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Southern First Bancshares (SFST) Institutional Ownership

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$60.85 +0.97 (+1.62%)
Closing price 10/2/2026 04:00 PM Eastern
Extended Trading
$60.89 +0.04 (+0.07%)
As of 10/2/2026 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.

Institutional Ownership Changes (13F Filings) for Southern First Bancshares (NASDAQ:SFST)

Current
Institutional Ownership
Percentage
75.00%
Number of
Institutional Buyers
(last 12 months)
65
Total
Institutional Inflows
(last 12 months)
$108.82M
Number of
Institutional Sellers
(last 12 months)
30
Total
Institutional Outflows
(last 12 months)
$41.74M
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SFST Institutional Buying and Selling by Quarter

Southern First Bancshares Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/9/2026Engineers Gate Manager LP4,710$288K0.0%-65.2%0.050%
9/9/2026NewEdge Advisors LLC16,707$1.02M0.0%+37.6%0.177%
8/20/2026Susquehanna Fundamental Investments LLC9,113$557K0.0%N/A0.096%
8/20/2026Sheets Smith Wealth Management19,639$1.20M0.1%+2.3%0.208%
8/20/2026Penn Capital Management Company LLC11,080$677K0.0%N/A0.117%
8/19/2026Wellington Management Group LLP49,465$3.02M0.0%N/A0.523%
8/18/2026Empowered Funds LLC29,227$1.79M0.0%N/A0.309%
8/17/2026Bank of America Corp DE91,966$5.62M0.0%N/A0.972%
8/14/2026Legal & General Group Plc885$54K0.0%N/A0.009%
8/14/2026The Manufacturers Life Insurance Company87,448$5.34M0.0%N/A0.924%
8/14/2026Algert Global LLC41,108$2.51M0.0%+20.9%0.435%
8/13/2026Connor Clark & Lunn Investment Management Ltd.34,246$2.09M0.0%N/A0.362%
8/12/2026Northwestern Mutual Wealth Management Co.8,150$498K0.0%N/A0.086%
8/12/2026Quantbot Technologies LP16,229$992K0.0%N/A0.172%
8/12/2026De Lisle Partners LLP12,591$770K0.1%N/A0.133%
8/12/2026Ieq Capital LLC7,331$448K0.0%N/A0.077%
8/7/2026BlackRock Inc.830,375$50.74M0.0%N/A8.778%
8/7/2026Deutsche Bank AG8,965$548K0.0%N/A0.095%
8/6/2026Bank of New York Mellon Corp26,662$1.63M0.0%N/A0.282%
8/6/2026State of Wyoming1,226$75K0.0%N/A0.013%
8/3/2026Walleye Capital LLC179,992$11.00M0.0%N/A1.903%
7/8/2026Assenagon Asset Management S.A.12,950$791K0.0%-47.1%0.137%
6/3/2026NewEdge Advisors LLC12,143$662K0.0%+8.6%0.128%
5/19/2026NewEdge Advisors LLC12,143$662K0.0%+8.6%0.128%
5/19/2026Bank of America Corp DE18,201$992K0.0%+78.2%0.192%
5/19/2026Arkadios Wealth Advisors7,296$398K0.0%N/A0.077%
5/18/2026Royal Bank of Canada7,122$388K0.0%-22.3%0.075%
5/18/2026Empowered Funds LLC27,241$1.49M0.0%+9.1%0.288%
5/16/2026Quantinno Capital Management LP15,615$851K0.0%+55.0%0.165%
5/14/2026Renaissance Technologies LLC150,607$8.21M0.0%+17.7%1.592%
5/14/2026Teton Advisors LLC16,800$916K0.6%-4.0%0.178%
5/14/2026Gabelli Funds LLC62,534$3.41M0.0%+3.2%0.661%
5/14/2026Arrowstreet Capital Limited Partnership44,527$2.43M0.0%+33.1%0.471%
5/14/2026Sei Investments Co.34,706$1.89M0.0%+147.3%0.367%
5/7/2026Dimensional Fund Advisors LP380,368$20.73M0.0%+0.7%4.021%
5/7/2026Sentinel Trust Co. LBA4,382$239K0.0%-38.3%0.046%
5/5/2026Bank of New York Mellon Corp20,230$1.10M0.0%-3.0%0.245%
5/5/2026Hillsdale Investment Management Inc.6,570$358K0.0%+3,764.7%0.080%
4/24/2026Wagner Wealth Management LLC7,284$397K0.1%-6.2%0.088%
4/20/2026Assenagon Asset Management S.A.24,495$1.34M0.0%+89.2%0.297%
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4/20/2026Godsey & Gibb Inc.11,060$603K0.1%-5.1%0.134%
4/16/2026Sheets Smith Wealth Management19,204$1.05M0.1%+17.7%0.233%
2/19/2026T. Rowe Price Investment Management Inc.784,738$40.43M0.0%-2.7%9.547%
