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 2025
Institutional positions in Southern First Bancshares Inc as of Dec 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
- 129
- +13 vs. Q3 2025
- Shares held
- 6.66M
- +115.6K (+1.8%) vs. Q3 2025
- Total value
- $343.2M
- +$54.6M (+18.9%) vs. Q3 2025
- New holders
- 16
- 44 more added
- Sold out
- 3
- 38 more reduced
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Southern First Bancshares Inc; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FJ Capital Management LLC | 807,223 | $41.6M | 4.59% | 00.0% | Unchanged |
| T. Rowe Price Investment Management, Inc. | 784,738 | $40.4M | 0.03% | −21,593−2.7% | Reduced |
| BlackRock, Inc. | 721,834 | $37.2M | 0.00% | −5,384−0.7% | Reduced |
| Endeavour Capital Advisors Inc | 586,014 | $30.2M | 8.40% | 00.0% | Unchanged |
| Vanguard Group Inc | 437,014 | $22.5M | 0.00% | +5,200+1.2% | Added |
| Dimensional Fund Advisors LP | 377,711 | $19.5M | 0.00% | +2,329+0.6% | Added |
| Ameriprise Financial Inc | 267,743 | $13.8M | 0.00% | −3,928−1.4% | Reduced |
| rhino investment partners, Inc | 210,121 | $10.8M | 3.07% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 178,714 | $9.21M | 0.00% | −894−0.5% | Reduced |
| Banc Funds Co LLC | 171,655 | $8.84M | 1.75% | −34,219−16.6% | Reduced |
| State Street Corp | 164,986 | $8.50M | 0.00% | +4,302+2.7% | Added |
| Alliancebernstein L.P. | 157,376 | $8.11M | 0.00% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 127,907 | $6.59M | 0.01% | +10,900+9.3% | Added |
| American Century Companies Inc | 125,569 | $6.47M | 0.00% | +19,360+18.2% | Added |
| Fourthstone LLC | 123,240 | $6.35M | 1.19% | −35,514−22.4% | Reduced |
| Acadian Asset Management LLC | 88,783 | $4.57M | 0.01% | +8,136+10.1% | Added |
| Goldman Sachs Group Inc | 77,980 | $4.02M | 0.00% | +7,882+11.2% | Added |
| Northern Trust Corp | 66,773 | $3.44M | 0.00% | −5,442−7.5% | Reduced |
| Gabelli Funds LLC | 60,578 | $3.12M | 0.02% | +17,228+39.7% | Added |
| Zacks Investment Management | 56,985 | $2.94M | 0.02% | +9,377+19.7% | Added |
| Bridgeway Capital Management, LLC | 54,352 | $2.80M | 0.06% | +2,358+4.5% | Added |
| Morgan Stanley | 54,052 | $2.78M | 0.00% | +4,744+9.6% | Added |
| Russell Investments Group, Ltd. | 53,353 | $2.75M | 0.00% | −6,407−10.7% | Reduced |
| Marshall Wace, LLP | 50,451 | $2.60M | 0.00% | +34,466+215.6% | Added |
| Koss-Olinger Consulting, LLC | 42,397 | $2.18M | 0.17% | 00.0% | Unchanged |
| Citadel Advisors LLC | 35,739 | $1.84M | 0.00% | +24,287+212.1% | Added |
| Arrowstreet Capital, Limited Partnership | 33,462 | $1.72M | 0.00% | +16,334+95.4% | Added |
| Abacus Planning Group, Inc. | 30,458 | $1.57M | 0.21% | −665−2.1% | Reduced |
| Barclays PLC | 29,800 | $1.54M | 0.00% | +1,151+4.0% | Added |
| Gamco Investors, Inc. Et Al | 29,400 | $1.51M | 0.01% | +3,900+15.3% | Added |
| Maltese Capital Management LLC | 28,644 | $1.48M | 0.26% | +3,144+12.3% | Added |
| Captrust Financial Advisors | 28,229 | $1.45M | 0.00% | −1,349−4.6% | Reduced |
| D. E. Shaw & Co., Inc. | 23,832 | $1.23M | 0.00% | +14,394+152.5% | Added |
| Qube Research & Technologies Ltd | 23,679 | $1.22M | 0.00% | +13,315+128.5% | Added |
| AQR Capital Management LLC | 23,034 | $1.19M | 0.00% | +2,719+13.4% | Added |
| Charles Schwab Investment Management Inc | 22,344 | $1.15M | 0.00% | −230−1.0% | Reduced |
| EAM Investors, LLC | 21,475 | $1.11M | 0.12% | +21,475 | New |
| Bank of New York Mellon Corp | 20,854 | $1.07M | 0.00% | −1,864−8.2% | Reduced |
| Trexquant Investment LP | 20,784 | $1.07M | 0.01% | +12,218+142.6% | Added |
| Teton Advisors, LLC | 17,500 | $901.6K | 0.63% | −500−2.8% | Reduced |
| Los Angeles Capital Management LLC | 20,341 | $893.8K | 0.00% | +5,235+34.7% | Added |
| Jane Street Group, LLC | 16,962 | $873.9K | 0.00% | +1,396+9.0% | Added |
| Sheets Smith Wealth Management | 16,321 | $840.9K | 0.09% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 16,131 | $831.1K | 0.00% | +4,281+36.1% | Added |
| State of Wisconsin Investment Board | 15,361 | $791.4K | 0.00% | +3,461+29.1% | Added |
| UBS Group AG | 15,201 | $783.2K | 0.00% | +3,131+25.9% | Added |
