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SVB Financial Group

SIVBDelisted May 2, 2023
Industry
State Commercial Banks
SEC CIK
0000719739

SVB Financial Group was delisted on May 2, 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, Q1 2021

Institutional positions in SVB Financial Group as of Mar 31, 2021. 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

Institutional holders
714
No complete 13F data for Q4 2020
Shares held
49.5M
No complete 13F data for Q4 2020
Total value
$24.4B
No complete 13F data for Q4 2020

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.

Institutional holdersQ1 2021: 714 institutions
Q1 2021: 714 institutionsQ2 2021: 734 institutionsQ3 2021: 778 institutionsQ4 2021: 874 institutionsQ1 2022: 806 institutionsQ2 2022: 750 institutionsQ3 2022: 674 institutionsQ4 2022: 645 institutionsQ1 2023: 87 institutionsQ2 2023: 22 institutionsQ3 2023: 17 institutionsQ4 2023: 15 institutionsQ1 2024: 10 institutionsQ2 2024: 10 institutionsQ3 2024: 6 institutionsQ4 2024: 3 institutionsQ1 2025: 1 institutionQ2 2025: 1 institutionQ3 2025: 1 institutionQ4 2025: 1 institutionQ1 2026: 1 institutionQ2 2026: 1 institution
Value heldQ1 2021: $24.4B
Q1 2021: $24.4BQ2 2021: $27.6BQ3 2021: $34.3BQ4 2021: $35.6BQ1 2022: $29.8BQ2 2022: $21.7BQ3 2022: $18.7BQ4 2022: $13.2BQ1 2023: $599.7KQ2 2023: $102.7KQ3 2023: $15.3KQ4 2023: $7.14KQ1 2024: $1.12KQ2 2024: $514Q3 2024: $24Q4 2024: $13.8KQ1 2025: $0Q2 2025: $0Q3 2025: $0Q4 2025: $0Q1 2026: $0Q2 2026: $0
Institutions holding SIVB and their total value by quarter
QuarterHoldersValue
Q2 20261$0
Q1 20261$0
Q4 20251$0
Q3 20251$0
Q2 20251$0
Q1 20251$0
Q4 20243$13.8K
Q3 20246$24
Q2 202410$514
Q1 202410$1.12K
Q4 202315$7.14K
Q3 202317$15.3K
Q2 202322$102.7K
Q1 202387$599.7K
Q4 2022645$13.2B
Q3 2022674$18.7B
Q2 2022750$21.7B
Q1 2022806$29.8B
Q4 2021874$35.6B
Q3 2021778$34.3B
Q2 2021734$27.6B
Q1 2021714$24.4B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding SVB Financial Group.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding SIVB in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc5,552,389$2.74B0.07%––
BlackRock Inc.4,404,343$2.17B0.06%––
State Street Corp2,671,977$1.32B0.08%––
Capital International Investors1,969,463$972.2M0.25%––
Royal Bank of Canada1,699,232$838.8M0.26%––
Harding Loevner LP1,407,581$694.9M2.72%––
Alecta Pensionsforsakring, Omsesidigt1,236,500$610.4M3.16%––
JPMorgan Chase & Co1,193,040$589.0M0.08%––
Morgan Stanley978,527$483.1M0.07%––
Geode Capital Management, LLC955,731$470.7M0.07%––
Capital World Investors947,895$467.9M0.09%––
Invesco Ltd.875,541$432.2M0.12%––
Alliancebernstein L.P.786,963$388.5M0.17%––
Bank of America Corp669,583$330.5M0.04%––
Fisher Asset Management, LLC668,790$330.2M0.23%––
Neuberger Berman Group LLC610,181$301.1M0.29%––
Artisan Partners Limited Partnership601,177$296.8M0.39%––
Janus Henderson Group PLC584,598$288.6M0.13%––
Capital Research Global Investors578,861$285.8M0.07%––
APG Asset Management N.V.665,846$279.7M0.48%––
Swedbank AB560,092$276.5M0.57%––
Northern Trust Corp551,863$272.4M0.05%––
Norges Bank499,975$246.8M0.06%––
Victory Capital Management Inc486,650$240.2M0.25%––
Ninety One UK Ltd473,057$233.5M0.66%––
Citadel Advisors LLC445,853$220.1M0.23%––
Bank of New York Mellon Corp414,952$204.8M0.04%––
Frontier Capital Management Co LLC408,550$201.7M1.53%––
Bank of Montreal403,501$197.7M0.14%––
