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, Q1 2022
Institutional positions in SVB Financial Group as of Mar 31, 2022. 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
- 806
- −60 vs. Q4 2021
- Shares held
- 53.6M
- +984.8K (+1.9%) vs. Q4 2021
- Total value
- $29.8B
- −$5.83B (−16.4%) vs. Q4 2021
- New holders
- 76
- 293 more added
- Sold out
- 136
- 310 more reduced
8 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding SVB Financial Group; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 6,346,725 | $3.55B | 0.08% | +92,553+1.5% | Added |
| BlackRock Inc. | 5,302,020 | $2.97B | 0.08% | +154,048+3.0% | Added |
| State Street Corp | 2,932,895 | $1.64B | 0.08% | +20,340+0.7% | Added |
| Capital International Investors | 2,449,195 | $1.37B | 0.31% | +535,924+28.0% | Added |
| JPMorgan Chase & Co | 2,364,708 | $1.32B | 0.17% | +81,377+3.6% | Added |
| Alecta Pensionsforsakring, Omsesidigt | 1,779,500 | $995.5M | 4.85% | +433,000+32.2% | Added |
| Royal Bank of Canada | 1,301,905 | $728.4M | 0.19% | −342,510−20.8% | Reduced |
| Invesco Ltd. | 1,270,404 | $710.7M | 0.18% | +67,770+5.6% | Added |
| Geode Capital Management, LLC | 1,176,480 | $656.8M | 0.08% | +28,779+2.5% | Added |
| Morgan Stanley | 984,502 | $550.8M | 0.07% | +62,116+6.7% | Added |
| Capital World Investors | 925,129 | $517.6M | 0.09% | +54,341+6.2% | Added |
| Alliancebernstein L.P. | 866,679 | $484.9M | 0.19% | −6,555−0.8% | Reduced |
| Harding Loevner LP | 962,835 | $455.2M | 2.51% | −79,486−7.6% | Reduced |
| Artisan Partners Limited Partnership | 759,002 | $424.6M | 0.56% | +81,675+12.1% | Added |
| Capital Research Global Investors | 714,766 | $399.9M | 0.10% | +212,802+42.4% | Added |
| Bank of America Corp | 709,564 | $397.0M | 0.04% | +67,494+10.5% | Added |
| Franklin Resources Inc | 645,494 | $361.1M | 0.14% | +76,469+13.4% | Added |
| Northern Trust Corp | 604,673 | $338.3M | 0.06% | −8,870−1.4% | Reduced |
| Ninety One UK Ltd | 598,112 | $334.6M | 0.85% | +240,526+67.3% | Added |
| Fisher Asset Management, LLC | 590,498 | $330.4M | 0.19% | −5,273−0.9% | Reduced |
| Neuberger Berman Group LLC | 552,125 | $308.9M | 0.26% | −14,613−2.6% | Reduced |
| Ameriprise Financial Inc | 575,041 | $303.7M | 0.09% | −30,261−5.0% | Reduced |
| Swedbank AB | 538,111 | $301.0M | 0.56% | +174,400+48.0% | Added |
| Norges Bank | 512,411 | $286.7M | 0.06% | +2,031+0.4% | Added |
| APG Asset Management N.V. | 547,566 | $275.3M | 0.52% | −17,973−3.2% | Reduced |
| Bank of New York Mellon Corp | 456,030 | $255.1M | 0.05% | −83,232−15.4% | Reduced |
| Price T Rowe Associates Inc | 414,657 | $232.0M | 0.02% | +193,776+87.7% | Added |
| Victory Capital Management Inc | 457,436 | $223.1M | 0.22% | −7,822−1.7% | Reduced |
| Legal & General Group Plc | 373,485 | $208.9M | 0.06% | +24,320+7.0% | Added |
| Amundi | 381,193 | $190.7M | 0.13% | −8,235−2.1% | Reduced |