2/19/2026Invesco Ltd.11,057$570K0.0%-19.8%0.135%
2/18/2026NewEdge Advisors LLC11,186$576K0.0%-25.1%0.136%
2/18/2026Empowered Funds LLC24,959$1.29M0.0%+10.4%0.304%
2/18/2026Zacks Investment Management56,985$2.94M0.0%+19.7%0.694%
2/18/2026Occudo Quantitative Strategies LP4,267$220K0.0%N/A0.052%
2/18/2026Millennium Management LLC6,043$311K0.0%-57.5%0.074%
2/18/2026Azora Capital LP12,526$645K0.0%N/A0.152%
2/18/2026Bridgeway Capital Management LLC54,352$2.80M0.1%+4.5%0.662%
2/17/2026AQR Capital Management LLC23,034$1.19M0.0%+13.4%0.280%
2/17/2026Trexquant Investment LP20,784$1.07M0.0%+142.6%0.253%
2/17/2026Price T Rowe Associates Inc. MD4,693$242K0.0%N/A0.057%
2/17/2026T. Rowe Price Investment Management Inc.278,862$14.37M0.0%-65.4%3.392%
2/17/2026Russell Investments Group Ltd.53,353$2.75M0.0%-10.7%0.649%
2/17/2026State of Wisconsin Investment Board15,361$791K0.0%+29.1%0.187%
2/17/2026Captrust Financial Advisors28,229$1.45M0.0%-4.6%0.343%
2/17/2026Royal Bank of Canada9,163$472K0.0%-2.4%0.111%
2/17/2026Maltese Capital Management LLC28,644$1.48M0.3%+12.3%0.348%
2/16/2026Squarepoint Ops LLC16,131$831K0.0%+36.1%0.196%
2/16/2026Barclays PLC29,800$1.54M0.0%+4.0%0.363%
2/13/2026Marshall Wace LLP50,451$2.60M0.0%+215.6%0.614%
2/13/2026Fourthstone LLC123,240$6.35M1.2%-22.4%1.499%
2/13/2026Charles Schwab Investment Management Inc.22,344$1.15M0.0%-1.0%0.272%
2/13/2026State Street Corp164,986$8.50M0.0%+2.7%2.007%
2/13/2026Wells Fargo & Company MN11,025$568K0.0%+20.3%0.134%
2/12/2026Jane Street Group LLC16,962$874K0.0%+9.0%0.206%
2/12/2026Banc Funds Co. LLC171,655$8.84M1.8%-16.6%2.088%
2/12/2026Renaissance Technologies LLC127,907$6.59M0.0%+9.3%1.556%
2/12/2026Dimensional Fund Advisors LP377,711$19.46M0.0%+0.6%4.595%
2/12/2026Informed Momentum Co LLC21,475$1.11M0.1%N/A0.261%
2/11/2026Empowered Funds LLC24,959$1.29M0.0%+10.4%0.304%
2/11/2026Franklin Resources Inc.4,990$257K0.0%-24.6%0.061%
2/11/2026Los Angeles Capital Management LLC20,341$1.05M0.0%+34.7%0.247%
2/10/2026Goldman Sachs Group Inc.77,980$4.02M0.0%+11.2%0.952%
2/9/2026Geode Capital Management LLC178,714$9.21M0.0%-0.5%2.182%
2/6/2026Cullen Frost Bankers Inc.666$34K0.0%+40.2%0.008%
2/5/2026Gamco Investors INC. ET AL29,400$1.52M0.0%+15.3%0.359%
2/5/2026Teton Advisors LLC17,500$902K0.6%-2.8%0.214%
2/5/2026Gabelli Funds LLC60,578$3.12M0.0%+39.7%0.740%
2/2/2026Strs Ohio10,700$551K0.0%-16.4%0.131%
1/26/2026Foster Victor Wealth Advisors LLC9,294$518K0.0%-7.5%0.113%
1/16/2026Abacus Planning Group Inc.30,458$1.57M0.2%-2.1%0.372%
1/12/2026SeaCrest Wealth Management LLC8,038$420K0.0%-13.9%0.098%
1/9/2026SG Americas Securities LLC2,223$115K0.0%N/A0.027%
1/9/2026Assenagon Asset Management S.A.12,950$667K0.0%-10.8%0.158%
1/8/2026Wealth Enhancement Advisory Services LLC5,899$311K0.0%-64.8%0.072%
1/1/2026JPMorgan Chase & Co.7,760$342K0.0%+26.4%0.095%
11/18/2025Advisory Services Network LLC864$38K0.0%N/A0.011%
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11/17/2025NewEdge Advisors LLC14,930$659K0.0%+45.6%0.182%
11/17/2025Qube Research & Technologies Ltd10,364$457K0.0%N/A0.127%
11/17/2025Maltese Capital Management LLC25,500$1.13M0.2%N/A0.311%
11/17/2025Millennium Management LLC14,223$628K0.0%+141.8%0.174%
11/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.3,525$156K0.0%N/A0.043%
11/17/2025Citadel Advisors LLC11,452$505K0.0%-49.8%0.140%
11/17/2025Banc Funds Co. LLC205,874$9.08M1.6%-28.2%2.514%
11/17/2025Ameriprise Financial Inc.271,671$11.99M0.0%-2.9%3.318%
11/14/2025Mendon Capital Advisors Corp5,582$245K0.1%N/A0.068%
11/14/2025Zacks Investment Management47,608$2.10M0.0%+5.7%0.581%


