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 2025
Institutional positions in ServisFirst Bancshares, Inc. as of Sep 30, 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
- 311
- +8 vs. Q2 2025
- Shares held
- 39.9M
- −1.22M (−3.0%) vs. Q2 2025
- Total value
- $3.22B
- +$63.0M (+2.0%) vs. Q2 2025
- New holders
- 33
- 103 more added
- Sold out
- 25
- 115 more reduced
5 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2025: 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 2025
Shares, value and share of portfolio for each institution holding ServisFirst Bancshares, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 6 | $0 | 0.00% | +6 | New |
| Cloud Capital Management, LLC | 6 | $0 | 0.00% | +6 | New |
| TFC Financial Management | 1 | $81 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1 | $81 | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 2 | $160 | 0.00% | +2 | New |
| Assetmark, Inc | 3 | $242 | 0.00% | −11−78.6% | Reduced |
| HFM Investment Advisors, LLC | 3 | $242 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 40 | $290 | 0.00% | +14+53.8% | Added |
| Huntington National Bank | 4 | $322 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 4 | $322 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 4 | $323 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 5 | $403 | 0.00% | +2+66.7% | Added |
| Essential Partners LLC | 6 | $483 | 0.00% | +6 | New |
| SJS Investment Consulting Inc. | 7 | $564 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 9 | $725 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 9 | $725 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 12 | $966 | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 13 | $1.05K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 12 | $1.06K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 17 | $1.37K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 17 | $1.37K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 20 | $1.61K | 0.00% | +20 | New |
| Sagard Holdings Management Inc. | 24 | $1.93K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 30 | $2.42K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 30 | $2.42K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 31 | $2.50K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 33 | $2.66K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 34 | $2.74K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 37 | $2.98K | 0.00% | −1,231−97.1% | Reduced |
| Spire Wealth Management | 40 | $3.22K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 41 | $3.39K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 46 | $3.71K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 51 | $4.11K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 55 | $4.46K | 0.00% | +55 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 62 | $4.99K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 65 | $5.23K | 0.00% | −5−7.1% | Reduced |
| Hemington Wealth Management | 76 | $6.00K | 0.00% | +9+13.4% | Added |
| Farther Finance Advisors, LLC | 93 | $7.49K | 0.00% | +21+29.2% | Added |
| Bare Financial Services, Inc | 96 | $7.73K | 0.00% | +2+2.1% | Added |
| Caitlin John, LLC | 99 | $7.98K | 0.01% | +99 | New |
| Wolff Wiese Magana LLC | 104 | $8.38K | 0.00% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 105 | $8.46K | 0.00% | +105 | New |
| Massmutual Trust Co FSB | 111 | $8.94K | 0.00% | −11−9.0% | Reduced |
| Principal Securities, Inc. | 121 | $9.74K | 0.00% | +8+7.1% | Added |
| Sterling Capital Management LLC | 125 | $10.1K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 125 | $10.1K | 0.00% | +125 | New |
| Financial Network Wealth Advisors LLC | 139 | $11.2K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 149 | $12.0K | 0.00% | +118+380.6% | Added |
