Skip to main content
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, 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.

Institutional holdersQ1 2022: 806 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 heldQ1 2022: $29.8B
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, Q1 2022

Shares, value and share of portfolio for each institution holding SVB Financial Group; share changes are against Q4 2021.

Institutions holding SIVB in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
WestEnd Advisors, LLC–$5590.00%––
USA Financial Portformulas Corp1$1.00K0.00%−1,432−99.9%Reduced
Gradient Investments LLC1$1.00K0.00%−50−98.0%Reduced
SRS Capital Advisors, Inc.1$1.00K0.00%−2−66.7%Reduced
Surevest, LLC1$1.00K0.00%00.0%Unchanged
Addison Advisors LLC2$1.00K0.00%00.0%Unchanged
Asset Dedication, LLC1$1.00K0.00%+1New
Archer Investment Corp2$1.03K0.00%00.0%Unchanged
Massmutual Trust Co FSB4$2.00K0.00%00.0%Unchanged
Ranger Investment Management, L.P.4$2.00K0.00%00.0%Unchanged
Lee Financial Co4$2.00K0.00%00.0%Unchanged
Stonebridge Capital Advisors LLC4$2.00K0.00%00.0%Unchanged
Versant Capital Management, Inc4$2.00K0.00%00.0%Unchanged
Schubert & Co4$2.00K0.00%00.0%Unchanged
Blue Bell Private Wealth Management, LLC3$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
Financial Enhancement Group LLC3$2.00K0.00%+3New
Providence Capital Advisors, LLC4$2.00K0.00%+4New
Country Trust Bank5$3.00K0.00%−8−61.5%Reduced
Washington Trust Advisors, Inc.6$3.00K0.00%00.0%Unchanged
Aspire Private Capital, LLC5$3.00K0.00%00.0%Unchanged
GW&K Investment Management, LLC6$3.00K0.00%+6New
MCF Advisors LLC6$3.00K0.00%+6New
Disciplined Investments, LLC5$3.00K0.00%+5New
SJS Investment Consulting Inc.5$3.00K0.00%+5New
Concord Wealth Partners7$4.00K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.8$4.00K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC8$4.00K0.00%+8New
Pittenger & Anderson Inc9$5.00K0.00%00.0%Unchanged
Cordant, Inc.9$5.00K0.00%+9New
Prospera Financial Services Inc10$6.00K0.00%−4,567−99.8%Reduced
Thompson Siegel & Walmsley LLC10$6.00K0.00%00.0%Unchanged
Ancora Advisors, LLC10$6.00K0.00%00.0%Unchanged
Lake Point Wealth Management10$6.00K0.00%00.0%Unchanged
Rise Advisors, LLC10$6.00K0.01%00.0%Unchanged
Ten Capital Wealth Advisors, LLC10$6.00K0.00%+6+150.0%Added
Patriot Financial Group Insurance Agency, LLC10$6.00K0.00%+7+233.3%Added
Atticus Wealth Management, LLC10$6.00K0.00%+10New
McIlrath & Eck, LLC12$7.00K0.00%00.0%Unchanged
Bellevue Asset Management, LLC13$7.00K0.00%+7+116.7%Added
Core Alternative Capital12$7.00K0.00%+9+300.0%Added
Heritage Wealth Management, LLC13$7.00K0.00%+13New
Logan Capital Management Inc15$8.00K0.00%−23−60.5%Reduced
Carolinas Wealth Consulting LLC15$8.00K0.00%00.0%Unchanged
High Net Worth Advisory Group LLC15$8.00K0.00%00.0%Unchanged
