Southern First Bancshares Ownership | Who Owns Southern First Bancshares?
Southern First Bancshares Ownership Summary
Southern First Bancshares is owned by 16.07% institutional investors, 6.16% 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 5.75% of its assets in Southern First Bancshares shares.
SFST Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Southern First Bancshares | 16.07% | 6.16% | 77.77% |
| Sector | Financial Services Stocks | 36.95% | 15.48% | 47.58% |
| Industry | Regional Banks Stocks | 38.26% | 12.54% | 49.20% |
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 | 727.22K | 8.96% | $32.08M |
| Endeavour capital advisors | 586.01K | 7.22% | $25.85M |
| Vanguard group | 431.81K | 5.32% | $19.05M |
| Dimensional fund advisors lp | 375.38K | 4.62% | $16.56M |
| Ameriprise financial | 271.67K | 3.35% | $11.99B |
| Rhino investment partners | 210.12K | 2.59% | $9.27M |
| Banc funds | 205.87K | 2.54% | $9.08M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Endeavour capital advisors | 586.01K | 7.82% | $25.85M |
| Fj capital management | 807.22K | 3.80% | $35.61M |
| Rhino investment partners | 210.12K | 2.92% | $9.27M |
| Banc funds | 205.87K | 1.59% | $9.08M |
| Fourthstone | 158.75K | 1.26% | $7.00M |
| Teton advisors | 18.00K | 0.42% | $684.54K |
| Abacus planning group | 31.12K | 0.19% | $1.37M |
| Maltese capital management | 25.50K | 0.17% | $1.13M |
| Koss-olinger consulting | 42.40K | 0.13% | $1.61M |
| Elco management | 5.58K | 0.13% | $246.28K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Fourthstone | 158.75K | 1.26% | 29.58K |
| Acadian asset management | 80.65K | 0.01% | 28.63K |
| Maltese capital management | 25.50K | 0.17% | 25.50K |
| Renaissance | 117.01K | 0.01% | 20.60K |
| Arrowstreet capital, limited partnership | 17.13K | 0.00% | 17.13K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Banc funds | 205.87K | 1.59% | -80.83K |
| Hotchkis & wiley capital management | - | - | -67.18K |
| Boothbay fund management | - | - | -62.12K |
| Wellington management group llp | - | - | -35.98K |
| Royal bank of canada | 9.39K | 0.00% | -23.33K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Maltese capital management | 25.50K | 0.17% | 25.50K | $1.13M |
| Arrowstreet capital, limited partnership | 17.13K | 0.00% | 17.13K | $755.69K |
| Marshall wace, llp | 15.98K | 0.00% | 15.98K | $705.26K |
| Los angeles capital management | 15.11K | 0.00% | 15.11K | $666.48K |
| Two sigma investments, lp | 14.52K | 0.00% | 14.52K | $640.45K |
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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Sep 30, 2024 | 100 | 5.26% | 6,347,503 | 1.44% | 78 | 1.33% | 46 | -8.00% | 22 | - |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| T. Rowe Price Small-Cap Value | 470.15K | 5.75% | -1.08K |
| 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 |
| iShares Russell 2000 ETF | 194.58K | 2.38% | - |
| Columbia Small Cap Value Discv A | 192.36K | 2.35% | - |
| Columbia Small Cap Value Discovery Fund | 192.36K | 2.35% | -89.00 |
| Columbia Small Cap Value I A | 192.36K | 2.35% | - |
| Columbia Small Cap Value I | 192.36K | 2.35% | -89.00 |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Dec 10, 2025 | ELLISON DAVID G | - | Sell | $53.28K |
| Nov 21, 2025 | Fairchild Julie Ann | Chief Accounting Officer | Sell | $62.90K |
| Nov 03, 2025 | ELLISON DAVID G | - | Buy | $8.70K |
| Oct 31, 2025 | ELLISON DAVID G | - | Buy | $4.40K |
| Oct 31, 2025 | Locke Anna T | - | Buy | $9.91K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q4 | 3 | 2 |
| 2025 Q3 | - | 1 |
| 2025 Q2 | 1 | 2 |
| 2025 Q1 | 1 | - |
| 2024 Q4 | 1 | 1 |
SFST Ownership FAQ
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