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 2023
Institutional positions in Southern First Bancshares Inc as of Dec 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
- 92
- +6 vs. Q3 2023
- Shares held
- 6.34M
- +161.9K (+2.6%) vs. Q3 2023
- Total value
- $235.2M
- +$68.8M (+41.4%) vs. Q3 2023
- New holders
- 10
- 27 more added
- Sold out
- 4
- 34 more reduced
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: 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 2023
Shares, value and share of portfolio for each institution holding Southern First Bancshares Inc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| T. Rowe Price Investment Management, Inc. | 798,699 | $29.6M | 0.02% | −3230.0% | Reduced |
| BlackRock Inc. | 794,259 | $29.5M | 0.00% | +41,353+5.5% | Added |
| FJ Capital Management LLC | 791,009 | $29.3M | 2.95% | 00.0% | Unchanged |
| Endeavour Capital Advisors Inc | 460,875 | $17.1M | 5.73% | +1,417+0.3% | Added |
| Banc Funds Co LLC | 418,573 | $15.5M | 1.53% | 00.0% | Unchanged |
| Vanguard Group Inc | 397,247 | $14.7M | 0.00% | +3,229+0.8% | Added |
| Dimensional Fund Advisors LP | 287,787 | $10.7M | 0.00% | +8,565+3.1% | Added |
| Ameriprise Financial Inc | 255,592 | $9.48M | 0.00% | +2,409+1.0% | Added |
| Geode Capital Management, LLC | 154,380 | $5.73M | 0.00% | +4,564+3.0% | Added |
| Wellington Management Group LLP | 151,436 | $5.62M | 0.00% | +32,621+27.5% | Added |
| State Street Corp | 150,100 | $5.57M | 0.00% | −17,111−10.2% | Reduced |
| SeaCrest Wealth Management, LLC | 137,580 | $5.16M | 0.64% | −510.0% | Reduced |
| Alliancebernstein L.P. | 134,055 | $4.97M | 0.00% | +150+0.1% | Added |
| Hotchkis & Wiley Capital Management LLC | 95,194 | $3.53M | 0.01% | −7,605−7.4% | Reduced |
| Boothbay Fund Management, LLC | 90,621 | $3.36M | 0.13% | +30,645+51.1% | Added |
| Renaissance Technologies LLC | 80,507 | $2.99M | 0.00% | −700−0.9% | Reduced |
| Northern Trust Corp | 79,027 | $2.93M | 0.00% | +5,303+7.2% | Added |
| Captrust Financial Advisors | 74,804 | $2.78M | 0.01% | −297−0.4% | Reduced |
| American Century Companies Inc | 68,015 | $2.52M | 0.00% | −365−0.5% | Reduced |
| Russell Investments Group, Ltd. | 61,800 | $2.29M | 0.00% | +8,938+16.9% | Added |
| Morgan Stanley | 60,312 | $2.24M | 0.00% | +10,277+20.5% | Added |
| Putnam Investments LLC | 47,602 | $1.77M | 0.00% | −800−1.7% | Reduced |
| Acadian Asset Management LLC | 39,912 | $1.48M | 0.01% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 39,448 | $1.46M | 0.00% | −11,418−22.4% | Reduced |
| Bridgeway Capital Management, LLC | 39,023 | $1.45M | 0.03% | +960+2.5% | Added |
| Teton Advisors, Inc. | 38,000 | $1.41M | 0.46% | −3,000−7.3% | Reduced |
| Royal Bank of Canada | 35,671 | $1.32M | 0.00% | +10,129+39.7% | Added |
| PMC FIG Opportunities LLC | 33,000 | $1.22M | 3.40% | +5,500+20.0% | Added |
| Abacus Planning Group, Inc. | 31,854 | $1.18M | 0.25% | −1,027−3.1% | Reduced |
| Bank of New York Mellon Corp | 30,327 | $1.13M | 0.00% | −5,627−15.7% | Reduced |
| Assenagon Asset Management S.A. | 27,679 | $1.03M | 0.00% | −4,800−14.8% | Reduced |
| Barclays PLC | 26,847 | $996.0K | 0.00% | +7,707+40.3% | Added |
| Gamco Investors, Inc. Et Al | 24,000 | $890.4K | 0.01% | −100−0.4% | Reduced |
| Jacobs Levy Equity Management, Inc | 22,706 | $842.4K | 0.00% | −4,395−16.2% | Reduced |
| Charles Schwab Investment Management Inc | 20,510 | $760.9K | 0.00% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 20,121 | $746.0K | 0.06% | +817+4.2% | Added |
| Nuveen Asset Management, LLC | 18,714 | $694.3K | 0.00% | +5,039+36.8% | Added |
| Long Focus Capital Management, LLC | 17,330 | $642.9K | 0.08% | −783−4.3% | Reduced |
| Kennedy Capital Management, Inc. | 17,094 | $634.2K | 0.01% | +17,094 | New |
| STRS Ohio | 16,200 | $601.0K | 0.00% | −2,900−15.2% | Reduced |
| Bank of America Corp | 15,680 | $581.7K | 0.00% | +2,846+22.2% | Added |
