Southern First BancsharesSFST

13F holders, Q3 2024 (September 30)
101holders +6
10new positions
5sold out
4famous investors
$34.08avg. 13F price*

At the end of Q3 2024, 101 institutions reported holding Southern First Bancshares (SFST) in their 13F filings, up 6 from Q2 2024. 10 opened new positions and 5 sold out. The largest holders were FJ Capital Management LLC ($27.5M), T. Rowe Price Investment Management, Inc. ($27.1M) and BlackRock, Inc. ($26.3M). 4 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Southern First Bancshares
CUSIP
842873101
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200 Q1 2024: 91Q1 2024Q2 2024: 95Q2 2024Q3 2024: 101Q3 2024Q4 2024: 94Q4 2024Q1 2025: 97Q1 2025Q2 2025: 102Q2 2025Q3 2025: 116Q3 2025Q4 2025: 129Q4 2025Q1 2026: 149Q1 2026Q2 2026: 165Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions10$3.0M
Exits5$3.3M

All 13F filers, Q2 2024 → Q3 2024: 312,563 shares bought and 268,018 shares sold, net +44,545 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 101 holders

FJ Capital Management LLC 2.88% No change 807,223 $27.5M
T. Rowe Price Investment Management, Inc. 0.02% Add +4.0% 795,017 $27.1M
BlackRock, Inc. 0.00% — 772,265 $26.3M
Endeavour Capital Advisors Inc. 6.23% Add +11.3% 582,508 $19.9M
Vanguard Group Inc. 0.00% Add +1.6% 420,051 $14.3M
Banc Funds Co. LLC 1.37% Reduce -7.7% 370,243 $12.6M
Dimensional Fund Advisors LP 0.00% Add +5.3% 340,021 $11.6M
Ameriprise Financial Inc. 0.00% Add +1.8% 276,939 $9.4M
Geode Capital Management, LLC 0.00% Add +1.9% 171,207 $5.8M
State Street Corp. 0.00% Add +1.1% 156,538 $5.3M
Alliancebernstein L.P. 0.00% Add +0.2% 135,355 $4.6M
Renaissance Technologies 0.01% Add +13.6% 104,807 $3.6M
American Century Companies Inc. 0.00% Add +3.2% 82,593 $2.8M
Northern Trust Corp. 0.00% Reduce -0.5% 76,720 $2.6M
Captrust Financial Advisors 0.01% Add +0.0% 73,034 $2.5M
Hotchkis & Wiley Capital Management LLC 0.01% Reduce -21.1% 72,484 $2.5M
SeaCrest Wealth Management, LLC 0.26% Reduce -23.9% 71,260 $2.4M
Russell Investments Group, Ltd. 0.00% Add +5.0% 67,715 $2.3M
Goldman Sachs Group Inc. 0.00% Add +74.4% 64,818 $2.2M
Morgan Stanley 0.00% Add +24.6% 62,189 $2.1M
Acadian Asset Management LLC 0.01% Add +1.9% 55,484 $1.9M
Wellington Management Group LLP 0.00% Reduce -39.4% 53,903 $1.8M
Bridgeway Capital Management, LLC 0.04% Reduce -7.6% 52,768 $1.8M
Royal Bank of Canada 0.00% Add +18.8% 35,596 $1.2M
Fourthstone LLC 0.26% New 33,897 $1.2M
Gabelli Funds LLC 0.01% Reduce -2.2% 32,741 $1.1M
Abacus Planning Group, Inc. 0.19% No change 31,826 $1.1M
Assenagon Asset Management S.A. 0.00% Add +10.1% 31,140 $1.1M
Teton Advisors, Inc. 0.44% Reduce -22.2% 28,000 $954K
Barclays PLC 0.00% Add +47.2% 25,303 $862K
Bank of New York Mellon Corp 0.00% Reduce -24.9% 24,512 $835K
GAMCO Investors 0.01% No change 24,500 $835K
Citadel Advisors 0.00% Add +55.4% 22,341 $761K
Charles Schwab Investment Management Inc. 0.00% Reduce -0.4% 21,482 $732K
Nuveen Asset Management, LLC 0.00% No change 18,714 $638K
Invesco Ltd. 0.00% Reduce -37.6% 17,369 $592K
STRS Ohio 0.00% Reduce -11.0% 16,200 $552K
Jacobs Levy Equity Management, Inc. 0.00% Reduce -0.7% 15,284 $521K
Sheets Smith Wealth Management 0.06% No change 14,701 $501K
JPMorgan Chase & Co. 0.00% Add +136.9% 14,518 $495K
Empowered Funds, LLC 0.01% Add +4.9% 14,430 $492K
