SFST Institutional Ownership & Shareholders
SOUTHERN FIRST BANCSHARES (SFST) is currently held by 161 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $520.02M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Fj Capital Management Llc is currently the largest disclosed institutional shareholder of SFST tracked by InsiderSet, reporting ownership valued at approximately $54.51M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $54.13M, representing an estimated loss of -0.70% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 59% of the total disclosed SFST value among the investors covered in this analysis. Major shareholders include Fj Capital Management Llc, T. Rowe Price Investment Management, Inc., Blackrock, Inc., and several other long-term asset managers with concentrated positions in SOUTHERN FIRST BANCSHARES (SFST).
This page ranks the largest institutional SFST shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
161
Total Reported Value
$520.02M
Largest Holder
Fj Capital Management Llc
Largest Position
$54.51M
Insider Transactions (90d)
20
Latest Filing Quarter
Q2 2026
New Institutional Positions
119
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Fj Capital Management Llc | 7.08% | 892,223 | $54,514,825 | $54,131,169 | -$383,656 | -0.70% | |
| T. Rowe Price Investment Management, Inc. | 0.03% | 844,650 | $51,609,000 | $51,244,916 | -$364,085 | -0.71% | |
| Blackrock, Inc. | 0.00% | 830,375 | $50,735,911 | $50,378,851 | -$357,060 | -0.70% | |
| Endeavour Capital Advisors Inc | 8.31% | 662,860 | $40,500,746 | $40,215,716 | -$285,030 | -0.70% | |
| Vanguard Capital Management Llc | 0.00% | 392,789 | $23,999,408 | $23,830,509 | -$168,899 | -0.70% | |
| Dimensional Fund Advisors Lp | 0.00% | 387,861 | $23,698,370 | $23,531,527 | -$166,843 | -0.70% | |
| State Street Corp | 0.00% | 373,521 | $22,822,133 | $22,661,519 | -$160,614 | -0.70% | |
| Ameriprise Financial Inc | 0.00% | 247,644 | $15,131,050 | $15,024,561 | -$106,489 | -0.70% | |
| Geode Capital Management, Llc | 0.00% | 237,053 | $14,487,106 | $14,382,006 | -$105,100 | -0.73% | |
| Renaissance Technologies LLC | Jim Simons | 0.02% | 186,307 | $11,383,358 | $11,303,246 | -$80,112 | -0.70% |
| Walleye Capital Llc | 0.05% | 179,992 | $10,997,511 | $10,920,115 | -$77,396 | -0.70% | |
| Banc Funds Co Llc | 1.64% | 162,655 | $9,938,221 | $9,868,279 | -$69,942 | -0.70% | |
| American Century Companies Inc | 0.00% | 157,858 | $9,645,123 | $9,577,245 | -$67,878 | -0.70% | |
| Morgan Stanley | 0.00% | 126,040 | $7,701,154 | $7,646,847 | -$54,307 | -0.71% | |
| Maltese Capital Management Llc | 1.36% | 122,000 | $7,454,200 | $7,401,740 | -$52,460 | -0.70% | |
| Hotchkis & Wiley Capital Management Llc | 0.02% | 116,130 | $7,095,543 | $7,045,607 | -$49,936 | -0.70% | |
| Goldman Sachs Group Inc | 0.00% | 106,925 | $6,533,118 | $6,487,140 | -$45,978 | -0.70% | |
| Jpmorgan Chase & Co | 0.00% | 96,212 | $5,868,932 | $5,837,182 | -$31,750 | -0.54% | |
| Alliancebernstein L.P. | 0.00% | 106,590 | $5,809,155 | $6,466,815 | +$657,660 | +11.32% | |
| Stieven Capital Advisors, L.P. | 1.10% | 94,114 | $5,750,365 | $5,709,896 | -$40,469 | -0.70% | |
| Bank Of America Corp | 0.00% | 91,966 | $5,619,122 | $5,579,577 | -$39,545 | -0.70% | |
| Manufacturers Life Insurance Company, The | 0.00% | 87,448 | $5,343,073 | $5,305,470 | -$37,603 | -0.70% | |
| Northern Trust Corp | 0.00% | 85,785 | $5,241,464 | $5,204,576 | -$36,888 | -0.70% | |
| Russell Investments Group, Ltd. | 0.00% | 76,998 | $4,704,577 | $4,671,469 | -$33,108 | -0.70% | |
| Aqr Capital Management Llc | 0.00% | 76,426 | $4,669,628 | $4,636,765 | -$32,863 | -0.70% | |
| Vanguard Portfolio Management Llc | 0.00% | 76,294 | $4,661,563 | $4,628,757 | -$32,806 | -0.70% | |
| Zacks Investment Management | 0.03% | 67,146 | $4,102,687 | $4,073,748 | -$28,939 | -0.71% | |
