Vault-13

SERVISFIRST BANCSHARES INC SFBS

COM · Common Stock · CUSIP 81768T108 · ISIN US81768T1088

309 institutional holders +3 vs Q1 2025
41,843,83841.8m shares reported held*
76.6% of all shares outstanding*
$3.2bnreported value*
36 new 126 added 105 reduced 30 sold out net bought ≈ $64.8m (+1.3m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($3.1m this quarter). Holder counts are more reliable. Shares outstanding: 54.6m as of 2025-07-29, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $76.60. Options: 1 managers hold calls ($0 notional), 1 hold puts ($0).

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

0200400Q3 22: 264Q4 22: 252Q1 23: 239Q2 23: 224Q3 23: 240Q4 23: 251Q1 24: 252Q2 24: 260Q3 24: 282Q4 24: 292Q1 25: 306Q2 25: 309309Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 2022264
Q4 2022252
Q1 2023239
Q2 2023224
Q3 2023240
Q4 2023251
Q1 2024252
Q2 2024260
Q3 2024282
Q4 2024292
Q1 2025306
Q2 2025309

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q3 23: 100 bought or addedQ3 23: 109 cut or sold outQ4 23: 107 bought or addedQ4 23: 119 cut or sold outQ4 23Q1 24: 102 bought or addedQ1 24: 122 cut or sold outQ2 24: 125 bought or addedQ2 24: 103 cut or sold outQ2 24Q3 24: 138 bought or addedQ3 24: 116 cut or sold outQ4 24: 130 bought or addedQ4 24: 130 cut or sold outQ4 24Q1 25: 129 bought or addedQ1 25: 139 cut or sold outQ2 25: 162 bought or addedQ2 25: 135 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 2023100109
Q4 2023107119
Q1 2024102122
Q2 2024125103
Q3 2024138116
Q4 2024130130
Q1 2025129139
Q2 2025162135

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$1m$2m$3mQ3 24 calls: $2.3mQ3 24 puts: $265.5kQ3 24P/C 0.12Q4 24 calls: $2.0mQ4 24 puts: $33.9kQ4 24P/C 0.02Q1 25 calls: $16.5kQ1 25 puts: $33.0kQ1 25P/C 2.00Q2 25 calls: $0Q2 25 puts: $0Q2 25P/C —
Numbers
QuarterCallsPutsP/C
Q3 2024$2.3m$265.5k0.12
Q4 2024$2.0m$33.9k0.02
Q1 2025$16.5k$33.0k2.00
Q2 2025$0$0—

Biggest buyers

Gotham Asset Management, LLC Added +612,798+612.8k
Champlain Investment Partners, LLC Added +349,177+349.2k
FIRST TRUST ADVISORS LP Added +228,187+228.2k
ROYAL BANK OF CANADA Added +198,017+198.0k
DEPRINCE RACE & ZOLLO INC Added +96,102+96.1k
UBS Group AG Added +87,820+87.8k
WELLS FARGO & COMPANY/MN Added +63,968+64.0k
WASATCH ADVISORS LP Added +56,663+56.7k
JPMORGAN CHASE & CO Added +47,926+47.9k
VANGUARD GROUP INC Added +45,572+45.6k

Biggest sellers

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC Reduced -212,887-212.9k
BlackRock, Inc. Reduced -204,895-204.9k
TOWNSQUARE CAPITAL LLC Reduced -83,700-83.7k
STATE STREET CORP Reduced -80,236-80.2k
MILLENNIUM MANAGEMENT LLC Reduced -78,855-78.9k
JANE STREET GROUP, LLC Reduced -75,446-75.4k
DANSKE BANK A/S Reduced -48,366-48.4k
Cresset Asset Management, LLC Sold out -31,551-31.6k
VOLORIDGE INVESTMENT MANAGEMENT, LLC Reduced -31,163-31.2k
Watchman Group, Inc. Sold out -30,526-30.5k

