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ServisFirst Bancshares (SFBS) Institutional Ownership

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$85.68 -1.26 (-1.45%)
Closing price 07/20/2026 03:59 PM Eastern
Extended Trading
$85.10 -0.58 (-0.68%)
As of 05:37 AM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.

Institutional Ownership Changes (13F Filings) for ServisFirst Bancshares (NYSE:SFBS)

Current
Institutional Ownership
Percentage
67.31%
Number of
Institutional Buyers
(last 12 months)
179
Total
Institutional Inflows
(last 12 months)
$642.84M
Number of
Institutional Sellers
(last 12 months)
138
Total
Institutional Outflows
(last 12 months)
$333.03M
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SFBS Institutional Buying and Selling by Quarter

ServisFirst Bancshares Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/10/2026 Wedge Capital Management L L P NC49,957$4.33M0.1%+33.2%0.091%
7/10/2026 Butensky & Cohen Financial Security Inc.3,615$314K0.1%-22.9%0.007%
7/10/2026 Wasatch Advisors LP538,620$46.73M0.3%-2.5%0.985%
7/7/2026 GAMMA Investing LLC1,478$128K0.0%+23.9%0.003%
7/7/2026 Arlington Trust Co LLC8,100$703K0.1%-92.9%0.015%
6/3/2026NewEdge Advisors LLC120,700$8.79M0.0%-86.9%0.221%
6/1/2026Keel Point LLC15,375$1.12M0.1%-40.6%0.028%
5/20/2026Arete Wealth Advisors LLC457,892$33.35M2.0%N/A0.838%
5/19/2026Bank of America Corp DE135,140$9.84M0.0%+47.7%0.247%
5/19/2026Janus Henderson Group PLC190,651$13.89M0.0%+685.5%0.349%
5/19/2026Arete Wealth Advisors LLC457,892$33.35M2.3%N/A0.838%
5/18/2026Amundi3,210$234K0.0%N/A0.006%
5/18/2026EverSource Wealth Advisors LLC19,116$1.39M0.0%+86.0%0.035%
5/18/2026California State Teachers Retirement System57,451$4.18M0.0%+16.3%0.105%
5/18/2026Royal Bank of Canada40,511$2.95M0.0%+196.7%0.074%
5/16/2026The Manufacturers Life Insurance Company 25,725$1.87M0.0%-2.1%0.047%
5/16/2026Quantinno Capital Management LP21,587$1.57M0.0%+47.0%0.039%
5/15/2026Jacobs Asset Management LLC150,000$10.92M6.5%+50.0%0.274%
5/15/2026Waverly Advisors LLC136,429$9.94M0.1%-14.6%0.250%
5/15/2026Entropy Technologies LP13,567$988K0.0%+61.6%0.025%
5/14/2026Renaissance Technologies LLC34,400$2.51M0.0%N/A0.063%
5/14/2026Arrowstreet Capital Limited Partnership8,709$634K0.0%N/A0.016%
5/14/2026Gibbs Wealth Management4,351$317K0.0%-31.3%0.008%
5/14/2026Sei Investments Co.195,355$14.23M0.0%+40.1%0.357%
5/14/2026Lido Advisors LLC5,854$426K0.0%+22.8%0.011%
5/14/2026State of Wyoming2,350$171K0.0%N/A0.004%
5/13/2026Cetera Investment Advisers36,343$2.65M0.0%+15.4%0.066%
5/13/2026First Trust Advisors LP562,559$40.97M0.0%-1.6%1.029%
5/7/2026Dimensional Fund Advisors LP1,133,669$82.57M0.0%+0.9%2.074%
5/6/2026California Public Employees Retirement System88,749$6.46M0.0%+6.3%0.162%
5/6/2026Copeland Capital Management LLC753,526$54.88M1.2%N/A1.379%
5/6/2026Bessemer Group Inc.4,798$350K0.0%-71.6%0.009%
5/5/2026Bank of New York Mellon Corp404,290$29.44M0.0%-2.8%0.740%
5/5/2026Illinois Municipal Retirement Fund28,038$2.04M0.0%+9.6%0.051%
5/5/2026Sanctuary Advisors LLC8,689$633K0.0%-5.8%0.016%
5/5/2026Hillsdale Investment Management Inc.3,900$284K0.0%N/A0.007%
5/4/2026Principal Financial Group Inc.984,937$71.73M0.0%-3.3%1.802%
5/2/2026Navigate Wealth Management LLC11,786$932K0.7%N/A0.022%
5/1/2026Fifth Third Bancorp25,750$1.88M0.0%+7,092.7%0.047%
5/1/2026BCR Wealth Strategies LLC7,761$565K0.2%-8.7%0.014%
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4/30/2026Personal CFO Solutions LLC3,022$220K0.0%N/A0.006%
4/28/2026Abel Hall LLC4,660$339K0.1%+45.5%0.009%
4/28/2026Praxis Investment Management Inc.3,334$243K0.0%-37.4%0.006%
