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
JPMorgan Small Cap Value Portfolio Brighthouse Funds Trust I 6,480599.5K $0.19 %0.01 %as of Mar 31, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 6,371622.3K $0.01 %0.01 %as of Apr 30, 2026 ↗
TETON Westwood Equity Fund Teton Westwood Funds 6,365588.9K $1.56 %0.01 %as of Mar 31, 2026 ↗
EQ/Large Cap Value Managed Volatility Portfolio EQ Advisors Trust 6,009556K $0.02 %0.01 %as of Mar 31, 2026 ↗
1290 GAMCO Small/Mid Cap Value Fund 1290 Funds 6,000586K $0.26 %0.01 %as of Apr 30, 2026 ↗
NORTH SQUARE SELECT SMALL CAP FUND Exchange Place Advisors Trust 5,935562.3K $2.65 %0.01 %as of May 31, 2026 ↗
T. Rowe Price Spectrum Conservative Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. 5,844576.6K $0.03 %0.01 %as of Feb 28, 2026 ↗
DANA EPIPHANY SMALL CAP EQUITY FUND Valued Advisers Trust 5,785565K $1.65 %0.01 %as of Apr 30, 2026 ↗
JNL/DFA U.S. Core Equity Fund JNL Series Trust 5,703527.6K $0.04 %0.01 %as of Mar 31, 2026 ↗
SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST 5,692526.6K $0.41 %0.01 %as of Mar 31, 2026 ↗
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 5,581545.1K $0.03 %0.01 %as of Apr 30, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 5,489507.8K $0.06 %0.01 %as of Mar 31, 2026 ↗
Small Cap Value Fund VALIC Co I 5,231516.1K $0.20 %0.01 %as of Feb 28, 2026 ↗
Optimize Strategy Index ETF Advisor Managed Portfolios 5,035465.8K $0.22 %0.01 %as of Mar 31, 2026 ↗
MOA ALL AMERICA FUND MoA Funds Corp 4,998462.4K $0.16 %0.01 %as of Mar 31, 2026 ↗
Invesco Russell 1000 Equal Weight ETF Invesco Exchange-Traded Fund Trust II 4,927486.1K $0.06 %0.01 %as of Feb 28, 2026 ↗
Voya RussellTM Mid Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 4,898453.2K $0.07 %0.01 %as of Mar 31, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 4,828476.4K $0.00 %0.00 %as of Feb 28, 2026 ↗
THRIVENT MODERATELY CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 4,809444.9K $0.01 %0.00 %as of Mar 31, 2026 ↗
iShares U.S. Small-Cap Equity Factor ETF iShares Trust 4,781467K $0.01 %0.00 %as of Apr 30, 2026 ↗
Inspire 500 ETF Northern Lights Fund Trust IV 4,696463.4K $0.07 %0.00 %as of Feb 28, 2026 ↗
Pacer Lunt Midcap Multi-Factor Alternator ETF Pacer Funds Trust 4,693458.4K $0.73 %0.00 %as of Apr 30, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS 4,629428.3K $0.21 %0.00 %as of Mar 31, 2026 ↗
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 4,440438.1K $0.06 %0.00 %as of Feb 28, 2026 ↗
Bridge Builder Large Cap Value Fund Bridge Builder Trust 4,302398K $0.00 %0.00 %as of Mar 31, 2026 ↗
iShares Morningstar Small-Cap ETF iShares Trust 4,291419.1K $0.16 %0.00 %as of Apr 30, 2026 ↗
iShares Dow Jones U.S. ETF iShares Trust 4,198410K $0.01 %0.00 %as of Apr 30, 2026 ↗
BNY Mellon Balanced Opportunity Fund BNY Mellon Investment Funds VI 4,107405.2K $0.14 %0.00 %as of Feb 28, 2026 ↗
BNY Mellon Mid Cap Multi-Strategy Fund BNY MELLON FUNDS TRUST 3,881382.9K $0.28 %0.00 %as of Feb 28, 2026 ↗
T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 3,826354K $0.01 %0.00 %as of Mar 31, 2026 ↗
Morgan Stanley Pathway Large Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 3,820376.9K $0.01 %0.00 %as of Feb 28, 2026 ↗
Calvert U.S. Mid Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. 3,764348.2K $0.08 %0.00 %as of Mar 31, 2026 ↗
WisdomTree U.S. Total Dividend Fund WisdomTree Trust 3,753347.2K $0.02 %0.00 %as of Mar 31, 2026 ↗
