Who owns ServisFirst Bancshares (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-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
111 tracked funds added or opened SFBS while 56 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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, BlackRock, 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 conviction gap — its largest holder concentrates the name more heavily than the typical one.
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 2026-Q1 and 2026-Q2, across 329 tracked filers holding SFBS, 192 increased or opened the position and 164 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
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 2026-Q1 and 2026-Q2 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 13
- Walleye Capital LLC$23M
- NewEdge Advisors, LLC$13M
- Jupiter Topco LLC$11M
- Edgestream Partners, L.P.$5M
- KENNEDY CAPITAL MANAGEMENT LLC$5M
- Arkadios Wealth Advisors$4M
Full exits 34
- Arete Wealth Advisors, LLC$44M
- DEPRINCE RACE & ZOLLO INC$17M
- Qube Research & Technologies Ltd$15M
- JANUS HENDERSON GROUP PLC$14M
- FJ Capital Management LLC$6M
- CANADA LIFE ASSURANCE Co$3M
Largest adds
- BlackRock, Inc.$276M
- VANGUARD PORTFOLIO MANAGEMENT LLC$53M
- STATE STREET CORP$45M
- VANGUARD CAPITAL MANAGEMENT LLC$35M
- GEODE CAPITAL MANAGEMENT, LLC$23M
- DIMENSIONAL FUND ADVISORS LP$21M
Largest trims
- FIRST TRUST ADVISORS LP$15M
- Arlington Trust Co LLC$8M
- JANE STREET GROUP, LLC$6M
- KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$6M
- BOOTHBAY FUND MANAGEMENT, LLC$5M
- Brevan Howard Capital Management LP$5M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 7,733,810 | $671M | 20.3% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 3,437,080 | $298M | 9.0% | 2026-Q2 |
| STATE STREET CORP added | 2,650,366 | $230M | 7.0% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 2,320,653 | $201M | 6.1% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,298,464 | $113M | 3.4% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 1,197,156 | $104M | 3.1% | 2026-Q2 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC trimmed | 1,075,666 | $93M | 2.8% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 1,019,555 | $89M | 2.7% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 986,044 | $86M | 2.6% | 2026-Q2 |
| Welch Group, LLC trimmed | 959,733 | $83M | 2.5% | 2026-Q2 |
| Davis Asset Management, L.P. | 910,376 | $79M | 2.4% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 884,393 | $77M | 2.3% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 846,160 | $73M | 2.2% | 2026-Q2 |
| Copeland Capital Management, LLC trimmed | 737,503 | $64M | 1.9% | 2026-Q2 |
| NORTHERN TRUST CORP added | 671,061 | $58M | 1.8% | 2026-Q2 |
| NORGES BANK added | 652,928 | $57M | 1.7% | 2026-Q2 |
| MORGAN STANLEY trimmed | 577,649 | $50M | 1.5% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 573,221 | $50M | 1.5% | 2026-Q2 |
| WASATCH ADVISORS LP trimmed | 538,620 | $47M | 1.4% | 2026-Q2 |
| Bragg Financial Advisors, Inc added | 519,730 | $45M | 1.4% | 2026-Q2 |
| 1832 Asset Management L.P. added | 430,235 | $37M | 1.1% | 2026-Q2 |
| Bank of New York Mellon Corp added | 412,576 | $36M | 1.1% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 362,963 | $31M | 1.0% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 306,346 | $27M | 0.8% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 305,031 | $26M | 0.8% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 293,592 | $25M | 0.8% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 286,557 | $25M | 0.8% | 2026-Q2 |
| Nuveen, LLC added | 274,495 | $24M | 0.7% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 272,023 | $24M | 0.7% | 2026-Q2 |
| Walleye Capital LLC new | 267,292 | $23M | 0.7% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 244,419 | $21M | 0.6% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 205,188 | $18M | 0.5% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 203,011 | $18M | 0.5% | 2026-Q2 |
| LOOMIS SAYLES & CO L P added | 176,919 | $15M | 0.5% | 2026-Q2 |
| Public Sector Pension Investment Board trimmed | 172,755 | $15M | 0.5% | 2026-Q2 |
| Fisher Asset Management, LLC added | 165,284 | $14M | 0.4% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 152,464 | $13M | 0.4% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 142,209 | $12M | 0.4% | 2026-Q2 |