Front Row Advisors LLC14$8.00K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC15$8.00K0.00%+3+25.0%Added
Mine & Arao Wealth Creation & Management, LLC.16$9.00K0.01%00.0%Unchanged
Financial Management Professionals, Inc.16$9.00K0.00%+1+6.7%Added
MV Capital Management, Inc.18$10.0K0.00%+1+5.9%Added
First Command Financial Services, Inc.20$11.0K0.00%00.0%Unchanged
First Command Bank20$11.0K0.00%+20New
Bedel Financial Consulting, Inc.19$11.0K0.00%+19New
Evermay Wealth Management LLC22$12.0K0.00%−13−37.1%Reduced
Lenox Wealth Advisors, LLC24$12.0K0.00%−3−11.1%Reduced
Zions Bancorporation, N.A.22$12.0K0.00%00.0%Unchanged
Earnest Partners LLC21$12.0K0.00%00.0%Unchanged
First Horizon Advisors, Inc.24$13.0K0.00%−41−63.1%Reduced
Clear Street Markets LLC24$13.0K0.00%+24New
Tarbox Family Office, Inc.25$14.0K0.00%+11+78.6%Added
GHP Investment Advisors, Inc.25$14.0K0.00%+25New
Clean Yield Group25$14.0K0.01%+25New
DeDora Capital, Inc.25$14.0K0.01%+25New
GPS Wealth Strategies Group, LLC31$17.0K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc30$17.0K0.00%+1+3.4%Added
Mascoma Wealth Management LLC33$18.0K0.01%00.0%Unchanged
Covestor Ltd32$18.0K0.01%+13+68.4%Added
Proequities, Inc.34$19.0K0.00%−42−55.3%Reduced
EverSource Wealth Advisors, LLC33$19.0K0.00%−4−10.8%Reduced
Tilia Fiduciary Partners, Inc.36$20.0K0.02%00.0%Unchanged
TD Ameritrade Investment Management, LLC35$20.0K0.00%+11+45.8%Added
AdvisorNet Financial, Inc37$21.0K0.00%00.0%Unchanged
Glassman Wealth Services37$21.0K0.00%+3+8.8%Added
Evoke Wealth, LLC37$21.0K0.00%+10+37.0%Added
Tucker Asset Management LLC38$21.3K0.01%+27+245.5%Added
Islay Capital Management, LLC40$22.0K0.02%−60−60.0%Reduced
Kings Point Capital Management40$22.0K0.00%00.0%Unchanged
Field & Main Bank40$22.0K0.01%00.0%Unchanged
Carroll Investors, Inc40$22.0K0.01%00.0%Unchanged
Seldon Capital LP42$23.0K0.01%00.0%Unchanged
Optiver Holding B.V.44$25.0K0.00%+44New
Caldwell Trust Co45$25.2K0.00%00.0%Unchanged
Fortitude Advisory Group L.L.C.47$26.0K0.01%00.0%Unchanged
TCI Wealth Advisors, Inc.50$27.0K0.00%+10+25.0%Added
Larson Financial Group LLC57$32.0K0.01%00.0%Unchanged
HHM Wealth Advisors, LLC58$32.0K0.01%00.0%Unchanged
CVA Family Office, LLC60$34.0K0.01%+35+140.0%Added
Financial Connections Group, Inc.66$36.0K0.04%00.0%Unchanged
Arlington Partners LLC64$36.0K0.01%00.0%Unchanged
Valley National Advisers Inc64$36.0K0.01%+27+73.0%Added
Federation des caisses Desjardins du Quebec65$36.4K0.00%−193−74.8%Reduced
Gemmer Asset Management LLC67$37.0K0.00%00.0%Unchanged
KB Financial Partners, LLC67$37.0K0.01%00.0%Unchanged
TCWP LLC67$37.0K0.01%+67New
Fieldpoint Private Securities, LLC68$38.0K0.01%−799−92.2%Reduced
Geneos Wealth Management Inc.72$40.0K0.00%+36+100.0%Added
West Oak Capital, LLC75$42.0K0.02%00.0%Unchanged
State of Wyoming75$42.0K0.02%+75New
Trustcore Financial Services, LLC80$45.0K0.00%+20+33.3%Added