2026 ↗
Dimensional US Small Cap Value ETF Dimensional ETF Trust 418,67840.9M $0.54 %0.43 %as of Apr 30, 2026 ↗
VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS 386,19837.7M $0.04 %0.40 %as of Apr 30, 2026 ↗
Calvert Small Cap Fund Calvert Impact Fund, Inc. 386,13135.7M $2.35 %0.40 %as of Mar 31, 2026 ↗
Fidelity Series Small Cap Opportunities Fund Fidelity Securities Fund 379,69337.1M $0.74 %0.39 %as of Apr 30, 2026 ↗
iShares Russell Mid-Cap ETF iShares Trust 374,21034.6M $0.07 %0.39 %as of Mar 31, 2026 ↗
Fidelity Mid Cap Index Fund Fidelity Salem Street Trust 363,33035.5M $0.07 %0.37 %as of Apr 30, 2026 ↗
T. Rowe Price Institutional Small-Cap Stock Fund T. Rowe Price Equity Funds, Inc. 361,78533.5M $0.77 %0.37 %as of Mar 31, 2026 ↗
Fidelity Small Cap Value Fund Fidelity Securities Fund 334,34632.7M $0.64 %0.34 %as of Apr 30, 2026 ↗
Franklin Small Cap Value VIP Fund Franklin Templeton Variable Insurance Products Trust 316,40629.3M $2.54 %0.33 %as of Mar 31, 2026 ↗
THRIVENT SMALL CAP STOCK FUND Thrivent Mutual Funds 298,94629.2M $1.00 %0.31 %as of Apr 30, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 283,99927.7M $0.20 %0.29 %as of Apr 30, 2026 ↗
Schwab U.S. Mid-Cap ETF SCHWAB STRATEGIC TRUST 271,78526.8M $0.20 %0.28 %as of Feb 28, 2026 ↗
Small Cap Growth Fund American Century Mutual Funds, Inc. 269,46926.3M $0.52 %0.28 %as of Apr 30, 2026 ↗
Touchstone Strategic Trust-Touchstone Small Company Fund Touchstone Strategic Trust 254,84123.6M $1.58 %0.26 %as of Mar 31, 2026 ↗
iShares Russell 1000 Value ETF iShares Trust 230,92121.4M $0.03 %0.24 %as of Mar 31, 2026 ↗
iShares Core Dividend Growth ETF iShares Trust 228,16922.3M $0.06 %0.24 %as of Apr 30, 2026 ↗
AQR Long-Short Equity Fund AQR Funds 221,49920.5M $0.25 %0.23 %as of Mar 31, 2026 ↗
Fidelity Advisor Small Cap Fund Fidelity Advisor Series I 219,40021.6M $0.98 %0.23 %as of Feb 28, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 207,15619.2M $0.21 %0.21 %as of Mar 31, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 204,61020M $0.04 %0.21 %as of Apr 30, 2026 ↗
Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST 203,36620.1M $0.20 %0.21 %as of Feb 28, 2026 ↗
THE HARTFORD MIDCAP VALUE FUND HARTFORD MUTUAL FUNDS, INC 197,41119.3M $1.63 %0.20 %as of Apr 30, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 186,94718.4M $0.01 %0.19 %as of Feb 28, 2026 ↗
THE HARTFORD CAPITAL APPRECIATION FUND HARTFORD MUTUAL FUNDS, INC 173,71417M $0.28 %0.18 %as of Apr 30, 2026 ↗
Brighthouse Small Cap Value Portfolio Brighthouse Funds Trust I 173,19416M $2.28 %0.18 %as of Mar 31, 2026 ↗
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 169,13316.7M $0.12 %0.17 %as of Feb 28, 2026 ↗
Invesco Small Cap Equity Fund AIM Funds Group (Invesco Funds Group) 167,40315.5M $1.53 %0.17 %as of Mar 31, 2026 ↗
VANGUARD S&P MID-CAP 400 INDEX FUND VANGUARD ADMIRAL FUNDS 153,02015.1M $0.29 %0.16 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF SPDR SERIES TRUST 152,38014.1M $0.58 %0.16 %as of Mar 31, 2026 ↗
WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust 150,61713.9M $0.37 %0.16 %as of Mar 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 149,07214.7M $0.01 %0.15 %as of Feb 28, 2026 ↗
Vaughan Nelson Small Cap Fund Natixis Funds Trust I 148,93313.8M $1.00 %0.15 %as of Mar 31, 2026 ↗
iShares Russell Mid-Cap Value ETF iShares Trust 140,92713M $0.09 %0.15 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Bank ETF SPDR SERIES TRUST 138,91612.9M $1.00 %0.14 %as of Mar 31, 2026 ↗
First Trust Financials AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 137,80313.5M $1.25 %0.14 %as of Apr 30, 2026 ↗
Optimum Small-Mid Cap Value Fund Optimum Fund Trust 133,85912.4M $1.71 %0.14 %as of Mar 31, 2026 ↗
WisdomTree U.S. Quality Dividend Growth Fund WisdomTree Trust 129,18712M $0.08 %0.13 %as of Mar 31, 2026 ↗
Victory RS Partners Fund Victory Portfolios 128,86011.9M $2.05 %0.13 %as of Mar 31, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 123,31911.4M $0.01 %0.13 %as of Mar 31, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 117,76511.5M $0.03 %0.12 %as of Apr 30, 2026 ↗