| Waverly Advisors, LLC added | 136,457 | $12M | 0.4% | 2026-Q2 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC trimmed | 135,602 | $12M | 0.4% | 2026-Q2 |
| Jupiter Topco LLC new | 131,915 | $11M | 0.3% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 122,870 | $11M | 0.3% | 2026-Q2 |
| Legal & General Group Plc trimmed | 115,173 | $10M | 0.3% | 2026-Q2 |
| JACOBS ASSET MANAGEMENT, LLC trimmed | 115,000 | $10M | 0.3% | 2026-Q2 |
| Invesco Ltd. trimmed | 111,249 | $10M | 0.3% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 109,392 | $9M | 0.3% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 105,917 | $9M | 0.3% | 2026-Q2 |
| Swiss National Bank added | 104,268 | $9M | 0.3% | 2026-Q2 |
| UBS Group AG added | 99,748 | $9M | 0.3% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 94,398 | $8M | 0.2% | 2026-Q2 |
| California Public Employees Retirement System added | 90,945 | $8M | 0.2% | 2026-Q2 |
| LEAVELL INVESTMENT MANAGEMENT, INC. added | 90,874 | $8M | 0.2% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 90,632 | $8M | 0.2% | 2026-Q2 |
| Creative Planning added | 90,559 | $8M | 0.2% | 2026-Q2 |
| Brevan Howard Capital Management LP trimmed | 86,044 | $7M | 0.2% | 2026-Q2 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC added | 78,083 | $7M | 0.2% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 73,928 | $6M | 0.2% | 2026-Q2 |
| FEDERATED HERMES, INC. added | 72,451 | $6M | 0.2% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 71,283 | $6M | 0.2% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 68,802 | $5M | 0.2% | 2026-Q2 |
| Savant Capital, LLC added | 66,284 | $5M | 0.2% | 2026-Q2 |
| TrueWealth Advisors, LLC | 65,463 | $6M | 0.2% | 2026-Q2 |
| ALGERT GLOBAL LLC added | 64,203 | $6M | 0.2% | 2026-Q2 |
| PEREGRINE CAPITAL MANAGEMENT LLC trimmed | 59,770 | $5M | 0.2% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 59,511 | $5M | 0.2% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 53,938 | $5M | 0.1% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC trimmed | 53,141 | $5M | 0.1% | 2026-Q2 |
| Edgestream Partners, L.P. added | 52,797 | $5M | 0.1% | 2026-Q2 |
| KENNEDY CAPITAL MANAGEMENT LLC new | 52,431 | $5M | 0.1% | 2026-Q2 |
| LOS ANGELES CAPITAL MANAGEMENT LLC added | 51,115 | $4M | 0.1% | 2026-Q2 |
| Arkadios Wealth Advisors new | 51,108 | $4M | 0.1% | 2026-Q2 |
| WEDGE CAPITAL MANAGEMENT L L P/NC added | 49,957 | $4M | 0.1% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 49,170 | $4M | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 46,598 | $4M | 0.1% | 2026-Q2 |
| LPL Financial LLC added | 44,569 | $4M | 0.1% | 2026-Q2 |
| Blue Trust, Inc. | 44,526 | $4M | 0.1% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 42,434 | $4M | 0.1% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 39,588 | $3M | 0.1% | 2026-Q2 |
| Engineers Gate Manager LP added | 38,624 | $3M | 0.1% | 2026-Q2 |
| DARK FOREST CAPITAL MANAGEMENT LP added | 37,255 | $3M | 0.1% | 2026-Q2 |
| XTX Topco Ltd added | 36,406 | $3M | 0.1% | 2026-Q2 |
| BOOTHBAY FUND MANAGEMENT, LLC trimmed | 36,359 | $3M | 0.1% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 36,247 | $3M | 0.1% | 2026-Q2 |
| Odyssean, LLC added | 36,082 | $3M | 0.1% | 2026-Q2 |
| Squarepoint Ops LLC trimmed | 35,681 | $3M | 0.1% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL trimmed | 35,537 | $3M | 0.1% | 2026-Q2 |
| Watchman Group, Inc. added | 34,939 | $3M | 0.1% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 33,969 | $3M | 0.1% | 2026-Q2 |
| Russell Investments Group, Ltd. trimmed | 33,753 | $3M | 0.1% | 2026-Q2 |
| REGIONS FINANCIAL CORP added | 31,341 | $3M | 0.1% | 2026-Q2 |
| MetLife Investment Management, LLC added | 30,537 | $3M | 0.1% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 28,437 | $2M | 0.1% | 2026-Q2 |
| BARCLAYS PLC trimmed | 28,005 | $2M | 0.1% | 2026-Q2 |
| GAMCO INVESTORS, INC. ET AL | 26,000 | $2M | 0.1% | 2026-Q2 |
| Illinois Municipal Retirement Fund trimmed | 25,807 | $2M | 0.1% | 2026-Q2 |
| HHM Wealth Advisors, LLC trimmed | 25,565 | $2M | 0.1% | 2026-Q2 |
| Quantinno Capital Management LP added | 25,468 | $2M | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 25,272 | $2M | 0.1% | 2026-Q2 |
| Holocene Advisors, LP trimmed | 25,017 | $2M | 0.1% | 2026-Q2 |
| LEVEL FOUR ADVISORY SERVICES, LLC added | 24,834 | $2M | 0.1% | 2026-Q2 |
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.
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.