SERVISFIRST BANCSHARES INC (SFBS)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
Institutions report 40,137,223 shares against 54,672,510 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $670.9M | 7,733,810 | 0.01% | 8q | +3.6%+$23.4M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $298.2M | 3,437,080 | 0.01% | 2q | +2.0%+$5.7M |
| STATE STREET CORP | $229.9M | 2,650,366 | 0.01% | 31q | +4.4%+$9.7M |
| VANGUARD CAPITAL MANAGEMENT LLC | $201.3M | 2,320,653 | 0.00% | 2q | +1.7%+$3.4M |
| GEODE CAPITAL MANAGEMENT, LLC | $112.7M | 1,298,464 | 0.01% | 31q | +6.0%+$6.4M |
| DIMENSIONAL FUND ADVISORS LP | $103.9M | 1,197,156 | 0.02% | 31q | +5.6%+$5.5M |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $93.3M | 1,075,666 | 0.29% | 22q | -20.9%-$24.7M |
| JPMORGAN CHASE & CO | $89.1M | 1,019,555 | 0.00% | 31q | -1.6%-$1.4M |
| PRINCIPAL FINANCIAL GROUP INC | $85.5M | 986,044 | 0.04% | 31q | HELD |
| Welch Group, LLC | $83.3M | 959,733 | 2.84% | 31q | -1.7%-$1.4M |
| Davis Asset Management, L.P. | $79.0M | 910,376 | 2.00% | 16q | HELD |
| GOLDMAN SACHS GROUP INC | $76.7M | 884,393 | 0.01% | 31q | +6.1%+$4.4M |
| VICTORY CAPITAL MANAGEMENT INC | $73.4M | 846,160 | 0.04% | 31q | -3.6%-$2.7M |
| Copeland Capital Management, LLC | $64.0M | 737,503 | 1.31% | 2q | -2.1%-$1.4M |
| NORTHERN TRUST CORP | $58.2M | 671,061 | 0.01% | 31q | +4.3%+$2.4M |
| NORGES BANK | $56.6M | 652,928 | 0.01% | 32q | -2.2%-$1.2M |
| MORGAN STANLEY | $50.1M | 577,649 | 0.00% | 35q | -8.5%-$4.6M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $49.7M | 573,221 | 0.01% | 31q | +2.3%+$1.1M |
| Sixth Street Partners Management Company, L.P. | $49.7M | 573,221 | 0.01% | new | NEW |
| WASATCH ADVISORS LP | $46.7M | 538,620 | 0.31% | 22q | -2.5%-$1.2M |
| Bragg Financial Advisors, Inc | $45.1M | 519,730 | 1.21% | 26q | +17.9%+$6.8M |
| 1832 Asset Management L.P. | $37.3M | 430,235 | 0.02% | 3q | +1.1%+$394.5K |
| Bank of New York Mellon Corp | $35.8M | 412,576 | 0.01% | 31q | +2.0%+$718.8K |
| VANGUARD FIDUCIARY TRUST CO | $31.5M | 362,963 | 0.01% | 2q | +3.3%+$1.0M |
| Public Sector Pension Investment Board | $30.0M | 345,510 | 0.04% | 31q | +92.2%+$14.4M |
| RAYMOND JAMES FINANCIAL INC | $26.6M | 306,346 | 0.01% | 7q | +30.3%+$6.2M |
| FIRST TRUST ADVISORS LP | $26.5M | 305,031 | 0.02% | 31q | -45.8%-$22.3M |
| AQR CAPITAL MANAGEMENT LLC | $25.5M | 293,592 | 0.01% | 9q | +327.4%+$19.5M |
| WELLS FARGO & COMPANY/MN | $24.9M | 286,557 | 0.00% | 31q | -47.0%-$22.1M |
