Southern First Bancshares, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| FJ CAPITAL MANAGEMENT LLC | 02/14/2025 | 807,223 | $32.09 M | 0.00% | 10.01% |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 02/14/2025 | 797,043 | $31.68 M | 0.25% | 9.88% |
| BLACKROCK FUNDING, INC. /DE | 02/07/2025 | 770,562 | $30.63 M | -0.22% | 9.56% |
| ENDEAVOUR CAPITAL ADVISORS INC | 02/12/2025 | 580,408 | $23.07 M | -0.36% | 7.20% |
| VANGUARD GROUP INC | 02/11/2025 | 421,300 | $16.75 M | 0.30% | 5.22% |
| DIMENSIONAL FUND ADVISORS LP | 02/13/2025 | 350,875 | $13.95 M | 3.19% | 4.35% |
| BANC FUNDS CO LLC | 02/13/2025 | 319,035 | $12.68 M | -13.83% | 3.96% |
| AMERIPRISE FINANCIAL INC | 02/14/2025 | 278,549 | $11.07 M | 0.58% | 3.45% |
| RHINO INVESTMENT PARTNERS, INC | 02/14/2025 | 230,221 | $9.15 M | 2,936.82% | 2.85% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/12/2025 | 171,388 | $6.81 M | 0.11% | 2.13% |
| ALLIANCEBERNSTEIN L.P. | 02/12/2025 | 129,510 | $5.15 M | -4.32% | 1.61% |
| RENAISSANCE TECHNOLOGIES LLC | 02/13/2025 | 103,607 | $4.12 M | -1.15% | 1.28% |
| AMERICAN CENTURY COMPANIES INC | 02/11/2025 | 97,559 | $3.88 M | 18.12% | 1.21% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 02/14/2025 | 67,184 | $2.67 M | -7.31% | 0.83% |
| WELLINGTON MANAGEMENT GROUP LLP | 02/12/2025 | 65,440 | $2.60 M | 21.40% | 0.81% |
| RUSSELL INVESTMENTS GROUP, LTD. | 02/13/2025 | 63,557 | $2.53 M | -6.14% | 0.79% |
| GOLDMAN SACHS GROUP INC | 02/11/2025 | 63,529 | $2.53 M | -1.99% | 0.79% |
| SEACREST WEALTH MANAGEMENT, LLC | 01/14/2025 | 58,806 | $2.34 M | -17.48% | 0.73% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 02/14/2025 | 53,443 | $2.12 M | 1.28% | 0.66% |
| ACADIAN ASSET MANAGEMENT LLC | 02/11/2025 | 53,207 | $2.11 M | -4.10% | 0.66% |
| ASSENAGON ASSET MANAGEMENT S.A. | 01/14/2025 | 44,643 | $1.77 M | 43.36% | 0.55% |
| KOSS-OLINGER CONSULTING, LLC | 02/11/2025 | 42,397 | $1.69 M | 100.00% | 0.53% |
| ROYAL BANK OF CANADA | 02/14/2025 | 34,020 | $1.35 M | -4.43% | 0.42% |
| GABELLI FUNDS LLC | 02/13/2025 | 33,041 | $1.31 M | 0.92% | 0.41% |
| ABACUS PLANNING GROUP, INC. | 02/03/2025 | 31,123 | $1.24 M | -2.21% | 0.39% |
| CAPTRUST FINANCIAL ADVISORS | 02/14/2025 | 30,451 | $1.21 M | -58.31% | 0.38% |
| JPMORGAN CHASE & CO | 02/12/2025 | 26,769 | $1.06 M | 84.38% | 0.33% |
| BARCLAYS PLC | 02/13/2025 | 25,312 | $1.01 M | 0.04% | 0.31% |
| GAMCO INVESTORS, INC. ET AL | 02/13/2025 | 24,500 | $973,875 | 0.00% | 0.30% |
| TETON ADVISORS, INC. | 02/13/2025 | 22,000 | $874,500 | -21.43% | 0.27% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/06/2025 | 21,570 | $857,408 | 0.41% | 0.27% |
| BANK OF NEW YORK MELLON CORP | 02/04/2025 | 21,539 | $856,174 | -12.13% | 0.27% |
| NUVEEN ASSET MANAGEMENT, LLC | 02/14/2025 | 18,714 | $743,881 | 0.00% | 0.23% |
| INVESCO LTD. | 02/13/2025 | 17,581 | $698,846 | 1.22% | 0.22% |
| UBS GROUP AG | 02/14/2025 | 16,018 | $636,716 | 193.37% | 0.20% |
| SHEETS SMITH WEALTH MANAGEMENT | 01/17/2025 | 15,191 | $603,842 | 3.33% | 0.19% |
| EMPOWERED FUNDS, LLC | 01/28/2025 | 15,105 | $600,424 | 4.68% | 0.19% |
| DE LISLE PARTNERS LLP | 02/13/2025 | 12,591 | $502,997 | 0.00% | 0.16% |
| RHUMBLINE ADVISERS | 01/30/2025 | 12,506 | $497,109 | 6.95% | 0.16% |
| NEWEDGE ADVISORS, LLC | 02/13/2025 | 12,455 | $495,086 | 0.00% | 0.15% |
| GODSEY & GIBB, INC | 01/14/2025 | 12,260 | $487,335 | 0.00% | 0.15% |
| TREXQUANT INVESTMENT LP | 02/12/2025 | 10,540 | $418,965 | -25.44% | 0.13% |
| FOSTER VICTOR WEALTH ADVISORS, LLC | 01/23/2025 | 9,656 | $357,079 | -6.21% | 0.12% |
| STATE OF WISCONSIN INVESTMENT BOARD | 02/14/2025 | 9,400 | $373,650 | 10.59% | 0.12% |
| CORNERCAP INVESTMENT COUNSEL INC | 02/12/2025 | 8,168 | $324,678 | 0.00% | 0.10% |
| LONG FOCUS CAPITAL MANAGEMENT, LLC | 02/14/2025 | 7,964 | $316,569 | -20.36% | 0.10% |
| D. E. SHAW & CO., INC. | 02/14/2025 | 7,950 | $316,013 | -3.95% | 0.10% |
| MENDON CAPITAL ADVISORS CORP | 02/14/2025 | 7,842 | $311,720 | 0.00% | 0.10% |
| ELCO MANAGEMENT CO., LLC | 02/13/2025 | 7,695 | $305,876 | -1.87% | 0.10% |
| COLTON GROOME FINANCIAL ADVISORS, LLC | 01/23/2025 | 7,675 | $305,081 | 0.00% | 0.10% |
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Southern First Bancshares, Inc. institutional Ownership - FAQ's
During the previous two years, 125 institutional investors and hedge funds held shares of Southern First Bancshares, Inc.. The most heavily invested institutionals were:
FJ Capital Management LLC: 807,223
T. Rowe Price Investment Management, Inc.: 797,043
BlackRock Funding, Inc. /DE: 770,562
ENDEAVOUR CAPITAL ADVISORS INC: 580,408
VANGUARD GROUP INC: 421,300
DIMENSIONAL FUND ADVISORS LP: 350,875
80.17% of Southern First Bancshares, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 7.97 M shares in the last 24 months. This purchase volume represents approximately $292.76 M in transactions.