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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
Magnetar Financial LLC425$236.0K0.00%−7,547−94.7%Reduced
Qtron Investments LLC424$236.0K0.06%+424New
Quest Capital Management Inc420$234.0K0.05%−29−6.5%Reduced
Camden Capital, LLC421$234.0K0.05%+421New
XR Securities LLC413$230.0K0.19%−73−15.0%Reduced
CIBC Private Wealth Group, LLC412$229.0K0.00%00.0%Unchanged
Wetherby Asset Management Inc411$229.0K0.01%+411New
Putnam Investments LLC410$228.0K0.00%+410New
Jupiter Asset Management Ltd408$227.0K0.00%−89−17.9%Reduced
Wagner Wealth Management, LLC400$223.0K0.16%00.0%Unchanged
Neville Rodie & Shaw Inc400$223.0K0.02%+400New
FineMark National Bank & Trust400$223.0K0.01%+400New
E&G Advisors, LP0$223.0K0.06%0New
Blue Edge Capital, LLC400$222.6K0.05%+400New
Brown Advisory Inc399$222.0K0.00%−158−28.4%Reduced
Mayflower Financial Advisors, LLC397$221.0K0.03%+397New
Northeast Investment Management395$220.0K0.01%+395New
Integrated Wealth Concepts LLC386$215.0K0.01%+386New
Monument Capital Management385$214.0K0.07%+385New
Raymond James Trust N.A.383$213.0K0.01%−31−7.5%Reduced
WD Rutherford LLC380$211.0K0.12%+380New
Meridian Investment Counsel Inc.378$210.0K0.07%+378New
D. E. Shaw & Co., Inc.374$208.0K0.00%−5,950−94.1%Reduced
Kestra Private Wealth Services, LLC374$208.0K0.01%+374New
Central Trust Co367$204.0K0.01%+202+122.4%Added
First Foundation Advisors367$204.0K0.01%+367New
Vestmark Advisory Solutions, Inc.366$204.0K0.01%+366New
Old National Bancorp364$202.0K0.01%+364New
Benjamin F. Edwards & Company, Inc.360$200.0K0.01%−5,173−93.5%Reduced
Cresset Asset Management, LLC360$200.0K0.00%+360New
Lineweaver Wealth Advisors, LLC361$200.0K0.07%+361New
Vantage Consulting Group Inc359$200.0K0.03%+359New
North Star Investment Management Corp.350$195.0K0.02%00.0%Unchanged
Financial Avengers, Inc.350$195.0K0.13%00.0%Unchanged
Parallel Advisors, LLC311$173.0K0.01%+130+71.8%Added
American Portfolios Advisors294$163.6K0.01%−34−10.4%Reduced
Exane Derivatives280$162.1K0.04%+136+94.4%Added
Anfield Capital Management, LLC260$145.0K0.06%+260New
Signaturefd, LLC259$144.0K0.01%+9+3.6%Added
O'Shaughnessy Asset Management, LLC249$139.0K0.00%+59+31.1%Added
Lindbrook Capital, LLC229$127.0K0.03%+5+2.2%Added
Leonteq Securities AG220$122.4K0.01%00.0%Unchanged
Berman Capital Advisors, LLC207$115.0K0.02%+91+78.4%Added
Private Capital Group, LLC189$105.0K0.02%−2−1.0%Reduced
Federated Hermes, Inc.183$102.0K0.00%−446−70.9%Reduced
HM Payson & Co181$101.0K0.00%+81+81.0%Added
MUFG Americas Holdings Corp179$100.0K0.00%−1,321−88.1%Reduced
Geneos Wealth Management Inc.177$100.0K0.00%+2+1.1%Added
Global Retirement Partners, LLC178$99.0K0.01%+9+5.3%Added
