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
Ashford Capital Management Inc	5,696	$2.81M	0.26%	–	–
Brookfield Asset Management Inc.	5,634	$2.78M	0.01%	–	–
Benjamin F. Edwards & Company, Inc.	5,533	$2.73M	0.15%	–	–
Exencial Wealth Advisors, LLC	5,500	$2.71M	0.16%	–	–
US Bancorp	5,474	$2.70M	0.01%	–	–
HBK Investments L P	5,424	$2.68M	0.03%	–	–
Public Sector Pension Investment Board	5,103	$2.52M	0.02%	–	–
Nissay Asset Management Corp	5,065	$2.50M	0.02%	–	–
Argent Capital Management LLC	4,831	$2.38M	0.08%	–	–
CWM Advisors, LLC	4,818	$2.38M	0.36%	–	–
Fred Alger Management, LLC	4,796	$2.37M	0.01%	–	–
Securian Asset Management, Inc	4,767	$2.35M	0.05%	–	–
L & S Advisors Inc	4,716	$2.33M	0.26%	–	–
Mirae Asset Global Investments Co., Ltd.	4,664	$2.30M	0.01%	–	–
Hayden Royal, LLC	4,636	$2.29M	1.31%	–	–
Group One Trading, L.P.	4,616	$2.28M	0.05%	–	–
Daiwa Securities Group Inc.	4,603	$2.27M	0.02%	–	–
Ramiah Investment Group	4,522	$2.23M	1.68%	–	–
Quantbot Technologies LP	4,514	$2.23M	0.21%	–	–
CIBC Asset Management Inc	4,512	$2.23M	0.01%	–	–
Dai-Ichi Life Insurance Company, Ltd	4,470	$2.21M	0.03%	–	–
Swiss Life Asset Management Ltd	4,376	$2.16M	0.03%	–	–
Sit Investment Associates Inc	4,375	$2.16M	0.06%	–	–
Shelton Capital Management	4,354	$2.15M	0.08%	–	–
Enterprise Trust & Investment Co	4,335	$2.14M	0.96%	–	–
Tower Research Capital LLC (TRC)	4,283	$2.11M	0.04%	–	–
Piershale Financial Group, Inc.	4,245	$2.10M	0.91%	–	–
Creative Planning	4,146	$2.05M	0.00%	–	–
Point72 Asset Management, L.P.	4,147	$2.05M	0.01%	–	–
Teachers Retirement System of the State of Kentucky	4,050	$2.00M	0.02%	–	–
Occudo Quantitative Strategies LP	4,039	$1.99M	0.44%	–	–
Sumitomo Life Insurance Co	4,034	$1.99M	0.08%	–	–
Zacks Investment Management	4,013	$1.98M	0.04%	–	–
HighTower Advisors, LLC	3,980	$1.96M	0.01%	–	–
Westpac Banking Corp	3,962	$1.96M	0.02%	–	–
Mercer Global Advisors Inc	3,951	$1.95M	0.02%	–	–
Sowell Financial Services LLC	3,353	$1.94M	0.07%	–	–
Maryland State Retirement & Pension System	3,931	$1.94M	0.07%	–	–
Scotia Capital Inc.	3,825	$1.89M	0.02%	–	–
CIBC World Markets Inc.	3,813	$1.88M	0.01%	–	–
Wealthfront Advisers LLC	3,793	$1.87M	0.01%	–	–
White Pine Capital LLC	3,727	$1.84M	0.58%	–	–
Mutual Advisors, LLC	3,662	$1.81M	0.12%	–	–
Chartwell Investment Partners, LLC	3,577	$1.77M	0.05%	–	–
ING Groep NV	3,573	$1.76M	0.04%	–	–
Cetera Investment Advisers	3,544	$1.75M	0.03%	–	–
Grantham, Mayo, Van Otterloo & Co. LLC	3,525	$1.74M	0.01%	–	–
Achmea Investment Management B.V.	3,449	$1.70M	0.06%	–	–
Donoghue Forlines LLC	3,449	$1.70M	0.33%	–	–
Keybank National Association	3,432	$1.69M	0.01%	–	–
