Skip to main content

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 2024

Institutional positions in ServisFirst Bancshares, Inc. as of Dec 31, 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
292
+14 vs. Q3 2024
Shares held
40.0M
+954.5K (+2.4%) vs. Q3 2024
Total value
$3.39B
+$248.9M (+7.9%) vs. Q3 2024
New holders
38
102 more added
Sold out
24
106 more reduced

4 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2024: 292 institutions
Q1 2021: 192 institutionsQ2 2021: 202 institutionsQ3 2021: 216 institutionsQ4 2021: 229 institutionsQ1 2022: 250 institutionsQ2 2022: 240 institutionsQ3 2022: 264 institutionsQ4 2022: 252 institutionsQ1 2023: 239 institutionsQ2 2023: 224 institutionsQ3 2023: 240 institutionsQ4 2023: 251 institutionsQ1 2024: 252 institutionsQ2 2024: 260 institutionsQ3 2024: 282 institutionsQ4 2024: 292 institutionsQ1 2025: 305 institutionsQ2 2025: 308 institutionsQ3 2025: 311 institutionsQ4 2025: 323 institutionsQ1 2026: 345 institutionsQ2 2026: 357 institutions
Value heldQ4 2024: $3.39B
Q1 2021: $1.94BQ2 2021: $2.24BQ3 2021: $2.60BQ4 2021: $2.88BQ1 2022: $3.37BQ2 2022: $2.77BQ3 2022: $2.79BQ4 2022: $2.43BQ1 2023: $2.00BQ2 2023: $1.55BQ3 2023: $1.95BQ4 2023: $2.50BQ1 2024: $2.51BQ2 2024: $2.45BQ3 2024: $3.16BQ4 2024: $3.39BQ1 2025: $3.35BQ2 2025: $3.20BQ3 2025: $3.22BQ4 2025: $2.88BQ1 2026: $2.85BQ2 2026: $3.51B
Institutions holding SFBS and their total value by quarter
QuarterHoldersValue
Q2 2026357$3.51B
Q1 2026345$2.85B
Q4 2025323$2.88B
Q3 2025311$3.22B
Q2 2025308$3.20B
Q1 2025305$3.35B
Q4 2024292$3.39B
Q3 2024282$3.16B
Q2 2024260$2.45B
Q1 2024252$2.51B
Q4 2023251$2.50B
Q3 2023240$1.95B
Q2 2023224$1.55B
Q1 2023239$2.00B
Q4 2022252$2.43B
Q3 2022264$2.79B
Q2 2022240$2.77B
Q1 2022250$3.37B
Q4 2021229$2.88B
Q3 2021216$2.60B
Q2 2021202$2.24B
Q1 2021192$1.94B

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding ServisFirst Bancshares, Inc.; share changes are against Q3 2024.

