Titelia

Fund shareholders of SOUTHSTATE BANK CORP

ISIN US84472E1029 · United States

Fund shareholders
469
Of which ETFs
106 363 other funds
Value held
≈ 4.8B $ 4.8B $ · 26.2M SEK
Share of capital
48.7 % of 97M shares on Jul 30, 2026

469 funds hold this company. This table lists the 468 that declare it in a regulatory filing. 1 more fund publishes its holdings in its own report. The “Fund reports” tab lists it, with its weight.

FundSharesValueWeight in fundShare of capital
iShares Core S&P Mid-Cap ETF iShares Trust 3,342,407333.9M $0.27 %3.45 %as of Jun 30, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 3,096,908309.4M $0.01 %3.19 %as of Jun 30, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 2,238,986223.7M $0.12 %2.31 %as of Jun 30, 2026 ↗
Invesco Small Cap Value Fund AIM Sector Funds (Invesco Sector Funds) 1,747,884183.7M $1.65 %1.80 %as of Jul 31, 2026 ↗
SMALLCAP World Fund Inc SMALLCAP World Fund Inc 1,663,436166.2M $0.18 %1.72 %as of Jun 30, 2026 ↗
VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 1,418,898141.7M $0.21 %1.46 %as of Jun 30, 2026 ↗
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 1,137,001119.5M $0.61 %1.17 %as of Jul 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 1,120,087111.9M $0.11 %1.16 %as of Jun 30, 2026 ↗
VANGUARD EQUITY INCOME FUND VANGUARD FENWAY FUNDS 1,102,709110.2M $0.17 %1.14 %as of Jun 30, 2026 ↗
Franklin Small Cap Value Fund Franklin Value Investors Trust 1,045,804109.9M $2.56 %1.08 %as of Jul 31, 2026 ↗
First Trust SMID Cap Rising Dividend Achievers ETF First Trust Exchange-Traded Fund VI 963,50896.3M $0.85 %0.99 %as of Jun 30, 2026 ↗
Small Cap Value Fund American Century Capital Portfolios, Inc. 855,00085.4M $2.81 %0.88 %as of Jun 30, 2026 ↗
VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND 839,19888.2M $0.40 %0.87 %as of Jul 31, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 748,23478.6M $0.47 %0.77 %as of Jul 31, 2026 ↗
Fidelity Stock Selector Small Cap Fund Fidelity Capital Trust 674,33670.9M $0.96 %0.70 %as of Jul 31, 2026 ↗
Allspring Special Small Cap Value Fund ALLSPRING FUNDS TRUST 662,28966.2M $2.24 %0.68 %as of Jun 30, 2026 ↗
T. Rowe Price Small-Cap Stock Fund, Inc. T. ROWE PRICE SMALL-CAP STOCK FUND, INC. 628,45062.8M $0.68 %0.65 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST 619,80361.9M $1.31 %0.64 %as of Jun 30, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 595,27762.6M $0.43 %0.61 %as of Jul 31, 2026 ↗
Victory Sycamore Small Company Opportunity Fund Victory Portfolios 585,00058.4M $1.25 %0.60 %as of Jun 30, 2026 ↗
Fidelity Small Cap Value Fund Fidelity Securities Fund 556,84658.5M $1.07 %0.57 %as of Jul 31, 2026 ↗
VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS 552,62558.1M $0.04 %0.57 %as of Jul 31, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 510,83748.4M $0.11 %0.53 %as of May 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF SPDR SERIES TRUST 494,37949.4M $0.27 %0.51 %as of Jun 30, 2026 ↗
iShares S&P Mid-Cap 400 Value ETF iShares Trust 490,16449M $0.56 %0.51 %as of Jun 30, 2026 ↗
Dimensional US Small Cap Value ETF Dimensional ETF Trust 477,62550.2M $0.61 %0.49 %as of Jul 31, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 476,85345.2M $0.20 %0.49 %as of May 31, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 455,65447.9M $0.24 %0.47 %as of Jul 31, 2026 ↗
Fidelity Series Small Cap Opportunities Fund Fidelity Securities Fund 440,69346.3M $0.98 %0.45 %as of Jul 31, 2026 ↗
Harbor Small Cap Value Fund HARBOR FUNDS 435,97045.8M $1.82 %0.45 %as of Jul 31, 2026 ↗
