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 2024
Institutional positions in Southern First Bancshares Inc as of Dec 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
- 94
- −6 vs. Q3 2024
- Shares held
- 6.48M
- +134.3K (+2.1%) vs. Q3 2024
- Total value
- $257.5M
- +$41.3M (+19.1%) vs. Q3 2024
- New holders
- 4
- 33 more added
- Sold out
- 10
- 28 more reduced
1 institution that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2024: 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 2024
Shares, value and share of portfolio for each institution holding Southern First Bancshares Inc; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FJ Capital Management LLC | 807,223 | $32.1M | 3.72% | 00.0% | Unchanged |
| T. Rowe Price Investment Management, Inc. | 797,043 | $31.7M | 0.02% | +2,026+0.3% | Added |
| BlackRock, Inc. | 770,562 | $30.6M | 0.00% | −1,703−0.2% | Reduced |
| Endeavour Capital Advisors Inc | 580,408 | $23.1M | 7.35% | −2,100−0.4% | Reduced |
| Vanguard Group Inc | 421,300 | $16.7M | 0.00% | +1,249+0.3% | Added |
| Dimensional Fund Advisors LP | 350,875 | $13.9M | 0.00% | +10,854+3.2% | Added |
| Banc Funds Co LLC | 319,035 | $12.7M | 1.40% | −51,208−13.8% | Reduced |
| Ameriprise Financial Inc | 278,549 | $11.1M | 0.00% | +1,610+0.6% | Added |
| rhino investment partners, Inc | 230,221 | $9.15M | 2.02% | +222,640+2,936.8% | Added |
| Geode Capital Management, LLC | 171,388 | $6.81M | 0.00% | +181+0.1% | Added |
| State Street Corp | 163,694 | $6.51M | 0.00% | +7,156+4.6% | Added |
| Alliancebernstein L.P. | 129,510 | $5.15M | 0.00% | −5,845−4.3% | Reduced |
| Renaissance Technologies LLC | 103,607 | $4.12M | 0.01% | −1,200−1.1% | Reduced |
| American Century Companies Inc | 97,559 | $3.88M | 0.00% | +14,966+18.1% | Added |
| Northern Trust Corp | 79,280 | $3.15M | 0.00% | +2,560+3.3% | Added |
| Hotchkis & Wiley Capital Management LLC | 67,184 | $2.67M | 0.01% | −5,300−7.3% | Reduced |
| Wellington Management Group LLP | 65,440 | $2.60M | 0.00% | +11,537+21.4% | Added |
| Russell Investments Group, Ltd. | 63,557 | $2.53M | 0.00% | −4,158−6.1% | Reduced |
| Goldman Sachs Group Inc | 63,529 | $2.53M | 0.00% | −1,289−2.0% | Reduced |
| SeaCrest Wealth Management, LLC | 58,806 | $2.34M | 0.25% | −12,454−17.5% | Reduced |
| Morgan Stanley | 54,557 | $2.17M | 0.00% | −7,632−12.3% | Reduced |
| Bridgeway Capital Management, LLC | 53,443 | $2.12M | 0.05% | +675+1.3% | Added |
| Acadian Asset Management LLC | 53,207 | $2.11M | 0.01% | −2,277−4.1% | Reduced |
| Assenagon Asset Management S.A. | 44,643 | $1.77M | 0.00% | +13,503+43.4% | Added |
| Koss-Olinger Consulting, LLC | 42,397 | $1.69M | 0.15% | +42,397 | New |
| Royal Bank of Canada | 34,020 | $1.35M | 0.00% | −1,576−4.4% | Reduced |
| Gabelli Funds LLC | 33,041 | $1.31M | 0.01% | +300+0.9% | Added |
| Abacus Planning Group, Inc. | 31,123 | $1.24M | 0.22% | −703−2.2% | Reduced |
| Captrust Financial Advisors | 30,451 | $1.21M | 0.00% | −42,583−58.3% | Reduced |
| JPMorgan Chase & Co | 26,769 | $1.06M | 0.00% | +12,251+84.4% | Added |
| Barclays PLC | 25,312 | $1.01M | 0.00% | +90.0% | Added |
| Gamco Investors, Inc. Et Al | 24,500 | $973.9K | 0.01% | 00.0% | Unchanged |
| Teton Advisors, Inc. | 22,000 | $874.5K | 0.45% | −6,000−21.4% | Reduced |
| Charles Schwab Investment Management Inc | 21,570 | $857.4K | 0.00% | +88+0.4% | Added |
| Bank of New York Mellon Corp | 21,539 | $856.2K | 0.00% | −2,973−12.1% | Reduced |
| Nuveen Asset Management, LLC | 18,714 | $743.9K | 0.00% | 00.0% | Unchanged |
| Invesco Ltd. | 17,581 | $698.8K | 0.00% | +212+1.2% | Added |
| UBS Group AG | 16,018 | $636.7K | 0.00% | +10,558+193.4% | Added |
| Jacobs Levy Equity Management, Inc | 15,746 | $625.9K | 0.00% | +462+3.0% | Added |
| Sheets Smith Wealth Management | 15,191 | $603.8K | 0.07% | +490+3.3% | Added |
| Empowered Funds, LLC | 15,105 | $600.4K | 0.01% | +675+4.7% | Added |
| STRS Ohio | 13,600 | $540.6K | 0.00% | −2,600−16.0% | Reduced |
| Citadel Advisors LLC | 13,178 | $523.8K | 0.00% | −9,163−41.0% | Reduced |
