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, Q1 2025
Institutional positions in ServisFirst Bancshares, Inc. as of Mar 31, 2025. 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
- 305
- +14 vs. Q4 2024
- Shares held
- 40.6M
- +731.7K (+1.8%) vs. Q4 2024
- Total value
- $3.35B
- −$32.6M (−1.0%) vs. Q4 2024
- New holders
- 40
- 92 more added
- Sold out
- 26
- 116 more reduced
1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding ServisFirst Bancshares, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bay Harbor Wealth Management, LLC | 1 | $82 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $83 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1 | $83 | 0.00% | +1 | New |
| HFM Investment Advisors, LLC | 1 | $83 | 0.00% | +1 | New |
| Parkworth Wealth Management, Inc. | 2 | $165 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 3 | $248 | 0.00% | −1−25.0% | Reduced |
| Abound Wealth Management | 4 | $331 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 0 | $413 | 0.00% | 0 | Unchanged |
| Global Financial Private Client, LLC | 7 | $578 | 0.00% | +4+133.3% | Added |
| Amundi | 11 | $814 | 0.00% | +11 | New |
| Hughes Financial Services, LLC | 12 | $971 | 0.00% | +12 | New |
| Rise Advisors, LLC | 12 | $991 | 0.00% | +12 | New |
| SJS Investment Consulting Inc. | 12 | $992 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 12 | $992 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 12 | $992 | 0.00% | +12 | New |
| Hantz Financial Services, Inc. | 8 | $1.00K | 0.00% | +8 | New |
| Stephens Consulting, LLC | 15 | $1.24K | 0.00% | +15 | New |
| Geneos Wealth Management Inc. | 19 | $1.57K | 0.00% | +19 | New |
| Larson Financial Group LLC | 21 | $1.74K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 23 | $1.90K | 0.00% | +23 | New |
| Grayhawk Investment Strategies Inc. | 24 | $1.98K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 31 | $2.22K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 29 | $2.40K | 0.00% | +29 | New |
| Farmers & Merchants Investments Inc | 31 | $2.56K | 0.00% | −3−8.8% | Reduced |
| Parkside Financial Bank & Trust | 32 | $2.64K | 0.00% | +25+357.1% | Added |
| Albion Financial Group | 33 | $2.73K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 34 | $2.81K | 0.00% | +34 | New |
| Atlantic Edge Private Wealth Management, LLC | 34 | $2.81K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 36 | $2.95K | 0.00% | +36 | New |
| Lindbrook Capital, LLC | 38 | $3.14K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 40 | $3.30K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 44 | $3.63K | 0.00% | +6+15.8% | Added |
| Cornerstone Planning Group LLC | 52 | $3.69K | 0.00% | +52 | New |
| Parallel Advisors, LLC | 49 | $4.05K | 0.00% | −3−5.8% | Reduced |
| JFS Wealth Advisors, LLC | 50 | $4.13K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 58 | $4.67K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 66 | $5.00K | 0.00% | +13+24.5% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 62 | $5.12K | 0.00% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 64 | $5.29K | 0.00% | +64 | New |
| Rothschild Investment LLC | 80 | $6.61K | 0.00% | +20+33.3% | Added |
| Farther Finance Advisors, LLC | 92 | $7.47K | 0.00% | −122−57.0% | Reduced |
| SBI Securities Co., Ltd. | 102 | $8.43K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 104 | $8.59K | 0.01% | −5−4.6% | Reduced |
| Principal Securities, Inc. | 113 | $9.58K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 129 | $10.7K | 0.00% | −3−2.3% | Reduced |
| Harbor Capital Advisors, Inc. | 136 | $11.0K | 0.00% | −10−6.8% | Reduced |
| Hexagon Capital Partners LLC | 138 | $11.4K | 0.00% | +70+102.9% | Added |
| Financial Network Wealth Advisors LLC | 138 | $11.4K | 0.01% | +138 | New |
| Optiver Holding B.V. | 162 | $13.4K | 0.00% | +162 | New |
