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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
Resolute Partners Group14$8.00K0.00%00.0%Unchanged
Financial Management Professionals, Inc.15$8.00K0.00%+15New
Tarbox Family Office, Inc.12$7.00K0.00%00.0%Unchanged
McIlrath & Eck, LLC12$7.00K0.00%00.0%Unchanged
Heritage Wealth Management, LLC13$7.00K0.00%00.0%Unchanged
Glassman Wealth Services13$7.00K0.00%+5+62.5%Added
Altshuler Shaham Ltd12$7.00K0.00%+12New
Thompson Siegel & Walmsley LLC10$6.00K0.00%−5−33.3%Reduced
Lake Point Wealth Management10$6.00K0.00%+10New
Washington Trust Co9$5.00K0.00%−3−25.0%Reduced
San Francisco Sentry Investment Group (Ca)8$4.00K0.00%00.0%Unchanged
Pittenger & Anderson Inc7$4.00K0.00%+1+16.7%Added
Concord Wealth Partners7$4.00K0.00%+2+40.0%Added
First Horizon Advisors, Inc.8$4.00K0.00%+8New
MV Capital Management, Inc.7$4.00K0.00%+7New
Aspire Private Capital, LLC5$3.00K0.00%00.0%Unchanged
TFC Financial Management5$3.00K0.00%00.0%Unchanged
Ranger Investment Management, L.P.4$2.00K0.00%00.0%Unchanged
Massmutual Trust Co FSB3$2.00K0.00%+1+50.0%Added
BerganKDV Wealth Management, LLC3$2.00K0.00%00.0%Unchanged
Versant Capital Management, Inc3$2.00K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC3$2.00K0.00%00.0%Unchanged
Lee Financial Co4$2.00K0.00%+4New
Wolff Wiese Magana LLC3$2.00K0.00%+3New
Ten Capital Wealth Advisors, LLC4$2.00K0.00%+4New
Brewin Dolphin Ltd2$1.11K0.00%+2New
Newbridge Financial Services Group, Inc.2$1.00K0.00%00.0%Unchanged
Gradient Investments LLC1$1.00K0.00%00.0%Unchanged
Summit Wealth Group, LLC1$1.00K0.00%00.0%Unchanged
BBVA USA1$1.00K0.00%+1New
Carroll Financial Associates, Inc.2$1.00K0.00%+2New
PEAK6 Investments LLC2$1.00K0.00%+2New
WestEnd Advisors, LLC–$5560.00%–New
Swiss Life Asset Management Ltd654––−3,722−85.1%Reduced
Natixis0$00.00%−324,130−100.0%Sold out
Caas Capital Management LP0$00.00%−64,005−100.0%Sold out
Islet Management, LP0$00.00%−61,711−100.0%Sold out
Brandywine Global Investment Management, LLC0$00.00%−46,154−100.0%Sold out
Weiss Multi-Strategy Advisers LLC0$00.00%−22,539−100.0%Sold out
Holocene Advisors, LP0$00.00%−21,475−100.0%Sold out
Brookstone Capital Management0$00.00%−20,142−100.0%Sold out
Sigma Planning Corp0$00.00%−13,758−100.0%Sold out
Pinkerton Retirement Specialists, LLC0$00.00%−13,283−100.0%Sold out
Hudson Bay Capital Management LP0$00.00%−12,000−100.0%Sold out
Strycker View Capital LLC0$00.00%−11,000−100.0%Sold out
Pinz Capital Management, LP0$00.00%−10,900−100.0%Sold out
Engrave Wealth Partners LLC0$00.00%−10,314−100.0%Sold out
Assenagon Asset Management S.A.0$00.00%−10,044−100.0%Sold out
Soros Fund Management LLCSuperinvestorSoros Fund Management0$00.00%−9,600−100.0%Sold out
Connor, Clark & Lunn Investment Management Ltd.0$00.00%−8,166−100.0%Sold out