Biggest calls

Biggest puts

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
BlackRock, Inc. 13G · institution filed 2025-07-18 13.4% 7.3m≈ $634.3m 2025-07-18
VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 6.2% new 3.4m≈ $296.3m 2026-04-29

Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC)

Insider purchases and sales in Q2 2025

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
202Q3 23: 0 buyingQ3 23: 0 sellingQ4 23: 0 buyingQ4 23: 1 sellingQ4 23Q1 24: 0 buyingQ1 24: 0 sellingQ2 24: 0 buyingQ2 24: 0 sellingQ2 24Q3 24: 0 buyingQ3 24: 1 sellingQ4 24: 0 buyingQ4 24: 2 sellingQ4 24Q1 25: 0 buyingQ1 25: 2 sellingQ2 25: 0 buyingQ2 25: 0 sellingQ2 25
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q3 20230—0——
Q4 20230—1$308.9k—
Q1 20240—0——
Q2 20240—0——
Q3 20240—1$4.6m—
Q4 20240—2$1.4m—
Q1 20250—2$1.7m—
Q2 20250—0——

None reported in Q2 2025.

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BlackRock, Inc. 0.01% of their portfolio New York, NY 7,614,7857.6m $590.2m $590.2m 0.01% Reduced -204.9k -204,895
2 VANGUARD GROUP INC 0.01% of their portfolio Valley Forge, PA 5,947,8095.9m $461.0m $461.0m 0.01% Added +45.6k +45,572
3 Champlain Investment Partners, LLC 1.39% of their portfolio BURLINGTON, VT 2,566,5282.6m $198.9m $198.9m 1.39% Added +349.2k +349,177
4 STATE STREET CORP 0.01% of their portfolio BOSTON, MA 2,396,4042.4m $185.7m $185.7m 0.01% Reduced -80.2k -80,236
5 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0.40% of their portfolio LOS ANGELES, CA 2,136,8602.1m $165.6m $165.6m 0.40% Reduced -212.9k -212,887
6 GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio BOSTON, MA 1,177,7001.2m $91.3m $91.3m 0.01% Reduced -4.0k -3,993
7 DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio AUSTIN, TX 1,122,2581.1m $87.0m $87.0m 0.02% Reduced -2.7k -2,718
8 VICTORY CAPITAL MANAGEMENT INC 0.05% of their portfolio San Antonio, TX 1,063,1361.1m $82.4m $82.4m 0.05% Reduced -9.5k -9,478
9 PRINCIPAL FINANCIAL GROUP INC 0.04% of their portfolio DES MOINES, IA 1,057,5571.1m $82.0m $82.0m 0.04% Added +679 +679
10 Welch Group, LLC 3.16% of their portfolio BIRMINGHAM, AL 974,158974.2k $75.5m $75.5m 3.16% Reduced -27 -27
11 Stonegate Investment Group, LLC 1.83% of their portfolio BIRMINGHAM, AL 937,669937.7k $72.7m $72.7m 1.83% Reduced -1.4k -1,449
12 Davis Asset Management, L.P. 2.30% of their portfolio SAUSALITO, CA 763,562763.6k $59.2m $59.2m 2.30% Unchanged
13 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 762,392762.4k $59.1m $59.1m 0.00% Added +47.9k +47,926
14 Gotham Asset Management, LLC 0.10% of their portfolio NEW YORK, NY 722,950723.0k $17.0m $17.0m 0.10% Added +612.8k +612,798
15 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 642,889642.9k $49.8m $49.8m 0.00% Added +878 +878
16 NORTHERN TRUST CORP 0.01% of their portfolio CHICAGO, IL 627,781627.8k $48.7m $48.7m 0.01% Added +4.5k +4,539
17 NORGES BANK 0.01% of their portfolio OSLO, Q8 610,363610.4k $47.3m $47.3m 0.01% Added +21.1k +21,128
18 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio SAN FRANCISCO, CA 534,242534.2k $41.4m $41.4m 0.01% Reduced -5.2k -5,238
