ServisFirst Bancshares Inc (SFBS) Ownership

63.04 ↑0.42 (0.67%)

As of April 24, 2024, 4:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of ServisFirst Bancshares Inc (SFBS), owning a total of 7.8 million shares. Combined, the top 26 institutional holders of SFBS own 63.39% of the company with a total of 34.5 million shares.

In the latest ownership report on December 31st 2023, the top 26 institutional holders increased their combined ownership of SFBS by 1.4 million shares. 14 institutions bought 1,778,193 total additional shares and increased their ownership by an average of 12.48%. However 6 institutions sold 336,446 total shares and decreased their ownership by an average of 4.44%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of ServisFirst Bancshares increased by a net total of 1,441,747 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	14.374%	4.245%	7,832,493	318,955	2023-12-31
Vanguard Group Inc	10.054%	0.882%	5,478,138	47,885	2023-12-31
Kayne Anderson Rudnick Investment Management LLC	5.978%	-5.381%	3,257,068	-185,244	2023-12-31
State Street Corporation	4.270%	9.656%	2,326,725	204,888	2023-12-31
Davis Asset Management, L.P.	3.023%	82.292%	1,647,124	743,562	2023-12-31
JPMorgan Chase & Co	2.790%	-3.878%	1,520,123	-61,336	2023-12-31
Welch Group, LLC	2.385%	-0.191%	1,299,473	-2,484	2023-12-31
Dimensional Fund Advisors, Inc.	2.086%	4.357%	1,136,579	47,457	2023-12-31
Champlain Investment Partners, LLC	1.971%	8.580%	1,074,152	84,883	2023-12-31
Geode Capital Management, LLC	1.948%	4.821%	1,061,560	48,820	2023-12-31
Principal Financial Group Inc	1.675%	-3.394%	912,769	-32,068	2023-12-31
Wasatch Advisors Inc.	1.536%	5.132%	837,189	40,866	2023-12-31
Morgan Stanley - Brokerage Accounts	1.158%	11.709%	630,929	66,133	2023-12-31
Northern Trust Corp	1.137%	1.939%	619,558	11,784	2023-12-31
NORGES BANK	0.994%	19.974%	541,844	90,208	2023-12-31
Bank of New York Mellon Corp	0.891%	-3.208%	485,511	-16,090	2023-12-31
Bragg Financial Advisors Inc	0.749%	0.341%	408,341	1,387	2023-12-31
Charles Schwab Investment Management Inc	0.740%	3.796%	403,032	14,739	2023-12-31
T. Rowe Price Associates, Inc.	0.715%	16.995%	389,817	56,626	2023-12-31
Wells Fargo & Co	0.606%	-10.615%	330,279	-39,224	2023-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	14.374%	4.245%	7,832,493	318,955	2023-12-31
Vanguard Group Inc	10.054%	0.882%	5,478,138	47,885	2023-12-31
Kayne Anderson Rudnick Investment Management LLC	5.978%	-5.381%	3,257,068	-185,244	2023-12-31
State Street Corporation	4.270%	9.656%	2,326,725	204,888	2023-12-31
Davis Asset Management, L.P.	3.023%	82.292%	1,647,124	743,562	2023-12-31
JPMorgan Chase & Co	2.790%	-3.878%	1,520,123	-61,336	2023-12-31
Welch Group, LLC	2.385%	-0.191%	1,299,473	-2,484	2023-12-31
Dimensional Fund Advisors, Inc.	2.086%	4.357%	1,136,579	47,457	2023-12-31
Champlain Investment Partners, LLC	1.971%	8.580%	1,074,152	84,883	2023-12-31
Geode Capital Management, LLC	1.948%	4.821%	1,061,560	48,820	2023-12-31
DAVIS CAPITAL PARTNERS, LLC	1.841%	0.000%	1,000,000	0	2022-06-30
Principal Financial Group Inc	1.675%	-3.394%	912,769	-32,068	2023-12-31
Wasatch Advisors Inc.	1.536%	5.132%	837,189	40,866	2023-12-31
Morgan Stanley - Brokerage Accounts	1.158%	11.709%	630,929	66,133	2023-12-31
Northern Trust Corp	1.137%	1.939%	619,558	11,784	2023-12-31
NORGES BANK	0.994%	19.974%	541,844	90,208	2023-12-31
Bank of New York Mellon Corp	0.891%	-3.208%	485,511	-16,090	2023-12-31
Bragg Financial Advisors Inc	0.749%	0.341%	408,341	1,387	2023-12-31
Charles Schwab Investment Management Inc	0.740%	3.796%	403,032	14,739	2023-12-31
T. Rowe Price Associates, Inc.	0.715%	16.995%	389,817	56,626	2023-12-31
Wells Fargo & Co	0.606%	-10.615%	330,279	-39,224	2023-12-31
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
Jarislowsky Fraser Ltd	0.497%	-0.112%	270,644	-303	2023-09-30
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 3.3 million shares. Combined, the top 32 mutual fund holders of SFBS own 42.67% of the company with a total of 23.2 million shares.

