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
Variable Portfolio - Partners Small Cap Value Fund Columbia Funds Variable Series Trust II 24,0172.2M $0.56 %0.02 %as of Mar 31, 2026 ↗
T. Rowe Price Spectrum Moderate Growth Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. 23,8232.4M $0.06 %0.02 %as of Feb 28, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 22,8982.2M $0.02 %0.02 %as of Apr 30, 2026 ↗
Empower Core Strategies: U.S. Equity Fund EMPOWER FUNDS, INC. 22,8292.1M $0.30 %0.02 %as of Mar 31, 2026 ↗
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 22,5512.2M $0.37 %0.02 %as of Apr 30, 2026 ↗
THRIVENT MID CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 22,3372.1M $0.29 %0.02 %as of Mar 31, 2026 ↗
EQ/400 Managed Volatility Portfolio EQ Advisors Trust 21,7572M $0.27 %0.02 %as of Mar 31, 2026 ↗
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 21,0272.1M $0.02 %0.02 %as of Feb 28, 2026 ↗
iShares Morningstar Small-Cap Value ETF iShares Trust 20,6902M $0.31 %0.02 %as of Apr 30, 2026 ↗
Keeley Gabelli Mid Cap Dividend Fund Keeley Funds, Inc. 20,5951.9M $1.61 %0.02 %as of Mar 31, 2026 ↗
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 20,0202M $0.10 %0.02 %as of Apr 30, 2026 ↗
Hartford Schroders US Small Cap Opportunities Fund HARTFORD MUTUAL FUNDS II, INC 20,0182M $1.11 %0.02 %as of Apr 30, 2026 ↗
Goldman Sachs Small Cap Equity ETF Goldman Sachs ETF Trust 19,5531.9M $1.18 %0.02 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 19,1971.8M $0.02 %0.02 %as of Mar 31, 2026 ↗
Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST 18,7171.8M $0.07 %0.02 %as of Apr 30, 2026 ↗
SBH SMALL CAP CORE FUND Segall Bryant & Hamill Trust 18,6261.7M $1.80 %0.02 %as of Mar 31, 2026 ↗
CVT S&P MidCap 400 Index Portfolio Calvert Variable Trust, Inc. 18,2631.7M $0.28 %0.02 %as of Mar 31, 2026 ↗
1290 VT GAMCO Small Company Value Portfolio EQ Advisors Trust 18,2001.7M $0.04 %0.02 %as of Mar 31, 2026 ↗
Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust 18,0251.8M $0.02 %0.02 %as of Apr 30, 2026 ↗
Invesco S&P Midcap 400 Pure Value ETF Invesco Exchange-Traded Fund Trust 17,9881.8M $0.55 %0.02 %as of Apr 30, 2026 ↗
Virtus NFJ Large-Cap Value Fund Virtus Investment Trust 17,6201.6M $1.00 %0.02 %as of Mar 31, 2026 ↗
iShares Russell Mid-Cap Index Fund BlackRock Funds 17,5481.7M $0.07 %0.02 %as of Apr 30, 2026 ↗
JNL/Mellon Financial Sector Fund JNL Series Trust 17,3321.6M $0.12 %0.02 %as of Mar 31, 2026 ↗
Virtus Ceredex Small-Cap Value Equity Fund Virtus Asset Trust 17,2501.6M $1.68 %0.02 %as of Mar 31, 2026 ↗
PACE Small/Medium Co Value Equity Investments PACE SELECT ADVISORS TRUST 17,0701.7M $0.62 %0.02 %as of Apr 30, 2026 ↗
MML VIP American Century Small Company Value Fund MML SERIES INVESTMENT FUND 16,8031.6M $2.93 %0.02 %as of Mar 31, 2026 ↗
Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust 16,6751.5M $0.09 %0.02 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 16,6441.6M $0.02 %0.02 %as of Feb 28, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 16,5741.5M $0.21 %0.02 %as of Mar 31, 2026 ↗
Calvert U.S. Large Cap Value Responsible Index Fund Calvert Responsible Index Series, Inc. 16,4311.5M $0.08 %0.02 %as of Mar 31, 2026 ↗
Financial Industries Trust John Hancock Variable Insurance Trust 16,3541.5M $1.24 %0.02 %as of Mar 31, 2026 ↗
THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 16,3141.6M $0.05 %0.02 %as of Apr 30, 2026 ↗
BNY Mellon US Mid Cap Core Equity ETF BNY Mellon ETF Trust 16,1341.6M $0.25 %0.02 %as of Apr 30, 2026 ↗
THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 15,7871.5M $0.02 %0.02 %as of Mar 31, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 15,7471.5M $0.05 %0.02 %as of Apr 30, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 15,6591.5M $0.12 %0.02 %as of Apr 30, 2026 ↗
AVIP S&P MidCap 400 Index Portfolio AuguStar Variable Insurance Products Fund Inc 15,6341.4M $0.29 %0.02 %as of Mar 31, 2026 ↗
Goldman Sachs Small/Mid Cap Equity Fund Goldman Sachs Trust 15,5691.5M $1.07 %0.02 %as of Feb 28, 2026 ↗
LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 15,5421.4M $0.16 %0.02 %as of Mar 31, 2026 ↗
Invesco S&P MidCap 400 Revenue ETF Invesco Exchange-Traded Fund Trust II 15,4631.5M $0.13 %0.02 %as of Feb 28, 2026 ↗
THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 15,1221.4M $0.02 %0.02 %as of Mar 31, 2026 ↗
SA Mid Cap Index Portfolio SUNAMERICA SERIES TRUST 15,1121.5M $0.28 %0.02 %as of Apr 30, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 14,9851.5M $0.12 %0.02 %as of Feb 28, 2026 ↗
THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 14,9241.5M $0.03 %0.02 %as of Apr 30, 2026 ↗
EQ/Common Stock Index Portfolio EQ Advisors Trust 14,5571.3M $0.02 %0.02 %as of Mar 31, 2026 ↗
Fidelity Flex Mid Cap Index Fund Fidelity Salem Street Trust 14,3861.4M $0.23 %0.01 %as of Apr 30, 2026 ↗
Nationwide Mid Cap Market Index Fund Nationwide Mutual Funds 13,8091.3M $0.28 %0.01 %as of Apr 30, 2026 ↗
AZL Mid Cap Index Fund Allianz Variable Insurance Products Trust 13,7901.3M $0.28 %0.01 %as of Mar 31, 2026 ↗
JPMorgan U.S. Small Company Fund JPMorgan Trust I 13,6571.3M $0.14 %0.01 %as of Mar 31, 2026 ↗
BNY Mellon Small Cap Multi-Strategy Fund BNY MELLON FUNDS TRUST 13,6261.3M $0.96 %0.01 %as of Feb 28, 2026 ↗
Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust 13,2311.2M $0.04 %0.01 %as of Mar 31, 2026 ↗
Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. 12,6201.2M $0.02 %0.01 %as of Mar 31, 2026 ↗
NYLI Candriam U.S. Mid Cap Equity ETF New York Life Investments ETF Trust 12,5311.2M $0.39 %0.01 %as of Apr 30, 2026 ↗
Invesco S&P Midcap 400 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II 12,5251.2M $0.31 %0.01 %as of Feb 28, 2026 ↗
iShares ESG Select Screened S&P Mid-Cap ETF iShares Trust 12,0921.1M $0.32 %0.01 %as of Mar 31, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 11,8881.2M $0.05 %0.01 %as of Apr 30, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 11,8591.1M $0.06 %0.01 %as of Mar 31, 2026 ↗
Hunter Small Cap Value Fund Two Roads Shared Trust 11,6551.1M $1.83 %0.01 %as of Apr 30, 2026 ↗
Penn Series Small Cap Value Fund Penn Series Funds Inc 11,6191.1M $0.74 %0.01 %as of Mar 31, 2026 ↗
Keeley Small Cap Fund Teton Westwood Funds 11,6161.1M $1.25 %0.01 %as of Mar 31, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO 11,4531.1M $0.12 %0.01 %as of Apr 30, 2026 ↗
Pacer Trendpilot US Mid Cap ETF Pacer Funds Trust 11,3731.1M $0.28 %0.01 %as of Apr 30, 2026 ↗
VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND 11,3571.1M $0.14 %0.01 %as of Feb 28, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 11,0761.1M $0.14 %0.01 %as of Apr 30, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 10,9531M $0.10 %0.01 %as of Mar 31, 2026 ↗
Invesco Russell 1000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 10,9021.1M $0.02 %0.01 %as of Feb 28, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 10,801999.3K $0.02 %0.01 %as of Mar 31, 2026 ↗
