Who Owns Southern First Bancshares Stock?
NASDAQ: SFSTFinanceMajor BanksUSD
At close: Oct 9, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 91.52%
- Held by insiders
- 5.15%
- Institutional holders
- 215
- Institutions 91.5%
- Insiders 5.1%
- Public and other 3.3%
Who owns Southern First Bancshares stock?
Institutional investors own about 91.5% of Southern First Bancshares's shares, spread across 215 institutions that file 13F reports. That level of institutional ownership is high, typical of large, widely followed companies. Insiders, including executives, directors and large founding shareholders, hold 5.15% of SFST.
The largest institutional holders are FJ Capital Management LLC (9.44%), T. Rowe Price Investment Management, Inc. (8.93%) and Blackrock Inc. (8.78%). Together, the top 10 institutions control 53.5% of shares outstanding. In their latest filings, 9 of the top 10 institutions increased their SFST positions and 1 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of SFST
| Institution | Shares | % Held | Change |
|---|---|---|---|
| FJ Capital Management LLC | 892.22K | 9.44% | +10.5% |
| T. Rowe Price Investment Management, Inc. | 844.65K | 8.93% | +3.3% |
| Blackrock Inc. | 830.38K | 8.78% | +16.6% |
| Endeavour Capital Advisors Inc | 662.86K | 7.01% | +9.1% |
| Vanguard Capital Management LLC | 392.79K | 4.15% | +13.9% |
| Dimensional Fund Advisors LP | 387.86K | 4.10% | +2.0% |
| State Street Corporation | 373.52K | 3.95% | +122.4% |
| Ameriprise Financial, Inc. | 247.64K | 2.62% | -8.7% |
| Geode Capital Management, LLC | 237.05K | 2.51% | +31.5% |
| Renaissance Technologies, LLC | 186.31K | 1.97% | +23.7% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of SFST
| Fund | Shares | % Held |
|---|---|---|
| T. Rowe Price Small-Cap Value Fund, Inc. | 460.36K | 4.87% |
| TR PRICE-Price (T.Rowe) U.S. Small-Cap Value Equity Trust | 282.44K | 2.99% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 280.88K | 2.97% |
| iShares Trust-iShares Russell 2000 ETF | 243.26K | 2.57% |
| Columbia Funds Series Trust I-Columbia Small Cap Value Discovery Fund | 165.65K | 1.75% |
| SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF | 158.52K | 1.68% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | 155.59K | 1.65% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | 103.10K | 1.09% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | 98.41K | 1.04% |
| iShares Trust-iShares Russell 2000 Value ETF | 87.98K | 0.93% |
Frequently asked questions
Who is the largest shareholder of Southern First Bancshares?
FJ Capital Management LLC is the largest institutional shareholder of SFST, owning 9.44% of shares outstanding (892.22K shares) as of its latest 13F filing.
What percentage of Southern First Bancshares is owned by institutions?
Institutions own about 91.5% of SFST shares and 96.5% of the public float.
How much of Southern First Bancshares do insiders own?
Insiders, such as officers and directors, own about 5.15% of SFST shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.