Southern First Bancshares Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 05/15/2026 | 817.84 K | $44.57 M | 4.22% | 10.16% |
| FJ CAPITAL MANAGEMENT LLC | 05/15/2026 | 807.22 K | $43.99 M | 0.00% | 10.03% |
| BLACKROCK, INC. | 05/13/2026 | 712.41 K | $38.83 M | -1.31% | 8.85% |
| ENDEAVOUR CAPITAL ADVISORS INC | 05/11/2026 | 607.41 K | $33.10 M | 3.65% | 7.55% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 380.37 K | $20.73 M | 0.70% | 4.73% |
| 05/15/2026 | 344.89 K | $18.80 M | 100.00% | 4.29% | |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 271.24 K | $14.78 M | 1.31% | 3.37% |
| RHINO INVESTMENT PARTNERS, INC | 05/15/2026 | 210.12 K | $11.45 M | 0.00% | 2.61% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 180.23 K | $9.83 M | 0.85% | 2.24% |
| BANC FUNDS CO LLC | 05/14/2026 | 171.66 K | $9.36 M | 0.00% | 2.13% |
| STATE STREET CORP | 05/15/2026 | 167.96 K | $9.15 M | 1.80% | 2.09% |
| RENAISSANCE TECHNOLOGIES LLC | 05/14/2026 | 150.61 K | $8.21 M | 17.75% | 1.87% |
| AMERICAN CENTURY COMPANIES INC | 05/15/2026 | 149.42 K | $8.14 M | 18.99% | 1.86% |
| ACADIAN ASSET MANAGEMENT LLC | 05/13/2026 | 124.59 K | $6.79 M | 40.33% | 1.55% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 05/15/2026 | 115.13 K | $6.27 M | 100.00% | 1.43% |
| MORGAN STANLEY | 05/15/2026 | 84.60 K | $4.61 M | 56.52% | 1.05% |
| NORTHERN TRUST CORP | 05/14/2026 | 71.09 K | $3.87 M | 6.46% | 0.88% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 65.90 K | $3.59 M | -15.49% | 0.82% |
| GABELLI FUNDS LLC | 05/14/2026 | 62.53 K | $3.41 M | 3.23% | 0.78% |
| ZACKS INVESTMENT MANAGEMENT | 05/14/2026 | 61.50 K | $3.35 M | 7.92% | 0.76% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 05/15/2026 | 56.63 K | $3.09 M | 4.20% | 0.70% |
| RUSSELL INVESTMENTS GROUP, LTD. | 05/08/2026 | 53.29 K | $2.90 M | -0.11% | 0.66% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 51.09 K | $2.78 M | 100.00% | 0.63% |
| 05/08/2026 | 44.75 K | $2.44 M | 100.00% | 0.56% | |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 05/14/2026 | 44.53 K | $2.43 M | 33.07% | 0.55% |
| ALLIANCEBERNSTEIN L.P. | 05/15/2026 | 41.56 K | $2.14 M | -73.59% | 0.52% |
| ELIZABETH PARK CAPITAL ADVISORS, LTD. | 05/14/2026 | 37.80 K | $2.06 M | 100.00% | 0.47% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 05/15/2026 | 37.47 K | $2.04 M | 58.22% | 0.47% |
| MALTESE CAPITAL MANAGEMENT LLC | 05/15/2026 | 35.03 K | $1.91 M | 22.28% | 0.44% |
| SEI INVESTMENTS CO | 05/13/2026 | 34.71 K | $1.89 M | 147.32% | 0.43% |
| ALGERT GLOBAL LLC | 05/14/2026 | 34.01 K | $1.85 M | 100.00% | 0.42% |
| ABACUS PLANNING GROUP, INC. | 04/08/2026 | 30.38 K | $1.66 M | -0.27% | 0.38% |
| GAMCO INVESTORS, INC. ET AL | 05/14/2026 | 29.40 K | $1.60 M | 0.00% | 0.37% |
| CAPTRUST FINANCIAL ADVISORS | 05/15/2026 | 28.98 K | $1.58 M | 2.67% | 0.36% |
| EMPOWERED FUNDS, LLC | 06/16/2026 | 27.24 K | $1.48 M | 9.14% | 0.34% |
| AQR CAPITAL MANAGEMENT LLC | 05/15/2026 | 26.68 K | $1.45 M | 15.84% | 0.33% |
| MARSHALL WACE, LLP | 05/15/2026 | 24.60 K | $1.34 M | -51.24% | 0.31% |
| ASSENAGON ASSET MANAGEMENT S.A. | 04/20/2026 | 24.50 K | $1.33 M | 89.15% | 0.30% |
| TREXQUANT INVESTMENT LP | 05/15/2026 | 22.26 K | $1.21 M | 7.11% | 0.28% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 22.08 K | $1.20 M | -1.20% | 0.27% |
| EAM INVESTORS, LLC | 05/13/2026 | 21.48 K | $1.17 M | 0.00% | 0.27% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 20.23 K | $1.10 M | -2.99% | 0.25% |
| INTEGRATED QUANTITATIVE INVESTMENTS LLC | 05/13/2026 | 19.85 K | $1.08 M | 100.00% | 0.25% |
| BARCLAYS PLC | 05/15/2026 | 19.35 K | $1.05 M | -35.08% | 0.24% |
| SHEETS SMITH WEALTH MANAGEMENT | 04/16/2026 | 19.20 K | $1.05 M | 17.66% | 0.24% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 18.20 K | $991.95 K | 78.16% | 0.23% |
| STATE OF WISCONSIN INVESTMENT BOARD | 05/15/2026 | 16.86 K | $919.03 K | 9.78% | 0.21% |
| 05/14/2026 | 16.80 K | $915.60 K | -4.00% | 0.21% | |
| QUANTINNO CAPITAL MANAGEMENT LP | 05/15/2026 | 15.62 K | $851.02 K | 54.99% | 0.19% |
| D. E. SHAW & CO., INC. | 05/15/2026 | 15.34 K | $836.14 K | -35.62% | 0.19% |
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Southern First Bancshares Inc institutional Ownership - FAQ's
During the previous two years, 183 institutional investors and hedge funds held shares of Southern First Bancshares Inc. The most heavily invested institutionals were:
T. Rowe Price Investment Management, Inc.: 817,841
FJ Capital Management LLC: 807,223
BlackRock, Inc.: 712,410
ENDEAVOUR CAPITAL ADVISORS INC: 607,405
DIMENSIONAL FUND ADVISORS LP: 380,368
AMERIPRISE FINANCIAL INC: 271,243
85.00% of Southern First Bancshares Inc stock is owned by institutional investors.
Institutional investors have bought a total of 8.56 M shares in the last 24 months. This purchase volume represents approximately $450.25 M in transactions.