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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
North Star Investment Management Corp.350$173.0K0.02%––
Financial Avengers, Inc.350$173.0K0.13%––
Steward Partners Investment Advisory, LLC386$190.6K0.00%––
Wagner Wealth Management, LLC400$197.0K0.15%––
Versor Investments LP407$201.0K0.01%––
CIBC Private Wealth Group, LLC412$203.0K0.00%––
Raymond James Trust N.A.414$204.0K0.01%––
Trust Asset Management LLC414$204.0K0.03%––
Gateway Advisory, LLC432$213.0K0.05%––
Clearstead Advisors, LLC435$215.0K0.02%––
NewEdge Wealth, LLC435$215.0K0.02%––
Blueshift Asset Management, LLC443$219.0K0.02%––
A.R.T. Advisors, LLC448$221.0K1.20%––
Quest Capital Management Inc449$222.0K0.05%––
Silvercrest Asset Management Group LLC452$223.0K0.00%––
AE Wealth Management LLC453$224.0K0.00%––
RFG Advisory, LLC462$228.0K0.02%––
Liberty One Investment Management, LLC472$233.0K0.04%––
RMR Wealth Builders480$237.0K0.06%––
Personal Capital Advisors Corp483$238.0K0.00%––
Gyon Technologies Capital Management, LP484$239.0K0.10%––
XR Securities LLC486$240.0K0.13%––
Baldwin Brothers Inc490$242.0K0.03%––
Cetera Advisor Networks LLC491$242.0K0.01%––
Jupiter Asset Management Ltd497$245.0K0.00%––
Menlo Advisors LLC500$246.0K0.15%––
Americana Partners, LLC500$246.0K0.15%––
Round Table Services, LLC500$247.0K0.06%––
Heritage Trust Co500$247.0K0.04%––
Tucker Asset Management LLC507$250.3K0.13%––
Harbour Investments, Inc.522$258.0K0.01%––
Meiji Yasuda Asset Management Co Ltd.526$260.0K0.02%––
Smithfield Trust Co534$263.0K0.02%––
Sentry Investment Management LLC535$264.0K0.07%––
Greenleaf Trust535$264.0K0.00%––
Toroso Investments, LLC535$264.0K0.01%––
KCM Investment Advisors LLC537$265.0K0.01%––
Squarepoint Ops LLC537$265.0K0.00%––
Mather Group, LLC.539$266.0K0.01%––
Nomura Holdings Inc540$267.0K0.00%––
Corbett Road Capital Management, LLC549$271.0K0.40%––
Birch Hill Investment Advisors LLC550$272.0K0.02%––
Peddock Capital Advisors, LLC552$273.0K0.10%––
Brown Advisory Inc557$275.0K0.00%––
Tiemann Investment Advisors, LLC560$276.0K0.14%––
Patten Group, Inc.560$276.0K0.09%––
Johnson Financial Group, Inc.561$277.0K0.02%––
Renasant Bank560$277.0K0.22%––
BSW Wealth Partners572$282.0K0.08%––
Meristem Family Wealth, LLC573$283.0K0.06%––
Barber Financial Group, Inc.586$289.0K0.04%––
QS Investors, LLC591$292.0K0.00%––
YorkBridge Wealth Partners, LLC596$294.0K0.09%––
C M Bidwell & Associates Ltd602$297.0K0.22%––
Centaurus Financial, Inc.607$300.0K0.03%––
Optimal Asset Management, Inc.610$301.0K0.04%––
Johnson Midwest Financial, LLC611$302.0K0.32%––
Synovus Financial Corp616$304.0K0.00%––
Kestra Advisory Services, LLC617$305.0K0.00%––
Alps Advisors Inc627$310.0K0.00%––
Federated Hermes, Inc.629$311.0K0.00%––
PAX Financial Group, LLC647$319.0K0.09%––
Conning Inc.659$325.0K0.01%––
Stonehage Fleming Financial Services Holdings Ltd661$326.0K0.01%––
Vista Capital Partners, Inc.672$332.0K0.05%––
Illinois Municipal Retirement Fund678$335.0K0.01%––
Avantax Advisory Services, Inc.694$339.0K0.01%––
Harvest Investment Services, LLC698$344.0K0.15%––
Dorsey & Whitney Trust CO LLC706$349.0K0.03%––
Arjuna Capital706$349.0K0.17%––
Gsa Capital Partners LLP708$350.0K0.06%––
Integrated Advisors Network LLC722$356.0K0.03%––
Harvest Fund Management Co., Ltd726$358.0K0.03%––
NuWave Investment Management, LLC734$362.0K0.46%––
Chesley Taft & Associates LLC740$363.0K0.02%––
Peregrine Capital Management LLC738$364.0K0.01%––
Coldstream Capital Management Inc742$366.0K0.02%––
Aureus Asset Management, LLC750$370.0K0.03%––
Ameritas Investment Partners, Inc.754$372.0K0.01%––
Advisory Services Network, LLC758$374.0K0.01%––
Dakota Wealth Management767$379.0K0.05%––
We Are One Seven, LLC769$379.0K0.07%––
GW Henssler & Associates Ltd776$383.0K0.03%––
180 Wealth Advisors, LLC675$385.0K0.10%––
Polar Asset Management Partners Inc.791$390.0K0.01%––
Curi Capital792$390.0K0.25%––
Strategy Asset Managers LLC797$393.0K0.09%––
Everence Capital Management Inc800$395.0K0.04%––
Livforsakringsbolaget Skandia, Omsesidigt800$395.0K0.03%––
Douglass Winthrop Advisors, LLC804$397.0K0.01%––
Verition Fund Management LLC815$402.0K0.01%––
Sterling Manor Financial, LLC817$403.0K0.36%––
New Jersey Better Educational Savings Trust820$405.0K0.89%––
IndexIQ Advisors LLC826$408.0K0.01%––
Perpetual Investment Management Ltd834$410.0K0.07%––
Sierra Capital LLC830$410.0K0.08%––
Great Diamond Partners, LLC843$416.0K0.13%––
Wealthstreet Investment Advisors, LLC850$420.0K0.04%––
Prudent Man Advisors, LLC856$423.0K0.18%––
DuPont Capital Management Corp860$425.0K0.01%––