ServisFirst Bancshares, Inc.
SFBS- Exchange
- NYSE
- Industry
- State Commercial Banks
- SEC CIK
- 0001430723
In the last 90 days, ServisFirst Bancshares, Inc. insiders filed 0 open-market purchases and 1 sale; 357 institutions reported holding it in 13F filings for Q2 2026, worth $3.51B in total; no superinvestor holds it.
13F holders, Q4 2023
Institutional positions in ServisFirst Bancshares, Inc. as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 251
- +14 vs. Q3 2023
- Shares held
- 37.5M
- +151.3K (+0.4%) vs. Q3 2023
- Total value
- $2.50B
- +$550.1M (+28.2%) vs. Q3 2023
- New holders
- 39
- 75 more added
- Sold out
- 25
- 95 more reduced
3 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SFBS on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 357 | $3.51B |
| Q1 2026 | 345 | $2.85B |
| Q4 2025 | 323 | $2.88B |
| Q3 2025 | 311 | $3.22B |
| Q2 2025 | 308 | $3.20B |
| Q1 2025 | 305 | $3.35B |
| Q4 2024 | 292 | $3.39B |
| Q3 2024 | 282 | $3.16B |
| Q2 2024 | 260 | $2.45B |
| Q1 2024 | 252 | $2.51B |
| Q4 2023 | 251 | $2.50B |
| Q3 2023 | 240 | $1.95B |
| Q2 2023 | 224 | $1.55B |
| Q1 2023 | 239 | $2.00B |
| Q4 2022 | 252 | $2.43B |
| Q3 2022 | 264 | $2.79B |
| Q2 2022 | 240 | $2.77B |
| Q1 2022 | 250 | $3.37B |
| Q4 2021 | 229 | $2.88B |
| Q3 2021 | 216 | $2.60B |
| Q2 2021 | 202 | $2.24B |
| Q1 2021 | 192 | $1.94B |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding ServisFirst Bancshares, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| AdvisorNet Financial, Inc | 3 | $200 | 0.00% | +3 | New |
| TD Waterhouse Canada Inc. | 4 | $251 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 5 | $334 | 0.00% | +5 | New |
| Abound Wealth Management | 6 | $400 | 0.00% | −2−25.0% | Reduced |
| Parkside Financial Bank & Trust | 7 | $467 | 0.00% | −136−95.1% | Reduced |
| DiNuzzo Private Wealth, Inc. | 9 | $600 | 0.00% | +9 | New |
| SJS Investment Consulting Inc. | 15 | $1.00K | 0.00% | +1+7.1% | Added |
| Valley National Advisers Inc | 20 | $1.00K | 0.00% | +20 | New |
| Albion Financial Group | 16 | $1.07K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 18 | $1.20K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 20 | $1.33K | 0.00% | +20 | New |
| Grayhawk Investment Strategies Inc. | 24 | $1.60K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 26 | $1.73K | 0.00% | +26 | New |
| Gradient Investments LLC | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 31 | $2.07K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 34 | $2.27K | 0.00% | −2−5.6% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 34 | $2.27K | 0.00% | +34 | New |
| Lindbrook Capital, LLC | 38 | $2.53K | 0.00% | +8+26.7% | Added |
| Spire Wealth Management | 40 | $2.55K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 40 | $2.67K | 0.00% | +40 | New |
| JFS Wealth Advisors, LLC | 47 | $3.13K | 0.00% | +14+42.4% | Added |
| Leonteq Securities AG | 50 | $3.33K | 0.00% | −50−50.0% | Reduced |
| Parallel Advisors, LLC | 55 | $3.67K | 0.00% | +8+17.0% | Added |
| Venturi Wealth Management, LLC | 57 | $3.80K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 58 | $3.87K | 0.00% | +58 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 62 | $3.87K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 62 | $4.13K | 0.00% | +62 | New |
| Clearstead Advisors, LLC | 70 | $4.67K | 0.00% | +32+84.2% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 81 | $6.00K | 0.00% | +81 | New |
| Caitlin John, LLC | 97 | $6.50K | 0.01% | +97 | New |
| Massmutual Trust Co FSB | 98 | $6.53K | 0.00% | −24−19.7% | Reduced |
| Wolff Wiese Magana LLC | 109 | $7.26K | 0.01% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 157 | $10.5K | 0.00% | −5,825−97.4% | Reduced |
| Fifth Third Bancorp | 229 | $15.3K | 0.00% | −60−20.8% | Reduced |
| Proequities, Inc. | 400 | $26.8K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 425 | $28.4K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 457 | $30.5K | 0.00% | +2+0.4% | Added |
| National Bank of Canada | 467 | $30.7K | 0.00% | −31−6.2% | Reduced |
| Nisa Investment Advisors, LLC | 499 | $33.2K | 0.00% | +35+7.5% | Added |
| CWM, LLC | 520 | $35.0K | 0.00% | −47−8.3% | Reduced |
| GWM Advisors LLC | 598 | $39.8K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 626 | $42.0K | 0.01% | +626 | New |
| Simplex Trading, LLC | 951 | $63.0K | 0.00% | +951 | New |
