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.
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| MetLife Small Company Equity Fund ADVISORS' INNER CIRCLE III | 985 | 98.4K $ | 1.24 % | 0.00 % | as of Jun 30, 2026 ↗ |
| MoA Large Cap Value Index Fund MoA Funds Corp | 954 | 95.3K $ | 0.03 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Wilmington Large-Cap Strategy Fund Wilmington Funds | 950 | 99.8K $ | 0.02 % | 0.00 % | as of Jul 31, 2026 ↗ |
| THRIVENT CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds | 943 | 94.2K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| American Century Small Cap Value Insights ETF American Century ETF Trust | 877 | 83.1K $ | 0.59 % | 0.00 % | as of May 31, 2026 ↗ |
| THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds | 876 | 92.1K $ | 0.01 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Calvert US Mid-Cap Core Responsible Index ETF Morgan Stanley ETF Trust | 866 | 86.5K $ | 0.08 % | 0.00 % | as of Jun 30, 2026 ↗ |
| SA T. Rowe Price Allocation Moderately Aggressive Portfolio SUNAMERICA SERIES TRUST | 838 | 88.1K $ | 0.01 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Longboard Fund NORTHERN LIGHTS FUND TRUST II | 822 | 77.9K $ | 0.07 % | 0.00 % | as of May 31, 2026 ↗ |
| ULTRA MID CAP PROFUND ProFunds | 819 | 86.1K $ | 0.18 % | 0.00 % | as of Jul 31, 2026 ↗ |
| GuideMark Small/Mid Cap Core Fund GPS Funds I | 811 | 81K $ | 0.08 % | 0.00 % | as of Jun 30, 2026 ↗ |
| T. Rowe Price Moderate Allocation Portfolio T. ROWE PRICE EQUITY SERIES, INC. | 810 | 80.9K $ | 0.04 % | 0.00 % | as of Jun 30, 2026 ↗ |
| LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 804 | 80.3K $ | 0.02 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Nationwide Bailard Small Cap Value Fund Nationwide Mutual Funds | 800 | 84.1K $ | 0.06 % | 0.00 % | as of Jul 31, 2026 ↗ |
| The Institutional U.S. Equity Portfolio HC Capital Trust | 776 | 77.5K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| New Covenant Growth Fund NEW COVENANT FUNDS | 724 | 72.3K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| BANKS ULTRASECTOR PROFUND ProFunds | 719 | 75.6K $ | 0.75 % | 0.00 % | as of Jul 31, 2026 ↗ |
| THRIVENT DYNAMIC ALLOCATION FUND Thrivent Mutual Funds | 717 | 75.3K $ | 0.02 % | 0.00 % | as of Jul 31, 2026 ↗ |
| MassMutual Diversified Value Fund MASSMUTUAL SELECT FUNDS | 700 | 69.9K $ | 0.02 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Banking Fund Rydex Variable Trust | 669 | 66.8K $ | 0.99 % | 0.00 % | as of Jun 30, 2026 ↗ |
| William Blair Small-Mid Cap Value Fund WILLIAM BLAIR FUNDS | 656 | 65.5K $ | 1.51 % | 0.00 % | as of Jun 30, 2026 ↗ |
| THRIVENT DYNAMIC ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 652 | 65.1K $ | 0.02 % | 0.00 % | as of Jun 30, 2026 ↗ |
| SA Multi-Managed Mid Cap Value Portfolio SEASONS SERIES TRUST | 624 | 62.3K $ | 0.03 % | 0.00 % | as of Jun 30, 2026 ↗ |
| THRIVENT CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 610 | 60.9K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 600 | 59.9K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| American Century Small Cap Growth Insights ETF American Century ETF Trust | 600 | 56.9K $ | 0.33 % | 0.00 % | as of May 31, 2026 ↗ |
| PROFUND VP MIDCAP VALUE ProFunds | 563 | 56.2K $ | 0.56 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Multifactor U.S. Equity Fund RUSSELL INVESTMENT CO | 560 | 58.9K $ | 0.02 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 551 | 57.9K $ | 0.02 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 511 | 48.4K $ | 0.01 % | 0.00 % | as of May 31, 2026 ↗ |
| Wilshire 5000 Index Fund Wilshire Mutual Funds Inc | 489 | 48.9K $ | 0.02 % | 0.00 % | as of Jun 30, 2026 ↗ |
| ProShares UltraPro MidCap400 ProShares Trust | 478 | 45.3K $ | 0.14 % | 0.00 % | as of May 31, 2026 ↗ |
| THRIVENT ALL CAP PORTFOLIO Thrivent Series Fund, Inc. | 473 | 47.3K $ | 0.02 % | 0.00 % | as of Jun 30, 2026 ↗ |
| AQR MS Fusion Fund AQR Funds | 472 | 47.2K $ | 0.20 % | 0.00 % | as of Jun 30, 2026 ↗ |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 442 | 44.2K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Small Company Value Portfolio Wilshire Mutual Funds Inc | 440 | 44K $ | 0.17 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Strategic Allocation: Aggressive Fund American Century Strategic Asset Allocations Inc | 432 | 45.4K $ | 0.01 % | 0.00 % | as of Jul 31, 2026 ↗ |
