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, Q1 2026
Institutional positions in Southern First Bancshares Inc as of Mar 31, 2026. 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
- 149
- +23 vs. Q4 2025
- Shares held
- 6.84M
- +615.7K (+9.9%) vs. Q4 2025
- Total value
- $372.8M
- +$52.1M (+16.3%) vs. Q4 2025
- New holders
- 32
- 47 more added
- Sold out
- 9
- 35 more reduced
3 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Southern First Bancshares Inc; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| T. Rowe Price Investment Management, Inc. | 817,841 | $44.6M | 0.03% | +33,103+4.2% | Added |
| FJ Capital Management LLC | 807,223 | $44.0M | 4.95% | 00.0% | Unchanged |
| BlackRock, Inc. | 712,410 | $38.8M | 0.00% | −9,424−1.3% | Reduced |
| Endeavour Capital Advisors Inc | 607,405 | $33.1M | 7.51% | +21,391+3.7% | Added |
| Dimensional Fund Advisors LP | 380,368 | $20.7M | 0.00% | +2,657+0.7% | Added |
| Vanguard Capital Management LLC | 344,885 | $18.8M | 0.00% | +344,885 | New |
| Ameriprise Financial Inc | 271,243 | $14.8M | 0.00% | +3,500+1.3% | Added |
| rhino investment partners, Inc | 210,121 | $11.5M | 3.19% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 180,231 | $9.83M | 0.00% | +1,517+0.8% | Added |
| Banc Funds Co LLC | 171,655 | $9.36M | 1.74% | 00.0% | Unchanged |
| State Street Corp | 167,963 | $9.15M | 0.00% | +2,977+1.8% | Added |
| Renaissance Technologies LLC | 150,607 | $8.21M | 0.01% | +22,700+17.7% | Added |
| American Century Companies Inc | 149,417 | $8.14M | 0.00% | +23,848+19.0% | Added |
| Acadian Asset Management LLC | 124,585 | $6.79M | 0.01% | +35,802+40.3% | Added |
| Hotchkis & Wiley Capital Management LLC | 115,130 | $6.27M | 0.02% | +115,130 | New |
| Morgan Stanley | 84,604 | $4.61M | 0.00% | +30,552+56.5% | Added |
| Northern Trust Corp | 71,086 | $3.87M | 0.00% | +4,313+6.5% | Added |
| Goldman Sachs Group Inc | 65,904 | $3.59M | 0.00% | −12,076−15.5% | Reduced |
| Gabelli Funds LLC | 62,534 | $3.41M | 0.02% | +1,956+3.2% | Added |
| Zacks Investment Management | 61,498 | $3.35M | 0.03% | +4,513+7.9% | Added |
| Bridgeway Capital Management, LLC | 56,634 | $3.09M | 0.06% | +2,282+4.2% | Added |
| Russell Investments Group, Ltd. | 53,293 | $2.90M | 0.00% | −60−0.1% | Reduced |
| Vanguard Fiduciary Trust Co | 51,088 | $2.78M | 0.00% | +51,088 | New |
| Vanguard Portfolio Management LLC | 44,749 | $2.44M | 0.00% | +44,749 | New |
| Arrowstreet Capital, Limited Partnership | 44,527 | $2.43M | 0.00% | +11,065+33.1% | Added |
| Alliancebernstein L.P. | 41,563 | $2.14M | 0.00% | −115,813−73.6% | Reduced |
| Elizabeth Park Capital Advisors, Ltd. | 37,803 | $2.06M | 1.59% | +37,803 | New |
| Qube Research & Technologies Ltd | 37,466 | $2.04M | 0.00% | +13,787+58.2% | Added |
| Maltese Capital Management LLC | 35,026 | $1.91M | 0.38% | +6,382+22.3% | Added |
| SEI Investments Co | 34,706 | $1.89M | 0.00% | +20,673+147.3% | Added |
| Algert Global LLC | 34,008 | $1.85M | 0.03% | +34,008 | New |
| Abacus Planning Group, Inc. | 30,375 | $1.66M | 0.22% | −83−0.3% | Reduced |
| Gamco Investors, Inc. Et Al | 29,400 | $1.60M | 0.02% | 00.0% | Unchanged |
| Captrust Financial Advisors | 28,983 | $1.58M | 0.00% | +754+2.7% | Added |
| Empowered Funds, LLC | 27,241 | $1.48M | 0.01% | +27,241 | New |
| AQR Capital Management LLC | 26,683 | $1.45M | 0.00% | +3,649+15.8% | Added |
| Marshall Wace, LLP | 24,601 | $1.34M | 0.00% | −25,850−51.2% | Reduced |
| Assenagon Asset Management S.A. | 24,495 | $1.33M | 0.00% | +11,545+89.2% | Added |
| Trexquant Investment LP | 22,261 | $1.21M | 0.01% | +1,477+7.1% | Added |
| Charles Schwab Investment Management Inc | 22,075 | $1.20M | 0.00% | −269−1.2% | Reduced |
| EAM Investors, LLC | 21,475 | $1.17M | 0.14% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 20,230 | $1.10M | 0.00% | −624−3.0% | Reduced |
| Integrated Quantitative Investments LLC | 19,848 | $1.08M | 0.20% | +19,848 | New |
| Barclays PLC | 19,346 | $1.05M | 0.00% | −10,454−35.1% | Reduced |
| Sheets Smith Wealth Management | 19,204 | $1.05M | 0.12% | +2,883+17.7% | Added |
| Bank of America Corp | 18,201 | $992.0K | 0.00% | +7,985+78.2% | Added |
