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Southern First Bancshares (SFST) Institutional Ownership

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$31.02 +0.42 (+1.36%)
As of 10:14 AM 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)
37
Total
Institutional Inflows
(last 12 months)
$20.84M
Number of
Institutional Sellers
(last 12 months)
28
Total
Institutional Outflows
(last 12 months)
$11.30M
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SFST Institutional Buying and Selling by Quarter

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Southern First Bancshares Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/15/2025Assenagon Asset Management S.A.43,306$1.43M0.0%-3.0%0.530%
4/11/2025 Godsey & Gibb Inc.11,660$384K0.0%-4.9%0.143%
4/11/2025 SeaCrest Wealth Management LLC57,671$1.90M0.2%-1.9%0.705%
4/8/2025 Rhumbline Advisers12,034$396K0.0%-3.8%0.147%
4/7/2025 GAMMA Investing LLC7,012$213K0.0%+9,638.9%0.086%
3/24/2025Wellington Management Group LLP65,440$2.60M0.0%+21.4%0.800%
2/17/2025Jacobs Levy Equity Management Inc.15,746$626K0.0%+3.0%0.193%
2/17/2025Deutsche Bank AG7,194$286K0.0%N/A0.088%
2/17/2025D. E. Shaw & Co. Inc.7,950$316K0.0%-4.0%0.097%
2/17/2025Bridgeway Capital Management LLC53,443$2.12M0.0%+1.3%0.655%
2/17/2025Captrust Financial Advisors30,451$1.21M0.0%-58.3%0.373%
2/17/2025Bank of America Corp DE9,114$362K0.0%+36.9%0.112%
2/17/2025BNP Paribas Financial Markets1,328$53K0.0%-35.7%0.016%
2/17/2025Ameriprise Financial Inc.278,549$11.07M0.0%+0.6%3.414%
2/14/2025Rhino Investment Partners Inc230,221$9.15M2.0%+2,936.8%2.821%
2/14/2025Northern Trust Corp79,280$3.15M0.0%+3.3%0.972%
2/14/2025T. Rowe Price Investment Management Inc.797,043$31.68M0.0%+0.3%9.768%
2/14/2025Long Focus Capital Management LLC7,964$317K0.0%-20.4%0.098%
2/14/2025Tower Research Capital LLC TRC 1,011$40K0.0%-54.7%0.012%
2/14/2025MetLife Investment Management LLC4,454$177K0.0%-12.5%0.055%
2/14/2025Dimensional Fund Advisors LP350,875$13.95M0.0%+3.2%4.300%
2/14/2025Banc Funds Co. LLC319,035$12.68M1.4%-13.8%3.910%
2/13/2025Teton Advisors Inc.22,000$874K0.4%-21.4%0.270%
2/13/2025Gabelli Funds LLC33,041$1.31M0.0%+0.9%0.405%
2/13/2025Colonial Trust Advisors5,725$228K0.0%+18.1%0.070%
2/13/2025Renaissance Technologies LLC103,607$4.12M0.0%-1.1%1.270%
2/13/2025Russell Investments Group Ltd.63,557$2.53M0.0%-6.1%0.779%
2/13/2025Wells Fargo & Company MN7,506$298K0.0%+15.1%0.092%
2/12/2025Endeavour Capital Advisors Inc.580,408$23.07M7.3%-0.4%7.113%
2/12/2025Trexquant Investment LP10,540$419K0.0%-25.4%0.129%
2/12/2025Alliancebernstein L.P.129,510$5.15M0.0%-4.3%1.587%
2/12/2025Wellington Management Group LLP65,440$2.60M0.0%+21.4%0.802%
2/12/2025JPMorgan Chase & Co.26,769$1.06M0.0%+84.4%0.328%
2/11/2025Corebridge Financial Inc.3,837$153K0.0%-7.0%0.047%
2/11/2025Vanguard Group Inc.421,300$16.75M0.0%+0.3%5.163%
2/11/2025American Century Companies Inc.97,559$3.88M0.0%+18.1%1.196%
2/11/2025Koss Olinger Consulting LLC42,397$1.69M0.1%N/A0.520%
2/4/2025Bank of New York Mellon Corp21,539$856K0.0%-12.1%0.264%
2/3/2025 Abacus Planning Group Inc.31,123$1.24M0.2%-2.2%0.381%
1/30/2025 Rhumbline Advisers12,506$497K0.0%+7.0%0.153%
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1/29/2025Wagner Wealth Management LLC5,556$221K0.1%-50.6%0.068%
1/28/2025Empowered Funds LLC15,105$600K0.0%+4.7%0.185%
1/23/2025Foster Victor Wealth Advisors LLC9,656$357K0.0%-6.2%0.118%
1/17/2025SG Americas Securities LLC4,041$161K0.0%+35.8%0.050%
1/17/2025Sheets Smith Wealth Management15,191$604K0.1%+3.3%0.186%
