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, Q3 2021
Institutional positions in SVB Financial Group as of Sep 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
- 778
- +50 vs. Q2 2021
- Shares held
- 53.1M
- +3.55M (+7.2%) vs. Q2 2021
- Total value
- $34.3B
- +$6.78B (+24.6%) vs. Q2 2021
- New holders
- 104
- 328 more added
- Sold out
- 54
- 233 more reduced
6 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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.
| 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, Q3 2021
Shares, value and share of portfolio for each institution holding SVB Financial Group; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −1,394−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| NuWave Investment Management, LLC | 0 | $0 | 0.00% | −1,132−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −1,116−100.0% | Sold out |
| PGGM Investments | 0 | $0 | 0.00% | −1,050−100.0% | Sold out |
| First Heartland Consultants, Inc. | 0 | $0 | 0.00% | −976−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −950−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −772−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −724−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −708−100.0% | Sold out |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −664−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −661−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −638−100.0% | Sold out |
| Marino, Stram & Associates LLC | 0 | $0 | 0.00% | −596−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −568−100.0% | Sold out |
| PRW Wealth Management LLC | 0 | $0 | 0.00% | −560−100.0% | Sold out |
| Karp Capital Management Corp | 0 | $0 | 0.00% | −474−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −425−100.0% | Sold out |
| Qtron Investments LLC | 0 | $0 | 0.00% | −424−100.0% | Sold out |
| Quest Capital Management Inc | 0 | $0 | 0.00% | −420−100.0% | Sold out |
| XR Securities LLC | 0 | $0 | 0.00% | −413−100.0% | Sold out |
| FineMark National Bank & Trust | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| E&G Advisors, LP | 0 | $0 | 0.00% | 0 | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −374−100.0% | Sold out |
| Anfield Capital Management, LLC | 0 | $0 | 0.00% | −260−100.0% | Sold out |
| KB Financial Partners, LLC | 0 | $0 | 0.00% | −54−100.0% | Sold out |
| Mark Sheptoff Financial Planning, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Paragon Wealth Strategies, LLC | 0 | $0 | 0.00% | −33−100.0% | Sold out |
| CVA Family Office, LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Altshuler Shaham Ltd | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Wolff Wiese Magana LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Summit Wealth Group, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Pictet Asset Management Ltd | – | – | – | – | Not filed |
| QS Investors, LLC | – | – | – | – | Not filed |
| Western Wealth Management, LLC | – | – | – | – | Not filed |
| First Horizon Corp | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |
| San Francisco Sentry Investment Group (Ca) | – | – | – | – | Not filed |