Southern First Bancshares Ownership | Who Owns Southern First Bancshares?


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Southern First Bancshares Ownership Summary


Southern First Bancshares is owned by 78.71% institutional investors, 6.81% insiders, and 14.48% retail investors. Fj capital management is the largest institutional shareholder, holding 9.95% of SFST shares. T. Rowe Price Small-Cap Value is the top mutual fund, with 5.80% of its assets in Southern First Bancshares shares.

SFST Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockSouthern First Bancshares78.71%6.81%14.48%
SectorFinancial Services Stocks 86.48%14.02%-0.50%
IndustryRegional Banks Stocks51.80%12.03%36.18%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Fj capital management807.22K9.95%$23.60M
Blackrock funding, inc. /de770.56K9.56%$30.63M
Blackrock764.79K9.43%$22.36M
T. rowe price investment management764.46K9.43%$22.35M
Endeavour capital advisors580.41K7.20%$23.07M
Vanguard group421.30K5.22%$16.75M
Dimensional fund advisors lp350.88K4.35%$13.95M
Banc funds319.04K3.96%$12.68M
Ameriprise financial272.14K3.36%$7.96M
Geode capital management171.39K2.13%$6.81M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Endeavour capital advisors580.41K7.35%$23.07M
Fj capital management807.22K2.47%$23.60M
Banc funds319.04K1.40%$12.68M
Teton advisors22.00K0.45%$874.50K
Seacrest wealth management58.81K0.25%$2.34M
Abacus planning group31.12K0.22%$1.24M
Elco management7.70K0.16%$305.88K
Koss-olinger consulting42.40K0.15%$1.69M
Mendon capital advisors7.84K0.13%$229.30K
Colton groome financial advisors7.67K0.12%$305.08K

Top Buyers

HolderShares% AssetsChange
Koss-olinger consulting42.40K0.15%42.40K
Bridgeway capital management57.10K0.04%17.20K
American century companies97.56K0.00%14.97K
Assenagon asset management44.64K0.00%13.50K
Jpmorgan chase26.77K0.00%12.25K

Top Sellers

HolderShares% AssetsChange
Boothbay fund management---62.12K
Banc funds319.04K1.40%-51.21K
Fourthstone---33.90K
Kennedy capital management---17.09K
Millennium management---16.38K

New Positions

HolderShares% AssetsChangeValue
Koss-olinger consulting42.40K0.15%42.40K$1.69M
Jane street group8.14K0.00%8.14K$238.01K
Mirae asset global etfs3.25K0.00%3.25K$95.15K
Colonial trust co / sc1.21K0.01%1.21K$35.23K
Versant capital management125.000.00%125.00$4.97K

Sold Out

HolderChange
Nelson, van denburg & campbell wealth management group-1.00
Advisor group-8.00
Capital performance advisors llp-25.00
Concourse financial group securities-96.00
Citadel advisors-300.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 20241005.26%6,347,5031.44%781.33%46-8.00%22-
Jun 30, 2024942.17%6,257,185-0.66%771.26%4944.12%22-31.25%
Mar 31, 202492-6,298,915-0.10%781.29%34-8.11%32-5.88%
Dec 31, 2023925.75%6,305,2090.99%771.30%37-9.76%3447.83%
Sep 30, 2023877.41%6,243,352-1.67%771.24%412.50%2315.00%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
T. Rowe Price Small-Cap Value473.01K5.80%-
Vanguard Total Stock Mkt Idx Inv241.08K2.95%-
T. Rowe Price U.S. SC Value Eq Tr-Z229.06K2.81%977.00
iShares Russell 2000 ETF226.58K2.77%-1.70K
Columbia Small Cap Value I A179.37K2.20%300.00
Columbia Small Cap Value I179.37K2.20%2.50K
Vanguard Institutional Extnd Mkt Idx Tr122.02K1.50%-
Avantis US Small Cap Value ETF90.44K1.11%-
Fidelity Small Cap Index75.83K0.93%-
iShares Russell 2000 Value ETF74.56K0.91%102.00

Recent Insider Transactions


DateNameRoleActivityValue
Feb 10, 2025Locke Anna T-Buy$13.32K
Dec 18, 2024Grayson-Caprio Terry-Buy$6.80K
Nov 25, 2024Fairchild Julie Ann Chief Accounting OfficerSell$45.23K
Sep 17, 2024CUBBAGE LEIGHTON M-Sell$16.88K
Sep 17, 2024CUBBAGE LEIGHTON M-Sell$33.88K

Insider Transactions Trends


DateBuySell
2024 Q411
2024 Q3-13
2024 Q2-7
2024 Q1116
2023 Q45-

SFST Ownership FAQ


Who Owns Southern First Bancshares?

Southern First Bancshares shareholders are primarily institutional investors at 78.71%, followed by 6.81% insiders and 14.48% retail investors. The average institutional ownership in Southern First Bancshares's industry, Regional Banks Stocks, is 51.80%, which Southern First Bancshares exceeds.

Who owns the most shares of Southern First Bancshares?

Southern First Bancshares’s largest shareholders are Fj capital management (807.22K shares, 9.95%), Blackrock funding, inc. /de (770.56K shares, 9.56%), and Blackrock (764.79K shares, 9.43%). Together, they hold 28.94% of Southern First Bancshares’s total shares outstanding.

Does Blackrock own Southern First Bancshares?

Yes, BlackRock owns 9.43% of Southern First Bancshares, totaling 764.79K shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 22.36M$. In the last quarter, BlackRock increased its holdings by 4.8K shares, a 0.63% change.

Who is Southern First Bancshares’s biggest shareholder by percentage of total assets invested?

Endeavour capital advisors is Southern First Bancshares’s biggest shareholder by percentage of total assets invested, with 7.35% of its assets in 580.41K Southern First Bancshares shares, valued at 23.07M$.

Who is the top mutual fund holder of Southern First Bancshares shares?

T. Rowe Price Small-Cap Value is the top mutual fund holder of Southern First Bancshares shares, with 5.80% of its total shares outstanding invested in 473.01K Southern First Bancshares shares.

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