SVB Financial Group

SIVBDelisted May 2, 2023

Industry: State Commercial Banks
SEC CIK: 0000719739

SEC filings (opens in a new tab)

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

Value heldQ1 2021: $24.4B

Institutions holding SIVB and their total value by quarter
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	$599.7K
Q4 2022	645	$13.2B
Q3 2022	674	$18.7B
Q2 2022	750	$21.7B
Q1 2022	806	$29.8B
Q4 2021	874	$35.6B
Q3 2021	778	$34.3B
Q2 2021	734	$27.6B
Q1 2021	714	$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
Institution	Shares	Value	% of portfolio	Change in shares	Action
ETF Managers Group, LLC	2,116	$1.04M	0.02%	–	–
Cushing Asset Management, LP	2,105	$1.04M	0.12%	–	–
Paloma Partners Management Co	2,116	$1.04M	0.03%	–	–
JT Stratford LLC	2,155	$1.06M	0.38%	–	–
Canada Pension Plan Investment Board	2,172	$1.07M	0.00%	–	–
Mission Wealth Management, LP	2,179	$1.08M	0.06%	–	–
FORA Capital, LLC	2,188	$1.08M	0.35%	–	–
Royal Harbor Partners, LLC	2,196	$1.08M	0.83%	–	–
First Manhattan Co	2,200	$1.09M	0.00%	–	–
Campbell & CO Investment Adviser LLC	2,200	$1.09M	0.67%	–	–
Pier 88 Investment Partners LLC	2,215	$1.09M	0.37%	–	–
Horizon Investments, LLC	2,238	$1.10M	0.04%	–	–
Teza Capital Management LLC	2,241	$1.11M	0.22%	–	–
USA Financial Portformulas Corp	2,274	$1.12M	0.91%	–	–
Belpointe Asset Management LLC	2,309	$1.14M	0.10%	–	–
Money Concepts Capital Corp	2,325	$1.15M	0.09%	–	–
Northwestern Mutual Investment Management Company, LLC	2,356	$1.16M	0.02%	–	–
Y-Intercept (Hong Kong) Ltd	2,377	$1.17M	0.31%	–	–
RiverTree Advisors, LLC	2,376	$1.17M	0.82%	–	–
Federation des caisses Desjardins du Quebec	2,386	$1.18M	0.01%	–	–
Bokf, NA	2,426	$1.20M	0.02%	–	–
Rockefeller Capital Management L.P.	2,452	$1.21M	0.01%	–	–
Hanlon Investment Management, Inc.	2,479	$1.22M	0.27%	–	–
Banque Cantonale Vaudoise	2,500	$1.24M	0.06%	–	–
Stratos Wealth Partners, LTD.	2,591	$1.28M	0.04%	–	–
Dynamic Technology Lab Private Ltd	2,611	$1.29M	0.15%	–	–
Commerce Bank	2,616	$1.29M	0.01%	–	–
Kinneret Advisory, LLC	2,627	$1.30M	0.17%	–	–
M&G Investment Management Ltd	2,645	$1.31M	0.01%	–	–
Jackson Square Capital, LLC	2,651	$1.31M	0.50%	–	–
Cambridge Trust Co	2,660	$1.31M	0.05%	–	–
Oppenheimer Asset Management Inc.	2,662	$1.31M	0.02%	–	–
Meeder Asset Management Inc	2,667	$1.32M	0.07%	–	–
Heartland Bank & Trust Co	2,717	$1.34M	1.23%	–	–
Spirit of America Management Corp	2,723	$1.34M	0.32%	–	–
Amalgamated Bank	2,813	$1.39M	0.05%	–	–
Caisse de Depot Et Placement du Quebec	2,821	$1.39M	0.00%	–	–
Stonnington Group, LLC	2,552	$1.40M	0.34%	–	–
Pallas Capital Advisors LLC	2,458	$1.42M	0.32%	–	–
Advisors Preferred, LLC	3,021	$1.46M	0.21%	–	–
Virtue Capital Management, LLC	2,973	$1.47M	0.35%	–	–
Supplemental Annuity Collective Trust of NJ	3,000	$1.48M	0.51%	–	–
Pacer Advisors, Inc.	3,013	$1.49M	0.03%	–	–
Symmetry Partners, LLC	3,014	$1.49M	0.11%	–	–
