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 2025
Institutional positions in Southern First Bancshares Inc as of Mar 31, 2025. 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
- 97
- +4 vs. Q4 2024
- Shares held
- 6.41M
- −52.6K (−0.8%) vs. Q4 2024
- Total value
- $210.9M
- −$45.8M (−17.8%) vs. Q4 2024
- New holders
- 10
- 29 more added
- Sold out
- 6
- 38 more reduced
1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Southern First Bancshares Inc; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FJ Capital Management LLC | 807,223 | $26.6M | 2.75% | 00.0% | Unchanged |
| T. Rowe Price Investment Management, Inc. | 802,974 | $26.4M | 0.02% | +5,931+0.7% | Added |
| BlackRock, Inc. | 759,179 | $25.0M | 0.00% | −11,383−1.5% | Reduced |
| Endeavour Capital Advisors Inc | 589,016 | $19.4M | 7.20% | +8,608+1.5% | Added |
| Vanguard Group Inc | 420,761 | $13.9M | 0.00% | −539−0.1% | Reduced |
| Dimensional Fund Advisors LP | 360,900 | $11.9M | 0.00% | +10,025+2.9% | Added |
| Banc Funds Co LLC | 299,920 | $9.87M | 1.30% | −19,115−6.0% | Reduced |
| Ameriprise Financial Inc | 279,921 | $9.21M | 0.00% | +1,372+0.5% | Added |
| rhino investment partners, Inc | 210,121 | $6.92M | 1.71% | −20,100−8.7% | Reduced |
| Geode Capital Management, LLC | 176,760 | $5.82M | 0.00% | +5,372+3.1% | Added |
| State Street Corp | 161,364 | $5.31M | 0.00% | −2,330−1.4% | Reduced |
| Alliancebernstein L.P. | 139,331 | $4.59M | 0.00% | +9,821+7.6% | Added |
| American Century Companies Inc | 101,461 | $3.34M | 0.00% | +3,902+4.0% | Added |
| Renaissance Technologies LLC | 99,307 | $3.27M | 0.00% | −4,300−4.2% | Reduced |
| Northern Trust Corp | 78,541 | $2.59M | 0.00% | −739−0.9% | Reduced |
| Goldman Sachs Group Inc | 66,603 | $2.19M | 0.00% | +3,074+4.8% | Added |
| Fourthstone LLC | 66,181 | $2.18M | 0.54% | +66,181 | New |
| Russell Investments Group, Ltd. | 58,792 | $1.94M | 0.00% | −4,765−7.5% | Reduced |
| SeaCrest Wealth Management, LLC | 57,671 | $1.90M | 0.21% | −1,135−1.9% | Reduced |
| Morgan Stanley | 53,027 | $1.75M | 0.00% | −1,530−2.8% | Reduced |
| Acadian Asset Management LLC | 52,014 | $1.71M | 0.00% | −1,193−2.2% | Reduced |
| Bridgeway Capital Management, LLC | 48,675 | $1.60M | 0.04% | −4,768−8.9% | Reduced |
| Assenagon Asset Management S.A. | 43,306 | $1.43M | 0.00% | −1,337−3.0% | Reduced |
| Koss-Olinger Consulting, LLC | 42,397 | $1.40M | 0.12% | 00.0% | Unchanged |
| Gabelli Funds LLC | 36,650 | $1.21M | 0.01% | +3,609+10.9% | Added |
| Royal Bank of Canada | 34,910 | $1.15M | 0.00% | +890+2.6% | Added |
| Wellington Management Group LLP | 34,109 | $1.12M | 0.00% | −31,331−47.9% | Reduced |
| Abacus Planning Group, Inc. | 31,123 | $1.02M | 0.18% | 00.0% | Unchanged |
| Captrust Financial Advisors | 31,123 | $1.02M | 0.00% | +672+2.2% | Added |
| Barclays PLC | 25,777 | $848.6K | 0.00% | +465+1.8% | Added |
| Gamco Investors, Inc. Et Al | 25,500 | $839.5K | 0.01% | +1,000+4.1% | Added |
| Charles Schwab Investment Management Inc | 21,676 | $713.6K | 0.00% | +106+0.5% | Added |
| Bank of New York Mellon Corp | 21,066 | $693.5K | 0.00% | −473−2.2% | Reduced |
| Teton Advisors, Inc. | 21,000 | $691.3K | 0.43% | −1,000−4.5% | Reduced |
| Nuveen, LLC | 18,714 | $616.1K | 0.00% | +18,714 | New |
| Empowered Funds, LLC | 18,637 | $613.5K | 0.01% | +3,532+23.4% | Added |
| Sheets Smith Wealth Management | 15,805 | $520.3K | 0.06% | +614+4.0% | Added |
| Trexquant Investment LP | 15,220 | $501.0K | 0.01% | +4,680+44.4% | Added |
| Invesco Ltd. | 14,918 | $491.1K | 0.00% | −2,663−15.1% | Reduced |
| STRS Ohio | 13,600 | $447.7K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 13,335 | $439.0K | 0.00% | +13,335 | New |
| JPMorgan Chase & Co | 12,953 | $426.4K | 0.00% | −13,816−51.6% | Reduced |
| De Lisle Partners LLP | 12,591 | $415.6K | 0.07% | 00.0% | Unchanged |
| GWM Advisors LLC | 12,455 | $410.0K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 12,034 | $396.2K | 0.00% | −472−3.8% | Reduced |