Victory Integrity Small-Cap Value Fund Victory Portfolios 114,25410.6M $1.03 %0.12 %as of Mar 31, 2026 ↗
AQR Equity Market Neutral Fund AQR Funds 109,26310.1M $0.31 %0.11 %as of Mar 31, 2026 ↗
Select Banking Portfolio Fidelity Select Portfolios 105,42010.4M $2.30 %0.11 %as of Feb 28, 2026 ↗
iShares U.S. Regional Banks ETF iShares Trust 104,9979.7M $1.71 %0.11 %as of Mar 31, 2026 ↗
Virtus NFJ Dividend Value Fund Virtus Investment Trust 102,4659.5M $1.97 %0.11 %as of Mar 31, 2026 ↗
JNL Mid Cap Index Fund JNL Series Trust 100,2059.3M $0.28 %0.10 %as of Mar 31, 2026 ↗
American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS 99,7359.7M $0.25 %0.10 %as of Apr 30, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 98,9969.7M $0.01 %0.10 %as of Apr 30, 2026 ↗
Hartford Schroders US MidCap Opportunities Fund HARTFORD MUTUAL FUNDS II, INC 98,1039.6M $0.94 %0.10 %as of Apr 30, 2026 ↗
JPMorgan Small Cap Blend Fund JPMorgan Trust I 95,6868.9M $0.62 %0.10 %as of Mar 31, 2026 ↗
Global Small Capitalization Fund AMERICAN FUNDS INSURANCE SERIES 94,0968.7M $0.31 %0.10 %as of Mar 31, 2026 ↗
Goldman Sachs Mid Cap Value Fund Goldman Sachs Trust 92,1209.1M $0.80 %0.09 %as of Feb 28, 2026 ↗
SmallCap Value Fund II Principal Funds, Inc 90,4608.8M $0.71 %0.09 %as of Apr 30, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 90,0818.8M $0.02 %0.09 %as of Apr 30, 2026 ↗
LVIP Nomura SMID Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 87,8658.1M $1.26 %0.09 %as of Mar 31, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 87,7568.6M $0.01 %0.09 %as of Apr 30, 2026 ↗
Fidelity SAI U.S. Value Index Fund Fidelity Salem Street Trust 86,6078.5M $0.11 %0.09 %as of Apr 30, 2026 ↗
BNY Mellon Research Growth Fund, Inc. BNY MELLON RESEARCH GROWTH FUND, INC. 84,3888.3M $0.52 %0.09 %as of Feb 28, 2026 ↗
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 84,3608.2M $0.06 %0.09 %as of Apr 30, 2026 ↗
Regional Bank Fund John Hancock Investment Trust II 83,9728.2M $0.94 %0.09 %as of Apr 30, 2026 ↗
iShares Core S&P U.S. Value ETF iShares Trust 83,4287.7M $0.03 %0.09 %as of Mar 31, 2026 ↗
VANGUARD S&P MID-CAP 400 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 82,8088.2M $0.60 %0.09 %as of Feb 28, 2026 ↗
BNY Mellon Small/Mid Cap Growth Fund BNY Mellon Investment Funds I 81,7027.6M $0.99 %0.08 %as of Mar 31, 2026 ↗
EQ/Mid Cap Index Portfolio EQ Advisors Trust 81,2617.5M $0.29 %0.08 %as of Mar 31, 2026 ↗
SA Franklin Small Company Value Portfolio SUNAMERICA SERIES TRUST 79,0307.7M $2.62 %0.08 %as of Apr 30, 2026 ↗
Old Westbury Small & Mid Cap Strategies Fund Old Westbury Funds Inc 77,2357.5M $0.08 %0.08 %as of Apr 30, 2026 ↗
Mid Cap Index Fund VALIC Co I 76,7627.6M $0.29 %0.08 %as of Feb 28, 2026 ↗
Columbia Mid Cap Index Fund COLUMBIA FUNDS SERIES TRUST 74,1197.3M $0.28 %0.08 %as of Feb 28, 2026 ↗
LVIP Wellington SMID Cap Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 74,0046.8M $1.82 %0.08 %as of Mar 31, 2026 ↗
JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust 72,6346.7M $0.28 %0.07 %as of Mar 31, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
MML VIP American Century Small Company Value Fund MML SERIES INVESTMENT FUND 2.93 %as of Mar 31, 2026 ↗
Small Cap Value Fund American Century Capital Portfolios, Inc. 2.86 %as of Mar 31, 2026 ↗
Eaton Vance Small-Cap Fund Eaton Vance Special Investment Trust 2.78 %as of Mar 31, 2026 ↗
TAX MANAGED SMALL CAP PORTFOLIO Tax-Managed Small-Cap Portfolio 2.76 %as of Apr 30, 2026 ↗
NORTH SQUARE SELECT SMALL CAP FUND Exchange Place Advisors Trust 2.65 %as of May 31, 2026 ↗
SA Franklin Small Company Value Portfolio SUNAMERICA SERIES TRUST 2.62 %as of Apr 30, 2026 ↗
Franklin Small Cap Value VIP Fund Franklin Templeton Variable Insurance Products Trust 2.54 %as of Mar 31, 2026 ↗
Cullen Small Cap Value Fund Cullen Funds Trust 2.52 %as of Mar 31, 2026 ↗
WESTWOOD QUALITY SMIDCAP FUND Ultimus Managers Trust 2.51 %as of Apr 30, 2026 ↗
Franklin Small Cap Value Fund Franklin Value Investors Trust 2.50 %as of Apr 30, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q2458+2048,603,742+3.4 %
2026Q1438+6847,019,201+9.8 %
2025Q4370+36842,805,457+259,500.1 %
2025Q3216,489

