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 2024
Institutional positions in Southern First Bancshares Inc as of Mar 31, 2024. 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
- 91
- 0 vs. Q4 2023
- Shares held
- 6.33M
- +42.7K (+0.7%) vs. Q4 2023
- Total value
- $201.1M
- −$32.3M (−13.9%) vs. Q4 2023
- New holders
- 10
- 25 more added
- Sold out
- 10
- 32 more reduced
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Southern First Bancshares Inc; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FJ Capital Management LLC | 807,223 | $25.6M | 2.61% | +16,214+2.0% | Added |
| BlackRock Inc. | 759,984 | $24.1M | 0.00% | −34,275−4.3% | Reduced |
| T. Rowe Price Investment Management, Inc. | 755,663 | $24.0M | 0.01% | −43,036−5.4% | Reduced |
| Endeavour Capital Advisors Inc | 523,467 | $16.6M | 5.75% | +62,592+13.6% | Added |
| Vanguard Group Inc | 413,259 | $13.1M | 0.00% | +16,012+4.0% | Added |
| Banc Funds Co LLC | 399,213 | $12.7M | 1.43% | −19,360−4.6% | Reduced |
| Dimensional Fund Advisors LP | 312,863 | $9.94M | 0.00% | +25,076+8.7% | Added |
| Ameriprise Financial Inc | 272,628 | $8.66M | 0.00% | +17,036+6.7% | Added |
| Geode Capital Management, LLC | 160,635 | $5.10M | 0.00% | +6,255+4.1% | Added |
| State Street Corp | 156,182 | $4.96M | 0.00% | +6,082+4.1% | Added |
| SeaCrest Wealth Management, LLC | 139,310 | $4.42M | 0.54% | +1,730+1.3% | Added |
| Alliancebernstein L.P. | 134,335 | $4.27M | 0.00% | +280+0.2% | Added |
| Wellington Management Group LLP | 108,636 | $3.45M | 0.00% | −42,800−28.3% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 90,884 | $2.89M | 0.01% | −4,310−4.5% | Reduced |
| Renaissance Technologies LLC | 84,507 | $2.68M | 0.00% | +4,000+5.0% | Added |
| American Century Companies Inc | 82,640 | $2.62M | 0.00% | +14,625+21.5% | Added |
| Northern Trust Corp | 80,213 | $2.55M | 0.00% | +1,186+1.5% | Added |
| Captrust Financial Advisors | 72,939 | $2.32M | 0.01% | −1,865−2.5% | Reduced |
| Russell Investments Group, Ltd. | 61,800 | $1.96M | 0.00% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 60,000 | $1.91M | 0.06% | −30,621−33.8% | Reduced |
| Morgan Stanley | 58,614 | $1.86M | 0.00% | −1,698−2.8% | Reduced |
| Acadian Asset Management LLC | 54,457 | $1.73M | 0.01% | +14,545+36.4% | Added |
| Bridgeway Capital Management, LLC | 39,898 | $1.27M | 0.03% | +875+2.2% | Added |
| Teton Advisors, Inc. | 37,500 | $1.19M | 0.42% | −500−1.3% | Reduced |
| PMC FIG Opportunities LLC | 34,000 | $1.08M | 1.62% | +1,000+3.0% | Added |
| Invesco Ltd. | 33,867 | $1.08M | 0.00% | +20,941+162.0% | Added |
| Goldman Sachs Group Inc | 33,657 | $1.07M | 0.00% | −5,791−14.7% | Reduced |
| Royal Bank of Canada | 33,559 | $1.06M | 0.00% | −2,112−5.9% | Reduced |
| Abacus Planning Group, Inc. | 31,826 | $1.01M | 0.20% | −28−0.1% | Reduced |
| Bank of New York Mellon Corp | 29,709 | $943.6K | 0.00% | −618−2.0% | Reduced |
| Assenagon Asset Management S.A. | 27,475 | $872.6K | 0.00% | −204−0.7% | Reduced |
| Gabelli Funds LLC | 25,443 | $808.1K | 0.01% | +16,400+181.4% | Added |
| Gamco Investors, Inc. Et Al | 24,000 | $762.2K | 0.01% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 22,557 | $716.4K | 0.00% | −149−0.7% | Reduced |
| Charles Schwab Investment Management Inc | 20,510 | $651.4K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 20,163 | $640.4K | 0.00% | −6,684−24.9% | Reduced |
| Nuveen Asset Management, LLC | 18,714 | $594.4K | 0.00% | 00.0% | Unchanged |
| Kennedy Capital Management, Inc. | 17,094 | $542.9K | 0.01% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 16,645 | $528.6K | 0.08% | +16,645 | New |
| Millennium Management LLC | 16,382 | $520.3K | 0.00% | +16,382 | New |
| STRS Ohio | 15,600 | $495.0K | 0.00% | −600−3.7% | Reduced |
| Sheets Smith Wealth Management | 14,701 | $466.9K | 0.05% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 14,641 | $465.0K | 0.00% | +6,727+85.0% | Added |
