DaveManuel.com · Institutional Ownership · Who Owns It
SERVISFIRST BANCSHARES INC (SFBS)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
359
Reporting holders
$3.5B
Reported value
73.9%
Of shares outstanding
0.0%
Calls
0.0%
Puts
+13
Holder change
Institutions report 40,430,054 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.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
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 |
| T. Rowe Price Investment Management, Inc. | $50.9M | 586,868 | 0.03% | new | NEW |
| 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 |
| 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 |
| 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 | +5.9%+$1.4M |
| 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 |
| Public Sector Pension Investment Board | $15.0M | 172,755 | 0.04% | 31q | -3.9%-$611.4K |
| Fisher Asset Management, LLC | $14.3M | 165,284 | 0.00% | 31q | +87.4%+$6.7M |
| NewEdge Advisors, LLC | $13.2M | 152,464 | 0.04% | 13q | +26.3%+$2.8M |
| 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 | -2.7%-$263.7K |
| 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 |
| PRICE T ROWE ASSOCIATES INC /MD/ | $6.2M | 71,283 | 0.00% | 24q | +20.8%+$1.1M |
| TrueWealth Advisors, LLC | $5.7M | 65,463 | 1.28% | 23q | HELD |
| ALGERT GLOBAL LLC | $5.6M | 64,203 | 0.07% | 12q | +3.7%+$199.5K |
| 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 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $5.2M | 59,511 | 0.00% | 31q | +3.6%+$178.7K |
| 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 |
| SG Americas Securities, LLC | $4.7M | 53,796 | 0.00% | 6q | +56.1%+$1.7M |
| 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 |
| CANADA LIFE ASSURANCE Co | $3.7M | 42,785 | 0.01% | 27q | -5.0%-$193.9K |
| BNP PARIBAS FINANCIAL MARKETS | $3.7M | 42,434 | 0.00% | 31q | +12.4%+$405.9K |
| 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 |
| Thrivent Financial for Lutherans | $3.0M | 34,210 | 0.00% | 31q | -1.5%-$44.9K |
| 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 |
| EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | $2.9M | 32,950 | 0.34% | 31q | HELD |
| 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 incl. $494.5K options CALL | 21,911 | 0.00% | 26q | -38.1%-$1.5M |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-10-30 | 13G | Vanguard Capital Management | 5.0% |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-07-31 | Cashio J. Richard | Director | Sold | 11,500 | $1.0M |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 96 | $232.7M | 5,821,890 | 13 | 28 | 28 | 0.0% |
| Q2 2026 | 359 | $3.5B | 40,430,054 | 52 | 128 | 102 | 0.0% |
| Q1 2026 | 346 | $2.9B | 39,185,281 | 53 | 139 | 89 | 0.0% |
| Q4 2025 | 325 | $2.9B | 40,121,552 | 41 | 104 | 105 | 0.0% |
| Q3 2025 | 310 | $3.3B | 41,020,833 | 32 | 87 | 103 | 0.0% |
| Q2 2025 | 308 | $3.2B | 41,883,568 | 36 | 110 | 92 | 0.0% |
| Q1 2025 | 305 | $3.4B | 40,641,047 | 37 | 84 | 106 | 0.0% |
| Q4 2024 | 293 | $3.4B | 40,034,197 | 30 | 93 | 95 | 0.1% |
| Q3 2024 | 284 | $3.2B | 40,186,324 | 44 | 85 | 94 | 0.1% |
| Q2 2024 | 262 | $2.5B | 40,308,994 | 30 | 85 | 75 | 0.0% |
| Q1 2024 | 253 | $2.7B | 40,594,030 | 18 | 67 | 98 | 0.1% |
| Q4 2023 | 251 | $2.7B | 40,475,734 | 31 | 65 | 86 | 0.1% |
| Q3 2023 | 243 | $2.0B | 37,374,129 | 33 | 60 | 84 | 0.1% |
| Q2 2023 | 226 | $1.5B | 37,754,658 | 21 | 89 | 73 | 0.1% |
| Q1 2023 | 239 | $2.0B | 36,955,097 | 27 | 91 | 76 | 0.0% |
| Q4 2022 | 252 | $2.4B | 35,273,353 | 18 | 73 | 103 | 0.0% |
| Q3 2022 | 253 | $3.8B | 47,054,751 | 29 | 79 | 79 | 0.0% |
| Q2 2022 | 234 | $3.9B | 49,426,812 | 17 | 67 | 85 | 0.0% |
| Q1 2022 | 246 | $5.3B | 55,479,741 | 36 | 69 | 76 | 0.1% |
| Q4 2021 | 227 | $5.7B | 66,596,660 | 21 | 65 | 74 | 0.0% |
| Q3 2021 | 208 | $5.2B | 66,537,772 | 26 | 53 | 75 | 0.0% |
| Q2 2021 | 198 | $4.6B | 66,961,062 | 19 | 60 | 66 | 0.0% |
| Q1 2021 | 189 | $3.2B | 52,196,817 | 29 | 47 | 72 | 0.0% |
| Q4 2020 | 175 | $2.1B | 51,475,732 | 24 | 62 | 44 | 0.0% |
| Q3 2020 | 158 | $1.5B | 44,310,743 | 19 | 39 | 56 | 0.0% |
| Q2 2020 | 160 | $1.6B | 44,938,530 | 19 | 62 | 53 | 0.0% |
| Q1 2020 | 157 | $1.9B | 63,883,759 | 35 | 53 | 44 | 0.0% |
| Q4 2019 | 143 | $1.6B | 43,009,828 | 20 | 45 | 36 | 0.0% |
| Q3 2019 | 141 | $1.4B | 40,912,195 | 13 | 41 | 37 | 0.0% |
| Q2 2019 | 152 | $1.4B | 41,104,004 | 19 | 53 | 27 | 0.0% |
| Q1 2019 | 154 | $1.4B | 41,264,570 | 23 | 47 | 38 | 0.0% |
| Q4 2018 | 148 | $1.4B | 42,529,987 | 4 | 2 | 2 | 0.0% |