Security Snapshot

SOUTHERN FIRST BANCSHARES INC - Common Stock (SFST) Institutional Ownership

CUSIP: 842873101

13F Institutional Holders and Ownership History from Q1 2014 to Q1 2026

Latest Period

Q1 2026

Institutions Reporting

146

Shares (Excl. Options)

6,829,035

Price

$54.50

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Type / Class
Equity / Common Stock
Symbol
SFST on Nasdaq
Shares outstanding
8,162,397
Price per share
$57.78
All holders as of 31 Mar 2026
Q1 2026
Total 13F shares
6,829,035
Total reported value
$372,109,224
% of total 13F portfolios
0%
Share change
+169,149
Value change
+$9,914,844
Number of holders
146
Price from insider filings
$57.78
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Key facts

  • SFST - SOUTHERN FIRST BANCSHARES INC - Common Stock is tracked under CUSIP 842873101.
  • 146 institutions reported positions in Q1 2026.
  • 3 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 128 to 146 between Q4 2025 and Q1 2026.
  • Reported value moved from $343,168,624 to $372,109,224.

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 146 institutions filings for Q1 2026.

Open SEC Evidence

Security key

842873101

Latest holder period

Q1 2026

13F holders

146

13D/G owners

3

CIK / CUSIP context first

Significant Owners of SOUTHERN FIRST BANCSHARES INC - Common Stock (SFST) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
FJ Capital Management LLC 9.9% $27,025,826 807,223 FJ Capital Management LLC 30 Sep 2024
ENDEAVOUR CAPITAL ADVISORS INC 7.1% $19,432,060 580,408 Endeavour Capital Advisors Inc. 31 Dec 2024
BlackRock, Inc. 6.8% $18,582,840 555,043 BlackRock, Inc. 31 Mar 2025

As of 31 Mar 2026, 146 institutional investors reported holding 6,829,035 shares of SOUTHERN FIRST BANCSHARES INC - Common Stock (SFST). This represents 84% of the company’s total 8,162,397 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of SOUTHERN FIRST BANCSHARES INC - Common Stock (SFST) together control 71% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
T. Rowe Price Investment Management, Inc. 10% 817,841 +4.2% 0.03% $44,573,000
FJ Capital Management LLC 9.9% 807,223 0% 5% $43,993,654
BlackRock, Inc. 8.7% 712,410 -1.3% 0% $38,826,348
ENDEAVOUR CAPITAL ADVISORS INC 7.4% 607,405 +3.7% 7.5% $33,103,573
DIMENSIONAL FUND ADVISORS LP 4.7% 380,368 +0.7% 0% $20,729,851
VANGUARD CAPITAL MANAGEMENT LLC 4.2% 344,885 0% 0% $18,796,233
AMERIPRISE FINANCIAL INC 3.3% 271,243 +1.3% 0% $14,782,744
Rhino Investment Partners, Inc 2.6% 210,121 0% 3.2% $11,451,595
GEODE CAPITAL MANAGEMENT, LLC 2.2% 180,231 +0.85% 0% $9,825,232
BANC FUNDS CO LLC 2.1% 171,655 0% 1.7% $9,355,198
STATE STREET CORP 2.1% 167,963 +1.8% 0% $9,153,984
RENAISSANCE TECHNOLOGIES LLC 1.8% 150,607 +18% 0.01% $8,208,082
AMERICAN CENTURY COMPANIES INC 1.8% 149,417 +19% 0% $8,143,227
ACADIAN ASSET MANAGEMENT LLC 1.5% 124,585 +40% 0.01% $6,786,000
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 1.4% 115,130 0.02% $6,274,585
MORGAN STANLEY 1% 84,604 +57% 0% $4,611,017
NORTHERN TRUST CORP 0.87% 71,086 +6.5% 0% $3,874,189
GOLDMAN SACHS GROUP INC 0.81% 65,904 -15% 0% $3,591,768
GABELLI FUNDS LLC 0.77% 62,534 +3.2% 0.02% $3,408,103
ZACKS INVESTMENT MANAGEMENT 0.75% 61,498 +7.9% 0.03% $3,351,628
BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.69% 56,634 +4.2% 0.06% $3,086,553
Russell Investments Group, Ltd. 0.65% 53,293 -0.11% 0% $2,904,468
VANGUARD FIDUCIARY TRUST CO 0.63% 51,088 0% 0% $2,784,296
VANGUARD PORTFOLIO MANAGEMENT LLC 0.55% 44,749 0% 0% $2,438,821
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.55% 44,527 +33% 0% $2,426,722

