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 |
|---|---|---|---|---|---|
| Covestor Ltd | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 3 | $0 | 0.00% | +3 | New |
| Citigroup Inc | 2 | $61 | 0.00% | −51−96.2% | Reduced |
| International Assets Investment Management, LLC | 11 | $338 | 0.00% | +11 | New |
| Colonial Trust Co | 55 | $1.69K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 96 | $2.95K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 118 | $3.62K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 343 | $10.5K | 0.01% | +343 | New |
| Tower Research Capital LLC (TRC) | 349 | $11.0K | 0.00% | −145−29.4% | Reduced |
| Advisory Services Network, LLC | 438 | $13.4K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 476 | $14.6K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 566 | $17.4K | 0.00% | +358+172.1% | Added |
| Brown Brothers Harriman & Co | 608 | $18.7K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 613 | $18.8K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 438 | $20.0K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 736 | $22.6K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 779 | $24.0K | 0.00% | −175−18.3% | Reduced |
| South State Corp. | 804 | $24.7K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,000 | $30.7K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,000 | $31.0K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 1,100 | $34.0K | 0.00% | +1,100 | New |
| FinTrust Capital Advisors, LLC | 780 | $35.7K | 0.01% | 00.0% | Unchanged |
| Wells Fargo & Company | 1,409 | $43.3K | 0.00% | +747+112.8% | Added |
| Public Employees Retirement System of Ohio | 1,877 | $58.0K | 0.00% | +1,140+154.7% | Added |
| Signaturefd, LLC | 1,904 | $58.5K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 2,736 | $84.0K | 0.00% | −5−0.2% | Reduced |
| California State Teachers Retirement System | 2,818 | $86.5K | 0.00% | −207−6.8% | Reduced |
| American International Group, Inc. | 3,657 | $112.3K | 0.00% | +72+2.0% | Added |
| MetLife Investment Management | 3,760 | $115.4K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 4,095 | $125.7K | 0.00% | +3,119+319.6% | Added |
| Advisor Group Holdings, Inc. | 4,626 | $140.8K | 0.00% | +350+8.2% | Added |
| Deutsche Bank AG | 4,687 | $143.9K | 0.00% | +1,600+51.8% | Added |
| Colonial Trust Advisors | 5,073 | $155.7K | 0.02% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 5,267 | $161.7K | 0.00% | +5+0.1% | Added |
| Northwestern Mutual Wealth Management Co | 5,896 | $181.0K | 0.00% | −69−1.2% | Reduced |
| GWM Advisors LLC | 6,805 | $208.9K | 0.00% | +480+7.6% | Added |
| Greenwood Capital Associates LLC | 9,013 | $276.7K | 0.04% | −2,063−18.6% | Reduced |
| STRS Ohio | 10,100 | $310.0K | 0.00% | +10,100 | New |
| Assenagon Asset Management S.A. | 10,409 | $319.6K | 0.00% | −4,466−30.0% | Reduced |
| Bank of America Corp | 10,522 | $323.0K | 0.00% | −5,957−36.1% | Reduced |
| ELCO Management Co., LLC | 10,796 | $331.4K | 0.24% | 00.0% | Unchanged |
| Invesco Ltd. | 12,019 | $369.0K | 0.00% | −8,717−42.0% | Reduced |
| Jacobs Levy Equity Management, Inc | 12,430 | $381.6K | 0.00% | +3,324+36.5% | Added |
| Panagora Asset Management Inc | 12,787 | $392.6K | 0.00% | 00.0% | Unchanged |
| PL Capital Advisors, LLC | 13,000 | $399.1K | 0.14% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 13,590 | $417.2K | 0.05% | −210−1.5% | Reduced |
| Nuveen Asset Management, LLC | 13,675 | $420.0K | 0.00% | −6,482−32.2% | Reduced |