| Harbor Capital Advisors, Inc. | 167 | $13.0K | 0.00% | +2+1.2% | Added |
| Quarry LP | 162 | $13.0K | 0.00% | +162 | New |
| Larson Financial Group LLC | 217 | $17.5K | 0.00% | +189+675.0% | Added |
| Umb Bank N A | 230 | $18.5K | 0.00% | +28+13.9% | Added |
| Optiver Holding B.V. | 237 | $19.1K | 0.00% | +56+30.9% | Added |
| Caitong International Asset Management Co., Ltd | 238 | $19.2K | 0.01% | +238 | New |
| Cullen/Frost Bankers, Inc. | 255 | $20.5K | 0.00% | +255 | New |
| Whittier Trust Co of Nevada Inc | 257 | $20.8K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 287 | $23.1K | 0.00% | +287 | New |
| GWM Advisors LLC | 299 | $24.1K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 299 | $24.1K | 0.00% | +15+5.3% | Added |
| Hantz Financial Services, Inc. | 311 | $25.0K | 0.00% | +212+214.1% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 384 | $31.0K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 394 | $32.0K | 0.00% | −40−9.2% | Reduced |
| Danske Bank A/S | 400 | $32.2K | 0.00% | −877−68.7% | Reduced |
| State of Wyoming | 410 | $33.0K | 0.00% | +39+10.5% | Added |
| National Bank of Canada | 422 | $33.9K | 0.00% | +12+2.9% | Added |
| Fifth Third Bancorp | 566 | $45.6K | 0.00% | +290+105.1% | Added |
| Covestor Ltd | 566 | $46.0K | 0.03% | −5−0.9% | Reduced |
| Eukles Asset Management | 604 | $48.6K | 0.02% | −79−11.6% | Reduced |
| Rockefeller Capital Management L.P. | 661 | $53.2K | 0.00% | +661 | New |
| CWM, LLC | 814 | $66.0K | 0.00% | +52+6.8% | Added |
| Smartleaf Asset Management LLC | 1,248 | $101.9K | 0.01% | +223+21.8% | Added |
| GAMMA Investing LLC | 1,356 | $109.2K | 0.01% | +229+20.3% | Added |
| Signaturefd, LLC | 1,380 | $111.1K | 0.00% | +99+7.7% | Added |
| KBC Group NV | 1,633 | $132.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,680 | $135.3K | 0.00% | +868+106.9% | Added |
| Tower Research Capital LLC (TRC) | 1,759 | $141.7K | 0.00% | −5,374−75.3% | Reduced |
| Advisory Services Network, LLC | 1,788 | $144.0K | 0.00% | +1,788 | New |
| Ci Investments Inc. | 2,083 | $168.0K | 0.00% | −193−8.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,115 | $170.3K | 0.00% | +21+1.0% | Added |
| Vise Technologies, Inc. | 2,516 | $202.6K | 0.01% | +2,516 | New |
| Mechanics Bank Trust Department | 2,525 | $203.3K | 0.03% | −98−3.7% | Reduced |
| Commonwealth Equity Services, LLC | 2,558 | $206.0K | 0.00% | −391−13.3% | Reduced |
| Forum Financial Management, LP | 2,565 | $206.6K | 0.00% | +2,565 | New |
| Numerai GP LLC | 2,646 | $213.1K | 0.03% | −224−7.8% | Reduced |
| Wallace Advisory Group, LLC | 2,754 | $213.5K | 0.17% | −1,098−28.5% | Reduced |
| AE Wealth Management LLC | 2,673 | $215.3K | 0.00% | +2,673 | New |
| Callan Family Office, LLC | 2,683 | $216.1K | 0.01% | −5,332−66.5% | Reduced |
| Summit Financial, LLC | 2,725 | $219.4K | 0.00% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 2,727 | $219.6K | 0.01% | +10.0% | Added |
| Verition Fund Management LLC | 2,836 | $228.4K | 0.00% | −15,311−84.4% | Reduced |
| Arete Wealth Advisors, LLC | 2,912 | $235.0K | 0.01% | +8+0.3% | Added |
| LifeSteps Financial, Inc. | 3,000 | $241.6K | 0.16% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 3,012 | $242.6K | 0.01% | +3,012 | New |
| CI Private Wealth, LLC | 3,047 | $245.4K | 0.00% | +450+17.3% | Added |
| Moody National Bank Trust Division | 3,048 | $245.5K | 0.02% | +48+1.6% | Added |
| Mackenzie Financial Corp | 3,082 | $248.2K | 0.00% | 00.0% | Unchanged |
| Fairvoy Private Wealth, LLC | 3,100 | $249.6K | 0.06% | −400−11.4% | Reduced |
| Omers Administration Corp | 3,100 | $249.6K | 0.00% | +3,100 | New |
| EntryPoint Capital, LLC | 3,130 | $252.1K | 0.10% | −1,129−26.5% | Reduced |
| Occudo Quantitative Strategies LP | 3,190 | $256.9K | 0.03% | −11,315−78.0% | Reduced |