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