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 |
|---|---|---|---|---|---|
| Avion Wealth | 16 | $0 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1 | $52 | 0.00% | −12−92.3% | Reduced |
| Huntington National Bank | 1 | $52 | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 6 | $310 | 0.00% | +6 | New |
| Rothschild Investment LLC | 8 | $412 | 0.00% | +8 | New |
| Farther Finance Advisors, LLC | 9 | $464 | 0.00% | +9 | New |
| True Wealth Design, LLC | 11 | $567 | 0.00% | −2−15.4% | Reduced |
| International Assets Investment Management, LLC | 11 | $567 | 0.00% | +11 | New |
| Torren Management, LLC | 13 | $670 | 0.00% | +13 | New |
| Nisa Investment Advisors, LLC | 15 | $773 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 17 | $876 | 0.00% | +11+183.3% | Added |
| Chilton Capital Management LLC | 23 | $1.19K | 0.00% | +23 | New |
| SRS Capital Advisors, Inc. | 34 | $1.75K | 0.00% | −883−96.3% | Reduced |
| Allworth Financial LP | 54 | $2.78K | 0.00% | +1+1.9% | Added |
| Smartleaf Asset Management LLC | 63 | $3.26K | 0.00% | +1+1.6% | Added |
| Comerica Bank | 67 | $3.45K | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 68 | $3.50K | 0.00% | +68 | New |
| Optiver Holding B.V. | 72 | $3.71K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 92 | $4.74K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 100 | $5.15K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 124 | $6.39K | 0.00% | +5+4.2% | Added |
| Hillsdale Investment Management Inc. | 170 | $8.76K | 0.00% | −7,000−97.6% | Reduced |
| GAMMA Investing LLC | 195 | $10.0K | 0.00% | +58+42.3% | Added |
| Anchor Investment Management, LLC | 218 | $11.2K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 244 | $13.0K | 0.00% | −15−5.8% | Reduced |
| Versant Capital Management, Inc | 262 | $13.5K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 268 | $13.8K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 337 | $17.0K | 0.00% | +337 | New |
| Brown Brothers Harriman & Co | 397 | $20.5K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 446 | $23.0K | 0.00% | −91−16.9% | Reduced |
| California State Teachers Retirement System | 479 | $24.7K | 0.00% | −81−14.5% | Reduced |
| Ronald Blue Trust, Inc. | 600 | $30.9K | 0.00% | +162+37.0% | Added |
| Ameritas Investment Partners, Inc. | 613 | $31.6K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 621 | $32.0K | 0.00% | +326+110.5% | Added |
| Legal & General Group Plc | 658 | $33.9K | 0.00% | −68−9.4% | Reduced |
| Cullen/Frost Bankers, Inc. | 666 | $34.3K | 0.00% | +191+40.2% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,103 | $56.8K | 0.01% | +1,103 | New |
| Colonial Trust Co | 1,205 | $62.1K | 0.01% | 00.0% | Unchanged |
| FMR LLC | 1,494 | $77.0K | 0.00% | +47+3.2% | Added |
| CWM, LLC | 1,895 | $98.0K | 0.00% | +181+10.6% | Added |
| Signaturefd, LLC | 1,938 | $99.8K | 0.00% | +34+1.8% | Added |
| Police & Firemen's Retirement System of New Jersey | 2,232 | $115.0K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 2,223 | $115.0K | 0.00% | +2,223 | New |
| New York State Common Retirement Fund | 2,763 | $142.3K | 0.00% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 2,900 | $149.4K | 0.00% | +2,900 | New |
| Deutsche Bank AG | 3,028 | $156.0K | 0.00% | −77−2.5% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 3,586 | $184.8K | 0.00% | +61+1.7% | Added |
| Occudo Quantitative Strategies LP | 4,267 | $219.8K | 0.01% | +4,267 | New |
| MetLife Investment Management | 4,294 | $221.2K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 4,349 | $224.1K | 0.00% | +3,694+564.0% | Added |
| Advisor Group Holdings, Inc. | 4,446 | $229.1K | 0.00% | −20.0% | Reduced |
