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, Q2 2025
Institutional positions in Southern First Bancshares Inc as of Jun 30, 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
- 102
- +5 vs. Q1 2025
- Shares held
- 6.46M
- +52.5K (+0.8%) vs. Q1 2025
- Total value
- $245.7M
- +$34.8M (+16.5%) vs. Q1 2025
- New holders
- 12
- 29 more added
- Sold out
- 7
- 31 more reduced
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Southern First Bancshares Inc; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| T. Rowe Price Investment Management, Inc. | 808,440 | $30.7M | 0.02% | +5,466+0.7% | Added |
| FJ Capital Management LLC | 807,223 | $30.7M | 3.26% | 00.0% | Unchanged |
| BlackRock, Inc. | 736,638 | $28.0M | 0.00% | −22,541−3.0% | Reduced |
| Endeavour Capital Advisors Inc | 589,016 | $22.4M | 7.71% | 00.0% | Unchanged |
| Vanguard Group Inc | 421,073 | $16.0M | 0.00% | +312+0.1% | Added |
| Dimensional Fund Advisors LP | 370,067 | $14.1M | 0.00% | +9,167+2.5% | Added |
| Banc Funds Co LLC | 286,704 | $10.9M | 1.65% | −13,216−4.4% | Reduced |
| Ameriprise Financial Inc | 279,811 | $10.6M | 0.00% | −1100.0% | Reduced |
| rhino investment partners, Inc | 210,121 | $7.99M | 2.19% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 180,585 | $6.87M | 0.00% | +3,825+2.2% | Added |
| State Street Corp | 159,910 | $6.08M | 0.00% | −1,454−0.9% | Reduced |
| Alliancebernstein L.P. | 157,376 | $5.99M | 0.00% | +18,045+13.0% | Added |
| Fourthstone LLC | 129,174 | $4.91M | 0.96% | +62,993+95.2% | Added |
| American Century Companies Inc | 98,571 | $3.75M | 0.00% | −2,890−2.8% | Reduced |
| Renaissance Technologies LLC | 96,407 | $3.67M | 0.00% | −2,900−2.9% | Reduced |
| Northern Trust Corp | 74,566 | $2.84M | 0.00% | −3,975−5.1% | Reduced |
| Goldman Sachs Group Inc | 58,311 | $2.22M | 0.00% | −8,292−12.4% | Reduced |
| Morgan Stanley | 56,060 | $2.13M | 0.00% | +3,033+5.7% | Added |
| Bridgeway Capital Management, LLC | 52,058 | $1.98M | 0.05% | +3,383+7.0% | Added |
| Acadian Asset Management LLC | 52,014 | $1.98M | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 50,721 | $1.93M | 0.00% | −8,071−13.7% | Reduced |
| Zacks Investment Management | 45,058 | $1.71M | 0.01% | +45,058 | New |
| Koss-Olinger Consulting, LLC | 42,397 | $1.61M | 0.13% | 00.0% | Unchanged |
| Gabelli Funds LLC | 41,850 | $1.59M | 0.01% | +5,200+14.2% | Added |
| Wellington Management Group LLP | 35,981 | $1.37M | 0.00% | +1,872+5.5% | Added |
| Royal Bank of Canada | 32,717 | $1.24M | 0.00% | −2,193−6.3% | Reduced |
| Captrust Financial Advisors | 31,190 | $1.19M | 0.00% | +67+0.2% | Added |
| Abacus Planning Group, Inc. | 31,123 | $1.18M | 0.18% | 00.0% | Unchanged |
| Barclays PLC | 31,095 | $1.18M | 0.00% | +5,318+20.6% | Added |
| Assenagon Asset Management S.A. | 30,984 | $1.18M | 0.00% | −12,322−28.5% | Reduced |
| Gamco Investors, Inc. Et Al | 25,500 | $969.8K | 0.01% | 00.0% | Unchanged |
| Citadel Advisors LLC | 22,795 | $866.9K | 0.00% | +14,869+187.6% | Added |
| Charles Schwab Investment Management Inc | 22,574 | $858.5K | 0.00% | +898+4.1% | Added |
| Bank of New York Mellon Corp | 22,091 | $840.1K | 0.00% | +1,025+4.9% | Added |
| Empowered Funds, LLC | 20,173 | $767.2K | 0.01% | +1,536+8.2% | Added |
| SeaCrest Wealth Management, LLC | 19,071 | $725.3K | 0.08% | −38,600−66.9% | Reduced |
| Teton Advisors, Inc. | 18,000 | $684.5K | 0.42% | −3,000−14.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 16,368 | $653.9K | 0.00% | +16,368 | New |
| Sheets Smith Wealth Management | 16,097 | $612.2K | 0.07% | +292+1.8% | Added |
| Nuveen, LLC | 14,635 | $556.6K | 0.00% | −4,079−21.8% | Reduced |
| STRS Ohio | 13,900 | $528.6K | 0.00% | +300+2.2% | Added |
| De Lisle Partners LLP | 12,591 | $479.7K | 0.07% | 00.0% | Unchanged |
| Invesco Ltd. | 12,425 | $472.5K | 0.00% | −2,493−16.7% | Reduced |
| Rhumbline Advisers | 12,085 | $459.6K | 0.00% | +51+0.4% | Added |
| Godsey & Gibb Associates | 11,660 | $443.4K | 0.04% | 00.0% | Unchanged |