| State of Wisconsin Investment Board | 15,400 | $571.3K | 0.00% | −2,000−11.5% | Reduced |
| rhino investment partners, Inc | 14,845 | $550.8K | 0.10% | +14,845 | New |
| Sheets Smith Wealth Management | 14,701 | $545.4K | 0.08% | −550−3.6% | Reduced |
| GWM Advisors LLC | 12,880 | $486.1K | 0.00% | −900−6.5% | Reduced |
| Invesco Ltd. | 12,926 | $479.6K | 0.00% | +859+7.1% | Added |
| Godsey & Gibb Associates | 12,860 | $477.1K | 0.05% | −500−3.7% | Reduced |
| Empowered Funds, LLC | 11,985 | $444.6K | 0.01% | +960+8.7% | Added |
| Rhumbline Advisers | 11,386 | $422.4K | 0.00% | −264−2.3% | Reduced |
| Gabelli Funds LLC | 9,043 | $335.5K | 0.00% | +9,043 | New |
| UBS Group AG | 8,822 | $327.3K | 0.00% | +4,305+95.3% | Added |
| JPMorgan Chase & Co | 7,914 | $293.6K | 0.00% | +2,706+52.0% | Added |
| Mendon Capital Advisors Corp | 7,699 | $285.6K | 0.13% | +7,699 | New |
| ELCO Management Co., LLC | 7,699 | $285.6K | 0.19% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 7,400 | $274.5K | 0.00% | −5,700−43.5% | Reduced |
| Susquehanna International Group, LLP | 6,189 | $229.6K | 0.00% | +6,189 | New |
| Deutsche Bank AG | 6,111 | $226.7K | 0.00% | −368−5.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 5,896 | $218.7K | 0.00% | 00.0% | Unchanged |
| Salzhauer Michael | 5,660 | $210.0K | 0.19% | +5,660 | New |
| Patton Albertson Miller Group, LLC | 5,637 | $209.1K | 0.03% | +5,637 | New |
| Wagner Wealth Management, LLC | 5,631 | $208.9K | 0.07% | +5,631 | New |
| Colonial Trust Advisors | 4,573 | $169.7K | 0.02% | 00.0% | Unchanged |
| Wells Fargo & Company | 4,564 | $169.3K | 0.00% | +564+14.1% | Added |
| SG Americas Securities, LLC | 4,232 | $157.0K | 0.00% | +4,232 | New |
| American International Group, Inc. | 3,815 | $141.5K | 0.00% | −15−0.4% | Reduced |
| MetLife Investment Management | 3,760 | $139.5K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 3,597 | $133.4K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 2,780 | $103.1K | 0.02% | +2,000+256.4% | Added |
| New York State Common Retirement Fund | 2,764 | $102.5K | 0.00% | −2,495−47.4% | Reduced |
| BNP Paribas Arbitrage, SA | 2,026 | $75.2K | 0.00% | −1,253−38.2% | Reduced |
| Signaturefd, LLC | 1,904 | $70.6K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 1,263 | $46.9K | 0.00% | −430−25.4% | Reduced |
| FMR LLC | 1,135 | $42.1K | 0.00% | +8+0.7% | Added |
| Citigroup Inc | 1,091 | $40.5K | 0.00% | +1,087+27,175.0% | Added |
| South State Corp. | 804 | $29.8K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 702 | $26.0K | 0.00% | −77−9.9% | Reduced |
| Ameritas Investment Partners, Inc. | 613 | $22.7K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 608 | $22.6K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 560 | $20.8K | 0.00% | −176−23.9% | Reduced |
| Ronald Blue Trust, Inc. | 690 | $19.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 491 | $18.2K | 0.00% | −97−16.5% | Reduced |
| Metropolitan Life Insurance Co | 476 | $17.7K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 438 | $16.3K | 0.00% | +438 | New |
| Anchor Investment Management, LLC | 218 | $8.09K | 0.00% | −782−78.2% | Reduced |
| Carolinas Wealth Consulting LLC | 118 | $4.38K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 96 | $3.56K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 67 | $2.49K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 41 | $2.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 52 | $1.93K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 27 | $1.00K | 0.00% | −1,420−98.1% | Reduced |
| Covestor Ltd | 13 | $1.00K | 0.00% | −38−74.5% | Reduced |
| Advisor Group Holdings, Inc. | 9 | $333 | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −30,024−100.0% | Sold out |
| Jamison Private Wealth Management, Inc. | 0 | $0 | 0.00% | −1,073−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −98−100.0% | Sold out |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| River Oaks Capital LLC | – | – | – | – | Not filed |