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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
Wellington Shields Capital Management, LLC875$432.0K0.04%––
Savant Capital, LLC878$433.0K0.02%––
Michael B. Yongue877$433.0K0.34%––
Bartlett & Co. Wealth Management LLC903$445.8K0.01%––
Echo Street Capital Management LLC904$446.0K0.00%––
Bartlett & Co. LLC903$446.0K0.01%––
Flagship Harbor Advisors, LLC927$458.0K0.05%––
Regentatlantic Capital LLC936$462.0K0.02%––
Centiva Capital, LP948$468.0K0.07%––
Gateway Investment Advisers LLC951$469.0K0.01%––
Corient Capital Partners, LLC950$469.0K0.04%––
William Blair Investment Management, LLC966$477.0K0.00%––
AXS Investments LLC980$484.0K0.17%––
Beacon Investment Advisory Services, Inc.986$487.0K0.02%––
Wealthspire Advisors, LLC993$490.0K0.01%––
Arrowstreet Capital, Limited Partnership1,000$494.0K0.00%––
Vestcor Inc1,005$496.0K0.02%––
Alpha Cubed Investments, LLC1,014$501.0K0.04%––
HighPoint Advisor Group LLC1,006$501.0K0.06%––
LS Investment Advisors, LLC1,017$502.0K0.03%––
Acadian Asset Management LLC1,021$504.0K0.00%––
JustInvest LLC1,022$505.0K0.08%––
Central Bank & Trust Co1,057$522.0K0.09%––
MML Investors Services, LLC1,062$524.0K0.01%––
EP Wealth Advisors, LLC1,063$525.0K0.02%––
Perigon Wealth Management, LLC1,072$529.0K0.05%––
Park Avenue Securities LLC1,102$544.0K0.01%––
AlphaCrest Capital Management LLC1,134$560.0K0.03%––
National Asset Management, Inc.1,139$562.0K0.02%––
FDx Advisors, Inc.1,140$563.0K0.02%––
Seeyond1,143$564.0K0.06%––
Banco Bilbao Vizcaya Argentaria, S.A.1,155$570.0K0.01%––
Summit Creek Advisors LLC1,161$573.0K0.07%––
Castleark Management LLC1,180$583.0K0.02%––
Moseley Investment Management Inc1,198$591.0K0.33%––
Moody Aldrich Partners LLC1,201$593.0K0.09%––
Hanseatic Management Services Inc1,207$596.0K1.19%––
Moors & Cabot, Inc.1,227$604.0K0.05%––
WESPAC Advisors, LLC1,241$613.0K0.46%––
Parametrica Management Ltd1,261$619.0K0.30%––
Janney Capital Management LLC1,257$621.0K0.04%––
Bailard, Inc.1,276$630.0K0.02%––
M&T Bank Corp1,284$633.0K0.00%––
Pendal Group Limited1,288$636.0K0.01%––
Quantinno Capital Management LP1,313$648.0K0.71%––
First Heartland Consultants, Inc.1,324$654.0K0.10%––
Diversified Trust Co1,395$689.0K0.03%––
Vontobel Holding Ltd.1,396$689.0K0.01%––
Bessemer Group Inc1,405$694.0K0.00%––
Atlas Capital Advisors LLC1,408$695.1K0.14%––
World Asset Management Inc1,219$697.0K0.06%––
TrimTabs Asset Management, LLC1,438$707.0K0.36%––
Kentucky Retirement Systems Insurance Trust Fund1,457$719.0K0.08%––
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH1,485$733.0K0.07%––
Jaffetilchin Investment Partners, LLC1,489$735.0K0.09%––
MUFG Americas Holdings Corp1,500$740.0K0.01%––
Tokio Marine Asset Management Co Ltd1,498$740.0K0.08%––
Lyell Wealth Management, LP1,507$744.0K0.11%––
Bridgefront Capital, LLC1,508$744.0K0.23%––
Veracity Capital LLC1,516$748.0K0.35%––
Leverage Partners Absolute Return Fund SPC1,560$770.0K0.61%––
Ballentine Partners, LLC1,585$782.0K0.03%––
Prelude Capital Management, LLC1,586$783.0K0.05%––
Norinchukin Bank, The1,609$794.0K0.01%––
Shilanski & Associates, Inc.1,608$794.0K0.42%––
Redpoint Investment Management Pty Ltd1,608$794.0K0.07%––
IHT Wealth Management, LLC1,612$796.0K0.06%––
PGGM Investments1,615$797.0K0.00%––
Ci Investments Inc.1,617$798.0K0.00%––
First Mercantile Trust Co1,616$798.0K0.09%––
B. Riley Wealth Management, Inc.1,642$811.0K0.09%––
Resources Management Corp1,646$813.0K0.12%––
Sciencast Management LP1,744$841.0K0.17%––
Private Advisory Group LLC1,710$844.0K0.24%––
AMF Pensionsforsakring AB1,740$859.0K0.01%––
IBM Retirement Fund1,750$864.0K0.06%––
Mitchell McLeod Pugh & Williams Inc1,775$876.0K0.37%––
Advisor Partners LLC1,776$877.0K0.06%––
Welch & Forbes LLC1,780$879.0K0.02%––
Sunbelt Securities, Inc.1,788$883.0K0.17%––
Oppenheimer & Co Inc1,808$893.0K0.02%––
Oxinas Partners Wealth Management LLC1,815$896.0K0.57%––
Tocqueville Asset Management L.P.1,832$904.0K0.01%––
Hancock Whitney Corp1,865$921.0K0.03%––
Pathstone Family Office, LLC1,890$933.0K0.03%––
Northwestern Mutual Wealth Management Co1,892$934.0K0.00%––
Montecito Bank & Trust1,924$950.0K0.20%––
Salem Investment Counselors Inc1,955$965.0K0.06%––
S&CO Inc1,980$977.0K0.08%––
Stephens Inc1,982$978.0K0.02%––
Profund Advisors LLC1,981$978.0K0.04%––
Rehmann Capital Advisory Group1,999$986.8K0.10%––
Cigna Investments Inc2,021$998.0K0.07%––
Blair William & Co2,038$1.01M0.00%––
Parallax Volatility Advisers, L.P.2,037$1.01M0.01%––
Allstate Corp2,042$1.01M0.03%––
Boston Partners2,046$1.01M0.00%––
Palumbo Wealth Management LLC2,075$1.02M0.77%––
Alpha Paradigm Partners, LLC2,099$1.04M0.40%––
Klingenstein Fields & Co LP2,100$1.04M0.05%––