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 | 11/14/2025 | 807.22 K | $35.61 M | 0.00% | 9.94% |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 11/14/2025 | 806.33 K | $35.58 M | -0.26% | 9.93% |
| BLACKROCK, INC. | 11/12/2025 | 727.22 K | $32.08 M | -1.28% | 8.96% |
| ENDEAVOUR CAPITAL ADVISORS INC | 11/07/2025 | 586.01 K | $25.85 M | -0.51% | 7.22% |
| VANGUARD GROUP INC | 11/07/2025 | 431.81 K | $19.05 M | 2.55% | 5.32% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 375.38 K | $16.56 M | 1.44% | 4.62% |
| AMERIPRISE FINANCIAL INC | 11/14/2025 | 271.67 K | $11.99 M | -2.91% | 3.35% |
| RHINO INVESTMENT PARTNERS, INC | 11/14/2025 | 210.12 K | $9.27 M | 0.00% | 2.59% |
| BANC FUNDS CO LLC | 11/14/2025 | 205.87 K | $9.08 M | -28.19% | 2.54% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 179.61 K | $7.93 M | -0.54% | 2.21% |
| STATE STREET CORP | 11/14/2025 | 160.68 K | $7.09 M | 0.48% | 1.98% |
| FOURTHSTONE LLC | 11/14/2025 | 158.75 K | $7.00 M | 22.90% | 1.96% |
| ALLIANCEBERNSTEIN L.P. | 11/14/2025 | 157.38 K | $6.94 M | 0.00% | 1.94% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2025 | 117.01 K | $5.16 M | 21.37% | 1.44% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2025 | 106.21 K | $4.69 M | 7.75% | 1.31% |
| ACADIAN ASSET MANAGEMENT LLC | 11/13/2025 | 80.65 K | $3.56 M | 55.05% | 0.99% |
| NORTHERN TRUST CORP | 11/14/2025 | 72.22 K | $3.19 M | -3.15% | 0.89% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 70.10 K | $3.09 M | 20.21% | 0.86% |
| RUSSELL INVESTMENTS GROUP, LTD. | 11/13/2025 | 59.76 K | $2.64 M | 17.82% | 0.74% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 11/14/2025 | 51.99 K | $2.29 M | -0.12% | 0.64% |
| MORGAN STANLEY | 11/14/2025 | 49.31 K | $2.18 M | -12.04% | 0.61% |
| ZACKS INVESTMENT MANAGEMENT | 11/14/2025 | 47.61 K | $2.10 M | 5.66% | 0.59% |
| GABELLI FUNDS LLC | 11/12/2025 | 43.35 K | $1.91 M | 3.58% | 0.53% |
| KOSS-OLINGER CONSULTING, LLC | 10/20/2025 | 42.40 K | $1.61 M | 0.00% | 0.52% |
| ABACUS PLANNING GROUP, INC. | 10/22/2025 | 31.12 K | $1.37 M | 0.00% | 0.38% |
| CAPTRUST FINANCIAL ADVISORS | 11/19/2025 | 29.58 K | $1.30 M | -5.17% | 0.36% |
| BARCLAYS PLC | 11/12/2025 | 28.65 K | $1.26 M | -7.87% | 0.35% |
| GAMCO INVESTORS, INC. ET AL | 11/12/2025 | 25.50 K | $1.13 M | 0.00% | 0.31% |
| MALTESE CAPITAL MANAGEMENT LLC | 11/14/2025 | 25.50 K | $1.13 M | 100.00% | 0.31% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 22.72 K | $1.00 M | 2.84% | 0.28% |
| EMPOWERED FUNDS, LLC | 11/13/2025 | 22.60 K | $997.16 K | 12.04% | 0.28% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 22.57 K | $995.97 K | 0.00% | 0.28% |
| AQR CAPITAL MANAGEMENT LLC | 11/14/2025 | 20.32 K | $896.30 K | 114.34% | 0.25% |
| 11/12/2025 | 18.00 K | $794.16 K | 100.00% | 0.22% | |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 11/13/2025 | 17.13 K | $755.69 K | 100.00% | 0.21% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 10/29/2025 | 16.75 K | $729.80 K | 2.36% | 0.21% |
| SHEETS SMITH WEALTH MANAGEMENT | 10/16/2025 | 16.32 K | $720.08 K | 1.39% | 0.20% |
| MARSHALL WACE, LLP | 11/13/2025 | 15.99 K | $705.26 K | 100.00% | 0.20% |
| JANE STREET GROUP, LLC | 11/14/2025 | 15.57 K | $686.77 K | 64.58% | 0.19% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 10/20/2025 | 15.11 K | $666.48 K | 100.00% | 0.19% |
| NEWEDGE ADVISORS, LLC | 11/17/2025 | 14.93 K | $658.71 K | 45.56% | 0.18% |
| NUVEEN, LLC | 11/12/2025 | 14.64 K | $645.70 K | 0.00% | 0.18% |
| ASSENAGON ASSET MANAGEMENT S.A. | 10/07/2025 | 14.52 K | $640.53 K | -53.14% | 0.18% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2025 | 14.52 K | $640.45 K | 100.00% | 0.18% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2025 | 14.22 K | $627.52 K | 141.81% | 0.18% |
| INVESCO LTD. | 11/13/2025 | 13.79 K | $608.55 K | 11.01% | 0.17% |
| STRS OHIO | 10/30/2025 | 12.80 K | $564.74 K | -7.91% | 0.16% |
| DE LISLE PARTNERS LLP | 11/13/2025 | 12.59 K | $555.95 K | 0.00% | 0.16% |
| UBS GROUP AG | 11/13/2025 | 12.07 K | $532.53 K | 76.20% | 0.15% |
| STATE OF WISCONSIN INVESTMENT BOARD | 11/14/2025 | 11.90 K | $525.03 K | 27.96% | 0.15% |
Explore Related Stocks for Market Trends
Explore our related stocks for the latest market trends and stock news to stay informed and make better decisions.
Southern First Bancshares, Inc. institutional Ownership - FAQ's
During the previous two years, 146 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.: 806,331
BlackRock, Inc.: 727,218
ENDEAVOUR CAPITAL ADVISORS INC: 586,014
VANGUARD GROUP INC: 431,814
DIMENSIONAL FUND ADVISORS LP: 375,382
80.64% of Southern First Bancshares, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 8.22 M shares in the last 24 months. This purchase volume represents approximately $430.16 M in transactions.