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, Q3 2025
Institutional positions in Southern First Bancshares Inc as of Sep 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
- 116
- +15 vs. Q2 2025
- Shares held
- 6.55M
- +105.0K (+1.6%) vs. Q2 2025
- Total value
- $288.6M
- +$43.5M (+17.8%) vs. Q2 2025
- New holders
- 19
- 40 more added
- Sold out
- 4
- 24 more reduced
1 institution that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Southern First Bancshares Inc; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FJ Capital Management LLC | 807,223 | $35.6M | 3.83% | 00.0% | Unchanged |
| T. Rowe Price Investment Management, Inc. | 806,331 | $35.6M | 0.02% | −2,109−0.3% | Reduced |
| BlackRock, Inc. | 727,218 | $32.1M | 0.00% | −9,420−1.3% | Reduced |
| Endeavour Capital Advisors Inc | 586,014 | $25.9M | 7.82% | −3,002−0.5% | Reduced |
| Vanguard Group Inc | 431,814 | $19.1M | 0.00% | +10,741+2.6% | Added |
| Dimensional Fund Advisors LP | 375,382 | $16.6M | 0.00% | +5,315+1.4% | Added |
| Ameriprise Financial Inc | 271,671 | $12.0M | 0.00% | −8,140−2.9% | Reduced |
| rhino investment partners, Inc | 210,121 | $9.27M | 2.92% | 00.0% | Unchanged |
| Banc Funds Co LLC | 205,874 | $9.08M | 1.59% | −80,830−28.2% | Reduced |
| Geode Capital Management, LLC | 179,608 | $7.93M | 0.00% | −977−0.5% | Reduced |
| State Street Corp | 160,684 | $7.09M | 0.00% | +774+0.5% | Added |
| Fourthstone LLC | 158,754 | $7.00M | 1.26% | +29,580+22.9% | Added |
| Alliancebernstein L.P. | 157,376 | $6.94M | 0.00% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 117,007 | $5.16M | 0.01% | +20,600+21.4% | Added |
| American Century Companies Inc | 106,209 | $4.69M | 0.00% | +7,638+7.7% | Added |
| Acadian Asset Management LLC | 80,647 | $3.56M | 0.01% | +28,633+55.0% | Added |
| Northern Trust Corp | 72,215 | $3.19M | 0.00% | −2,351−3.2% | Reduced |
| Goldman Sachs Group Inc | 70,098 | $3.09M | 0.00% | +11,787+20.2% | Added |
| Russell Investments Group, Ltd. | 59,760 | $2.64M | 0.00% | +9,039+17.8% | Added |
| Bridgeway Capital Management, LLC | 51,994 | $2.29M | 0.05% | −64−0.1% | Reduced |
| Morgan Stanley | 49,308 | $2.18M | 0.00% | −6,752−12.0% | Reduced |
| Zacks Investment Management | 47,608 | $2.10M | 0.02% | +2,550+5.7% | Added |
| Gabelli Funds LLC | 43,350 | $1.91M | 0.01% | +1,500+3.6% | Added |
| Koss-Olinger Consulting, LLC | 42,397 | $1.61M | 0.13% | 00.0% | Unchanged |
| Abacus Planning Group, Inc. | 31,123 | $1.37M | 0.19% | 00.0% | Unchanged |
| Captrust Financial Advisors | 29,578 | $1.30M | 0.00% | −1,612−5.2% | Reduced |
| Barclays PLC | 28,649 | $1.26M | 0.00% | −2,446−7.9% | Reduced |
| Gamco Investors, Inc. Et Al | 25,500 | $1.13M | 0.01% | 00.0% | Unchanged |
| Maltese Capital Management LLC | 25,500 | $1.13M | 0.17% | +25,500 | New |
| Bank of New York Mellon Corp | 22,718 | $1.00M | 0.00% | +627+2.8% | Added |
| Empowered Funds, LLC | 22,601 | $997.2K | 0.01% | +2,428+12.0% | Added |
| Charles Schwab Investment Management Inc | 22,574 | $996.0K | 0.00% | 00.0% | Unchanged |
| AQR Capital Management LLC | 20,315 | $896.3K | 0.00% | +10,837+114.3% | Added |
| Teton Advisors, LLC | 18,000 | $794.2K | 0.49% | +18,000 | New |
| Arrowstreet Capital, Limited Partnership | 17,128 | $755.7K | 0.00% | +17,128 | New |
| Wealth Enhancement Advisory Services, LLC | 16,754 | $729.8K | 0.00% | +386+2.4% | Added |
| Sheets Smith Wealth Management | 16,321 | $720.1K | 0.08% | +224+1.4% | Added |
| Marshall Wace, LLP | 15,985 | $705.3K | 0.00% | +15,985 | New |
| Jane Street Group, LLC | 15,566 | $686.8K | 0.00% | +6,108+64.6% | Added |
| Los Angeles Capital Management LLC | 15,106 | $666.5K | 0.00% | +15,106 | New |
| GWM Advisors LLC | 14,930 | $658.7K | 0.00% | +4,673+45.6% | Added |
| Nuveen, LLC | 14,635 | $645.7K | 0.00% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 14,518 | $640.5K | 0.00% | −16,466−53.1% | Reduced |
| Two Sigma Investments, LP | 14,516 | $640.4K | 0.00% | +14,516 | New |
| Millennium Management LLC | 14,223 | $627.5K | 0.00% | +8,341+141.8% | Added |