In the latest ownership report on March 28th 2024, the top 32 fund holders increased their combined ownership of SFBS by 13 thousand shares. 2 funds bought 1,048 total additional shares and increased their ownership by an average of 0.08%. However 3 funds sold 14,019 total shares and decreased their ownership by an average of 0.36%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding ServisFirst Bancshares decreased by a net total of -12,971 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	6.072%	-0.352%	3,308,635	-11,677	2024-03-28
iShares Russell 2000 ETF	2.291%	0.048%	1,248,325	603	2024-03-28
SPDR® Portfolio S&P 600 Sm Cap ETF	0.796%	0.103%	433,907	445	2024-03-28
iShares S&P Small-Cap 600 Value ETF	0.598%	-0.653%	325,916	-2,141	2024-03-28
iShares Russell 2000 Value ETF	0.581%	-0.063%	316,731	-201	2024-03-28

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	6.072%	-0.352%	3,308,635	-11,677	2024-03-28
Virtus KAR Small-Cap Growth I	4.218%	-7.264%	2,298,065	-180,000	2023-12-31
Vanguard Total Stock Mkt Idx Inv	2.831%	-0.308%	1,542,384	-4,758	2024-02-29
Vanguard Instl Ttl Stck Mkt Idx Tr	2.767%	0.963%	1,506,057	14,363	2023-03-31
Vanguard Small Cap Index	2.318%	0.937%	1,262,812	11,720	2024-02-29
iShares Russell 2000 ETF	2.291%	0.048%	1,248,325	603	2024-03-28
Champlain Small Company Fund, LLC	2.007%	17.201%	1,093,557	160,497	2024-02-29
JPM US Small Cap Core-Composite	1.593%	-6.012%	868,000	-55,520	2023-12-31
JPMorgan Small Cap Equity A	1.578%	0.000%	859,557	0	2024-02-29
Vanguard Institutional Extnd Mkt Idx Tr	1.326%	0.076%	722,313	550	2024-02-29
Vanguard Extended Market Index Investor	1.244%	-0.018%	676,731	-124	2023-08-31
Fidelity Small Cap Index	0.947%	1.621%	516,248	8,235	2024-01-31
iShares S&P Small-Cap 600 Growth ETF	0.915%	0.000%	498,293	0	2023-11-30
Fidelity® Small Cap Index	0.879%	2.339%	478,627	10,939	2023-09-30
Champlain Small Company Adv	0.808%	12.878%	440,000	50,200	2023-12-31
SPDR® Portfolio S&P 600 Sm Cap ETF	0.796%	0.103%	433,907	445	2024-03-28
Vanguard Small Cap Value Index Inv	0.792%	0.982%	431,635	4,197	2024-02-29
Wasatch Small Cap Value	0.791%	0.000%	430,898	0	2023-12-31
iShares Russell 2000 Growth ETF	0.724%	-0.361%	393,139	-1,425	2023-06-21
FPA Queens Road Small Cap Value Inv	0.706%	0.000%	384,754	0	2023-12-31
SPDR® S&P Regional Banking ETF	0.707%	1.740%	384,735	6,578	2023-08-31
Vanguard Tax-Managed Small Cap Adm	0.702%	0.000%	382,748	0	2024-02-29
DFA US Small Cap I	0.689%	0.000%	375,160	0	2024-02-29
Vanguard Small Cap Growth Index Inv	0.650%	1.679%	354,318	5,850	2024-02-29
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	0.598%	-0.653%	325,916	-2,141	2024-03-28
iShares Russell 2000 Value ETF	0.581%	-0.063%	316,731	-201	2024-03-28
Principal Small-MidCap Dividend Inc Inst	0.569%	6.952%	309,042	20,089	2023-05-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.504%	0.073%	273,781	200	2022-11-30
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