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HomeStocksSFBSInstitutional Holders

SFBS logoServisFirst Bancshares, Inc. (SFBS) Institutional Ownership

Q1 2026 13F Data|Updated 2026-06-13

✨

Institutional ownership decreased this quarter (-1.34 pp), while top 10 holders maintain a highly concentrated 58.2% of value.

Institutional Ownership
Can exceed 100% due to securities lending, short interest, and reporting timing differences.
61.8%$2.8B total value · ▼ 1.34 pp vs prior quarter
Smart Money Score
Based on ownership concentration, fund quality, buying/selling activity, conviction signals, and institutional trend.
30 / 100Bearish
Institutions & Flow341 holders+23 net flow (+64 / -41)

AI Insights & Key Takeaways

  • Positive Institutional Flow (+23)
  • Top 10 holders control 58.2% of institutional value
  • No Insider Signal

Top Institutional Holders of SFBS

Ranked by reported Q1 2026 13F market value

Top 10 Holders
58.2%
Top 25 Holders
79.5%

Share of total reported institutional value in SFBS held by the largest 10 / 25 filers.

#InstitutionShares HeldMarket ValueQoQ ChangeOwnership %% of Fund
1BlackRock, Inc.7.5M$543.6M+0.3%13.655%0.01%
2VANGUARD PORTFOLIO MANAGEMENT LLC3.4M$245.5M—6.167%0.01%
3STATE STREET CORP2.5M$184.9M+3.0%4.643%0.01%

Quarterly Institutional Activity

Filings activity in SFBS during Q1 2026, grouped by how each filer changed its position.

OverviewNew Buyers64Added To195Trimmed80Exited41
  • VANGUARD GROUP INC$436.6M
  • Champlain Investment Partners, LLC$112.6M

SFBS Institutional Ownership by Quarter

8 quarters of 13F filings · Δ columns show change vs prior quarter

QuarterInst. HoldersΔ HoldersOwnership %Δ OwnershipTotal 13F ValueΔ Value
Q1 2026341+7.2%61.80%1.34 pp$2.78B2.1%
Q4 2025318+4.6%63.14%7.68 pp$2.84B11%
Q3 20253041.0%70.82%+0.77 pp$3.19B+1.1%
Q2 2025307+2.7%70.05%1.86 pp$3.16B2.6%
Q1 2025299+3.8%71.91%1.92 pp$3.24B2.6%
Q4 2024288

SFBS — Frequently Asked Questions

Quick answers to the most common questions about buying SFBS stock.

What percentage of SFBS is owned by institutions?

Based on Q1 2026 13F filings, institutional ownership of ServisFirst Bancshares, Inc. stands at 61.8%, held across 341 reporting institutions.

Who is the largest institutional holder of SFBS?

BlackRock, Inc. is the largest reported institutional holder of SFBS, with approximately 7,464,562 shares worth $0.54B as of Q1 2026.

Is SFBS a hedge fund favorite?

No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of SFBS.

What is SFBS's Smart Money Score?

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.

How many institutions bought SFBS this quarter?
4VANGUARD CAPITAL MANAGEMENT LLC2.3M$166.2M—4.175%0.00%
5KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC1.4M$99.0M-13.5%2.488%0.29%
6GEODE CAPITAL MANAGEMENT, LLC1.2M$89.2M+3.9%2.240%0.01%
7DIMENSIONAL FUND ADVISORS LP1.1M$82.6M+0.9%2.074%0.02%
8PRINCIPAL FINANCIAL GROUP INC985K$71.7M-3.3%1.802%0.04%
9Welch Group, LLC976K$71.1M-2.8%1.785%2.67%
10Davis Asset Management, L.P.910K$66.3M+4.0%1.665%1.92%
11VICTORY CAPITAL MANAGEMENT INC877K$63.9M+19.6%1.605%0.04%
12GOLDMAN SACHS GROUP INC834K$60.7M+99.0%1.525%0.01%
13Copeland Capital Management, LLC754K$54.9M—1.379%1.22%
14NORTHERN TRUST CORP643K$46.9M+9.1%1.177%0.01%
15MORGAN STANLEY631K$46.0M-7.3%1.155%0.00%
16Arete Wealth Advisors, LLC458K$44.0M—0.838%3.28%
17FIRST TRUST ADVISORS LP563K$41.0M-1.6%1.029%0.03%
18CHARLES SCHWAB INVESTMENT MANAGEMENT INC560K$40.8M+3.2%1.025%0.01%
19WASATCH ADVISORS INC552K$40.2M+14.6%1.010%0.27%
20Bragg Financial Advisors, Inc441K$32.1M+4.9%0.806%1.02%
211832 Asset Management L.P.426K$31.0M+1.4%0.779%0.04%
22Bank of New York Mellon Corp404K$29.4M-2.9%0.740%0.01%
23VANGUARD FIDUCIARY TRUST CO351K$25.6M—0.643%0.01%
24WELLS FARGO & COMPANY/MN270K$19.7M-23.3%0.495%0.00%
25Nuveen, LLC241K$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.

JPMORGAN CHASE & CO
$77.5M
  • GWM Advisors LLC$66.0M
  • NORGES BANK$47.9M
  • Clarkston Capital Partners, LLC$8.6M
  • HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$4.0M
  • Edgestream Partners, L.P.$3.4M
  • AlphaQuest LLC$2.0M
  • Keel Point, LLC$1.9M
  • COMERICA BANK$1.6M
  • Diversified Trust Co$1.5M
  • +4.7%
    73.83%
    +6.37 pp
    $3.33B
    +9.4%
    Q3 2024275+8.3%67.46%15.11 pp$3.04B18%
    Q2 2024254—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.

    64 institutions opened new positions in SFBS during Q1 2026, while 41 fully exited. 195 added to existing positions and 80 trimmed.

    How is institutional ownership of SFBS changing?

    SFBS institutional ownership fell by 1.34 percentage points quarter-over-quarter, with a net change of +23 holders.

    How concentrated is SFBS ownership among the top holders?

    The top 10 institutions account for 58.2% of all reported 13F value in SFBS, and the top 25 account for 79.5%.

    Where does this SFBS institutional ownership data come from?

    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.