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 |
|---|---|---|---|---|---|
| Alecta Pensionsforsakring, Omsesidigt | 1,779,500 | $995.5M | 4.85% | +433,000+32.2% | Added |
| JPMorgan Chase & Co | 2,364,708 | $1.32B | 0.17% | +81,377+3.6% | Added |
| Capital International Investors | 2,449,195 | $1.37B | 0.31% | +535,924+28.0% | Added |
| State Street Corp | 2,932,895 | $1.64B | 0.08% | +20,340+0.7% | Added |
| BlackRock Inc. | 5,302,020 | $2.97B | 0.08% | +154,048+3.0% | Added |
| Vanguard Group Inc | 6,346,725 | $3.55B | 0.08% | +92,553+1.5% | Added |
| Westfield Capital Management Co LP | 0 | $0 | 0.00% | −131,093−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −88,765−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −49,790−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −37,134−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −32,930−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −30,875−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −29,336−100.0% | Sold out |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −24,716−100.0% | Sold out |
| Gilder Gagnon Howe & Co LLC | 0 | $0 | 0.00% | −22,904−100.0% | Sold out |
| Davidson Kempner Capital Management LP | 0 | $0 | 0.00% | −20,600−100.0% | Sold out |
| Wesbanco Bank Inc | 0 | $0 | 0.00% | −12,633−100.0% | Sold out |
| Hitchwood Capital Management LP | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −9,688−100.0% | Sold out |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 0 | $0 | 0.00% | −8,323−100.0% | Sold out |
| Kiwi Wealth Investments Limited Partnership | 0 | $0 | 0.00% | −8,229−100.0% | Sold out |
| Fred Alger Management, LLC | 0 | $0 | 0.00% | −6,430−100.0% | Sold out |
| Cambria Investment Management, L.P. | 0 | $0 | 0.00% | −6,105−100.0% | Sold out |
| Spectrum Management Group, LLC | 0 | $0 | 0.00% | −5,115−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −5,065−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −4,760−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −4,686−100.0% | Sold out |
| Cordatus Wealth Management LLC | 0 | $0 | 0.00% | −4,571−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −4,352−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −4,340−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −3,796−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −3,506−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −3,328−100.0% | Sold out |
| 2Xideas AG | 0 | $0 | 0.00% | −3,316−100.0% | Sold out |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −3,282−100.0% | Sold out |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −3,196−100.0% | Sold out |
| Hanlon Investment Management, Inc. | 0 | $0 | 0.00% | −2,877−100.0% | Sold out |
| AdvisorShares Investments LLC | 0 | $0 | 0.00% | −2,828−100.0% | Sold out |
| Virtue Capital Management, LLC | 0 | $0 | 0.00% | −2,730−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −2,567−100.0% | Sold out |
| Alpha DNA Investment Management LLC | 0 | $0 | 0.00% | −2,528−100.0% | Sold out |
| Harel Insurance Investments & Financial Services Ltd. | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −2,466−100.0% | Sold out |
| Patton Fund Management, Inc. | 0 | $0 | 0.00% | −2,278−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −2,236−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −2,234−100.0% | Sold out |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −2,054−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −2,019−100.0% | Sold out |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −1,978−100.0% | Sold out |
| Harbor Capital Advisors, Inc. | 0 | $0 | 0.00% | −1,949−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −1,900−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −1,890−100.0% | Sold out |
| Riverwater Partners LLC | 0 | $0 | 0.00% | −1,793−100.0% | Sold out |
| Astrantus Ltd | 0 | $0 | 0.00% | −1,700−100.0% | Sold out |
| Jaffetilchin Investment Partners, LLC | 0 | $0 | 0.00% | −1,627−100.0% | Sold out |
| TrimTabs Asset Management, LLC | 0 | $0 | 0.00% | −1,582−100.0% | Sold out |
| IPG Investment Advisors LLC | 0 | $0 | 0.00% | −1,400−100.0% | Sold out |
| Hanseatic Management Services Inc | 0 | $0 | 0.00% | −1,386−100.0% | Sold out |
| Harbour Capital Advisors, LLC | 0 | $0 | 0.00% | −1,342−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −1,294−100.0% | Sold out |
| Scholtz & Company, LLC | 0 | $0 | 0.00% | −1,251−100.0% | Sold out |
| Barometer Capital Management Inc. | 0 | $0 | 0.00% | −1,213−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −1,187−100.0% | Sold out |
| Moody Aldrich Partners LLC | 0 | $0 | 0.00% | −1,166−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −1,021−100.0% | Sold out |
| Gateway Advisory, LLC | 0 | $0 | 0.00% | −919−100.0% | Sold out |
| Pensionfund DSM Netherlands | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| WESPAC Advisors, LLC | 0 | $0 | 0.00% | −880−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −836−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −733−100.0% | Sold out |
| Csenge Advisory Group | 0 | $0 | 0.00% | −871−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −624−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −624−100.0% | Sold out |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −613−100.0% | Sold out |
| Advisor OS, LLC | 0 | $0 | 0.00% | −609−100.0% | Sold out |
| Cornerstone Wealth Management, LLC | 0 | $0 | 0.00% | −601−100.0% | Sold out |
| Renasant Bank | 0 | $0 | 0.00% | −561−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −519−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −502−100.0% | Sold out |
| Kestra Private Wealth Services, LLC | 0 | $0 | 0.00% | −488−100.0% | Sold out |
| 180 Wealth Advisors, LLC | 0 | $0 | 0.00% | −560−100.0% | Sold out |
| Barings LLC | 0 | $0 | 0.00% | −473−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −457−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −450−100.0% | Sold out |
| MBB Public Markets I LLC | 0 | $0 | 0.00% | −432−100.0% | Sold out |
| Engine No. 1 LLC | 0 | $0 | 0.00% | −402−100.0% | Sold out |
| Private Advisory Group LLC | 0 | $0 | 0.00% | −383−100.0% | Sold out |
| Silvercrest Asset Management Group LLC | 0 | $0 | 0.00% | −367−100.0% | Sold out |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −363−100.0% | Sold out |
| Shelton Capital Management | 0 | $0 | 0.00% | −354−100.0% | Sold out |
| Fortem Financial Group, LLC | 0 | $0 | 0.00% | −354−100.0% | Sold out |
| Boston Trust Walden Corp | 0 | $0 | 0.00% | −350−100.0% | Sold out |
| Bruderman Asset Management, LLC | 0 | $0 | 0.00% | −347−100.0% | Sold out |
| Sand Hill Global Advisors, LLC | 0 | $0 | 0.00% | −344−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −336−100.0% | Sold out |
| QCM Cayman, Ltd. | 0 | $0 | 0.00% | −332−100.0% | Sold out |
| Mirador Capital Partners LP | 0 | $0 | 0.00% | −332−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −330−100.0% | Sold out |
| Lineweaver Wealth Advisors, LLC | 0 | $0 | 0.00% | −331−100.0% | Sold out |
| Balasa Dinverno & Foltz LLC | 0 | $0 | 0.00% | −323−100.0% | Sold out |