| Nuveen, LLC | 14,635 | $754.0K | 0.00% | 00.0% | Unchanged |
| SEI Investments Co | 14,033 | $723.0K | 0.00% | +14,033 | New |
| Assenagon Asset Management S.A. | 12,950 | $667.2K | 0.00% | −1,568−10.8% | Reduced |
| De Lisle Partners LLP | 12,591 | $649.2K | 0.08% | 00.0% | Unchanged |
| Azora Capital LP | 12,526 | $645.3K | 0.04% | +12,526 | New |
| Godsey & Gibb Associates | 11,660 | $600.7K | 0.05% | 00.0% | Unchanged |
| GWM Advisors LLC | 11,186 | $576.3K | 0.00% | −3,744−25.1% | Reduced |
| Invesco Ltd. | 11,057 | $569.7K | 0.00% | −2,736−19.8% | Reduced |
| Wells Fargo & Company | 11,025 | $568.0K | 0.00% | +1,858+20.3% | Added |
| STRS Ohio | 10,700 | $551.3K | 0.00% | −2,100−16.4% | Reduced |
| Bank of America Corp | 10,216 | $526.3K | 0.00% | +2,023+24.7% | Added |
| Rhumbline Advisers | 10,141 | $522.5K | 0.00% | −1,628−13.8% | Reduced |
| Quantinno Capital Management LP | 10,075 | $519.1K | 0.00% | +5,111+103.0% | Added |
| Foster Victor Wealth Advisors, LLC | 9,294 | $517.7K | 0.03% | −750−7.5% | Reduced |
| Royal Bank of Canada | 9,163 | $472.0K | 0.00% | −226−2.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 8,235 | $424.3K | 0.00% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 8,038 | $419.7K | 0.04% | −1,296−13.9% | Reduced |
| Wagner Wealth Management, LLC | 7,764 | $400.0K | 0.09% | 00.0% | Unchanged |
| Colton Groome Financial Advisors, LLC | 7,675 | $395.4K | 0.11% | 00.0% | Unchanged |
| Sentinel Trust Co Lba | 7,100 | $366.0K | 0.04% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 6,556 | $337.8K | 0.00% | +580+9.7% | Added |
| Millennium Management LLC | 6,043 | $311.3K | 0.00% | −8,180−57.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 5,899 | $310.5K | 0.00% | −10,855−64.8% | Reduced |
| Panagora Asset Management Inc | 6,004 | $309.3K | 0.00% | −78−1.3% | Reduced |
| JPMorgan Chase & Co | 5,876 | $302.7K | 0.00% | −1,884−24.3% | Reduced |
| Two Sigma Investments, LP | 5,662 | $291.7K | 0.00% | −8,854−61.0% | Reduced |
| ELCO Management Co., LLC | 5,582 | $287.6K | 0.18% | 00.0% | Unchanged |
| Mendon Capital Advisors Corp | 5,582 | $287.6K | 0.11% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 5,297 | $272.9K | 0.00% | +3,112+142.4% | Added |
| Franklin Resources Inc | 4,990 | $257.1K | 0.00% | −1,626−24.6% | Reduced |
| Colonial Trust Advisors | 4,786 | $246.6K | 0.02% | −62−1.3% | Reduced |
| Price T Rowe Associates Inc | 4,693 | $242.0K | 0.00% | +4,693 | New |
| Advisor Group Holdings, Inc. | 4,446 | $229.1K | 0.00% | −20.0% | Reduced |
| Citigroup Inc | 4,349 | $224.1K | 0.00% | +3,694+564.0% | Added |
| MetLife Investment Management | 4,294 | $221.2K | 0.00% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 4,267 | $219.8K | 0.01% | +4,267 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 3,586 | $184.8K | 0.00% | +61+1.7% | Added |
| Deutsche Bank AG | 3,028 | $156.0K | 0.00% | −77−2.5% | Reduced |
| Canada Pension Plan Investment Board | 2,900 | $149.4K | 0.00% | +2,900 | New |
| New York State Common Retirement Fund | 2,763 | $142.3K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 2,223 | $115.0K | 0.00% | +2,223 | New |
| Police & Firemen's Retirement System of New Jersey | 2,232 | $115.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,938 | $99.8K | 0.00% | +34+1.8% | Added |
| CWM, LLC | 1,895 | $98.0K | 0.00% | +181+10.6% | Added |
| FMR LLC | 1,494 | $77.0K | 0.00% | +47+3.2% | Added |
| Colonial Trust Co | 1,205 | $62.1K | 0.01% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 1,103 | $56.8K | 0.01% | +1,103 | New |
| Cullen/Frost Bankers, Inc. | 666 | $34.3K | 0.00% | +191+40.2% | Added |
| Legal & General Group Plc | 658 | $33.9K | 0.00% | −68−9.4% | Reduced |
| Tower Research Capital LLC (TRC) | 621 | $32.0K | 0.00% | +326+110.5% | Added |
| Ameritas Investment Partners, Inc. | 613 | $31.6K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 600 | $30.9K | 0.00% | +162+37.0% | Added |
| California State Teachers Retirement System | 479 | $24.7K | 0.00% | −81−14.5% | Reduced |
| Sterling Capital Management LLC | 446 | $23.0K | 0.00% | −91−16.9% | Reduced |