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 |
|---|---|---|---|---|---|
| Advisor Group Holdings, Inc. | 9 | $333 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 13 | $1.00K | 0.00% | −38−74.5% | Reduced |
| Nisa Investment Advisors, LLC | 27 | $1.00K | 0.00% | −1,420−98.1% | Reduced |
| EverSource Wealth Advisors, LLC | 52 | $1.93K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 41 | $2.00K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 67 | $2.49K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 96 | $3.56K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 118 | $4.38K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 218 | $8.09K | 0.00% | −782−78.2% | Reduced |
| Advisory Services Network, LLC | 438 | $16.3K | 0.00% | +438 | New |
| Metropolitan Life Insurance Co | 476 | $17.7K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 491 | $18.2K | 0.00% | −97−16.5% | Reduced |
| Ronald Blue Trust, Inc. | 690 | $19.0K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 560 | $20.8K | 0.00% | −176−23.9% | Reduced |
| Brown Brothers Harriman & Co | 608 | $22.6K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 613 | $22.7K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 702 | $26.0K | 0.00% | −77−9.9% | Reduced |
| South State Corp. | 804 | $29.8K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 1,091 | $40.5K | 0.00% | +1,087+27,175.0% | Added |
| FMR LLC | 1,135 | $42.1K | 0.00% | +8+0.7% | Added |
| California State Teachers Retirement System | 1,263 | $46.9K | 0.00% | −430−25.4% | Reduced |
| Signaturefd, LLC | 1,904 | $70.6K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 2,026 | $75.2K | 0.00% | −1,253−38.2% | Reduced |
| New York State Common Retirement Fund | 2,764 | $102.5K | 0.00% | −2,495−47.4% | Reduced |
| FinTrust Capital Advisors, LLC | 2,780 | $103.1K | 0.02% | +2,000+256.4% | Added |
| Public Employees Retirement System of Ohio | 3,597 | $133.4K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 3,760 | $139.5K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 3,815 | $141.5K | 0.00% | −15−0.4% | Reduced |
| SG Americas Securities, LLC | 4,232 | $157.0K | 0.00% | +4,232 | New |
| Wells Fargo & Company | 4,564 | $169.3K | 0.00% | +564+14.1% | Added |
| Colonial Trust Advisors | 4,573 | $169.7K | 0.02% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 5,631 | $208.9K | 0.07% | +5,631 | New |
| Patton Albertson Miller Group, LLC | 5,637 | $209.1K | 0.03% | +5,637 | New |
| Salzhauer Michael | 5,660 | $210.0K | 0.19% | +5,660 | New |
| Northwestern Mutual Wealth Management Co | 5,896 | $218.7K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 6,111 | $226.7K | 0.00% | −368−5.7% | Reduced |
| Susquehanna International Group, LLP | 6,189 | $229.6K | 0.00% | +6,189 | New |
| Two Sigma Advisers, LP | 7,400 | $274.5K | 0.00% | −5,700−43.5% | Reduced |
| ELCO Management Co., LLC | 7,699 | $285.6K | 0.19% | 00.0% | Unchanged |
| Mendon Capital Advisors Corp | 7,699 | $285.6K | 0.13% | +7,699 | New |
| JPMorgan Chase & Co | 7,914 | $293.6K | 0.00% | +2,706+52.0% | Added |
| UBS Group AG | 8,822 | $327.3K | 0.00% | +4,305+95.3% | Added |
| Gabelli Funds LLC | 9,043 | $335.5K | 0.00% | +9,043 | New |
| Rhumbline Advisers | 11,386 | $422.4K | 0.00% | −264−2.3% | Reduced |
| Empowered Funds, LLC | 11,985 | $444.6K | 0.01% | +960+8.7% | Added |
| Godsey & Gibb Associates | 12,860 | $477.1K | 0.05% | −500−3.7% | Reduced |
| Invesco Ltd. | 12,926 | $479.6K | 0.00% | +859+7.1% | Added |
| GWM Advisors LLC | 12,880 | $486.1K | 0.00% | −900−6.5% | Reduced |