| Millennium Management Llc | 0.00% | 66,487 | $4,062,356 | $4,033,766 | -$28,590 | -0.70% | |
| Trexquant Investment Lp | 0.03% | 66,318 | $4,052,030 | $4,023,513 | -$28,517 | -0.70% | |
| Gabelli Funds Llc | 0.02% | 62,534 | $3,820,827 | $3,793,938 | -$26,889 | -0.70% | |
| Qube Research & Technologies Ltd | 0.00% | 59,419 | $3,630,501 | $3,604,951 | -$25,550 | -0.70% | |
| Vanguard Fiduciary Trust Co | 0.00% | 59,177 | $3,615,715 | $3,590,269 | -$25,446 | -0.70% | |
| Ejf Capital Lp | 2.22% | 54,318 | $3,318,830 | $3,295,473 | -$23,357 | -0.70% | |
| Wellington Management Group Llp | 0.00% | 49,465 | $3,022,311 | $3,001,042 | -$21,269 | -0.70% | |
| Citadel Advisors Llc | 0.00% | 49,333 | $3,014,246 | $2,993,033 | -$21,213 | -0.70% | |
| Bridgeway Capital Management, Llc | 0.05% | 48,265 | $2,948,992 | $2,928,238 | -$20,754 | -0.70% | |
| Acadian Asset Management Llc | 0.00% | 44,884 | $2,741,000 | $2,723,112 | -$17,888 | -0.65% | |
| Algert Global Llc | 0.03% | 41,108 | $2,511,699 | $2,494,022 | -$17,677 | -0.70% | |
| D. E. Shaw & Co., Inc. | 0.00% | 40,002 | $2,444,122 | $2,426,921 | -$17,201 | -0.70% | |
| Arrowstreet Capital, Limited Partnership | 0.00% | 36,894 | $2,254,223 | $2,238,359 | -$15,864 | -0.70% | |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | 34,246 | $2,092,430 | $2,077,705 | -$14,725 | -0.70% | |
| Bnp Paribas Financial Markets | 0.00% | 31,021 | $1,895,383 | $1,882,044 | -$13,339 | -0.70% | |
| Victory Capital Management Inc | 0.00% | 29,741 | $1,817,175 | $1,804,386 | -$12,789 | -0.70% | |
| Voleon Capital Management Lp | 0.03% | 29,730 | $1,816,503 | $1,803,719 | -$12,784 | -0.70% | |
| Abacus Planning Group, Inc. | 0.22% | 29,239 | $1,786,503 | $1,773,930 | -$12,573 | -0.70% | |
| Empowered Funds, Llc | 0.01% | 29,227 | $1,785,770 | $1,773,202 | -$12,568 | -0.70% | |
| Captrust Financial Advisors | 0.00% | 29,119 | $1,779,171 | $1,766,650 | -$12,521 | -0.70% | |
| Xtx Topco Ltd | 0.02% | 27,962 | $1,708,478 | $1,696,455 | -$12,023 | -0.70% | |
| Charles Schwab Investment Management Inc | 0.00% | 27,146 | $1,658,621 | $1,646,948 | -$11,673 | -0.70% | |
| Bank Of New York Mellon Corp | 0.00% | 26,662 | $1,629,046 | $1,617,584 | -$11,462 | -0.70% |
Frequently asked questions about SFST
Who are the largest institutional holders of SFST?
The largest institutional holders of SFST reported in the latest SEC Form 13F filings include Fj Capital Management Llc, T. Rowe Price Investment Management, Inc., Blackrock, Inc., Endeavour Capital Advisors Inc, and Vanguard Capital Management Llc. InsiderSet ranks institutional holders by their latest reported SFST position.
What is SFST institutional ownership?
This page tracks SFST positions reported by institutional investment managers through SEC Form 13F. SOUTHERN FIRST BANCSHARES (SFST) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SFST?
InsiderSet currently tracks 161 institutional managers reporting SFST holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SFST shareholders.
How much SFST stock do institutions own?
Institutional investment managers disclosed approximately $520.02M in SFST holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SFST institutional ownership last updated?
The latest SFST institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SFST holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SFST position after the reporting date.
Are institutions buying or selling SFST?
Institutional buying and selling can be analyzed by comparing SFST positions across consecutive 13F reporting periods. InsiderSet's SFST Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SFST ownership changes.
How has SFST institutional ownership changed over time?
InsiderSet tracks SFST institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.