SFST Institutional Ownership - Frequently Asked Questions

During the previous two years, 106 institutional investors and hedge funds held shares of Southern First Bancshares. The most heavily invested institutionals were BlackRock Inc. ($50.74M), T. Rowe Price Investment Management Inc. ($40.43M), Endeavour Capital Advisors Inc. ($25.86M), Dimensional Fund Advisors LP ($20.73M), Vanguard Group Inc. ($19.05M), Ameriprise Financial Inc. ($11.99M), and Walleye Capital LLC ($11.00M).Learn more on Southern First Bancshares' institutional investors.

75.00% of Southern First Bancshares' stock is owned by institutional investors. Learn more on SFST's institutional investor holdings.

Of the 86 institutional investors that purchased Southern First Bancshares' stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: BlackRock Inc. ($830.38K), Rhino Investment Partners Inc ($222.64K), Walleye Capital LLC ($179.99K), Bank of America Corp DE ($102.41K), Fourthstone LLC ($96.89K), The Manufacturers Life Insurance Company ($87.45K), and Wellington Management Group LLP ($72.54K).

Institutional investors have bought a total of 1,866,499 shares in the last 24 months. This purchase volume represents approximately $108.82M in transactions.

Of the 30 institutional investors that sold Southern First Bancshares' stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: T. Rowe Price Investment Management Inc. ($549.06K), Banc Funds Co. LLC ($115.05K), Fourthstone LLC ($35.51K), Assenagon Asset Management S.A. ($29.58K), Citadel Advisors LLC ($11.34K), SeaCrest Wealth Management LLC ($11.03K), and Wealth Enhancement Advisory Services LLC ($10.86K).

Institutional investors have sold a total of 825,406 shares in the last 24 months. This volume of shares sold represents approximately $41.74M in transactions.



Institutional ownership data for NASDAQ:SFST is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/9/2026. New 13F filings are added each quarter as they're published.
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