Avantis U.S. Mid Cap Equity ETF American Century ETF Trust 3,752370.2K $0.12 %0.00 %as of Feb 28, 2026 ↗
BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. 3,709343.2K $0.05 %0.00 %as of Mar 31, 2026 ↗
VANGUARD TAX-MANAGED BALANCED FUND VANGUARD TAX-MANAGED FUNDS 3,680340.5K $0.00 %0.00 %as of Mar 31, 2026 ↗
S&P MidCap Index Fund SHELTON FUNDS 3,482343.6K $0.30 %0.00 %as of Feb 28, 2026 ↗
Inspire Global Hope ETF Northern Lights Fund Trust IV 3,469342.3K $0.24 %0.00 %as of Feb 28, 2026 ↗
Keeley Gabelli SMID Cap Value Fund Keeley Funds, Inc. 3,360310.9K $1.35 %0.00 %as of Mar 31, 2026 ↗
ProShares Ultra MidCap400 ProShares Trust 3,352330.7K $0.22 %0.00 %as of Feb 28, 2026 ↗
Goldman Sachs MarketBeta U.S. 1000 Equity ETF Goldman Sachs ETF Trust II 3,322327.8K $0.02 %0.00 %as of Feb 28, 2026 ↗
WESTWOOD MULTI-ASSET INCOME FUND Ultimus Managers Trust 3,280320.4K $0.29 %0.00 %as of Apr 30, 2026 ↗
Growth and Income Portfolio BNY MELLON VARIABLE INVESTMENT FUND 3,265302.1K $0.33 %0.00 %as of Mar 31, 2026 ↗
EQ/Large Cap Value Index Portfolio EQ Advisors Trust 3,201296.2K $0.03 %0.00 %as of Mar 31, 2026 ↗
Schwab U.S. Large-Cap Value Index Fund SCHWAB CAPITAL TRUST 3,176310.2K $0.03 %0.00 %as of Apr 30, 2026 ↗
JPMorgan Active Small Cap Value ETF J.P. Morgan Exchange-Traded Fund Trust 3,162292.5K $1.21 %0.00 %as of Mar 31, 2026 ↗
iShares Core Dividend ETF iShares Trust 3,160308.6K $0.02 %0.00 %as of Apr 30, 2026 ↗
AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust 3,088285.7K $0.04 %0.00 %as of Mar 31, 2026 ↗
LVIP JPMorgan Small Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 3,003277.8K $0.14 %0.00 %as of Mar 31, 2026 ↗
SIIT LARGE CAP INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 3,000296K $0.02 %0.00 %as of Feb 28, 2026 ↗
Dimensional US Vector Equity ETF Dimensional ETF Trust 2,892282.5K $0.07 %0.00 %as of Apr 30, 2026 ↗
PD Large-Cap Value Index Portfolio PACIFIC SELECT FUND 2,738253.3K $0.03 %0.00 %as of Mar 31, 2026 ↗
Invesco Dividend AchieversTM ETF Invesco Exchange-Traded Fund Trust 2,732266.8K $0.03 %0.00 %as of Apr 30, 2026 ↗
THRIVENT ALL CAP PORTFOLIO Thrivent Series Fund, Inc. 2,729252.5K $0.12 %0.00 %as of Mar 31, 2026 ↗
Capital Income Builder AMERICAN FUNDS INSURANCE SERIES 2,714251.1K $0.02 %0.00 %as of Mar 31, 2026 ↗
Avantis U.S. Large Cap Equity ETF American Century ETF Trust 2,690265.4K $0.03 %0.00 %as of Feb 28, 2026 ↗
Avantis U.S. Equity Fund American Century ETF Trust 2,569253.5K $0.03 %0.00 %as of Feb 28, 2026 ↗
Cullen Small Cap Value Fund Cullen Funds Trust 2,432225K $2.52 %0.00 %as of Mar 31, 2026 ↗
VIP Total Market Index Portfolio Variable Insurance Products Fund II 2,427224.5K $0.01 %0.00 %as of Mar 31, 2026 ↗
BlackRock Advantage Large Cap Value Fund BlackRock Large Cap Series Funds, Inc. 2,395236.3K $0.03 %0.00 %as of Feb 27, 2026 ↗
Calvert Global Small-Cap Equity Fund Calvert Management Series 2,335216K $1.31 %0.00 %as of Mar 31, 2026 ↗
Clearwater Select Equity Fund Clearwater Investment Trust 2,291212K $0.05 %0.00 %as of Mar 31, 2026 ↗
Voya VACS Index Series MC Portfolio Voya VARIABLE PORTFOLIOS INC 2,254208.5K $0.07 %0.00 %as of Mar 31, 2026 ↗
PD Mid-Cap Index Portfolio PACIFIC SELECT FUND 2,250208.2K $0.07 %0.00 %as of Mar 31, 2026 ↗
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 2,193202.9K $0.02 %0.00 %as of Mar 31, 2026 ↗
THRIVENT GLOBAL STOCK FUND Thrivent Mutual Funds 2,123207.4K $0.01 %0.00 %as of Apr 30, 2026 ↗
Steward Values Enhanced Small-Mid Cap Fund Steward Funds Inc 2,103205.4K $0.11 %0.00 %as of Apr 30, 2026 ↗
