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Southern First Bancshares (SFST) Institutional Ownership

Southern First Bancshares logo
$63.01 -0.02 (-0.03%)
Closing price 04:00 PM Eastern
Extended Trading
$63.02 +0.01 (+0.01%)
As of 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.
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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)
66
Total
Institutional Inflows
(last 12 months)
$108.92M
Number of
Institutional Sellers
(last 12 months)
29
Total
Institutional Outflows
(last 12 months)
$41.20M
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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
8/24/2026California State Teachers Retirement System6,660$407K0.0%+1,478.2%0.070%
8/20/2026 Susquehanna Fundamental Investments LLC9,113$557K0.0%N/A0.096%
8/20/2026 Sheets Smith Wealth Management19,639$1.20M0.1%+2.3%0.208%
8/20/2026 Penn Capital Management Company LLC11,080$677K0.0%N/A0.117%
8/19/2026 Wellington Management Group LLP49,465$3.02M0.0%N/A0.523%
8/18/2026 Empowered Funds LLC29,227$1.79M0.0%N/A0.309%
8/17/2026 Bank of America Corp DE91,966$5.62M0.0%N/A0.972%
8/14/2026 Legal & General Group Plc885$54K0.0%N/A0.009%
8/14/2026 The Manufacturers Life Insurance Company 87,448$5.34M0.0%N/A0.924%
8/14/2026 Algert Global LLC41,108$2.51M0.0%+20.9%0.435%
8/13/2026 Connor Clark & Lunn Investment Management Ltd.34,246$2.09M0.0%N/A0.362%
8/12/2026 Northwestern Mutual Wealth Management Co.8,150$498K0.0%N/A0.086%
8/12/2026 Quantbot Technologies LP16,229$992K0.0%N/A0.172%
8/12/2026 De Lisle Partners LLP12,591$770K0.1%N/A0.133%
8/12/2026 Ieq Capital LLC7,331$448K0.0%N/A0.077%
8/7/2026 BlackRock Inc.830,375$50.74M0.0%N/A8.778%
8/7/2026 Deutsche Bank AG8,965$548K0.0%N/A0.095%
8/6/2026 Bank of New York Mellon Corp26,662$1.63M0.0%N/A0.282%
8/6/2026 State of Wyoming1,226$75K0.0%N/A0.013%
8/3/2026 Walleye Capital LLC179,992$11.00M0.0%N/A1.903%
7/8/2026 Assenagon Asset Management S.A.12,950$791K0.0%-47.1%0.137%
6/3/2026 NewEdge Advisors LLC12,143$662K0.0%+8.6%0.128%
5/19/2026 NewEdge Advisors LLC12,143$662K0.0%+8.6%0.128%
5/19/2026 Bank of America Corp DE18,201$992K0.0%+78.2%0.192%
5/19/2026 Arkadios Wealth Advisors7,296$398K0.0%N/A0.077%
5/18/2026 Royal Bank of Canada7,122$388K0.0%-22.3%0.075%
5/18/2026 Empowered Funds LLC27,241$1.49M0.0%+9.1%0.288%
5/16/2026 Quantinno Capital Management LP15,615$851K0.0%+55.0%0.165%
5/14/2026 Renaissance Technologies LLC150,607$8.21M0.0%+17.7%1.592%
5/14/2026 Teton Advisors LLC16,800$916K0.6%-4.0%0.178%
5/14/2026 Gabelli Funds LLC62,534$3.41M0.0%+3.2%0.661%
5/14/2026 Arrowstreet Capital Limited Partnership44,527$2.43M0.0%+33.1%0.471%
5/14/2026 Sei 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%
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4/16/2026 Sheets Smith Wealth Management19,204$1.05M0.1%+17.7%0.233%
2/19/2026 T. 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%
2/18/2026 NewEdge Advisors LLC11,186$576K0.0%-25.1%0.136%
2/18/2026 Empowered Funds LLC24,959$1.29M0.0%+10.4%0.304%
2/18/2026 Zacks Investment Management56,985$2.94M0.0%+19.7%0.694%
2/18/2026 Occudo Quantitative Strategies LP4,267$220K0.0%N/A0.052%
2/18/2026 Millennium Management LLC6,043$311K0.0%-57.5%0.074%
