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Institutional Ownership · SEC Form 13F

Who owns SFBS (SFBS)


Which tracked institutional funds hold SFBS, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SFBS company fundamentals →

Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

345
Institutional holders
38,093,263
Shares held (tracked funds)
69.7%
Of shares outstanding

How the tape is positioned

89 tracked funds added or opened SFBS while 49 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

SFBS’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes SFBS more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in SFBS divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2025-Q4 and 2026-Q1, across 345 tracked filers holding SFBS, 209 increased or opened the position and 135 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in SFBS between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 26

  • VANGUARD PORTFOLIO MANAGEMENT LLC$246M
  • VANGUARD CAPITAL MANAGEMENT LLC$166M
  • Copeland Capital Management, LLC$55M
  • Arete Wealth Advisors, LLC$44M
  • VANGUARD FIDUCIARY TRUST CO$26M
  • BOOTHBAY FUND MANAGEMENT, LLC$8M

Full exits 14

  • VANGUARD GROUP INC$431M
  • Champlain Investment Partners, LLC$113M
  • NewEdge Advisors, LLC$66M
  • Clarkston Capital Partners, LLC$9M
  • HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$4M
  • Edgestream Partners, L.P.$3M

Largest adds

  • GOLDMAN SACHS GROUP INC$31M
  • JANUS HENDERSON GROUP PLC$12M
  • Brevan Howard Capital Management LP$11M
  • VICTORY CAPITAL MANAGEMENT INC$11M
  • ENVESTNET ASSET MANAGEMENT INC$10M
  • Nuveen, LLC$9M

Largest trims

  • BlackRock, Inc.$139M
  • DEPRINCE RACE & ZOLLO INC$21M
  • MILLENNIUM MANAGEMENT LLC$15M
  • KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$14M
  • Creative Planning$11M
  • WELLS FARGO & COMPANY/MN$6M