Trexquant Investment LP 0.01% New 14,137 $482K
De Lisle Partners LLP 0.07% Add +15.6% 12,591 $431K
NewEdge Advisors, LLC 0.00% No change 12,455 $424K
Godsey & Gibb, Inc. 0.04% No change 12,260 $418K
Rhumbline Advisers 0.00% Reduce -1.6% 11,693 $398K
Wagner Wealth Management, LLC 0.10% Reduce -0.7% 11,246 $383K
Foster Victor Wealth Advisors, LLC 0.03% Add +3.1% 10,295 $351K
Long Focus Capital Management, LLC 0.03% No change 10,000 $341K
Two Sigma Investments, LP 0.00% New 8,562 $292K
State of Wisconsin Investment Board 0.00% Reduce -19.1% 8,500 $290K
D. E. Shaw & Co. 0.00% Add +2.5% 8,277 $282K
Cornercap Investment Counsel Inc. 0.08% Reduce -50.5% 8,168 $278K
Mendon Capital Advisors Corp. 0.17% No change 7,842 $267K
ELCO Management Co., LLC 0.14% No change 7,842 $267K
Colton Groome Financial Advisors, LLC 0.10% New 7,675 $262K
Rhino Investment Partners, Inc 0.06% New 7,581 $258K
Jane Street Group, LLC 0.00% Reduce -8.3% 7,462 $254K
Squarepoint Ops LLC 0.00% New 7,239 $247K
Bank of America Corp. 0.00% Add +1.7% 6,659 $227K
Wells Fargo & Company 0.00% Add +2.0% 6,520 $222K
Two Sigma Advisers, LP 0.00% Reduce -11.6% 6,100 $208K
Princeton Capital Management LLC 0.06% New 6,000 $204K
Northwestern Mutual Wealth Management Co. 0.00% No change 5,896 $201K
Citigroup Inc. 0.00% Add +224.8% 5,625 $192K
UBS Group AG 0.00% Reduce -12.0% 5,460 $186K
MetLife Investment Management, LLC 0.00% No change 5,092 $174K
Colonial Trust Advisors 0.01% No change 4,848 $165K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +28.6% 4,186 $143K
Corebridge Financial, Inc. 0.00% Reduce -0.6% 4,127 $141K
SG Americas Securities, LLC 0.00% New 2,976 $101K
FinTrust Capital Advisors, LLC 0.02% No change 2,780 $95K
New York State Common Retirement Fund 0.00% No change 2,763 $94K
Public Employees Retirement System of Ohio 0.00% No change 2,391 $81K
Tower Research Capital LLC (TRC) 0.00% Add +44.2% 2,233 $76K
BNP Paribas Financial Markets 0.00% Add +37.9% 2,066 $70K
Signaturefd, LLC 0.00% No change 1,904 $65K
FMR LLC 0.00% Add +4.6% 1,457 $50K
Colonial Trust Co / SC 0.01% No change 1,205 $41K
Legal & General Group Plc 0.00% No change 726 $25K
Ameritas Investment Partners, Inc. 0.00% No change 613 $21K
Brown Brothers Harriman & Co. 0.00% No change 608 $21K
Blue Trust, Inc. 0.00% No change 690 $20K
California State Teachers Retirement System 0.00% No change 559 $19K
Rise Advisors, LLC 0.01% No change 558 $19K
Cwm, LLC 0.00% Add +44.9% 297 $10K
ORG Partners LLC 0.00% Reduce -17.5% 274 $9K
Amalgamated Bank 0.00% No change 259 $9K
Anchor Investment Management, LLC 0.00% No change 218 $7K
Carolinas Wealth Consulting LLC 0.00% No change 118 $4K
Concourse Financial Group Securities, Inc. 0.00% No change 96 $3K
EverSource Wealth Advisors, LLC 0.00% No change 70 $2K
Comerica Bank 0.00% No change 67 $2K
GAMMA Investing LLC 0.00% Add +11.4% 49 $2K
Smartleaf Asset Management LLC 0.00% Add +354.6% 50 $2K
Earned Wealth Advisors, LLC 0.00% New 25 $852
Sterling Capital Management LLC 0.00% — 24 $818
Nisa Investment Advisors, LLC 0.00% No change 15 $511
International Assets Investment Management, LLC 0.00% No change 11 $375
Arax Advisory Partners 0.00% No change 3 $103
Avion Wealth 0.00% New 16 $0

"% of holder's portfolio" is SFST's weight in each manager's 13F, not the share of Southern First Bancshares the manager owns.