Institutions holding SFBS in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
TFC Financial Management1$850.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC2$1690.00%+2New
Parkworth Wealth Management, Inc.2$1690.00%+2New
Global Financial Private Client, LLC3$2540.00%+3New
Huntington National Bank4$3390.00%00.0%Unchanged
Abound Wealth Management4$3390.00%00.0%Unchanged
Assetmark, Inc4$3390.00%+4New
IFP Advisors, Inc0$4240.00%0New
Parkside Financial Bank & Trust7$5940.00%00.0%Unchanged
SJS Investment Consulting Inc.12$1.02K0.00%−2−14.3%Reduced
DiNuzzo Private Wealth, Inc.12$1.02K0.00%00.0%Unchanged
Larson Financial Group LLC21$1.78K0.00%00.0%Unchanged
Grayhawk Investment Strategies Inc.24$2.03K0.00%+24New
Allworth Financial LP31$2.76K0.00%00.0%Unchanged
Albion Financial Group33$2.80K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc34$2.88K0.00%00.0%Unchanged
Atlantic Edge Private Wealth Management, LLC34$2.88K0.00%00.0%Unchanged
Lindbrook Capital, LLC38$3.22K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC38$3.22K0.00%+12+46.2%Added
Spire Wealth Management40$3.39K0.00%00.0%Unchanged
Hemington Wealth Management53$4.00K0.00%+13+32.5%Added
JFS Wealth Advisors, LLC50$4.24K0.00%+1+2.0%Added
Parallel Advisors, LLC52$4.41K0.00%+3+6.1%Added
Venturi Wealth Management, LLC52$4.41K0.00%00.0%Unchanged
TD Waterhouse Canada Inc.58$4.91K0.00%00.0%Unchanged
Rothschild Investment LLC60$5.08K0.00%+10+20.0%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.62$5.23K0.00%00.0%Unchanged
Hexagon Capital Partners LLC68$5.76K0.00%+11+19.3%Added
Caitlin John, LLC98$8.29K0.01%00.0%Unchanged
SBI Securities Co., Ltd.102$8.64K0.00%+102New
SRS Capital Advisors, Inc.103$8.73K0.00%−1−1.0%Reduced
Wolff Wiese Magana LLC109$9.24K0.01%00.0%Unchanged
Principal Securities, Inc.113$9.58K0.00%+3+2.7%Added
Umb Bank N A127$10.8K0.00%00.0%Unchanged
Tucker Asset Management LLC129$10.9K0.00%−38−22.8%Reduced
Massmutual Trust Co FSB132$11.2K0.00%00.0%Unchanged
Harbor Capital Advisors, Inc.146$12.0K0.00%−2−1.4%Reduced
Aster Capital Management (DIFC) Ltd147$12.5K0.00%+147New
Farther Finance Advisors, LLC214$18.1K0.00%−13−5.7%Reduced
Fifth Third Bancorp220$18.6K0.00%−45−17.0%Reduced
Covestor Ltd226$19.0K0.01%+9+4.1%Added
GWM Advisors LLC299$25.3K0.00%00.0%Unchanged
Riverview Trust Co322$27.3K0.02%00.0%Unchanged
Quarry LP356$30.2K0.01%+356New
National Bank of Canada403$34.1K0.00%−69−14.6%Reduced
Proequities, Inc.400$35.7K0.00%00.0%Unchanged
First Horizon Advisors, Inc.465$39.5K0.00%+1+0.2%Added
Caitong International Asset Management Co., Ltd669$56.7K0.06%+669New
Point72 (DIFC) Ltd685$58.1K0.01%+282+70.0%Added
CWM, LLC744$63.0K0.00%+20+2.8%Added
Nisa Investment Advisors, LLC764$64.7K0.00%00.0%Unchanged
R Squared Ltd810$68.6K0.07%+810New
Sterling Capital Management LLC1,189$100.8K0.00%+1,051+761.6%Added
Smartleaf Asset Management LLC1,189$101.8K0.01%+747+169.0%Added
Signaturefd, LLC1,331$112.8K0.00%−46−3.3%Reduced
Eukles Asset Management1,898$160.8K0.07%−143−7.0%Reduced
Point72 Asia (Singapore) Pte. Ltd.1,946$164.9K0.04%−1,285−39.8%Reduced
Northwestern Mutual Wealth Management Co1,964$166.4K0.00%−5,340−73.1%Reduced
Ci Investments Inc.2,041$173.0K0.00%+2,041New
KBC Group NV2,326$197.0K0.00%+800+52.4%Added
Landscape Capital Management, L.L.C.2,374$201.2K0.02%−359−13.1%Reduced
AE Wealth Management LLC2,374$201.2K0.00%+2,374New
Diversify Wealth Management, LLC2,483$202.2K0.02%−188−7.0%Reduced
Advisory Services Network, LLC2,394$202.9K0.00%−31,754−93.0%Reduced
Advisors Capital Management, LLC2,480$210.2K0.00%+2,480New
Commonwealth Equity Services, LLC2,574$218.0K0.00%+29+1.1%Added
CI Private Wealth, LLC2,577$218.4K0.00%−29−1.1%Reduced
Occudo Quantitative Strategies LP2,589$219.4K0.04%+2,589New
Quadrant Capital Group LLC2,592$219.6K0.02%00.0%Unchanged
GTS Securities LLC2,653$224.8K0.01%+2,653New
Journey Strategic Wealth LLC2,696$228.5K0.01%−4−0.1%Reduced
Moody National Bank Trust Division2,790$236.4K0.02%−2−0.1%Reduced
Mechanics Bank Trust Department2,888$244.7K0.03%+88+3.1%Added
Peapack Gladstone Financial Corp2,913$247.0K0.00%00.0%Unchanged
LifeSteps Financial, Inc.3,000$254.2K0.20%00.0%Unchanged
Two Sigma Investments, LP3,064$259.6K0.00%−4,890−61.5%Reduced
Arete Wealth Advisors, LLC3,074$261.0K0.02%−180−5.5%Reduced
Cottonwood Capital Advisors, LLC3,141$266.2K0.19%+378+13.7%Added
Tower Research Capital LLC (TRC)3,165$268.2K0.01%−5,435−63.2%Reduced
Campbell & CO Investment Adviser LLC3,179$269.4K0.02%−7,052−68.9%Reduced
Mackenzie Financial Corp3,204$271.5K0.00%−84−2.6%Reduced
Cerity Partners LLC3,418$275.5K0.00%−2,053−37.5%Reduced
Arlington Trust Co LLC3,350$283.9K0.06%00.0%Unchanged
O'Shaughnessy Asset Management, LLC3,394$287.6K0.00%+126+3.9%Added
Omers Administration Corp3,500$296.6K0.00%+3,500New
Centiva Capital, LP3,530$299.1K0.01%+3,530New
Wallace Advisory Group, LLC3,723$299.5K0.21%−241−6.1%Reduced
Coldstream Capital Management Inc3,586$303.9K0.01%−635−15.0%Reduced
Xponance, Inc.3,640$308.5K0.00%+331+10.0%Added
Crossmark Global Holdings, Inc.3,643$309.0K0.01%−74−2.0%Reduced
STRS Ohio3,700$313.5K0.00%+300+8.8%Added
Public Employees Retirement Association of Colorado3,803$322.0K0.00%00.0%Unchanged
Inceptionr LLC4,017$340.4K0.08%+4,017New
Fairvoy Private Wealth, LLC4,100$347.4K0.09%+4,100New
Squarepoint Ops LLC4,144$351.2K0.00%−2,150−34.2%Reduced
Crestline Management, LP4,200$355.9K0.01%+4,200New
Resolute Wealth Strategies, LLC4,241$359.3K0.18%−2,191−34.1%Reduced
Sagespring Wealth Partners, LLC4,291$363.6K0.01%+4,291New
GAMMA Investing LLC4,711$399.2K0.03%+3,790+411.5%Added
CWM Advisors, LLC4,730$400.8K0.04%−427−8.3%Reduced