Institutional managers

501 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.9,472,684876.4M $as of Mar 31, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC6,207,998574.4M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP4,934,851456.6M $as of Mar 31, 2026
VANGUARD CAPITAL MANAGEMENT LLC4,403,672407.4M $as of Mar 31, 2026
STATE STREET CORP3,734,578345.5M $as of Mar 31, 2026
T. Rowe Price Investment Management, Inc.2,679,111247.9K $as of Mar 31, 2026
Invesco Ltd.2,127,342196.8M $as of Mar 31, 2026
AMERICAN CENTURY COMPANIES INC2,108,590195.1M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC1,960,189181.4M $as of Mar 31, 2026
FRANKLIN RESOURCES INC1,781,410164.8M $as of Mar 31, 2026
FMR LLC1,738,842160.9M $as of Mar 31, 2026
VICTORY CAPITAL MANAGEMENT INC1,682,076155.6M $as of Mar 31, 2026
AQR CAPITAL MANAGEMENT LLC1,480,134136.4M $as of Mar 31, 2026
MORGAN STANLEY1,475,269136.5M $as of Mar 31, 2026
Bank of New York Mellon Corp1,442,939133.5M $as of Mar 31, 2026
WELLINGTON MANAGEMENT GROUP LLP1,317,721121.9M $as of Mar 31, 2026
EARNEST PARTNERS LLC1,235,983114.4M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,218,874112.8M $as of Mar 31, 2026
FIRST TRUST ADVISORS LP1,149,303106.3M $as of Mar 31, 2026
Allspring Global Investments Holdings, LLC1,078,066100.9M $as of Mar 31, 2026
Capital International Investors1,065,41298.6M $as of Mar 31, 2026
WESTWOOD HOLDINGS GROUP INC1,013,17093.7M $as of Mar 31, 2026
Capital Research Global Investors968,01589.6M $as of Mar 31, 2026
Qube Research & Technologies Ltd914,55784.6M $as of Mar 31, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE850,76378.7M $as of Mar 31, 2026

Declared shareholders of SOUTHSTATE BANK CORP

There are 3 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
Vanguard Portfolio Management 6.34 %6,224,860as of Mar 31, 2026 · SCHEDULE 13G
Vanguard Capital Management 5.26 %5,164,709as of Mar 31, 2026 · SCHEDULE 13G
Dimensional Fund Advisors LP 5.00 %4,934,851as of Mar 31, 2026 · SCHEDULE 13G
Cite this page

Titelia. "Fund shareholders of SOUTHSTATE BANK CORP". https://titelia.com/en/stocks/southstate-bank-corp-US84472E1029