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Livermore
Livermore
ZHEN

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, Q2 2021

Institutional positions in SVB Financial Group as of Jun 30, 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
734
+26 vs. Q1 2021
Shares held
49.7M
+891.8K (+1.8%) vs. Q1 2021
Total value
$27.6B
+$3.57B (+14.9%) vs. Q1 2021
New holders
95
259 more added
Sold out
69
273 more reduced

6 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2021: new holders, sold out and not filed yet

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 holdersQ2 2021: 734 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 heldQ2 2021: $27.6B
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, Q2 2021

Shares, value and share of portfolio for each institution holding SVB Financial Group; share changes are against Q1 2021.

Institutions holding SIVB in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Bartlett & Co. LLC903$502.0K0.01%00.0%Unchanged
Prudent Man Advisors, LLC900$501.0K0.19%+44+5.1%Added
IndexIQ Advisors LLC886$493.0K0.02%+60+7.3%Added
Csenge Advisory Group871$492.0K0.04%+871New
Savant Capital, LLC881$490.0K0.02%+3+0.3%Added
Michael B. Yongue877$488.0K0.36%00.0%Unchanged
Vestcor Inc871$485.0K0.02%−134−13.3%Reduced
Great Diamond Partners, LLC835$464.0K0.13%−8−0.9%Reduced
Lincoln National Corp834$464.0K0.01%+834New
New Jersey Better Educational Savings Trust820$456.0K0.91%00.0%Unchanged
Everence Capital Management Inc800$445.0K0.04%00.0%Unchanged
Livforsakringsbolaget Skandia, Omsesidigt800$445.0K0.03%00.0%Unchanged
Curi Capital792$440.0K0.22%00.0%Unchanged
Strategy Asset Managers LLC784$436.0K0.09%−13−1.6%Reduced
Kestra Advisory Services, LLC780$434.0K0.00%+163+26.4%Added
180 Wealth Advisors, LLC745$433.0K0.10%+70+10.4%Added
XTX Topco Ltd779$433.0K0.15%+779New
C M Bidwell & Associates Ltd776$432.0K0.28%+174+28.9%Added
Fox Run Management, L.L.C.772$430.0K0.39%+772New
Sawtooth Solutions, LLC772$429.0K0.08%+772New
Dakota Wealth Management767$427.0K0.05%00.0%Unchanged
Sierra Capital LLC766$426.0K0.08%−64−7.7%Reduced
Ameritas Investment Partners, Inc.754$420.0K0.02%00.0%Unchanged
We Are One Seven, LLC750$417.0K0.06%−19−2.5%Reduced
Aureus Asset Management, LLC750$417.0K0.03%00.0%Unchanged
Berkshire Bank746$415.0K0.10%+746New
Toroso Investments, LLC739$411.0K0.02%+204+38.1%Added
Harvest Fund Management Co., Ltd726$410.0K0.04%00.0%Unchanged
Sterling Manor Financial, LLC732$407.0K0.33%−85−10.4%Reduced
Integrated Advisors Network LLC732$407.0K0.03%+10+1.4%Added
Maverick Capital LtdSuperinvestorMaverick Capital724$403.0K0.00%+724New
Coldstream Capital Management Inc708$394.0K0.02%−34−4.6%Reduced
Dorsey & Whitney Trust CO LLC700$389.0K0.04%−6−0.8%Reduced
QS Investors, LLC691$385.0K0.00%+100+16.9%Added
SevenOneSeven Capital Management690$384.0K1.00%+690New
BSW Wealth Partners684$381.0K0.10%+112+19.6%Added
Douglass Winthrop Advisors, LLC677$377.0K0.01%−127−15.8%Reduced
Vista Capital Partners, Inc.672$374.0K0.05%00.0%Unchanged
Lombard Odier Asset Management (Switzerland) SA664$369.0K0.02%+664New
Echo Street Capital Management LLC661$368.0K0.00%−243−26.9%Reduced
Stonehage Fleming Financial Services Holdings Ltd661$368.0K0.01%00.0%Unchanged