Cambiar SMID Fund ADVISORS' INNER CIRCLE FUND 10,000976.7K $2.16 %0.01 %as of Apr 30, 2026 ↗
Touchstone Variable Series Trust-Touchstone Small Company Fund Touchstone Variable Series Trust 9,994924.6K $1.60 %0.01 %as of Mar 31, 2026 ↗
Nomura VIP Opportunity Series Delaware VIP Trust 9,980923.3K $1.24 %0.01 %as of Mar 31, 2026 ↗
First Trust Mid Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 9,841961.2K $0.44 %0.01 %as of Apr 30, 2026 ↗
Huber Small Cap Value Fund Advisors Series Trust 9,241902.6K $0.97 %0.01 %as of Apr 30, 2026 ↗
MidCap Stock Portfolio BNY MELLON INVESTMENT PORTFOLIOS 9,100841.9K $0.54 %0.01 %as of Mar 31, 2026 ↗
T. Rowe Price Spectrum Moderate Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. 8,855873.7K $0.04 %0.01 %as of Feb 28, 2026 ↗
Small Company Value Trust John Hancock Variable Insurance Trust 8,849818.7K $0.63 %0.01 %as of Mar 31, 2026 ↗
Kennedy Capital ESG SMID Cap Fund INVESTMENT MANAGERS SERIES TRUST II 8,476784.2K $1.08 %0.01 %as of Mar 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 8,370774.4K $0.05 %0.01 %as of Mar 31, 2026 ↗
iMGP Small Company Fund LITMAN GREGORY FUNDS TRUST 8,309768.7K $1.55 %0.01 %as of Mar 31, 2026 ↗
ATM Mid Cap Managed Volatility Portfolio EQ Advisors Trust 8,234761.8K $0.26 %0.01 %as of Mar 31, 2026 ↗
iShares MSCI World Small-Cap ETF iShares Trust 8,173806.4K $0.10 %0.01 %as of Feb 28, 2026 ↗
T. Rowe Price Mid-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 8,153754.3K $0.20 %0.01 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 8,097798.9K $0.01 %0.01 %as of Feb 28, 2026 ↗
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 8,044744.2K $0.24 %0.01 %as of Mar 31, 2026 ↗
Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS 7,948735.3K $0.44 %0.01 %as of Mar 31, 2026 ↗
THRIVENT MODERATE ALLOCATION FUND Thrivent Mutual Funds 7,888770.4K $0.02 %0.01 %as of Apr 30, 2026 ↗
Federated Hermes Mid-Cap Index Fund Federated Hermes Index Trust 7,880769.6K $0.27 %0.01 %as of Apr 30, 2026 ↗
Venerable Mid Cap Index Fund Venerable Variable Insurance Trust 7,858727K $0.07 %0.01 %as of Mar 31, 2026 ↗
Invesco Zacks Multi-Asset Income ETF Invesco Exchange-Traded Fund Trust 7,843766K $0.64 %0.01 %as of Apr 30, 2026 ↗
Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST 7,717761.4K $0.02 %0.01 %as of Feb 28, 2026 ↗
Small Cap Opportunities Trust John Hancock Variable Insurance Trust 7,682710.7K $0.38 %0.01 %as of Mar 31, 2026 ↗
JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust 7,241669.9K $0.18 %0.01 %as of Mar 31, 2026 ↗
SFT Index 400 Mid-Cap Fund Securian Funds Trust 7,217667.7K $0.28 %0.01 %as of Mar 31, 2026 ↗
THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 6,893637.7K $0.03 %0.01 %as of Mar 31, 2026 ↗
Multi-Manager U.S. Small Cap Equity Fund Goldman Sachs Trust II 6,850669K $0.19 %0.01 %as of Apr 30, 2026 ↗
TRIBUTARY SMALL/MID CAP FUND TRIBUTARY CAPITAL MANAGEMENT, LLC 6,795628.7K $2.20 %0.01 %as of Mar 31, 2026 ↗
JAMES SMALL CAP FUND JAMES ADVANTAGE FUNDS 6,788628K $0.80 %0.01 %as of Mar 31, 2026 ↗
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 6,702620.1K $0.13 %0.01 %as of Mar 31, 2026 ↗
The Gabelli ABC Fund Gabelli Investor Funds Inc 6,700619.9K $0.15 %0.01 %as of Mar 31, 2026 ↗
Hartford Alpha Capture Value ETF Hartford Funds Exchange-Traded Trust 6,656650.1K $0.38 %0.01 %as of Apr 30, 2026 ↗
JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust 6,589609.6K $0.01 %0.01 %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