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. | 08/14/2025 | 808.44 K | $30.75 M | 0.68% | 9.96% |
| FJ CAPITAL MANAGEMENT LLC | 08/14/2025 | 807.22 K | $30.70 M | 0.00% | 9.94% |
| BLACKROCK, INC. | 08/12/2025 | 736.64 K | $28.01 M | -2.97% | 9.07% |
| ENDEAVOUR CAPITAL ADVISORS INC | 08/13/2025 | 589.02 K | $22.40 M | 0.00% | 7.25% |
| VANGUARD GROUP INC | 08/11/2025 | 421.07 K | $16.01 M | 0.07% | 5.19% |
| DIMENSIONAL FUND ADVISORS LP | 08/12/2025 | 370.07 K | $14.07 M | 2.54% | 4.56% |
| BANC FUNDS CO LLC | 08/14/2025 | 286.70 K | $10.90 M | -4.41% | 3.53% |
| AMERIPRISE FINANCIAL INC | 08/14/2025 | 279.81 K | $10.64 M | -0.04% | 3.45% |
| RHINO INVESTMENT PARTNERS, INC | 08/11/2025 | 210.12 K | $7.99 M | 0.00% | 2.59% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/08/2025 | 180.59 K | $6.87 M | 2.16% | 2.22% |
| STATE STREET CORP | 08/14/2025 | 159.91 K | $6.08 M | -0.90% | 1.97% |
| FOURTHSTONE LLC | 08/14/2025 | 129.17 K | $4.91 M | 95.18% | 1.59% |
| AMERICAN CENTURY COMPANIES INC | 08/12/2025 | 98.57 K | $3.75 M | -2.85% | 1.21% |
| RENAISSANCE TECHNOLOGIES LLC | 08/13/2025 | 96.41 K | $3.67 M | -2.92% | 1.19% |
| NORTHERN TRUST CORP | 08/13/2025 | 74.57 K | $2.84 M | -5.06% | 0.92% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 08/14/2025 | 52.06 K | $1.98 M | 6.95% | 0.64% |
| ACADIAN ASSET MANAGEMENT LLC | 08/07/2025 | 52.01 K | $1.98 M | 0.00% | 0.64% |
| RUSSELL INVESTMENTS GROUP, LTD. | 08/13/2025 | 50.72 K | $1.93 M | -13.73% | 0.62% |
| ZACKS INVESTMENT MANAGEMENT | 08/12/2025 | 45.06 K | $1.71 M | 100.00% | 0.56% |
| KOSS-OLINGER CONSULTING, LLC | 08/01/2025 | 42.40 K | $1.61 M | 0.00% | 0.52% |
| GABELLI FUNDS LLC | 08/13/2025 | 41.85 K | $1.59 M | 14.19% | 0.52% |
| WELLINGTON MANAGEMENT GROUP LLP | 08/14/2025 | 35.98 K | $1.37 M | 5.49% | 0.44% |
| ROYAL BANK OF CANADA | 08/14/2025 | 32.72 K | $1.24 M | -6.28% | 0.40% |
| CAPTRUST FINANCIAL ADVISORS | 08/15/2025 | 31.19 K | $1.19 M | 0.22% | 0.38% |
| ABACUS PLANNING GROUP, INC. | 07/21/2025 | 31.12 K | $1.18 M | 0.00% | 0.38% |
| BARCLAYS PLC | 08/14/2025 | 31.10 K | $1.18 M | 20.63% | 0.38% |
| ASSENAGON ASSET MANAGEMENT S.A. | 07/11/2025 | 30.98 K | $1.18 M | -28.45% | 0.38% |
| GAMCO INVESTORS, INC. ET AL | 08/13/2025 | 25.50 K | $969.77 K | 0.00% | 0.31% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/12/2025 | 22.57 K | $858.49 K | 4.14% | 0.28% |
| BANK OF NEW YORK MELLON CORP | 08/05/2025 | 22.09 K | $840.12 K | 4.87% | 0.27% |
| EMPOWERED FUNDS, LLC | 08/11/2025 | 20.17 K | $767.18 K | 8.24% | 0.25% |
| SEACREST WEALTH MANAGEMENT, LLC | 07/11/2025 | 19.07 K | $725.27 K | -66.93% | 0.23% |
| TETON ADVISORS, INC. | 08/13/2025 | 18.00 K | $684.54 K | -14.29% | 0.22% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 07/10/2025 | 16.37 K | $653.90 K | 100.00% | 0.20% |
| SHEETS SMITH WEALTH MANAGEMENT | 07/15/2025 | 16.10 K | $612.17 K | 1.85% | 0.20% |
| NUVEEN, LLC | 08/12/2025 | 14.64 K | $556.57 K | -21.80% | 0.18% |
| STRS OHIO | 08/04/2025 | 13.90 K | $528.62 K | 2.21% | 0.17% |
| DE LISLE PARTNERS LLP | 08/13/2025 | 12.59 K | $479.71 K | 0.00% | 0.16% |
| INVESCO LTD. | 08/13/2025 | 12.43 K | $472.52 K | -16.71% | 0.15% |
| RHUMBLINE ADVISERS | 08/12/2025 | 12.09 K | $459.58 K | 0.42% | 0.15% |
| GODSEY & GIBB, INC | 07/23/2025 | 11.66 K | $443.43 K | 0.00% | 0.14% |
| FOSTER VICTOR WEALTH ADVISORS, LLC | 07/15/2025 | 10.29 K | $408.81 K | 0.00% | 0.13% |
| NEWEDGE ADVISORS, LLC | 08/14/2025 | 10.26 K | $390.07 K | -17.65% | 0.13% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2025 | 10.19 K | $387.53 K | -23.58% | 0.13% |
| JANE STREET GROUP, LLC | 08/14/2025 | 9.46 K | $359.69 K | 2.92% | 0.12% |
| SQUAREPOINT OPS LLC | 08/27/2025 | 9.46 K | $359.65 K | 100.00% | 0.12% |
| STATE OF WISCONSIN INVESTMENT BOARD | 08/14/2025 | 9.30 K | $353.68 K | 14.81% | 0.11% |
| WAGNER WEALTH MANAGEMENT, LLC | 07/17/2025 | 8.74 K | $332.53 K | 5.27% | 0.11% |
| WELLS FARGO & COMPANY/MN | 08/14/2025 | 8.25 K | $313.55 K | 8.02% | 0.10% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 08/13/2025 | 8.24 K | $313.18 K | -3.51% | 0.10% |
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Southern First Bancshares, Inc. institutional Ownership - FAQ's
During the previous two years, 129 institutional investors and hedge funds held shares of Southern First Bancshares, Inc.. The most heavily invested institutionals were:
Koss-Olinger Consulting, LLC: 42,397
SHEETS SMITH WEALTH MANAGEMENT: 16,321
LOS ANGELES CAPITAL MANAGEMENT LLC: 15,106
Assenagon Asset Management S.A.: 14,518
Foster Victor Wealth Advisors, LLC: 10,044
Wagner Wealth Management, LLC: 7,764
75.72% of Southern First Bancshares, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 7.82 M shares in the last 24 months. This purchase volume represents approximately $332.51 M in transactions.