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 | 08/14/2026 | 892.22 K | $54.51 M | 10.53% | 9.71% |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 08/14/2026 | 844.65 K | $51.61 M | 3.28% | 9.20% |
| BLACKROCK, INC. | 08/07/2026 | 830.38 K | $50.74 M | 16.56% | 9.04% |
| ENDEAVOUR CAPITAL ADVISORS INC | 08/07/2026 | 662.86 K | $40.50 M | 9.13% | 7.22% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 392.79 K | $24.00 M | 13.89% | 4.28% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 387.86 K | $23.70 M | 1.97% | 4.22% |
| STATE STREET CORP | 08/07/2026 | 373.52 K | $22.82 M | 122.38% | 4.07% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 247.64 K | $15.13 M | -8.70% | 2.70% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 237.05 K | $14.49 M | 31.53% | 2.58% |
| RENAISSANCE TECHNOLOGIES LLC | 08/13/2026 | 186.31 K | $11.38 M | 23.70% | 2.03% |
| WALLEYE CAPITAL LLC | 08/03/2026 | 179.99 K | $11.00 M | 100.00% | 1.96% |
| BANC FUNDS CO LLC | 08/13/2026 | 162.66 K | $9.94 M | -5.24% | 1.77% |
| AMERICAN CENTURY COMPANIES INC | 08/12/2026 | 157.86 K | $9.65 M | 5.65% | 1.72% |
| MORGAN STANLEY | 08/13/2026 | 126.04 K | $7.70 M | 48.98% | 1.37% |
| MALTESE CAPITAL MANAGEMENT LLC | 08/14/2026 | 122.00 K | $7.45 M | 248.31% | 1.33% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 08/14/2026 | 116.13 K | $7.10 M | 0.87% | 1.26% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 106.93 K | $6.53 M | 62.24% | 1.16% |
| ALLIANCEBERNSTEIN L.P. | 08/14/2026 | 106.59 K | $5.81 M | 156.45% | 1.16% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 09/09/2026 | 87.45 K | $5.34 M | 100.00% | 1.07% |
| JPMORGAN CHASE & CO | 08/12/2026 | 96.21 K | $5.87 M | 2,739.79% | 1.05% |
| STIEVEN CAPITAL ADVISORS, L.P. | 08/14/2026 | 94.11 K | $5.75 M | 100.00% | 1.02% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 91.97 K | $5.62 M | 405.28% | 1.00% |
| NORTHERN TRUST CORP | 08/13/2026 | 85.79 K | $5.24 M | 20.68% | 0.93% |
| RUSSELL INVESTMENTS GROUP, LTD. | 08/06/2026 | 77.00 K | $4.70 M | 44.48% | 0.84% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2026 | 76.43 K | $4.67 M | 186.43% | 0.83% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 76.29 K | $4.66 M | 70.49% | 0.83% |
| ZACKS INVESTMENT MANAGEMENT | 08/13/2026 | 67.15 K | $4.10 M | 9.18% | 0.73% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2026 | 66.49 K | $4.06 M | 407.42% | 0.72% |
| TREXQUANT INVESTMENT LP | 08/14/2026 | 66.32 K | $4.05 M | 197.91% | 0.72% |
| GABELLI FUNDS LLC | 08/12/2026 | 62.53 K | $3.82 M | 0.00% | 0.68% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 08/14/2026 | 59.42 K | $3.63 M | 58.59% | 0.65% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 59.18 K | $3.62 M | 15.83% | 0.64% |
| EJF CAPITAL LLC | 08/13/2026 | 54.32 K | $3.32 M | 100.00% | 0.59% |
| WELLINGTON MANAGEMENT GROUP LLP | 08/14/2026 | 49.47 K | $3.02 M | 100.00% | 0.54% |
| CITADEL ADVISORS LLC | 09/02/2026 | 49.33 K | $3.01 M | 100.00% | 0.54% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 08/14/2026 | 48.27 K | $2.95 M | -14.78% | 0.53% |
| ACADIAN ASSET MANAGEMENT LLC | 08/13/2026 | 44.88 K | $2.74 M | -63.97% | 0.49% |
| ALGERT GLOBAL LLC | 08/13/2026 | 41.11 K | $2.51 M | 20.88% | 0.45% |
| D. E. SHAW & CO., INC. | 08/14/2026 | 40.00 K | $2.44 M | 160.74% | 0.44% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 08/13/2026 | 36.89 K | $2.25 M | -17.14% | 0.40% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 08/13/2026 | 34.25 K | $2.09 M | 189.75% | 0.37% |
| BNP PARIBAS ARBITRAGE, SNC | 08/13/2026 | 31.02 K | $1.90 M | 317.90% | 0.34% |
| VICTORY CAPITAL MANAGEMENT INC | 08/07/2026 | 29.74 K | $1.82 M | 100.00% | 0.32% |
| VOLEON CAPITAL MANAGEMENT LP | 08/14/2026 | 29.73 K | $1.82 M | 100.00% | 0.32% |
| ABACUS PLANNING GROUP, INC. | 07/20/2026 | 29.24 K | $1.79 M | -3.74% | 0.32% |
| EMPOWERED FUNDS, LLC | 08/17/2026 | 29.23 K | $1.79 M | 7.29% | 0.32% |
| CAPTRUST FINANCIAL ADVISORS | 08/13/2026 | 29.12 K | $1.78 M | 0.47% | 0.32% |
| XTX TOPCO LTD | 08/14/2026 | 27.96 K | $1.71 M | 98.44% | 0.30% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 27.15 K | $1.66 M | 22.97% | 0.30% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 27.15 K | $1.66 M | 100.00% | 0.30% |
Southern First Bancshares Inc institutional Ownership - FAQ's
During the previous two years, 217 institutional investors and hedge funds held shares of Southern First Bancshares Inc. The most heavily invested institutionals were:
FJ Capital Management LLC: 892,223
T. Rowe Price Investment Management, Inc.: 844,650
BlackRock, Inc.: 830,375
ENDEAVOUR CAPITAL ADVISORS INC: 662,860
VANGUARD CAPITAL MANAGEMENT LLC: 392,789
DIMENSIONAL FUND ADVISORS LP: 387,861
93.45% of Southern First Bancshares Inc stock is owned by institutional investors.
Institutional investors have bought a total of 10.71 M shares in the last 24 months. This purchase volume represents approximately $563.38 M in transactions.