Penserra Capital Management LLC176$97.0K0.00%+49+38.6%Added
Contravisory Investment Management, Inc.172$96.0K0.03%+76+79.2%Added
Endurance Wealth Management, Inc.165$91.0K0.01%00.0%Unchanged
NEXT Financial Group, Inc162$90.0K0.01%−32−16.5%Reduced
Key Financial Inc159$87.0K0.05%+159New
Parkside Financial Bank & Trust148$82.0K0.02%−11−6.9%Reduced
Loomis Sayles & Co L P144$80.0K0.00%+119+476.0%Added
Islay Capital Management, LLC136$76.0K0.06%00.0%Unchanged
CKW Financial Group132$75.0K0.01%00.0%Unchanged
Riverview Trust Co129$72.0K0.08%00.0%Unchanged
Kistler-Tiffany Companies, LLC127$71.0K0.02%00.0%Unchanged
Twin Lakes Capital Management, LLC126$70.0K0.04%00.0%Unchanged
Jacobi Capital Management LLC119$66.0K0.01%00.0%Unchanged
Loring Wolcott & Coolidge Fiduciary Advisors LLP110$61.0K0.00%+110New
Cullen/Frost Bankers, Inc.100$56.0K0.00%00.0%Unchanged
TCTC Holdings, LLC100$56.0K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.93$51.0K0.01%+41+78.8%Added
Baystate Wealth Management LLC90$50.0K0.00%00.0%Unchanged
IFP Advisors, Inc83$47.0K0.00%−6,850−98.8%Reduced
Trustcore Financial Services, LLC80$45.0K0.00%+20+33.3%Added
Quadrant Capital Group LLC70$39.0K0.01%−16−18.6%Reduced
Logan Capital Management Inc60$33.0K0.00%00.0%Unchanged
CX Institutional59$33.0K0.00%+3+5.4%Added
Proequities, Inc.58$32.0K0.00%+1+1.8%Added
HHM Wealth Advisors, LLC58$32.0K0.01%+56+2,800.0%Added
Gemmer Asset Management LLC54$30.0K0.00%00.0%Unchanged
KB Financial Partners, LLC54$30.0K0.01%+9+20.0%Added
Mark Sheptoff Financial Planning, LLC50$28.0K0.02%+50New
Caldwell Trust Co45$25.0K0.00%00.0%Unchanged
Larson Financial Group LLC43$24.0K0.01%00.0%Unchanged
Kings Point Capital Management40$22.0K0.00%00.0%Unchanged
AdvisorNet Financial, Inc37$21.0K0.00%00.0%Unchanged
Evoke Wealth, LLC37$21.0K0.00%+6+19.4%Added
West Oak Capital, LLC35$19.0K0.01%00.0%Unchanged
Enterprise Financial Services Corp32$18.0K0.00%00.0%Unchanged
Paragon Wealth Strategies, LLC33$18.0K0.00%+33New
GPS Wealth Strategies Group, LLC31$17.0K0.00%+31New
Liberty Wealth Management LLC29$16.0K0.01%−2−6.5%Reduced
Farmers & Merchants Investments Inc28$16.0K0.00%+2+7.7%Added
Valley National Advisers Inc29$16.0K0.00%+13+81.3%Added
TCI Wealth Advisors, Inc.28$16.0K0.00%+13+86.7%Added
Evolution Wealth Advisors, LLC27$15.0K0.00%00.0%Unchanged
IronBridge Private Wealth, LLC25$14.0K0.01%−50−66.7%Reduced
CVA Family Office, LLC25$14.0K0.00%−5−16.7%Reduced
Field & Main Bank25$14.0K0.01%+25New
Lenox Wealth Advisors, LLC24$13.0K0.00%00.0%Unchanged
Earnest Partners LLC21$12.0K0.00%00.0%Unchanged
Zions Bancorporation, N.A.21$12.0K0.00%00.0%Unchanged
First Horizon Corp17$9.00K0.00%00.0%Unchanged
CWM, LLC15$8.00K0.00%00.0%Unchanged
Front Row Advisors LLC14$8.00K0.00%+1+7.7%Added