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 | 05/15/2025 | 807.22 K | $26.57 M | 0.00% | 9.99% |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 05/14/2025 | 802.97 K | $26.43 M | 0.74% | 9.94% |
| BLACKROCK, INC. | 05/02/2025 | 759.18 K | $24.99 M | -1.48% | 9.40% |
| ENDEAVOUR CAPITAL ADVISORS INC | 05/13/2025 | 589.02 K | $19.39 M | 1.48% | 7.29% |
| VANGUARD GROUP INC | 05/09/2025 | 420.76 K | $13.85 M | -0.13% | 5.21% |
| DIMENSIONAL FUND ADVISORS LP | 05/13/2025 | 360.90 K | $11.88 M | 2.86% | 4.47% |
| BANC FUNDS CO LLC | 05/14/2025 | 299.92 K | $9.87 M | -5.99% | 3.71% |
| AMERIPRISE FINANCIAL INC | 05/14/2025 | 279.92 K | $9.22 M | 0.49% | 3.47% |
| RHINO INVESTMENT PARTNERS, INC | 05/14/2025 | 210.12 K | $6.92 M | -8.73% | 2.60% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/13/2025 | 176.76 K | $5.82 M | 3.13% | 2.19% |
| STATE STREET CORP | 05/15/2025 | 161.36 K | $5.31 M | -1.42% | 2.00% |
| ALLIANCEBERNSTEIN L.P. | 05/15/2025 | 139.33 K | $4.59 M | 7.58% | 1.72% |
| AMERICAN CENTURY COMPANIES INC | 05/13/2025 | 101.46 K | $3.34 M | 4.00% | 1.26% |
| RENAISSANCE TECHNOLOGIES LLC | 05/14/2025 | 99.31 K | $3.27 M | -4.15% | 1.23% |
| NORTHERN TRUST CORP | 05/13/2025 | 78.54 K | $2.59 M | -0.93% | 0.97% |
| GOLDMAN SACHS GROUP INC | 05/16/2025 | 66.60 K | $2.19 M | 4.84% | 0.82% |
| FOURTHSTONE LLC | 05/14/2025 | 66.18 K | $2.18 M | 100.00% | 0.82% |
| RUSSELL INVESTMENTS GROUP, LTD. | 05/13/2025 | 58.79 K | $1.94 M | -7.50% | 0.73% |
| SEACREST WEALTH MANAGEMENT, LLC | 04/11/2025 | 57.67 K | $1.90 M | -1.93% | 0.71% |
| MORGAN STANLEY | 05/15/2025 | 53.03 K | $1.75 M | -2.80% | 0.66% |
| ACADIAN ASSET MANAGEMENT LLC | 05/21/2025 | 52.01 K | $1.71 M | -2.24% | 0.64% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 05/15/2025 | 48.68 K | $1.60 M | -8.92% | 0.60% |
| ASSENAGON ASSET MANAGEMENT S.A. | 04/15/2025 | 43.31 K | $1.43 M | -2.99% | 0.54% |
| KOSS-OLINGER CONSULTING, LLC | 05/12/2025 | 42.40 K | $1.40 M | 0.00% | 0.52% |
| GABELLI FUNDS LLC | 05/14/2025 | 36.65 K | $1.21 M | 10.92% | 0.45% |
| ROYAL BANK OF CANADA | 05/15/2025 | 34.91 K | $1.15 M | 2.62% | 0.43% |
| WELLINGTON MANAGEMENT GROUP LLP | 05/13/2025 | 34.11 K | $1.12 M | -47.88% | 0.42% |
| CAPTRUST FINANCIAL ADVISORS | 05/15/2025 | 31.12 K | $1.02 M | 2.21% | 0.39% |
| ABACUS PLANNING GROUP, INC. | 04/14/2025 | 31.12 K | $1.02 M | 0.00% | 0.39% |
| BARCLAYS PLC | 05/15/2025 | 25.78 K | $849.00 K | 1.84% | 0.32% |
| GAMCO INVESTORS, INC. ET AL | 05/14/2025 | 25.50 K | $839.46 K | 4.08% | 0.32% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/09/2025 | 21.68 K | $713.57 K | 0.49% | 0.27% |
| BANK OF NEW YORK MELLON CORP | 04/29/2025 | 21.07 K | $693.49 K | -2.20% | 0.26% |
| TETON ADVISORS, INC. | 05/14/2025 | 21.00 K | $691.32 K | -4.55% | 0.26% |
| 05/12/2025 | 18.71 K | $616.07 K | 100.00% | 0.23% | |
| EMPOWERED FUNDS, LLC | 05/16/2025 | 18.64 K | $613.53 K | 23.38% | 0.23% |
| SHEETS SMITH WEALTH MANAGEMENT | 04/23/2025 | 15.81 K | $520.30 K | 4.04% | 0.20% |
| TREXQUANT INVESTMENT LP | 05/14/2025 | 15.22 K | $501.04 K | 44.40% | 0.19% |
| INVESCO LTD. | 05/12/2025 | 14.92 K | $491.10 K | -15.15% | 0.18% |
| STRS OHIO | 05/28/2025 | 13.60 K | $447.71 K | 0.00% | 0.17% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/14/2025 | 13.34 K | $438.99 K | 100.00% | 0.17% |
| JPMORGAN CHASE & CO | 05/12/2025 | 12.95 K | $426.41 K | -51.61% | 0.16% |
| DE LISLE PARTNERS LLP | 05/08/2025 | 12.59 K | $415.64 K | 0.00% | 0.16% |
| NEWEDGE ADVISORS, LLC | 05/15/2025 | 12.46 K | $410.02 K | 0.00% | 0.15% |
| RHUMBLINE ADVISERS | 05/29/2025 | 12.03 K | $396.15 K | -3.77% | 0.15% |
| GODSEY & GIBB, INC | 04/11/2025 | 11.66 K | $383.85 K | -4.89% | 0.14% |
| FOSTER VICTOR WEALTH ADVISORS, LLC | 04/17/2025 | 10.29 K | $316.53 K | 6.53% | 0.13% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/14/2025 | 9.20 K | $302.86 K | 100.00% | 0.11% |
| BANK OF AMERICA CORP /DE/ | 05/15/2025 | 9.16 K | $301.68 K | 0.55% | 0.11% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 05/14/2025 | 8.54 K | $280.97 K | 44.76% | 0.11% |
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Southern First Bancshares, Inc. institutional Ownership - FAQ's
During the previous two years, 127 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.: 802,974
BlackRock, Inc.: 759,179
ENDEAVOUR CAPITAL ADVISORS INC: 589,016
VANGUARD GROUP INC: 420,761
DIMENSIONAL FUND ADVISORS LP: 360,900
79.15% of Southern First Bancshares, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 8.04 M shares in the last 24 months. This purchase volume represents approximately $295.16 M in transactions.