Lord, Abbett & Co. LLC395,092$195.0M0.50%––
Dimensional Fund Advisors LP389,971$192.5M0.06%––
Ameriprise Financial Inc374,595$184.9M0.06%––
Waddell & Reed Financial Inc362,026$178.7M0.37%––
Franklin Resources Inc347,015$171.3M0.07%––
Champlain Investment Partners, LLC340,644$168.2M0.87%––
Natixis324,130$160.0M0.52%––
Sumitomo Mitsui Trust Holdings, Inc.317,625$156.8M0.10%––
Legal & General Group Plc303,602$149.9M0.06%––
Deutsche Bank AG295,995$146.1M0.08%––
Amundi Asset Management US, Inc.294,837$145.5M0.11%––
Goldman Sachs Group Inc293,509$144.9M0.04%––
Massachusetts Financial Services Co255,590$126.2M0.04%––
Charles Schwab Investment Management Inc252,012$124.4M0.05%––
Diamond Hill Capital Management Inc247,264$122.1M0.49%––
Ensign Peak Advisors, Inc237,160$117.1M0.25%––
UBS Asset Management Americas Inc233,975$115.5M0.05%––
Price T Rowe Associates Inc224,361$110.8M0.01%––
Handelsbanken Fonder AB223,835$110.5M0.63%––
AQR Capital Management LLC213,619$104.5M0.17%––
Parametric Portfolio Associates LLC198,491$98.0M0.06%––
Clearbridge Investments, LLC198,132$97.8M0.07%––
Principal Financial Group Inc188,458$93.0M0.07%––
Pictet Asset Management Ltd183,646$90.7M0.11%––
Kames Capital plc165,168$81.5M1.21%––
Nuveen Asset Management, LLC164,591$81.3M0.03%––
Wells Fargo & Company162,675$80.3M0.02%––
Sarasin & Partners LLP162,214$80.1M0.94%––
Rathbone Brothers plc161,145$79.6M1.02%––
UBS Group AG158,636$78.3M0.04%––
Stephens Investment Management Group LLC158,444$78.2M1.14%––
Manufacturers Life Insurance Company, The158,375$78.2M0.07%––
Chicago Capital, LLC156,025$77.0M3.25%––
Capital International Inc152,202$75.1M0.70%––
Jane Street Group, LLC134,119$66.2M0.19%––
Barclays PLC133,983$66.1M0.06%––
Scout Investments, Inc.132,852$65.6M0.99%––
Sound Shore Management Inc127,227$62.8M1.83%––
FMR LLC124,172$61.3M0.01%––
Mackenzie Financial Corp121,092$59.8M0.09%––
Zurcher Kantonalbank (Zurich Cantonalbank)120,837$59.7M0.35%––
Trillium Asset Management, LLC119,066$58.8M1.86%––
California Public Employees Retirement System118,723$58.6M0.04%––
KBC Group NV117,847$58.2M0.24%––
Prudential PLC115,125$56.8M0.39%––
Axiom Investors LLC115,032$56.8M1.03%––
Public Employees Retirement Association of Colorado115,027$56.8M0.27%––
Douglas Lane & Associates, LLC107,539$53.1M0.82%––
Millennium Management LLC102,101$50.4M0.07%––
California State Teachers Retirement System95,557$47.2M0.06%––
Credit Suisse AG94,146$46.5M0.03%––
Marshall Wace, LLP89,113$44.0M0.23%––
First Republic Investment Management, Inc.84,125$41.5M0.13%––
Rhumbline Advisers77,105$38.1M0.05%––
Allianz Asset Management GmbH75,749$37.4M0.04%––
Bridges Investment Management Inc74,818$36.9M1.08%––
RMB Capital Management, LLC73,955$36.5M1.35%––
National Pension Service73,949$36.5M0.08%––
Citigroup Inc72,924$36.0M0.03%––
AXA S.A.72,657$35.9M0.11%––
State Board of Administration of Florida Retirement System71,337$35.2M0.07%––
Wellington Management Group LLP70,434$34.8M0.01%––
New York State Teachers Retirement System69,632$34.4M0.07%––
Robeco Institutional Asset Management B.V.68,077$33.6M0.08%––
Caas Capital Management LP64,005$31.6M0.95%––
Islet Management, LP61,711$30.5M1.54%––
FIL Ltd61,223$30.2M0.03%––
Adage Capital Partners GP, L.L.C.59,638$29.4M0.06%––
New York State Common Retirement Fund59,500$29.4M0.03%––
E. Ohman J:or Asset Management AB56,227$27.8M1.00%––
Bank of Nova Scotia54,828$27.1M0.05%––