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, Q3 2024
Institutional positions in ServisFirst Bancshares, Inc. as of Sep 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
- 282
- +25 vs. Q2 2024
- Shares held
- 39.3M
- +8.41M (+27.2%) vs. Q2 2024
- Total value
- $3.16B
- +$1.21B (+61.9%) vs. Q2 2024
- New holders
- 45
- 96 more added
- Sold out
- 20
- 96 more reduced
3 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding ServisFirst Bancshares, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Performance Advisors LLP | 1 | $80 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $81 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 4 | $322 | 0.00% | −2−33.3% | Reduced |
| Huntington National Bank | 4 | $322 | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 4 | $322 | 0.00% | +4 | New |
| Mendota Financial Group, LLC | 4 | $322 | 0.00% | +4 | New |
| Parkside Financial Bank & Trust | 7 | $564 | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 10 | $805 | 0.00% | +10 | New |
| DiNuzzo Private Wealth, Inc. | 12 | $966 | 0.00% | +1+9.1% | Added |
| SJS Investment Consulting Inc. | 14 | $1.13K | 0.00% | −1−6.7% | Reduced |
| Larson Financial Group LLC | 21 | $1.69K | 0.00% | +20+2,000.0% | Added |
| Steward Partners Investment Advisory, LLC | 26 | $2.09K | 0.00% | +26 | New |
| Allworth Financial LP | 31 | $2.49K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 33 | $2.65K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 34 | $2.73K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 34 | $2.74K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 40 | $3.00K | 0.00% | +40 | New |
| Lindbrook Capital, LLC | 38 | $3.06K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 40 | $3.22K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 49 | $3.94K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 49 | $3.94K | 0.00% | +1+2.1% | Added |
| Rothschild Investment LLC | 50 | $4.02K | 0.00% | +35+233.3% | Added |
| Venturi Wealth Management, LLC | 52 | $4.18K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 58 | $4.47K | 0.00% | +28+93.3% | Added |
| Hexagon Capital Partners LLC | 57 | $4.59K | 0.00% | +53+1,325.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 62 | $4.99K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 65 | $5.14K | 0.00% | +65 | New |
| SRS Capital Advisors, Inc. | 104 | $8.37K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 109 | $8.77K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 110 | $8.85K | 0.00% | +6+5.8% | Added |
| Beacon Capital Management, LLC | 116 | $9.33K | 0.00% | +116 | New |
| Caitlin John, LLC | 98 | $9.38K | 0.01% | −1,291−92.9% | Reduced |
| Umb Bank N A | 127 | $10.2K | 0.00% | +67+111.7% | Added |
| Advisor Group Holdings, Inc. | 131 | $10.5K | 0.00% | −4−3.0% | Reduced |
| Massmutual Trust Co FSB | 132 | $10.6K | 0.00% | +55+71.4% | Added |
| Sterling Capital Management LLC | 138 | $11.1K | 0.00% | +138 | New |
| Harbor Capital Advisors, Inc. | 148 | $12.0K | 0.00% | +148 | New |
| Tucker Asset Management LLC | 167 | $13.4K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 217 | $17.0K | 0.01% | −204−48.5% | Reduced |
| Farther Finance Advisors, LLC | 227 | $18.3K | 0.00% | +8+3.7% | Added |
| Ashton Thomas Securities, LLC | 245 | $19.7K | 0.00% | +245 | New |
| Fifth Third Bancorp | 265 | $21.3K | 0.00% | +22+9.1% | Added |
| Financial Network Wealth Advisors LLC | 277 | $22.3K | 0.02% | −4−1.4% | Reduced |
| GWM Advisors LLC | 299 | $24.1K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 322 | $25.9K | 0.02% | 00.0% | Unchanged |
| Proequities, Inc. | 400 | $32.2K | 0.00% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 400 | $32.2K | 0.01% | +100+33.3% | Added |
| Point72 (DIFC) Ltd | 403 | $32.4K | 0.00% | +403 | New |