4/27/2026HB Wealth Management LLC19,599$1.43M0.0%+1.8%0.036%
4/27/2026New York State Teachers Retirement System12,032$876K0.0%-11.1%0.022%
4/25/2026Strs Ohio1,900$138K0.0%-9.5%0.003%
4/25/2026Keybank National Association OH5,763$420K0.0%+28.3%0.011%
4/24/2026Deprince Race & Zollo Inc.233,777$17.03M0.3%-56.4%0.428%
4/24/2026 Peregrine Capital Management LLC64,980$4.73M0.2%N/A0.119%
4/23/2026Inspire Investing LLC7,051$514K0.0%+8.5%0.013%
4/22/2026 Red Door Wealth Management LLC12,662$922K0.1%-1.2%0.023%
4/22/2026Janney Montgomery Scott LLC8,462$616K0.0%+3.8%0.015%
4/22/2026Pictet Asset Management Holding SA9,118$664K0.0%+8.3%0.017%
4/21/2026 Wasatch Advisors LP552,153$40.21M0.3%+14.6%1.010%
4/21/2026Welch Group LLC975,931$71.08M2.7%-2.7%1.785%
4/21/2026Louisiana State Employees Retirement System22,300$1.62M0.0%N/A0.041%
4/20/2026Watchman Group Inc.32,941$2.40M0.6%-2.9%0.060%
4/20/2026Blue Trust Inc.44,526$3.24M0.0%-2.6%0.081%
4/20/2026 RFG Advisory LLC3,160$230K0.0%-9.0%0.006%
4/18/2026 HHM Wealth Advisors LLC27,334$1.99M0.2%-11.1%0.050%
4/16/2026SG Americas Securities LLC34,456$2.51M0.0%-54.8%0.063%
3/20/2026Hsbc Holdings PLC10,000$718K0.0%N/A0.018%
3/17/2026Rockefeller Capital Management L.P.522$38K0.0%-21.0%0.001%
2/23/2026Virtu Financial LLC2,840$204K0.0%N/A0.005%
2/19/2026Invesco Ltd.124,943$8.97M0.0%+3.5%0.229%
2/18/2026State of Tennessee Department of Treasury11,179$803K0.0%-20.0%0.020%
2/18/2026Mackenzie Financial Corp3,234$234K0.0%+4.9%0.006%
2/18/2026NewEdge Advisors LLC919,505$66.01M0.2%+307,426.8%1.683%
2/18/2026Empowered Funds LLC1,611$115K0.0%N/A0.003%
2/18/2026Voloridge Investment Management LLC15,737$1.13M0.0%N/A0.029%
2/18/2026Susquehanna Portfolio Strategies LLC14,437$1.04M0.0%-59.1%0.026%
2/18/2026Tudor Investment Corp ET AL105,522$7.58M0.0%+814.6%0.193%
2/18/2026Twinbeech Capital LP17,064$1.23M0.1%N/A0.031%
2/18/2026Numerai GP LLC16,464$1.18M0.1%+522.2%0.030%
2/18/2026Occudo Quantitative Strategies LP18,640$1.34M0.1%+484.3%0.034%
2/18/2026Odyssean LLC10,147$728K0.5%N/A0.019%
2/18/2026Millennium Management LLC259,618$18.64M0.0%+250.6%0.475%
2/18/2026Inspire Investing LLC6,498$466K0.0%+15.4%0.012%
2/18/2026Janus Henderson Group PLC24,272$1.74M0.0%-70.4%0.044%
2/18/2026Engineers Gate Manager LP7,632$548K0.0%N/A0.014%
2/18/2026Balyasny Asset Management L.P.10,628$763K0.0%+124.7%0.019%
2/17/2026Schonfeld Strategic Advisors LLC5,274$379K0.0%+6.7%0.010%
2/17/2026AQR Capital Management LLC12,875$924K0.0%+15.2%0.024%
2/17/2026Abel Hall LLC3,203$230K0.1%N/A0.006%
2/17/2026Cetera Investment Advisers31,492$2.26M0.0%-1.8%0.058%
2/17/2026Equitable Holdings Inc.8,373$601K0.0%-2.3%0.015%
2/17/2026Trexquant Investment LP35,125$2.52M0.0%N/A0.064%
2/17/2026Price T Rowe Associates Inc. MD49,750$3.57M0.0%+5.8%0.091%
2/17/2026California State Teachers Retirement System49,387$3.55M0.0%+3.2%0.090%
2/17/2026Russell Investments Group Ltd.68,178$4.90M0.0%+10.3%0.125%
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2/17/2026Maryland State Retirement & Pension System7,394$531K0.0%+2.4%0.014%
2/17/2026&PARTNERS10,922$786K0.0%-24.4%0.020%
2/17/2026ExodusPoint Capital Management LP27,479$1.97M0.0%N/A0.050%
2/17/2026Royal Bank of Canada13,655$980K0.0%-86.0%0.025%
2/17/2026Graham Capital Management L.P.3,083$221K0.0%N/A0.006%
2/16/2026Squarepoint Ops LLC56,439$4.05M0.0%+37.5%0.103%
2/16/2026Vanguard Personalized Indexing Management LLC6,767$486K0.0%-10.7%0.012%
2/16/2026Fieldview Capital Management LLC2,935$211K0.0%N/A0.005%
2/16/2026Healthcare of Ontario Pension Plan Trust Fund55,274$3.97M0.0%N/A0.101%
2/16/2026Jacobs Asset Management LLC100,000$7.18M4.0%N/A0.183%


