Institutional Ownership Southern First Bancshares Inc (SFST)
This table provides information about the institutional ownership of Southern First Bancshares Inc (SFST). We have compiled data on the 103 institutions that hold shares in the stock, with a total of 6.56 Million shares, which have been reported (via 13F filing form) to have a value of $260 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gabelli Funds LLC
Rye, NY |
May 14, 2025 Q1 2025 |
36,650
shares
|
$1.45 Million
0.01% of portfolio
|
Q1 2025
Added 10.92%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
34,910
shares
|
$1.38 Million
0.0% of portfolio
|
Q1 2025
Added 2.62%
|
|
|
Wellington Management Group LLP
Boston, MA |
May 13, 2025 Q1 2025 |
34,109
shares
|
$1.35 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
31,123
shares
|
$1.23 Million
0.0% of portfolio
|
Q1 2025
Added 2.21%
|
|
|
Assenagon Asset Management S.A.
|
Jul 11, 2025 Q2 2025 |
30,984
shares
|
$1.23 Million
0.0% of portfolio
|
Q2 2025
Reduced 28.45%
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
25,777
shares
|
$1.02 Million
0.0% of portfolio
|
Q1 2025
Added 1.84%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
May 14, 2025 Q1 2025 |
25,500
shares
|
$1.01 Million
0.01% of portfolio
|
Q1 2025
Added 4.08%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 09, 2025 Q1 2025 |
21,676
shares
|
$858,152
0.0% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Teton Advisors, Inc.
Rye, NY |
May 14, 2025 Q1 2025 |
21,000
shares
|
$831,390
0.46% of portfolio
|
Q1 2025
Reduced 4.55%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
19,071
shares
|
$755,020
0.08% of portfolio
|
Q2 2025
Reduced 66.93%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
18,714
shares
|
$740,887
0.0% of portfolio
|
Q4 2023
Added 36.85%
|
|
|
Nuveen, LLC
Charlotte, NC |
May 12, 2025 Q1 2025 |
18,714
shares
|
$740,887
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Empowered Funds, LLC
|
May 16, 2025 Q1 2025 |
18,637
shares
|
$737,838
0.01% of portfolio
|
Q1 2025
Added 23.38%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
16,368
shares
|
$648,009
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sheets Smith Wealth Management
|
Jul 15, 2025 Q2 2025 |
16,097
shares
|
$637,280
0.07% of portfolio
|
Q2 2025
Added 1.85%
|
|
|
Trexquant Investment LP
Stamford, CT |
May 14, 2025 Q1 2025 |
15,220
shares
|
$602,559
0.01% of portfolio
|
Q1 2025
Added 44.4%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
14,918
shares
|
$590,603
0.0% of portfolio
|
Q1 2025
Reduced 15.15%
|
|
|
Strs Ohio
|
May 28, 2025 Q1 2025 |
13,600
shares
|
$538,424
0.0% of portfolio
|
Q1 2025
Reduced 16.05%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
13,335
shares
|
$527,932
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
12,953
shares
|
$512,809
0.0% of portfolio
|
Q1 2025
Reduced 51.61%
|
|
|
De Lisle Partners LLP
Poole, X0 |
May 08, 2025 Q1 2025 |
12,591
shares
|
$498,477
0.07% of portfolio
|
Q3 2024
Added 15.61%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
12,455
shares
|
$493,093
0.0% of portfolio
|
Q2 2024
Added 0.4%
|
|
|
Reynolds Investment Management, Inc.
|
Jul 27, 2022 Q2 2022 |
12,097
shares
|
$478,920
0.19% of portfolio
|
Q2 2022
Reduced 0.08%
|
|
|
Rhumbline Advisers
Boston, MA |
May 29, 2025 Q1 2025 |
12,034
shares
|
$476,426
0.0% of portfolio
|
Q4 2024
Added 3.92%
|
|
|
Godsey & Gibb Associates
|
Apr 11, 2025 Q1 2025 |
11,660
shares
|
$461,619
0.04% of portfolio
|
Q1 2025
Reduced 4.89%
|