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
Goldman Sachs Small Cap Value Fund Goldman Sachs Trust 67,4766.4M $0.68 %0.07 %as of May 31, 2026 ↗
iShares Russell 1000 ETF iShares Trust 67,4286.7M $0.01 %0.07 %as of Jun 30, 2026 ↗
Mid Cap Value Fund VALIC Co I 67,0876.4M $0.93 %0.07 %as of May 31, 2026 ↗
iShares U.S. Financials ETF iShares Trust 66,1997M $0.16 %0.07 %as of Jul 31, 2026 ↗
MOA SMALL CAP VALUE FUND MoA Funds Corp 65,0716.5M $1.58 %0.07 %as of Jun 30, 2026 ↗
Mid Cap Index Fund Northern Funds 63,4726.3M $0.27 %0.07 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 62,6425.9M $0.03 %0.06 %as of May 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 60,8616.4M $0.01 %0.06 %as of Jul 31, 2026 ↗
CRAWFORD SMALL CAP DIVIDEND FUND Unified Series Trust 60,3626M $1.58 %0.06 %as of Jun 30, 2026 ↗
EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust 59,9086M $0.36 %0.06 %as of Jun 30, 2026 ↗
WESTWOOD INCOME OPPORTUNITY FUND Ultimus Managers Trust 59,8406.3M $1.06 %0.06 %as of Jul 31, 2026 ↗
Small-Cap Equity Portfolio PACIFIC SELECT FUND 58,8865.9M $1.84 %0.06 %as of Jun 30, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 58,1715.5M $0.01 %0.06 %as of May 31, 2026 ↗
Nomura Smid Cap Core Fund IVY FUNDS 56,7625.7M $1.43 %0.06 %as of Jun 30, 2026 ↗
Large Cap Index Master Portfolio Master Investment Portfolio 56,5705.7M $0.01 %0.06 %as of Jun 30, 2026 ↗
Virtus NFJ Mid-Cap Value Fund Virtus Investment Trust 56,3735.6M $1.00 %0.06 %as of Jun 30, 2026 ↗
Empower Small Cap Value Fund EMPOWER FUNDS, INC. 55,2195.5M $0.86 %0.06 %as of Jun 30, 2026 ↗
Fidelity Fundamental Small-Mid Cap ETF Fidelity Covington Trust 54,9955.8M $0.39 %0.06 %as of Jul 31, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 54,9105.8M $0.10 %0.06 %as of Jul 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 53,0695.3M $0.01 %0.05 %as of Jun 30, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 52,8555.6M $0.01 %0.05 %as of Jul 31, 2026 ↗
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 52,4355.5M $0.23 %0.05 %as of Jul 31, 2026 ↗
Nuveen ESG Small-Cap ETF NuShares ETF Trust 52,1725.5M $0.43 %0.05 %as of Jul 31, 2026 ↗
Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust 52,1115.5M $0.22 %0.05 %as of Jul 31, 2026 ↗
TAX MANAGED SMALL CAP PORTFOLIO Tax-Managed Small-Cap Portfolio 51,8455.4M $2.89 %0.05 %as of Jul 31, 2026 ↗
EQUITY INCOME PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 48,9244.9M $0.20 %0.05 %as of Jun 30, 2026 ↗
iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust 48,6224.6M $0.19 %0.05 %as of May 31, 2026 ↗
John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust 48,4694.8M $0.08 %0.05 %as of Jun 30, 2026 ↗
Column Small Cap Select Fund Trust for Professional Managers 47,5054.5M $0.24 %0.05 %as of May 31, 2026 ↗
SMALLCAP World Fund AMERICAN FUNDS INSURANCE SERIES 47,1984.7M $0.18 %0.05 %as of Jun 30, 2026 ↗
iShares Russell 2500 ETF iShares Trust 46,8214.7M $0.13 %0.05 %as of Jun 30, 2026 ↗
JNL Multi-Manager Small Cap Value Fund JNL Series Trust 46,6774.7M $0.23 %0.05 %as of Jun 30, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 46,6124.7M $0.01 %0.05 %as of Jun 30, 2026 ↗
Loomis Sayles Small Cap Value Fund LOOMIS SAYLES FUNDS I 45,9434.6M $1.27 %0.05 %as of Jun 30, 2026 ↗
Index 400 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 45,3414.5M $0.27 %0.05 %as of Jun 30, 2026 ↗