1/14/2025Assenagon Asset Management S.A.44,643$1.78M0.0%+43.4%0.547%
1/14/2025 SeaCrest Wealth Management LLC58,806$2.34M0.2%-17.5%0.721%
12/26/2024JPMorgan Chase & Co.14,518$495K0.0%+136.9%0.178%
11/19/2024Barclays PLC25,303$862K0.0%+47.2%0.310%
11/16/2024Geode Capital Management LLC171,207$5.84M0.0%+1.9%2.098%
11/15/2024Barclays PLC25,303$862K0.0%+47.2%0.310%
11/15/2024Jane Street Group LLC7,462$254K0.0%-8.3%0.091%
11/15/2024Wellington Management Group LLP53,903$1.84M0.0%-39.4%0.661%
11/15/2024State Street Corp156,538$5.34M0.0%+1.1%1.918%
11/15/2024Hotchkis & Wiley Capital Management LLC72,484$2.47M0.0%-21.1%0.888%
11/15/2024Banc Funds Co. LLC370,243$12.62M1.4%-7.7%4.537%
11/14/2024Fourthstone LLC33,897$1.16M0.3%N/A0.415%
11/14/2024De Lisle Partners LLP12,591$431K0.1%+15.6%0.154%
11/13/2024BNP Paribas Financial Markets2,066$70K0.0%+37.9%0.025%
11/8/2024Princeton Capital Management LLC6,000$204K0.1%N/A0.074%
11/6/2024Empowered Funds LLC14,430$492K0.0%+4.9%0.177%
11/6/2024Cornercap Investment Counsel Inc.8,168$278K0.1%-50.5%0.100%
10/23/2024Assenagon Asset Management S.A.31,140$1.06M0.0%+10.1%0.382%
10/16/2024 SeaCrest Wealth Management LLC71,260$2.43M0.3%-23.9%0.874%
10/15/2024Foster Victor Wealth Advisors LLC10,295$351K0.0%+3.1%0.126%
10/3/2024SG Americas Securities LLC2,976$101K0.0%N/A0.036%
8/15/2024Long Focus Capital Management LLC10,000$292K0.0%N/A0.123%
8/14/2024Gabelli Funds LLC33,468$979K0.0%+31.5%0.410%
8/9/2024Renaissance Technologies LLC92,293$2.70M0.0%+9.2%1.132%
8/9/2024Dimensional Fund Advisors LP323,001$9.44M0.0%+3.2%3.960%
8/8/2024American Century Companies Inc.80,056$2.34M0.0%-3.1%0.982%
7/26/2024Bank of New York Mellon Corp32,654$955K0.0%+9.9%0.400%
7/22/2024 SeaCrest Wealth Management LLC93,639$2.74M0.3%-32.8%1.148%
7/18/2024Foster Victor Wealth Advisors LLC9,983$292K0.0%+19.3%0.122%
7/18/2024Assenagon Asset Management S.A.28,280$827K0.0%+2.9%0.347%
5/16/2024California State Teachers Retirement System772$25K0.0%-38.9%0.009%
5/15/2024Quadrature Capital Ltd12,434$394K0.0%N/A0.152%
5/15/2024Gabelli Funds LLC25,443$808K0.0%+181.4%0.312%
5/15/2024Teton Advisors Inc.37,500$1.19M0.4%-1.3%0.460%
5/10/2024Acadian Asset Management LLC54,457$1.73M0.0%+36.4%0.668%
5/10/2024Vanguard Group Inc.413,259$13.13M0.0%+4.0%5.067%
5/7/2024Empowered Funds LLC12,860$408K0.0%+7.3%0.158%
5/1/2024BNP Paribas Financial Markets3,921$125K0.0%+93.5%0.048%
4/27/2024Foster Victor Wealth Advisors LLC8,369$266K0.0%N/A0.103%
4/23/2024 Godsey & Gibb Inc.12,260$389K0.0%-4.7%0.150%
4/18/2024 SeaCrest Wealth Management LLC139,310$4.42M0.5%+1.3%1.707%
3/5/2024Wellington Management Group LLP151,436$5.62M0.0%+27.5%1.872%
2/23/2024Mendon Capital Advisors Corp7,699$286K0.1%N/A0.095%
2/13/2024Teton Advisors Inc.38,000$1.41M0.5%-7.3%0.470%
2/13/2024FinTrust Capital Advisors LLC2,780$103K0.0%+256.4%0.034%
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2/12/2024rhino investment partners Inc14,845$551K0.1%N/A0.183%
2/7/2024Patton Albertson Miller Group LLC5,637$209K0.0%N/A0.070%
2/6/2024Sheets Smith Wealth Management14,701$545K0.1%-3.6%0.182%
2/5/2024Russell Investments Group Ltd.61,800$2.29M0.0%+16.9%0.764%
2/1/2024New York State Common Retirement Fund2,764$103K0.0%-47.4%0.034%
1/30/2024Strs Ohio16,200$601K0.0%-15.2%0.200%
1/19/2024 Abacus Planning Group Inc.31,854$1.18M0.2%-3.1%0.394%
1/19/2024Wagner Wealth Management LLC5,631$209K0.1%N/A0.070%
1/17/2024Assenagon Asset Management S.A.27,679$1.03M0.0%-14.8%0.342%
1/16/2024 Godsey & Gibb Inc.12,860$477K0.1%-3.7%0.159%
(Data available from 1/1/2016 forward)

