SFST · Southern First Bancshares Inc · Shareholders & Ownership
$61.26
+0.07 (+0.11%)
At close · Oct 27
Return incl. dividend (before tax)
Market Cap
$581.66M
Shares
9.47M
Volume · Oct 27
40.23K
Avg daily vol (3M)
89.64K
Every disclosed holder of SFST in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.
Who Owns SFST
13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions| Holder group | Shares | % Out |
|---|---|---|
| Institutional (13F) | 8,554,727 | 90.32% |
| Insiders (Forms 3, 4, 5) | 504,322 | 5.32% |
| 13D/G-only blocks | 0 | 0.00% |
| Remaining | 412,706 | 4.36% |
| Registered funds (N-PORT, not summed) | 3,182,502 | 33.60% |
Shares outstanding: 9,471,755, the issuer's latest cover-page count restated onto today's split basis.
13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.
Holders of SFST
| # | Holder | Shares | As of | Notes |
|---|---|---|---|---|
| 1 |
FJ Capital Management LLC
13F
CIK 1599170 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
892,223 | ||
| 2 |
T. Rowe Price Investment Management, Inc.
13F
CIK 1897612 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
844,650 | ||
| 3 |
BlackRock, Inc.
13F
CIK 2012383 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
830,375 | ||
| 3.1 |
iShares Russell 2000 ETF
Fund
S000004344 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
246,997 | ||
| 3.2 |
iShares Russell 2000 Value ETF
Fund
S000004342 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
88,935 | ||
| 3.3 |
BlackRock Advantage Small Cap Core Fund
Fund
S000039982 · Registered fund · Aug 31, 2026
BlackRock Funds, not summed
|
55,982 | ||
| 3.4 |
iShares Micro-Cap ETF
Fund
S000004439 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
31,257 | ||
| 3.5 |
Master Small Cap Index Series
Fund
S000002716 · Registered fund · Jun 30, 2026
Quantitative Master Series LLC, not summed
|
17,190 | ||
| 4 |
ENDEAVOUR CAPITAL ADVISORS INC
13G
CIK 1218749 · Registered investment adviser · Jun 30, 2026
Rule 13d-1(c), passive investor, not summed
|
662,860 | ||
| 4.1 |
ENDEAVOUR CAPITAL ADVISORS INC
13F
CIK 1218749 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
662,860 | ||
| 5 |
VANGUARD CAPITAL MANAGEMENT LLC
13F
CIK 2100119 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
392,789 | ||
| 6 |
DIMENSIONAL FUND ADVISORS LP
13F
CIK 354204 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
387,861 | ||
| 6.1 |
U.S. Targeted Value Portfolio
Fund
S000000970 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
55,782 | ||
| 6.2 |
U.S. SMALL CAP VALUE PORTFOLIO
Fund
S000000987 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
54,021 | ||
| 6.3 |
Dimensional U.S. Targeted Value ETF
Fund
S000070901 · Registered fund · Jul 31, 2026
Dimensional ETF Trust, not summed
|
45,383 | ||
| 6.4 |
U.S. SMALL CAP PORTFOLIO
Fund
S000000971 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
37,303 | ||
| 6.5 |
U.S. MICRO CAP PORTFOLIO
Fund
S000000948 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
34,794 | ||
| 7 |
|
373,521 | ||
| 7.1 |
State Street(R) SPDR(R) S&P(R) Regional Banking ETF
Fund
S000012325 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
|
175,411 | ||
| 7.2 |
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO
Fund
S000050332 · Registered fund · Jun 30, 2026
STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
|
2,700 | ||
| 7.3 |
State Street Total Return V.I.S. Fund
Fund
S000001637 · Registered fund · Jun 30, 2026
STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed
|
245 | ||
| 7.4 |
State Street Balanced Index Fund
Fund
S000082802 · Registered fund · Jun 30, 2026
STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
|
69 | ||
| 8 |
VANGUARD TOTAL STOCK MARKET INDEX FUND
Fund
S000002848 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
280,877 | ||
| 9 |
AMERIPRISE FINANCIAL INC
13F
CIK 820027 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
247,644 | ||
| 9.1 |
Columbia Small Cap Value Discovery Fund
Fund