| Umb Bank N A | 191 | $15.8K | 0.00% | +64+50.4% | Added |
| SRS Capital Advisors, Inc. | 218 | $18.0K | 0.00% | +115+111.7% | Added |
| Covestor Ltd | 226 | $19.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 261 | $21.6K | 0.00% | +41+18.6% | Added |
| Public Employees Retirement System of Ohio | 267 | $22.1K | 0.00% | +267 | New |
| GWM Advisors LLC | 299 | $24.7K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 322 | $26.6K | 0.03% | 00.0% | Unchanged |
| National Bank of Canada | 361 | $29.8K | 0.00% | −42−10.4% | Reduced |
| Lazard Asset Management LLC | 461 | $38.0K | 0.00% | +461 | New |
| First Horizon Advisors, Inc. | 467 | $38.6K | 0.00% | +2+0.4% | Added |
| Quarry LP | 544 | $44.9K | 0.01% | +188+52.8% | Added |
| Huntington National Bank | 570 | $47.1K | 0.00% | +566+14,150.0% | Added |
| Sterling Capital Management LLC | 643 | $53.1K | 0.00% | −546−45.9% | Reduced |
| Eukles Asset Management | 683 | $56.4K | 0.02% | −1,215−64.0% | Reduced |
| Nisa Investment Advisors, LLC | 764 | $63.1K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 776 | $64.0K | 0.00% | +32+4.3% | Added |
| Smartleaf Asset Management LLC | 1,134 | $92.9K | 0.01% | −55−4.6% | Reduced |
| Signaturefd, LLC | 1,329 | $109.8K | 0.00% | −2−0.2% | Reduced |
| GAMMA Investing LLC | 1,699 | $140.3K | 0.01% | −3,012−63.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,969 | $162.7K | 0.00% | +5+0.3% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 2,067 | $171.0K | 0.00% | +2,067 | New |
| Ci Investments Inc. | 2,350 | $194.0K | 0.00% | +309+15.1% | Added |
| Caxton Associates LLP | 2,466 | $203.7K | 0.01% | +2,466 | New |
| KBC Group NV | 2,466 | $204.0K | 0.00% | +140+6.0% | Added |
| Advisors Capital Management, LLC | 2,480 | $204.8K | 0.00% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 2,566 | $212.0K | 0.01% | −3,210−55.6% | Reduced |
| Commonwealth Equity Services, LLC | 2,584 | $213.0K | 0.00% | +10+0.4% | Added |
| Mechanics Bank Trust Department | 2,623 | $216.7K | 0.03% | −265−9.2% | Reduced |
| CI Private Wealth, LLC | 2,629 | $217.2K | 0.00% | +52+2.0% | Added |
| Bridgefront Capital, LLC | 2,697 | $222.8K | 0.06% | +2,697 | New |
| Journey Strategic Wealth LLC | 2,698 | $222.9K | 0.01% | +2+0.1% | Added |
| Quadrature Capital Ltd | 2,767 | $228.6K | 0.01% | +2,767 | New |
| Moody National Bank Trust Division | 2,840 | $234.6K | 0.02% | +50+1.8% | Added |
| Arete Wealth Advisors, LLC | 2,904 | $240.0K | 0.02% | −170−5.5% | Reduced |
| Peapack Gladstone Financial Corp | 2,913 | $241.0K | 0.00% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 3,000 | $247.8K | 0.20% | 00.0% | Unchanged |
| Advantage Alpha Capital Partners LP | 3,021 | $249.4K | 0.06% | −4,690−60.8% | Reduced |
| Aquatic Capital Management LLC | 3,033 | $250.5K | 0.01% | −3,382−52.7% | Reduced |
| Two Sigma Investments, LP | 3,054 | $252.3K | 0.00% | −10−0.3% | Reduced |
| Mackenzie Financial Corp | 3,082 | $254.6K | 0.00% | −122−3.8% | Reduced |
| Cottonwood Capital Advisors, LLC | 3,141 | $259.4K | 0.19% | 00.0% | Unchanged |
| United Services Automobile Association | 3,167 | $259.5K | 0.01% | +3,167 | New |
| Holocene Advisors, LP | 3,319 | $274.1K | 0.00% | −17,598−84.1% | Reduced |
| Arlington Trust Co LLC | 3,350 | $276.7K | 0.06% | 00.0% | Unchanged |
| Centiva Capital, LP | 3,474 | $287.0K | 0.02% | −56−1.6% | Reduced |
| Coldstream Capital Management Inc | 3,528 | $291.4K | 0.01% | −58−1.6% | Reduced |
| Fairvoy Private Wealth, LLC | 3,600 | $297.4K | 0.08% | −500−12.2% | Reduced |
| Tower Research Capital LLC (TRC) | 3,600 | $297.4K | 0.01% | +435+13.7% | Added |
| Crossmark Global Holdings, Inc. | 3,643 | $300.9K | 0.01% | 00.0% | Unchanged |
| STRS Ohio | 3,700 | $305.6K | 0.00% | 00.0% | Unchanged |
| Wallace Advisory Group, LLC | 3,703 | $313.8K | 0.22% | −20−0.5% | Reduced |