Southern First Bancshares (SFST) Institutional Ownership

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$59.96 +0.24 (+0.40%)
Closing price 04:00 PM Eastern
Extended Trading
$60.04 +0.09 (+0.14%)
As of 04:10 PM Eastern
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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)
55
Total
Institutional Inflows
(last 12 months)
$26.12M
Number of
Institutional Sellers
(last 12 months)
34
Total
Institutional Outflows
(last 12 months)
$43.45M
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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
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%
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%
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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%
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%
11/14/2025 Squarepoint Ops LLC11,850$523K0.0%+25.3%0.145%
11/13/2025 SeaCrest Wealth Management LLC9,334$403K0.0%-51.1%0.114%
11/13/2025 Arrowstreet Capital Limited Partnership17,128$756K0.0%N/A0.209%
11/13/2025 BNP Paribas Financial Markets2,185$96K0.0%+58.3%0.027%
11/13/2025 Franklin 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%
11/12/2025 Gabelli Funds LLC43,350$1.91M0.0%+3.6%0.529%
11/12/2025 Teton Advisors LLC18,000$794K0.5%N/A0.220%
11/12/2025 Barclays 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%
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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%
11/7/2025 JPMorgan 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%
10/15/2025 CWM LLC1,714$76K0.0%+111.3%0.021%


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 76 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), Koss Olinger Consulting LLC ($42.40K), Renaissance Technologies LLC ($41.39K), Gabelli Funds LLC ($37.82K), Marshall Wace LLP ($34.47K), and Dimensional Fund Advisors LP ($31.29K).

Institutional investors have bought a total of 551,558 shares in the last 24 months. This purchase volume represents approximately $26.12M in transactions.

Of the 34 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 882,912 shares in the last 24 months. This volume of shares sold represents approximately $43.45M in transactions.



This page (NASDAQ:SFST) was last updated on 6/24/2026 by MarketBeat.com Staff.
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