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, Q1 2023
Institutional positions in Southern First Bancshares Inc as of Mar 31, 2023. 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
- 90
- −8 vs. Q4 2022
- Shares held
- 6.24M
- −48.3K (−0.8%) vs. Q4 2022
- Total value
- $191.6M
- −$96.0M (−33.4%) vs. Q4 2022
- New holders
- 5
- 30 more added
- Sold out
- 13
- 32 more reduced
2 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Southern First Bancshares Inc; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| T. Rowe Price Investment Management, Inc. | 798,727 | $24.5M | 0.02% | −3530.0% | Reduced |
| BlackRock Inc. | 668,797 | $20.5M | 0.00% | −30,825−4.4% | Reduced |
| FJ Capital Management LLC | 458,226 | $14.1M | 1.74% | +170,687+59.4% | Added |
| Endeavour Capital Advisors Inc | 443,017 | $13.6M | 6.23% | +13,147+3.1% | Added |
| Vanguard Group Inc | 388,566 | $11.9M | 0.00% | +214+0.1% | Added |
| Banc Funds Co LLC | 378,573 | $11.6M | 1.24% | −48,580−11.4% | Reduced |
| Manufacturers Life Insurance Company, The | 374,197 | $11.5M | 0.01% | −5,668−1.5% | Reduced |
| Dimensional Fund Advisors LP | 337,520 | $10.4M | 0.00% | +20,262+6.4% | Added |
| Ameriprise Financial Inc | 251,207 | $7.71M | 0.00% | +41,764+19.9% | Added |
| State Street Corp | 151,668 | $4.66M | 0.00% | +2,238+1.5% | Added |
| Geode Capital Management, LLC | 139,686 | $4.29M | 0.00% | +5,771+4.3% | Added |
| Alliancebernstein L.P. | 129,067 | $3.96M | 0.00% | −14,673−10.2% | Reduced |
| SeaCrest Wealth Management, LLC | 105,204 | $3.23M | 0.44% | +700+0.7% | Added |
| River Oaks Capital LLC | 97,100 | $2.98M | 4.17% | −3,300−3.3% | Reduced |
| Wellington Management Group LLP | 95,515 | $2.93M | 0.00% | −69,500−42.1% | Reduced |
| Wedge Capital Management L L P | 89,996 | $2.76M | 0.05% | −2,837−3.1% | Reduced |
| EJF Capital LLC | 86,472 | $2.65M | 0.99% | −69,047−44.4% | Reduced |
| Teton Advisors, Inc. | 75,010 | $2.30M | 0.61% | 00.0% | Unchanged |
| Captrust Financial Advisors | 74,510 | $2.29M | 0.01% | −149−0.2% | Reduced |
| Bridgeway Capital Management, LLC | 73,215 | $2.25M | 0.06% | −1,330−1.8% | Reduced |
| Northern Trust Corp | 72,584 | $2.23M | 0.00% | −1,539−2.1% | Reduced |
| Renaissance Technologies LLC | 71,807 | $2.20M | 0.00% | −19,095−21.0% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 69,119 | $2.12M | 0.01% | +17,810+34.7% | Added |
| American Century Companies Inc | 61,464 | $1.92M | 0.00% | +9,263+17.7% | Added |
| Royal Bank of Canada | 54,001 | $1.66M | 0.00% | −1,369−2.5% | Reduced |
| Putnam Investments LLC | 48,902 | $1.50M | 0.00% | +3,201+7.0% | Added |
| Penn Capital Management Co Inc | 47,266 | $1.45M | 0.15% | −3,909−7.6% | Reduced |
| Goldman Sachs Group Inc | 44,602 | $1.37M | 0.00% | −10,750−19.4% | Reduced |
| Acadian Asset Management LLC | 39,912 | $1.22M | 0.01% | +4,466+12.6% | Added |
| Bank of New York Mellon Corp | 35,750 | $1.10M | 0.00% | −1,163−3.2% | Reduced |
| Morgan Stanley | 34,394 | $1.06M | 0.00% | +3,081+9.8% | Added |
| Abacus Planning Group, Inc. | 32,881 | $1.01M | 0.26% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 29,692 | $912.0K | 0.00% | −7,977−21.2% | Reduced |
| Gamco Investors, Inc. Et Al | 29,705 | $911.9K | 0.01% | +1,000+3.5% | Added |
| Two Sigma Advisers, LP | 21,300 | $653.9K | 0.00% | −800−3.6% | Reduced |
| Charles Schwab Investment Management Inc | 20,441 | $627.5K | 0.00% | +493+2.5% | Added |
| Barclays PLC | 18,461 | $566.8K | 0.00% | +1,592+9.4% | Added |
| Two Sigma Investments, LP | 16,709 | $513.0K | 0.00% | −2,960−15.0% | Reduced |
| Gsa Capital Partners LLP | 16,659 | $511.0K | 0.05% | +10,652+177.3% | Added |
| Rhumbline Advisers | 16,463 | $505.0K | 0.00% | +283+1.7% | Added |
| Russell Investments Group, Ltd. | 16,234 | $498.4K | 0.00% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 15,400 | $472.8K | 0.00% | +2,700+21.3% | Added |
| Sheets Smith Wealth Management | 15,257 | $468.4K | 0.07% | +85+0.6% | Added |