Van Eck Associates Corp	3,425	$1.69M	0.00%	–	–
Aigen Investment Management, LP	3,419	$1.69M	0.22%	–	–
EagleClaw Capital Managment, LLC	3,393	$1.68M	0.48%	–	–
New Mexico Educational Retirement Board	3,350	$1.65M	0.07%	–	–
Fulton Bank, N.A.	3,304	$1.63M	0.08%	–	–
Louisiana State Employees Retirement System	3,300	$1.63M	0.04%	–	–
Boothbay Fund Management, LLC	3,246	$1.60M	0.09%	–	–
Brighton Jones LLC	3,220	$1.59M	0.09%	–	–
Buckingham Strategic Wealth, LLC	3,213	$1.59M	0.08%	–	–
Lazard Asset Management LLC	3,210	$1.58M	0.00%	–	–
Capital Management Associates	3,200	$1.58M	1.63%	–	–
Sumitomo Mitsui DS Asset Management Company, Ltd	3,196	$1.58M	0.04%	–	–
American Century Companies Inc	3,188	$1.57M	0.00%	–	–
Kentucky Retirement Systems	3,188	$1.57M	0.08%	–	–
Hohimer Wealth Management, LLC	3,185	$1.57M	0.38%	–	–
B. Metzler seel. Sohn & Co. Holding AG	3,137	$1.55M	0.03%	–	–
Patton Fund Management, Inc.	3,123	$1.54M	0.82%	–	–
Wade G W & Inc	3,078	$1.52M	0.08%	–	–
SG Americas Securities, LLC	3,054	$1.51M	0.01%	–	–
Capital International Sarl	3,053	$1.51M	0.14%	–	–
Symmetry Partners, LLC	3,014	$1.49M	0.11%	–	–
Pacer Advisors, Inc.	3,013	$1.49M	0.03%	–	–
Supplemental Annuity Collective Trust of NJ	3,000	$1.48M	0.51%	–	–
Virtue Capital Management, LLC	2,973	$1.47M	0.35%	–	–
Advisors Preferred, LLC	3,021	$1.46M	0.21%	–	–
Pallas Capital Advisors LLC	2,458	$1.42M	0.32%	–	–
Stonnington Group, LLC	2,552	$1.40M	0.34%	–	–
Caisse de Depot Et Placement du Quebec	2,821	$1.39M	0.00%	–	–
Amalgamated Bank	2,813	$1.39M	0.05%	–	–
Spirit of America Management Corp	2,723	$1.34M	0.32%	–	–
Heartland Bank & Trust Co	2,717	$1.34M	1.23%	–	–
Meeder Asset Management Inc	2,667	$1.32M	0.07%	–	–
Oppenheimer Asset Management Inc.	2,662	$1.31M	0.02%	–	–
Cambridge Trust Co	2,660	$1.31M	0.05%	–	–
Jackson Square Capital, LLC	2,651	$1.31M	0.50%	–	–
M&G Investment Management Ltd	2,645	$1.31M	0.01%	–	–
Kinneret Advisory, LLC	2,627	$1.30M	0.17%	–	–
Commerce Bank	2,616	$1.29M	0.01%	–	–
Dynamic Technology Lab Private Ltd	2,611	$1.29M	0.15%	–	–
Stratos Wealth Partners, LTD.	2,591	$1.28M	0.04%	–	–
Banque Cantonale Vaudoise	2,500	$1.24M	0.06%	–	–
Hanlon Investment Management, Inc.	2,479	$1.22M	0.27%	–	–
Rockefeller Capital Management L.P.	2,452	$1.21M	0.01%	–	–
Bokf, NA	2,426	$1.20M	0.02%	–	–
Federation des caisses Desjardins du Quebec	2,386	$1.18M	0.01%	–	–
RiverTree Advisors, LLC	2,376	$1.17M	0.82%	–	–
Y-Intercept (Hong Kong) Ltd	2,377	$1.17M	0.31%	–	–
Northwestern Mutual Investment Management Company, LLC	2,356	$1.16M	0.02%	–	–
Money Concepts Capital Corp	2,325	$1.15M	0.09%	–	–
Belpointe Asset Management LLC	2,309	$1.14M	0.10%	–	–