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 |
|---|---|---|---|---|---|
| Creative Planning | 3,383 | $272.2K | 0.00% | +205+6.5% | Added |
| Arlington Trust Co LLC | 3,350 | $269.5K | 0.06% | −39,600−92.2% | Reduced |
| Xponance, Inc. | 3,309 | $266.2K | 0.00% | +109+3.4% | Added |
| CIBC Asset Management Inc | 3,294 | $265.0K | 0.00% | −34−1.0% | Reduced |
| Acadian Asset Management LLC | 3,294 | $265.0K | 0.00% | +3,294 | New |
| Mackenzie Financial Corp | 3,288 | $264.5K | 0.00% | +3,288 | New |
| Arete Wealth Advisors, LLC | 3,254 | $260.0K | 0.02% | −59−1.8% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 3,231 | $259.9K | 0.05% | +1,901+142.9% | Added |
| Wallace Advisory Group, LLC | 3,964 | $250.5K | 0.18% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 3,000 | $241.3K | 0.19% | +3,000 | New |
| Peapack Gladstone Financial Corp | 2,913 | $234.0K | 0.00% | +2,913 | New |
| AXA S.A. | 2,893 | $232.7K | 0.00% | +2,893 | New |
| Mechanics Bank Trust Department | 2,800 | $225.3K | 0.03% | +2,800 | New |
| Diversify Wealth Management, LLC | 2,671 | $224.8K | 0.02% | −239−8.2% | Reduced |
| Moody National Bank Trust Division | 2,792 | $224.6K | 0.02% | +2,792 | New |
| Cottonwood Capital Advisors, LLC | 2,763 | $222.3K | 0.16% | +2,763 | New |
| Landscape Capital Management, L.L.C. | 2,733 | $219.9K | 0.02% | +2,733 | New |
| Journey Strategic Wealth LLC | 2,700 | $217.2K | 0.01% | +2,700 | New |
| CI Private Wealth, LLC | 2,606 | $209.7K | 0.00% | +2,606 | New |
| Quadrant Capital Group LLC | 2,592 | $208.5K | 0.01% | 00.0% | Unchanged |
| Verition Fund Management LLC | 2,584 | $207.9K | 0.00% | +2,584 | New |
| Commonwealth Equity Services, LLC | 2,545 | $205.0K | 0.00% | +2,545 | New |
| LMR Partners LLP | 2,524 | $203.1K | 0.00% | +2,524 | New |
| Marshall Wace, LLP | 2,507 | $201.7K | 0.00% | −40,221−94.1% | Reduced |
| Eukles Asset Management | 2,041 | $164.2K | 0.07% | −250−10.9% | Reduced |
| KBC Group NV | 1,526 | $123.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,377 | $110.8K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 1,100 | $88.5K | 0.00% | +1,100 | New |
| GAMMA Investing LLC | 921 | $74.1K | 0.01% | +535+138.6% | Added |
| Nisa Investment Advisors, LLC | 764 | $61.5K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 724 | $58.0K | 0.00% | −8−1.1% | Reduced |
| National Bank of Canada | 472 | $38.0K | 0.00% | −46−8.9% | Reduced |
| First Horizon Advisors, Inc. | 464 | $37.3K | 0.00% | +3+0.7% | Added |
| Smartleaf Asset Management LLC | 442 | $35.0K | 0.00% | +172+63.7% | Added |
| Point72 (DIFC) Ltd | 403 | $32.4K | 0.00% | +403 | New |
| Proequities, Inc. | 400 | $32.2K | 0.00% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 400 | $32.2K | 0.01% | +100+33.3% | Added |
| Riverview Trust Co | 322 | $25.9K | 0.02% | 00.0% | Unchanged |
| GWM Advisors LLC | 299 | $24.1K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 277 | $22.3K | 0.02% | −4−1.4% | Reduced |
| Fifth Third Bancorp | 265 | $21.3K | 0.00% | +22+9.1% | Added |
| Ashton Thomas Securities, LLC | 245 | $19.7K | 0.00% | +245 | New |
| Farther Finance Advisors, LLC | 227 | $18.3K | 0.00% | +8+3.7% | Added |
| Covestor Ltd | 217 | $17.0K | 0.01% | −204−48.5% | Reduced |
| Tucker Asset Management LLC | 167 | $13.4K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 148 | $12.0K | 0.00% | +148 | New |
| Sterling Capital Management LLC | 138 | $11.1K | 0.00% | +138 | New |
