Southern First Bancshares Ownership | Who Owns Southern First Bancshares?
Southern First Bancshares Ownership Summary
Southern First Bancshares is owned by 15.92% institutional investors, 6.31% insiders, and 77.77% retail investors. Fj capital management is the largest institutional shareholder, holding 9.94% of SFST shares. T. Rowe Price Small-Cap Value is the top mutual fund, with 5.46% of its assets in Southern First Bancshares shares.
SFST Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Southern First Bancshares | 15.92% | 6.31% | 77.77% |
| Sector | Financial Services Stocks | 32.19% | 15.44% | 52.37% |
| Industry | Regional Banks Stocks | 31.54% | 12.70% | 55.76% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Fj capital management | 807.22K | 9.94% | $35.61M |
| T. rowe price investment management | 806.33K | 9.93% | $35.58M |
| Blackrock | 764.79K | 9.43% | $22.36M |
| Blackrock funding, inc. /de | 721.83K | 8.97% | $37.19M |
| Endeavour capital advisors | 586.01K | 7.28% | $30.19M |
| Vanguard group | 437.01K | 5.43% | $22.51M |
| Dimensional fund advisors lp | 377.71K | 4.70% | $19.46M |
| Ameriprise financial | 271.67K | 3.35% | $11.99B |
| Rhino investment partners | 210.12K | 2.59% | $9.27M |
| Geode capital management | 178.71K | 2.22% | $9.21M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Endeavour capital advisors | 586.01K | 8.40% | $30.19M |
| Fj capital management | 807.22K | 3.80% | $35.61M |
| Rhino investment partners | 210.12K | 2.92% | $9.27M |
| Banc funds | 171.66K | 1.75% | $8.84M |
| Fourthstone | 123.24K | 1.19% | $6.35M |
| Teton advisors | 18.00K | 0.42% | $684.54K |
| Abacus planning group | 30.46K | 0.21% | $1.57M |
| Elco management | 5.58K | 0.18% | $287.58K |
| Maltese capital management | 25.50K | 0.17% | $1.13M |
| Koss-olinger consulting | 42.40K | 0.17% | $2.18M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Maltese capital management | 25.50K | 0.17% | 25.50K |
| Eam investors | 21.48K | 0.12% | 21.48K |
| Gabelli funds | 60.58K | 0.02% | 17.23K |
| Arrowstreet capital, limited partnership | 33.46K | 0.00% | 16.33K |
| Marshall wace, llp | 15.98K | 0.00% | 15.98K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Hotchkis & wiley capital management | - | - | -67.18K |
| Boothbay fund management | - | - | -62.12K |
| Wellington management group llp | - | - | -35.98K |
| Fourthstone | 123.24K | 1.19% | -35.51K |
| Banc funds | 171.66K | 1.75% | -34.22K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Maltese capital management | 25.50K | 0.17% | 25.50K | $1.13M |
| Eam investors | 21.48K | 0.12% | 21.48K | $1.11M |
| Marshall wace, llp | 15.98K | 0.00% | 15.98K | $705.26K |
| Two sigma investments, lp | 14.52K | 0.00% | 14.52K | $640.45K |
| Sei investments | 14.03K | 0.00% | 14.03K | $722.98K |
Sold Out
| Holder | Change |
|---|---|
| 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 |
| Picton mahoney asset management | -128.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Dec 31, 2024 | 90 | -10.00% | 6,292,295 | -0.87% | 78 | 1.26% | 36 | -21.74% | 27 | 22.73% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| T. Rowe Price Small-Cap Value | 449.68K | 5.46% | -19.31K |
| Vanguard Total Stock Mkt Idx Inv | 250.48K | 3.04% | - |
| T. Rowe Price U.S. SC Value Eq Tr-D | 243.09K | 2.95% | 399.00 |
| 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 |
| iShares Russell 2000 ETF | 195.19K | 2.37% | 25.76K |
| 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 Discv A | 192.36K | 2.34% | 79.35K |
| Columbia Small Cap Value Discovery Fund | 192.36K | 2.34% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| 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 |
| Nov 21, 2025 | Fairchild Julie Ann | Chief Accounting Officer | Sell | $62.90K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q1 | - | 1 |
| 2025 Q4 | 3 | 3 |
| 2025 Q3 | - | 1 |
| 2025 Q2 | 1 | 2 |
| 2025 Q1 | 1 | - |
SFST Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools