Institutional Ownership Servis First Bancshares, Inc. (SFBS)
This table provides information about the institutional ownership of Servis First Bancshares, Inc. (SFBS). We have compiled data on the 330 institutions that hold shares in the stock, with a total of 43.2 Million shares, which have been reported (via 13F filing form) to have a value of $3.53 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
7,692,972
shares
|
$628 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.78%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
5,947,809
shares
|
$485 Million
0.01% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Champlain Investment Partners, LLC
Burlington, VT |
Aug 12, 2025 Q2 2025 |
2,566,528
shares
|
$209 Million
1.47% of portfolio
|
Q2 2025
Added 15.75%
|
|
|
State Street Corp
Boston, MA |
Aug 14, 2025 Q2 2025 |
2,396,404
shares
|
$196 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.24%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
2,136,860
shares
|
$174 Million
0.42% of portfolio
|
Q2 2025
Reduced 9.06%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Aug 08, 2025 Q2 2025 |
1,177,700
shares
|
$96.1 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Aug 12, 2025 Q2 2025 |
1,122,258
shares
|
$91.6 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Victory Capital Management Inc
|
Aug 13, 2025 Q2 2025 |
1,063,136
shares
|
$86.7 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Aug 08, 2025 Q2 2025 |
1,057,557
shares
|
$86.3 Million
0.05% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Davis Capital Partners, LLC
Sausalito, CA |
Aug 12, 2022 Q2 2022 |
1,000,000
shares
|
$81.6 Million
4.49% of portfolio
|
Q1 2022
Reduced 6.69%
|
|
|
Welch Group, LLC
|
Jul 25, 2025 Q2 2025 |
974,158
shares
|
$79.5 Million
3.17% of portfolio
|
Q2 2025
Reduced -0.0%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Jul 23, 2025 Q2 2025 |
937,669
shares
|
$76.5 Million
1.88% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Davis Asset Management, L.P.
Sausalito, CA |
Aug 12, 2025 Q2 2025 |
763,562
shares
|
$62.3 Million
2.3% of portfolio
|
Q4 2024
Reduced 7.29%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
722,950
shares
|
$59 Million
0.35% of portfolio
|
Q2 2025
Added 556.32%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
714,466
shares
|
$58.3 Million
0.0% of portfolio
|
Q1 2025
Reduced 16.48%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
642,889
shares
|
$52.5 Million
0.0% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
627,781
shares
|
$51.2 Million
0.01% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Norges Bank
Oslo, Q8 |
Aug 13, 2025 Q2 2025 |
610,363
shares
|
$49.8 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
534,242
shares
|
$43.6 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
Wasatch Advisors Inc
Salt Lake City, UT |
Aug 14, 2025 Q2 2025 |
507,316
shares
|
$41.4 Million
0.21% of portfolio
|
Q2 2025
Added 12.57%
|
|
|
Deprince Race & Zollo Inc
Winter Park, FL |
Aug 14, 2025 Q2 2025 |
465,210
shares
|
$38 Million
0.76% of portfolio
|
Q2 2025
Added 26.04%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
452,942
shares
|
$37 Million
0.01% of portfolio
|
Q2 2025
Added 16.45%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
419,620
shares
|
$34.2 Million
1.2% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2025 Q2 2025 |
326,702
shares
|
$26.7 Million
0.02% of portfolio
|
Q2 2025
Added 231.63%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
317,469
shares
|
$25.9 Million
0.0% of portfolio
|
Q2 2025
Added 5.94%
|