Southern First BancsharesSFST

13F holders, Q4 2025 (December 31)
129holders +13
15new positions
3sold out
6famous investors
$51.50avg. 13F price*

At the end of Q4 2025, 129 institutions reported holding Southern First Bancshares (SFST) in their 13F filings, up 13 from Q3 2025. 15 opened new positions and 3 sold out. The largest holders were FJ Capital Management LLC ($41.6M), T. Rowe Price Investment Management, Inc. ($40.4M) and BlackRock, Inc. ($37.2M). 6 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions15$3.3M
Exits3$1.3M

All 13F filers, Q3 2025 → Q4 2025: 316,386 shares bought and 200,770 shares sold, net +115,616 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 129 holders

FJ Capital Management LLC 4.59% No change 807,223 $41.6M
T. Rowe Price Investment Management, Inc. 0.03% Reduce -2.7% 784,738 $40.4M
BlackRock, Inc. 0.00% Reduce -0.7% 721,834 $37.2M
Endeavour Capital Advisors Inc. 8.40% No change 586,014 $30.2M
Vanguard Group Inc. 0.00% Add +1.2% 437,014 $22.5M
Dimensional Fund Advisors LP 0.00% Add +0.6% 377,711 $19.5M
Ameriprise Financial Inc. 0.00% Reduce -1.4% 267,743 $13.8M
Rhino Investment Partners, Inc 3.07% No change 210,121 $10.8M
Geode Capital Management, LLC 0.00% Reduce -0.5% 178,714 $9.2M
Banc Funds Co. LLC 1.75% Reduce -16.6% 171,655 $8.8M
State Street Corp. 0.00% Add +2.7% 164,986 $8.5M
Alliancebernstein L.P. 0.00% No change 157,376 $8.1M
Renaissance Technologies 0.01% Add +9.3% 127,907 $6.6M
American Century Companies Inc. 0.00% Add +18.2% 125,569 $6.5M
Fourthstone LLC 1.19% Reduce -22.4% 123,240 $6.3M
Acadian Asset Management LLC 0.01% Add +10.1% 88,783 $4.6M
Goldman Sachs Group Inc. 0.00% Add +11.2% 77,980 $4.0M
Northern Trust Corp. 0.00% Reduce -7.5% 66,773 $3.4M
Gabelli Funds LLC 0.02% Add +39.7% 60,578 $3.1M
Zacks Investment Management 0.02% Add +19.7% 56,985 $2.9M
Bridgeway Capital Management, LLC 0.06% Add +4.5% 54,352 $2.8M
Morgan Stanley 0.00% Add +9.6% 54,052 $2.8M
Russell Investments Group, Ltd. 0.00% Reduce -10.7% 53,353 $2.7M
Marshall Wace, LLP 0.00% Add +215.6% 50,451 $2.6M
Koss-Olinger Consulting, LLC 0.17% No change 42,397 $2.2M
Citadel Advisors 0.00% Add +212.1% 35,739 $1.8M
Arrowstreet Capital, Limited Partnership 0.00% Add +95.4% 33,462 $1.7M
Abacus Planning Group, Inc. 0.21% Reduce -2.1% 30,458 $1.6M
Barclays PLC 0.00% Add +4.0% 29,800 $1.5M
GAMCO Investors 0.01% Add +15.3% 29,400 $1.5M
Maltese Capital Management LLC 0.27% Add +12.3% 28,644 $1.5M
Captrust Financial Advisors 0.00% Reduce -4.6% 28,229 $1.5M
D. E. Shaw & Co. 0.00% Add +152.5% 23,832 $1.2M
Qube Research & Technologies Ltd 0.00% Add +128.5% 23,679 $1.2M
AQR Capital Management 0.00% Add +13.4% 23,034 $1.2M
Charles Schwab Investment Management Inc. 0.00% Reduce -1.0% 22,344 $1.2M
Informed Momentum Co LLC 0.12% New 21,475 $1.1M
Bank of New York Mellon Corp 0.00% Reduce -8.2% 20,854 $1.1M
Trexquant Investment LP 0.01% Add +142.6% 20,784 $1.1M
Teton Advisors, LLC 0.63% Reduce -2.8% 17,500 $902K
Los Angeles Capital Management LLC 0.00% Add +34.7% 20,341 $894K
Jane Street Group, LLC 0.00% Add +9.0% 16,962 $874K
Sheets Smith Wealth Management 0.09% No change 16,321 $841K
Squarepoint Ops LLC 0.00% Add +36.1% 16,131 $831K