Institutional Holders of SOUTHERN FIRST BANCSHARES INC - Common Stock (SFST) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 6,829,035 $372,109,224 +$9,914,844 $54.50 146
2025 Q4 6,662,820 $343,168,624 +$5,954,892 $51.52 128
2025 Q3 6,547,072 $288,576,391 +$4,144,659 $44.12 114
2025 Q2 6,460,221 $245,734,092 +$2,118,845 $38.03 99
2025 Q1 6,407,771 $210,943,036 -$3,007,662 $32.92 96
2024 Q4 6,479,081 $257,520,269 +$5,646,896 $39.75 94
2024 Q3 6,347,503 $216,318,709 +$2,045,448 $34.08 100
2024 Q2 6,295,108 $184,110,847 -$1,404,575 $29.24 95
2024 Q1 6,332,915 $201,087,742 +$589,090 $31.76 91
2023 Q4 6,337,057 $235,173,964 +$6,086,736 $37.10 89
2023 Q3 6,270,691 $168,930,826 -$1,822,895 $26.94 85
2023 Q2 6,355,531 $157,299,847 -$185,066 $24.75 81
2023 Q1 6,238,524 $191,572,590 -$2,409,598 $30.70 88
2022 Q4 6,371,527 $291,417,119 +$3,477,001 $45.75 98
2022 Q3 6,319,541 $263,295,813 -$28,881,191 $41.66 98
2022 Q2 6,311,211 $275,192,020 +$1,421,720 $43.59 102
2022 Q1 6,295,569 $320,083,655 -$4,378,809 $50.84 105
2021 Q4 6,346,821 $396,457,675 -$2,625,586 $62.49 101
2021 Q3 6,243,088 $333,921,339 +$5,130,027 $53.50 92
2021 Q2 6,209,674 $317,574,561 +$3,120,047 $51.16 89
2021 Q1 6,157,164 $288,869,614 +$16,797,190 $46.88 93
2020 Q4 5,839,485 $206,779,596 +$3,757,661 $35.35 81
2020 Q3 5,771,331 $139,662,601 -$1,013,394 $24.15 73
2020 Q2 5,782,016 $159,830,799 -$981,623 $27.71 75
2020 Q1 5,817,231 $164,887,663 +$4,765,186 $28.37 74
2019 Q4 5,554,124 $235,911,417 +$2,138,063 $42.49 82
2019 Q3 5,646,019 $224,984,405 +$3,201,051 $39.85 81
2019 Q2 5,567,540 $217,997,752 +$9,696,431 $39.16 76
2019 Q1 5,343,844 $180,995,952 +$2,712,500 $33.87 70
2018 Q4 5,262,572 $168,625,125 +$306,091 $32.07 69
2018 Q3 5,177,667 $203,481,458 +$784,573 $39.30 75
2018 Q2 5,153,545 $227,787,432 -$2,007,408 $44.20 75
2018 Q1 5,200,027 $231,400,343 +$2,135,390 $44.50 73
2017 Q4 5,155,145 $212,658,149 -$1,233,185 $41.25 74
2017 Q3 5,126,339 $186,330,438 -$528,362 $36.35 67
2017 Q2 5,135,545 $190,268,766 +$34,625,474 $37.05 69
2017 Q1 4,201,531 $137,178,458 +$7,362,947 $32.65 62
2016 Q4 4,217,766 $151,835,140 +$341,830 $36.00 64
2016 Q3 4,033,122 $111,232,541 -$146,638 $27.58 54
2016 Q2 4,012,794 $96,704,506 +$6,432,723 $24.10 57
2016 Q1 3,743,042 $91,505,108 +$1,281,622 $24.41 39
2015 Q4 3,687,422 $83,582,639 +$1,672,134 $22.69 34
2015 Q3 3,623,886 $74,251,451 +$249,747 $20.49 31
2015 Q2 3,625,875 $64,895,880 +$76,535 $17.90 33
2015 Q1 3,621,346 $61,585,785 +$2,965,988 $17.00 30
2014 Q4 3,402,163 $56,972,399 +$22,942,749 $17.00 26
2014 Q3 2,039,142 $28,383,604 +$551,226 $13.91 25
2014 Q2 1,999,577 $26,915,645 +$377,867 $13.46 23
2014 Q1 1,969,443 $27,317,124 +$6,994,550 $13.87 22
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