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, Q2 2024
Institutional positions in ServisFirst Bancshares, Inc. as of Jun 30, 2024. 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
- 260
- +12 vs. Q1 2024
- Shares held
- 38.8M
- +989.3K (+2.6%) vs. Q1 2024
- Total value
- $2.45B
- −$56.6M (−2.3%) vs. Q1 2024
- New holders
- 35
- 96 more added
- Sold out
- 23
- 80 more reduced
4 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding ServisFirst Bancshares, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Larson Financial Group LLC | 1 | $63 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $64 | 0.00% | +1 | New |
| Hexagon Capital Partners LLC | 4 | $253 | 0.00% | −5−55.6% | Reduced |
| Huntington National Bank | 4 | $253 | 0.00% | +4 | New |
| Abound Wealth Management | 6 | $380 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 7 | $443 | 0.00% | 00.0% | Unchanged |
| Innealta Capital, LLC | 9 | $569 | 0.00% | +9 | New |
| DiNuzzo Private Wealth, Inc. | 11 | $696 | 0.00% | +1+10.0% | Added |
| SJS Investment Consulting Inc. | 15 | $948 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 15 | $948 | 0.00% | +10+200.0% | Added |
| Valley National Advisers Inc | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 24 | $1.52K | 0.01% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 28 | $1.77K | 0.00% | +28 | New |
| TD Waterhouse Canada Inc. | 30 | $1.88K | 0.00% | −1−3.2% | Reduced |
| Albion Financial Group | 33 | $2.09K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 34 | $2.15K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 34 | $2.15K | 0.00% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 37 | $2.34K | 0.00% | +37 | New |
| Lindbrook Capital, LLC | 38 | $2.40K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 31 | $2.40K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 40 | $2.53K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 48 | $3.03K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 49 | $3.10K | 0.00% | +1+2.1% | Added |
| Venturi Wealth Management, LLC | 52 | $3.29K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 60 | $3.79K | 0.00% | +38+172.7% | Added |
| Quarry LP | 60 | $3.79K | 0.00% | +60 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 62 | $3.92K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 62 | $3.92K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 77 | $4.87K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 104 | $6.57K | 0.00% | +62+147.6% | Added |
| SRS Capital Advisors, Inc. | 104 | $6.57K | 0.00% | +104 | New |
| Wolff Wiese Magana LLC | 109 | $6.89K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 135 | $8.53K | 0.00% | −8,048−98.4% | Reduced |
| SYSTM Wealth Solutions LLC | 157 | $9.92K | 0.00% | −5,858−97.4% | Reduced |
| Tucker Asset Management LLC | 167 | $10.6K | 0.00% | +167 | New |
| Farther Finance Advisors, LLC | 219 | $13.7K | 0.00% | +204+1,360.0% | Added |
| Fifth Third Bancorp | 243 | $15.4K | 0.00% | +14+6.1% | Added |
| Smartleaf Asset Management LLC | 270 | $16.4K | 0.00% | +270 | New |
| Financial Network Wealth Advisors LLC | 281 | $17.8K | 0.01% | +281 | New |
| GWM Advisors LLC | 299 | $18.9K | 0.00% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 300 | $19.0K | 0.01% | −1,500−83.3% | Reduced |
| Riverview Trust Co | 322 | $20.3K | 0.02% | 00.0% | Unchanged |
| Crewe Advisors LLC | 340 | $21.5K | 0.00% | +340 | New |
| GAMMA Investing LLC | 386 | $24.4K | 0.00% | −121−23.9% | Reduced |
| Proequities, Inc. | 400 | $25.3K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 415 | $26.2K | 0.01% | −21−4.8% | Reduced |
| Covestor Ltd | 421 | $27.0K | 0.02% | +292+226.4% | Added |
| First Horizon Advisors, Inc. | 461 | $29.2K | 0.00% | +2+0.4% | Added |
| National Bank of Canada | 518 | $32.3K | 0.00% | +62+13.6% | Added |