| Price T Rowe Associates Inc | 4,693 | $242.0K | 0.00% | +4,693 | New |
| Colonial Trust Advisors | 4,786 | $246.6K | 0.02% | −62−1.3% | Reduced |
| Franklin Resources Inc | 4,990 | $257.1K | 0.00% | −1,626−24.6% | Reduced |
| BNP Paribas Arbitrage, SA | 5,297 | $272.9K | 0.00% | +3,112+142.4% | Added |
| 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 |
| Two Sigma Investments, LP | 5,662 | $291.7K | 0.00% | −8,854−61.0% | Reduced |
| JPMorgan Chase & Co | 5,876 | $302.7K | 0.00% | −1,884−24.3% | Reduced |
| Panagora Asset Management Inc | 6,004 | $309.3K | 0.00% | −78−1.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 5,899 | $310.5K | 0.00% | −10,855−64.8% | Reduced |
| Millennium Management LLC | 6,043 | $311.3K | 0.00% | −8,180−57.5% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 6,556 | $337.8K | 0.00% | +580+9.7% | Added |
| Sentinel Trust Co Lba | 7,100 | $366.0K | 0.04% | 00.0% | Unchanged |
| Colton Groome Financial Advisors, LLC | 7,675 | $395.4K | 0.11% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 7,764 | $400.0K | 0.09% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 8,038 | $419.7K | 0.04% | −1,296−13.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 8,235 | $424.3K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 9,163 | $472.0K | 0.00% | −226−2.4% | Reduced |
| Foster Victor Wealth Advisors, LLC | 9,294 | $517.7K | 0.03% | −750−7.5% | Reduced |
| Quantinno Capital Management LP | 10,075 | $519.1K | 0.00% | +5,111+103.0% | Added |
| Rhumbline Advisers | 10,141 | $522.5K | 0.00% | −1,628−13.8% | Reduced |
| Bank of America Corp | 10,216 | $526.3K | 0.00% | +2,023+24.7% | Added |
| STRS Ohio | 10,700 | $551.3K | 0.00% | −2,100−16.4% | Reduced |
| Wells Fargo & Company | 11,025 | $568.0K | 0.00% | +1,858+20.3% | Added |
| Invesco Ltd. | 11,057 | $569.7K | 0.00% | −2,736−19.8% | Reduced |
| GWM Advisors LLC | 11,186 | $576.3K | 0.00% | −3,744−25.1% | Reduced |
| Godsey & Gibb Associates | 11,660 | $600.7K | 0.05% | 00.0% | Unchanged |
| Azora Capital LP | 12,526 | $645.3K | 0.04% | +12,526 | New |
| De Lisle Partners LLP | 12,591 | $649.2K | 0.08% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 12,950 | $667.2K | 0.00% | −1,568−10.8% | Reduced |
| SEI Investments Co | 14,033 | $723.0K | 0.00% | +14,033 | New |
| Nuveen, LLC | 14,635 | $754.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 15,201 | $783.2K | 0.00% | +3,131+25.9% | Added |
| State of Wisconsin Investment Board | 15,361 | $791.4K | 0.00% | +3,461+29.1% | Added |
| Squarepoint Ops LLC | 16,131 | $831.1K | 0.00% | +4,281+36.1% | Added |
| Sheets Smith Wealth Management | 16,321 | $840.9K | 0.09% | 00.0% | Unchanged |
| Jane Street Group, LLC | 16,962 | $873.9K | 0.00% | +1,396+9.0% | Added |
| Los Angeles Capital Management LLC | 20,341 | $893.8K | 0.00% | +5,235+34.7% | Added |
| Teton Advisors, LLC | 17,500 | $901.6K | 0.63% | −500−2.8% | Reduced |
| Trexquant Investment LP | 20,784 | $1.07M | 0.01% | +12,218+142.6% | Added |
| Bank of New York Mellon Corp | 20,854 | $1.07M | 0.00% | −1,864−8.2% | Reduced |
| EAM Investors, LLC | 21,475 | $1.11M | 0.12% | +21,475 | New |
| Charles Schwab Investment Management Inc | 22,344 | $1.15M | 0.00% | −230−1.0% | Reduced |
| AQR Capital Management LLC | 23,034 | $1.19M | 0.00% | +2,719+13.4% | Added |
| Qube Research & Technologies Ltd | 23,679 | $1.22M | 0.00% | +13,315+128.5% | Added |
| D. E. Shaw & Co., Inc. | 23,832 | $1.23M | 0.00% | +14,394+152.5% | Added |
| Captrust Financial Advisors | 28,229 | $1.45M | 0.00% | −1,349−4.6% | Reduced |
| Maltese Capital Management LLC | 28,644 | $1.48M | 0.26% | +3,144+12.3% | Added |
| Gamco Investors, Inc. Et Al | 29,400 | $1.51M | 0.01% | +3,900+15.3% | Added |