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
BlackRock, Inc. trimmed5,424,455$395M11.7%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new3,371,184$246M7.3%2026-Q1
STATE STREET CORP added2,538,231$185M5.5%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new2,282,033$166M4.9%2026-Q1
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC trimmed1,360,003$99M2.9%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added1,224,643$89M2.6%2026-Q1
DIMENSIONAL FUND ADVISORS LP added1,133,669$83M2.4%2026-Q1
JPMORGAN CHASE & CO trimmed1,035,620$75M2.2%2026-Q1
PRINCIPAL FINANCIAL GROUP INC trimmed984,937$72M2.1%2026-Q1
Welch Group, LLC trimmed975,931$71M2.1%2026-Q1
Davis Asset Management, L.P. added910,376$66M2.0%2026-Q1
VICTORY CAPITAL MANAGEMENT INC added877,405$64M1.9%2026-Q1
GOLDMAN SACHS GROUP INC added833,586$61M1.8%2026-Q1
Copeland Capital Management, LLC new753,526$55M1.6%2026-Q1
NORGES BANK trimmed589,235$49M1.4%2026-Q1
NORTHERN TRUST CORP added643,281$47M1.4%2026-Q1
MORGAN STANLEY trimmed631,090$46M1.4%2026-Q1
Arete Wealth Advisors, LLC added457,892$44M1.3%2026-Q1
FIRST TRUST ADVISORS LP trimmed562,559$41M1.2%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added560,392$41M1.2%2026-Q1
WASATCH ADVISORS LP added552,153$40M1.2%2026-Q1
Bragg Financial Advisors, Inc added440,834$32M0.9%2026-Q1
1832 Asset Management L.P. added425,687$31M0.9%2026-Q1
Bank of New York Mellon Corp trimmed404,290$29M0.9%2026-Q1
VANGUARD FIDUCIARY TRUST CO new351,400$26M0.8%2026-Q1
WELLS FARGO & COMPANY/MN trimmed270,493$20M0.6%2026-Q1
Nuveen, LLC added241,342$18M0.5%2026-Q1
RAYMOND JAMES FINANCIAL INC added235,047$17M0.5%2026-Q1
DEPRINCE RACE & ZOLLO INC trimmed233,777$17M0.5%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added214,015$16M0.5%2026-Q1
Qube Research & Technologies Ltd added205,157$15M0.4%2026-Q1
SEI INVESTMENTS CO added195,355$14M0.4%2026-Q1
JANUS HENDERSON GROUP PLC added190,651$14M0.4%2026-Q1
Public Sector Pension Investment Board added179,803$13M0.4%2026-Q1
D. E. Shaw & Co., Inc. added177,692$13M0.4%2026-Q1
Brevan Howard Capital Management LP added170,000$12M0.4%2026-Q1
JACOBS ASSET MANAGEMENT, LLC added150,000$11M0.3%2026-Q1
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC trimmed142,862$10M0.3%2026-Q1
LOOMIS SAYLES & CO L P added140,917$10M0.3%2026-Q1
AMERICAN CENTURY COMPANIES INC added137,882$10M0.3%2026-Q1
Waverly Advisors, LLC trimmed136,429$10M0.3%2026-Q1
RHUMBLINE ADVISERS trimmed135,944$10M0.3%2026-Q1
BANK OF AMERICA CORP /DE/ added135,140$10M0.3%2026-Q1
Invesco Ltd. trimmed116,622$8M0.3%2026-Q1
Legal & General Group Plc trimmed115,500$8M0.2%2026-Q1
Arlington Trust Co LLC added113,765$8M0.2%2026-Q1
CITADEL ADVISORS LLC trimmed113,656$8M0.2%2026-Q1
BOOTHBAY FUND MANAGEMENT, LLC added113,234$8M0.2%2026-Q1
AMERIPRISE FINANCIAL INC trimmed112,432$8M0.2%2026-Q1
Swiss National Bank102,368$7M0.2%2026-Q1
STIFEL FINANCIAL CORP added98,214$7M0.2%2026-Q1
UBS Group AG trimmed95,946$7M0.2%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added92,163$7M0.2%2026-Q1
LEAVELL INVESTMENT MANAGEMENT, INC.90,854$7M0.2%2026-Q1
Russell Investments Group, Ltd. added89,375$7M0.2%2026-Q1
TUDOR INVESTMENT CORP ET AL trimmed89,271$7M0.2%2026-Q1
California Public Employees Retirement System added88,749$6M0.2%2026-Q1
Fisher Asset Management, LLC added88,202$6M0.2%2026-Q1
PRUDENTIAL FINANCIAL INC added87,086$6M0.2%2026-Q1
JANE STREET GROUP, LLC added85,696$6M0.2%2026-Q1
Creative Planning trimmed82,405$6M0.2%2026-Q1
FJ Capital Management LLC new79,906$6M0.2%2026-Q1
MITCHELL MCLEOD PUGH & WILLIAMS INC78,063$6M0.2%2026-Q1
Squarepoint Ops LLC added76,738$6M0.2%2026-Q1
FEDERATED HERMES, INC. added71,580$5M0.2%2026-Q1
AQR CAPITAL MANAGEMENT LLC added68,024$5M0.1%2026-Q1
EverSource Wealth Advisors, LLC added58,070$5M0.1%2026-Q1
TrueWealth Advisors, LLC65,463$5M0.1%2026-Q1
ALLIANCEBERNSTEIN L.P. trimmed66,283$5M0.1%2026-Q1
PEREGRINE CAPITAL MANAGEMENT LLC trimmed64,980$5M0.1%2026-Q1
ALGERT GLOBAL LLC added61,903$5M0.1%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ added59,024$4M0.1%2026-Q1
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added57,451$4M0.1%2026-Q1
VANGUARD ASSET MANAGEMENT, Ltd new50,934$4M0.1%2026-Q1
MILLENNIUM MANAGEMENT LLC trimmed48,904$4M0.1%2026-Q1
DEUTSCHE BANK AG\ added48,041$3M0.1%2026-Q1
LOS ANGELES CAPITAL MANAGEMENT LLC added46,095$3M0.1%2026-Q1
PMC FIG Opportunities LLC added45,593$3M0.1%2026-Q1
CANADA LIFE ASSURANCE Co trimmed45,020$3M0.1%2026-Q1
Blue Trust, Inc. trimmed44,526$3M0.1%2026-Q1
HighTower Advisors, LLC trimmed42,342$3M0.1%2026-Q1
Vest Financial, LLC added40,842$3M0.1%2026-Q1
ROYAL BANK OF CANADA added40,511$3M0.1%2026-Q1
LPL Financial LLC trimmed39,676$3M0.1%2026-Q1
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC added37,991$3M0.1%2026-Q1
BNP PARIBAS FINANCIAL MARKETS added37,755$3M0.1%2026-Q1
WEDGE CAPITAL MANAGEMENT L L P/NC trimmed37,516$3M0.1%2026-Q1
CITIGROUP INC trimmed36,468$3M0.1%2026-Q1
Cetera Investment Advisers added36,343$3M0.1%2026-Q1
VANGUARD GROUP INC added6,003,981$431M12.7%2025-Q4 stale
Champlain Investment Partners, LLC trimmed1,568,859$113M3.3%2025-Q4 stale
Stonegate Investment Group, LLC trimmed919,701$74M2.2%2025-Q3 stale
NewEdge Advisors, LLC added919,505$66M1.9%2025-Q4 stale
JARISLOWSKY, FRASER Ltd trimmed303,115$24M0.7%2025-Q3 stale
Gotham Asset Management, LLC added722,950$17M0.5%2025-Q2 stale
Ceredex Value Advisors LLC trimmed167,750$14M0.4%2025-Q3 stale
Clarkston Capital Partners, LLC120,000$9M0.3%2025-Q4 stale
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND added55,274$4M0.1%2025-Q4 stale
Edgestream Partners, L.P. trimmed47,544$3M0.1%2025-Q4 stale
Cresset Asset Management, LLC trimmed31,551$3M0.1%2025-Q1 stale

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership