ServisFirst Bancshares Ownership | Who Owns ServisFirst Bancshares?
ServisFirst Bancshares Ownership Summary
ServisFirst Bancshares is owned by 70.90% institutional investors, 7.40% insiders, and 21.70% retail investors. Blackrock is the largest institutional shareholder, holding 14.12% of SFBS shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 5.86% of its assets in ServisFirst Bancshares shares.
SFBS Ownership Benchmark
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | ServisFirst Bancshares | 70.90% | 7.40% | 21.70% |
Sector | Financial Services Stocks | 43.60% | 12.77% | 43.63% |
Industry | Regional Banks Stocks | 49.77% | 11.61% | 38.62% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
Holder | Shares | % Holding | Value |
---|---|---|---|
Blackrock | 7.69M | 14.12% | $486.12M |
Vanguard group | 5.63M | 10.33% | $355.73M |
Kayne anderson rudnick investment management | 2.89M | 5.31% | $182.93M |
State street | 2.32M | 4.25% | $146.38M |
Jpmorgan chase | 1.55M | 2.84% | $97.85M |
Champlain investment partners | 1.42M | 2.61% | $89.79M |
Welch group | 1.26M | 2.30% | $79.33M |
Dimensional fund advisors lp | 1.23M | 2.26% | $77.77M |
Geode capital management | 1.13M | 2.08% | $71.66M |
Stonegate investment group | 953.10K | 1.75% | $60.23M |
Top Institutional Shareholders by % of Total Assets
Holder | Shares | % Assets | Value |
---|---|---|---|
Welch group | 1.26M | 3.81% | $79.33M |
Jacobs asset management | 60.00K | 2.41% | $3.79M |
Davis asset management | 823.56K | 2.34% | $52.04M |
Stonegate investment group | 953.10K | 1.74% | $60.23M |
Truewealth advisors | 65.84K | 1.54% | $4.16M |
Mitchell mcleod pugh & williams | 81.57K | 1.18% | $5.15M |
Bragg financial advisors | 409.46K | 1.15% | $25.87M |
Smith thornton advisors | 19.18K | 0.89% | $1.21M |
Cedar wealth management | 35.45K | 0.73% | $2.24M |
Hhm wealth advisors | 70.47K | 0.67% | $4.45M |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Stonegate investment group | 953.10K | 1.74% | 901.08K |
Norges bank | 524.05K | 0.00% | 524.05K |
Hhm wealth advisors | 70.47K | 0.67% | 70.47K |
Millennium management | 94.19K | 0.00% | 60.78K |
State street | 2.32M | 0.01% | 56.09K |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
Kayne anderson rudnick investment management | 2.89M | 0.45% | -325.41K |
Wasatch advisors lp | 624.50K | 0.21% | -105.00K |
Vanguard group | 5.63M | 0.01% | -70.14K |
Blackrock | 7.69M | 0.01% | -60.63K |
Citadel advisors | 2.50K | - | -53.09K |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
Norges bank | 524.05K | 0.00% | 524.05K | $33.11M |
Hhm wealth advisors | 70.47K | 0.67% | 70.47K | $4.45M |
Marshall wace, llp | 42.73K | 0.00% | 42.73K | $2.70M |
Boothbay fund management | 31.00K | 0.05% | 31.00K | $1.96M |
Corebridge financial | 29.36K | 0.01% | 29.36K | $1.86M |
Sold Out
Holder | Change |
---|---|
Valued wealth advisors | -5.00 |
Bell investment advisors | -8.00 |
Innealta capital | -9.00 |
Valley national advisers | -20.00 |
Grayhawk investment strategies | -24.00 |
Institutional Ownership Trends
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
Sep 30, 2024 | 279 | 7.72% | 38,675,659 | -0.26% | 70 | 1.40% | 138 | 6.98% | 93 | 19.23% |
Jun 30, 2024 | 256 | 2.40% | 38,748,385 | 3.79% | 71 | 1.51% | 129 | 26.47% | 76 | -24.75% |
Mar 31, 2024 | 250 | - | 37,333,132 | -0.41% | 68 | 1.45% | 102 | -10.53% | 101 | 8.60% |
Dec 31, 2023 | 250 | 4.60% | 37,485,183 | 1.71% | 68 | 1.50% | 114 | 9.62% | 93 | 2.20% |
Sep 30, 2023 | 239 | 4.82% | 36,854,795 | -2.36% | 67 | 1.41% | 104 | -12.61% | 91 | 24.66% |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
iShares Core S&P Small-Cap ETF | 3.20M | 5.86% | 2.83K |
Virtus KAR Small-Cap Growth I | 2.04M | 3.75% | -254.00K |
Vanguard Total Stock Mkt Idx Inv | 1.54M | 2.82% | -9.08K |
iShares Russell 2000 ETF | 1.31M | 2.40% | -2.94K |
Vanguard Small Cap Index | 1.23M | 2.26% | 2.40K |
Champlain Small Company Fund, LLC | 971.88K | 1.78% | -6.54K |
Vanguard Institutional Extnd Mkt Idx Tr | 750.75K | 1.38% | 9.66K |
Champlain Small Company Adv | 575.00K | 1.05% | -15.00K |
Fidelity Small Cap Index | 519.76K | 0.95% | -13.07K |
JPM Small Cap Equity-MA | 485.09K | 0.89% | -361.87K |
Recent Insider Transactions
Date | Name | Role | Activity | Value |
---|---|---|---|---|
Oct 24, 2024 | ABBOTT HENRY FULBROOK | Chief Credit Officer, SVP | Sell | $83.66K |
Oct 24, 2024 | ABBOTT HENRY FULBROOK | Chief Credit Officer, SVP | Sell | $1.53K |
Sep 18, 2024 | RUSHING RODNEY ELDON | COO, EVP | Sell | $1.94M |
Sep 19, 2024 | RUSHING RODNEY ELDON | COO, EVP | Sell | $380.16K |
Sep 19, 2024 | RUSHING RODNEY ELDON | COO, EVP | Sell | $1.35M |
Insider Transactions Trends
Date | Buy | Sell |
---|---|---|
2024 Q4 | - | 2 |
2024 Q3 | - | 4 |
2024 Q2 | - | - |
2024 Q1 | - | - |
2023 Q4 | - | 1 |
SFBS Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools