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
Empower Core Strategies: U.S. Equity Fund EMPOWER FUNDS, INC. 21,3152.1M $0.26 %0.02 %as of Jun 30, 2026 ↗
WESTWOOD QUALITY SMIDCAP FUND Ultimus Managers Trust 21,1582.2M $1.99 %0.02 %as of Jul 31, 2026 ↗
Keeley Gabelli Mid Cap Dividend Fund Keeley Funds, Inc. 20,5952.1M $1.61 %0.02 %as of Jun 30, 2026 ↗
iShares Morningstar Small-Cap Value ETF iShares Trust 20,4902.2M $0.31 %0.02 %as of Jul 31, 2026 ↗
EQ/400 Managed Volatility Portfolio EQ Advisors Trust 20,2562M $0.24 %0.02 %as of Jun 30, 2026 ↗
T. Rowe Price Spectrum Moderate Growth Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. 19,8691.9M $0.04 %0.02 %as of May 31, 2026 ↗
Hartford Schroders US Small Cap Opportunities Fund HARTFORD MUTUAL FUNDS II, INC 19,5972.1M $1.20 %0.02 %as of Jul 31, 2026 ↗
Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST 19,5462.1M $0.07 %0.02 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 19,4371.9M $0.01 %0.02 %as of Jun 30, 2026 ↗
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 19,1182M $0.09 %0.02 %as of Jul 31, 2026 ↗
Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust 18,6942M $0.02 %0.02 %as of Jul 31, 2026 ↗
SBH SMALL CAP CORE FUND Segall Bryant & Hamill Trust 18,6261.9M $1.62 %0.02 %as of Jun 30, 2026 ↗
1290 VT GAMCO Small Company Value Portfolio EQ Advisors Trust 18,2001.8M $0.04 %0.02 %as of Jun 30, 2026 ↗
Invesco S&P MidCap 400 Revenue ETF Invesco Exchange-Traded Fund Trust II 18,1771.7M $0.14 %0.02 %as of May 31, 2026 ↗
LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 18,1641.8M $0.17 %0.02 %as of Jun 30, 2026 ↗
Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust 18,1251.8M $0.10 %0.02 %as of Jun 30, 2026 ↗
Invesco S&P Midcap 400 Pure Value ETF Invesco Exchange-Traded Fund Trust 18,0781.9M $0.57 %0.02 %as of Jul 31, 2026 ↗
iShares Russell Mid-Cap Index Fund BlackRock Funds 18,0391.9M $0.07 %0.02 %as of Jul 31, 2026 ↗
CVT S&P MidCap 400 Index Portfolio Calvert Variable Trust, Inc. 17,9751.8M $0.26 %0.02 %as of Jun 30, 2026 ↗
Calvert U.S. Large Cap Value Responsible Index Fund Calvert Responsible Index Series, Inc. 17,6681.8M $0.08 %0.02 %as of Jun 30, 2026 ↗
PACE Small/Medium Co Value Equity Investments PACE SELECT ADVISORS TRUST 17,4501.8M $0.66 %0.02 %as of Jul 31, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 17,4341.8M $0.14 %0.02 %as of Jul 31, 2026 ↗
Goldman Sachs Large Cap Value Insights Fund Goldman Sachs Trust 17,3221.8M $0.24 %0.02 %as of Jul 31, 2026 ↗
Variable Portfolio - Partners Small Cap Value Fund Columbia Funds Variable Series Trust II 17,1411.7M $0.39 %0.02 %as of Jun 30, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 16,5741.7M $0.19 %0.02 %as of Jun 30, 2026 ↗
Financial Industries Trust John Hancock Variable Insurance Trust 16,3541.6M $1.28 %0.02 %as of Jun 30, 2026 ↗
MML VIP American Century Small Company Value Fund MML SERIES INVESTMENT FUND 16,2741.6M $2.78 %0.02 %as of Jun 30, 2026 ↗
Penn Series Small Cap Value Fund Penn Series Funds Inc 16,2591.6M $0.99 %0.02 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 16,1831.5M $0.01 %0.02 %as of May 31, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 15,8961.7M $0.05 %0.02 %as of Jul 31, 2026 ↗
Virtus Ceredex Small-Cap Value Equity Fund Virtus Asset Trust 15,7501.6M $1.43 %0.02 %as of Jun 30, 2026 ↗
Goldman Sachs Small/Mid Cap Equity Fund Goldman Sachs Trust 15,5691.5M $0.97 %0.02 %as of May 31, 2026 ↗
