SVB Financial Group
SIVBDelisted- Industry
- State Commercial Banks
- SEC CIK
- 0000719739
SVB Financial Group was delisted in 2023; its insiders filed their last Form 4 on Nov 12, 2024; 645 institutions reported holding it in 13F filings for Q4 2022, worth $13.2B in total; Coatue Management was the only superinvestor holding it.
13F holders, Q4 2022
Institutional positions in SVB Financial Group as of Dec 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
SIVB is no longer listed, so this page shows Q4 2022. 13F filings for later quarters list far fewer holders.
- Institutional holders
- 645
- −14 vs. Q3 2022
- Shares held
- 57.1M
- +1.56M (+2.8%) vs. Q3 2022
- Total value
- $13.2B
- −$5.52B (−29.5%) vs. Q3 2022
- New holders
- 112
- 263 more added
- Sold out
- 126
- 197 more reduced
15 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SIVB on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1 | $0 |
| Q1 2026 | 1 | $0 |
| Q4 2025 | 1 | $0 |
| Q3 2025 | 1 | $0 |
| Q2 2025 | 1 | $0 |
| Q1 2025 | 1 | $0 |
| Q4 2024 | 3 | $13.8K |
| Q3 2024 | 6 | $24 |
| Q2 2024 | 10 | $514 |
| Q1 2024 | 10 | $1.12K |
| Q4 2023 | 15 | $7.14K |
| Q3 2023 | 17 | $15.3K |
| Q2 2023 | 22 | $102.7K |
| Q1 2023 | 87 | $797.2K |
| Q4 2022 | 645 | $13.2B |
| Q3 2022 | 674 | $18.8B |
| Q2 2022 | 750 | $21.8B |
| Q1 2022 | 806 | $29.8B |
| Q4 2021 | 874 | $35.7B |
| Q3 2021 | 778 | $34.3B |
| Q2 2021 | 734 | $27.7B |
| Q1 2021 | 714 | $24.4B |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding SVB Financial Group; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 6,657,712 | $1.53B | 0.04% | +156,073+2.4% | Added |
| BlackRock Inc. | 4,764,351 | $1.10B | 0.03% | +272,933+6.1% | Added |
| State Street Corp | 3,082,695 | $709.5M | 0.04% | +4,918+0.2% | Added |
| Alecta Pensionsforsakring, Omsesidigt | 2,633,100 | $605.6M | 3.58% | +225,000+9.3% | Added |
| JPMorgan Chase & Co | 2,513,307 | $578.4M | 0.08% | −4,406−0.2% | Reduced |
| Invesco Ltd. | 1,724,702 | $396.9M | 0.12% | +1,067,727+162.5% | Added |
| Artisan Partners Limited Partnership | 1,624,103 | $373.8M | 0.66% | +210,959+14.9% | Added |
| Morgan Stanley | 1,540,231 | $354.5M | 0.04% | +337,708+28.1% | Added |
| Franklin Resources Inc | 1,500,073 | $345.2M | 0.18% | +1,001,387+200.8% | Added |
| Geode Capital Management, LLC | 1,251,764 | $287.6M | 0.04% | +43,282+3.6% | Added |
| Harding Loevner LP | 1,186,039 | $273.0M | 1.57% | +132,439+12.6% | Added |
| Capital World Investors | 925,165 | $212.9M | 0.05% | −30.0% | Reduced |
| Ameriprise Financial Inc | 873,540 | $201.0M | 0.07% | −140,679−13.9% | Reduced |
| Adage Capital Partners GP, L.L.C. | 746,202 | $171.7M | 0.41% | +216,280+40.8% | Added |
| Renaissance Technologies LLC | 719,930 | $165.7M | 0.23% | +554,900+336.2% | Added |
| Mirova US LLC | 718,972 | $165.5M | 3.32% | +637,446+781.9% | Added |
| D. E. Shaw & Co., Inc. | 709,633 | $163.3M | 0.28% | +638,541+898.2% | Added |
| Northern Trust Corp | 696,079 | $160.2M | 0.03% | +78,138+12.6% | Added |
| Alliancebernstein L.P. | 627,390 | $144.4M | 0.06% | −2,077−0.3% | Reduced |
| APG Asset Management N.V. | 618,086 | $142.2M | 0.27% | +62,415+11.2% | Added |
| Champlain Investment Partners, LLC | 614,253 | $141.4M | 0.91% | +248,837+68.1% | Added |