TETON Westwood Balanced Fund Teton Westwood Funds 2,058190.4K $0.63 %0.00 %as of Mar 31, 2026 ↗
Huber Mid Cap Value Fund Advisors Series Trust 2,052200.4K $1.61 %0.00 %as of Apr 30, 2026 ↗
AZL Russell 1000 Value Index Fund Allianz Variable Insurance Products Trust 2,030187.8K $0.03 %0.00 %as of Mar 31, 2026 ↗
Column Mid Cap Fund Trust for Professional Managers 2,008198.1K $0.02 %0.00 %as of Feb 28, 2026 ↗
VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust 1,969182.2K $0.07 %0.00 %as of Mar 31, 2026 ↗
THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds 1,968192.2K $0.02 %0.00 %as of Apr 30, 2026 ↗
SIMT LARGE CAP INDEX FUND SEI INSTITUTIONAL MANAGED TRUST 1,900175.8K $0.02 %0.00 %as of Mar 31, 2026 ↗
First Trust Multi Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 1,899185.5K $0.13 %0.00 %as of Apr 30, 2026 ↗
AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust 1,880173.9K $0.00 %0.00 %as of Mar 31, 2026 ↗
AQR MS Fusion HV Fund AQR Funds 1,814167.8K $0.29 %0.00 %as of Mar 31, 2026 ↗
Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 1,805178.1K $0.02 %0.00 %as of Feb 28, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 1,782164.9K $0.00 %0.00 %as of Mar 31, 2026 ↗
THRIVENT GLOBAL STOCK PORTFOLIO Thrivent Series Fund, Inc. 1,718158.9K $0.01 %0.00 %as of Mar 31, 2026 ↗
PRAXIS SMALL CAP INDEX FUND Praxis Mutual Funds 1,710158.2K $0.08 %0.00 %as of Mar 31, 2026 ↗
Direxion Daily Mid Cap Bull 3X Shares Direxion Shares ETF Trust 1,642160.4K $0.19 %0.00 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST 1,631150.9K $0.02 %0.00 %as of Mar 31, 2026 ↗
Calvert US Large-Cap Core Responsible Index ETF Morgan Stanley ETF Trust 1,616149.5K $0.02 %0.00 %as of Mar 31, 2026 ↗
Total Stock Market Index Trust John Hancock Variable Insurance Trust 1,523140.9K $0.01 %0.00 %as of Mar 31, 2026 ↗
SIMT Mid-Cap Fund SEI INSTITUTIONAL MANAGED TRUST 1,519140.5K $0.27 %0.00 %as of Mar 31, 2026 ↗
Enterprise Mergers and Acquisitions Fund Gabelli 787 Fund, Inc. 1,500138.8K $0.24 %0.00 %as of Mar 31, 2026 ↗
Nuveen Life Stock Index Fund TIAA-CREF Life Funds 1,443133.5K $0.02 %0.00 %as of Mar 31, 2026 ↗
MidCap Value Fund I Principal Funds, Inc 1,368133.6K $0.01 %0.00 %as of Apr 30, 2026 ↗
Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Goldman Sachs ETF Trust 1,288127.1K $0.03 %0.00 %as of Feb 28, 2026 ↗
Avantis Responsible U.S. Equity ETF American Century ETF Trust 1,282126.5K $0.03 %0.00 %as of Feb 28, 2026 ↗
Acclivity Small Cap Value Fund NORTHERN LIGHTS FUND TRUST II 1,260116.6K $0.39 %0.00 %as of Mar 31, 2026 ↗
THRIVENT DYNAMIC ALLOCATION FUND Thrivent Mutual Funds 1,217118.9K $0.03 %0.00 %as of Apr 30, 2026 ↗
1290 VT GAMCO Mergers & Acquisitions Portfolio EQ Advisors Trust 1,200111K $0.07 %0.00 %as of Mar 31, 2026 ↗
Keeley Dividend ETF Gabelli ETFs Trust 1,140105.5K $1.40 %0.00 %as of Mar 31, 2026 ↗
Diversified Equity Master Portfolio Master Investment Portfolio 1,121103.7K $0.00 %0.00 %as of Mar 31, 2026 ↗
AQR LSE Fusion Fund AQR Funds 1,101101.9K $0.53 %0.00 %as of Mar 31, 2026 ↗
THRIVENT CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds 1,08099.9K $0.01 %0.00 %as of Mar 31, 2026 ↗
Avantis Total Equity Markets ETF American Century ETF Trust 1,030101.6K $0.01 %0.00 %as of Feb 28, 2026 ↗
John Hancock Multifactor Large Cap ETF John Hancock Exchange-Traded Fund Trust 1,00092.5K $0.01 %0.00 %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