| Invesco Ltd. | 13,793 | $608.5K | 0.00% | +1,368+11.0% | Added |
| STRS Ohio | 12,800 | $564.7K | 0.00% | −1,100−7.9% | Reduced |
| De Lisle Partners LLP | 12,591 | $556.0K | 0.07% | 00.0% | Unchanged |
| UBS Group AG | 12,070 | $532.5K | 0.00% | +5,220+76.2% | Added |
| State of Wisconsin Investment Board | 11,900 | $525.0K | 0.00% | +2,600+28.0% | Added |
| Squarepoint Ops LLC | 11,850 | $522.8K | 0.00% | +2,393+25.3% | Added |
| Rhumbline Advisers | 11,769 | $519.2K | 0.00% | −316−2.6% | Reduced |
| Godsey & Gibb Associates | 11,660 | $514.4K | 0.05% | 00.0% | Unchanged |
| Citadel Advisors LLC | 11,452 | $505.3K | 0.00% | −11,343−49.8% | Reduced |
| Qube Research & Technologies Ltd | 10,364 | $457.3K | 0.00% | +10,364 | New |
| Foster Victor Wealth Advisors, LLC | 10,044 | $441.1K | 0.03% | −243−2.4% | Reduced |
| D. E. Shaw & Co., Inc. | 9,438 | $416.4K | 0.00% | +1,743+22.7% | Added |
| Royal Bank of Canada | 9,389 | $414.0K | 0.00% | −23,328−71.3% | Reduced |
| Wells Fargo & Company | 9,167 | $404.4K | 0.00% | +922+11.2% | Added |
| SeaCrest Wealth Management, LLC | 9,334 | $403.0K | 0.04% | −9,737−51.1% | Reduced |
| Trexquant Investment LP | 8,566 | $377.9K | 0.00% | +2,436+39.7% | Added |
| Northwestern Mutual Wealth Management Co | 8,235 | $363.3K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 8,193 | $361.5K | 0.00% | +197+2.5% | Added |
| Wagner Wealth Management, LLC | 7,764 | $342.5K | 0.08% | −980−11.2% | Reduced |
| JPMorgan Chase & Co | 7,760 | $342.4K | 0.00% | +1,623+26.4% | Added |
| Colton Groome Financial Advisors, LLC | 7,675 | $338.6K | 0.10% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 7,170 | $316.3K | 0.01% | +7,170 | New |
| Sentinel Trust Co Lba | 7,100 | $313.0K | 0.03% | +7,100 | New |
| Franklin Resources Inc | 6,616 | $291.9K | 0.00% | +6,616 | New |
| Panagora Asset Management Inc | 6,082 | $268.3K | 0.00% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 5,976 | $263.7K | 0.00% | +5,976 | New |
| ELCO Management Co., LLC | 5,582 | $246.3K | 0.13% | −1,367−19.7% | Reduced |
| Mendon Capital Advisors Corp | 5,582 | $244.7K | 0.11% | +5,582 | New |
| Jump Financial, LLC | 5,498 | $242.6K | 0.00% | +5,498 | New |
| Quantinno Capital Management LP | 4,964 | $219.0K | 0.00% | +4,964 | New |
| Colonial Trust Advisors | 4,848 | $213.9K | 0.02% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 4,448 | $196.2K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 4,294 | $189.5K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 3,525 | $155.5K | 0.00% | +3,525 | New |
| Deutsche Bank AG | 3,105 | $137.0K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 2,763 | $121.9K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 2,232 | $98.5K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 2,185 | $96.4K | 0.00% | +805+58.3% | Added |
| Signaturefd, LLC | 1,904 | $84.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,714 | $76.0K | 0.00% | +903+111.3% | Added |
| FMR LLC | 1,447 | $63.8K | 0.00% | −16−1.1% | Reduced |
| Colonial Trust Co | 1,205 | $53.2K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 917 | $40.5K | 0.00% | +917 | New |
| Advisory Services Network, LLC | 864 | $38.1K | 0.00% | +864 | New |
| Legal & General Group Plc | 726 | $32.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 655 | $28.9K | 0.00% | −2,460−79.0% | Reduced |
| Ameritas Investment Partners, Inc. | 613 | $27.0K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 560 | $24.7K | 0.00% | +1+0.2% | Added |
| Sterling Capital Management LLC | 537 | $23.7K | 0.00% | +330+159.4% | Added |
| Cullen/Frost Bankers, Inc. | 475 | $21.0K | 0.00% | +6+1.3% | Added |
| Ronald Blue Trust, Inc. | 438 | $19.3K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 397 | $17.5K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 295 | $13.0K | 0.00% | −1,338−81.9% | Reduced |
| ORG Partners LLC | 268 | $11.8K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 262 | $11.6K | 0.00% | 00.0% | Unchanged |