Southern First Bancshares Ownership | Who Owns Southern First Bancshares?
Southern First Bancshares Ownership Summary
Southern First Bancshares is owned by 21.44% institutional investors, 5.39% insiders, and 73.18% retail investors. T. rowe price investment management is the largest institutional shareholder, holding 10.16% of SFST shares. T. Rowe Price Small-Cap Value is the top mutual fund, with 5.47% of its assets in Southern First Bancshares shares.
SFST Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Southern First Bancshares | 21.44% | 5.39% | 73.18% |
| Sector | Financial Services Stocks | 37.05% | 15.59% | 47.36% |
| Industry | Regional Banks Stocks | 38.86% | 12.63% | 48.51% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| T. rowe price investment management | 817.84K | 10.16% | $44.57M |
| Fj capital management | 807.22K | 10.03% | $43.99M |
| Blackrock | 764.79K | 9.43% | $22.36M |
| Blackrock funding, inc. /de | 712.41K | 8.85% | $38.83M |
| Endeavour capital advisors | 607.40K | 7.55% | $33.10M |
| Vanguard group | 437.01K | 5.43% | $22.51M |
| Dimensional fund advisors lp | 380.37K | 4.73% | $20.73M |
| Ameriprise financial | 271.24K | 3.37% | $14.78M |
| Rhino investment partners | 210.12K | 2.61% | $11.45M |
| Geode capital management | 180.23K | 2.24% | $9.83M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Endeavour capital advisors | 607.40K | 7.51% | $33.10M |
| Fj capital management | 807.22K | 4.95% | $43.99M |
| Rhino investment partners | 210.12K | 3.19% | $11.45M |
| Banc funds | 171.66K | 1.74% | $9.36M |
| Elizabeth park capital advisors | 37.80K | 1.59% | $2.06M |
| Teton advisors | 18.00K | 0.42% | $684.54K |
| Maltese capital management | 35.03K | 0.38% | $1.91M |
| Abacus planning group | 30.38K | 0.22% | $1.66M |
| Integrated quantitative investments | 19.85K | 0.20% | $1.08M |
| Brendel financial advisors | 5.60K | 0.15% | $305.25K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Hotchkis & wiley capital management | 115.13K | 0.02% | 115.13K |
| Vanguard fiduciary trust | 51.09K | 0.00% | 51.09K |
| Elizabeth park capital advisors | 37.80K | 1.59% | 37.80K |
| Acadian asset management | 124.58K | 0.01% | 35.80K |
| Algert global | 34.01K | 0.03% | 34.01K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Fourthstone | 4.56K | 0.04% | -118.68K |
| Alliancebernstein | 41.56K | 0.00% | -115.81K |
| Boothbay fund management | - | - | -62.12K |
| Koss-olinger consulting | - | - | -42.40K |
| Wellington management group llp | - | - | -35.98K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Hotchkis & wiley capital management | 115.13K | 0.02% | 115.13K | $6.27M |
| Vanguard fiduciary trust | 51.09K | 0.00% | 51.09K | $2.78M |
| Elizabeth park capital advisors | 37.80K | 1.59% | 37.80K | $2.06M |
| Algert global | 34.01K | 0.03% | 34.01K | $1.85M |
| Integrated quantitative investments | 19.85K | 0.20% | 19.85K | $1.08M |
Sold Out
| Holder | Change |
|---|---|
| Clearstead advisors | -1.00 |
| Nelson, van denburg & campbell wealth management group | -1.00 |
| Capital performance advisors llp | -25.00 |
| Coldstream capital management | -71.00 |
| Concourse financial group securities | -96.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 54 | -57.81% | 1,725,455 | -74.20% | 21 | 0.31% | 19 | -68.33% | 19 | -50.00% |
| Dec 31, 2025 | 35 | -69.30% | 1,281,349 | -80.43% | 15 | 0.24% | 14 | -77.05% | 11 | -50.00% |
| Sep 30, 2025 | 40 | -57.45% | 1,304,571 | -78.78% | 16 | 0.28% | 16 | -56.76% | 8 | -71.43% |
| Jun 30, 2025 | 100 | 1.01% | 6,460,006 | 0.82% | 79 | 1.26% | 40 | 5.26% | 31 | -18.42% |
| Mar 31, 2025 | 1 | -98.94% | 8,304 | -99.87% | - | 0.00% | 1 | -97.30% | - | -100.00% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| T. Rowe Price Small-Cap Value | 449.06K | 5.47% | - |
| T. Rowe Price U.S. SC Value Eq Tr-D | 275.20K | 3.35% | 32.11K |
| Vanguard Total Stock Mkt Idx Inv | 280.88K | 2.97% | 30.40K |
| Vanguard US Total Market Shares ETF | 241.08K | 2.95% | - |
| T. Rowe Price U.S. SC Value Eq Tr-Z | 239.51K | 2.93% | 10.45K |
| Columbia Small Cap Value I A | 192.36K | 2.35% | - |
| Columbia Small Cap Value I | 192.36K | 2.35% | -89.00 |
| Columbia Small Cap Value Discovery Fund | 192.96K | 2.34% | 600.00 |
| Columbia Small Cap Value Discv A | 199.68K | 2.11% | 6.72K |
| iShares Russell 2000 ETF | 187.32K | 1.98% | 1.60K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jun 10, 2026 | CUBBAGE LEIGHTON M | - | Sell | $46.36K |
| Mar 06, 2026 | Maner William IV | - | Buy | $20.94K |
| Feb 26, 2026 | King Silvia T | Chief Human Resources Officer | Sell | $158.80K |
| Dec 15, 2025 | SEAVER R ARTHUR JR | Chief Executive Officer | Sell | $551.42K |
| Dec 10, 2025 | ELLISON DAVID G | - | Sell | $53.28K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q2 | - | 1 |
| 2026 Q1 | 1 | 1 |
| 2025 Q4 | 3 | 3 |
| 2025 Q3 | - | 1 |
| 2025 Q2 | 1 | 2 |
SFST Ownership FAQ
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