Keeley Gabelli Small Cap Dividend Fund Keeley Funds, Inc. 44,1314.4M $1.55 %0.05 %as of Jun 30, 2026 ↗
Empower S&P Mid Cap 400 Index Fund EMPOWER FUNDS, INC. 44,0734.4M $0.26 %0.05 %as of Jun 30, 2026 ↗
American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS 43,7844.6M $0.12 %0.05 %as of Jul 31, 2026 ↗
Victory Integrity Small/Mid-Cap Value Fund Victory Portfolios 42,5404.2M $1.14 %0.04 %as of Jun 30, 2026 ↗
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 42,4244.2M $0.00 %0.04 %as of Jun 30, 2026 ↗
Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO 42,4214.5M $0.22 %0.04 %as of Jul 31, 2026 ↗
Empower Mid Cap Value Fund EMPOWER FUNDS, INC. 42,1834.2M $0.39 %0.04 %as of Jun 30, 2026 ↗
Small Cap Portfolio BNY MELLON VARIABLE INVESTMENT FUND 41,9684.2M $1.13 %0.04 %as of Jun 30, 2026 ↗
First Trust Mid Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 41,2414.3M $0.32 %0.04 %as of Jul 31, 2026 ↗
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 40,5294.3M $0.21 %0.04 %as of Jul 31, 2026 ↗
Calvert Small/Mid-Cap Fund Calvert Management Series 40,1854M $1.92 %0.04 %as of Jun 30, 2026 ↗
SMALL CAP EQUITY FUND GuideStone Funds 39,8374M $0.38 %0.04 %as of Jun 30, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 39,8084.2M $0.05 %0.04 %as of Jul 31, 2026 ↗
First Trust Nasdaq Bank ETF First Trust Exchange-Traded Fund VI 38,9203.9M $1.29 %0.04 %as of Jun 30, 2026 ↗
Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust 38,3054M $0.03 %0.04 %as of Jul 31, 2026 ↗
Loomis Sayles Small Cap Core Portfolio Brighthouse Funds Trust II 38,0013.8M $0.93 %0.04 %as of Jun 30, 2026 ↗
Small Cap Value Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 37,8753.8M $0.57 %0.04 %as of Jun 30, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 37,3993.5M $0.03 %0.04 %as of May 31, 2026 ↗
Direxion Daily Regional Banks Bull 3X Shares Direxion Shares ETF Trust 37,3823.9M $0.92 %0.04 %as of Jul 31, 2026 ↗
MidCap S&P 400 Index Fund Principal Funds, Inc 37,3413.9M $0.29 %0.04 %as of Jul 31, 2026 ↗
Victory Small Cap Stock Fund Victory Portfolios III 37,0483.9M $0.41 %0.04 %as of Jul 31, 2026 ↗
Nuveen Large Cap Value Index Fund TIAA-CREF Funds 36,9373.9M $0.03 %0.04 %as of Jul 31, 2026 ↗
EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust 36,5443.7M $1.31 %0.04 %as of Jun 30, 2026 ↗
SBH SMALL CAP VALUE FUND Segall Bryant & Hamill Trust 36,1223.6M $0.81 %0.04 %as of Jun 30, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 36,0663.8M $0.14 %0.04 %as of Jul 31, 2026 ↗
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 35,9053.8M $0.42 %0.04 %as of Jul 31, 2026 ↗
BNY Mellon Midcap Value Fund BNY Mellon Advantage Funds, Inc. 35,7763.4M $0.86 %0.04 %as of May 31, 2026 ↗
Eaton Vance Small-Cap Fund Eaton Vance Special Investment Trust 35,6793.6M $2.71 %0.04 %as of Jun 30, 2026 ↗
BNY Mellon Midcap Index Fund, Inc. BNY MELLON MIDCAP INDEX FUND, INC. 35,4093.7M $0.29 %0.04 %as of Jul 31, 2026 ↗
BNY Mellon Small Cap Value Fund BNY Mellon Investment Funds I 34,8563.5M $1.13 %0.04 %as of Jun 30, 2026 ↗
MOA MID CAP EQUITY INDEX FUND MoA Funds Corp 34,5543.5M $0.26 %0.04 %as of Jun 30, 2026 ↗
VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS 34,3993.4M $0.11 %0.04 %as of Jun 30, 2026 ↗
VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS 34,0863.4M $0.03 %0.04 %as of Jun 30, 2026 ↗
