Southern First Bancshares Inc
SFST- Exchange
- Nasdaq
- Industry
- National Commercial Banks
- SEC CIK
- 0001090009
In the last 90 days, Southern First Bancshares Inc insiders filed 1 open-market purchase and 8 sales; 165 institutions reported holding it in 13F filings for Q2 2026, worth $522.9M in total; Soros Fund Management is the only superinvestor holding it.
13F holders, Q2 2026
Institutional positions in Southern First Bancshares Inc as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 165
- +17 vs. Q1 2026
- Shares held
- 8.57M
- +1.73M (+25.3%) vs. Q1 2026
- Total value
- $522.9M
- +$150.2M (+40.3%) vs. Q1 2026
- New holders
- 35
- 77 more added
- Sold out
- 18
- 23 more reduced
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SFST on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 165 | $522.9M |
| Q1 2026 | 149 | $372.8M |
| Q4 2025 | 129 | $357.5M |
| Q3 2025 | 116 | $288.9M |
| Q2 2025 | 102 | $247.0M |
| Q1 2025 | 97 | $210.9M |
| Q4 2024 | 94 | $257.5M |
| Q3 2024 | 101 | $216.8M |
| Q2 2024 | 95 | $184.3M |
| Q1 2024 | 91 | $205.7M |
| Q4 2023 | 92 | $237.7M |
| Q3 2023 | 87 | $168.9M |
| Q2 2023 | 82 | $157.3M |
| Q1 2023 | 90 | $192.2M |
| Q4 2022 | 100 | $291.4M |
| Q3 2022 | 100 | $263.3M |
| Q2 2022 | 103 | $275.2M |
| Q1 2022 | 107 | $320.2M |
| Q4 2021 | 102 | $397.7M |
| Q3 2021 | 94 | $333.9M |
| Q2 2021 | 91 | $318.1M |
| Q1 2021 | 97 | $288.9M |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Southern First Bancshares Inc; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FJ Capital Management LLC | 892,223 | $54.5M | 7.08% | +85,000+10.5% | Added |
| T. Rowe Price Investment Management, Inc. | 844,650 | $51.6M | 0.03% | +26,809+3.3% | Added |
| BlackRock, Inc. | 830,375 | $50.7M | 0.00% | +117,965+16.6% | Added |
| Endeavour Capital Advisors Inc | 662,860 | $40.5M | 8.31% | +55,455+9.1% | Added |
| Vanguard Capital Management LLC | 392,789 | $24.0M | 0.00% | +47,904+13.9% | Added |
| Dimensional Fund Advisors LP | 387,861 | $23.7M | 0.00% | +7,493+2.0% | Added |
| State Street Corp | 373,521 | $22.8M | 0.00% | +205,558+122.4% | Added |
| Ameriprise Financial Inc | 247,644 | $15.1M | 0.00% | −23,599−8.7% | Reduced |
| Geode Capital Management, LLC | 237,053 | $14.5M | 0.00% | +56,822+31.5% | Added |
| Renaissance Technologies LLC | 186,307 | $11.4M | 0.02% | +35,700+23.7% | Added |
| Walleye Capital LLC | 179,992 | $11.0M | 0.05% | +179,992 | New |
| Banc Funds Co LLC | 162,655 | $9.94M | 1.64% | −9,000−5.2% | Reduced |
| American Century Companies Inc | 157,858 | $9.65M | 0.00% | +8,441+5.6% | Added |
| Morgan Stanley | 126,040 | $7.70M | 0.00% | +41,436+49.0% | Added |
| Maltese Capital Management LLC | 122,000 | $7.45M | 1.36% | +86,974+248.3% | Added |
| Hotchkis & Wiley Capital Management LLC | 116,130 | $7.10M | 0.02% | +1,000+0.9% | Added |
| Goldman Sachs Group Inc | 106,925 | $6.53M | 0.00% | +41,021+62.2% | Added |
| JPMorgan Chase & Co | 96,212 | $5.87M | 0.00% | +92,824+2,739.8% | Added |
| Alliancebernstein L.P. | 106,590 | $5.81M | 0.00% | +65,027+156.5% | Added |
| Stieven Capital Advisors, L.P. | 94,114 | $5.75M | 1.10% | +94,114 | New |