S000012102 · Registered fund · Jul 31, 2026
COLUMBIA FUNDS SERIES TRUST I, not summed
|
165,652 | ||
| 9.2 |
Columbia Variable Portfolio - Small Cap Value Discovery Fund
Fund
S000012561 · Registered fund · Jun 30, 2026
COLUMBIA FUNDS VARIABLE INSURANCE TRUST, not summed
|
29,966 | ||
| 9.3 |
Columbia Research Enhanced Small Cap ETF
Fund
S000095313 · Registered fund · Jun 30, 2026
Columbia ETF Trust I, not summed
|
16 | ||
| 10 |
GEODE CAPITAL MANAGEMENT, LLC
13F
CIK 1214717 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
237,053 | ||
| 11 |
RENAISSANCE TECHNOLOGIES LLC
13F
CIK 1037389 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
186,307 | ||
| 12 |
Walleye Capital LLC
13F
CIK 1758720 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
179,992 | ||
| 13 |
BANC FUNDS CO LLC
13F
CIK 1029311 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
162,655 | ||
| 14 |
AMERICAN CENTURY COMPANIES INC
13F
CIK 748054 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
157,858 | ||
| 15 |
Avantis U.S. Small Cap Value ETF
Fund
S000066459 · Registered fund · May 31, 2026
American Century ETF Trust, not summed
|
133,345 | ||
| 16 |
MORGAN STANLEY
13F
CIK 895421 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
126,040 | ||
| 17 |
MALTESE CAPITAL MANAGEMENT LLC
13F
CIK 1040762 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
122,000 | ||
| 18 |
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC
13F
CIK 1164833 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
116,130 | ||
| 18.1 |
Hotchkis and Wiley Small Cap Diversified Value Fund
Fund
S000045868 · Registered fund · Jun 30, 2026
HOTCHKIS & WILEY FUNDS/DE/, not summed
|
29,100 | ||
| 19 |
GOLDMAN SACHS GROUP INC
13F
CIK 886982 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
106,925 | ||
| 19.1 |
Goldman Sachs Small Cap Value Insights Fund
Fund
S000014929 · Registered fund · Jul 31, 2026
Goldman Sachs Trust, not summed
|
23,462 | ||
| 19.2 |
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF
Fund
S000048296 · Registered fund · Aug 31, 2026
Goldman Sachs ETF Trust, not summed
|
10,208 | ||
| 19.3 |
Goldman Sachs Absolute Return Tracker Fund
Fund
S000020314 · Registered fund · Aug 31, 2026
GOLDMAN SACHS TRUST, not summed
|
4,621 | ||
| 19.4 |
Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund
Fund
S000009355 · Registered fund · Jun 30, 2026
Goldman Sachs Variable Insurance Trust, not summed
|
3,653 | ||
| 19.5 |
Goldman Sachs Small Cap Equity Insights Fund
Fund
S000009329 · Registered fund · Jul 31, 2026
Goldman Sachs Trust, not summed
|
1,605 | ||
| 20 |
ALLIANCEBERNSTEIN L.P.
13F
CIK 1109448 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
106,590 | ||
| 21 |
VANGUARD EXTENDED MARKET INDEX FUND
Fund
S000002841 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
103,099 | ||
| 22 |
|
100,386 | ||
| 23 |
JPMORGAN CHASE & CO
13F
CIK 19617 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
96,212 | ||
| 24 |
Stieven Capital Advisors, L.P.
13F
CIK 1388279 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
94,114 | ||
| 25 |
SEAVER R ARTHUR JR
Insider
CIK 1243370 · Aug 12, 2026
Director, Chief Executive Officer, issuer-wide
|
92,026 | ||
| 26 |
BANK OF AMERICA CORP /DE/
13F
CIK 70858 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
91,966 | ||
| 27 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE
13F
CIK 928047 · Non-US institution · Jun 30, 2026
carried, not yet filed for the newest quarter
|
87,448 | ||
| 27.1 |
Regional Bank Fund
Fund
S000000635 · Registered fund · Jul 31, 2026
John Hancock Investment Trust II, not summed
|
39,676 | ||
| 28 |
NORTHERN TRUST CORP
13F
CIK 73124 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
85,785 | ||
| 28.1 |
Small Cap Index Fund
Fund
S000001245 · Registered fund · Jun 30, 2026
Northern Funds, not summed
|
4,764 | ||
| 28.2 |
Small Cap Core Fund
Fund
S000001244 · Registered fund · Jun 30, 2026
Northern Funds, not summed
|
2,735 | ||
| 29 |
Russell Investments Group, Ltd.