| Smartleaf Asset Management LLC | 442 | $35.0K | 0.00% | +172+63.7% | Added |
| First Horizon Advisors, Inc. | 464 | $37.3K | 0.00% | +3+0.7% | Added |
| National Bank of Canada | 472 | $38.0K | 0.00% | −46−8.9% | Reduced |
| CWM, LLC | 724 | $58.0K | 0.00% | −8−1.1% | Reduced |
| Nisa Investment Advisors, LLC | 764 | $61.5K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 921 | $74.1K | 0.01% | +535+138.6% | Added |
| Danske Bank A/S | 1,100 | $88.5K | 0.00% | +1,100 | New |
| Signaturefd, LLC | 1,377 | $110.8K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 1,526 | $123.0K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 2,041 | $164.2K | 0.07% | −250−10.9% | Reduced |
| Marshall Wace, LLP | 2,507 | $201.7K | 0.00% | −40,221−94.1% | Reduced |
| LMR Partners LLP | 2,524 | $203.1K | 0.00% | +2,524 | New |
| Commonwealth Equity Services, LLC | 2,545 | $205.0K | 0.00% | +2,545 | New |
| Verition Fund Management LLC | 2,584 | $207.9K | 0.00% | +2,584 | New |
| Quadrant Capital Group LLC | 2,592 | $208.5K | 0.01% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 2,606 | $209.7K | 0.00% | +2,606 | New |
| Journey Strategic Wealth LLC | 2,700 | $217.2K | 0.01% | +2,700 | New |
| Landscape Capital Management, L.L.C. | 2,733 | $219.9K | 0.02% | +2,733 | New |
| Cottonwood Capital Advisors, LLC | 2,763 | $222.3K | 0.16% | +2,763 | New |
| Moody National Bank Trust Division | 2,792 | $224.6K | 0.02% | +2,792 | New |
| Diversify Wealth Management, LLC | 2,671 | $224.8K | 0.02% | −239−8.2% | Reduced |
| Mechanics Bank Trust Department | 2,800 | $225.3K | 0.03% | +2,800 | New |
| AXA S.A. | 2,893 | $232.7K | 0.00% | +2,893 | New |
| Peapack Gladstone Financial Corp | 2,913 | $234.0K | 0.00% | +2,913 | New |
| LifeSteps Financial, Inc. | 3,000 | $241.3K | 0.19% | +3,000 | New |
| Wallace Advisory Group, LLC | 3,964 | $250.5K | 0.18% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 3,231 | $259.9K | 0.05% | +1,901+142.9% | Added |
| Arete Wealth Advisors, LLC | 3,254 | $260.0K | 0.02% | −59−1.8% | Reduced |
| Mackenzie Financial Corp | 3,288 | $264.5K | 0.00% | +3,288 | New |
| Acadian Asset Management LLC | 3,294 | $265.0K | 0.00% | +3,294 | New |
| CIBC Asset Management Inc | 3,294 | $265.0K | 0.00% | −34−1.0% | Reduced |
| Xponance, Inc. | 3,309 | $266.2K | 0.00% | +109+3.4% | Added |
| Arlington Trust Co LLC | 3,350 | $269.5K | 0.06% | −39,600−92.2% | Reduced |
| Creative Planning | 3,383 | $272.2K | 0.00% | +205+6.5% | Added |
| O'Shaughnessy Asset Management, LLC | 3,268 | $272.8K | 0.00% | +3,268 | New |
| STRS Ohio | 3,400 | $273.5K | 0.00% | +1,700+100.0% | Added |
| Crossmark Global Holdings, Inc. | 3,717 | $299.0K | 0.01% | +413+12.5% | Added |
| Public Employees Retirement Association of Colorado | 3,803 | $306.0K | 0.00% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 4,186 | $337.1K | 0.01% | +4,186 | New |
| State of Wisconsin Investment Board | 4,212 | $338.9K | 0.00% | −216−4.9% | Reduced |
| Coldstream Capital Management Inc | 4,221 | $339.9K | 0.01% | +42+1.0% | Added |
| Profund Advisors LLC | 4,458 | $358.6K | 0.01% | +411+10.2% | Added |
| AQR Capital Management LLC | 4,625 | $372.1K | 0.00% | +615+15.3% | Added |
| JustInvest LLC | 4,653 | $374.3K | 0.01% | +845+22.2% | Added |
| Deerfield Management Company, L.P. (Series C) | 4,669 | $375.6K | 0.01% | +4,669 | New |
| RFG Advisory, LLC | 4,827 | $388.3K | 0.01% | +3+0.1% | Added |
| Raymond James Trust N.A. | 4,853 | $390.4K | 0.01% | +263+5.7% | Added |
| Ameritas Investment Partners, Inc. | 5,088 | $409.3K | 0.01% | 00.0% | Unchanged |
| CWM Advisors, LLC | 5,157 | $414.9K | 0.04% | −396−7.1% | Reduced |
| CIBC Private Wealth Group, LLC | 5,380 | $432.8K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 5,451 | $439.0K | 0.00% | −4,874−47.2% | Reduced |
| Cerity Partners LLC | 5,471 | $440.1K | 0.00% | +5,471 | New |