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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
Gradient Investments LLC1$00.00%––
Summit Wealth Group, LLC1$00.00%––
Massmutual Trust Co FSB2$1.00K0.00%––
Covington Capital Management2$1.00K0.00%––
BerganKDV Wealth Management, LLC3$1.00K0.00%––
MPS Loria Financial Planners, LLC3$1.00K0.00%––
Versant Capital Management, Inc3$1.00K0.00%––
HHM Wealth Advisors, LLC2$1.00K0.00%––
Prestige Wealth Management Group LLC3$1.00K0.00%––
Newbridge Financial Services Group, Inc.2$1.00K0.00%––
Ranger Investment Management, L.P.4$2.00K0.00%––
WealthShield Partners, LLC5$2.00K0.00%––
Aspire Private Capital, LLC5$2.00K0.00%––
Concord Wealth Partners5$2.00K0.00%––
TFC Financial Management5$2.00K0.00%––
Pittenger & Anderson Inc6$3.00K0.00%––
Assetmark, Inc7$3.00K0.00%––
San Francisco Sentry Investment Group (Ca)8$4.00K0.00%––
Glassman Wealth Services8$4.00K0.00%––
Ameritas Investment Company, LLC9$4.44K0.00%––
Meridian Wealth Partners, LLC10$5.00K0.00%––
Resolute Partners Group14$5.00K0.00%––
Washington Trust Co12$6.00K0.00%––
Tarbox Family Office, Inc.12$6.00K0.00%––
McIlrath & Eck, LLC12$6.00K0.00%––
Front Row Advisors LLC13$6.00K0.00%––
Heritage Wealth Management, LLC13$6.00K0.00%––
Thompson Siegel & Walmsley LLC15$7.00K0.00%––
TCI Wealth Advisors, Inc.15$7.00K0.00%––
Fieldpoint Private Securities, LLC15$7.00K0.00%––
Dorsey Wright & Associates15,423$7.61K0.09%––
First Horizon Corp17$8.00K0.00%––
Valley National Advisers Inc16$8.00K0.00%––
CWM, LLC15$8.00K0.00%––
Wealthcare Capital Management LLC19$9.00K0.00%––
Earnest Partners LLC21$10.0K0.00%––
Zions Bancorporation, N.A.21$10.0K0.00%––
Brown Brothers Harriman & Co22$11.0K0.00%––
Loomis Sayles & Co L P25$12.0K0.00%––
Lenox Wealth Advisors, LLC24$12.0K0.00%––
Farmers & Merchants Investments Inc26$13.0K0.00%––
Evolution Wealth Advisors, LLC27$13.0K0.00%––
Liberty Wealth Management LLC31$14.0K0.01%––
Enterprise Financial Services Corp32$15.0K0.00%––
Sun Life Financial INC31$15.0K0.00%––
Evoke Wealth, LLC31$15.0K0.00%––
CVA Family Office, LLC30$15.0K0.01%––
West Oak Capital, LLC35$17.0K0.01%––
AdvisorNet Financial, Inc37$18.0K0.00%––
Wealthcare Advisory Partners LLC37$18.0K0.00%––
Kings Point Capital Management40$20.0K0.00%––
Larson Financial Group LLC43$21.0K0.01%––
Allworth Financial LP44$22.0K0.00%––
KB Financial Partners, LLC45$22.0K0.01%––
Caldwell Trust Co45$22.2K0.00%––
SOA Wealth Advisors, LLC.52$25.0K0.01%––
Ellevest, Inc.53$26.0K0.00%––
CSat Investment Advisory, L.P.54$27.0K0.02%––
Gemmer Asset Management LLC54$27.0K0.00%––
Proequities, Inc.57$28.0K0.00%––
CX Institutional56$28.0K0.00%––
Logan Capital Management Inc60$30.0K0.00%––
Trustcore Financial Services, LLC60$30.0K0.00%––
Abundance Wealth Counselors62$31.0K0.01%––
Valeo Financial Advisors, LLC75$37.0K0.00%––
IronBridge Private Wealth, LLC75$37.0K0.02%––
Quadrant Capital Group LLC86$42.0K0.01%––
Baystate Wealth Management LLC90$44.0K0.00%––
Contravisory Investment Management, Inc.96$47.0K0.01%––
Cullen/Frost Bankers, Inc.100$49.0K0.00%––
HM Payson & Co100$49.0K0.00%––
TCTC Holdings, LLC100$49.0K0.00%––
Berman Capital Advisors, LLC116$57.0K0.01%––
Jacobi Capital Management LLC119$59.0K0.01%––
Penserra Capital Management LLC127$62.0K0.00%––
Twin Lakes Capital Management, LLC126$62.0K0.04%––
Kistler-Tiffany Companies, LLC127$63.0K0.02%––
Riverview Trust Co129$64.0K0.07%––
CKW Financial Group132$65.0K0.01%––
Islay Capital Management, LLC136$67.0K0.06%––
Exane Derivatives144$71.1K0.02%––
Ninety One SA (PTY) Ltd148$73.0K0.03%––
Parkside Financial Bank & Trust159$78.0K0.02%––
Central Trust Co165$81.0K0.00%––
Endurance Wealth Management, Inc.165$81.0K0.01%––
Global Retirement Partners, LLC169$83.0K0.01%––
Exchange Traded Concepts, LLC172$85.0K0.00%––
Parallel Advisors, LLC181$89.0K0.00%––
International Assets Investment Management, LLC201$90.0K0.01%––
O'Shaughnessy Asset Management, LLC190$94.0K0.00%––
Private Capital Group, LLC191$94.0K0.02%––
NEXT Financial Group, Inc194$96.0K0.01%––
Geneos Wealth Management Inc.175$100.0K0.00%––
Wolverine Asset Management LLC211$104.0K0.00%––
Leonteq Securities AG220$108.6K0.01%––
Lindbrook Capital, LLC224$111.0K0.03%––
Signaturefd, LLC250$123.0K0.01%––
Twin Tree Management, LP298$147.0K0.01%––
American Portfolios Advisors328$161.9K0.01%––
Capstone Investment Advisors, LLC338$167.0K0.01%––