19 WASATCH ADVISORS LP 0.21% of their portfolio SALT LAKE CITY, UT 507,316507.3k $39.3m $39.3m 0.21% Added +56.7k +56,663
20 DEPRINCE RACE & ZOLLO INC 0.75% of their portfolio Winter Park, FL 465,210465.2k $36.1m $36.1m 0.75% Added +96.1k +96,102
21 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 452,942452.9k $35.1m $35.1m 0.01% Added +64.0k +63,968
22 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 444,686444.7k $34.5m $34.5m 0.01% Reduced -11.2k -11,191
23 Bragg Financial Advisors, Inc 1.16% of their portfolio CHARLOTTE, NC 419,620419.6k $32.5m $32.5m 1.16% Added +1.9k +1,898
24 FIRST TRUST ADVISORS LP 0.02% of their portfolio Wheaton, IL 326,702326.7k $25.3m $25.3m 0.02% Added +228.2k +228,187
25 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 317,469317.5k $24.6m $24.6m 0.00% Added +17.8k +17,795
26 JARISLOWSKY, FRASER Ltd 0.14% of their portfolio MONTREAL, A8 306,182306.2k $23.7m $23.7m 0.14% Added +4.0k +4,036
27 Creative Planning 0.02% of their portfolio OVERLAND PARK, KS 243,047243.0k $18.8m $18.8m 0.02% Reduced -91 -91
28 SEI INVESTMENTS CO 0.02% of their portfolio OAKS, PA 218,074218.1k $16.9m $16.9m 0.02% Added +43.4k +43,449
29 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 214,832214.8k $16.7m $16.7m 0.00% Added +198.0k +198,017
30 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 214,181214.2k $16.6m $16.6m 0.01% Added +497 +497
31 Ceredex Value Advisors LLC 0.31% of their portfolio WINTER PARK, FL 185,300185.3k $14.4m $14.4m 0.31% Added +15.8k +15,750
32 Public Sector Pension Investment Board 0.06% of their portfolio MONTREAL, A8 171,305171.3k $13.3m $13.3m 0.06% Added +12.1k +12,052
33 UBS Group AG 0.00% of their portfolio ZURICH, V8 170,905170.9k $13.2m $13.2m 0.00% Added +87.8k +87,820
34 Waverly Advisors, LLC 0.13% of their portfolio BIRMINGHAM, AL 158,295158.3k $12.3m $12.3m 0.13% Added +12.3k +12,263
35 MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 0.13% of their portfolio New York, NY 153,323153.3k $11.9m $11.9m 0.13% Added +429 +429
36 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 150,032150.0k $11.6m $11.6m 0.00% Reduced -14.4k -14,382
37 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 145,702145.7k $11.3m $11.3m 0.00% Added +42.8k +42,781
38 RHUMBLINE ADVISERS 0.01% of their portfolio BOSTON, MA 141,283141.3k $11.0m $11.0m 0.01% Added +3.3k +3,259
39 Legal & General Group Plc 0.00% of their portfolio London, X0 139,653139.7k $10.8m $10.8m 0.00% Added +1.2k +1,153
40 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 132,703132.7k $10.3m $10.3m 0.00% Reduced -21.4k -21,365
41 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 120,847120.8k $9.4m $9.4m 0.00% Reduced -15.1k -15,146
42 Clarkston Capital Partners, LLC 0.20% of their portfolio Rochester, MI 120,000120.0k $9.3m $9.3m 0.20% Unchanged
43 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 117,379117.4k $9.1m $9.1m 0.00% Added +36.7k +36,685
44 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 115,051115.1k $8.9m $8.9m 0.00% Added +35.2k +35,201
45 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 101,742101.7k $7.9m $7.9m 0.00% Reduced -8.5k -8,507