| Empowered Funds, LLC | 12,860 | $408.4K | 0.01% | +875+7.3% | Added |
| Citadel Advisors LLC | 12,435 | $394.9K | 0.00% | +12,435 | New |
| GWM Advisors LLC | 12,405 | $394.0K | 0.00% | −475−3.7% | Reduced |
| Quadrature Capital Ltd | 12,434 | $393.7K | 0.01% | +12,434 | New |
| Godsey & Gibb Associates | 12,260 | $389.4K | 0.04% | −600−4.7% | Reduced |
| Rhumbline Advisers | 11,651 | $370.0K | 0.00% | +265+2.3% | Added |
| Gsa Capital Partners LLP | 10,956 | $348.0K | 0.03% | −9,165−45.5% | Reduced |
| De Lisle Partners LLP | 10,891 | $345.3K | 0.08% | +10,891 | New |
| State of Wisconsin Investment Board | 10,500 | $333.5K | 0.00% | −4,900−31.8% | Reduced |
| UBS Group AG | 7,918 | $251.5K | 0.00% | −904−10.2% | Reduced |
| Mendon Capital Advisors Corp | 7,617 | $241.9K | 0.14% | −82−1.1% | Reduced |
| ELCO Management Co., LLC | 7,617 | $241.9K | 0.15% | −82−1.1% | Reduced |
| Foster Victor Wealth Advisors, LLC | 8,369 | $225.3K | 0.02% | +8,369 | New |
| Two Sigma Advisers, LP | 6,900 | $219.1K | 0.00% | −500−6.8% | Reduced |
| Trexquant Investment LP | 6,534 | $207.5K | 0.00% | +6,534 | New |
| D. E. Shaw & Co., Inc. | 6,509 | $206.7K | 0.00% | +6,509 | New |
| Northwestern Mutual Wealth Management Co | 5,896 | $187.3K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 5,598 | $177.8K | 0.00% | −513−8.4% | Reduced |
| Bank of America Corp | 5,299 | $168.3K | 0.00% | −10,381−66.2% | Reduced |
| Wells Fargo & Company | 5,238 | $166.3K | 0.00% | +674+14.8% | Added |
| Colonial Trust Advisors | 4,573 | $145.2K | 0.01% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 3,921 | $124.5K | 0.00% | +1,895+93.5% | Added |
| American International Group, Inc. | 3,782 | $120.1K | 0.00% | −33−0.9% | Reduced |
| MetLife Investment Management | 3,760 | $119.4K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 3,448 | $109.5K | 0.00% | −149−4.1% | Reduced |
| FinTrust Capital Advisors, LLC | 2,780 | $88.3K | 0.02% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 2,764 | $87.8K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,904 | $60.5K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 1,440 | $45.7K | 0.00% | +349+32.0% | Added |
| FMR LLC | 1,204 | $38.2K | 0.00% | +69+6.1% | Added |
| South State Corp. | 804 | $25.5K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 772 | $24.5K | 0.00% | −491−38.9% | Reduced |
| Ronald Blue Trust, Inc. | 690 | $21.9K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 613 | $19.5K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 608 | $19.3K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 560 | $17.8K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 558 | $17.7K | 0.01% | +558 | New |
| Metropolitan Life Insurance Co | 476 | $15.1K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 259 | $8.00K | 0.00% | −443−63.1% | Reduced |
| Anchor Investment Management, LLC | 218 | $6.92K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 118 | $3.75K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 97 | $3.08K | 0.00% | −394−80.2% | Reduced |
| Proequities, Inc. | 96 | $3.05K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 67 | $2.13K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 52 | $1.34K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 43 | $1.00K | 0.00% | +2+4.9% | Added |
| Nisa Investment Advisors, LLC | 27 | $858 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1 | $31 | 0.00% | +1 | New |
| Long Focus Capital Management, LLC | 0 | $0 | 0.00% | −17,330−100.0% | Sold out |
| rhino investment partners, Inc | 0 | $0 | 0.00% | −14,845−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −6,189−100.0% | 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 |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −4,232−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −438−100.0% | Sold out |
| Covestor Ltd | 0 | $0 | 0.00% | −13−100.0% | Sold out |