| AMT Diversified Equity Fund ADVISER MANAGED TRUST | 430 | 45.2K $ | 0.01 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Xtrackers Russell US Multifactor ETF DBX ETF Trust | 430 | 40.7K $ | 0.02 % | 0.00 % | as of May 29, 2026 ↗ |
| Venerable US Large Cap Strategic Equity Fund Venerable Variable Insurance Trust | 422 | 42.2K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| PROFUND VP BANKS ProFunds | 419 | 41.9K $ | 0.94 % | 0.00 % | as of Jun 30, 2026 ↗ |
| S&P MidCap 400 Pure Value Fund Rydex Series Funds | 411 | 41.1K $ | 0.56 % | 0.00 % | as of Jun 30, 2026 ↗ |
| S&P MidCap 400 Pure Value Fund Rydex Variable Trust | 410 | 41K $ | 0.56 % | 0.00 % | as of Jun 30, 2026 ↗ |
| SA U.S. Core Market Fund SA FUNDS INVESTMENT TRUST | 400 | 40K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| PGIM Quant Solutions Mid-Cap Index Fund Prudential Investment Portfolios 2 | 350 | 36.8K $ | 0.28 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Fidelity Series Sustainable U.S. Market Fund Fidelity Summer Street Trust | 320 | 33.6K $ | 0.05 % | 0.00 % | as of Jul 31, 2026 ↗ |
| M Large Cap Value Fund NORTHERN LIGHTS FUND TRUST II | 300 | 30K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Mid-Cap 1.5x Strategy Fund Rydex Series Funds | 274 | 27.4K $ | 0.18 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Strategic Allocation: Moderate Fund American Century Strategic Asset Allocations Inc | 265 | 27.8K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| KraneShares Man Buyout Beta Index ETF Krane Shares Trust | 250 | 25K $ | 0.15 % | 0.00 % | as of Jun 30, 2026 ↗ |
| PROFUND VP ULTRAMID CAP ProFunds | 238 | 23.8K $ | 0.20 % | 0.00 % | as of Jun 30, 2026 ↗ |
| E*TRADE No Fee Total Market Index Fund E Trade Trust | 211 | 22.2K $ | 0.02 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Fidelity Flex Mid Cap Focused Index Fund Fidelity Salem Street Trust | 208 | 21.9K $ | 0.11 % | 0.00 % | as of Jul 31, 2026 ↗ |
| BrandywineGLOBAL - Diversified US Large Cap Value Fund Legg Mason Global Asset Management Trust | 200 | 20K $ | 0.02 % | 0.00 % | as of Jun 30, 2026 ↗ |
| State Street(R) SPDR(R) Portfolio S&P Sector Neutral Dividend ETF SPDR SERIES TRUST | 164 | 16.4K $ | 0.13 % | 0.00 % | as of Jun 30, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST | 143 | 14.3K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| MID-CAP VALUE PROFUND ProFunds | 140 | 14.7K $ | 0.54 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Xtrackers S&P MidCap 400 Scored & Screened ETF DBX ETF Trust | 134 | 12.7K $ | 0.38 % | 0.00 % | as of May 29, 2026 ↗ |
| Strategic Allocation: Conservative Fund American Century Strategic Asset Allocations Inc | 106 | 11.1K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| RiverNorth Patriot ETF Elevation Series Trust | 91 | 9.1K $ | 0.22 % | 0.00 % | as of Jun 30, 2026 ↗ |
| MID-CAP PROFUND ProFunds | 88 | 9.2K $ | 0.10 % | 0.00 % | as of Jul 31, 2026 ↗ |
| State Street(R) SPDR(R) Russell 1000 Momentum Focus ETF SPDR SERIES TRUST | 84 | 8.4K $ | 0.03 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Mid-Cap 1.5x Strategy Fund Rydex Variable Trust | 81 | 8.1K $ | 0.20 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Columbia Research Enhanced Mid Cap ETF Columbia ETF Trust I | 73 | 7.3K $ | 0.22 % | 0.00 % | as of Jun 30, 2026 ↗ |
| T. Rowe Price Active Core U.S. Equity ETF T. Rowe Price Exchange-Traded Funds, Inc. | 65 | 6.5K $ | 0.05 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds | 32 | 3.2K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Goldman Sachs MSCI World Private Equity Return Tracker ETF Goldman Sachs ETF Trust | 20 | 1.9K $ | 0.01 % | 0.00 % | as of May 31, 2026 ↗ |
| SA Franklin Tactical Opportunities Portfolio SUNAMERICA SERIES TRUST | 14 | 1.5K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
Funds that publish their own holdings
| Fund | Weight 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.
| Fund | Weight 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.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 467 | +9 | 47,205,125 | -2.9 % |
| 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 |
Cite this page
Titelia. "Fund shareholders of SOUTHSTATE BANK CORP". https://titelia.com/en/stocks/southstate-bank-corp-US84472E1029