Ranked by reported Q1 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 | 807K | $44.0M | 0.0% | 8.537% | 4.95% |
| 2 | BlackRock, Inc. | 712K | $38.8M | -1.3% | 7.535% | 0.00% |
| 3 | ENDEAVOUR CAPITAL ADVISORS INC | 607K | $33.1M | +3.6% | 6.424% | 7.51% |
| 4 | DIMENSIONAL FUND ADVISORS LP | 380K | $20.7M | +0.7% | 4.023% | 0.00% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 345K | $18.8M | β | 3.648% | 0.00% |
| 6 | AMERIPRISE FINANCIAL INC | 271K | $14.8M | +1.3% | 2.869% | 0.00% |
| 7 | rhino investment partners, Inc | 210K | $11.5M | 0.0% | 2.222% | 3.19% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 180K | $9.8M | +0.9% | 1.906% | 0.00% |
| 9 | BANC FUNDS CO LLC | 172K | $9.4M | 0.0% | 1.816% | 1.74% |
| 10 | STATE STREET CORP | 168K | $9.2M | +1.8% | 1.776% | 0.00% |
| 11 | RENAISSANCE TECHNOLOGIES LLC | 151K | $8.2M | +17.8% | 1.593% | 0.01% |
| 12 | AMERICAN CENTURY COMPANIES INC | 149K | $8.1M | +19.0% | 1.580% | 0.00% |
| 13 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 115K | $6.3M | β | 1.218% | 0.02% |
| 14 | MORGAN STANLEY | 85K | $4.6M | +56.5% | 0.895% | 0.00% |
| 15 | NORTHERN TRUST CORP | 71K | $3.9M | +6.5% | 0.752% | 0.00% |
| 16 | GOLDMAN SACHS GROUP INC | 66K | $3.6M | -15.5% | 0.697% | 0.00% |
| 17 | GABELLI FUNDS LLC | 63K | $3.4M | +3.2% | 0.661% | 0.02% |
| 18 | ZACKS INVESTMENT MANAGEMENT | 61K | $3.4M | +7.9% | 0.650% | 0.03% |
| 19 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 57K | $3.1M | +4.2% | 0.599% | 0.06% |
| 20 | Russell Investments Group, Ltd. | 53K | $2.9M | -0.1% | 0.564% | 0.00% |
| 21 | VANGUARD FIDUCIARY TRUST CO | 51K | $2.8M | β | 0.540% | 0.00% |
| 22 | VANGUARD PORTFOLIO MANAGEMENT LLC | 45K | $2.4M | β | 0.473% | 0.00% |
| 23 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 45K | $2.4M | +33.1% | 0.471% | 0.00% |
| 24 | ALLIANCEBERNSTEIN L.P. | 42K | $2.1M | -73.6% | 0.440% | 0.00% |
| 25 | Elizabeth Park Capital Advisors, Ltd. | 38K | $2.1M | β | 0.400% | 1.59% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in SFST β a direct measure of their conviction.
Filings activity in SFST during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 146 | +13% | 55.36% | +3.33 pp | $318M | +6.4% |
| Q4 2025 | 129 | +15% | 52.03% | +9.84 pp | $299M | +23% |
| Q3 2025 | 112 | +12% | 42.19% | +6.22 pp | $242M | +17% |
| Q2 2025 | 100 | +2.0% | 35.97% | +4.08 pp | $206M | +13% |
| Q1 2025 | 98 | +5.4% | 31.89% | 6.41 pp | $183M | 17% |
| Q4 2024 | 93 | 7.9% | 38.30% | +5.83 pp | $220M | +18% |
| Q3 2024 | 101 | +11% | 32.47% | +4.96 pp | $186M | +18% |
| Q2 2024 | 91 | β | 27.51% | β | $158M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying SFST stock.
Based on Q1 2026 13F filings, institutional ownership of Southern First Bancshares, Inc. stands at 55.4%, held across 146 reporting institutions.
FJ Capital Management LLC is the largest reported institutional holder of SFST, with approximately 807,223 shares worth $0.04B as of Q1 2026.
Yes β 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 65 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
30 institutions opened new positions in SFST during Q1 2026, while 13 fully exited. 92 added to existing positions and 23 trimmed.
SFST institutional ownership rose by 3.33 percentage points quarter-over-quarter, with a net change of +17 holders.
The top 10 institutions account for 66.1% of all reported 13F value in SFST, and the top 25 account for 84.8%.
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