46 Qube Research & Technologies Ltd 0.01% of their portfolio LONDON, X0 100,227100.2k $7.8m $7.8m 0.01% Added +12.2k +12,218
47 Swiss National Bank 0.00% of their portfolio ZURICH, V8 99,06899.1k $7.7m $7.7m 0.00% Reduced -1.4k -1,400
48 LEAVELL INVESTMENT MANAGEMENT, INC. 0.33% of their portfolio MOBILE, AL 95,27295.3k $7.4m $7.4m 0.33% Unchanged
49 Sanctuary Advisors, LLC 0.04% of their portfolio INDIANAPOLIS, IN 90,30490.3k $7.0m $7.0m 0.04% Reduced -838 -838
50 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio BALA CYNWYD, PA 83,09583.1k $6.4m $6.4m 0.01% Added +722 +722
51 MITCHELL MCLEOD PUGH & WILLIAMS INC 1.14% of their portfolio MOBILE, AL 78,91578.9k $6.1m $6.1m 1.14% Unchanged
52 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 78,43278.4k $6.1m $6.1m 0.01% Reduced -6.5k -6,468
53 Fisher Asset Management, LLC 0.00% of their portfolio PLANO, TX 78,03178.0k $6.0m $6.0m 0.00% Reduced -1.1k -1,051
54 California Public Employees Retirement System 0.00% of their portfolio Sacramento, CA 77,86577.9k $6.0m $6.0m 0.00% Added +6.3k +6,288
55 D. E. Shaw & Co., Inc. 0.01% of their portfolio New York, NY 72,25372.3k $5.6m $5.6m 0.01% Added +41.5k +41,514
56 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 70,59570.6k $5.5m $5.5m 0.00% Reduced -20.0k -19,956
57 FEDERATED HERMES, INC. 0.01% of their portfolio PITTSBURGH, PA 69,43969.4k $5.4m $5.4m 0.01% Reduced -4.6k -4,649
58 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 67,58767.6k $5.2m $5.2m 0.00% Reduced -78.9k -78,855
59 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 66,00966.0k $5.1m $5.1m 0.00% Added +23 +23
60 TrueWealth Advisors, LLC 1.50% of their portfolio BIRMINGHAM, AL 65,56365.6k $5.1m $5.1m 1.50% Added +7 +7
61 Blue Trust, Inc. 0.05% of their portfolio BRENTWOOD, TN 52,44752.4k $4.1m $4.1m 0.05% Added +27.0k +27,018
62 PRUDENTIAL FINANCIAL INC 0.01% of their portfolio NEWARK, NJ 52,34652.3k $4.9m $4.9m 0.01% Added +3.2k +3,165
63 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 52,05452.1k $4.0m $4.0m 0.01% Reduced -1.3k -1,333
64 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 51,34351.3k $4.0m $4.0m 0.00% Reduced -2.3k -2,286
65 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 48,11348.1k $3.7m $3.7m 0.00% Added +24.2k +24,223
66 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 47,86647.9k $3.7m $3.7m 0.00% Added +40 +40
67 CANADA LIFE ASSURANCE Co 0.01% of their portfolio WINNIPEG, A2 45,92545.9k $3.6m $3.6m 0.01% Reduced -72 -72
68 DARK FOREST CAPITAL MANAGEMENT LP 0.14% of their portfolio NEW YORK, NY 44,98145.0k $3.5m $3.5m 0.14% Added +11.1k +11,082
69 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 44,53044.5k $3.5m $3.5m 0.00% Added +3.4k +3,416
70 ExodusPoint Capital Management, LP 0.04% of their portfolio NEW YORK, NY 44,26244.3k $3.4m $3.4m 0.04% New
71 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 41,56841.6k $3.2m $3.2m 0.00% Added +2.6k +2,638
72 Thrivent Financial for Lutherans 0.01% of their portfolio Minneapolis, MN 39,95840.0k $3.1m $3.1m 0.01% Reduced -4.1k -4,124
73 WEDGE CAPITAL MANAGEMENT L L P/NC 0.05% of their portfolio CHARLOTTE, NC 38,52738.5k $3.0m $3.0m 0.05% Added +25.5k +25,481