State of Wisconsin Investment Board 0.00% Add +29.1% 15,361 $791K
UBS Group AG 0.00% Add +25.9% 15,201 $783K
Nuveen, LLC 0.00% No change 14,635 $754K
Sei Investments Co. 0.00% New 14,033 $723K
Assenagon Asset Management S.A. 0.00% Reduce -10.8% 12,950 $667K
De Lisle Partners LLP 0.08% No change 12,591 $649K
Azora Capital LP 0.04% New 12,526 $645K
Godsey & Gibb, Inc. 0.05% No change 11,660 $601K
NewEdge Advisors, LLC 0.00% Reduce -25.1% 11,186 $576K
Invesco Ltd. 0.00% Reduce -19.8% 11,057 $570K
Wells Fargo & Company 0.00% Add +20.3% 11,025 $568K
STRS Ohio 0.00% Reduce -16.4% 10,700 $551K
Bank of America Corp. 0.00% Add +24.7% 10,216 $526K
Rhumbline Advisers 0.00% Reduce -13.8% 10,141 $522K
Quantinno Capital Management LP 0.00% Add +103.0% 10,075 $519K
Foster Victor Wealth Advisors, LLC 0.03% Reduce -7.5% 9,294 $518K
Royal Bank of Canada 0.00% Reduce -2.4% 9,163 $472K
Northwestern Mutual Wealth Management Co. 0.00% No change 8,235 $424K
SeaCrest Wealth Management, LLC 0.04% Reduce -13.9% 8,038 $420K
Wagner Wealth Management, LLC 0.09% No change 7,764 $400K
Colton Groome Financial Advisors, LLC 0.11% No change 7,675 $395K
Sentinel Trust Co. Lba 0.04% No change 7,100 $366K
Connor, Clark & Lunn Investment Management Ltd. 0.00% Add +9.7% 6,556 $338K
Millennium Management 0.00% Reduce -57.5% 6,043 $311K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -64.8% 5,899 $311K
Panagora Asset Management Inc. 0.00% Reduce -1.3% 6,004 $309K
JPMorgan Chase & Co. 0.00% Reduce -24.3% 5,876 $303K
Two Sigma Investments, LP 0.00% Reduce -61.0% 5,662 $292K
ELCO Management Co., LLC 0.18% No change 5,582 $288K
Mendon Capital Advisors Corp. 0.11% No change 5,582 $288K
BNP Paribas Financial Markets 0.00% Add +142.4% 5,297 $273K
Franklin Resources Inc. 0.00% Reduce -24.6% 4,990 $257K
Colonial Trust Advisors 0.02% Reduce -1.3% 4,786 $247K
T. Rowe Price Associates Inc. 0.00% New 4,693 $242K
Osaic Holdings, Inc. 0.00% Reduce -0.0% 4,446 $229K
Citigroup Inc. 0.00% Add +564.0% 4,349 $224K
MetLife Investment Management, LLC 0.00% No change 4,294 $221K
Occudo Quantitative Strategies LP 0.01% New 4,267 $220K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +1.7% 3,586 $185K
Deutsche Bank AG 0.00% Reduce -2.5% 3,028 $156K
Canada Pension Plan Investment Board 0.00% New 2,900 $149K
New York State Common Retirement Fund 0.00% No change 2,763 $142K
SG Americas Securities, LLC 0.00% New 2,223 $115K
Police & Firemen's Retirement System of New Jersey 0.00% No change 2,232 $115K
Signaturefd, LLC 0.00% Add +1.8% 1,938 $100K
Cwm, LLC 0.00% Add +10.6% 1,895 $98K
FMR LLC 0.00% Add +3.3% 1,494 $77K
Colonial Trust Co / SC 0.01% No change 1,205 $62K
Pinnacle Wealth Planning Services, Inc. 0.01% New 1,103 $57K
Cullen/Frost Bankers, Inc. 0.00% Add +40.2% 666 $34K
Legal & General Group Plc 0.00% Reduce -9.4% 658 $34K
Tower Research Capital LLC (TRC) 0.00% Add +110.5% 621 $32K
Ameritas Investment Partners, Inc. 0.00% No change 613 $32K
Blue Trust, Inc. 0.00% Add +37.0% 600 $31K
California State Teachers Retirement System 0.00% Reduce -14.5% 479 $25K
Sterling Capital Management LLC 0.00% Reduce -16.9% 446 $23K

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

Show all 129 holders