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 $522.1M in total; Soros Fund Management is the only superinvestor holding it.
13F holders, Q4 2022
Institutional positions in Southern First Bancshares Inc as of Dec 31, 2022. 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
- 100
- 0 vs. Q3 2022
- Shares held
- 6.37M
- +51.9K (+0.8%) vs. Q3 2022
- Total value
- $291.4M
- +$28.1M (+10.7%) vs. Q3 2022
- New holders
- 7
- 37 more added
- Sold out
- 7
- 27 more reduced
Compare with Q3 2022: 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 | $522.1M |
| Q1 2026 | 149 | $372.8M |
| Q4 2025 | 129 | $343.2M |
| Q3 2025 | 116 | $288.6M |
| Q2 2025 | 102 | $245.7M |
| Q1 2025 | 97 | $210.9M |
| Q4 2024 | 94 | $257.5M |
| Q3 2024 | 101 | $216.3M |
| Q2 2024 | 95 | $184.1M |
| Q1 2024 | 91 | $201.1M |
| Q4 2023 | 92 | $235.2M |
| Q3 2023 | 87 | $168.9M |
| Q2 2023 | 82 | $157.3M |
| Q1 2023 | 90 | $191.6M |
| Q4 2022 | 100 | $291.4M |
| Q3 2022 | 100 | $263.3M |
| Q2 2022 | 103 | $275.2M |
| Q1 2022 | 107 | $320.2M |
| Q4 2021 | 102 | $396.5M |
| Q3 2021 | 94 | $333.9M |
| Q2 2021 | 91 | $317.6M |
| Q1 2021 | 97 | $288.9M |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding Southern First Bancshares Inc; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| T. Rowe Price Investment Management, Inc. | 799,080 | $36.6M | 0.03% | +117,405+17.2% | Added |
| BlackRock Inc. | 699,622 | $32.0M | 0.00% | +149,013+27.1% | Added |
| Endeavour Capital Advisors Inc | 429,870 | $19.7M | 5.28% | +1,163+0.3% | Added |
| Banc Funds Co LLC | 427,153 | $19.5M | 1.72% | 00.0% | Unchanged |
| Vanguard Group Inc | 388,352 | $17.8M | 0.00% | +7,436+2.0% | Added |
| Manufacturers Life Insurance Company, The | 379,865 | $17.4M | 0.01% | −9,885−2.5% | Reduced |
| Dimensional Fund Advisors LP | 317,258 | $14.5M | 0.01% | +8,690+2.8% | Added |
| FJ Capital Management LLC | 287,539 | $13.2M | 1.58% | −41,461−12.6% | Reduced |
| Ameriprise Financial Inc | 209,443 | $9.58M | 0.00% | +4,177+2.0% | Added |
| Wellington Management Group LLP | 165,015 | $7.55M | 0.00% | 00.0% | Unchanged |
| EJF Capital LLC | 155,519 | $7.11M | 2.23% | −6,968−4.3% | Reduced |
| State Street Corp | 149,430 | $6.84M | 0.00% | +425+0.3% | Added |
| Alliancebernstein L.P. | 143,740 | $6.58M | 0.00% | −29,507−17.0% | Reduced |
| Geode Capital Management, LLC | 133,915 | $6.13M | 0.00% | +2,838+2.2% | Added |
| SeaCrest Wealth Management, LLC | 104,504 | $4.78M | 0.69% | −2,425−2.3% | Reduced |
| River Oaks Capital LLC | 100,400 | $4.59M | 5.23% | −13,400−11.8% | Reduced |
| Wedge Capital Management L L P | 92,833 | $4.25M | 0.07% | −2,818−2.9% | Reduced |
| Renaissance Technologies LLC | 90,902 | $4.16M | 0.01% | −6,305−6.5% | Reduced |
| Teton Advisors, Inc. | 75,010 | $3.43M | 0.88% | 00.0% | Unchanged |
| Captrust Financial Advisors | 74,659 | $3.42M | 0.02% | +227+0.3% | Added |
| Bridgeway Capital Management, LLC | 74,545 | $3.41M | 0.09% | 00.0% | Unchanged |
| Northern Trust Corp | 74,123 | $3.39M | 0.00% | +796+1.1% | Added |
| Goldman Sachs Group Inc | 55,352 | $2.53M | 0.00% | +173+0.3% | Added |
| Royal Bank of Canada | 55,370 | $2.53M | 0.00% | +1,073+2.0% | Added |
| Monarch Partners Asset Management LLC | 54,713 | $2.50M | 0.74% | +20,117+58.1% | Added |
| American Century Companies Inc | 52,201 | $2.39M | 0.00% | +10,679+25.7% | Added |
| Hotchkis & Wiley Capital Management LLC | 51,309 | $2.35M | 0.01% | +51,309 | New |
| Penn Capital Management Co Inc | 51,175 | $2.34M | 0.24% | −1,446−2.7% | Reduced |
| Putnam Investments LLC | 45,701 | $2.09M | 0.00% | +200+0.4% | Added |
| JPMorgan Chase & Co | 37,669 | $1.73M | 0.00% | −3,167−7.8% | Reduced |
| Bank of New York Mellon Corp | 36,913 | $1.69M | 0.00% | +8,107+28.1% | Added |
| Acadian Asset Management LLC | 35,446 | $1.62M | 0.01% | −2,638−6.9% | Reduced |
| Abacus Planning Group, Inc. | 32,881 | $1.50M | 0.41% | −638−1.9% | Reduced |
| Morgan Stanley | 31,313 | $1.43M | 0.00% | −470−1.5% | Reduced |
| Gamco Investors, Inc. Et Al | 28,705 | $1.31M | 0.01% | 00.0% | Unchanged |
| Comerica Bank | 29,984 | $1.30M | 0.01% | +1,299+4.5% | Added |
| Two Sigma Advisers, LP | 22,100 | $1.01M | 0.00% | +500+2.3% | Added |
| Invesco Ltd. | 20,736 | $948.7K | 0.00% | +9,722+88.3% | Added |
| Nuveen Asset Management, LLC | 20,157 | $922.0K | 0.00% | −3,638−15.3% | Reduced |
| Charles Schwab Investment Management Inc | 19,948 | $912.6K | 0.00% | +350+1.8% | Added |
