Stock ownership · SEC 13F · Q3 2025

SERVISFIRST BANCSHARES INC

A breakdown of SERVISFIRST BANCSHARES INC's institutional base (CUSIP 81768T108): the holders, the concentration among them, and what changed last quarter.

$887K
Reported value
3
Institutions
100%
Top-5 share

The verdict

$887K of SERVISFIRST BANCSHARES INC is reported by 3 institutions as of Q3 2025; ownership is held overwhelmingly by a small core of institutions.

3
institutions hold it
$887K
reported 13F value
100%
held by top 5

Based on long positions reported to the SEC as of Q3 2025; 13F omits shorts, options and non-US holdings.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 81768T108 · Q3 2025 $1M reported

VALUE-TRACE · HOLDERS-FOCUS · CONC-DOM · PHOTO-UNK · ACTIVITY-MID · BOOK-MID

  • VALUE-TRACE $0.9M
  • HOLDERS-FOCUS 3 filers
  • CONC-DOM 100% top-5
  • PHOTO-UNK No peer
  • ACTIVITY-MID 3 new
  • BOOK-MID 6Q history

Read with: Ownership concentration guide - SERVISFIRST BANCSHARES INC's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.

Largest institutional holders of SERVISFIRST BANCSHARES INC
  1. 1
    CIBC Bancorp USA Inc. $443K
  2. 2
    CIBC Private Wealth Group LLC $433K
  3. 3
    JPMORGAN CHASE & CO $11K

Top 3 reported holders by value · Q3 2025

Institutional ownership over time

The number of institutions reporting a SERVISFIRST BANCSHARES INC position has risen from 2 to 3 over the last 6 quarters of 13F filings.

012345 Q1'24Q3'24Q4'24Q1'25Q2'25Q3'25 3
Distinct 13F filers holding SERVISFIRST BANCSHARES INC, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 CIBC Bancorp USA Inc. 5,503 $443K 50.0%
2 CIBC Private Wealth Group LLC 5,377 $433K 48.8%
3 JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) 132 $11K 1.2%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among SERVISFIRST BANCSHARES INC's reported holders for Q3 2025, by reported value:

Shared-defined discretion (DFND)
50.0%
Sole discretion (SOLE)
48.8%
Shared-other discretion (OTR)
1.2%

Latest Quarter Activity · Q3 2025

New positions (3)

CIBC Bancorp USA Inc. $443K
CIBC Private Wealth Group LLC $433K
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) $11K

Complete exits (4)

Squarepoint Ops LLC exited
Neuberger Berman Group LLC exited
Orion Porfolio Solutions, LLC exited
THRIVENT FINANCIAL FOR LUTHERANS exited

Frequently Asked Questions

How many institutions hold SERVISFIRST BANCSHARES INC?▼
SERVISFIRST BANCSHARES INC is held by 3 institutional investors per the latest SEC Form 13F filings as of Q3 2025.
What is the total institutional value of SERVISFIRST BANCSHARES INC?▼
Institutions report $887K of SERVISFIRST BANCSHARES INC as of Q3 2025.
How concentrated is ownership of SERVISFIRST BANCSHARES INC?▼
The top five institutional holders account for 100% of the reported institutional value in SERVISFIRST BANCSHARES INC, making ownership held overwhelmingly by a small core of institutions.
Who is the largest institutional holder of SERVISFIRST BANCSHARES INC?▼
CIBC Bancorp USA Inc. is the largest reported holder of SERVISFIRST BANCSHARES INC with $443K across 5,503 shares as of Q3 2025.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q3 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.