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 | 02/13/2026 | 807.22 K | $41.59 M | 0.00% | 10.03% |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 02/19/2026 | 784.74 K | $40.43 M | -2.68% | 9.75% |
| BLACKROCK, INC. | 02/12/2026 | 721.83 K | $37.19 M | -0.74% | 8.97% |
| ENDEAVOUR CAPITAL ADVISORS INC | 02/09/2026 | 586.01 K | $30.19 M | 0.00% | 7.28% |
| VANGUARD GROUP INC | 01/29/2026 | 437.01 K | $22.51 M | 1.20% | 5.43% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 377.71 K | $19.46 M | 0.62% | 4.70% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 267.74 K | $13.79 M | -1.45% | 3.33% |
| RHINO INVESTMENT PARTNERS, INC | 02/17/2026 | 210.12 K | $10.83 M | 0.00% | 2.61% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 178.71 K | $9.21 M | -0.50% | 2.22% |
| BANC FUNDS CO LLC | 02/12/2026 | 171.66 K | $8.84 M | -16.62% | 2.13% |
| STATE STREET CORP | 02/13/2026 | 164.99 K | $8.50 M | 2.68% | 2.05% |
| ALLIANCEBERNSTEIN L.P. | 02/17/2026 | 157.38 K | $8.11 M | 0.00% | 1.96% |
| RENAISSANCE TECHNOLOGIES LLC | 02/12/2026 | 127.91 K | $6.59 M | 9.32% | 1.59% |
| AMERICAN CENTURY COMPANIES INC | 02/13/2026 | 125.57 K | $6.47 M | 18.23% | 1.56% |
| FOURTHSTONE LLC | 02/13/2026 | 123.24 K | $6.35 M | -22.37% | 1.53% |
| ACADIAN ASSET MANAGEMENT LLC | 02/10/2026 | 88.78 K | $4.57 M | 10.09% | 1.10% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 77.98 K | $4.02 M | 11.24% | 0.97% |
| NORTHERN TRUST CORP | 02/17/2026 | 66.77 K | $3.44 M | -7.54% | 0.83% |
| GABELLI FUNDS LLC | 02/05/2026 | 60.58 K | $3.12 M | 39.74% | 0.75% |
| ZACKS INVESTMENT MANAGEMENT | 02/17/2026 | 56.99 K | $2.94 M | 19.70% | 0.71% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 02/17/2026 | 54.35 K | $2.80 M | 4.54% | 0.68% |
| MORGAN STANLEY | 02/13/2026 | 54.05 K | $2.78 M | 9.62% | 0.67% |
| RUSSELL INVESTMENTS GROUP, LTD. | 02/17/2026 | 53.35 K | $2.75 M | -10.72% | 0.66% |
| MARSHALL WACE, LLP | 02/13/2026 | 50.45 K | $2.60 M | 215.61% | 0.63% |
| KOSS-OLINGER CONSULTING, LLC | 02/10/2026 | 42.40 K | $2.18 M | 0.00% | 0.53% |
| CITADEL ADVISORS LLC | 02/17/2026 | 35.74 K | $1.84 M | 212.08% | 0.44% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 02/13/2026 | 33.46 K | $1.72 M | 95.36% | 0.42% |
| ABACUS PLANNING GROUP, INC. | 01/16/2026 | 30.46 K | $1.57 M | -2.14% | 0.38% |
| BARCLAYS PLC | 02/13/2026 | 29.80 K | $1.54 M | 4.02% | 0.37% |
| GAMCO INVESTORS, INC. ET AL | 02/05/2026 | 29.40 K | $1.51 M | 15.29% | 0.37% |
| MALTESE CAPITAL MANAGEMENT LLC | 02/17/2026 | 28.64 K | $1.48 M | 12.33% | 0.36% |
| CAPTRUST FINANCIAL ADVISORS | 02/17/2026 | 28.23 K | $1.45 M | -4.56% | 0.35% |
| EMPOWERED FUNDS, LLC | 02/11/2026 | 24.96 K | $1.29 M | 10.43% | 0.31% |
| D. E. SHAW & CO., INC. | 02/17/2026 | 23.83 K | $1.23 M | 152.51% | 0.30% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 02/17/2026 | 23.68 K | $1.22 M | 128.47% | 0.29% |
| AQR CAPITAL MANAGEMENT LLC | 02/17/2026 | 23.03 K | $1.19 M | 13.38% | 0.29% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 22.34 K | $1.15 M | -1.02% | 0.28% |
| EAM INVESTORS, LLC | 02/12/2026 | 21.48 K | $1.11 M | 100.00% | 0.27% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 20.85 K | $1.07 M | -8.20% | 0.26% |
| TREXQUANT INVESTMENT LP | 02/17/2026 | 20.78 K | $1.07 M | 142.63% | 0.26% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 02/11/2026 | 20.34 K | $893.78 K | 34.66% | 0.25% |
| 02/05/2026 | 17.50 K | $901.60 K | -2.78% | 0.22% | |
| JANE STREET GROUP, LLC | 02/12/2026 | 16.96 K | $873.88 K | 8.97% | 0.21% |
| SHEETS SMITH WEALTH MANAGEMENT | 01/20/2026 | 16.32 K | $840.86 K | 0.00% | 0.20% |
| SQUAREPOINT OPS LLC | 02/13/2026 | 16.13 K | $831.07 K | 36.13% | 0.20% |
| STATE OF WISCONSIN INVESTMENT BOARD | 02/17/2026 | 15.36 K | $791.40 K | 29.08% | 0.19% |
| UBS GROUP AG | 01/29/2026 | 15.20 K | $783.16 K | 25.94% | 0.19% |
| NUVEEN, LLC | 02/12/2026 | 14.64 K | $754.00 K | 0.00% | 0.18% |
| SEI INVESTMENTS CO | 02/13/2026 | 14.03 K | $722.98 K | 100.00% | 0.17% |
| ASSENAGON ASSET MANAGEMENT S.A. | 01/09/2026 | 12.95 K | $667.18 K | -10.80% | 0.16% |
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Southern First Bancshares Inc institutional Ownership - FAQ's
During the previous two years, 164 institutional investors and hedge funds held shares of Southern First Bancshares Inc. The most heavily invested institutionals were:
Abacus Planning Group, Inc.: 30,375
Assenagon Asset Management S.A.: 24,495
Bank of New York Mellon Corp: 20,230
SHEETS SMITH WEALTH MANAGEMENT: 19,204
Nuveen, LLC: 13,785
GODSEY & GIBB, INC: 11,060
83.10% of Southern First Bancshares Inc stock is owned by institutional investors.
Institutional investors have bought a total of 8.39 M shares in the last 24 months. This purchase volume represents approximately $441.19 M in transactions.