| Norges Bank | 613,190 | $141.1M | 0.03% | +30,439+5.2% | Added |
| Deutsche Bank AG | 605,680 | $139.4M | 0.08% | +162,487+36.7% | Added |
| Massachusetts Financial Services Co | 539,416 | $124.1M | 0.04% | +315,150+140.5% | Added |
| Neuberger Berman Group LLC | 533,289 | $122.7M | 0.12% | +3,518+0.7% | Added |
| Bank of America Corp | 524,878 | $120.8M | 0.02% | +16,987+3.3% | Added |
| Two Sigma Advisers, LP | 523,154 | $120.4M | 0.34% | +523,154 | New |
| Fisher Asset Management, LLC | 497,132 | $114.4M | 0.08% | −4,484−0.9% | Reduced |
| Two Sigma Investments, LP | 485,620 | $111.8M | 0.36% | +485,620 | New |
| CIBC Private Wealth Group, LLC | 499,392 | $109.3M | 0.37% | +54,625+12.3% | Added |
| Ninety One UK Ltd | 458,396 | $105.5M | 0.34% | −19,610−4.1% | Reduced |
| Voloridge Investment Management, LLC | 445,286 | $102.5M | 0.57% | +197,649+79.8% | Added |
| Bank of New York Mellon Corp | 442,032 | $101.7M | 0.02% | −31,032−6.6% | Reduced |
| Standard Life Aberdeen plc | 434,710 | $100.0M | 0.27% | +22,562+5.5% | Added |
| Ensign Peak Advisors, Inc | 413,220 | $95.1M | 0.21% | +276,332+201.9% | Added |
| Price T Rowe Associates Inc | 395,401 | $91.0M | 0.01% | +44,959+12.8% | Added |
| Diamond Hill Capital Management Inc | 386,555 | $89.0M | 0.40% | −570,021−59.6% | Reduced |
| Legal & General Group Plc | 352,944 | $81.2M | 0.03% | −21,307−5.7% | Reduced |
| Sound Shore Management Inc | 346,243 | $79.7M | 3.00% | +98,156+39.6% | Added |
| UBS Asset Management Americas Inc | 335,779 | $77.3M | 0.04% | +47,204+16.4% | Added |
| Dimensional Fund Advisors LP | 326,898 | $75.2M | 0.02% | −7,527−2.3% | Reduced |
| Charles Schwab Investment Management Inc | 323,928 | $74.5M | 0.02% | +15,041+4.9% | Added |
| American Century Companies Inc | 317,007 | $73.0M | 0.06% | +126,459+66.4% | Added |
| Sarasin & Partners LLP | 260,449 | $59.9M | 0.79% | +6,755+2.7% | Added |
| Amundi | 234,891 | $59.9M | 0.03% | +83,692+55.4% | Added |
| Azora Capital LP | 245,791 | $56.6M | 9.62% | +163,742+199.6% | Added |
| SEI Investments Co | 239,005 | $55.0M | 0.12% | +64,974+37.3% | Added |
| Frontier Capital Management Co LLC | 228,344 | $52.6M | 0.57% | +40,102+21.3% | Added |
| Nuveen Asset Management, LLC | 224,351 | $51.6M | 0.02% | −14,594−6.1% | Reduced |
| T. Rowe Price Investment Management, Inc. | 219,188 | $50.4M | 0.04% | +104,934+91.8% | Added |
| Pictet Asset Management SA | 190,475 | $43.8M | 0.06% | +4,121+2.2% | Added |
| Ci Investments Inc. | 188,535 | $43.4M | 0.22% | −38,554−17.0% | Reduced |
| Man Group plc | 188,502 | $43.4M | 0.16% | +166,899+772.6% | Added |
| Goldman Sachs Group Inc | 176,878 | $40.7M | 0.01% | +50,227+39.7% | Added |
| Taikang Asset Management (Hong Kong) Co Ltd | 22,588 | $40.6M | 1.10% | +4,692+26.2% | Added |
| Scout Investments, Inc. | 174,148 | $40.1M | 0.82% | +70,394+67.8% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 172,544 | $39.7M | 0.03% | +2,503+1.5% | Added |
| STRS Ohio | 171,000 | $39.4M | 0.18% | 00.0% | Unchanged |
| Swedbank AB | 170,928 | $39.3M | 0.09% | −250,170−59.4% | Reduced |
| Citadel Advisors LLC | 166,071 | $38.2M | 0.04% | +140,204+542.0% | Added |
| Wellington Management Group LLP | 157,098 | $36.2M | 0.01% | +157,098 | New |
