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ServisFirst Bancshares (SFBS) Institutional Ownership

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$39.65 +1.58 (+4.15%)
Closing price 03:59 PM Eastern
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$39.58 -0.07 (-0.18%)
As of 07:30 PM Eastern
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Institutional Ownership Changes (13F Filings) for ServisFirst Bancshares (NYSE:SFBS)

Current
Institutional Ownership
Percentage
67.31%
Number of
Institutional Buyers
(last 12 months)
181
Total
Institutional Inflows
(last 12 months)
$722.92M
Number of
Institutional Sellers
(last 12 months)
125
Total
Institutional Outflows
(last 12 months)
$157.66M
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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
10/15/2026State of Alaska Department of Revenue21,329$851K0.0%+12.9%0.020%
10/15/2026LifeSteps Financial Inc.6,000$240K0.1%+100.0%0.005%
10/14/2026Navigate Wealth Management LLC21,972$844K0.5%+86.6%0.020%
10/14/2026Firethorn Wealth Partners LLC12,388$495K0.2%+99.8%0.011%
10/14/2026Copeland Capital Management LLC1,436,928$57.45M1.3%+94.8%1.314%
10/9/2026GAMMA Investing LLC3,438$137K0.0%+132.6%0.003%
10/8/2026Farther Finance Advisors LLC939$38K0.0%+91.6%0.001%
10/8/2026Avidian Wealth Enterprises LLC39,587$1.58M0.0%+100.0%0.036%
10/2/2026 Versant Capital Management Inc2,248$90K0.0%+686.0%0.002%
9/23/2026QRG Capital Management Inc.2,927$254K0.0%N/A0.003%
9/9/2026Engineers Gate Manager LP38,624$3.35M0.0%+13.8%0.035%
9/9/2026Integrated Wealth Concepts LLC1,502$130K0.0%N/A0.001%
9/9/2026NewEdge Advisors LLC152,464$13.23M0.0%+26.3%0.139%
9/9/2026Squarepoint Ops LLC35,681$3.10M0.0%-53.5%0.033%
9/8/2026Allworth Financial LP1,259$109K0.0%+306.1%0.001%
9/8/2026Nykredit A S3,574$310K0.0%N/A0.003%
8/27/2026Corient Private Wealth LP3,501$304K0.0%+17.9%0.003%
8/26/2026HighTower Advisors LLC37,152$3.22M0.0%-12.3%0.034%
8/25/2026VIRGINIA RETIREMENT SYSTEMS ET Al8,500$737K0.0%N/A0.008%
8/23/2026Ameritas Advisory Services LLC367$32K0.0%N/A0.000%
8/23/2026HB Wealth Management LLC20,952$1.82M0.0%+6.9%0.019%
8/21/2026Nykredit A S3,574$310K0.0%N/A0.007%
8/20/2026Nwam LLC2,742$238K0.0%N/A0.005%
8/20/2026Susquehanna Fundamental Investments LLC16,572$1.44M0.0%-56.4%0.030%
8/20/2026Northwestern Mutual Wealth Management Co.1,551$135K0.0%+11.7%0.003%
8/19/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC90,632$7.86M0.0%-1.7%0.166%
8/18/2026Equitable Holdings Inc.8,073$700K0.0%N/A0.015%
8/18/2026Public Employees Retirement System of Ohio388$34K0.0%N/A0.001%
8/17/2026Capstone Investment Advisors LLC9,297$807K0.0%N/A0.017%
8/17/2026Corient Private Wealth LP3,084$268K0.0%N/A0.006%
8/17/2026Bank of America Corp DE272,023$23.60M0.0%N/A0.498%
8/15/2026Freestone Grove Partners LP5,698$494K0.0%N/A0.010%
8/15/2026Odyssean LLC36,082$3.13M0.5%+90.1%0.066%
8/15/2026Jupiter Topco LLC131,915$11.45M0.0%N/A0.241%
8/14/2026Legal & General Group Plc115,173$9.98M0.0%N/A0.211%
8/14/2026The Manufacturers Life Insurance Company 28,437$2.47M0.0%N/A0.052%
8/14/2026Algert Global LLC64,203$5.57M0.1%+3.7%0.117%
8/13/2026Sanctuary Advisors LLC9,718$843K0.0%N/A0.018%
8/13/2026Davis Asset Management L.P.910,376$78.98M2.0%N/A1.665%
8/12/2026Northwestern Mutual Wealth Management Co.1,551$135K0.0%N/A0.003%
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8/12/2026Quantbot Technologies LP1,093$95K0.0%N/A0.002%
8/12/2026Ieq Capital LLC7,576$657K0.0%N/A0.014%
8/12/2026Callan Family Office LLC6,433$558K0.0%N/A0.012%
8/11/2026Allworth Financial LP1,259$109K0.0%N/A0.002%
8/11/2026B. Metzler seel. Sohn & Co. AG13,886$1.21M0.0%N/A0.025%
8/11/2026Advisors Capital Management LLC2,480$215K0.0%N/A0.005%
8/7/2026BlackRock Inc.7,733,810$670.91M0.0%N/A14.149%
8/7/2026Deutsche Bank AG73,928$6.41M0.0%N/A0.135%
8/7/2026Mitsubishi UFJ Asset Management Co. Ltd.362$31K0.0%N/A0.001%
8/7/2026HBK Sorce Advisory LLC2,243$203K0.0%N/A0.004%
8/6/2026Global Retirement Partners LLC499$43K0.0%N/A0.001%
8/6/2026Bank of New York Mellon Corp412,576$35.79M0.0%N/A0.755%
8/6/2026State of Wyoming2,983$259K0.0%N/A0.005%
8/6/2026GSA Capital Partners LLP22,755$1.97M0.1%N/A0.042%
8/3/2026Walleye Capital LLC267,292$23.19M0.1%N/A0.489%
7/10/2026Wedge Capital Management L L P NC49,957$4.33M0.1%+33.2%0.091%
7/10/2026Butensky & Cohen Financial Security Inc.3,615$314K0.1%-22.9%0.007%
7/10/2026Wasatch Advisors LP538,620$46.73M0.3%-2.5%0.985%
7/7/2026GAMMA Investing LLC1,478$128K0.0%+23.9%0.003%
7/7/2026Arlington 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%
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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%
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%


SFBS Institutional Ownership - Frequently Asked Questions

During the previous two years, 326 institutional investors and hedge funds held shares of ServisFirst Bancshares. The most heavily invested institutionals were BlackRock Inc. ($670.91M), 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), and Dimensional Fund Advisors LP ($82.57M).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 277 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: BlackRock Inc. ($7.73M), Norges Bank ($1.84M), Copeland Capital Management LLC ($1.45M), Champlain Investment Partners LLC ($1.38M), Victory Capital Management Inc. ($1.06M), Davis Asset Management L.P. ($1.02M), and NewEdge Advisors LLC ($950.97K).

Institutional investors have bought a total of 17,742,682 shares in the last 24 months. This purchase volume represents approximately $722.92M in transactions.

Of the 125 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. ($91.71K).

Institutional investors have sold a total of 4,250,925 shares in the last 24 months. This volume of shares sold represents approximately $157.66M in transactions.



Institutional ownership data for NYSE:SFBS is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/15/2026. New 13F filings are added each quarter as they're published.
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