| Nuveen, LLC | $23.8M | 274,495 | 0.01% | 6q | +13.7%+$2.9M |
| BANK OF AMERICA CORP /DE/ | $23.6M | 272,023 | 0.00% | 31q | +101.3%+$11.9M |
| Walleye Capital LLC | $23.2M | 267,292 | 0.08% | new | NEW |
| AMERICAN CENTURY COMPANIES INC | $21.2M | 244,419 | 0.01% | 27q | +77.3%+$9.2M |
| ENVESTNET ASSET MANAGEMENT INC | $17.8M | 205,188 | 0.00% | 26q | -4.1%-$765.7K |
| D. E. Shaw & Co., Inc. | $17.6M | 203,011 | 0.01% | 6q | +14.2%+$2.2M |
| LOOMIS SAYLES & CO L P | $15.3M | 176,919 | 0.02% | 3q | +25.5%+$3.1M |
| Fisher Asset Management, LLC | $14.3M | 165,284 | 0.00% | 31q | +87.4%+$6.7M |
| NewEdge Advisors, LLC | $13.2M | 152,464 | 0.04% | new | NEW |
| SEI INVESTMENTS CO | $12.3M | 142,209 | 0.01% | 22q | -27.2%-$4.6M |
| Waverly Advisors, LLC | $11.8M | 136,457 | 0.07% | 31q | HELD |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | $11.8M | 135,602 | 0.11% | 31q | -5.1%-$629.8K |
| Jupiter Topco LLC | $11.4M | 131,915 | 0.00% | new | FIRST |
| RHUMBLINE ADVISERS | $10.7M | 122,870 | 0.01% | 31q | -9.6%-$1.1M |
| JACOBS ASSET MANAGEMENT, LLC | $10.0M | 115,000 | 6.28% | 3q | -23.3%-$3.0M |
| Legal & General Group Plc | $10.0M | 115,173 | 0.00% | 31q | HELD |
| Invesco Ltd. | $9.7M | 111,249 | 0.00% | 31q | -4.6%-$466.1K |
| AMERIPRISE FINANCIAL INC | $9.5M | 109,392 | 0.00% | 31q | -51.4%-$10.0M |
| CITADEL ADVISORS LLC | $9.2M | 105,917 | 0.00% | 16q | -6.8%-$671.4K |
| Swiss National Bank | $9.0M | 104,268 | 0.00% | 31q | +1.9%+$164.8K |
| UBS Group AG | $8.7M | 99,748 | 0.00% | 31q | +4.0%+$329.8K |
| STIFEL FINANCIAL CORP | $8.2M | 94,398 | 0.01% | 31q | -3.9%-$331.0K |
| California Public Employees Retirement System | $7.9M | 90,945 | 0.00% | 18q | +2.5%+$190.5K |
| LEAVELL INVESTMENT MANAGEMENT, INC. | $7.9M | 90,874 | 0.29% | 31q | HELD |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $7.9M | 90,632 | 0.00% | 31q | -1.7%-$132.8K |
| Creative Planning | $7.9M | 90,559 | 0.00% | 11q | +9.9%+$707.4K |
| Brevan Howard Capital Management LP | $7.5M | 86,044 | 0.06% | 3q | -49.4%-$7.3M |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | $6.8M | 78,083 | 0.83% | 31q | HELD |
| DEUTSCHE BANK AG\ | $6.4M | 73,928 | 0.00% | 34q | +53.9%+$2.2M |
| FEDERATED HERMES, INC. | $6.3M | 72,451 | 0.01% | 7q | +1.2%+$75.6K |
| TrueWealth Advisors, LLC | $5.7M | 65,463 | 1.28% | 23q | HELD |
| ALGERT GLOBAL LLC | $5.6M | 64,203 | 0.07% | 12q | -48.1%-$5.2M |
| Savant Capital, LLC | $5.3M | 66,284 | 0.02% | 14q | +100.6%+$2.7M |
