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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
Marshall Wace North America L.P.42,888$21.2M0.09%––
Pinebridge Investments, L.P.43,183$21.3M0.27%––
Man Group plc44,699$22.1M0.10%––
Standard Life Aberdeen plc44,708$22.1M0.05%––
STRS Ohio45,441$22.4M0.08%––
Teacher Retirement System of Texas45,621$22.5M0.13%––
Brandywine Global Investment Management, LLC46,154$22.8M0.17%––
SEI Investments Co47,582$22.8M0.06%––
Prudential Financial Inc47,783$23.6M0.04%––
BNP PARIBAS ASSET MANAGEMENT Holding S.A.49,104$24.2M0.10%––
CIBC World Markets Corp49,575$24.5M0.16%––
HSBC Holdings PLC49,578$24.5M0.03%––
Prio Wealth Limited Partnership51,804$25.6M0.92%––
Stieven Capital Advisors, L.P.52,988$26.2M3.26%––
Bank of Nova Scotia54,828$27.1M0.05%––
E. Ohman J:or Asset Management AB56,227$27.8M1.00%––
New York State Common Retirement Fund59,500$29.4M0.03%––
Adage Capital Partners GP, L.L.C.59,638$29.4M0.06%––
FIL Ltd61,223$30.2M0.03%––
Islet Management, LP61,711$30.5M1.54%––
Caas Capital Management LP64,005$31.6M0.95%––
Robeco Institutional Asset Management B.V.68,077$33.6M0.08%––
New York State Teachers Retirement System69,632$34.4M0.07%––
Wellington Management Group LLP70,434$34.8M0.01%––
State Board of Administration of Florida Retirement System71,337$35.2M0.07%––
AXA S.A.72,657$35.9M0.11%––
Citigroup Inc72,924$36.0M0.03%––
National Pension Service73,949$36.5M0.08%––
RMB Capital Management, LLC73,955$36.5M1.35%––
Bridges Investment Management Inc74,818$36.9M1.08%––
Allianz Asset Management GmbH75,749$37.4M0.04%––
Rhumbline Advisers77,105$38.1M0.05%––
First Republic Investment Management, Inc.84,125$41.5M0.13%––
Marshall Wace, LLP89,113$44.0M0.23%––
Credit Suisse AG94,146$46.5M0.03%––
California State Teachers Retirement System95,557$47.2M0.06%––
Millennium Management LLC102,101$50.4M0.07%––
Douglas Lane & Associates, LLC107,539$53.1M0.82%––
Public Employees Retirement Association of Colorado115,027$56.8M0.27%––
Axiom Investors LLC115,032$56.8M1.03%––
Prudential PLC115,125$56.8M0.39%––
KBC Group NV117,847$58.2M0.24%––
California Public Employees Retirement System118,723$58.6M0.04%––
Trillium Asset Management, LLC119,066$58.8M1.86%––
Zurcher Kantonalbank (Zurich Cantonalbank)120,837$59.7M0.35%––
Mackenzie Financial Corp121,092$59.8M0.09%––
FMR LLC124,172$61.3M0.01%––
Sound Shore Management Inc127,227$62.8M1.83%––
Scout Investments, Inc.132,852$65.6M0.99%––
Barclays PLC133,983$66.1M0.06%––
Jane Street Group, LLC134,119$66.2M0.19%––
Capital International Inc152,202$75.1M0.70%––
Chicago Capital, LLC156,025$77.0M3.25%––
Manufacturers Life Insurance Company, The158,375$78.2M0.07%––
Stephens Investment Management Group LLC158,444$78.2M1.14%––
UBS Group AG158,636$78.3M0.04%––
Rathbone Brothers plc161,145$79.6M1.02%––
Sarasin & Partners LLP162,214$80.1M0.94%––
Wells Fargo & Company162,675$80.3M0.02%––
Nuveen Asset Management, LLC164,591$81.3M0.03%––
Kames Capital plc165,168$81.5M1.21%––
Pictet Asset Management Ltd183,646$90.7M0.11%––
Principal Financial Group Inc188,458$93.0M0.07%––
Clearbridge Investments, LLC198,132$97.8M0.07%––
Parametric Portfolio Associates LLC198,491$98.0M0.06%––
AQR Capital Management LLC213,619$104.5M0.17%––
Handelsbanken Fonder AB223,835$110.5M0.63%––
Price T Rowe Associates Inc224,361$110.8M0.01%––
UBS Asset Management Americas Inc233,975$115.5M0.05%––
Ensign Peak Advisors, Inc237,160$117.1M0.25%––
Diamond Hill Capital Management Inc247,264$122.1M0.49%––
Charles Schwab Investment Management Inc252,012$124.4M0.05%––
Massachusetts Financial Services Co255,590$126.2M0.04%––
Goldman Sachs Group Inc293,509$144.9M0.04%––
Amundi Asset Management US, Inc.294,837$145.5M0.11%––
Deutsche Bank AG295,995$146.1M0.08%––
Legal & General Group Plc303,602$149.9M0.06%––
Sumitomo Mitsui Trust Holdings, Inc.317,625$156.8M0.10%––
Natixis324,130$160.0M0.52%––
Champlain Investment Partners, LLC340,644$168.2M0.87%––
Franklin Resources Inc347,015$171.3M0.07%––
Waddell & Reed Financial Inc362,026$178.7M0.37%––
Ameriprise Financial Inc374,595$184.9M0.06%––
Dimensional Fund Advisors LP389,971$192.5M0.06%––
Lord, Abbett & Co. LLC395,092$195.0M0.50%––
Bank of Montreal403,501$197.7M0.14%––
Frontier Capital Management Co LLC408,550$201.7M1.53%––
Bank of New York Mellon Corp414,952$204.8M0.04%––
Citadel Advisors LLC445,853$220.1M0.23%––
Ninety One UK Ltd473,057$233.5M0.66%––
Victory Capital Management Inc486,650$240.2M0.25%––
Norges Bank499,975$246.8M0.06%––
Northern Trust Corp551,863$272.4M0.05%––
Swedbank AB560,092$276.5M0.57%––
APG Asset Management N.V.665,846$279.7M0.48%––
Capital Research Global Investors578,861$285.8M0.07%––
Janus Henderson Group PLC584,598$288.6M0.13%––
Artisan Partners Limited Partnership601,177$296.8M0.39%––
Neuberger Berman Group LLC610,181$301.1M0.29%––
Fisher Asset Management, LLC668,790$330.2M0.23%––