Small Cap Core Fund John Hancock Investment Trust 409,21943M $2.21 %0.42 %as of Jul 31, 2026 ↗
T. Rowe Price Small-Cap Value Fund, Inc. T. ROWE PRICE SMALL-CAP VALUE FUND, INC. 408,54640.8M $0.39 %0.42 %as of Jun 30, 2026 ↗
iShares Russell Mid-Cap ETF iShares Trust 398,17639.8M $0.07 %0.41 %as of Jun 30, 2026 ↗
VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS 390,15841M $0.04 %0.40 %as of Jul 31, 2026 ↗
Fidelity Mid Cap Index Fund Fidelity Salem Street Trust 367,38638.6M $0.07 %0.38 %as of Jul 31, 2026 ↗
T. Rowe Price Institutional Small-Cap Stock Fund T. Rowe Price Equity Funds, Inc. 337,01933.7M $0.67 %0.35 %as of Jun 30, 2026 ↗
Franklin Small Cap Value VIP Fund Franklin Templeton Variable Insurance Products Trust 329,26832.9M $2.51 %0.34 %as of Jun 30, 2026 ↗
Calvert Small Cap Fund Calvert Impact Fund, Inc. 309,29230.9M $2.42 %0.32 %as of Jun 30, 2026 ↗
THRIVENT SMALL CAP STOCK FUND Thrivent Mutual Funds 295,22631M $1.07 %0.30 %as of Jul 31, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 292,16430.7M $0.20 %0.30 %as of Jul 31, 2026 ↗
Small Cap Growth Fund American Century Mutual Funds, Inc. 269,46928.3M $0.51 %0.28 %as of Jul 31, 2026 ↗
Schwab U.S. Mid-Cap ETF SCHWAB STRATEGIC TRUST 267,80325.4M $0.17 %0.28 %as of May 31, 2026 ↗
Touchstone Strategic Trust-Touchstone Small Company Fund Touchstone Strategic Trust 247,81224.8M $1.44 %0.26 %as of Jun 30, 2026 ↗
Nomura Small Cap Core Fund Delaware Group Equity Funds V 243,76123.1M $0.42 %0.25 %as of May 29, 2026 ↗
Vaughan Nelson Small Cap Fund Natixis Funds Trust I 225,37322.5M $1.48 %0.23 %as of Jun 30, 2026 ↗
AQR Long-Short Equity Fund AQR Funds 221,49222.1M $0.28 %0.23 %as of Jun 30, 2026 ↗
Fidelity Advisor Small Cap Fund Fidelity Advisor Series I 219,40020.8M $0.88 %0.23 %as of May 31, 2026 ↗
iShares Russell 1000 Value ETF iShares Trust 216,98521.7M $0.03 %0.22 %as of Jun 30, 2026 ↗
iShares Core Dividend Growth ETF iShares Trust 214,57822.6M $0.05 %0.22 %as of Jul 31, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 209,49120.9M $0.20 %0.22 %as of Jun 30, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 207,32521.8M $0.05 %0.21 %as of Jul 31, 2026 ↗
THE HARTFORD MIDCAP VALUE FUND HARTFORD MUTUAL FUNDS, INC 205,12721.6M $1.78 %0.21 %as of Jul 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 186,49817.7M $0.01 %0.19 %as of May 31, 2026 ↗
Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST 184,25617.5M $0.20 %0.19 %as of May 31, 2026 ↗
Brighthouse Small Cap Value Portfolio Brighthouse Funds Trust I 168,38216.8M $2.30 %0.17 %as of Jun 30, 2026 ↗
Invesco Small Cap Equity Fund AIM Funds Group (Invesco Funds Group) 167,40316.7M $1.33 %0.17 %as of Jun 30, 2026 ↗
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 162,59515.4M $0.11 %0.17 %as of May 31, 2026 ↗
VANGUARD S&P MID-CAP 400 INDEX FUND VANGUARD ADMIRAL FUNDS 158,16415M $0.27 %0.16 %as of May 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 151,10514.3M $0.01 %0.16 %as of May 31, 2026 ↗
State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF SPDR SERIES TRUST 149,83215M $0.56 %0.15 %as of Jun 30, 2026 ↗
WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust 149,22614.9M $0.38 %0.15 %as of Jun 30, 2026 ↗
iShares Russell Mid-Cap Value ETF iShares Trust 147,57014.7M $0.09 %0.15 %as of Jun 30, 2026 ↗
Optimum Small-Mid Cap Value Fund Optimum Fund Trust 146,56114.6M $1.73 %0.15 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) Bank ETF SPDR SERIES TRUST 142,78514.3M $0.96 %0.15 %as of Jun 30, 2026 ↗
Victory RS Partners Fund Victory Portfolios 139,71014M $2.05 %0.14 %as of Jun 30, 2026 ↗