| Nuveen Asset Management, LLC | 13,675 | $420.0K | 0.00% | −6,482−32.2% | Reduced |
| Godsey & Gibb Associates | 13,590 | $417.2K | 0.05% | −210−1.5% | Reduced |
| PL Capital Advisors, LLC | 13,000 | $399.1K | 0.14% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 12,787 | $392.6K | 0.00% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 12,430 | $381.6K | 0.00% | +3,324+36.5% | Added |
| Invesco Ltd. | 12,019 | $369.0K | 0.00% | −8,717−42.0% | Reduced |
| ELCO Management Co., LLC | 10,796 | $331.4K | 0.24% | 00.0% | Unchanged |
| Bank of America Corp | 10,522 | $323.0K | 0.00% | −5,957−36.1% | Reduced |
| Assenagon Asset Management S.A. | 10,409 | $319.6K | 0.00% | −4,466−30.0% | Reduced |
| STRS Ohio | 10,100 | $310.0K | 0.00% | +10,100 | New |
| Greenwood Capital Associates LLC | 9,013 | $276.7K | 0.04% | −2,063−18.6% | Reduced |
| GWM Advisors LLC | 6,805 | $208.9K | 0.00% | +480+7.6% | Added |
| Northwestern Mutual Wealth Management Co | 5,896 | $181.0K | 0.00% | −69−1.2% | Reduced |
| New York State Common Retirement Fund | 5,267 | $161.7K | 0.00% | +5+0.1% | Added |
| Colonial Trust Advisors | 5,073 | $155.7K | 0.02% | 00.0% | Unchanged |
| Deutsche Bank AG | 4,687 | $143.9K | 0.00% | +1,600+51.8% | Added |
| Advisor Group Holdings, Inc. | 4,626 | $140.8K | 0.00% | +350+8.2% | Added |
| BNP Paribas Arbitrage, SA | 4,095 | $125.7K | 0.00% | +3,119+319.6% | Added |
| MetLife Investment Management | 3,760 | $115.4K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 3,657 | $112.3K | 0.00% | +72+2.0% | Added |
| California State Teachers Retirement System | 2,818 | $86.5K | 0.00% | −207−6.8% | Reduced |
| UBS Group AG | 2,736 | $84.0K | 0.00% | −5−0.2% | Reduced |
| Signaturefd, LLC | 1,904 | $58.5K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 1,877 | $58.0K | 0.00% | +1,140+154.7% | Added |
| Wells Fargo & Company | 1,409 | $43.3K | 0.00% | +747+112.8% | Added |
| FinTrust Capital Advisors, LLC | 780 | $35.7K | 0.01% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 1,100 | $34.0K | 0.00% | +1,100 | New |
| Bessemer Group Inc | 1,000 | $31.0K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,000 | $30.7K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 804 | $24.7K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 779 | $24.0K | 0.00% | −175−18.3% | Reduced |
| Legal & General Group Plc | 736 | $22.6K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 438 | $20.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 613 | $18.8K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 608 | $18.7K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 566 | $17.4K | 0.00% | +358+172.1% | Added |
| Metropolitan Life Insurance Co | 476 | $14.6K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 438 | $13.4K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 349 | $11.0K | 0.00% | −145−29.4% | Reduced |
| Riverview Trust Co | 343 | $10.5K | 0.01% | +343 | New |
| Carolinas Wealth Consulting LLC | 118 | $3.62K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 96 | $2.95K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 55 | $1.69K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 11 | $338 | 0.00% | +11 | New |
| Citigroup Inc | 2 | $61 | 0.00% | −51−96.2% | Reduced |
| Covestor Ltd | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 3 | $0 | 0.00% | +3 | New |
| Sonen Capital LLC | 0 | $0 | 0.00% | −13,000−100.0% | Sold out |
| First Trust Advisors LP | 0 | $0 | 0.00% | −6,526−100.0% | Sold out |
| Foster Victor Wealth Advisors, LLC | 0 | $0 | 0.00% | −6,536−100.0% | Sold out |
| Salzhauer Michael | 0 | $0 | 0.00% | −5,660−100.0% | Sold out |
| Patton Albertson Miller Group, LLC | 0 | $0 | 0.00% | −5,637−100.0% | Sold out |
| Wagner Wealth Management, LLC | 0 | $0 | 0.00% | −5,631−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −5,053−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −4,746−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −3,002−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −189−100.0% | Sold out |