| FMR LLC | 329,978 | $184.6M | 0.01% | −463,323−58.4% | Reduced |
| Dimensional Fund Advisors LP | 328,826 | $184.0M | 0.06% | +407+0.1% | Added |
| Frontier Capital Management Co LLC | 312,281 | $174.7M | 1.58% | −20,168−6.1% | Reduced |
| Champlain Investment Partners, LLC | 309,755 | $173.3M | 0.90% | +6,374+2.1% | Added |
| Deutsche Bank AG | 301,523 | $168.7M | 0.08% | −75,951−20.1% | Reduced |
| Charles Schwab Investment Management Inc | 297,067 | $166.2M | 0.05% | +7,384+2.5% | Added |
| UBS Asset Management Americas Inc | 276,633 | $154.8M | 0.07% | +13,301+5.1% | Added |
| Janus Henderson Group PLC | 265,023 | $148.3M | 0.07% | −145,227−35.4% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 259,762 | $145.3M | 0.10% | −3,022−1.1% | Reduced |
| Sarasin & Partners LLP | 256,253 | $143.4M | 1.44% | +83,801+48.6% | Added |
| Ci Investments Inc. | 246,921 | $138.1M | 0.51% | +246,914+3,527,342.9% | Added |
| Parametric Portfolio Associates LLC | 238,609 | $133.5M | 0.07% | +8,407+3.7% | Added |
| Nuveen Asset Management, LLC | 225,307 | $127.4M | 0.04% | −8,863−3.8% | Reduced |
| Ensign Peak Advisors, Inc | 222,690 | $124.6M | 0.25% | −25,806−10.4% | Reduced |
| Sound Shore Management Inc | 221,618 | $124.0M | 3.60% | +101,118+83.9% | Added |
| Massachusetts Financial Services Co | 216,190 | $120.9M | 0.04% | +3,936+1.9% | Added |
| Diamond Hill Capital Management Inc | 210,581 | $117.8M | 0.44% | +22,206+11.8% | Added |
| Handelsbanken Fonder AB | 191,597 | $107.2M | 0.60% | +3,143+1.7% | Added |
| Pictet Asset Management SA | 186,684 | $104.4M | 0.12% | +2,674+1.5% | Added |
| Macquarie Group Ltd | 184,486 | $103.2M | 0.09% | −121,407−39.7% | Reduced |
| Public Employees Retirement Association of Colorado | 176,120 | $98.5M | 0.45% | −1,828−1.0% | Reduced |
| Adage Capital Partners GP, L.L.C. | 173,178 | $96.9M | 0.18% | +92,639+115.0% | Added |
| CIBC Private Wealth Group, LLC | 162,119 | $90.7M | 0.20% | +121,275+296.9% | Added |
| Rathbone Brothers plc | 160,695 | $89.9M | 0.92% | 00.0% | Unchanged |
| Nissay Asset Management Corp | 155,855 | $87.2M | 0.76% | +4,019+2.6% | Added |
| Manufacturers Life Insurance Company, The | 155,688 | $87.1M | 0.06% | −7,426−4.6% | Reduced |
| Credit Suisse AG | 155,347 | $86.9M | 0.07% | +1,703+1.1% | Added |
| Axiom Investors LLC | 153,705 | $86.0M | 2.03% | +119+0.1% | Added |
| STRS Ohio | 150,604 | $84.3M | 0.31% | +102,093+210.5% | Added |
| Korea Investment CORP | 143,520 | $80.3M | 0.20% | +13,317+10.2% | Added |
| AQR Capital Management LLC | 143,377 | $80.2M | 0.15% | −7,946−5.3% | Reduced |
| Goldman Sachs Group Inc | 131,948 | $73.8M | 0.02% | −16,022−10.8% | Reduced |
| Voloridge Investment Management, LLC | 131,026 | $73.3M | 0.42% | +68,490+109.5% | Added |
| First Republic Investment Management, Inc. | 130,932 | $73.3M | 0.16% | −22,008−14.4% | Reduced |