| De Lisle Partners LLP | 12,591 | $503.0K | 0.07% | 00.0% | Unchanged |
| Rhumbline Advisers | 12,506 | $497.1K | 0.00% | +813+7.0% | Added |
| GWM Advisors LLC | 12,455 | $495.1K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 12,260 | $487.3K | 0.05% | 00.0% | Unchanged |
| Trexquant Investment LP | 10,540 | $419.0K | 0.00% | −3,597−25.4% | Reduced |
| State of Wisconsin Investment Board | 9,400 | $373.6K | 0.00% | +900+10.6% | Added |
| Bank of America Corp | 9,114 | $362.3K | 0.00% | +2,455+36.9% | Added |
| Foster Victor Wealth Advisors, LLC | 9,656 | $357.1K | 0.03% | −639−6.2% | Reduced |
| Cornercap Investment Counsel Inc | 8,168 | $324.7K | 0.10% | 00.0% | Unchanged |
| Long Focus Capital Management, LLC | 7,964 | $316.6K | 0.02% | −2,036−20.4% | Reduced |
| D. E. Shaw & Co., Inc. | 7,950 | $316.0K | 0.00% | −327−4.0% | Reduced |
| Mendon Capital Advisors Corp | 7,842 | $311.7K | 0.18% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 7,695 | $305.9K | 0.16% | −147−1.9% | Reduced |
| Colton Groome Financial Advisors, LLC | 7,675 | $305.1K | 0.12% | 00.0% | Unchanged |
| Wells Fargo & Company | 7,506 | $298.4K | 0.00% | +986+15.1% | Added |
| Deutsche Bank AG | 7,194 | $286.0K | 0.00% | +7,194 | New |
| Citigroup Inc | 6,412 | $254.9K | 0.00% | +787+14.0% | Added |
| Princeton Capital Management LLC | 6,000 | $238.5K | 0.07% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 5,896 | $234.4K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 5,725 | $227.6K | 0.02% | +877+18.1% | Added |
| Wagner Wealth Management, LLC | 5,556 | $220.9K | 0.06% | −5,690−50.6% | Reduced |
| MetLife Investment Management | 4,454 | $177.0K | 0.00% | −638−12.5% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 4,398 | $174.8K | 0.00% | +212+5.1% | Added |
| SG Americas Securities, LLC | 4,041 | $161.0K | 0.00% | +1,065+35.8% | Added |
| Corebridge Financial, Inc. | 3,837 | $152.5K | 0.00% | −290−7.0% | Reduced |
| New York State Common Retirement Fund | 2,763 | $109.8K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 2,391 | $95.0K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 2,232 | $88.7K | 0.00% | +2,232 | New |
| Signaturefd, LLC | 1,904 | $75.7K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1,459 | $58.0K | 0.00% | +2+0.1% | Added |
| BNP Paribas Arbitrage, SA | 1,328 | $52.8K | 0.00% | −738−35.7% | Reduced |
| Colonial Trust Co | 1,205 | $47.9K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,011 | $40.2K | 0.00% | −1,222−54.7% | Reduced |
| Legal & General Group Plc | 726 | $28.9K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 690 | $27.4K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 613 | $24.4K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 608 | $24.2K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 559 | $22.2K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 558 | $22.2K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 324 | $13.0K | 0.00% | +27+9.1% | Added |
| ORG Partners LLC | 274 | $10.9K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 259 | $10.0K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 247 | $9.82K | 0.00% | +223+929.2% | Added |
| Anchor Investment Management, LLC | 218 | $8.67K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 125 | $4.97K | 0.00% | +125 | New |
| GAMMA Investing LLC | 72 | $2.86K | 0.00% | +23+46.9% | Added |
| EverSource Wealth Advisors, LLC | 70 | $2.78K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 67 | $2.66K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 50 | $1.99K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 15 | $596 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 3 | $120 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 0 | $0 | 0.00% | −96−100.0% | Sold out |
| Fourthstone LLC | 0 | $0 | 0.00% | −33,897−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −8,562−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −7,462−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −7,239−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −6,100−100.0% | Sold out |