| Massmutual Trust Co FSB | 132 | $10.6K | 0.00% | +55+71.4% | Added |
| Advisor Group Holdings, Inc. | 131 | $10.5K | 0.00% | −4−3.0% | Reduced |
| Umb Bank N A | 127 | $10.2K | 0.00% | +67+111.7% | Added |
| Caitlin John, LLC | 98 | $9.38K | 0.01% | −1,291−92.9% | Reduced |
| Beacon Capital Management, LLC | 116 | $9.33K | 0.00% | +116 | New |
| Principal Securities, Inc. | 110 | $8.85K | 0.00% | +6+5.8% | Added |
| Wolff Wiese Magana LLC | 109 | $8.77K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 104 | $8.37K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 65 | $5.14K | 0.00% | +65 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 62 | $4.99K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 57 | $4.59K | 0.00% | +53+1,325.0% | Added |
| TD Waterhouse Canada Inc. | 58 | $4.47K | 0.00% | +28+93.3% | Added |
| Venturi Wealth Management, LLC | 52 | $4.18K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 50 | $4.02K | 0.00% | +35+233.3% | Added |
| JFS Wealth Advisors, LLC | 49 | $3.94K | 0.00% | +1+2.1% | Added |
| Parallel Advisors, LLC | 49 | $3.94K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 40 | $3.22K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 38 | $3.06K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 40 | $3.00K | 0.00% | +40 | New |
| Atlantic Edge Private Wealth Management, LLC | 34 | $2.74K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 34 | $2.73K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 33 | $2.65K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 31 | $2.49K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 26 | $2.09K | 0.00% | +26 | New |
| Larson Financial Group LLC | 21 | $1.69K | 0.00% | +20+2,000.0% | Added |
| SJS Investment Consulting Inc. | 14 | $1.13K | 0.00% | −1−6.7% | Reduced |
| DiNuzzo Private Wealth, Inc. | 12 | $966 | 0.00% | +1+9.1% | Added |
| Voisard Asset Management Group, Inc. | 10 | $805 | 0.00% | +10 | New |
| Parkside Financial Bank & Trust | 7 | $564 | 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 |
| TFC Financial Management | 1 | $81 | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 1 | $80 | 0.00% | +1 | New |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −31,400−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −19,371−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −14,750−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −14,619−100.0% | Sold out |
| XML Financial, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −9,861−100.0% | Sold out |
| Butensky & Cohen Financial Security, Inc | 0 | $0 | 0.00% | −5,810−100.0% | Sold out |
| Semanteon Capital Management, LP | 0 | $0 | 0.00% | −4,194−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −3,178−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −1,399−100.0% | Sold out |
| Annis Gardner Whiting Capital Advisors, LLC | 0 | $0 | 0.00% | −415−100.0% | Sold out |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −340−100.0% | Sold out |
| SYSTM Wealth Solutions LLC | 0 | $0 | 0.00% | −157−100.0% | Sold out |
| Scarborough Advisors, LLC | 0 | $0 | 0.00% | −62−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| Triad Wealth Partners, LLC | 0 | $0 | 0.00% | −37−100.0% | Sold out |
| Opal Wealth Advisors, LLC | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Grayhawk Investment Strategies Inc. | 0 | $0 | 0.00% | −24−100.0% | Sold out |