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 |
|---|---|---|---|---|---|
| Avion Wealth | 16 | $0 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $44 | 0.00% | −33−97.1% | Reduced |
| IFP Advisors, Inc | 6 | $265 | 0.00% | +3+100.0% | Added |
| Clearstead Advisors, LLC | 13 | $574 | 0.00% | +1+8.3% | Added |
| True Wealth Design, LLC | 13 | $574 | 0.00% | +11+550.0% | Added |
| Nisa Investment Advisors, LLC | 15 | $662 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 53 | $2.34K | 0.00% | +18+51.4% | Added |
| Smartleaf Asset Management LLC | 62 | $2.75K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 67 | $2.96K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 72 | $3.18K | 0.00% | +72 | New |
| EverSource Wealth Advisors, LLC | 92 | $4.06K | 0.00% | +6+7.0% | Added |
| Jones Financial Companies LLLP | 100 | $4.51K | 0.00% | +100 | New |
| Essential Partners LLC | 119 | $5.25K | 0.00% | +115+2,875.0% | Added |
| GAMMA Investing LLC | 137 | $6.04K | 0.00% | +25+22.3% | Added |
| Anchor Investment Management, LLC | 218 | $9.62K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 259 | $11.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 262 | $11.6K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 268 | $11.8K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 295 | $13.0K | 0.00% | −1,338−81.9% | Reduced |
| Brown Brothers Harriman & Co | 397 | $17.5K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 438 | $19.3K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 475 | $21.0K | 0.00% | +6+1.3% | Added |
| Sterling Capital Management LLC | 537 | $23.7K | 0.00% | +330+159.4% | Added |
| California State Teachers Retirement System | 560 | $24.7K | 0.00% | +1+0.2% | Added |
| Ameritas Investment Partners, Inc. | 613 | $27.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 655 | $28.9K | 0.00% | −2,460−79.0% | Reduced |
| Legal & General Group Plc | 726 | $32.0K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 864 | $38.1K | 0.00% | +864 | New |
| SRS Capital Advisors, Inc. | 917 | $40.5K | 0.00% | +917 | New |
| Colonial Trust Co | 1,205 | $53.2K | 0.01% | 00.0% | Unchanged |
| FMR LLC | 1,447 | $63.8K | 0.00% | −16−1.1% | Reduced |
| CWM, LLC | 1,714 | $76.0K | 0.00% | +903+111.3% | Added |
| Signaturefd, LLC | 1,904 | $84.0K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 2,185 | $96.4K | 0.00% | +805+58.3% | Added |
| Police & Firemen's Retirement System of New Jersey | 2,232 | $98.5K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 2,763 | $121.9K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 3,105 | $137.0K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 3,525 | $155.5K | 0.00% | +3,525 | New |
| MetLife Investment Management | 4,294 | $189.5K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 4,448 | $196.2K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 4,848 | $213.9K | 0.02% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 4,964 | $219.0K | 0.00% | +4,964 | New |
| Jump Financial, LLC | 5,498 | $242.6K | 0.00% | +5,498 | New |
| Mendon Capital Advisors Corp | 5,582 | $244.7K | 0.11% | +5,582 | New |
| ELCO Management Co., LLC | 5,582 | $246.3K | 0.13% | −1,367−19.7% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 5,976 | $263.7K | 0.00% | +5,976 | New |
| Panagora Asset Management Inc | 6,082 | $268.3K | 0.00% | 00.0% | Unchanged |
| Franklin Resources Inc | 6,616 | $291.9K | 0.00% | +6,616 | New |
| Sentinel Trust Co Lba | 7,100 | $313.0K | 0.03% | +7,100 | New |
| Hillsdale Investment Management Inc. | 7,170 | $316.3K | 0.01% | +7,170 | New |
| Colton Groome Financial Advisors, LLC | 7,675 | $338.6K | 0.10% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 7,760 | $342.4K | 0.00% | +1,623+26.4% | Added |