| Godsey & Gibb Associates | 11,660 | $383.8K | 0.04% | −600−4.9% | Reduced |
| Foster Victor Wealth Advisors, LLC | 10,287 | $316.5K | 0.03% | +631+6.5% | Added |
| Jane Street Group, LLC | 9,190 | $302.5K | 0.00% | +9,190 | New |
| Bank of America Corp | 9,164 | $301.7K | 0.00% | +50+0.5% | Added |
| Northwestern Mutual Wealth Management Co | 8,535 | $281.0K | 0.00% | +2,639+44.8% | Added |
| D. E. Shaw & Co., Inc. | 8,382 | $275.9K | 0.00% | +432+5.4% | Added |
| Wagner Wealth Management, LLC | 8,306 | $273.4K | 0.07% | +2,750+49.5% | Added |
| Millennium Management LLC | 8,304 | $273.4K | 0.00% | +8,304 | New |
| Colton Groome Financial Advisors, LLC | 7,675 | $272.5K | 0.11% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 8,100 | $266.7K | 0.00% | −1,300−13.8% | Reduced |
| Long Focus Capital Management, LLC | 7,964 | $262.2K | 0.02% | 00.0% | Unchanged |
| Citadel Advisors LLC | 7,926 | $260.9K | 0.00% | −5,252−39.9% | Reduced |
| Wells Fargo & Company | 7,633 | $251.3K | 0.00% | +127+1.7% | Added |
| UBS Group AG | 7,295 | $240.2K | 0.00% | −8,723−54.5% | Reduced |
| Mendon Capital Advisors Corp | 7,096 | $233.6K | 0.11% | −746−9.5% | Reduced |
| ELCO Management Co., LLC | 6,949 | $228.8K | 0.13% | −746−9.7% | Reduced |
| Citigroup Inc | 5,827 | $191.8K | 0.00% | −585−9.1% | Reduced |
| Deutsche Bank AG | 5,568 | $183.3K | 0.00% | −1,626−22.6% | Reduced |
| Colonial Trust Advisors | 4,848 | $159.6K | 0.01% | −877−15.3% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 4,638 | $152.7K | 0.00% | +240+5.5% | Added |
| Advisor Group Holdings, Inc. | 4,448 | $146.4K | 0.00% | +4,448 | New |
| MetLife Investment Management | 4,294 | $141.4K | 0.00% | −160−3.6% | Reduced |
| Corebridge Financial, Inc. | 3,781 | $124.5K | 0.00% | −56−1.5% | Reduced |
| SG Americas Securities, LLC | 3,463 | $114.0K | 0.00% | −578−14.3% | Reduced |
| New York State Common Retirement Fund | 2,763 | $91.0K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 2,232 | $73.5K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,904 | $62.7K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1,470 | $48.4K | 0.00% | +11+0.8% | Added |
| Colonial Trust Co | 1,205 | $39.7K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 1,191 | $39.2K | 0.00% | −1,200−50.2% | Reduced |
| BNP Paribas Arbitrage, SA | 1,072 | $35.3K | 0.00% | −256−19.3% | Reduced |
| Legal & General Group Plc | 726 | $23.9K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 643 | $21.2K | 0.00% | −368−36.4% | Reduced |
| Ameritas Investment Partners, Inc. | 613 | $20.2K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 608 | $20.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 609 | $20.0K | 0.00% | +285+88.0% | Added |
| California State Teachers Retirement System | 559 | $18.4K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 438 | $14.4K | 0.00% | −252−36.5% | Reduced |
| Versant Capital Management, Inc | 294 | $9.68K | 0.00% | +169+135.2% | Added |
| Amalgamated Bank | 259 | $9.00K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 268 | $8.85K | 0.00% | −6−2.2% | Reduced |
| Anchor Investment Management, LLC | 218 | $7.18K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 213 | $7.01K | 0.00% | +141+195.8% | Added |
| Sterling Capital Management LLC | 133 | $4.38K | 0.00% | −114−46.2% | Reduced |
| Picton Mahoney Asset Management | 128 | $4.00K | 0.00% | +128 | New |
| EverSource Wealth Advisors, LLC | 74 | $2.44K | 0.00% | +4+5.7% | Added |
| Coldstream Capital Management Inc | 71 | $2.34K | 0.00% | +71 | New |
| Comerica Bank | 67 | $2.21K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 15 | $494 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 13 | $428 | 0.00% | +13 | New |
| Smartleaf Asset Management LLC | 11 | $366 | 0.00% | −39−78.0% | Reduced |
| Avion Wealth | 16 | $0 | 0.00% | +16 | New |
| Hotchkis & Wiley Capital Management LLC | 0 | $0 | 0.00% | −67,184−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −15,746−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −8,168−100.0% | Sold out |