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.
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| The U.S. Equity Portfolio HC Capital Trust | 997 | 92.2K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| MetLife Small Company Equity Fund ADVISORS' INNER CIRCLE III | 985 | 91.1K $ | 1.29 % | 0.00 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Moderate Allocation Portfolio T. ROWE PRICE EQUITY SERIES, INC. | 962 | 89K $ | 0.04 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Wilmington Large-Cap Strategy Fund Wilmington Funds | 950 | 92.8K $ | 0.02 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Longview Advantage ETF RBB Fund Trust | 939 | 92.7K $ | 0.02 % | 0.00 % | as of Feb 28, 2026 ↗ |
| SA T. Rowe Price Allocation Moderately Aggressive Portfolio SUNAMERICA SERIES TRUST | 889 | 86.8K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 866 | 80.1K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Banking Fund Rydex Series Funds | 803 | 74.3K $ | 1.05 % | 0.00 % | as of Mar 31, 2026 ↗ |
| THRIVENT DYNAMIC ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 797 | 73.7K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ULTRA MID CAP PROFUND ProFunds | 793 | 77.5K $ | 0.19 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Longboard Fund NORTHERN LIGHTS FUND TRUST II | 790 | 77.9K $ | 0.07 % | 0.00 % | as of Feb 28, 2026 ↗ |
| The Institutional U.S. Equity Portfolio HC Capital Trust | 776 | 71.8K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Calvert US Mid-Cap Core Responsible Index ETF Morgan Stanley ETF Trust | 752 | 69.6K $ | 0.08 % | 0.00 % | as of Mar 31, 2026 ↗ |
| New Covenant Growth Fund NEW COVENANT FUNDS | 724 | 66.9K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| GuideMark Small/Mid Cap Core Fund GPS Funds I | 717 | 66.3K $ | 0.07 % | 0.00 % | as of Mar 31, 2026 ↗ |
| THRIVENT CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 660 | 61.1K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| William Blair Small-Mid Cap Value Fund WILLIAM BLAIR FUNDS | 656 | 60.7K $ | 1.65 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Banking Fund Rydex Variable Trust | 655 | 60.6K $ | 1.05 % | 0.00 % | as of Mar 31, 2026 ↗ |
| BANKS ULTRASECTOR PROFUND ProFunds | 632 | 61.7K $ | 0.78 % | 0.00 % | as of Apr 30, 2026 ↗ |
| PROFUND VP MIDCAP VALUE ProFunds | 622 | 57.5K $ | 0.59 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares UltraPro MidCap400 ProShares Trust | 600 | 59.2K $ | 0.18 % | 0.00 % | as of Feb 28, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 600 | 55.5K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SA Multi-Managed Mid Cap Value Portfolio SEASONS SERIES TRUST | 600 | 55.5K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| BlackRock Advantage SMID Cap V.I. Fund BlackRock Variable Series Funds, Inc. | 582 | 53.8K $ | 0.04 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 580 | 53.7K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Multifactor U.S. Equity Fund RUSSELL INVESTMENT CO | 560 | 54.7K $ | 0.02 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Value Equity Index Fund GuideStone Funds | 544 | 50.3K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Wilshire 5000 Index Fund Wilshire Mutual Funds Inc | 489 | 45.2K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| AMT Diversified Equity Fund ADVISER MANAGED TRUST | 477 | 46.6K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| AQR MS Fusion Fund AQR Funds | 459 | 42.5K $ | 0.20 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Strategic Allocation: Aggressive Fund American Century Strategic Asset Allocations Inc | 457 | 44.6K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Applied Finance Valuation Large Cap ETF ETF Opportunities Trust | 441 | 40.8K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Small Company Value Portfolio Wilshire Mutual Funds Inc | 440 | 40.7K $ | 0.18 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP BANKS ProFunds | 421 | 39K $ | 0.97 % | 0.00 % | as of Mar 31, 2026 ↗ |
| S&P MidCap 400 Pure Value Fund Rydex Variable Trust | 409 | 37.8K $ | 0.56 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PGIM Quant Solutions Mid-Cap Index Fund Prudential Investment Portfolios 2 | 405 | 39.6K $ | 0.28 % | 0.00 % | as of Apr 30, 2026 ↗ |
| SA U.S. Core Market Fund SA FUNDS INVESTMENT TRUST | 400 | 37K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| American Century Small Cap Value Insights ETF American Century ETF Trust | 390 | 38.5K $ | 0.44 % | 0.00 % | as of Feb 28, 2026 ↗ |
| S&P MidCap 400 Pure Value Fund Rydex Series Funds | 381 | 35.3K $ | 0.56 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Xtrackers Russell US Multifactor ETF DBX ETF Trust | 365 | 36K $ | 0.02 % | 0.00 % | as of Feb 27, 2026 ↗ |
