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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
Beacon Investment Advisory Services, Inc.986$487.0K0.02%––
AXS Investments LLC980$484.0K0.17%––
William Blair Investment Management, LLC966$477.0K0.00%––
Gateway Investment Advisers LLC951$469.0K0.01%––
Corient Capital Partners, LLC950$469.0K0.04%––
Centiva Capital, LP948$468.0K0.07%––
Regentatlantic Capital LLC936$462.0K0.02%––
Flagship Harbor Advisors, LLC927$458.0K0.05%––
Echo Street Capital Management LLC904$446.0K0.00%––
Bartlett & Co. LLC903$446.0K0.01%––
Bartlett & Co. Wealth Management LLC903$445.8K0.01%––
Savant Capital, LLC878$433.0K0.02%––
Michael B. Yongue877$433.0K0.34%––
Wellington Shields Capital Management, LLC875$432.0K0.04%––
DuPont Capital Management Corp860$425.0K0.01%––
Prudent Man Advisors, LLC856$423.0K0.18%––
Wealthstreet Investment Advisors, LLC850$420.0K0.04%––
Great Diamond Partners, LLC843$416.0K0.13%––
Perpetual Investment Management Ltd834$410.0K0.07%––
Sierra Capital LLC830$410.0K0.08%––
IndexIQ Advisors LLC826$408.0K0.01%––
New Jersey Better Educational Savings Trust820$405.0K0.89%––
Sterling Manor Financial, LLC817$403.0K0.36%––
Verition Fund Management LLC815$402.0K0.01%––
Douglass Winthrop Advisors, LLC804$397.0K0.01%––
Everence Capital Management Inc800$395.0K0.04%––
Livforsakringsbolaget Skandia, Omsesidigt800$395.0K0.03%––
Strategy Asset Managers LLC797$393.0K0.09%––
Polar Asset Management Partners Inc.791$390.0K0.01%––
Curi Capital792$390.0K0.25%––
180 Wealth Advisors, LLC675$385.0K0.10%––
GW Henssler & Associates Ltd776$383.0K0.03%––
Dakota Wealth Management767$379.0K0.05%––
We Are One Seven, LLC769$379.0K0.07%––
Advisory Services Network, LLC758$374.0K0.01%––
Ameritas Investment Partners, Inc.754$372.0K0.01%––
Aureus Asset Management, LLC750$370.0K0.03%––
Coldstream Capital Management Inc742$366.0K0.02%––
Peregrine Capital Management LLC738$364.0K0.01%––
Chesley Taft & Associates LLC740$363.0K0.02%––
NuWave Investment Management, LLC734$362.0K0.46%––
Harvest Fund Management Co., Ltd726$358.0K0.03%––
Integrated Advisors Network LLC722$356.0K0.03%––
Gsa Capital Partners LLP708$350.0K0.06%––
Dorsey & Whitney Trust CO LLC706$349.0K0.03%––
Arjuna Capital706$349.0K0.17%––
Harvest Investment Services, LLC698$344.0K0.15%––
Avantax Advisory Services, Inc.694$339.0K0.01%––
Illinois Municipal Retirement Fund678$335.0K0.01%––
Vista Capital Partners, Inc.672$332.0K0.05%––
Stonehage Fleming Financial Services Holdings Ltd661$326.0K0.01%––
Conning Inc.659$325.0K0.01%––
PAX Financial Group, LLC647$319.0K0.09%––
Federated Hermes, Inc.629$311.0K0.00%––
Alps Advisors Inc627$310.0K0.00%––
Kestra Advisory Services, LLC617$305.0K0.00%––
Synovus Financial Corp616$304.0K0.00%––
Johnson Midwest Financial, LLC611$302.0K0.32%––
Optimal Asset Management, Inc.610$301.0K0.04%––
Centaurus Financial, Inc.607$300.0K0.03%––
C M Bidwell & Associates Ltd602$297.0K0.22%––
YorkBridge Wealth Partners, LLC596$294.0K0.09%––
QS Investors, LLC591$292.0K0.00%––
Barber Financial Group, Inc.586$289.0K0.04%––
Meristem Family Wealth, LLC573$283.0K0.06%––
BSW Wealth Partners572$282.0K0.08%––
Johnson Financial Group, Inc.561$277.0K0.02%––
Renasant Bank560$277.0K0.22%––
Tiemann Investment Advisors, LLC560$276.0K0.14%––
Patten Group, Inc.560$276.0K0.09%––
Brown Advisory Inc557$275.0K0.00%––
Peddock Capital Advisors, LLC552$273.0K0.10%––
Birch Hill Investment Advisors LLC550$272.0K0.02%––
Corbett Road Capital Management, LLC549$271.0K0.40%––
Nomura Holdings Inc540$267.0K0.00%––
Mather Group, LLC.539$266.0K0.01%––
KCM Investment Advisors LLC537$265.0K0.01%––
Squarepoint Ops LLC537$265.0K0.00%––
Sentry Investment Management LLC535$264.0K0.07%––
Greenleaf Trust535$264.0K0.00%––
Toroso Investments, LLC535$264.0K0.01%––
Smithfield Trust Co534$263.0K0.02%––
Meiji Yasuda Asset Management Co Ltd.526$260.0K0.02%––
Harbour Investments, Inc.522$258.0K0.01%––
Tucker Asset Management LLC507$250.3K0.13%––
Round Table Services, LLC500$247.0K0.06%––
Heritage Trust Co500$247.0K0.04%––
Menlo Advisors LLC500$246.0K0.15%––
Americana Partners, LLC500$246.0K0.15%––
Jupiter Asset Management Ltd497$245.0K0.00%––
Baldwin Brothers Inc490$242.0K0.03%––
Cetera Advisor Networks LLC491$242.0K0.01%––
XR Securities LLC486$240.0K0.13%––
Gyon Technologies Capital Management, LP484$239.0K0.10%––
Personal Capital Advisors Corp483$238.0K0.00%––
RMR Wealth Builders480$237.0K0.06%––
Liberty One Investment Management, LLC472$233.0K0.04%––
RFG Advisory, LLC462$228.0K0.02%––
AE Wealth Management LLC453$224.0K0.00%––
Silvercrest Asset Management Group LLC452$223.0K0.00%––