ServisFirst Bancshares Inc (SFBS) Ownership

92.73 ↓0.93 (-0.99%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of ServisFirst Bancshares Inc (SFBS), owning a total of 7.7 million shares. Combined, the top 28 institutional holders of SFBS own 68.54% of the company with a total of 37.4 million shares.

In the latest ownership report on September 30th 2024, the top 28 institutional holders decreased their combined ownership of SFBS by 8 thousand shares. 1 institutions bought 108,088 total additional shares and increased their ownership by an average of 11.63%. However 1 institutions sold 116,259 total shares and decreased their ownership by an average of 9.26%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of ServisFirst Bancshares decreased by a net total of -8,171 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Welch Group, LLC	2.088%	-9.260%	1,139,239	-116,259	2024-09-30
Principal Financial Group Inc	1.902%	11.629%	1,037,557	108,088	2024-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	14.102%	-0.782%	7,692,972	-60,632	2024-06-30
Vanguard Group Inc	10.320%	-1.231%	5,629,510	-70,135	2024-06-30
Kayne Anderson Rudnick Investment Management LLC	5.307%	-10.105%	2,894,908	-325,409	2024-06-30
State Street Corp	4.246%	2.481%	2,316,455	56,086	2024-06-30
State Street Corporation	4.145%	-2.852%	2,260,369	-66,356	2024-03-31
JPMorgan Chase & Co	2.839%	2.715%	1,548,558	40,930	2024-06-30
Champlain Investment Partners, LLC	2.605%	-1.245%	1,420,952	-17,920	2024-06-30
Dimensional Fund Advisors, Inc.	2.256%	3.039%	1,230,925	36,302	2024-06-30
Morgan Stanley - Brokerage Accounts	2.166%	-2.798%	1,181,316	-34,004	2024-06-30
Welch Group, LLC	2.088%	-9.260%	1,139,239	-116,259	2024-09-30
Geode Capital Management, LLC	2.078%	3.389%	1,133,795	37,162	2024-06-30
Principal Financial Group Inc	1.902%	11.629%	1,037,557	108,088	2024-09-30
DAVIS CAPITAL PARTNERS, LLC	1.841%	0.000%	1,000,000	0	2022-06-30
Wasatch Advisors Inc.	1.536%	5.132%	837,189	40,866	2023-12-31
Davis Asset Management, L.P.	1.510%	0.000%	823,562	0	2024-06-30
Wasatch Advisors LP	1.145%	-14.394%	624,503	-105,005	2024-06-30
Northern Trust Corp	1.093%	-1.750%	596,017	-10,617	2024-06-30
NORGES BANK	0.961%	-3.284%	524,052	-17,792	2024-06-30
Bank of New York Mellon Corp	0.867%	1.601%	472,799	7,450	2024-06-30
Charles Schwab Investment Management Inc	0.821%	7.238%	447,974	30,237	2024-06-30
Bragg Financial Advisors Inc	0.751%	0.222%	409,462	907	2024-06-30
Jarislowsky Fraser Ltd	0.718%	-1.643%	391,797	-6,543	2024-06-30
Wells Fargo & Co	0.681%	2.878%	371,602	10,396	2024-06-30
T. Rowe Price Associates, Inc.	0.598%	-16.423%	325,796	-64,021	2024-03-31
CapTrust Financial Advisors	0.595%	-0.318%	322,942	-1,029	2022-06-30
FMR Inc	0.580%	-56.073%	315,683	-402,966	2023-03-31
Amvescap Plc.	0.418%	-14.820%	227,245	-39,536	2022-09-30
Ameriprise Financial Inc	0.374%	-1.534%	202,986	-3,163	2022-06-30

Mutual Fund Ownership

iShares Core S&P Small-Cap ETF is the biggest individual fund holder of ServisFirst Bancshares Inc (SFBS), owning a total of 3.2 million shares. Combined, the top 35 mutual fund holders of SFBS own 42.98% of the company with a total of 23.4 million shares.

In the latest ownership report on October 31st 2024, the top 35 fund holders increased their combined ownership of SFBS by 3 thousand shares. 2 funds bought 6,192 total additional shares and increased their ownership by an average of 0.43%. However 1 funds sold 2,940 total shares and decreased their ownership by an average of 0.22%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding ServisFirst Bancshares increased by a net total of 3,252 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	5.861%	0.089%	3,197,176	2,832	2024-10-31
iShares Russell 2000 ETF	2.396%	-0.224%	1,307,085	-2,940	2024-10-31
SPDR® Portfolio S&P 600™ Sm Cap ETF	0.815%	0.762%	444,613	3,360	2024-10-31
iShares Russell 2000 Value ETF	0.632%	0.000%	344,746	0	2024-10-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	5.861%	0.089%	3,197,176	2,832	2024-10-31
Virtus KAR Small-Cap Growth I	3.747%	-11.053%	2,044,065	-254,000	2024-06-30
Vanguard Total Stock Mkt Idx Inv	2.834%	0.102%	1,545,943	1,582	2024-09-30
Vanguard Instl Ttl Stck Mkt Idx Tr	2.767%	0.963%	1,506,057	14,363	2023-03-31
iShares Russell 2000 ETF	2.396%	-0.224%	1,307,085	-2,940	2024-10-31
Vanguard Small Cap Index	2.251%	-1.083%	1,228,069	-13,440	2024-09-30
Champlain Small Company Fund, LLC	1.794%	-0.003%	978,425	-30	2024-09-30
Vanguard Institutional Extnd Mkt Idx Tr	1.376%	1.304%	750,747	9,664	2024-09-30
Vanguard Extended Market Index Investor	1.244%	-0.018%	676,731	-124	2023-08-31
Champlain Small Company Adv	1.054%	-2.542%	575,000	-15,000	2024-06-30
Fidelity Small Cap Index	0.953%	-2.454%	519,764	-13,073	2024-08-31
iShares S&P Small-Cap 600 Growth ETF	0.915%	0.000%	498,293	0	2023-11-30
JPM Small Cap Equity-MA	0.889%	-42.726%	485,088	-361,868	2024-09-30
JPM US Small Cap Core-Composite	0.889%	-42.726%	485,088	-361,868	2024-09-30
JPMorgan Small Cap Equity A	0.889%	-10.349%	485,088	-55,999	2024-09-30
Fidelity® Small Cap Index	0.879%	2.339%	478,627	10,939	2023-09-30
SPDR® Portfolio S&P 600™ Sm Cap ETF	0.815%	0.762%	444,613	3,360	2024-10-31
SPDR® Portfolio S&P 600 Sm Cap ETF	0.794%	-0.144%	432,585	-623	2024-05-30
Vanguard Small Cap Value Index Inv	0.762%	-0.029%	415,918	-121	2024-09-30
iShares Russell 2000 Growth ETF	0.724%	-0.361%	393,139	-1,425	2023-06-21
FPA Queens Road Small Cap Value Inv	0.705%	0.000%	384,754	0	2024-09-30
SPDR® S&P Regional Banking ETF	0.707%	1.740%	384,735	6,578	2023-08-31
Wasatch Small Cap Value	0.691%	15.692%	376,687	51,091	2024-09-30
Vanguard Tax-Managed Small Cap Adm	0.666%	1.578%	363,105	5,641	2024-09-30
Principal Small-MidCap Dividend Inc Inst	0.649%	8.768%	354,115	28,546	2024-09-30
DFA US Small Cap I	0.637%	0.000%	347,400	0	2024-09-30
iShares Russell 2000 Value ETF	0.632%	0.000%	344,746	0	2024-10-31
Vanguard Small Cap Growth Index Inv	0.630%	-0.445%	343,632	-1,536	2024-08-31
Old Westbury Small & Mid Cap Strategies	0.624%	0.000%	340,000	0	2024-07-31
FPA Queens Road Small Cap Value	0.624%	14.734%	339,754	43,631	2023-06-30
iShares S&P Small-Cap 600 Value ETF	0.574%	-0.086%	313,053	-270	2024-05-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.572%	0.000%	311,511	0	2024-05-31
SPDR® S&P 600 Small Cap Growth ETF	0.489%	0.337%	265,719	892	2022-11-30
Fidelity® Series Small Cap Opps	0.480%	0.000%	261,042	0	2022-12-31
Fidelity Advisor® Small Cap I	0.471%	0.000%	256,400	0	2022-12-31