Southern First Bancshares Inc (SFST) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

8,080,459Shares Outstanding

7,035,475Shares held by institutions

$388,709,994Value of institutional holdings

87.07%Institutional ownership %

6.70%Shares Changed QoQ

126No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Southern First Bancshares Inc (NASDAQ:SFST) has 126 institutional investors that have filed 13F reports for the period ending December 2025.

These investors held 86.1% of outstanding shares in December 2025, up from 81.2% in September 2025.
They increased total shares held in Southern First Bancshares by 6.38% from the prior quarter, while the number of investors in SFST increased 35.48% year over year.
Of these 126 funds, 59 grew their exposure to Southern First Bancshares, 37 cut back, and 30 maintained positions.
The aggregate institutional position in Southern First Bancshares amounted to 6.96Mn shares as of December 2025, up by 417.56K shares quarter on quarter, and up 190.07K shares year over year.
T. Rowe Price Investment Management, Inc. is the top holder of Southern First Bancshares as of December 31, 2025, with 1.06Mn shares representing 13.16% of outstanding stock.
The most significant purchases of SFST for the quarter ending December 2025 came from T. Rowe Price Investment Management, Inc. (257.27K), Goldman Sachs Group Inc (85.86K), MARSHALL WACE, LLP (34.47K), CITADEL ADVISORS LLC (24.29K), Informed Momentum Co LLC (21.48K).
The biggest sellers of Southern First Bancshares for the quarter ending December 2025 included Barclays Plc (52.8K), Fourthstone LLC (35.51K), BANC FUNDS CO LLC (34.22K), Jpmorgan Chase & Co (9.64K), TWO SIGMA INVESTMENTS, LP (8.85K).
Business Quant data shows the 10 biggest positions in Southern First Bancshares as of December 2025 are held by T. Rowe Price Investment Management, Inc. (1.06Mn), FJ Capital Management LLC (807.22K), BlackRock, Inc. (721.83K), ENDEAVOUR CAPITAL ADVISORS INC (586.01K), VANGUARD GROUP INC (437.01K), DIMENSIONAL FUND ADVISORS LP (377.71K), Ameriprise Financial Inc (267.74K), Rhino Investment Partners, Inc (210.12K), GEODE CAPITAL MANAGEMENT, LLC (178.71K), BANC FUNDS CO LLC (171.66K).

126 Institutional Holders

7,035,475 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
T. Rowe Price Investment Management, Inc.	31 Dec, 2025	1,063,600	257,269	31.91%	$54,797.00
FJ Capital Management LLC	31 Dec, 2025	807,223	0	0.00%	$41,588,129.00
BlackRock, Inc.	31 Dec, 2025	721,834	-5,384	-0.74%	$37,188,887.00
ENDEAVOUR CAPITAL ADVISORS INC	31 Dec, 2025	586,014	0	0.00%	$30,191,441.00
VANGUARD GROUP INC	31 Dec, 2025	437,014	5,200	1.20%	$22,514,962.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	377,711	2,329	0.62%	$19,459,857.00
Ameriprise Financial Inc	31 Dec, 2025	267,743	-3,928	-1.45%	$13,794,119.00
Rhino Investment Partners, Inc	31 Dec, 2025	210,121	0	0.00%	$10,825,434.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	178,714	-894	-0.50%	$9,209,725.00
BANC FUNDS CO LLC	31 Dec, 2025	171,655	-34,219	-16.62%	$8,843,666.00
State Street Corp	31 Dec, 2025	164,986	4,302	2.68%	$8,500,079.00
ALLIANCEBERNSTEIN L.P.	31 Dec, 2025	157,376	0	0.00%	$8,108,012.00
Goldman Sachs Group Inc	31 Dec, 2025	155,960	85,862	122.49%	$8,035,058.00
RENAISSANCE TECHNOLOGIES LLC	31 Dec, 2025	127,907	10,900	9.32%	$6,589,769.00
AMERICAN CENTURY COMPANIES INC	31 Dec, 2025	125,569	19,360	18.23%	$6,469,315.00
Fourthstone LLC	31 Dec, 2025	123,240	-35,514	-22.37%	$6,349,325.00
ACADIAN ASSET MANAGEMENT LLC	31 Dec, 2025	88,783	8,136	10.09%	$4,573.00
Northern Trust Corp	31 Dec, 2025	66,773	-5,442	-7.54%	$3,440,146.00
GABELLI FUNDS LLC	31 Dec, 2025	60,578	17,228	39.74%	$3,120,979.00
ZACKS INVESTMENT MANAGEMENT	31 Dec, 2025	56,985	9,377	19.70%	$2,935,870.00

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