Mid Cap Index Trust John Hancock Variable Insurance Trust 33,8223.4M $0.26 %0.03 %as of Jun 30, 2026 ↗
NVIT Mid Cap Index Fund Nationwide Variable Insurance Trust 33,5923.4M $0.26 %0.03 %as of Jun 30, 2026 ↗
Financial Industries Fund John Hancock Investment Trust II 33,5163.5M $1.25 %0.03 %as of Jul 31, 2026 ↗
Thrivent Small Cap Value ETF Thrivent ETF Trust 33,3713.3M $1.79 %0.03 %as of Jun 30, 2026 ↗
Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust 32,7313.4M $0.03 %0.03 %as of Jul 31, 2026 ↗
Column Small Cap Fund Trust for Professional Managers 32,6023.1M $0.59 %0.03 %as of May 31, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 32,3893.2M $0.10 %0.03 %as of Jun 30, 2026 ↗
MetLife Mid Cap Stock Index Portfolio Brighthouse Funds Trust II 32,1443.2M $0.26 %0.03 %as of Jun 30, 2026 ↗
Schwab 1000 Index Fund SCHWAB INVESTMENTS 31,9493.4M $0.02 %0.03 %as of Jul 31, 2026 ↗
Nomura VIP Smid Cap Core Series Ivy Variable Insurance Portfolios 31,2553.1M $1.43 %0.03 %as of Jun 30, 2026 ↗
Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB 29,73826.2M SEK0.09 %0.03 %as of Mar 31, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 29,6653.1M $0.01 %0.03 %as of Jul 31, 2026 ↗
iShares U.S. Financial Services ETF iShares Trust 29,4563.1M $0.14 %0.03 %as of Jul 31, 2026 ↗
Goldman Sachs Small Cap Equity ETF Goldman Sachs ETF Trust 28,9872.7M $1.09 %0.03 %as of May 31, 2026 ↗
Nuveen Small/Mid Cap Value Fund Nuveen Investment Trust 28,9322.9M $2.18 %0.03 %as of Jun 30, 2026 ↗
Columbia Research Enhanced Core ETF Columbia ETF Trust I 28,9113M $0.05 %0.03 %as of Jul 31, 2026 ↗
Victory Integrity Mid-Cap Value Fund Victory Portfolios 27,8002.8M $0.74 %0.03 %as of Jun 30, 2026 ↗
Small Cap Growth Fund VALIC Co I 27,5002.6M $0.48 %0.03 %as of May 31, 2026 ↗
LVIP State Street Mid-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 27,3142.7M $0.27 %0.03 %as of Jun 30, 2026 ↗
iShares Russell 3000 ETF iShares Trust 26,6802.7M $0.01 %0.03 %as of Jun 30, 2026 ↗
Invesco V.I. Small Cap Equity Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) 25,9222.6M $1.33 %0.03 %as of Jun 30, 2026 ↗
Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST 25,8602.7M $0.11 %0.03 %as of Jul 31, 2026 ↗
Catholic Responsible Investments Small-Mid Cap Equity Fund Catholic Responsible Investments Funds 24,7102.6M $0.44 %0.03 %as of Jul 31, 2026 ↗
WisdomTree U.S. MidCap Fund WisdomTree Trust 24,2112.4M $0.26 %0.02 %as of Jun 30, 2026 ↗
1919 Financial Services Fund Advisor Managed Portfolios 24,0752.4M $2.50 %0.02 %as of Jun 30, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 23,3972.5M $0.02 %0.02 %as of Jul 31, 2026 ↗
VY(R) AMERICAN CENTURY SMALL-MID CAP VALUE PORTFOLIO Voya Partners Inc 22,9652.3M $0.85 %0.02 %as of Jun 30, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 22,7352.2M $0.00 %0.02 %as of May 31, 2026 ↗
JPMorgan Small Cap Value Fund JPMorgan Trust II 22,7332.3M $0.17 %0.02 %as of Jun 30, 2026 ↗
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 22,5512.4M $0.37 %0.02 %as of Jul 31, 2026 ↗
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 22,1542.1M $0.02 %0.02 %as of May 31, 2026 ↗
THRIVENT MID CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 21,6882.2M $0.27 %0.02 %as of Jun 30, 2026 ↗

Download this table: CSV, JSON

Report an error

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