Southern First Bancshares Ownership | Who Owns Southern First Bancshares?
Southern First Bancshares Ownership Summary
Southern First Bancshares is owned by 79.57% institutional investors, 6.16% insiders, and 14.27% retail investors. T. rowe price investment management is the largest institutional shareholder, holding 9.96% of SFST shares. T. Rowe Price Small-Cap Value is the top mutual fund, with 5.76% of its assets in Southern First Bancshares shares.
SFST Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Southern First Bancshares | 79.57% | 6.16% | 14.27% |
| Sector | Financial Services Stocks | 51.64% | 15.54% | 32.82% |
| Industry | Regional Banks Stocks | 53.95% | 12.38% | 33.68% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| T. rowe price investment management | 808.44K | 9.96% | $30.75M |
| Fj capital management | 807.22K | 9.94% | $30.70M |
| Blackrock | 764.79K | 9.43% | $22.36M |
| Blackrock funding, inc. /de | 736.64K | 9.07% | $28.01M |
| Endeavour capital advisors | 589.02K | 7.25% | $22.40M |
| Vanguard group | 421.30K | 5.22% | $16.75M |
| Dimensional fund advisors lp | 350.88K | 4.35% | $13.95M |
| Banc funds | 286.70K | 3.53% | $10.90M |
| Ameriprise financial | 278.55K | 3.45% | $11.07M |
| Rhino investment partners | 210.12K | 2.59% | $7.99M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Endeavour capital advisors | 589.02K | 7.71% | $22.40M |
| Fj capital management | 807.22K | 3.26% | $30.70M |
| Rhino investment partners | 210.12K | 2.19% | $7.99M |
| Banc funds | 286.70K | 1.65% | $10.90M |
| Teton advisors | 18.00K | 0.42% | $684.54K |
| Elco management | 6.95K | 0.14% | $264.27K |
| Koss-olinger consulting | 42.40K | 0.13% | $1.61M |
| Colton groome financial advisors | 7.67K | 0.12% | $305.08K |
| Seacrest wealth management | 19.07K | 0.08% | $725.27K |
| Wagner wealth management | 8.74K | 0.08% | $332.53K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Jpmorgan chase | 26.77K | 0.00% | 12.25K |
| Wellington management group llp | 65.44K | 0.00% | 11.54K |
| Dimensional fund advisors lp | 350.88K | 0.00% | 10.85K |
| Ubs group | 16.02K | 0.00% | 10.56K |
| Millennium management | 8.30K | 0.00% | 8.30K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Hotchkis & wiley capital management | - | - | -67.18K |
| Boothbay fund management | - | - | -62.12K |
| Seacrest wealth management | 19.07K | 0.08% | -38.60K |
| Fourthstone | - | - | -33.90K |
| Abacus planning group | - | - | -31.12K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Millennium management | 8.30K | 0.00% | 8.30K | $273.37K |
| Deutsche bank ag\ | 7.19K | 0.00% | 7.19K | $285.96K |
| Raymond james financial | 1.96K | - | 1.96K | $74.61K |
| Cullen/frost bankers | 469.00 | 0.00% | 469.00 | $17.84K |
| Allworth financial lp | 35.00 | - | 35.00 | $1.33K |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -1.00 |
| Srs capital advisors | -3.00 |
| Advisor group | -8.00 |
| Capital performance advisors llp | -25.00 |
| Coldstream capital management | -71.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Dec 31, 2024 | 90 | -10.00% | 6,292,295 | -0.87% | 78 | 1.26% | 36 | -21.74% | 27 | 22.73% |
| Sep 30, 2024 | 100 | 5.26% | 6,347,503 | 1.44% | 78 | 1.33% | 46 | -8.00% | 22 | - |
| Jun 30, 2024 | 94 | 2.17% | 6,257,185 | -0.66% | 77 | 1.26% | 49 | 44.12% | 22 | -31.25% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| T. Rowe Price Small-Cap Value | 471.23K | 5.76% | -551.00 |
| Vanguard Total Stock Mkt Idx Inv | 243.51K | 2.98% | -5.37K |
| Vanguard US Total Market Shares ETF | 241.08K | 2.95% | - |
| T. Rowe Price U.S. SC Value Eq Tr-D | 240.85K | 2.95% | 1.34K |
| 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 |
| iShares Russell 2000 ETF | 190.61K | 2.33% | -3.57K |
| Avantis US Small Cap Value ETF | 84.23K | 1.03% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 79.95K | 0.98% | -32.48K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 27, 2025 | CUBBAGE LEIGHTON M | - | Sell | $1.58K |
| Jun 23, 2025 | CUBBAGE LEIGHTON M | - | Sell | $38.68K |
| Jun 04, 2025 | ELLEFSON ANNE S | - | Sell | $17.51K |
| May 14, 2025 | Maner William IV | - | Buy | $25.30K |
| Feb 10, 2025 | Locke Anna T | - | Buy | $13.32K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q3 | - | 1 |
| 2025 Q2 | 1 | 2 |
| 2025 Q1 | 1 | - |
| 2024 Q4 | 1 | 1 |
| 2024 Q3 | - | 13 |
SFST Ownership FAQ
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