Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in SFBS held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 7.5M | $543.6M | +0.3% | 13.655% | 0.01% |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 3.4M | $245.5M | — | 6.167% | 0.01% |
| 3 | STATE STREET CORP | 2.5M | $184.9M | +3.0% | 4.643% | 0.01% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 2.3M | $166.2M | — | 4.175% | 0.00% |
| 5 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1.4M | $99.0M | -13.5% | 2.488% | 0.29% |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 1.2M | $89.2M | +3.9% | 2.240% | 0.01% |
| 7 | DIMENSIONAL FUND ADVISORS LP | 1.1M | $82.6M | +0.9% | 2.074% | 0.02% |
| 8 | PRINCIPAL FINANCIAL GROUP INC | 985K | $71.7M | -3.3% | 1.802% | 0.04% |
| 9 | Welch Group, LLC | 976K | $71.1M | -2.8% | 1.785% | 2.67% |
| 10 | Davis Asset Management, L.P. | 910K | $66.3M | +4.0% | 1.665% | 1.92% |
| 11 | VICTORY CAPITAL MANAGEMENT INC | 877K | $63.9M | +19.6% | 1.605% | 0.04% |
| 12 | GOLDMAN SACHS GROUP INC | 834K | $60.7M | +99.0% | 1.525% | 0.01% |
| 13 | Copeland Capital Management, LLC | 754K | $54.9M | — | 1.379% | 1.22% |
| 14 | NORTHERN TRUST CORP | 643K | $46.9M | +9.1% | 1.177% | 0.01% |
| 15 | MORGAN STANLEY | 631K | $46.0M | -7.3% | 1.155% | 0.00% |
| 16 | Arete Wealth Advisors, LLC | 458K | $44.0M | — | 0.838% | 3.28% |
| 17 | FIRST TRUST ADVISORS LP | 563K | $41.0M | -1.6% | 1.029% | 0.03% |
| 18 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 560K | $40.8M | +3.2% | 1.025% | 0.01% |
| 19 | WASATCH ADVISORS INC | 552K | $40.2M | +14.6% | 1.010% | 0.27% |
| 20 | Bragg Financial Advisors, Inc | 441K | $32.1M | +4.9% | 0.806% | 1.02% |
| 21 | 1832 Asset Management L.P. | 426K | $31.0M | +1.4% | 0.779% | 0.04% |
| 22 | Bank of New York Mellon Corp | 404K | $29.4M | -2.9% | 0.740% | 0.01% |
| 23 | VANGUARD FIDUCIARY TRUST CO | 351K | $25.6M | — | 0.643% | 0.01% |
| 24 | WELLS FARGO & COMPANY/MN | 270K | $19.7M | -23.3% | 0.495% | 0.00% |
| 25 | Nuveen, LLC | 241K | $17.6M | +107.7% | 0.441% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in SFBS — a direct measure of their conviction.
Filings activity in SFBS during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 341 | +7.2% | 61.80% | 1.34 pp | $2.78B | 2.1% |
| Q4 2025 | 318 | +4.6% | 63.14% | 7.68 pp | $2.84B | 11% |
| Q3 2025 | 304 | 1.0% | 70.82% | +0.77 pp | $3.19B | +1.1% |
| Q2 2025 | 307 | +2.7% | 70.05% | 1.86 pp | $3.16B | 2.6% |
| Q1 2025 | 299 | +3.8% | 71.91% | 1.92 pp | $3.24B | 2.6% |
| Q4 2024 | 288 | +4.7% | 73.83% | +6.37 pp | $3.33B | +9.4% |
| Q3 2024 | 275 | +8.3% | 67.46% | 15.11 pp | $3.04B | 18% |
| Q2 2024 | 254 | — | 82.57% | — | $3.72B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying SFBS stock.
Based on Q1 2026 13F filings, institutional ownership of ServisFirst Bancshares, Inc. stands at 61.8%, held across 341 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of SFBS, with approximately 7,464,562 shares worth $0.54B as of Q1 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of SFBS.
Our composite Smart Money Score for SFBS is 30 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
64 institutions opened new positions in SFBS during Q1 2026, while 41 fully exited. 195 added to existing positions and 80 trimmed.
SFBS institutional ownership fell by 1.34 percentage points quarter-over-quarter, with a net change of +23 holders.
The top 10 institutions account for 58.2% of all reported 13F value in SFBS, and the top 25 account for 79.5%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
ServisFirst Bancshares, Inc. (SFBS) Institutional Ownership