74 AlphaQuest LLC 0.29% of their portfolio New York, NY 38,34438.3k $3.0m $3.0m 0.29% Added +26.3k +26,345
75 NEUBERGER BERMAN GROUP LLC 0.00% of their portfolio NEW YORK, NY 37,23837.2k $2.9m $2.9m 0.00% Reduced -3.8k -3,804
76 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 36,79136.8k $2.9m $2.9m 0.00% Reduced -5.0k -4,987
77 JACOBS ASSET MANAGEMENT, LLC 1.62% of their portfolio NEW YORK, NY 36,77636.8k $2.9m $2.9m 1.62% Added +23.9k +23,854
78 Rafferty Asset Management, LLC 0.01% of their portfolio New York, NY 35,76035.8k $2.8m $2.8m 0.01% Added +303 +303
79 Daiwa Securities Group Inc. 0.01% of their portfolio CHIYODA-KU,TOKYO, M0 35,09135.1k $2.7m $2.7m 0.01% Reduced -2.3k -2,300
80 Squarepoint Ops LLC 0.01% of their portfolio NEW YORK, NY 35,08935.1k $2.7m $2.7m 0.01% Added +13.5k +13,456
81 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 34,04334.0k $2.6m $2.6m 0.00% Reduced -1 -1
82 AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio KANSAS CITY, MO 33,92733.9k $2.6m $2.6m 0.00% Reduced -29.3k -29,321
83 INTECH INVESTMENT MANAGEMENT LLC 0.02% of their portfolio WEST PALM BEACH, FL 33,47533.5k $2.6m $2.6m 0.02% Reduced -7.0k -7,005
84 EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 0.32% of their portfolio Miamisburg, OH 32,95033.0k $2.6m $2.6m 0.32% Unchanged
85 REGIONS FINANCIAL CORP 0.02% of their portfolio BIRMINGHAM, AL 32,92232.9k $2.6m $2.6m 0.02% Unchanged
86 Savant Capital, LLC 0.02% of their portfolio ROCKFORD, IL 32,70332.7k $2.5m $2.5m 0.02% Added +820 +820
87 EverSource Wealth Advisors, LLC 0.11% of their portfolio BIRMINGHAM, AL 31,99132.0k $2.5m $2.5m 0.11% Added +302 +302
88 HHM Wealth Advisors, LLC 0.29% of their portfolio CHATTANOOGA, TN 31,34931.3k $2.4m $2.4m 0.29% Reduced -2.2k -2,200
89 M&T Bank Corp 0.01% of their portfolio BUFFALO, NY 30,83430.8k $2.4m $2.4m 0.01% Reduced -1.0k -1,017
90 MetLife Investment Management, LLC 0.01% of their portfolio Whippany, NJ 30,77730.8k $2.4m $2.4m 0.01% Added +1.2k +1,196
91 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 30,76930.8k $2.4m $2.4m 0.00% Reduced -266 -266
92 State of Alaska, Department of Revenue 0.02% of their portfolio JUNEAU, AK 29,92729.9k $2.3m $2.3m 0.02% Added +2.1k +2,109
93 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio Toronto, A6 28,72528.7k $2.2m $2.2m 0.00% Reduced -1.4k -1,377
94 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 28,50728.5k $2.2m $2.2m 0.00% Added +142 +142
95 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio CAUSEWAY BAY, K3 28,29528.3k $2.2m $2.2m 0.00% Reduced -1.9k -1,899
96 COMERICA BANK 0.01% of their portfolio DALLAS, TX 27,06927.1k $2.1m $2.1m 0.01% Added +5.3k +5,296
97 Jain Global LLC 0.03% of their portfolio NEW YORK, NY 26,92426.9k $2.1m $2.1m 0.03% New
98 Illinois Municipal Retirement Fund 0.03% of their portfolio OAK BROOK, IL 26,90026.9k $2.1m $2.1m 0.03% Reduced -1.4k -1,368
99 GAMCO INVESTORS, INC. ET AL 0.02% of their portfolio GREENWICH, CT 26,00026.0k $2.0m $2.0m 0.02% Unchanged
100 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 25,78925.8k $2.0m $2.0m 0.00% Reduced -976 -976