| Bank of America Corp | 91,966 | $5.62M | 0.00% | +73,765+405.3% | Added |
| Manufacturers Life Insurance Company, The | 87,448 | $5.34M | 0.00% | +87,448 | New |
| Northern Trust Corp | 85,785 | $5.24M | 0.00% | +14,699+20.7% | Added |
| Russell Investments Group, Ltd. | 76,998 | $4.70M | 0.00% | +23,705+44.5% | Added |
| AQR Capital Management LLC | 76,428 | $4.67M | 0.00% | +49,745+186.4% | Added |
| Vanguard Portfolio Management LLC | 76,294 | $4.66M | 0.00% | +31,545+70.5% | Added |
| Zacks Investment Management | 67,146 | $4.10M | 0.03% | +5,648+9.2% | Added |
| Millennium Management LLC | 66,487 | $4.06M | 0.00% | +53,384+407.4% | Added |
| Trexquant Investment LP | 66,318 | $4.05M | 0.03% | +44,057+197.9% | Added |
| Gabelli Funds LLC | 62,534 | $3.82M | 0.02% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 59,419 | $3.63M | 0.00% | +21,953+58.6% | Added |
| Vanguard Fiduciary Trust Co | 59,177 | $3.62M | 0.00% | +8,089+15.8% | Added |
| EJF Capital LLC | 54,318 | $3.32M | 2.22% | +54,318 | New |
| Wellington Management Group LLP | 49,465 | $3.02M | 0.00% | +49,465 | New |
| Citadel Advisors LLC | 49,333 | $3.01M | 0.00% | +49,333 | New |
| Bridgeway Capital Management, LLC | 48,265 | $2.95M | 0.05% | −8,369−14.8% | Reduced |
| Acadian Asset Management LLC | 44,884 | $2.74M | 0.00% | −79,701−64.0% | Reduced |
| Algert Global LLC | 41,108 | $2.51M | 0.03% | +7,100+20.9% | Added |
| D. E. Shaw & Co., Inc. | 40,002 | $2.44M | 0.00% | +24,660+160.7% | Added |
| Arrowstreet Capital, Limited Partnership | 36,894 | $2.25M | 0.00% | −7,633−17.1% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 34,246 | $2.09M | 0.00% | +22,427+189.8% | Added |
| BNP Paribas Arbitrage, SA | 31,021 | $1.90M | 0.00% | +23,598+317.9% | Added |
| Victory Capital Management Inc | 29,741 | $1.82M | 0.00% | +29,741 | New |
| Voleon Capital Management LP | 29,730 | $1.82M | 0.03% | +29,730 | New |
| Abacus Planning Group, Inc. | 29,239 | $1.79M | 0.22% | −1,136−3.7% | Reduced |
| Empowered Funds, LLC | 29,227 | $1.79M | 0.01% | +1,986+7.3% | Added |
| Captrust Financial Advisors | 29,119 | $1.78M | 0.00% | +136+0.5% | Added |
| XTX Topco Ltd | 27,962 | $1.71M | 0.02% | +13,871+98.4% | Added |
| Charles Schwab Investment Management Inc | 27,146 | $1.66M | 0.00% | +5,071+23.0% | Added |
| Bank of New York Mellon Corp | 26,662 | $1.63M | 0.00% | +6,432+31.8% | Added |
| Barclays PLC | 26,376 | $1.61M | 0.00% | +7,030+36.3% | Added |
| Assenagon Asset Management S.A. | 25,900 | $1.58M | 0.00% | +1,405+5.7% | Added |
| PMC FIG Opportunities LLC | 25,000 | $1.53M | 2.45% | +25,000 | New |
| Gamco Investors, Inc. Et Al | 24,000 | $1.47M | 0.01% | −5,400−18.4% | Reduced |
| SEI Investments Co | 21,797 | $1.33M | 0.00% | −12,909−37.2% | Reduced |
| Marshall Wace, LLP | 21,693 | $1.33M | 0.00% | −2,908−11.8% | Reduced |
| Quantinno Capital Management LP | 20,972 | $1.28M | 0.00% | +5,357+34.3% | Added |
| Integrated Quantitative Investments LLC | 20,910 | $1.28M | 0.21% | +1,062+5.4% | Added |
| State of Wisconsin Investment Board | 19,877 | $1.21M | 0.00% | +3,014+17.9% | Added |