| Wagner Wealth Management, LLC | 7,764 | $342.5K | 0.08% | −980−11.2% | Reduced |
| Bank of America Corp | 8,193 | $361.5K | 0.00% | +197+2.5% | Added |
| Northwestern Mutual Wealth Management Co | 8,235 | $363.3K | 0.00% | 00.0% | Unchanged |
| Trexquant Investment LP | 8,566 | $377.9K | 0.00% | +2,436+39.7% | Added |
| SeaCrest Wealth Management, LLC | 9,334 | $403.0K | 0.04% | −9,737−51.1% | Reduced |
| Wells Fargo & Company | 9,167 | $404.4K | 0.00% | +922+11.2% | Added |
| Royal Bank of Canada | 9,389 | $414.0K | 0.00% | −23,328−71.3% | Reduced |
| D. E. Shaw & Co., Inc. | 9,438 | $416.4K | 0.00% | +1,743+22.7% | Added |
| Foster Victor Wealth Advisors, LLC | 10,044 | $441.1K | 0.03% | −243−2.4% | Reduced |
| Qube Research & Technologies Ltd | 10,364 | $457.3K | 0.00% | +10,364 | New |
| Citadel Advisors LLC | 11,452 | $505.3K | 0.00% | −11,343−49.8% | Reduced |
| Godsey & Gibb Associates | 11,660 | $514.4K | 0.05% | 00.0% | Unchanged |
| Rhumbline Advisers | 11,769 | $519.2K | 0.00% | −316−2.6% | Reduced |
| Squarepoint Ops LLC | 11,850 | $522.8K | 0.00% | +2,393+25.3% | Added |
| State of Wisconsin Investment Board | 11,900 | $525.0K | 0.00% | +2,600+28.0% | Added |
| UBS Group AG | 12,070 | $532.5K | 0.00% | +5,220+76.2% | Added |
| De Lisle Partners LLP | 12,591 | $556.0K | 0.07% | 00.0% | Unchanged |
| STRS Ohio | 12,800 | $564.7K | 0.00% | −1,100−7.9% | Reduced |
| Invesco Ltd. | 13,793 | $608.5K | 0.00% | +1,368+11.0% | Added |
| Millennium Management LLC | 14,223 | $627.5K | 0.00% | +8,341+141.8% | Added |
| Two Sigma Investments, LP | 14,516 | $640.4K | 0.00% | +14,516 | New |
| Assenagon Asset Management S.A. | 14,518 | $640.5K | 0.00% | −16,466−53.1% | Reduced |
| Nuveen, LLC | 14,635 | $645.7K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 14,930 | $658.7K | 0.00% | +4,673+45.6% | Added |
| Los Angeles Capital Management LLC | 15,106 | $666.5K | 0.00% | +15,106 | New |
| Jane Street Group, LLC | 15,566 | $686.8K | 0.00% | +6,108+64.6% | Added |
| Marshall Wace, LLP | 15,985 | $705.3K | 0.00% | +15,985 | New |
| Sheets Smith Wealth Management | 16,321 | $720.1K | 0.08% | +224+1.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 16,754 | $729.8K | 0.00% | +386+2.4% | Added |
| Arrowstreet Capital, Limited Partnership | 17,128 | $755.7K | 0.00% | +17,128 | New |
| Teton Advisors, LLC | 18,000 | $794.2K | 0.49% | +18,000 | New |
| AQR Capital Management LLC | 20,315 | $896.3K | 0.00% | +10,837+114.3% | Added |
| Charles Schwab Investment Management Inc | 22,574 | $996.0K | 0.00% | 00.0% | Unchanged |
| Empowered Funds, LLC | 22,601 | $997.2K | 0.01% | +2,428+12.0% | Added |
| Bank of New York Mellon Corp | 22,718 | $1.00M | 0.00% | +627+2.8% | Added |
| 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 |
| Barclays PLC | 28,649 | $1.26M | 0.00% | −2,446−7.9% | Reduced |
| Captrust Financial Advisors | 29,578 | $1.30M | 0.00% | −1,612−5.2% | Reduced |
| Abacus Planning Group, Inc. | 31,123 | $1.37M | 0.19% | 00.0% | Unchanged |
| Koss-Olinger Consulting, LLC | 42,397 | $1.61M | 0.13% | 00.0% | Unchanged |
| Gabelli Funds LLC | 43,350 | $1.91M | 0.01% | +1,500+3.6% | Added |
| Zacks Investment Management | 47,608 | $2.10M | 0.02% | +2,550+5.7% | Added |
| Morgan Stanley | 49,308 | $2.18M | 0.00% | −6,752−12.0% | Reduced |
| Bridgeway Capital Management, LLC | 51,994 | $2.29M | 0.05% | −64−0.1% | Reduced |
| Russell Investments Group, Ltd. | 59,760 | $2.64M | 0.00% | +9,039+17.8% | Added |
| Goldman Sachs Group Inc | 70,098 | $3.09M | 0.00% | +11,787+20.2% | Added |
| Northern Trust Corp | 72,215 | $3.19M | 0.00% | −2,351−3.2% | Reduced |