Trexquant Investment LP0$00.00%−7,689−100.0%Sold out
Moloney Securities Asset Management, LLC0$00.00%−7,072−100.0%Sold out
Bellwether Advisors, LLC0$00.00%−5,906−100.0%Sold out
Pinnacle Family Advisors, LLC0$00.00%−5,708−100.0%Sold out
HBK Investments L P0$00.00%−5,424−100.0%Sold out
Hayden Royal, LLC0$00.00%−4,636−100.0%Sold out
Piershale Financial Group, Inc.0$00.00%−4,245−100.0%Sold out
Occudo Quantitative Strategies LP0$00.00%−4,039−100.0%Sold out
Sowell Financial Services LLC0$00.00%−3,353−100.0%Sold out
Mutual Advisors, LLC0$00.00%−3,662−100.0%Sold out
Chartwell Investment Partners, LLC0$00.00%−3,577−100.0%Sold out
Donoghue Forlines LLC0$00.00%−3,449−100.0%Sold out
Aigen Investment Management, LP0$00.00%−3,419−100.0%Sold out
Advisors Preferred, LLC0$00.00%−3,021−100.0%Sold out
RiverTree Advisors, LLC0$00.00%−2,376−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−2,377−100.0%Sold out
Belpointe Asset Management LLC0$00.00%−2,309−100.0%Sold out
Teza Capital Management LLC0$00.00%−2,241−100.0%Sold out
Campbell & CO Investment Adviser LLC0$00.00%−2,200−100.0%Sold out
Palumbo Wealth Management LLC0$00.00%−2,075−100.0%Sold out
Oxinas Partners Wealth Management LLC0$00.00%−1,815−100.0%Sold out
Sciencast Management LP0$00.00%−1,744−100.0%Sold out
IHT Wealth Management, LLC0$00.00%−1,612−100.0%Sold out
Pendal Group Limited0$00.00%−1,288−100.0%Sold out
Parametrica Management Ltd0$00.00%−1,261−100.0%Sold out
Acadian Asset Management LLC0$00.00%−1,021−100.0%Sold out
LS Investment Advisors, LLC0$00.00%−1,017−100.0%Sold out
Arrowstreet Capital, Limited Partnership0$00.00%−1,000−100.0%Sold out
Wealthspire Advisors, LLC0$00.00%−993−100.0%Sold out
AXS Investments LLC0$00.00%−980−100.0%Sold out
Wealthstreet Investment Advisors, LLC0$00.00%−850−100.0%Sold out
GW Henssler & Associates Ltd0$00.00%−776−100.0%Sold out
Johnson Midwest Financial, LLC0$00.00%−611−100.0%Sold out
Barber Financial Group, Inc.0$00.00%−586−100.0%Sold out
Tucker Asset Management LLC0$00.00%−507−100.0%Sold out
Gyon Technologies Capital Management, LP0$00.00%−484−100.0%Sold out
AE Wealth Management LLC0$00.00%−453−100.0%Sold out
A.R.T. Advisors, LLC0$00.00%−448−100.0%Sold out
NewEdge Wealth, LLC0$00.00%−435−100.0%Sold out
Capstone Investment Advisors, LLC0$00.00%−338−100.0%Sold out
International Assets Investment Management, LLC0$00.00%−201−100.0%Sold out
Valeo Financial Advisors, LLC0$00.00%−75−100.0%Sold out
Abundance Wealth Counselors0$00.00%−62−100.0%Sold out
Ellevest, Inc.0$00.00%−53−100.0%Sold out
Wealthcare Advisory Partners LLC0$00.00%−37−100.0%Sold out
Sun Life Financial INC0$00.00%−31−100.0%Sold out
Wealthcare Capital Management LLC0$00.00%−19−100.0%Sold out
Meridian Wealth Partners, LLC0$00.00%−10−100.0%Sold out
Ameritas Investment Company, LLC0$00.00%−9−100.0%Sold out
Assetmark, Inc0$00.00%−7−100.0%Sold out