SFBS Institutional Ownership - Frequently Asked Questions

During the previous two years, 308 institutional investors and hedge funds held shares of ServisFirst Bancshares. The most heavily invested institutionals were Vanguard Group Inc. ($436.62M), Kayne Anderson Rudnick Investment Management LLC ($194.09M), State Street Corp ($176.89M), Champlain Investment Partners LLC ($112.63M), Geode Capital Management LLC ($84.61M), Dimensional Fund Advisors LP ($82.57M), and JPMorgan Chase & Co. ($77.51M).Learn more on ServisFirst Bancshares' institutional investors.

67.31% of ServisFirst Bancshares' stock is owned by institutional investors. Learn more on SFBS's institutional investor holdings.

Of the 260 institutional investors that purchased ServisFirst Bancshares' stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($1.84M), Champlain Investment Partners LLC ($1.38M), Victory Capital Management Inc. ($1.06M), NewEdge Advisors LLC ($919.21K), Arete Wealth Advisors LLC ($915.78K), Copeland Capital Management LLC ($753.53K), and JPMorgan Chase & Co. ($565.31K).

Institutional investors have bought a total of 8,627,095 shares in the last 24 months. This purchase volume represents approximately $642.84M in transactions.

Of the 138 institutional investors that sold ServisFirst Bancshares' stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Champlain Investment Partners LLC ($1.13M), NewEdge Advisors LLC ($798.81K), Victory Capital Management Inc. ($329.52K), Deprince Race & Zollo Inc. ($302.42K), Wasatch Advisors LP ($199.46K), Arlington Trust Co LLC ($105.67K), and Federated Hermes Inc. ($96.36K).

Institutional investors have sold a total of 4,487,096 shares in the last 24 months. This volume of shares sold represents approximately $333.03M in transactions.



This page (NYSE:SFBS) was last updated on 7/21/2026 by MarketBeat.com Staff.
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