13F
CIK 1692234 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
76,998 | ||
| 29.1 |
Tax-Managed U.S. Mid & Small Cap Fund
Fund
S000001571 · Registered fund · Jul 31, 2026
RUSSELL INVESTMENT CO, not summed
|
52,615 | ||
| 29.2 |
U.S. Small Cap Equity Fund
Fund
S000001586 · Registered fund · Jul 31, 2026
RUSSELL INVESTMENT CO, not summed
|
5,000 | ||
| 30 |
AQR CAPITAL MANAGEMENT LLC
13F
CIK 1167557 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
76,428 | ||
| 31 |
VANGUARD PORTFOLIO MANAGEMENT LLC
13F
CIK 2100121 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
76,294 | ||
| 32 |
ZACKS INVESTMENT MANAGEMENT
13F
CIK 1086483 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
67,146 | ||
| 32.1 |
Zacks Small/Mid Cap ETF
Fund
S000081958 · Registered fund · May 31, 2026
Zacks Trust, not summed
|
22,577 | ||
| 33 |
MILLENNIUM MANAGEMENT LLC
13F
CIK 1273087 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
66,487 | ||
| 34 |
Trexquant Investment LP
13F
CIK 1633445 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
66,318 | ||
| 35 |
GABELLI FUNDS LLC
13F
CIK 1081407 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
62,534 | ||
| 35.1 |
The Gabelli Global Financial Services Fund
Fund
S000062891 · Registered fund · Jun 30, 2026
Gabelli Equity Series Funds Inc, not summed
|
43,355 | ||
| 35.2 |
The Gabelli Small Cap Growth Fund
Fund
S000001062 · Registered fund · Jun 30, 2026
Gabelli Equity Series Funds Inc, not summed
|
11,500 | ||
| 35.3 |
The Gabelli Asset Fund
Fund
S000001087 · Registered fund · Jun 30, 2026
Gabelli Asset Fund, not summed
|
956 | ||
| 36 |
Qube Research & Technologies Ltd
13F
CIK 1729829 · Exempt reporting adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
59,419 | ||
| 37 |
VANGUARD FIDUCIARY TRUST CO
13F
CIK 933478 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
59,177 | ||
| 38 |
EJF Capital LP
13F
CIK 1353254 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
54,318 | ||
| 39 |
|
49,971 | ||
| 40 |
|
49,757 | ||
| 41 |
WELLINGTON MANAGEMENT GROUP LLP
13F
CIK 902219 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
49,465 | ||
| 42 |
CITADEL ADVISORS LLC
13F
CIK 1423053 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
49,333 | ||
| 43 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC
13F
CIK 1107261 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
48,265 | ||
| 43.1 |
Omni Small-Cap Value Fund
Fund
S000033567 · Registered fund · Jun 30, 2026
Bridgeway Funds, Inc., not summed
|
19,038 | ||
| 44 |
|
46,600 | ||
| 45 |
ACADIAN ASSET MANAGEMENT LLC
13F
CIK 916542 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
44,884 | ||
| 46 |
|
43,192 | ||
| 47 |
ALGERT GLOBAL LLC
13F
CIK 1275218 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
41,108 | ||
| 48 |
D. E. Shaw & Co., Inc.
13F
CIK 1009207 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
40,002 | ||
| 49 |
VANGUARD RUSSELL 2000 INDEX FUND
Fund
S000030003 · Registered fund · May 31, 2026
VANGUARD SCOTTSDALE FUNDS, not summed
|
39,917 | ||
| 50 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
13F
CIK 1164508 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
36,894 |
20 more nested rows are not shown here; Every filing lists them all.
Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.
Showing 1–50 of 276 holders
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Key facts
CIK
1090009
CUSIP
842873101
13F (30d)
25 filings
25 filers
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