FORA Capital, LLC640$356.0K0.07%−1,548−70.7%Reduced
Wolverine Asset Management LLC638$355.0K0.00%+427+202.4%Added
Brown Brothers Harriman & Co638$355.0K0.00%+616+2,800.0%Added
Alps Advisors Inc627$349.0K0.00%00.0%Unchanged
Harbour Investments, Inc.620$345.0K0.01%+98+18.8%Added
Steward Partners Investment Advisory, LLC620$345.0K0.01%+234+60.6%Added
Prelude Capital Management, LLC617$343.0K0.02%−969−61.1%Reduced
Synovus Financial Corp616$343.0K0.00%00.0%Unchanged
Optimal Asset Management, Inc.610$339.0K0.04%00.0%Unchanged
Platform Technology Partners606$337.0K0.14%+606New
Conning Inc.600$334.0K0.01%−59−9.0%Reduced
Liberty One Investment Management, LLC598$333.0K0.06%+126+26.7%Added
YorkBridge Wealth Partners, LLC596$332.0K0.09%00.0%Unchanged
Marino, Stram & Associates LLC596$332.0K0.09%+596New
Empirical Finance, LLC587$327.0K0.05%+587New
Harbour Capital Advisors, LLC587$327.0K0.09%+587New
Centaurus Financial, Inc.581$323.0K0.03%−26−4.3%Reduced
Wedbush Securities Inc575$320.0K0.02%+575New
Meristem Family Wealth, LLC573$319.0K0.05%00.0%Unchanged
Greenleaf Trust570$317.0K0.00%+35+6.5%Added
Gsa Capital Partners LLP568$316.0K0.04%−140−19.8%Reduced
Tiemann Investment Advisors, LLC568$316.0K0.15%+8+1.4%Added
WESPAC Advisors, LLC567$315.0K0.60%−674−54.3%Reduced
Western Wealth Management, LLC567$315.0K0.03%+567New
Renasant Bank561$312.0K0.24%+1+0.2%Added
Patten Group, Inc.560$312.0K0.09%00.0%Unchanged
PRW Wealth Management LLC560$312.0K0.09%+560New
Polar Asset Management Partners Inc.559$311.0K0.00%−232−29.3%Reduced
Birch Hill Investment Advisors LLC550$306.0K0.02%00.0%Unchanged
Exchange Traded Concepts, LLC550$306.0K0.01%+378+219.8%Added
Peddock Capital Advisors, LLC552$304.0K0.11%00.0%Unchanged
Mather Group, LLC.540$300.0K0.01%+1+0.2%Added
Peregrine Capital Management LLC538$299.0K0.01%−200−27.1%Reduced
Sentry Investment Management LLC535$298.0K0.08%00.0%Unchanged
Smithfield Trust Co534$297.0K0.02%00.0%Unchanged
Harbor Financial Services, LLC532$296.0K0.12%+532New
Johnson Financial Group, Inc.529$294.0K0.02%−32−5.7%Reduced
Meiji Yasuda Asset Management Co Ltd.526$293.0K0.01%00.0%Unchanged
Fieldpoint Private Securities, LLC498$289.0K0.06%+483+3,220.0%Added
Wealth Advisory Solutions, LLC513$285.0K0.07%+513New
Americana Partners, LLC508$282.0K0.14%+8+1.6%Added
Round Table Services, LLC500$278.0K0.06%00.0%Unchanged
Heritage Trust Co500$278.0K0.04%00.0%Unchanged
Menlo Advisors LLC500$278.0K0.15%00.0%Unchanged
Blueshift Asset Management, LLC493$274.0K0.01%+50+11.3%Added
Baldwin Brothers Inc490$273.0K0.03%00.0%Unchanged
Trust Asset Management LLC481$268.0K0.04%+67+16.2%Added
RMR Wealth Builders480$267.0K0.09%00.0%Unchanged
Karp Capital Management Corp474$264.0K0.04%+474New
Cetera Advisor Networks LLC473$263.0K0.00%−18−3.7%Reduced
Corbett Road Capital Management, LLC471$262.0K0.46%−78−14.2%Reduced
Advisor Resource Council465$259.0K0.03%+465New
Personal Capital Advisors Corp455$253.0K0.00%−28−5.8%Reduced
Stratos Wealth Partners, LTD.452$252.0K0.01%−2,139−82.6%Reduced
RFG Advisory, LLC446$248.0K0.02%−16−3.5%Reduced
AIA Group Ltd463$248.0K0.02%+463New
Clearstead Advisors, LLC440$245.0K0.02%+5+1.1%Added
Silvercrest Asset Management Group LLC437$243.0K0.00%−15−3.3%Reduced
Cambria Investment Management, L.P.437$243.0K0.04%+437New