First Trust Financials AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 135,59214.2M $1.26 %0.14 %as of Jul 31, 2026 ↗
WisdomTree U.S. Quality Dividend Growth Fund WisdomTree Trust 131,81213.2M $0.08 %0.14 %as of Jun 30, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 126,31112.6M $0.01 %0.13 %as of Jun 30, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 117,76512.4M $0.03 %0.12 %as of Jul 31, 2026 ↗
Victory Integrity Small-Cap Value Fund Victory Portfolios 114,25411.4M $0.99 %0.12 %as of Jun 30, 2026 ↗
AQR Equity Market Neutral Fund AQR Funds 108,82110.9M $0.38 %0.11 %as of Jun 30, 2026 ↗
LVIP Nomura SMID Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 107,74110.8M $1.43 %0.11 %as of Jun 30, 2026 ↗
iShares U.S. Regional Banks ETF iShares Trust 103,82510.4M $1.58 %0.11 %as of Jun 30, 2026 ↗
Select Banking Portfolio Fidelity Select Portfolios 99,6209.4M $2.09 %0.10 %as of May 31, 2026 ↗
JPMorgan Small Cap Blend Fund JPMorgan Trust I 99,3389.9M $0.59 %0.10 %as of Jun 30, 2026 ↗
JNL Mid Cap Index Fund JNL Series Trust 99,1789.9M $0.27 %0.10 %as of Jun 30, 2026 ↗
THRIVENT SMALL CAP STOCK PORTFOLIO Thrivent Series Fund, Inc. 97,7479.8M $0.96 %0.10 %as of Jun 30, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 95,53210M $0.01 %0.10 %as of Jul 31, 2026 ↗
Fidelity SAI U.S. Value Index Fund Fidelity Salem Street Trust 90,1179.5M $0.10 %0.09 %as of Jul 31, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 90,0819.5M $0.02 %0.09 %as of Jul 31, 2026 ↗
LVIP Wellington SMID Cap Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 88,8318.9M $2.01 %0.09 %as of Jun 30, 2026 ↗
Touchstone Funds Group Trust-Touchstone Mid Cap Value Fund Touchstone Funds Group Trust 85,7908.6M $1.50 %0.09 %as of Jun 30, 2026 ↗
iShares Core S&P U.S. Value ETF iShares Trust 85,0848.5M $0.03 %0.09 %as of Jun 30, 2026 ↗
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 84,8158.9M $0.06 %0.09 %as of Jul 31, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 84,7048.9M $0.01 %0.09 %as of Jul 31, 2026 ↗
SmallCap Value Fund II Principal Funds, Inc 84,2408.9M $0.70 %0.09 %as of Jul 31, 2026 ↗
VANGUARD S&P MID-CAP 400 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 83,9748M $0.56 %0.09 %as of May 31, 2026 ↗
Regional Bank Fund John Hancock Investment Trust II 83,9728.8M $0.92 %0.09 %as of Jul 31, 2026 ↗
BNY Mellon Research Growth Fund, Inc. BNY MELLON RESEARCH GROWTH FUND, INC. 81,3287.7M $0.44 %0.08 %as of May 31, 2026 ↗
EQ/Mid Cap Index Portfolio EQ Advisors Trust 79,1807.9M $0.27 %0.08 %as of Jun 30, 2026 ↗
Old Westbury Small & Mid Cap Strategies Fund Old Westbury Funds Inc 77,2358.1M $0.09 %0.08 %as of Jul 31, 2026 ↗
Invesco S&P MidCap Low Volatility ETF Invesco Exchange-Traded Fund Trust II 76,3407.2M $1.01 %0.08 %as of May 31, 2026 ↗
FT Vest SMID Rising Dividend Achievers Target Income ETF First Trust Exchange-Traded Fund IV 75,9458M $0.88 %0.08 %as of Jul 31, 2026 ↗
SA Franklin Small Company Value Portfolio SUNAMERICA SERIES TRUST 75,9378M $2.66 %0.08 %as of Jul 31, 2026 ↗
JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust 75,6437.6M $0.26 %0.08 %as of Jun 30, 2026 ↗
Mid Cap Index Fund VALIC Co I 72,8866.9M $0.27 %0.08 %as of May 31, 2026 ↗
Small Cap Core Trust John Hancock Variable Insurance Trust 72,0357.2M $2.01 %0.07 %as of Jun 30, 2026 ↗
Timothy Plan Large/Mid Cap Value Fund TIMOTHY PLAN 71,1867.1M $2.20 %0.07 %as of Jun 30, 2026 ↗
Columbia Mid Cap Index Fund COLUMBIA FUNDS SERIES TRUST 70,8116.7M $0.26 %0.07 %as of May 31, 2026 ↗
Franklin Mutual Small-Mid Cap Value Fund Franklin Value Investors Trust 69,6257.3M $3.16 %0.07 %as of Jul 31, 2026 ↗

