ServisFirst Bancshares Ownership | Who Owns ServisFirst Bancshares?


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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


TypeName% Inst% Insiders% Retail
StockServisFirst Bancshares70.90%7.40%21.70%
SectorFinancial Services Stocks 43.60%12.77%43.63%
IndustryRegional Banks Stocks49.77%11.61%38.62%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock7.69M14.12%$486.12M
Vanguard group5.63M10.33%$355.73M
Kayne anderson rudnick investment management2.89M5.31%$182.93M
State street2.32M4.25%$146.38M
Jpmorgan chase1.55M2.84%$97.85M
Champlain investment partners1.42M2.61%$89.79M
Welch group1.26M2.30%$79.33M
Dimensional fund advisors lp1.23M2.26%$77.77M
Geode capital management1.13M2.08%$71.66M
Stonegate investment group953.10K1.75%$60.23M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Welch group1.26M3.81%$79.33M
Jacobs asset management60.00K2.41%$3.79M
Davis asset management823.56K2.34%$52.04M
Stonegate investment group953.10K1.74%$60.23M
Truewealth advisors65.84K1.54%$4.16M
Mitchell mcleod pugh & williams81.57K1.18%$5.15M
Bragg financial advisors409.46K1.15%$25.87M
Smith thornton advisors19.18K0.89%$1.21M
Cedar wealth management35.45K0.73%$2.24M
Hhm wealth advisors70.47K0.67%$4.45M

Top Buyers

HolderShares% AssetsChange
Stonegate investment group953.10K1.74%901.08K
Norges bank524.05K0.00%524.05K
Hhm wealth advisors70.47K0.67%70.47K
Millennium management94.19K0.00%60.78K
State street2.32M0.01%56.09K

Top Sellers

HolderShares% AssetsChange
Kayne anderson rudnick investment management2.89M0.45%-325.41K
Wasatch advisors lp624.50K0.21%-105.00K
Vanguard group5.63M0.01%-70.14K
Blackrock7.69M0.01%-60.63K
Citadel advisors2.50K--53.09K

New Positions

HolderShares% AssetsChangeValue
Norges bank524.05K0.00%524.05K$33.11M
Hhm wealth advisors70.47K0.67%70.47K$4.45M
Marshall wace, llp42.73K0.00%42.73K$2.70M
Boothbay fund management31.00K0.05%31.00K$1.96M
Corebridge financial29.36K0.01%29.36K$1.86M

Sold Out

HolderChange
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


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 20242797.72%38,675,659-0.26%701.40%1386.98%9319.23%
Jun 30, 20242562.40%38,748,3853.79%711.51%12926.47%76-24.75%
Mar 31, 2024250-37,333,132-0.41%681.45%102-10.53%1018.60%
Dec 31, 20232504.60%37,485,1831.71%681.50%1149.62%932.20%
Sep 30, 20232394.82%36,854,795-2.36%671.41%104-12.61%9124.66%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
iShares Core S&P Small-Cap ETF3.20M5.86%2.83K
Virtus KAR Small-Cap Growth I2.04M3.75%-254.00K
Vanguard Total Stock Mkt Idx Inv1.54M2.82%-9.08K
iShares Russell 2000 ETF1.31M2.40%-2.94K
Vanguard Small Cap Index1.23M2.26%2.40K
Champlain Small Company Fund, LLC971.88K1.78%-6.54K
Vanguard Institutional Extnd Mkt Idx Tr750.75K1.38%9.66K
Champlain Small Company Adv575.00K1.05%-15.00K
Fidelity Small Cap Index519.76K0.95%-13.07K
JPM Small Cap Equity-MA485.09K0.89%-361.87K

Recent Insider Transactions


DateNameRoleActivityValue
Oct 24, 2024ABBOTT HENRY FULBROOK Chief Credit Officer, SVPSell$83.66K
Oct 24, 2024ABBOTT HENRY FULBROOK Chief Credit Officer, SVPSell$1.53K
Sep 18, 2024RUSHING RODNEY ELDON COO, EVPSell$1.94M
Sep 19, 2024RUSHING RODNEY ELDON COO, EVPSell$380.16K
Sep 19, 2024RUSHING RODNEY ELDON COO, EVPSell$1.35M

Insider Transactions Trends


DateBuySell
2024 Q4-2
2024 Q3-4
2024 Q2--
2024 Q1--
2023 Q4-1

SFBS Ownership FAQ


Who Owns ServisFirst Bancshares?

ServisFirst Bancshares shareholders are primarily institutional investors at 70.90%, followed by 7.40% insiders and 21.70% retail investors. The average institutional ownership in ServisFirst Bancshares's industry, Regional Banks Stocks, is 49.77%, which ServisFirst Bancshares exceeds.

Who owns the most shares of ServisFirst Bancshares?

ServisFirst Bancshares’s largest shareholders are Blackrock (7.69M shares, 14.12%), Vanguard group (5.63M shares, 10.33%), and Kayne anderson rudnick investment management (2.89M shares, 5.31%). Together, they hold 29.76% of ServisFirst Bancshares’s total shares outstanding.

Does Blackrock own ServisFirst Bancshares?

Yes, BlackRock owns 14.12% of ServisFirst Bancshares, totaling 7.69M shares as of Jun 2024. This represents 0.01% of BlackRock's total assets, with a market value of 486.12M$. In the last quarter, BlackRock decreased its holdings by -60.632K shares, a -0.78% change.

Who is ServisFirst Bancshares’s biggest shareholder by percentage of total assets invested?

Welch group is ServisFirst Bancshares’s biggest shareholder by percentage of total assets invested, with 3.81% of its assets in 1.26M ServisFirst Bancshares shares, valued at 79.33M$.

Who is the top mutual fund holder of ServisFirst Bancshares shares?

iShares Core S&P Small-Cap ETF is the top mutual fund holder of ServisFirst Bancshares shares, with 5.86% of its total shares outstanding invested in 3.2M ServisFirst Bancshares shares.

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