| Sheets Smith Wealth Management | 19,639 | $1.20M | 0.12% | +435+2.3% | Added |
| Teton Advisors, LLC | 16,800 | $1.03M | 0.59% | 00.0% | Unchanged |
| GWM Advisors LLC | 16,707 | $1.02M | 0.00% | +4,564+37.6% | Added |
| Nuveen, LLC | 16,412 | $1.00M | 0.00% | +2,627+19.1% | Added |
| Quantbot Technologies LP | 16,229 | $991.6K | 0.04% | +15,666+2,782.6% | Added |
| Franklin Resources Inc | 15,595 | $952.9K | 0.00% | +10,605+212.5% | Added |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 14,448 | $882.8K | 0.01% | +14,448 | New |
| Two Sigma Investments, LP | 13,984 | $854.4K | 0.00% | +13,984 | New |
| EAM Investors, LLC | 13,952 | $852.5K | 0.08% | −7,523−35.0% | Reduced |
| Mendon Capital Advisors Corp | 13,348 | $815.6K | 0.29% | +7,766+139.1% | Added |
| Citigroup Inc | 12,940 | $790.6K | 0.00% | +11,844+1,080.7% | Added |
| Legato Capital Management LLC | 12,897 | $788.0K | 0.07% | +1,062+9.0% | Added |
| De Lisle Partners LLP | 12,591 | $769.9K | 0.08% | 00.0% | Unchanged |
| STRS Ohio | 12,000 | $733.2K | 0.00% | +1,300+12.1% | Added |
| Rhumbline Advisers | 11,754 | $718.2K | 0.00% | +1,858+18.8% | Added |
| UBS Group AG | 11,642 | $711.3K | 0.00% | +8,446+264.3% | Added |
| Invesco Ltd. | 11,508 | $703.1K | 0.00% | +1,202+11.7% | Added |
| Creative Planning | 11,080 | $677.0K | 0.00% | +6,541+144.1% | Added |
| Penn Capital Management Co Inc | 11,080 | $677.0K | 0.04% | +11,080 | New |
| Godsey & Gibb Associates | 11,060 | $675.8K | 0.06% | 00.0% | Unchanged |
| Wells Fargo & Company | 10,251 | $626.4K | 0.00% | +5,086+98.5% | Added |
| Foster Victor Wealth Advisors, LLC | 9,992 | $613.6K | 0.03% | +539+5.7% | Added |
| Rafferty Asset Management, LLC | 9,952 | $608.1K | 0.00% | +9,952 | New |
| Aquatic Capital Management LLC | 9,609 | $587.1K | 0.02% | +9,609 | New |
| Susquehanna Fundamental Investments, LLC | 9,113 | $556.8K | 0.01% | +9,113 | New |
| Deutsche Bank AG | 8,965 | $547.8K | 0.00% | +3,145+54.0% | Added |
| Toroso Investments, LLC | 8,405 | $513.5K | 0.00% | −148−1.7% | Reduced |
| ELCO Management Co., LLC | 8,348 | $510.1K | 0.22% | +2,766+49.6% | Added |
| Northwestern Mutual Wealth Management Co | 8,150 | $498.0K | 0.00% | 00.0% | Unchanged |
| Colton Groome Financial Advisors, LLC | 7,675 | $468.9K | 0.11% | 00.0% | Unchanged |
| Royal Bank of Canada | 7,399 | $452.0K | 0.00% | +277+3.9% | Added |
| Ieq Capital, LLC | 7,331 | $447.9K | 0.00% | +2,974+68.3% | Added |
| Wagner Wealth Management, LLC | 6,809 | $416.0K | 0.08% | −475−6.5% | Reduced |
| Colonial Trust Advisors | 6,610 | $403.9K | 0.03% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 6,586 | $402.4K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 6,282 | $384.0K | 0.00% | +6,282 | New |
| Occudo Quantitative Strategies LP | 6,139 | $375.1K | 0.02% | +726+13.4% | Added |
| Panagora Asset Management Inc | 6,004 | $366.8K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 5,609 | $340.7K | 0.00% | +1,661+42.1% | Added |
| MetLife Investment Management | 5,393 | $329.5K | 0.00% | +1,099+25.6% | Added |
| Price T Rowe Associates Inc | 5,340 | $327.0K | 0.00% | 00.0% | Unchanged |