Capital International Sarl	3,053	$1.51M	0.14%	–	–
SG Americas Securities, LLC	3,054	$1.51M	0.01%	–	–
Wade G W & Inc	3,078	$1.52M	0.08%	–	–
Patton Fund Management, Inc.	3,123	$1.54M	0.82%	–	–
B. Metzler seel. Sohn & Co. Holding AG	3,137	$1.55M	0.03%	–	–
Hohimer Wealth Management, LLC	3,185	$1.57M	0.38%	–	–
American Century Companies Inc	3,188	$1.57M	0.00%	–	–
Kentucky Retirement Systems	3,188	$1.57M	0.08%	–	–
Sumitomo Mitsui DS Asset Management Company, Ltd	3,196	$1.58M	0.04%	–	–
Capital Management Associates	3,200	$1.58M	1.63%	–	–
Lazard Asset Management LLC	3,210	$1.58M	0.00%	–	–
Buckingham Strategic Wealth, LLC	3,213	$1.59M	0.08%	–	–
Brighton Jones LLC	3,220	$1.59M	0.09%	–	–
Boothbay Fund Management, LLC	3,246	$1.60M	0.09%	–	–
Louisiana State Employees Retirement System	3,300	$1.63M	0.04%	–	–
Fulton Bank, N.A.	3,304	$1.63M	0.08%	–	–
New Mexico Educational Retirement Board	3,350	$1.65M	0.07%	–	–
EagleClaw Capital Managment, LLC	3,393	$1.68M	0.48%	–	–
Aigen Investment Management, LP	3,419	$1.69M	0.22%	–	–
Van Eck Associates Corp	3,425	$1.69M	0.00%	–	–
Keybank National Association	3,432	$1.69M	0.01%	–	–
Achmea Investment Management B.V.	3,449	$1.70M	0.06%	–	–
Donoghue Forlines LLC	3,449	$1.70M	0.33%	–	–
Grantham, Mayo, Van Otterloo & Co. LLC	3,525	$1.74M	0.01%	–	–
Cetera Investment Advisers	3,544	$1.75M	0.03%	–	–
ING Groep NV	3,573	$1.76M	0.04%	–	–
Chartwell Investment Partners, LLC	3,577	$1.77M	0.05%	–	–
Mutual Advisors, LLC	3,662	$1.81M	0.12%	–	–
White Pine Capital LLC	3,727	$1.84M	0.58%	–	–
Wealthfront Advisers LLC	3,793	$1.87M	0.01%	–	–
CIBC World Markets Inc.	3,813	$1.88M	0.01%	–	–
Scotia Capital Inc.	3,825	$1.89M	0.02%	–	–
Sowell Financial Services LLC	3,353	$1.94M	0.07%	–	–
Maryland State Retirement & Pension System	3,931	$1.94M	0.07%	–	–
Mercer Global Advisors Inc	3,951	$1.95M	0.02%	–	–
Westpac Banking Corp	3,962	$1.96M	0.02%	–	–
HighTower Advisors, LLC	3,980	$1.96M	0.01%	–	–
Zacks Investment Management	4,013	$1.98M	0.04%	–	–
Sumitomo Life Insurance Co	4,034	$1.99M	0.08%	–	–
Occudo Quantitative Strategies LP	4,039	$1.99M	0.44%	–	–
Teachers Retirement System of the State of Kentucky	4,050	$2.00M	0.02%	–	–
Creative Planning	4,146	$2.05M	0.00%	–	–
Point72 Asset Management, L.P.	4,147	$2.05M	0.01%	–	–
Piershale Financial Group, Inc.	4,245	$2.10M	0.91%	–	–
Tower Research Capital LLC (TRC)	4,283	$2.11M	0.04%	–	–
Enterprise Trust & Investment Co	4,335	$2.14M	0.96%	–	–
Shelton Capital Management	4,354	$2.15M	0.08%	–	–
Sit Investment Associates Inc	4,375	$2.16M	0.06%	–	–
Swiss Life Asset Management Ltd	4,376	$2.16M	0.03%	–	–
Dai-Ichi Life Insurance Company, Ltd	4,470	$2.21M	0.03%	–	–
CIBC Asset Management Inc	4,512	$2.23M	0.01%	–	–
Quantbot Technologies LP	4,514	$2.23M	0.21%	–	–
Ramiah Investment Group	4,522	$2.23M	1.68%	–	–
Daiwa Securities Group Inc.	4,603	$2.27M	0.02%	–	–
Group One Trading, L.P.	4,616	$2.28M	0.05%	–	–
Hayden Royal, LLC	4,636	$2.29M	1.31%	–	–