| Strategic Allocation: Moderate Fund American Century Strategic Asset Allocations Inc | 363 | 35.5K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Mid-Cap 1.5x Strategy Fund Rydex Series Funds | 278 | 25.7K $ | 0.21 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP ULTRAMID CAP ProFunds | 206 | 19.1K $ | 0.21 % | 0.00 % | as of Mar 31, 2026 ↗ |
| MID-CAP PROFUND ProFunds | 190 | 18.6K $ | 0.20 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Xtrackers S&P MidCap 400 Scored & Screened ETF DBX ETF Trust | 175 | 17.3K $ | 0.44 % | 0.00 % | as of Feb 27, 2026 ↗ |
| State Street(R) SPDR(R) Portfolio S&P Sector Neutral Dividend ETF SPDR SERIES TRUST | 166 | 15.4K $ | 0.14 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Fidelity Flex Mid Cap Focused Index Fund Fidelity Salem Street Trust | 157 | 15.3K $ | 0.11 % | 0.00 % | as of Apr 30, 2026 ↗ |
| MID-CAP VALUE PROFUND ProFunds | 135 | 13.2K $ | 0.53 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Fidelity Series Sustainable U.S. Market Fund Fidelity Summer Street Trust | 128 | 12.5K $ | 0.02 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Strategic Allocation: Conservative Fund American Century Strategic Asset Allocations Inc | 115 | 11.2K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| RiverNorth Patriot ETF Elevation Series Trust | 91 | 8.4K $ | 0.22 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Mid-Cap 1.5x Strategy Fund Rydex Variable Trust | 83 | 7.7K $ | 0.23 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST | 64 | 5.9K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| E*TRADE No Fee Total Market Index Fund E Trade Trust | 50 | 4.9K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| State Street(R) SPDR(R) Russell 1000 Momentum Focus ETF SPDR SERIES TRUST | 44 | 4.1K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds | 32 | 3K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| VIP Hedged Equity Portfolio Variable Insurance Products Fund VI | 29 | 2.7K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs MSCI World Private Equity Return Tracker ETF Goldman Sachs ETF Trust | 25 | 2.5K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| T. Rowe Price Active Core U.S. Equity ETF T. Rowe Price Exchange-Traded Funds, Inc. | 25 | 2.3K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
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.
| Fund | Weight 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.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 458 | +20 | 48,603,742 | +3.4 % |
| 2026Q1 | 438 | +68 | 47,019,201 | +9.8 % |
| 2025Q4 | 370 | +368 | 42,805,457 | +259,500.1 % |
| 2025Q3 | 2 | 16,489 |
Institutional managers
501 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 9,472,684 | 876.4M $ | as of Mar 31, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 6,207,998 | 574.4M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 4,934,851 | 456.6M $ | as of Mar 31, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | 4,403,672 | 407.4M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 3,734,578 | 345.5M $ | as of Mar 31, 2026 |
| T. Rowe Price Investment Management, Inc. | 2,679,111 | 247.9K $ | as of Mar 31, 2026 |
| Invesco Ltd. | 2,127,342 | 196.8M $ | as of Mar 31, 2026 |
| AMERICAN CENTURY COMPANIES INC | 2,108,590 | 195.1M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 1,960,189 | 181.4M $ | as of Mar 31, 2026 |
| FRANKLIN RESOURCES INC | 1,781,410 | 164.8M $ | as of Mar 31, 2026 |
| FMR LLC | 1,738,842 | 160.9M $ | as of Mar 31, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | 1,682,076 | 155.6M $ | as of Mar 31, 2026 |
| AQR CAPITAL MANAGEMENT LLC | 1,480,134 | 136.4M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 1,475,269 | 136.5M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 1,442,939 | 133.5M $ | as of Mar 31, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | 1,317,721 | 121.9M $ | as of Mar 31, 2026 |
| EARNEST PARTNERS LLC | 1,235,983 | 114.4M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,218,874 | 112.8M $ | as of Mar 31, 2026 |
| FIRST TRUST ADVISORS LP | 1,149,303 | 106.3M $ | as of Mar 31, 2026 |
| Allspring Global Investments Holdings, LLC | 1,078,066 | 100.9M $ | as of Mar 31, 2026 |
| Capital International Investors | 1,065,412 | 98.6M $ | as of Mar 31, 2026 |
| WESTWOOD HOLDINGS GROUP INC | 1,013,170 | 93.7M $ | as of Mar 31, 2026 |
| Capital Research Global Investors | 968,015 | 89.6M $ | as of Mar 31, 2026 |
| Qube Research & Technologies Ltd | 914,557 | 84.6M $ | as of Mar 31, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 850,763 | 78.7M $ | 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.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Vanguard Portfolio Management | 6.34 % | 6,224,860 | as of Mar 31, 2026 · SCHEDULE 13G |
| Vanguard Capital Management | 5.26 % | 5,164,709 | as of Mar 31, 2026 · SCHEDULE 13G |
| Dimensional Fund Advisors LP | 5.00 % | 4,934,851 | as 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