| State of Wisconsin Investment Board | 16,863 | $919.0K | 0.00% | +1,502+9.8% | Added |
| Teton Advisors, LLC | 16,800 | $915.6K | 0.64% | −700−4.0% | Reduced |
| Quantinno Capital Management LP | 15,615 | $851.0K | 0.00% | +5,540+55.0% | Added |
| D. E. Shaw & Co., Inc. | 15,342 | $836.1K | 0.00% | −8,490−35.6% | Reduced |
| XTX Topco Ltd | 14,091 | $768.0K | 0.01% | +14,091 | New |
| Nuveen, LLC | 13,785 | $751.3K | 0.00% | −850−5.8% | Reduced |
| Engineers Gate Manager LP | 13,517 | $736.7K | 0.01% | +13,517 | New |
| Millennium Management LLC | 13,103 | $714.1K | 0.00% | +7,060+116.8% | Added |
| De Lisle Partners LLP | 12,591 | $686.2K | 0.08% | 00.0% | Unchanged |
| GWM Advisors LLC | 12,143 | $661.8K | 0.00% | +957+8.6% | Added |
| Legato Capital Management LLC | 11,835 | $645.0K | 0.06% | +11,835 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 11,819 | $644.1K | 0.00% | +5,263+80.3% | Added |
| Godsey & Gibb Associates | 11,060 | $602.8K | 0.05% | −600−5.1% | Reduced |
| STRS Ohio | 10,700 | $583.1K | 0.00% | 00.0% | Unchanged |
| Invesco Ltd. | 10,306 | $561.7K | 0.00% | −751−6.8% | Reduced |
| Foster Victor Wealth Advisors, LLC | 9,453 | $556.3K | 0.03% | +159+1.7% | Added |
| Rhumbline Advisers | 9,896 | $539.3K | 0.00% | −245−2.4% | Reduced |
| Toroso Investments, LLC | 8,553 | $466.1K | 0.00% | +8,553 | New |
| Northwestern Mutual Wealth Management Co | 8,150 | $444.2K | 0.00% | −85−1.0% | Reduced |
| SeaCrest Wealth Management, LLC | 7,988 | $435.3K | 0.05% | −50−0.6% | Reduced |
| Colton Groome Financial Advisors, LLC | 7,675 | $418.3K | 0.12% | 00.0% | Unchanged |
| HRT Financial LP | 7,481 | $407.0K | 0.00% | +7,481 | New |
| BNP Paribas Arbitrage, SA | 7,423 | $404.6K | 0.00% | +2,126+40.1% | Added |
| Arkadios Wealth Advisors | 7,296 | $397.6K | 0.01% | +7,296 | New |
| Wagner Wealth Management, LLC | 7,284 | $397.0K | 0.08% | −480−6.2% | Reduced |
| Quadrature Capital Ltd | 7,252 | $395.2K | 0.00% | +7,252 | New |
| Royal Bank of Canada | 7,122 | $388.0K | 0.00% | −2,041−22.3% | Reduced |
| Colonial Trust Advisors | 6,610 | $360.2K | 0.03% | +1,824+38.1% | Added |
| Los Angeles Capital Management LLC | 6,586 | $358.9K | 0.00% | −13,755−67.6% | Reduced |
| Hillsdale Investment Management Inc. | 6,570 | $358.1K | 0.01% | +6,400+3,764.7% | Added |
| Numerai GP LLC | 6,197 | $337.7K | 0.03% | +6,197 | New |
| Jane Street Group, LLC | 6,092 | $332.0K | 0.00% | −10,870−64.1% | Reduced |
| Panagora Asset Management Inc | 6,004 | $327.2K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 5,820 | $317.2K | 0.00% | +2,792+92.2% | Added |
| Brendel Financial Advisors LLC | 5,601 | $305.3K | 0.15% | +5,601 | New |
| Occudo Quantitative Strategies LP | 5,413 | $304.8K | 0.02% | +1,146+26.9% | Added |
| Mendon Capital Advisors Corp | 5,582 | $304.2K | 0.12% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 5,582 | $304.2K | 0.15% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 5,340 | $292.0K | 0.00% | +647+13.8% | Added |
| Wells Fargo & Company | 5,165 | $281.5K | 0.00% | −5,860−53.2% | Reduced |
| Franklin Resources Inc | 4,990 | $272.0K | 0.00% | 00.0% | Unchanged |
| Fourthstone LLC | 4,561 | $248.6K | 0.04% | −118,679−96.3% | Reduced |
| Creative Planning | 4,539 | $247.4K | 0.00% | +4,539 | New |
| Point72 Asset Management, L.P. | 4,492 | $244.8K | 0.00% | +4,492 | New |
| Polymer Capital Management (US) LLC | 4,481 | $244.2K | 0.04% | +4,481 | New |
| Advisor Group Holdings, Inc. | 4,446 | $242.3K | 0.00% | 00.0% | Unchanged |
| Sentinel Trust Co Lba | 4,382 | $239.0K | 0.02% | −2,718−38.3% | Reduced |
| Ieq Capital, LLC | 4,357 | $237.5K | 0.00% | +4,357 | New |
| MetLife Investment Management | 4,294 | $234.0K | 0.00% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 4,061 | $221.3K | 0.02% | +4,061 | New |
| Wealth Enhancement Advisory Services, LLC | 3,948 | $218.1K | 0.00% | −1,951−33.1% | Reduced |
| Susquehanna International Group, LLP | 3,905 | $212.8K | 0.00% | +3,905 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 3,757 | $204.8K | 0.00% | +171+4.8% | Added |
| JPMorgan Chase & Co | 3,388 | $182.5K | 0.00% | −2,488−42.3% | Reduced |