| EntryPoint Capital, LLC | 1,021 | $68.0K | 0.07% | +1,021 | New |
| Arlington Partners LLC | 1,200 | $80.0K | 0.02% | +1,200 | New |
| KBC Group NV | 1,488 | $99.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1,702 | $113.0K | 0.08% | −1,335−44.0% | Reduced |
| STRS Ohio | 1,800 | $119.0K | 0.00% | +500+38.5% | Added |
| Quadrant Capital Group LLC | 2,365 | $157.6K | 0.01% | +830+54.1% | Added |
| Metropolitan Life Insurance Co | 2,935 | $195.6K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 2,999 | $199.8K | 0.00% | 00.0% | Unchanged |
| Xponance, Inc. | 3,083 | $205.4K | 0.00% | +3,083 | New |
| CIBC Asset Management Inc | 3,089 | $205.8K | 0.00% | +3,089 | New |
| Commonwealth Equity Services, LLC | 3,086 | $206.0K | 0.00% | +3,086 | New |
| Mackenzie Financial Corp | 3,111 | $207.3K | 0.00% | +3,111 | New |
| Coldstream Capital Management Inc | 3,159 | $210.5K | 0.01% | +3,159 | New |
| LifeSteps Financial, Inc. | 3,200 | $213.2K | 0.19% | +3,200 | New |
| Creative Planning | 3,245 | $216.2K | 0.00% | +3,245 | New |
| Russell Investments Group, Ltd. | 3,299 | $219.8K | 0.00% | −758−18.7% | Reduced |
| Wallace Advisory Group, LLC | 4,437 | $231.5K | 0.18% | +4,437 | New |
| FMR LLC | 3,507 | $233.7K | 0.00% | +286+8.9% | Added |
| Arete Wealth Advisors, LLC | 3,579 | $238.5K | 0.02% | −406−10.2% | Reduced |
| Crossmark Global Holdings, Inc. | 3,673 | $244.0K | 0.01% | −144−3.8% | Reduced |
| Public Employees Retirement Association of Colorado | 3,803 | $253.0K | 0.00% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 4,001 | $267.0K | 0.00% | −3,059−43.3% | Reduced |
| Dark Forest Capital Management LP | 4,043 | $269.4K | 0.04% | −23,014−85.1% | Reduced |
| Profund Advisors LLC | 4,169 | $277.8K | 0.01% | +4,169 | New |
| Hancock Whitney Corp | 4,225 | $281.5K | 0.01% | −38−0.9% | Reduced |
| LPL Financial LLC | 4,315 | $287.5K | 0.00% | +4,315 | New |
| Balyasny Asset Management LLC | 4,342 | $289.3K | 0.00% | −601−12.2% | Reduced |
| AlphaMark Advisors, LLC | 4,483 | $299.0K | 0.11% | +10.0% | Added |
| Campbell & CO Investment Adviser LLC | 4,765 | $317.5K | 0.03% | +4,765 | New |
| RFG Advisory, LLC | 4,819 | $321.1K | 0.01% | +3+0.1% | Added |
| Westwood Holdings Group Inc. | 4,847 | $323.0K | 0.00% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 4,890 | $325.8K | 0.00% | +4,890 | New |
| Raymond James Trust N.A. | 4,903 | $326.7K | 0.01% | +148+3.1% | Added |
| Brinker Capital Investments, LLC | 5,166 | $334.6K | 0.00% | −253−4.7% | Reduced |
| Orion Portfolio Solutions, LLC | 5,166 | $334.6K | 0.00% | −253−4.7% | Reduced |
| Ameritas Investment Partners, Inc. | 5,278 | $351.7K | 0.01% | +212+4.2% | Added |
| CIBC Private Wealth Group, LLC | 5,397 | $359.6K | 0.00% | 00.0% | Unchanged |
| CWM Advisors, LLC | 5,723 | $381.3K | 0.04% | −86−1.5% | Reduced |
| Butensky & Cohen Financial Security, Inc | 5,810 | $387.1K | 0.13% | 00.0% | Unchanged |
| Citadel Advisors LLC | 6,000 | $399.8K | 0.00% | −4,624−43.5% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 6,000 | $399.8K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 6,000 | $401.6K | 0.02% | 00.0% | Unchanged |
| Handelsinvest Investeringsforvaltning | 6,086 | $406.0K | 0.17% | +6,086 | New |
| Jennison Associates LLC | 6,141 | $409.2K | 0.00% | +6,141 | New |
| Firethorn Wealth Partners, LLC | 6,184 | $412.0K | 0.27% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 6,337 | $422.2K | 0.00% | +983+18.4% | Added |
| Resolute Wealth Strategies, LLC | 6,374 | $424.7K | 0.29% | +21+0.3% | Added |
| Mariner, LLC | 6,658 | $443.6K | 0.00% | +6,658 | New |
| Northwestern Mutual Wealth Management Co | 6,737 | $448.9K | 0.00% | +4,223+168.0% | Added |
| Alliance Wealth Advisors, LLC | 6,969 | $464.3K | 0.16% | +55+0.8% | Added |
| Qube Research & Technologies Ltd | 7,010 | $467.1K | 0.00% | −58,183−89.2% | Reduced |
| Credential Qtrade Securities Inc. | 7,635 | $508.7K | 0.03% | −470−5.8% | Reduced |
| Precision Wealth Strategies, LLC | 7,677 | $511.5K | 0.50% | −35−0.5% | Reduced |
| Pathstone Holdings, LLC | 7,677 | $511.7K | 0.00% | +7,677 | New |
| Los Angeles Capital Management LLC | 7,881 | $525.1K | 0.00% | −35,944−82.0% | Reduced |
| Eukles Asset Management | 8,044 | $536.0K | 0.25% | −540−6.3% | Reduced |
| Diversified Trust Co | 8,047 | $536.2K | 0.02% | +1,609+25.0% | Added |