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SFST Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SFST shares?

During the previous two years, 68 institutional investors and hedge funds held shares of Southern First Bancshares. The most heavily invested institutionals were T. Rowe Price Investment Management Inc. ($31.68M), Endeavour Capital Advisors Inc. ($23.07M), FJ Capital Management LLC ($19.58M), Vanguard Group Inc. ($16.75M), Dimensional Fund Advisors LP ($13.95M), Banc Funds Co. LLC ($12.68M), and Ameriprise Financial Inc. ($11.07M).Learn more on SFST's institutional investors.

What percentage of Southern First Bancshares stock is owned by institutional investors?

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

Which institutional investors have been buying Southern First Bancshares stock?

Of the 50 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: FJ Capital Management LLC ($332.78K), Rhino Investment Partners Inc ($237.49K), Wellington Management Group LLP ($61.00K), Russell Investments Group Ltd. ($43.58K), Koss Olinger Consulting LLC ($42.40K), Banc Funds Co. LLC ($40K), and Assenagon Asset Management S.A. ($39.24K).

How much institutional buying is happening at Southern First Bancshares?

Institutional investors have bought a total of 1,216,832 shares in the last 24 months. This purchase volume represents approximately $38.30M in transactions.

Which Southern First Bancshares major shareholders have been selling company stock?

Of the 35 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: Banc Funds Co. LLC ($82.21K), SeaCrest Wealth Management LLC ($81.64K), Teton Advisors Inc. ($43.51K), Captrust Financial Advisors ($42.58K), Wellington Management Group LLP ($35.03K), Hotchkis & Wiley Capital Management LLC ($19.40K), and Sheets Smith Wealth Management ($16.09K).

How much institutional selling is happening at Southern First Bancshares?

Institutional investors have sold a total of 402,429 shares in the last 24 months. This volume of shares sold represents approximately $13.89M in transactions.



This page (NASDAQ:SFST) was last updated on 4/16/2025 by MarketBeat.com Staff
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