| Sheets Smith Wealth Management | 15,257 | $468.4K | 0.07% | +85+0.6% | Added |
| State of Wisconsin Investment Board | 15,400 | $472.8K | 0.00% | +2,700+21.3% | Added |
| Russell Investments Group, Ltd. | 16,234 | $498.4K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 16,463 | $505.0K | 0.00% | +283+1.7% | Added |
| Gsa Capital Partners LLP | 16,659 | $511.0K | 0.05% | +10,652+177.3% | Added |
| Two Sigma Investments, LP | 16,709 | $513.0K | 0.00% | −2,960−15.0% | Reduced |
| Barclays PLC | 18,461 | $566.8K | 0.00% | +1,592+9.4% | Added |
| Charles Schwab Investment Management Inc | 20,441 | $627.5K | 0.00% | +493+2.5% | Added |
| Two Sigma Advisers, LP | 21,300 | $653.9K | 0.00% | −800−3.6% | Reduced |
| Gamco Investors, Inc. Et Al | 29,705 | $911.9K | 0.01% | +1,000+3.5% | Added |
| JPMorgan Chase & Co | 29,692 | $912.0K | 0.00% | −7,977−21.2% | Reduced |
| Abacus Planning Group, Inc. | 32,881 | $1.01M | 0.26% | 00.0% | Unchanged |
| Morgan Stanley | 34,394 | $1.06M | 0.00% | +3,081+9.8% | Added |
| Bank of New York Mellon Corp | 35,750 | $1.10M | 0.00% | −1,163−3.2% | Reduced |
| Acadian Asset Management LLC | 39,912 | $1.22M | 0.01% | +4,466+12.6% | Added |
| Goldman Sachs Group Inc | 44,602 | $1.37M | 0.00% | −10,750−19.4% | Reduced |
| Penn Capital Management Co Inc | 47,266 | $1.45M | 0.15% | −3,909−7.6% | Reduced |
| Putnam Investments LLC | 48,902 | $1.50M | 0.00% | +3,201+7.0% | Added |
| Royal Bank of Canada | 54,001 | $1.66M | 0.00% | −1,369−2.5% | Reduced |
| American Century Companies Inc | 61,464 | $1.92M | 0.00% | +9,263+17.7% | Added |
| Hotchkis & Wiley Capital Management LLC | 69,119 | $2.12M | 0.01% | +17,810+34.7% | Added |
| Renaissance Technologies LLC | 71,807 | $2.20M | 0.00% | −19,095−21.0% | Reduced |
| Northern Trust Corp | 72,584 | $2.23M | 0.00% | −1,539−2.1% | Reduced |
| Bridgeway Capital Management, LLC | 73,215 | $2.25M | 0.06% | −1,330−1.8% | Reduced |
| Captrust Financial Advisors | 74,510 | $2.29M | 0.01% | −149−0.2% | Reduced |
| Teton Advisors, Inc. | 75,010 | $2.30M | 0.61% | 00.0% | Unchanged |
| EJF Capital LLC | 86,472 | $2.65M | 0.99% | −69,047−44.4% | Reduced |
| Wedge Capital Management L L P | 89,996 | $2.76M | 0.05% | −2,837−3.1% | Reduced |
| Wellington Management Group LLP | 95,515 | $2.93M | 0.00% | −69,500−42.1% | Reduced |
| River Oaks Capital LLC | 97,100 | $2.98M | 4.17% | −3,300−3.3% | Reduced |
| SeaCrest Wealth Management, LLC | 105,204 | $3.23M | 0.44% | +700+0.7% | Added |
| Alliancebernstein L.P. | 129,067 | $3.96M | 0.00% | −14,673−10.2% | Reduced |
| Geode Capital Management, LLC | 139,686 | $4.29M | 0.00% | +5,771+4.3% | Added |
| State Street Corp | 151,668 | $4.66M | 0.00% | +2,238+1.5% | Added |
| Ameriprise Financial Inc | 251,207 | $7.71M | 0.00% | +41,764+19.9% | Added |
| Dimensional Fund Advisors LP | 337,520 | $10.4M | 0.00% | +20,262+6.4% | Added |
| Manufacturers Life Insurance Company, The | 374,197 | $11.5M | 0.01% | −5,668−1.5% | Reduced |
| Banc Funds Co LLC | 378,573 | $11.6M | 1.24% | −48,580−11.4% | Reduced |
| Vanguard Group Inc | 388,566 | $11.9M | 0.00% | +214+0.1% | Added |
| Endeavour Capital Advisors Inc | 443,017 | $13.6M | 6.23% | +13,147+3.1% | Added |
| FJ Capital Management LLC | 458,226 | $14.1M | 1.74% | +170,687+59.4% | Added |
| BlackRock Inc. | 668,797 | $20.5M | 0.00% | −30,825−4.4% | Reduced |
| T. Rowe Price Investment Management, Inc. | 798,727 | $24.5M | 0.02% | −3530.0% | Reduced |
| 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 |