| Sheets Smith Wealth Management | 14,701 | $545.4K | 0.08% | −550−3.6% | Reduced |
| rhino investment partners, Inc | 14,845 | $550.8K | 0.10% | +14,845 | New |
| State of Wisconsin Investment Board | 15,400 | $571.3K | 0.00% | −2,000−11.5% | Reduced |
| Bank of America Corp | 15,680 | $581.7K | 0.00% | +2,846+22.2% | Added |
| STRS Ohio | 16,200 | $601.0K | 0.00% | −2,900−15.2% | Reduced |
| Kennedy Capital Management, Inc. | 17,094 | $634.2K | 0.01% | +17,094 | New |
| Long Focus Capital Management, LLC | 17,330 | $642.9K | 0.08% | −783−4.3% | Reduced |
| Nuveen Asset Management, LLC | 18,714 | $694.3K | 0.00% | +5,039+36.8% | Added |
| Gsa Capital Partners LLP | 20,121 | $746.0K | 0.06% | +817+4.2% | Added |
| Charles Schwab Investment Management Inc | 20,510 | $760.9K | 0.00% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 22,706 | $842.4K | 0.00% | −4,395−16.2% | Reduced |
| Gamco Investors, Inc. Et Al | 24,000 | $890.4K | 0.01% | −100−0.4% | Reduced |
| Barclays PLC | 26,847 | $996.0K | 0.00% | +7,707+40.3% | Added |
| Assenagon Asset Management S.A. | 27,679 | $1.03M | 0.00% | −4,800−14.8% | Reduced |
| Bank of New York Mellon Corp | 30,327 | $1.13M | 0.00% | −5,627−15.7% | Reduced |
| Abacus Planning Group, Inc. | 31,854 | $1.18M | 0.25% | −1,027−3.1% | Reduced |
| PMC FIG Opportunities LLC | 33,000 | $1.22M | 3.40% | +5,500+20.0% | Added |
| Royal Bank of Canada | 35,671 | $1.32M | 0.00% | +10,129+39.7% | Added |
| Teton Advisors, Inc. | 38,000 | $1.41M | 0.46% | −3,000−7.3% | Reduced |
| Bridgeway Capital Management, LLC | 39,023 | $1.45M | 0.03% | +960+2.5% | Added |
| Goldman Sachs Group Inc | 39,448 | $1.46M | 0.00% | −11,418−22.4% | Reduced |
| Acadian Asset Management LLC | 39,912 | $1.48M | 0.01% | 00.0% | Unchanged |
| Putnam Investments LLC | 47,602 | $1.77M | 0.00% | −800−1.7% | Reduced |
| Morgan Stanley | 60,312 | $2.24M | 0.00% | +10,277+20.5% | Added |
| Russell Investments Group, Ltd. | 61,800 | $2.29M | 0.00% | +8,938+16.9% | Added |
| American Century Companies Inc | 68,015 | $2.52M | 0.00% | −365−0.5% | Reduced |
| Captrust Financial Advisors | 74,804 | $2.78M | 0.01% | −297−0.4% | Reduced |
| Northern Trust Corp | 79,027 | $2.93M | 0.00% | +5,303+7.2% | Added |
| Renaissance Technologies LLC | 80,507 | $2.99M | 0.00% | −700−0.9% | Reduced |
| Boothbay Fund Management, LLC | 90,621 | $3.36M | 0.13% | +30,645+51.1% | Added |
| Hotchkis & Wiley Capital Management LLC | 95,194 | $3.53M | 0.01% | −7,605−7.4% | Reduced |
| Alliancebernstein L.P. | 134,055 | $4.97M | 0.00% | +150+0.1% | Added |
| SeaCrest Wealth Management, LLC | 137,580 | $5.16M | 0.64% | −510.0% | Reduced |
| State Street Corp | 150,100 | $5.57M | 0.00% | −17,111−10.2% | Reduced |
| Wellington Management Group LLP | 151,436 | $5.62M | 0.00% | +32,621+27.5% | Added |
| Geode Capital Management, LLC | 154,380 | $5.73M | 0.00% | +4,564+3.0% | Added |
| Ameriprise Financial Inc | 255,592 | $9.48M | 0.00% | +2,409+1.0% | Added |
| Dimensional Fund Advisors LP | 287,787 | $10.7M | 0.00% | +8,565+3.1% | Added |
| Vanguard Group Inc | 397,247 | $14.7M | 0.00% | +3,229+0.8% | Added |
| Banc Funds Co LLC | 418,573 | $15.5M | 1.53% | 00.0% | Unchanged |
| Endeavour Capital Advisors Inc | 460,875 | $17.1M | 5.73% | +1,417+0.3% | Added |
| FJ Capital Management LLC | 791,009 | $29.3M | 2.95% | 00.0% | Unchanged |
| BlackRock Inc. | 794,259 | $29.5M | 0.00% | +41,353+5.5% | Added |
| T. Rowe Price Investment Management, Inc. | 798,699 | $29.6M | 0.02% | −3230.0% | Reduced |
| 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 |