ServisFirst Bancshares
SFBS • NYSE
ServisFirst Bancshares is a banks - regional company in the financial services sector on NYSE, led by Thomas A. Broughton III, with a market cap of $4.1B. As of Q3 2025, 73% of shares are held by 301 institutional investors, with BlackRock, Inc. as the largest holder at 13.4%.
President, Chief Executive Officer and DirectorThomas A. Broughton III
Market Cap$4.1B
Banks - Regional
Financial Services
Employees605.0
Websiteservisfirstbank.com
Country
United States of America
Overview
Overview of institutional ownership in SFBS as of Q3 2025 with a market cap of $4.4B
All Institutions
- Institutions
- 301
- Value Held
- $3.2B
- Shares Held
- 40.0M
- Avg Position
- $10.7M
- Median Position
- $741.0K
Hedge Funds
- Hedge Funds
- 21
- Value Held
- $23.7M
- Shares Held
- 293.9K
- Avg Position
- $1.1M
- Median Position
- $601.2K
Ownership Breakdown
Based on market cap of $4.4B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.
Biggest Investors
Institutions with the largest positions in SFBS as of Q3 2025
| Institution | Position Value |
|---|---|
B BlackRock, Inc. Institution | $589.3M 0.01% of portfolio |
 VANGUARD GROUP INC Institution | $474.0M 0.01% of portfolio |
C Champlain Investment Partners, LLC Long Only Manager | $217.1M 1.64% of portfolio |
 STATE STREET CORP Institution | $191.7M 0.01% of portfolio |
 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC Long Only Manager | $155.9M 0.38% of portfolio |
 GEODE CAPITAL MANAGEMENT LLC ETF Provider | $95.2M 0.01% of portfolio |
 DIMENSIONAL FUND ADVISORS LP Long Only Manager | $90.3M 0.02% of portfolio |
 PRINCIPAL FINANCIAL GROUP INC Institution | $81.9M 0.04% of portfolio |
 VICTORY CAPITAL MANAGEMENT INC Long Only Manager | $80.2M 0.05% of portfolio |
 Welch Group, LLC RIA/Wealth | $79.2M 3.09% of portfolio |
Net Capital Flow
Institutional buying and selling activity for SFBS in Q3 2025
- Traded
- −$53.5M
- Buyers
- 131
- Sellers
- 140
- Total Bought
- +$108.3M
- Total Sold
- −$161.8M
- Avg Position
- $9.8M
Biggest Buyers
| Institution | Net Bought |
|---|---|
 FIRST TRUST ADVISORS LP ETF Provider | +$16.2M +201.3K shares |
 JPMORGAN CHASE & CO Institution | +$16.1M +199.8K shares |
 WASATCH ADVISORS INC Long Only Manager | +$12.9M +160.5K shares |
C Champlain Investment Partners, LLC Long Only Manager | +$10.4M +129.7K shares |
 GOLDMAN SACHS GROUP INC Institution | +$8.4M +104.1K shares |
 HENDERSON GROUP PLC Institution | +$4.9M +60.5K shares |
D DEPRINCE RACE & ZOLLO INC Long Only Manager | +$3.9M +49.0K shares |
W Watchman Group, Inc. Institution | +$2.6M +32.3K shares |
J JANE STREET GROUP, LLC Institution | +$2.2M +27.4K shares |
P PUBLIC SECTOR PENSION INVESTMENT BOARD Institution | +$2.0M +24.7K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
B BlackRock, Inc. Institution | −$24.0M −297.4K shares |
 Gotham Asset Management, LLC Hedge Fund•Long/Short | −$17.0M −723.0K shares |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC Long Only Manager | −$16.2M −201.2K shares |
 MORGAN STANLEY RIA/Wealth | −$7.5M −93.4K shares |
 WELLS FARGO & COMPANY/MN Institution | −$7.0M −86.9K shares |
 UBS Group AG Institution | −$5.4M −67.5K shares |