JNL/Mellon Financial Sector Fund JNL Series Trust 15,3911.5M $0.11 %0.02 %as of Jun 30, 2026 ↗
BNY Mellon US Mid Cap Core Equity ETF BNY Mellon ETF Trust 15,1711.6M $0.25 %0.02 %as of Jul 31, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 14,7851.4M $0.11 %0.02 %as of May 31, 2026 ↗
AVIP S&P MidCap 400 Index Portfolio AuguStar Variable Insurance Products Fund Inc 14,6361.5M $0.27 %0.02 %as of Jun 30, 2026 ↗
EQ/Common Stock Index Portfolio EQ Advisors Trust 14,5571.5M $0.02 %0.02 %as of Jun 30, 2026 ↗
Fidelity Flex Mid Cap Index Fund Fidelity Salem Street Trust 14,5541.5M $0.24 %0.02 %as of Jul 31, 2026 ↗
Cambiar Small Cap Fund ADVISORS' INNER CIRCLE FUND 14,5001.5M $2.20 %0.01 %as of Jul 31, 2026 ↗
SA Mid Cap Index Portfolio SUNAMERICA SERIES TRUST 14,1531.5M $0.29 %0.01 %as of Jul 31, 2026 ↗
Invesco S&P Midcap 400 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II 13,5141.3M $0.30 %0.01 %as of May 31, 2026 ↗
BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. 13,4981.3M $0.14 %0.01 %as of Jun 30, 2026 ↗
VANGUARD GROWTH AND INCOME FUND VANGUARD QUANTITATIVE FUNDS 13,3001.3M $0.01 %0.01 %as of Jun 30, 2026 ↗
Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust 13,2311.3M $0.04 %0.01 %as of Jun 30, 2026 ↗
Nationwide Mid Cap Market Index Fund Nationwide Mutual Funds 13,0321.4M $0.29 %0.01 %as of Jul 31, 2026 ↗
First Trust Mid Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 12,9741.4M $0.60 %0.01 %as of Jul 31, 2026 ↗
AZL Mid Cap Index Fund Allianz Variable Insurance Products Trust 12,7541.3M $0.26 %0.01 %as of Jun 30, 2026 ↗
JPMorgan U.S. Small Company Fund JPMorgan Trust I 12,7361.3M $0.11 %0.01 %as of Jun 30, 2026 ↗
BlackRock Advantage Small Cap Core Fund BlackRock Funds 12,7321.2M $0.02 %0.01 %as of May 29, 2026 ↗
iShares ESG Select Screened S&P Mid-Cap ETF iShares Trust 12,6951.3M $0.30 %0.01 %as of Jun 30, 2026 ↗
Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. 12,6201.3M $0.02 %0.01 %as of Jun 30, 2026 ↗
THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 12,5731.3M $0.04 %0.01 %as of Jul 31, 2026 ↗
Nomura VIP Opportunity Series Delaware VIP Trust 12,4441.2M $1.43 %0.01 %as of Jun 30, 2026 ↗
NAA SMID CAP VALUE FUND New Age Alpha Funds Trust 12,1941.2M $0.40 %0.01 %as of Jun 30, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 11,8881.2M $0.05 %0.01 %as of Jul 31, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 11,8591.2M $0.06 %0.01 %as of Jun 30, 2026 ↗
Hunter Small Cap Value Fund Two Roads Shared Trust 11,6551.2M $1.85 %0.01 %as of Jul 31, 2026 ↗
VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND 11,3571.1M $0.13 %0.01 %as of May 31, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 11,1401.2M $0.14 %0.01 %as of Jul 31, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 10,9531.1M $0.09 %0.01 %as of Jun 30, 2026 ↗
Pacer Trendpilot US Mid Cap ETF Pacer Funds Trust 10,7141.1M $0.29 %0.01 %as of Jul 31, 2026 ↗
Inspire 500 ETF Northern Lights Fund Trust IV 10,160962.7K $0.11 %0.01 %as of May 31, 2026 ↗
Cambiar SMID Fund ADVISORS' INNER CIRCLE FUND 10,1001.1M $2.72 %0.01 %as of Jul 31, 2026 ↗
Keeley Small Cap Fund Teton Westwood Funds 10,000999K $0.68 %0.01 %as of Jun 30, 2026 ↗
WisdomTree U.S. Multifactor Fund WisdomTree Trust 9,968995.8K $0.32 %0.01 %as of Jun 30, 2026 ↗
Touchstone Variable Series Trust-Touchstone Small Company Fund Touchstone Variable Series Trust 9,744973.4K $1.51 %0.01 %as of Jun 30, 2026 ↗
Huber Small Cap Value Fund Advisors Series Trust 9,241971.1K $0.95 %0.01 %as of Jul 31, 2026 ↗
