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 324 institutions that hold shares in the stock, with a total of 41.2 Million shares, which have been reported (via 13F filing form) to have a value of $3.42 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
|
$638 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.78%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
May 09, 2025 Q1 2025 |
5,902,237
shares
|
$490 Million
0.01% of portfolio
|
Q1 2025
Added 3.28%
|
|
|
State Street Corp
Boston, MA |
May 15, 2025 Q1 2025 |
2,476,640
shares
|
$206 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.48%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
2,349,747
shares
|
$195 Million
0.49% of portfolio
|
Q1 2025
Reduced 5.17%
|
|
|
Champlain Investment Partners, LLC
Burlington, VT |
May 14, 2025 Q1 2025 |
2,217,351
shares
|
$184 Million
1.41% of portfolio
|
Q1 2025
Added 68.89%
|
|
|
Geode Capital Management, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
1,181,693
shares
|
$98.1 Million
0.01% of portfolio
|
Q1 2025
Added 2.74%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
May 13, 2025 Q1 2025 |
1,124,976
shares
|
$93.4 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.1%
|
|
|
Victory Capital Management Inc
|
May 02, 2025 Q1 2025 |
1,072,614
shares
|
$89 Million
0.1% of portfolio
|
Q1 2025
Added 25.05%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Apr 28, 2025 Q1 2025 |
1,056,878
shares
|
$87.7 Million
0.05% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Davis Capital Partners, LLC
Sausalito, CA |
Aug 12, 2022 Q2 2022 |
1,000,000
shares
|
$83 Million
4.49% of portfolio
|
Q1 2022
Reduced 6.69%
|
|
|
Welch Group, LLC
|
Apr 07, 2025 Q1 2025 |
974,185
shares
|
$80.8 Million
3.47% of portfolio
|
Q1 2025
Reduced 5.93%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Apr 22, 2025 Q1 2025 |
939,118
shares
|
$77.9 Million
2.14% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
Davis Asset Management, L.P.
Sausalito, CA |
May 12, 2025 Q1 2025 |
763,562
shares
|
$63.4 Million
2.64% of portfolio
|
Q4 2024
Reduced 7.29%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
714,466
shares
|
$59.3 Million
0.0% of portfolio
|
Q1 2025
Reduced 16.48%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
642,011
shares
|
$53.3 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.33%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
623,242
shares
|
$51.7 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.4%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 09, 2025 Q1 2025 |
539,480
shares
|
$44.8 Million
0.01% of portfolio
|
Q1 2025
Added 3.53%
|
|
|
Wasatch Advisors Inc
Salt Lake City, UT |
May 15, 2025 Q1 2025 |
450,653
shares
|
$37.4 Million
0.21% of portfolio
|
Q1 2025
Reduced 28.81%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
May 14, 2025 Q1 2025 |
417,722
shares
|
$34.7 Million
1.44% of portfolio
|
Q1 2025
Added 1.4%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
388,974
shares
|
$32.3 Million
0.01% of portfolio
|
Q1 2025
Added 4.51%
|
|
|
Deprince Race & Zollo Inc
Winter Park, FL |
May 15, 2025 Q1 2025 |
369,108
shares
|
$30.6 Million
0.64% of portfolio
|
Q1 2025
Reduced 21.36%
|
|
|
Jarislowsky, Fraser LTD
|
Jul 15, 2025 Q2 2025 |
306,182
shares
|
$25.4 Million
0.15% of portfolio
|
Q2 2025
Added 1.34%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
299,674
shares
|
$24.9 Million
0.0% of portfolio
|
Q1 2025
Reduced 34.69%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
243,138
shares
|
$20.2 Million
0.02% of portfolio
|
Q1 2025
Added 287.88%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
216,992
shares
|
$18 Million
0.01% of portfolio
|
Q3 2024
Added 7.35%
|