| Stephens Investment Management Group LLC | 129,827 | $72.6M | 1.06% | +2,571+2.0% | Added |
| Barclays PLC | 127,540 | $71.4M | 0.06% | −25,538−16.7% | Reduced |
| Bank of Montreal | 119,671 | $67.9M | 0.04% | −23,319−16.3% | Reduced |
| Capital International Inc | 120,784 | $67.6M | 0.76% | −4,519−3.6% | Reduced |
| California Public Employees Retirement System | 118,879 | $66.5M | 0.05% | −5,134−4.1% | Reduced |
| KBC Group NV | 118,260 | $66.2M | 0.26% | +23,530+24.8% | Added |
| Trillium Asset Management, LLC | 116,596 | $65.2M | 1.73% | −2,515−2.1% | Reduced |
| HSBC Holdings PLC | 115,137 | $64.6M | 0.09% | −17,982−13.5% | Reduced |
| FIL Ltd | 114,638 | $64.1M | 0.07% | +34,703+43.4% | Added |
| Lord, Abbett & Co. LLC | 108,048 | $60.4M | 0.16% | −345,264−76.2% | Reduced |
| Chicago Capital, LLC | 105,624 | $59.1M | 2.54% | +1,397+1.3% | Added |
| Ardevora Asset Management LLP | 102,900 | $57.6M | 0.75% | −1,800−1.7% | Reduced |
| D. E. Shaw & Co., Inc. | 102,690 | $57.5M | 0.08% | +99,369+2,992.1% | Added |
| Point72 Asset Management, L.P. | 101,000 | $56.5M | 0.25% | +638+0.6% | Added |
| Douglas Lane & Associates, LLC | 100,035 | $56.0M | 0.79% | −748−0.7% | Reduced |
| California State Teachers Retirement System | 97,185 | $54.4M | 0.07% | −5,645−5.5% | Reduced |
| Principal Financial Group Inc | 96,889 | $54.2M | 0.03% | −54,248−35.9% | Reduced |
| Allianz Asset Management GmbH | 90,775 | $50.8M | 0.04% | −5,224−5.4% | Reduced |
| Prudential Financial Inc | 88,518 | $49.5M | 0.07% | +28,095+46.5% | Added |
| TD Asset Management Inc | 87,366 | $48.9M | 0.04% | +44,975+106.1% | Added |
| Rhumbline Advisers | 87,092 | $48.7M | 0.06% | +2,459+2.9% | Added |
| Natixis | 83,777 | $46.9M | 0.16% | +37,295+80.2% | Added |
| Clearbridge Investments, LLC | 82,928 | $46.4M | 0.03% | +26,715+47.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 81,334 | $45.5M | 0.22% | −59,077−42.1% | Reduced |
| Kames Capital plc | 80,408 | $45.0M | 0.66% | −60,371−42.9% | Reduced |
| British Columbia Investment Management Corp | 79,410 | $44.4M | 0.28% | +69,104+670.5% | Added |
| National Pension Service | 78,901 | $44.1M | 0.08% | +5,770+7.9% | Added |
| Wells Fargo & Company | 76,201 | $42.6M | 0.01% | −50,034−39.6% | Reduced |
| Epoch Investment Partners, Inc. | 74,089 | $41.5M | 0.20% | +51,250+224.4% | Added |
| RMB Capital Management, LLC | 72,007 | $40.3M | 1.27% | −1,111−1.5% | Reduced |
| William Blair Investment Management, LLC | 71,038 | $39.7M | 0.12% | +69,901+6,147.8% | Added |
| Bridges Investment Management Inc | 70,702 | $39.6M | 1.22% | +6,193+9.6% | Added |
| Wellington Management Group LLP | 68,362 | $38.2M | 0.01% | −3,171−4.4% | Reduced |
| AMF Pensionsforsakring AB | 67,943 | $38.0M | 0.28% | +43,181+174.4% | Added |
| New York State Teachers Retirement System | 66,430 | $37.2M | 0.08% | −96−0.1% | Reduced |
| SEI Investments Co | 64,161 | $36.2M | 0.07% | +8,491+15.3% | Added |