| PEREGRINE CAPITAL MANAGEMENT LLC | $5.2M | 59,770 | 0.17% | 2q | -8.0%-$452.0K |
| ALLIANCEBERNSTEIN L.P. | $5.0M | 68,802 | 0.00% | 31q | +3.8%+$183.5K |
| VANGUARD ASSET MANAGEMENT, Ltd | $4.7M | 53,938 | 0.00% | 2q | +5.9%+$260.6K |
| PRUDENTIAL FINANCIAL INC | $4.6M | 53,141 | 0.01% | 31q | -39.0%-$2.9M |
| Edgestream Partners, L.P. | $4.6M | 52,797 | 0.14% | new | NEW |
| KENNEDY CAPITAL MANAGEMENT LLC | $4.5M | 52,431 | 0.08% | new | NEW |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $4.4M | 51,115 | 0.02% | 12q | +10.9%+$435.5K |
| Arkadios Wealth Advisors | $4.4M | 51,108 | 0.07% | new | NEW |
| WEDGE CAPITAL MANAGEMENT L L P/NC | $4.3M | 49,957 | 0.07% | 26q | +33.2%+$1.1M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $4.3M | 49,170 | 0.00% | 2q | +464.6%+$3.5M |
| CITIGROUP INC | $4.0M | 46,598 | 0.00% | 31q | +27.8%+$878.8K |
| LPL Financial LLC | $3.9M | 44,569 | 0.00% | 11q | +12.3%+$424.5K |
| Blue Trust, Inc. | $3.9M | 44,526 | 0.04% | 17q | HELD |
| BNP PARIBAS FINANCIAL MARKETS | $3.7M | 42,434 | 0.00% | 31q | +12.4%+$405.9K |
| Louisiana State Employees Retirement System | $3.5M | 44,300 | 0.03% | 31q | +98.7%+$1.8M |
| ROYAL BANK OF CANADA | $3.4M | 39,588 | 0.00% | 31q | -2.3%-$80.1K |
| Engineers Gate Manager LP | $3.4M | 38,624 | 0.04% | 3q | +13.8%+$406.3K |
| DARK FOREST CAPITAL MANAGEMENT LP | $3.2M | 37,255 | 0.21% | 6q | +112.8%+$1.7M |
| HighTower Advisors, LLC | $3.2M | 37,152 | 0.00% | 31q | -12.3%-$450.2K |
| XTX Topco Ltd | $3.2M | 36,406 | 0.04% | 2q | +6.2%+$183.9K |
| BOOTHBAY FUND MANAGEMENT, LLC | $3.2M | 36,359 | 0.04% | 2q | -67.9%-$6.7M |
| Cetera Investment Advisers | $3.1M | 36,247 | 0.00% | 10q | HELD |
| Odyssean, LLC | $3.1M | 36,082 | 0.51% | 3q | +90.1%+$1.5M |
| Squarepoint Ops LLC | $3.1M | 35,681 | 0.00% | 8q | -53.5%-$3.6M |
| TUDOR INVESTMENT CORP ET AL | $3.1M | 35,537 | 0.00% | 6q | -60.2%-$4.7M |
| Watchman Group, Inc. | $3.0M | 34,939 | 0.68% | 4q | +6.1%+$173.3K |
| PNC Financial Services Group, Inc. | $2.9M | 33,969 | 0.00% | 31q | -0.7%-$21.4K |
| Russell Investments Group, Ltd. | $2.9M | 33,753 | 0.00% | 31q | -62.2%-$4.8M |
| REGIONS FINANCIAL CORP | $2.7M | 31,341 | 0.02% | 31q | HELD |
| MetLife Investment Management, LLC | $2.6M | 30,537 | 0.01% | 32q | +8.9%+$217.4K |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $2.5M | 28,437 | 0.00% | 31q | +10.5%+$235.3K |