| Millennium Management LLC | 152,412 | $35.1M | 0.04% | +150,390+7,437.7% | Added |
| Federated Hermes, Inc. | 148,324 | $34.1M | 0.09% | +148,212+132,332.1% | Added |
| Trillium Asset Management, LLC | 141,224 | $32.5M | 1.00% | +27,797+24.5% | Added |
| Royal Bank of Canada | 135,906 | $31.3M | 0.01% | −1,099,299−89.0% | Reduced |
| Credit Suisse AG | 133,940 | $30.8M | 0.03% | +28,631+27.2% | Added |
| Douglas Lane & Associates, LLC | 131,249 | $30.2M | 0.50% | +30,498+30.3% | Added |
| California Public Employees Retirement System | 129,545 | $29.8M | 0.03% | −360−0.3% | Reduced |
| FMR LLC | 126,954 | $29.2M | 0.00% | −203,527−61.6% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 124,602 | $28.7M | 0.22% | +81,404+188.4% | Added |
| BNP Paribas Arbitrage, SA | 124,484 | $28.6M | 0.07% | +73,197+142.7% | Added |
| Barclays PLC | 119,362 | $27.5M | 0.02% | +24,644+26.0% | Added |
| Public Employees Retirement Association of Colorado | 115,364 | $26.6M | 0.14% | −60,560−34.4% | Reduced |
| New York State Common Retirement Fund | 115,033 | $26.5M | 0.04% | +38,221+49.8% | Added |
| Coatue Management LLCSuperinvestorCoatue Management | 111,447 | $25.6M | 0.29% | +111,447 | New |
| Alyeska Investment Group, L.P. | 108,281 | $24.9M | 0.26% | +108,281 | New |
| Rhumbline Advisers | 108,138 | $24.9M | 0.03% | +4,420+4.3% | Added |
| HSBC Holdings PLC | 108,148 | $24.8M | 0.03% | +45,630+73.0% | Added |
| Chicago Capital, LLC | 103,039 | $23.7M | 1.31% | −7,639−6.9% | Reduced |
| National Pension Service | 100,795 | $23.2M | 0.05% | +19,884+24.6% | Added |
| California State Teachers Retirement System | 99,266 | $22.8M | 0.04% | +2,546+2.6% | Added |
| Squarepoint Ops LLC | 95,889 | $22.1M | 0.15% | +67,365+236.2% | Added |
| Tran Capital Management, L.P. | 93,666 | $21.6M | 2.73% | +20,699+28.4% | Added |
| Boston Private Wealth LLC | 92,010 | $21.2M | 0.29% | +1,430+1.6% | Added |
| Bridges Investment Management Inc | 87,433 | $20.1M | 0.74% | +14,579+20.0% | Added |
| Holocene Advisors, LP | 87,098 | $20.0M | 0.12% | +87,098 | New |
| Susquehanna International Group, LLP | 86,016 | $19.8M | 0.04% | +52,333+155.4% | Added |
| British Columbia Investment Management Corp | 85,346 | $19.6M | 0.21% | +12,523+17.2% | Added |
| Grandeur Peak Global Advisors, LLC | 81,618 | $18.8M | 1.11% | +15,195+22.9% | Added |
| Wells Fargo & Company | 79,057 | $18.2M | 0.01% | +196+0.2% | Added |
| Janus Henderson Group PLC | 78,262 | $18.0M | 0.01% | −182,620−70.0% | Reduced |
| Jane Street Group, LLC | 76,092 | $17.5M | 0.03% | +73,415+2,742.4% | Added |
| Samlyn Capital, LLC | 73,833 | $17.0M | 0.33% | +73,833 | New |
| TD Asset Management Inc | 73,723 | $17.0M | 0.02% | −12,886−14.9% | Reduced |
| Principal Financial Group Inc | 73,330 | $16.9M | 0.01% | −5,845−7.4% | Reduced |
| Bank of Montreal | 70,352 | $16.4M | 0.01% | −48,875−41.0% | Reduced |
| New York State Teachers Retirement System | 65,153 | $15.0M | 0.04% | −1,199−1.8% | Reduced |
| State Board of Administration of Florida Retirement System | 62,748 | $14.4M | 0.04% | −2,400−3.7% | Reduced |
| Epoch Investment Partners, Inc. | 61,211 | $14.1M | 0.08% | −113,688−65.0% | Reduced |
| Assenagon Asset Management S.A. | 60,795 | $14.0M | 0.06% | +48,442+392.1% | Added |