VICTORY CAPITAL MANAGEMENT INC Long Only Manager | −$5.4M −66.7K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$5.1M −63.2K shares |
 UBS GLOBAL ASSET MANAGEMENT AMERICAS INC Long Only Manager | −$5.0M −62.7K shares |
VANGUARD GROUP INC Institution | −$5.0M −62.1K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited SFBS in Q3 2025
- New Positions
- 12
- New Value
- $1.8M
- Exited Positions
- 26
- Exited Value
- $36.9M
New Positions
| Institution | Position Value |
|---|---|
 SUMMIT WEALTH GROUP LLC / CO RIA/Wealth | $650.6K 12.5K shares |
E Entropy Technologies, LP Hedge Fund•Quant Macro | $489.5K 6.1K shares |
Y Y-Intercept Ltd Institution | $242.6K 3.0K shares |
 Forum Financial Management, LP RIA/Wealth | $206.6K 2.6K shares |
V Vise Technologies, Inc. Institution | $202.6K 2.5K shares |
R Root Financial Partners, LLC RIA/Wealth | $23.1K 287.0 shares |
 CULLEN/FROST BANKERS, INC. Institution | $20.5K 255.0 shares |
 Sontag Advisory, LLC RIA/Wealth | $8.5K 105.0 shares |
S Salomon & Ludwin, LLC Institution | $4.5K 55.0 shares |
T Turning Point Benefit Group, Inc. Institution | $160.0 2.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
Gotham Asset Management, LLC Hedge Fund•Long/Short | $17.0M 723.0K shares |
 ExodusPoint Capital Management, LP Hedge Fund•Multi-Strategy | $3.4M 44.3K shares |
 JACOBS ASSET MANAGEMENT, LLC Hedge Fund•Long/Short | $2.9M 36.8K shares |
T TEXAS PERMANENT SCHOOL FUND Institution | $2.8M 35.8K shares |
 Jain Global LLC Hedge Fund•Multi-Strategy | $2.1M 26.9K shares |
 VOLORIDGE INVESTMENT MANAGEMENT, LLC Hedge Fund•Multi-Strategy | $1.5M 19.2K shares |
 RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant | $1.3M 16.8K shares |
H HSBC HOLDINGS PLC Institution | $1.1M 14.2K shares |
 Quantbot Technologies LLC Hedge Fund•Quant | $728.0K 9.4K shares |
 Precision Wealth Strategies, LLC RIA/Wealth | $611.5K 7.9K shares |
Options Activity
Institutions with the largest Call and Put options positions in SFBS as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with SFBS as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Welch Group, LLC RIA/Wealth | 3.09% $79.2M |
D Davis Asset Management, L.P. Institution | 2.26% $61.5M |
 Stonegate Investment Group, LLC RIA/Wealth | 1.72% $74.1M |
C Champlain Investment Partners, LLC Long Only Manager | 1.64% $217.1M |
 TrueWealth Advisors, LLC RIA/Wealth | 1.57% $5.3M |
 Bragg Financial Advisors, Inc RIA/Wealth | 1.14% $33.8M |
 MITCHELL MCLEOD PUGH & WILLIAMS INC RIA/Wealth | 0.90% $5.6M |
D DEPRINCE RACE & ZOLLO INC Long Only Manager | 0.82% $41.4M |
S Smith Thornton Advisors LLC RIA/Wealth | 0.69% $1.3M |
W Watchman Group, Inc. Institution | 0.63% $2.6M |
Hedge Fund Spotlight
Discover hedge funds investing in SFBS
Everstar Asset Management, LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerLee Christopher Larson
- Portfolio Value
- $176.3M
- Positions
- 189
- Last Reported
- Q3 2025
Sector Allocation
Position in ServisFirst Bancshares
- Market Value
- $800.3K
- Shares Held
- 9.9K
- Portfolio Weight
- 0.45%
- Owned Since
- 2024-Q4
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
ETF ETF | $9.9M | 5.59% | |
ETF ETF | $8.7M | 4.96% | |
ETF ETF | $7.9M | 4.49% |
