Southern First Bancshares SFST Institutional Ownership

NASDAQ SFST

$61.68 -0.13 (-0.21%)

At close: Sep 18, 2026 · 4:00 PM EDT

Institutions by Trading Activity

166 Institutions

Increased 111 66.9%

Unchanged 30 18.1%

Reduced 25 15.1%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

93.45%

▲+9.64 pp QoQ

Shares Held by Institutions

8.58Mn

of 9.18Mn outstanding

▲+31.59% QoQ

Shares Outstanding

9.18Mn

601.23K held outside 13F filers

Institutional Investors

166

filed 13F for Jun 2026

▲+16 vs prior quarter

Net Shares Added (QoQ)

+2.06Mn

accumulated since last quarter

Value of Holdings

$529.43Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Southern First Bancshares Inc (NASDAQ:SFST) has 166 institutional investors that have filed 13F reports for the period ending June 2026.

These investors held 93.5% of outstanding shares in June 2026, up from 83.8% in March 2026.
Their total shares held in SFST increased 31.59% from the prior quarter, while the number of investors in Southern First Bancshares increased 66.0% year over year.
Activity in SFST broke down as 111 buyers, 25 sellers, and 30 unchanged among 166 total holders.
Combined, these investors held 8.58Mn shares in SFST for June 2026, up by 2.06Mn shares quarter on quarter, and up 1.99Mn shares year over year.
As of June 30, 2026, the biggest holder of Southern First Bancshares is FJ Capital Management LLC at 892.22K shares, representing 9.71% of shares outstanding.
The most significant purchases of SFST for the quarter ending June 2026 came from State Street Corp (205.56K), Walleye Capital LLC (179.99K), BlackRock, Inc. (117.96K), Stieven Capital Advisors, L.P. (94.11K), Jpmorgan Chase & Co (92.82K).
The largest sellers of Southern First Bancshares for the quarter ending June 2026 were ACADIAN ASSET MANAGEMENT LLC (79.7K), Ameriprise Financial Inc (23.6K), Sei Investments Co (12.91K), Assenagon Asset Management S.A. (11.54K), BANC FUNDS CO LLC (9.0K).
Per Business Quant data, the top 10 holders of Southern First Bancshares for the quarter ending June 2026 are FJ Capital Management LLC (892.22K), T. Rowe Price Investment Management, Inc. (844.65K), BlackRock, Inc. (830.38K), ENDEAVOUR CAPITAL ADVISORS INC (662.86K), VANGUARD CAPITAL MANAGEMENT LLC (392.79K), DIMENSIONAL FUND ADVISORS LP (387.86K), State Street Corp (373.52K), Ameriprise Financial Inc (247.64K), GEODE CAPITAL MANAGEMENT, LLC (237.05K), RENAISSANCE TECHNOLOGIES LLC (186.31K).

Form 13F Holdings

165 Institutional Holders

Report period 30 Jun, 2026

Total shares held 8.58Mn

Of outstanding 93.45%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	FJ Capital Management LLC	0001599170	892,223	9.71%	▲85,000	+10.53%	$54.51Mn
2	T. Rowe Price Investment Management, Inc.	0001897612	844,650	9.20%	▲26,809	+3.28%	$51.61K
3	BlackRock, Inc.	0002012383	830,375	9.04%	▲117,965	+16.56%	$50.74Mn
4	ENDEAVOUR CAPITAL ADVISORS INC	0001218749	662,860	7.22%	▲55,455	+9.13%	$40.50Mn
5	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	392,789	4.28%	▲47,904	+13.89%	$24.00Mn
6	DIMENSIONAL FUND ADVISORS LP	0000354204	387,861	4.22%	▲7,493	+1.97%	$23.70Mn
7	State Street Corp	0000093751	373,521	4.07%	▲205,558	+122.38%	$22.82Mn
8	Ameriprise Financial Inc	0000820027	247,644	2.70%	▼23,599	-8.70%	$15.13Mn
9	GEODE CAPITAL MANAGEMENT, LLC	0001214717	237,053	2.58%	▲56,822	+31.53%	$14.49Mn
10	RENAISSANCE TECHNOLOGIES LLC	0001037389	186,307	2.03%	▲35,700	+23.70%	$11.38Mn
11	Walleye Capital LLC	0001758720	179,992	1.96%	▲179,992	0.00%	$11.00Mn
12	BANC FUNDS CO LLC	0001029311	162,655	1.77%	▼9,000	-5.24%	$9.94Mn
13	AMERICAN CENTURY COMPANIES INC	0000748054	157,858	1.72%	▲8,441	+5.65%	$9.65Mn
14	Morgan Stanley	0000895421	126,040	1.37%	▲41,436	+48.98%	$7.70Mn
15	MALTESE CAPITAL MANAGEMENT LLC	0001040762	122,000	1.33%	▲86,974	+248.31%	$7.45Mn
16	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	0001164833	116,130	1.26%	▲1,000	+0.87%	$7.10Mn
17	Goldman Sachs Group Inc	0000886982	106,925	1.16%	▲41,021	+62.24%	$6.53Mn
18	ALLIANCEBERNSTEIN L.P.	0001109448	106,590	1.16%	▲65,027	+156.45%	$5.81Mn
19	Jpmorgan Chase & Co	0000019617	96,212	1.05%	▲92,824	+2,739.79%	$5.87Mn
20	Stieven Capital Advisors, L.P.	0001388279	94,114	1.02%	▲94,114	0.00%	$5.75Mn

Showing 1 to 20 of 165 holders