Ranked by reported Q2 2026 13F market value
Share of total reported institutional value in SFST held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | FJ Capital Management LLC | 892K | $54.5M | +10.5% | 9.436% | 7.08% |
| 2 | BlackRock, Inc. | 830K | $50.7M | +16.6% | 8.782% | 0.00% |
| 3 | ENDEAVOUR CAPITAL ADVISORS INC | 663K | $40.5M | +9.1% | 7.011% | 8.31% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 393K | $24.0M | +13.9% | 4.154% | 0.00% |
| 5 | DIMENSIONAL FUND ADVISORS LP | 388K | $23.7M | +2.0% | 4.102% | 0.00% |
| 6 | STATE STREET CORP | 374K | $22.8M | +122.4% | 3.950% | 0.00% |
| 7 | AMERIPRISE FINANCIAL INC | 248K | $15.1M | -8.7% | 2.619% | 0.00% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 237K | $14.5M | +31.5% | 2.507% | 0.00% |
| 9 | RENAISSANCE TECHNOLOGIES LLC | 186K | $11.4M | +23.7% | 1.970% | 0.02% |
| 10 | Walleye Capital LLC | 180K | $11.0M | — | 1.904% | 0.04% |
| 11 | BANC FUNDS CO LLC | 163K | $9.9M | -5.2% | 1.720% | 1.64% |
| 12 | AMERICAN CENTURY COMPANIES INC | 158K | $9.6M | +5.7% | 1.670% | 0.00% |
| 13 | MORGAN STANLEY | 126K | $7.7M | +49.0% | 1.333% | 0.00% |
| 14 | MALTESE CAPITAL MANAGEMENT LLC | 122K | $7.5M | +248.3% | 1.290% | 1.36% |
| 15 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 116K | $7.1M | +0.9% | 1.228% | 0.02% |
| 16 | GOLDMAN SACHS GROUP INC | 107K | $6.5M | +62.2% | 1.131% | 0.00% |
| 17 | JPMORGAN CHASE & CO | 96K | $5.9M | +2739.8% | 1.018% | 0.00% |
| 18 | ALLIANCEBERNSTEIN L.P. | 107K | $5.8M | +156.4% | 1.127% | 0.00% |
| 19 | Stieven Capital Advisors, L.P. | 94K | $5.8M | — | 0.995% | 1.10% |
| 20 | BANK OF AMERICA CORP /DE/ | 92K | $5.6M | +405.3% | 0.973% | 0.00% |
| 21 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 87K | $5.3M | — | 0.925% | 0.00% |
| 22 | NORTHERN TRUST CORP | 86K | $5.2M | +20.7% | 0.907% | 0.00% |
| 23 | Russell Investments Group, Ltd. | 77K | $4.7M | +44.5% | 0.814% | 0.00% |
| 24 | AQR CAPITAL MANAGEMENT LLC | 76K | $4.7M | +186.4% | 0.808% | 0.00% |
| 25 | VANGUARD PORTFOLIO MANAGEMENT LLC | 76K | $4.7M | +70.5% | 0.807% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in SFST — a direct measure of their conviction.
Filings activity in SFST during Q2 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 165 | +10% | 90.40% | +18.14 pp | $466M | +46% |
| Q1 2026 | 150 | +16% | 72.26% | +6.68 pp | $320M | +7.2% |
| Q4 2025 | 129 | +15% | 65.58% | 2.47 pp | $299M | +23% |
| Q3 2025 | 112 | +12% | 68.05% | +0.66 pp | $242M | +17% |
| Q2 2025 | 100 | +2.0% | 67.39% | 1.52 pp | $206M | +13% |
| Q1 2025 | 98 | +5.4% | 68.91% | 0.03 pp | $183M | 17% |
| Q4 2024 | 93 | 7.9% | 68.94% | +1.05 pp | $220M | +18% |
| Q3 2024 | 101 | — | 67.89% | — | $186M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying SFST stock.
Based on Q2 2026 13F filings, institutional ownership of Southern First Bancshares, Inc. stands at 90.4%, held across 165 reporting institutions.
FJ Capital Management LLC is the largest reported institutional holder of SFST, with approximately 892,223 shares worth $0.05B as of Q2 2026.
Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of SFST, including RENAISSANCE TECHNOLOGIES LLC.
Our composite Smart Money Score for SFST is 64 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
35 institutions opened new positions in SFST during Q2 2026, while 17 fully exited. 110 added to existing positions and 18 trimmed.
SFST institutional ownership rose by 18.14 percentage points quarter-over-quarter, with a net change of +15 holders.
The top 10 institutions account for 57.6% of all reported 13F value in SFST, and the top 25 account for 78.2%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Southern First Bancshares, Inc. (SFST) Institutional Ownership