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Southern First Bancshares (SFST) Institutional Ownership

Southern First Bancshares logo
$56.12 +0.38 (+0.69%)
As of 03:08 PM Eastern
This is a fair market value price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for Southern First Bancshares (NASDAQ:SFST)

Current
Institutional Ownership
Percentage
75.00%
Number of
Institutional Buyers
(last 12 months)
56
Total
Institutional Inflows
(last 12 months)
$23.96M
Number of
Institutional Sellers
(last 12 months)
39
Total
Institutional Outflows
(last 12 months)
$43.38M
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SFST Institutional Buying and Selling by Quarter

Southern First Bancshares Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/14/2026Sei Investments Co.34,706$1.89M0.0%+147.3%0.367%
5/7/2026 Dimensional Fund Advisors LP380,368$20.73M0.0%+0.7%4.021%
5/7/2026 Sentinel Trust Co. LBA4,382$239K0.0%-38.3%0.046%
5/5/2026 Bank of New York Mellon Corp20,230$1.10M0.0%-3.0%0.245%
5/5/2026 Hillsdale Investment Management Inc.6,570$358K0.0%+3,764.7%0.080%
4/24/2026 Wagner Wealth Management LLC7,284$397K0.1%-6.2%0.088%
4/20/2026 Assenagon Asset Management S.A.24,495$1.34M0.0%+89.2%0.297%
4/20/2026 Godsey & Gibb Inc.11,060$603K0.1%-5.1%0.134%
4/16/2026 Sheets 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%
2/19/2026 Invesco 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%
2/17/2026 Russell 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%
2/13/2026 Wells Fargo & Company MN11,025$568K0.0%+20.3%0.134%
2/12/2026 Jane 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%
2/12/2026 Dimensional 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%
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2/11/2026Franklin Resources Inc.4,990$257K0.0%-24.6%0.061%
2/11/2026 Los 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%
2/6/2026 Cullen 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%
2/2/2026 Strs Ohio10,700$551K0.0%-16.4%0.131%
1/26/2026 Foster Victor Wealth Advisors LLC9,294$518K0.0%-7.5%0.113%
1/16/2026 Abacus Planning Group Inc.30,458$1.57M0.2%-2.1%0.372%
1/12/2026 SeaCrest Wealth Management LLC8,038$420K0.0%-13.9%0.098%
1/9/2026 SG Americas Securities LLC2,223$115K0.0%N/A0.027%
1/9/2026 Assenagon Asset Management S.A.12,950$667K0.0%-10.8%0.158%
1/8/2026 Wealth 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%
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%
11/14/2025Two Sigma Investments LP14,516$640K0.0%N/A0.177%
11/14/2025Squarepoint Ops LLC11,850$523K0.0%+25.3%0.145%
11/13/2025 SeaCrest Wealth Management LLC9,334$403K0.0%-51.1%0.114%
11/13/2025Arrowstreet Capital Limited Partnership17,128$756K0.0%N/A0.209%
11/13/2025 BNP Paribas Financial Markets2,185$96K0.0%+58.3%0.027%
11/13/2025Franklin Resources Inc.6,616$292K0.0%N/A0.081%
11/13/2025 Russell Investments Group Ltd.59,760$2.64M0.0%+17.8%0.730%
11/12/2025Gabelli Funds LLC43,350$1.91M0.0%+3.6%0.529%
11/12/2025Teton Advisors LLC18,000$794K0.5%N/A0.220%
11/12/2025Barclays PLC28,649$1.26M0.0%-7.9%0.350%
11/12/2025 Dimensional Fund Advisors LP375,382$16.56M0.0%+1.4%4.584%
11/10/2025 Hillsdale Investment Management Inc.7,170$316K0.0%N/A0.088%
11/7/2025 Endeavour Capital Advisors Inc.586,014$25.86M7.8%-0.5%7.156%
11/7/2025Vanguard Group Inc.431,814$19.05M0.0%+2.6%5.273%
11/7/2025JPMorgan Chase & Co.7,760$342K0.0%+26.4%0.095%
11/6/2025 Rhumbline Advisers11,769$519K0.0%-2.6%0.144%
11/5/2025 ELCO Management Co. LLC5,582$246K0.1%-19.7%0.068%
11/4/2025 Sentinel Trust Co. LBA7,100$313K0.0%N/A0.087%
10/30/2025 Strs Ohio12,800$565K0.0%-7.9%0.156%
10/29/2025 Wealth Enhancement Advisory Services LLC16,754$730K0.0%+2.4%0.205%
10/21/2025 Wagner Wealth Management LLC7,764$343K0.1%-11.2%0.095%
10/15/2025CWM LLC1,714$76K0.0%+111.3%0.021%
10/10/2025 Foster Victor Wealth Advisors LLC10,044$441K0.0%-2.4%0.123%
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10/7/2025 Assenagon Asset Management S.A.14,518$641K0.0%-53.1%0.177%
8/15/2025Tower Research Capital LLC TRC 1,633$62K0.0%+154.0%0.020%
8/15/2025 BNP Paribas Financial Markets1,380$52K0.0%+28.7%0.017%
8/15/2025Bridgeway Capital Management LLC52,058$1.98M0.0%+7.0%0.636%
8/15/2025Bank of America Corp DE7,996$304K0.0%-12.7%0.098%
8/14/2025 Jane Street Group LLC9,458$360K0.0%+2.9%0.116%
8/14/2025Raymond James Financial Inc.1,962$75K0.0%N/A0.024%
8/14/2025Fourthstone LLC129,174$4.91M1.0%+95.2%1.579%
8/14/2025NewEdge Advisors LLC10,257$390K0.0%-17.6%0.125%
8/13/2025Gabelli Funds LLC41,850$1.59M0.0%+14.2%0.512%


SFST Institutional Ownership - Frequently Asked Questions

During the previous two years, 94 institutional investors and hedge funds held shares of Southern First Bancshares. The most heavily invested institutionals were 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), Geode Capital Management LLC ($9.21M), and Banc Funds Co. LLC ($8.84M).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 75 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: Rhino Investment Partners Inc ($222.64K), Fourthstone LLC ($96.89K), Gabelli Funds LLC ($52.26K), Koss Olinger Consulting LLC ($42.40K), Marshall Wace LLP ($34.47K), Dimensional Fund Advisors LP ($31.29K), and Assenagon Asset Management S.A. ($28.71K).

Institutional investors have bought a total of 525,786 shares in the last 24 months. This purchase volume represents approximately $23.96M in transactions.

Of the 36 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), SeaCrest Wealth Management LLC ($49.63K), Fourthstone LLC ($35.51K), Assenagon Asset Management S.A. ($30.36K), Russell Investments Group Ltd. ($14.48K), and Citadel Advisors LLC ($11.34K).

Institutional investors have sold a total of 882,582 shares in the last 24 months. This volume of shares sold represents approximately $43.38M in transactions.


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This page (NASDAQ:SFST) was last updated on 5/14/2026 by MarketBeat.com Staff.
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