| Two Sigma Investments, LP | 19,669 | $899.9K | 0.00% | +1,942+11.0% | Added |
| Barclays PLC | 16,869 | $771.8K | 0.00% | +2,359+16.3% | Added |
| Bank of America Corp | 16,479 | $753.9K | 0.00% | +4,630+39.1% | Added |
| Russell Investments Group, Ltd. | 16,234 | $742.7K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 16,180 | $740.0K | 0.00% | +4,630+40.1% | Added |
| Sheets Smith Wealth Management | 15,172 | $694.1K | 0.11% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 14,875 | $681.0K | 0.00% | −5,331−26.4% | Reduced |
| Godsey & Gibb Associates | 13,800 | $631.4K | 0.12% | +13,800 | New |
| Sonen Capital LLC | 13,000 | $594.8K | 0.97% | 00.0% | Unchanged |
| PL Capital Advisors, LLC | 13,000 | $594.8K | 0.16% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 12,787 | $585.0K | 0.00% | −4,650−26.7% | Reduced |
| State of Wisconsin Investment Board | 12,700 | $581.0K | 0.00% | +3,291+35.0% | Added |
| Greenwood Capital Associates LLC | 11,076 | $506.7K | 0.08% | −980−8.1% | Reduced |
| ELCO Management Co., LLC | 10,796 | $493.9K | 0.37% | −122−1.1% | Reduced |
| Jacobs Levy Equity Management, Inc | 9,106 | $416.6K | 0.00% | +154+1.7% | Added |
| First Trust Advisors LP | 6,526 | $298.6K | 0.00% | +6,526 | New |
| Foster Victor Wealth Advisors, LLC | 6,536 | $291.4K | 0.04% | −400−5.8% | Reduced |
| GWM Advisors LLC | 6,325 | $289.4K | 0.01% | +225+3.7% | Added |
| Gsa Capital Partners LLP | 6,007 | $275.0K | 0.03% | +6,007 | New |
| Northwestern Mutual Wealth Management Co | 5,965 | $272.9K | 0.00% | +69+1.2% | Added |
| Salzhauer Michael | 5,660 | $258.9K | 0.16% | 00.0% | Unchanged |
| Patton Albertson Miller Group, LLC | 5,637 | $257.9K | 0.05% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 5,631 | $257.6K | 0.16% | +75+1.3% | Added |
| New York State Common Retirement Fund | 5,262 | $240.7K | 0.00% | −4−0.1% | Reduced |
| Colonial Trust Advisors | 5,073 | $232.1K | 0.03% | 00.0% | Unchanged |
| Martingale Asset Management L P | 5,053 | $231.2K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 4,746 | $217.0K | 0.00% | +4,746 | New |
| Advisor Group Holdings, Inc. | 4,276 | $195.0K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 3,760 | $172.0K | 0.00% | +539+16.7% | Added |
| American International Group, Inc. | 3,585 | $164.0K | 0.00% | −13−0.4% | Reduced |
| Deutsche Bank AG | 3,087 | $141.2K | 0.00% | +50+1.6% | Added |
| California State Teachers Retirement System | 3,025 | $138.4K | 0.00% | +34+1.1% | Added |
| SG Americas Securities, LLC | 3,002 | $137.0K | 0.00% | +244+8.8% | Added |
| UBS Group AG | 2,741 | $125.4K | 0.00% | +1,836+202.9% | Added |
| Signaturefd, LLC | 1,904 | $87.1K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,000 | $46.0K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,000 | $45.8K | 0.01% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 976 | $44.7K | 0.00% | −1,308−57.3% | Reduced |
| Amalgamated Bank | 954 | $44.0K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 804 | $36.8K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 780 | $35.7K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 737 | $34.0K | 0.00% | −167−18.5% | Reduced |
| Legal & General Group Plc | 736 | $33.7K | 0.00% | +76+11.5% | Added |
| Wells Fargo & Company | 662 | $30.3K | 0.00% | −19−2.8% | Reduced |
| Brown Brothers Harriman & Co | 608 | $27.8K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 613 | $26.3K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 494 | $23.0K | 0.00% | −3−0.6% | Reduced |
| Metropolitan Life Insurance Co | 476 | $21.8K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 438 | $20.0K | 0.00% | +438 | New |
| Ronald Blue Trust, Inc. | 438 | $18.0K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 208 | $9.52K | 0.00% | +47+29.2% | Added |
| TCI Wealth Advisors, Inc. | 189 | $8.65K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 118 | $5.40K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 96 | $4.39K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 76 | $3.00K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 55 | $2.54K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 53 | $2.42K | 0.00% | −63−54.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 31 | $1.42K | 0.00% | −1−3.1% | Reduced |
| Tfo-TDC, LLC | 3 | $229 | 0.00% | +3 | New |
| Covestor Ltd | 7 | $0 | 0.00% | +2+40.0% | Added |