Federated Hermes Mid-Cap Index Fund Federated Hermes Index Trust 8,968942.4K $0.33 %0.01 %as of Jul 31, 2026 ↗
MidCap Stock Portfolio BNY MELLON INVESTMENT PORTFOLIOS 8,813880.4K $0.51 %0.01 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) Russell 1000 Yield Focus ETF SPDR SERIES TRUST 8,764875.5K $0.12 %0.01 %as of Jun 30, 2026 ↗
T. Rowe Price Mid-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 8,596858.7K $0.17 %0.01 %as of Jun 30, 2026 ↗
Small Company Value Trust John Hancock Variable Insurance Trust 8,497848.9K $0.57 %0.01 %as of Jun 30, 2026 ↗
Kennedy Capital ESG SMID Cap Fund INVESTMENT MANAGERS SERIES TRUST II 8,476846.8K $0.91 %0.01 %as of Jun 30, 2026 ↗
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 8,370836.2K $0.05 %0.01 %as of Jun 30, 2026 ↗
JPMorgan U.S. Value Factor ETF J.P. Morgan Exchange-Traded Fund Trust 8,219863.7K $0.10 %0.01 %as of Jul 31, 2026 ↗
THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 8,194818.6K $0.01 %0.01 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 8,173774.4K $0.01 %0.01 %as of May 31, 2026 ↗
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 8,044803.6K $0.22 %0.01 %as of Jun 30, 2026 ↗
THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 8,039844.8K $0.01 %0.01 %as of Jul 31, 2026 ↗
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 8,022801.4K $0.13 %0.01 %as of Jun 30, 2026 ↗
Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST 8,009758.9K $0.01 %0.01 %as of May 31, 2026 ↗
BNY Mellon Small Cap Multi-Strategy Fund BNY MELLON FUNDS TRUST 7,963754.5K $0.58 %0.01 %as of May 31, 2026 ↗
Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS 7,948794K $0.43 %0.01 %as of Jun 30, 2026 ↗
ATM Mid Cap Managed Volatility Portfolio EQ Advisors Trust 7,895788.7K $0.24 %0.01 %as of Jun 30, 2026 ↗
TRIBUTARY SMALL/MID CAP FUND TRIBUTARY CAPITAL MANAGEMENT, LLC 7,733772.5K $2.53 %0.01 %as of Jun 30, 2026 ↗
Small Cap Opportunities Trust John Hancock Variable Insurance Trust 7,682767.4K $0.38 %0.01 %as of Jun 30, 2026 ↗
Venerable Mid Cap Index Fund Venerable Variable Insurance Trust 7,537752.9K $0.07 %0.01 %as of Jun 30, 2026 ↗
THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 7,343733.6K $0.01 %0.01 %as of Jun 30, 2026 ↗
T. Rowe Price Spectrum Moderate Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. 7,285690.3K $0.03 %0.01 %as of May 31, 2026 ↗
SFT Index 400 Mid-Cap Fund Securian Funds Trust 7,179717.2K $0.26 %0.01 %as of Jun 30, 2026 ↗
JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust 7,128712.1K $0.17 %0.01 %as of Jun 30, 2026 ↗
iMGP Small Company Fund LITMAN GREGORY FUNDS TRUST 6,960695.3K $1.27 %0.01 %as of Jun 30, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO 6,895724.6K $0.07 %0.01 %as of Jul 31, 2026 ↗
JAMES SMALL CAP FUND JAMES ADVANTAGE FUNDS 6,788678.1K $0.74 %0.01 %as of Jun 30, 2026 ↗
The Gabelli ABC Fund Gabelli Investor Funds Inc 6,700669.3K $0.16 %0.01 %as of Jun 30, 2026 ↗
Hartford Alpha Capture Value ETF Hartford Funds Exchange-Traded Trust 6,654699.3K $0.39 %0.01 %as of Jul 31, 2026 ↗
JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust 6,589658.2K $0.01 %0.01 %as of Jun 30, 2026 ↗
JNL/DFA U.S. Core Equity Fund JNL Series Trust 6,468646.2K $0.04 %0.01 %as of Jun 30, 2026 ↗
Avantis U.S. Mid Cap Value ETF American Century ETF Trust 6,407607.1K $0.10 %0.01 %as of May 31, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 6,371669.5K $0.01 %0.01 %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