| CWM, LLC | 732 | $46.0K | 0.00% | +60+8.9% | Added |
| Nisa Investment Advisors, LLC | 764 | $48.3K | 0.00% | −15−1.9% | Reduced |
| Quest Partners LLC | 996 | $62.9K | 0.01% | +976+4,880.0% | Added |
| Russell Investments Group, Ltd. | 1,175 | $74.2K | 0.00% | +615+109.8% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 1,330 | $84.0K | 0.02% | +1,330 | New |
| Signaturefd, LLC | 1,377 | $87.0K | 0.00% | −18−1.3% | Reduced |
| Caitlin John, LLC | 1,389 | $87.8K | 0.06% | −54−3.7% | Reduced |
| EntryPoint Capital, LLC | 1,399 | $88.4K | 0.04% | +1,398+139,800.0% | Added |
| KBC Group NV | 1,526 | $96.0K | 0.00% | +324+27.0% | Added |
| STRS Ohio | 1,700 | $107.4K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 2,291 | $144.8K | 0.06% | −293−11.3% | Reduced |
| Citadel Advisors LLC | 2,498 | $157.8K | 0.00% | −53,092−95.5% | Reduced |
| Quadrant Capital Group LLC | 2,592 | $163.8K | 0.01% | +341+15.1% | Added |
| Creative Planning | 3,178 | $200.8K | 0.00% | −58−1.8% | Reduced |
| Sherbrooke Park Advisers LLC | 3,178 | $200.8K | 0.04% | +3,178 | New |
| Xponance, Inc. | 3,200 | $202.2K | 0.00% | +100+3.2% | Added |
| Crossmark Global Holdings, Inc. | 3,304 | $209.0K | 0.00% | −372−10.1% | Reduced |
| Arete Wealth Advisors, LLC | 3,313 | $209.0K | 0.02% | +3,313 | New |
| CIBC Asset Management Inc | 3,328 | $210.3K | 0.00% | +267+8.7% | Added |
| Diversify Wealth Management, LLC | 2,910 | $215.2K | 0.03% | +2,910 | New |
| FMR LLC | 3,721 | $235.1K | 0.00% | −63−1.7% | Reduced |
| Public Employees Retirement Association of Colorado | 3,803 | $240.0K | 0.00% | 00.0% | Unchanged |
| JustInvest LLC | 3,808 | $240.6K | 0.00% | +744+24.3% | Added |
| Wallace Advisory Group, LLC | 3,964 | $250.5K | 0.18% | +3,964 | New |
| AQR Capital Management LLC | 4,010 | $253.4K | 0.00% | +4,010 | New |
| Profund Advisors LLC | 4,047 | $255.7K | 0.01% | +384+10.5% | Added |
| Coldstream Capital Management Inc | 4,179 | $264.1K | 0.01% | +192+4.8% | Added |
| Semanteon Capital Management, LP | 4,194 | $265.0K | 0.19% | +4,194 | New |
| Janney Montgomery Scott LLC | 4,255 | $269.0K | 0.00% | +173+4.2% | Added |
| State of Wisconsin Investment Board | 4,428 | $279.8K | 0.00% | +327+8.0% | Added |
| Raymond James Trust N.A. | 4,590 | $290.0K | 0.01% | −132−2.8% | Reduced |
| RFG Advisory, LLC | 4,824 | $304.8K | 0.01% | +3+0.1% | Added |
| Ameritas Investment Partners, Inc. | 5,088 | $321.5K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 5,380 | $324.9K | 0.00% | −17−0.3% | Reduced |
| Brinker Capital Investments, LLC | 5,441 | $343.8K | 0.00% | +376+7.4% | Added |
| Orion Portfolio Solutions, LLC | 5,441 | $343.8K | 0.00% | +376+7.4% | Added |
| CWM Advisors, LLC | 5,553 | $350.9K | 0.04% | +206+3.9% | Added |
| Advantage Alpha Capital Partners LP | 5,698 | $358.1K | 0.08% | −598−9.5% | Reduced |
| HSBC Holdings PLC | 5,761 | $361.8K | 0.00% | +112+2.0% | Added |
| Butensky & Cohen Financial Security, Inc | 5,810 | $367.1K | 0.12% | 00.0% | Unchanged |
| Montag A & Associates Inc | 6,000 | $379.1K | 0.02% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 6,070 | $383.6K | 0.01% | +6,000+8,571.4% | Added |
| Firethorn Wealth Partners, LLC | 6,184 | $390.8K | 0.22% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 6,389 | $403.7K | 0.00% | +840+15.1% | Added |
| Resolute Wealth Strategies, LLC | 6,412 | $405.2K | 0.23% | +19+0.3% | Added |
| Mariner, LLC | 6,448 | $407.3K | 0.00% | +249+4.0% | Added |
| Intech Investment Management LLC | 6,463 | $408.4K | 0.01% | +6,463 | New |
| Teacher Retirement System of Texas | 6,612 | $418.0K | 0.00% | +1,127+20.5% | Added |
| Alliance Wealth Advisors, LLC | 6,774 | $428.0K | 0.13% | −226−3.2% | Reduced |
| Gibbs Wealth Management | 6,930 | $437.9K | 0.18% | +1,203+21.0% | Added |
| Northwestern Mutual Wealth Management Co | 7,292 | $460.8K | 0.00% | +540+8.0% | Added |