| Foster Victor Wealth Advisors, LLC | 10,287 | $408.8K | 0.03% | 00.0% | Unchanged |
| GWM Advisors LLC | 10,257 | $390.1K | 0.00% | −2,198−17.6% | Reduced |
| Susquehanna International Group, LLP | 10,190 | $387.5K | 0.00% | −3,145−23.6% | Reduced |
| AQR Capital Management LLC | 9,478 | $360.4K | 0.00% | +9,478 | New |
| Jane Street Group, LLC | 9,458 | $359.7K | 0.00% | +268+2.9% | Added |
| Squarepoint Ops LLC | 9,457 | $359.6K | 0.00% | +9,457 | New |
| State of Wisconsin Investment Board | 9,300 | $353.7K | 0.00% | +1,200+14.8% | Added |
| Wagner Wealth Management, LLC | 8,744 | $332.5K | 0.08% | +438+5.3% | Added |
| Wells Fargo & Company | 8,245 | $313.5K | 0.00% | +612+8.0% | Added |
| Northwestern Mutual Wealth Management Co | 8,235 | $313.2K | 0.00% | −300−3.5% | Reduced |
| Bank of America Corp | 7,996 | $304.1K | 0.00% | −1,168−12.7% | Reduced |
| Long Focus Capital Management, LLC | 7,964 | $302.9K | 0.02% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 7,695 | $292.6K | 0.00% | −687−8.2% | Reduced |
| Colton Groome Financial Advisors, LLC | 7,675 | $291.9K | 0.10% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 6,949 | $264.3K | 0.14% | 00.0% | Unchanged |
| UBS Group AG | 6,850 | $260.5K | 0.00% | −445−6.1% | Reduced |
| JPMorgan Chase & Co | 6,137 | $233.4K | 0.00% | −6,816−52.6% | Reduced |
| Trexquant Investment LP | 6,130 | $233.1K | 0.00% | −9,090−59.7% | Reduced |
| Panagora Asset Management Inc | 6,082 | $231.3K | 0.00% | +6,082 | New |
| Millennium Management LLC | 5,882 | $223.7K | 0.00% | −2,422−29.2% | Reduced |
| Colonial Trust Advisors | 4,848 | $184.4K | 0.02% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 4,448 | $169.2K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 4,294 | $163.3K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 3,115 | $118.5K | 0.00% | −2,712−46.5% | Reduced |
| Deutsche Bank AG | 3,105 | $118.1K | 0.00% | −2,463−44.2% | Reduced |
| New York State Common Retirement Fund | 2,763 | $105.1K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 2,232 | $84.9K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Inc | 1,962 | $74.6K | 0.00% | +1,962 | New |
| Signaturefd, LLC | 1,904 | $72.4K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,633 | $62.1K | 0.00% | +990+154.0% | Added |
| FMR LLC | 1,463 | $55.6K | 0.00% | −7−0.5% | Reduced |
| BNP Paribas Arbitrage, SA | 1,380 | $52.5K | 0.00% | +308+28.7% | Added |
| Colonial Trust Co | 1,205 | $45.8K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 811 | $31.0K | 0.00% | +202+33.2% | Added |
| Legal & General Group Plc | 726 | $27.6K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 613 | $23.3K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 559 | $21.3K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 469 | $17.8K | 0.00% | +469 | New |
| Ronald Blue Trust, Inc. | 438 | $16.7K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 397 | $15.1K | 0.00% | −211−34.7% | Reduced |
| ORG Partners LLC | 268 | $10.5K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 259 | $10.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 262 | $9.96K | 0.00% | −32−10.9% | Reduced |
| Anchor Investment Management, LLC | 218 | $8.29K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 207 | $7.87K | 0.00% | +74+55.6% | Added |
| GAMMA Investing LLC | 112 | $4.26K | 0.00% | −101−47.4% | Reduced |
| EverSource Wealth Advisors, LLC | 86 | $3.27K | 0.00% | +12+16.2% | Added |
| Comerica Bank | 67 | $2.55K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 62 | $2.36K | 0.00% | +51+463.6% | Added |
| Allworth Financial LP | 35 | $1.33K | 0.00% | +35 | New |
| Huntington National Bank | 34 | $1.29K | 0.00% | +34 | New |
| Nisa Investment Advisors, LLC | 15 | $570 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 12 | $457 | 0.00% | +12 | New |
| IFP Advisors, Inc | 3 | $190 | 0.00% | +3 | New |
| Essential Partners LLC | 4 | $152 | 0.00% | +4 | New |