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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, Q4 2021

Institutional positions in SVB Financial Group as of Dec 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
874
+107 vs. Q3 2021
Shares held
52.6M
−457.1K (−0.9%) vs. Q3 2021
Total value
$35.6B
+$1.34B (+3.9%) vs. Q3 2021
New holders
161
310 more added
Sold out
54
283 more reduced

11 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2021: 874 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 heldQ4 2021: $35.6B
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, Q4 2021

Shares, value and share of portfolio for each institution holding SVB Financial Group; share changes are against Q3 2021.

Institutions holding SIVB in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
WestEnd Advisors, LLC1$6780.00%––
Sageworth Trust Co1$1.00K0.00%−6−85.7%Reduced
Carroll Financial Associates, Inc.2$1.00K0.00%00.0%Unchanged
Surevest, LLC1$1.00K0.00%+1New
Capital Advisors, Ltd. LLC1$1.00K0.00%+1New
Harvest Group Wealth Management, LLC1$1.00K0.00%+1New
Addison Advisors LLC2$1.00K0.00%+2New
Sageworth Trust Co of South Dakota2$1.00K0.00%+2New
Cassady Schiller Wealth Management, LLC1$1.00K0.00%+1New
Archer Investment Corp2$1.36K0.00%+2New
Enterprise Financial Services Corp3$2.00K0.00%00.0%Unchanged
BerganKDV Wealth Management, LLC3$2.00K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC3$2.00K0.00%00.0%Unchanged
ClariVest Asset Management LLC3$2.00K0.00%+1+50.0%Added
SRS Capital Advisors, Inc.3$2.00K0.00%+2+200.0%Added
Blue Bell Private Wealth Management, LLC3$2.00K0.00%+3New
Patriot Financial Group Insurance Agency, LLC3$2.00K0.00%+3New
Core Alternative Capital3$2.00K0.00%+3New
Ranger Investment Management, L.P.4$3.00K0.00%00.0%Unchanged
Lee Financial Co4$3.00K0.00%00.0%Unchanged
Versant Capital Management, Inc4$3.00K0.00%00.0%Unchanged
Aspire Private Capital, LLC5$3.00K0.00%00.0%Unchanged
Ten Capital Wealth Advisors, LLC4$3.00K0.00%00.0%Unchanged
Massmutual Trust Co FSB4$3.00K0.00%+1+33.3%Added
Plante Moran Financial Advisors, LLC4$3.00K0.00%+4New
Stonebridge Capital Advisors LLC4$3.00K0.00%+4New
Schubert & Co4$3.00K0.00%+4New
Washington Trust Co6$4.00K0.00%−3−33.3%Reduced
Bellevue Asset Management, LLC6$4.00K0.00%00.0%Unchanged
Washington Trust Advisors, Inc.6$4.00K0.00%+6New
Ci Investments Inc.7$5.00K0.00%00.0%Unchanged
Concord Wealth Partners7$5.00K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.8$5.00K0.00%+4+100.0%Added
Pittenger & Anderson Inc9$6.00K0.00%00.0%Unchanged
TFC Financial Management9$6.00K0.00%+4+80.0%Added
Dark Forest Capital Management LP9$6.00K0.00%+9New
Rise Advisors, LLC10$6.78K0.01%+10New
Thompson Siegel & Walmsley LLC10$7.00K0.00%00.0%Unchanged
Ancora Advisors, LLC10$7.00K0.00%00.0%Unchanged
Lake Point Wealth Management10$7.00K0.00%00.0%Unchanged
Outfitter Financial LLC10$7.00K0.01%+10New
Gordian Capital Singapore Pte Ltd10$7.00K0.01%+10New
Tucker Asset Management LLC11$7.47K0.00%+11New