| BARCLAYS PLC | $2.4M | 28,005 | 0.00% | 31q | -13.6%-$383.4K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.4M | 21,911 | 0.00% | 26q | -38.1%-$1.5M |
| GAMCO INVESTORS, INC. ET AL | $2.3M | 26,000 | 0.02% | 31q | HELD |
| Illinois Municipal Retirement Fund | $2.2M | 25,807 | 0.03% | 12q | -8.0%-$193.5K |
| HHM Wealth Advisors, LLC | $2.2M | 25,565 | 0.22% | 9q | -6.5%-$153.5K |
| Quantinno Capital Management LP | $2.2M | 25,468 | 0.00% | 5q | +18.0%+$336.7K |
| FIFTH THIRD BANCORP | $2.2M | 25,272 | 0.00% | 21q | -1.9%-$41.5K |
Showing the largest 100 of 356 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 332 | $3.5B | 40,137,223 | 52 | 118 | 96 | 0.0% |
| Q1 2026 | 319 | $2.8B | 39,106,278 | 52 | 133 | 75 | 0.0% |
| Q4 2025 | 298 | $2.9B | 39,739,712 | 39 | 94 | 97 | 0.0% |
| Q3 2025 | 280 | $3.3B | 40,664,206 | 29 | 79 | 93 | 0.0% |
| Q2 2025 | 279 | $3.2B | 41,484,851 | 34 | 100 | 81 | 0.0% |
| Q1 2025 | 277 | $3.3B | 40,304,009 | 33 | 76 | 97 | 0.0% |
| Q4 2024 | 267 | $3.4B | 39,686,453 | 29 | 83 | 86 | 0.1% |
| Q3 2024 | 255 | $3.2B | 39,439,281 | 38 | 78 | 85 | 0.1% |
| Q2 2024 | 235 | $2.5B | 39,499,082 | 27 | 77 | 67 | 0.0% |
| Q1 2024 | 223 | $2.6B | 39,760,458 | 16 | 59 | 87 | 0.1% |
| Q4 2023 | 221 | $2.6B | 39,567,158 | 25 | 61 | 75 | 0.0% |
| Q3 2023 | 211 | $1.9B | 36,423,056 | 26 | 55 | 72 | 0.1% |
| Q2 2023 | 199 | $1.5B | 36,873,990 | 18 | 82 | 62 | 0.1% |
| Q1 2023 | 202 | $2.0B | 35,709,985 | 25 | 75 | 64 | 0.0% |
| Q4 2022 | 193 | $2.1B | 30,303,756 | 16 | 60 | 71 | 0.0% |
| Q3 2022 | 261 | $2.8B | 34,876,902 | 29 | 83 | 81 | 0.0% |
| Q2 2022 | 241 | $2.8B | 35,098,632 | 18 | 69 | 89 | 0.1% |
| Q1 2022 | 252 | $3.4B | 35,407,769 | 36 | 72 | 79 | 0.1% |
| Q4 2021 | 231 | $2.9B | 34,074,975 | 21 | 67 | 75 | 0.0% |
| Q3 2021 | 212 | $2.6B | 33,553,434 | 26 | 54 | 77 | 0.0% |
| Q2 2021 | 202 | $2.2B | 32,924,306 | 20 | 61 | 67 | 0.0% |
| Q1 2021 | 192 | $1.9B | 31,695,914 | 29 | 49 | 73 | 0.0% |
| Q4 2020 | 178 | $1.2B | 29,897,979 | 24 | 62 | 45 | 0.1% |
| Q3 2020 | 161 | $991.7M | 29,110,575 | 19 | 40 | 58 | 0.0% |
| Q2 2020 | 163 | $1.1B | 29,762,600 | 19 | 63 | 55 | 0.1% |
| Q1 2020 | 159 | $849.4M | 28,954,072 | 35 | 55 | 44 | 0.0% |
| Q4 2019 | 146 | $1.0B | 27,217,357 | 20 | 47 | 36 | 0.0% |
| Q3 2019 | 144 | $856.1M | 25,799,267 | 13 | 43 | 37 | 0.1% |
| Q2 2019 | 155 | $871.7M | 25,431,011 | 19 | 54 | 28 | 0.0% |
| Q1 2019 | 157 | $864.5M | 25,592,706 | 23 | 49 | 38 | 0.0% |
| Q4 2018 | 151 | $841.7M | 26,406,045 | 4 | 2 | 2 | 0.0% |