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Funds that publish their own holdings

FundWeight in fund
BNP Paribas Funds US Small Cap BNP Paribas Asset Management Luxembourg 1.29 %as of Dec 31, 2025 ↗

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
Franklin Mutual Small-Mid Cap Value Fund Franklin Value Investors Trust 3.16 %as of Jul 31, 2026 ↗
TAX MANAGED SMALL CAP PORTFOLIO Tax-Managed Small-Cap Portfolio 2.89 %as of Jul 31, 2026 ↗
Small Cap Value Fund American Century Capital Portfolios, Inc. 2.81 %as of Jun 30, 2026 ↗
MML VIP American Century Small Company Value Fund MML SERIES INVESTMENT FUND 2.78 %as of Jun 30, 2026 ↗
Cambiar SMID Fund ADVISORS' INNER CIRCLE FUND 2.72 %as of Jul 31, 2026 ↗
Eaton Vance Small-Cap Fund Eaton Vance Special Investment Trust 2.71 %as of Jun 30, 2026 ↗
SA Franklin Small Company Value Portfolio SUNAMERICA SERIES TRUST 2.66 %as of Jul 31, 2026 ↗
Franklin Small Cap Value Fund Franklin Value Investors Trust 2.56 %as of Jul 31, 2026 ↗
TRIBUTARY SMALL/MID CAP FUND TRIBUTARY CAPITAL MANAGEMENT, LLC 2.53 %as of Jun 30, 2026 ↗
Franklin Small Cap Value VIP Fund Franklin Templeton Variable Insurance Products Trust 2.51 %as of Jun 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
2026Q3467+947,205,125-2.9 %
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
Cite this page

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