McIlrath & Eck, LLC12$8.00K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC12$8.00K0.00%+7+140.0%Added
Tarbox Family Office, Inc.14$9.00K0.00%−1−6.7%Reduced
Front Row Advisors LLC14$9.00K0.00%00.0%Unchanged
Country Trust Bank13$9.00K0.00%+8+160.0%Added
Financial Management Professionals, Inc.15$10.0K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC15$10.0K0.00%00.0%Unchanged
Mach-1 Financial Group, Inc.16$10.0K0.01%+16New
High Net Worth Advisory Group LLC15$10.0K0.00%+15New
Mine & Arao Wealth Creation & Management, LLC.16$11.0K0.01%+16New
MV Capital Management, Inc.17$12.0K0.00%+4+30.8%Added
Chilton Capital Management LLC18$12.0K0.00%+18New
Bellwether Advisors, LLC19$12.0K0.00%+19New
Covestor Ltd19$13.0K0.02%+19New
Earnest Partners LLC21$14.0K0.00%00.0%Unchanged
First Command Financial Services, Inc.20$14.0K0.00%+20New
Zions Bancorporation, N.A.22$15.0K0.00%+1+4.8%Added
TD Ameritrade Investment Management, LLC24$16.0K0.00%+24New
Macroview Investment Management LLC23$16.0K0.02%+23New
Signet Financial Management, LLC23$16.0K0.00%+23New
IronBridge Private Wealth, LLC25$17.0K0.01%00.0%Unchanged
Bell Investment Advisors, Inc25$17.0K0.00%+2+8.7%Added
CVA Family Office, LLC25$17.0K0.00%+25New
Evoke Wealth, LLC27$18.0K0.00%−3−10.0%Reduced
Lenox Wealth Advisors, LLC27$18.0K0.00%+3+12.5%Added
Farmers & Merchants Investments Inc29$20.0K0.00%00.0%Unchanged
Equitec Proprietary Markets, LLC29$20.0K0.01%+29New
GPS Wealth Strategies Group, LLC31$21.0K0.00%00.0%Unchanged
Cornerstone Advisory, LLC32$22.0K0.00%+32New
Mascoma Wealth Management LLC33$22.0K0.01%+33New
Glassman Wealth Services34$23.0K0.00%+13+61.9%Added
Castleview Partners, LLC15,599$23.0K0.00%+15,599New
Evermay Wealth Management LLC35$24.0K0.00%00.0%Unchanged
Canton Hathaway, LLC36$24.0K0.01%00.0%Unchanged
Geneos Wealth Management Inc.36$24.0K0.00%+4+12.5%Added
Amplius Wealth Advisors, LLC36$24.0K0.00%+36New
Tilia Fiduciary Partners, Inc.36$24.0K0.02%+36New
AdvisorNet Financial, Inc37$25.0K0.00%−3−7.5%Reduced
Valley National Advisers Inc37$25.0K0.00%+2+5.7%Added
EverSource Wealth Advisors, LLC37$25.0K0.01%+37New
Logan Capital Management Inc38$26.0K0.00%−22−36.7%Reduced
Field & Main Bank40$27.0K0.02%−60−60.0%Reduced
Kings Point Capital Management40$27.0K0.00%00.0%Unchanged
TCI Wealth Advisors, Inc.40$27.0K0.00%00.0%Unchanged
Carroll Investors, Inc40$27.0K0.02%+40New
Charter Oak Capital Management, LLC42$28.0K0.00%+42New
Seldon Capital LP42$28.0K0.02%+42New
Caldwell Trust Co45$30.5K0.00%00.0%Unchanged
Bank Julius Baer & Co. Ltd, Zurich47$32.0K0.00%+47New
Fortitude Advisory Group L.L.C.47$32.0K0.02%+47New
McDonald Partners LLC49$33.2K0.03%+49New
Absolute Capital Management, LLC49$33.2K0.03%+49New
Gradient Investments LLC51$35.0K0.00%+50+5,000.0%Added
HHM Wealth Advisors, LLC58$39.0K0.01%00.0%Unchanged
Larson Financial Group LLC57$39.0K0.01%+14+32.6%Added
Trustcore Financial Services, LLC60$41.0K0.00%−20−25.0%Reduced
Harbour Investments, Inc.62$42.0K0.00%−588−90.5%Reduced