2/18/2026 Azora Capital LP12,526$645K0.0%N/A0.152%
2/18/2026 Bridgeway Capital Management LLC54,352$2.80M0.1%+4.5%0.662%
2/17/2026 AQR Capital Management LLC23,034$1.19M0.0%+13.4%0.280%
2/17/2026 Trexquant Investment LP20,784$1.07M0.0%+142.6%0.253%
2/17/2026 Price T Rowe Associates Inc. MD4,693$242K0.0%N/A0.057%
2/17/2026 T. 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%
2/17/2026 State of Wisconsin Investment Board15,361$791K0.0%+29.1%0.187%
2/17/2026 Captrust Financial Advisors28,229$1.45M0.0%-4.6%0.343%
2/17/2026 Royal Bank of Canada9,163$472K0.0%-2.4%0.111%
2/17/2026 Maltese Capital Management LLC28,644$1.48M0.3%+12.3%0.348%
2/16/2026 Squarepoint Ops LLC16,131$831K0.0%+36.1%0.196%
2/16/2026 Barclays PLC29,800$1.54M0.0%+4.0%0.363%
2/13/2026 Marshall Wace LLP50,451$2.60M0.0%+215.6%0.614%
2/13/2026 Fourthstone LLC123,240$6.35M1.2%-22.4%1.499%
2/13/2026 Charles Schwab Investment Management Inc.22,344$1.15M0.0%-1.0%0.272%
2/13/2026 State 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%
2/12/2026 Banc Funds Co. LLC171,655$8.84M1.8%-16.6%2.088%
2/12/2026 Renaissance 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%
2/12/2026 Informed Momentum Co LLC21,475$1.11M0.1%N/A0.261%
2/11/2026 Empowered Funds LLC24,959$1.29M0.0%+10.4%0.304%
2/11/2026 Franklin 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%
2/10/2026 Goldman Sachs Group Inc.77,980$4.02M0.0%+11.2%0.952%
2/9/2026 Geode 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%
2/5/2026 Gamco Investors INC. ET AL29,400$1.52M0.0%+15.3%0.359%
2/5/2026 Teton Advisors LLC17,500$902K0.6%-2.8%0.214%
2/5/2026 Gabelli 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%
1/1/2026 JPMorgan Chase & Co.7,760$342K0.0%+26.4%0.095%
11/18/2025 Advisory Services Network LLC864$38K0.0%N/A0.011%
11/17/2025 NewEdge Advisors LLC14,930$659K0.0%+45.6%0.182%
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11/17/2025 Qube Research & Technologies Ltd10,364$457K0.0%N/A0.127%
11/17/2025 Maltese Capital Management LLC25,500$1.13M0.2%N/A0.311%
11/17/2025 Millennium Management LLC14,223$628K0.0%+141.8%0.174%
11/17/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.3,525$156K0.0%N/A0.043%
11/17/2025 Citadel Advisors LLC11,452$505K0.0%-49.8%0.140%
11/17/2025 Banc Funds Co. LLC205,874$9.08M1.6%-28.2%2.514%
11/17/2025 Ameriprise Financial Inc.271,671$11.99M0.0%-2.9%3.318%
11/14/2025 Mendon Capital Advisors Corp5,582$245K0.1%N/A0.068%
11/14/2025 Zacks Investment Management47,608$2.10M0.0%+5.7%0.581%
11/14/2025 Two Sigma Investments LP14,516$640K0.0%N/A0.177%


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 87 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 1,868,173 shares in the last 24 months. This purchase volume represents approximately $108.92M in transactions.

Of the 29 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 816,599 shares in the last 24 months. This volume of shares sold represents approximately $41.20M in transactions.


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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 8/24/2026. New 13F filings are added each quarter as they're published.
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