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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
Two Sigma Securities, LLC0$00.00%−320−100.0%Sold out
Grove Bank & Trust0$00.00%−313−100.0%Sold out
TownSquare Capital, LLC0$00.00%−312−100.0%Sold out
Regatta Capital Group, LLC0$00.00%−306−100.0%Sold out
Summitry LLC0$00.00%−300−100.0%Sold out
Rosenbaum Jay D.0$00.00%−300−100.0%Sold out
Aufman Associates Inc0$00.00%−300−100.0%Sold out
J.W. Cole Advisors, Inc.0$00.00%−296−100.0%Sold out
GraniteShares Advisors LLC0$00.00%−269−100.0%Sold out
NewSquare Capital LLC0$00.00%−265−100.0%Sold out
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.0$00.00%−262−100.0%Sold out
Industrial Alliance Investment Management Inc.0$00.00%−250−100.0%Sold out
Belpointe Asset Management LLC0$00.00%−206−100.0%Sold out
NuWave Investment Management, LLC0$00.00%−198−100.0%Sold out
PFG Private Wealth Management, LLC0$00.00%−137−100.0%Sold out
Walleye Trading LLC0$00.00%−123−100.0%Sold out
McDonald Partners LLC0$00.00%−49−100.0%Sold out
Absolute Capital Management, LLC0$00.00%−49−100.0%Sold out
Bank Julius Baer & Co. Ltd, Zurich0$00.00%−47−100.0%Sold out
Canton Hathaway, LLC0$00.00%−36−100.0%Sold out
Amplius Wealth Advisors, LLC0$00.00%−36−100.0%Sold out
Castleview Partners, LLC0$00.00%−15,599−100.0%Sold out
Cornerstone Advisory, LLC0$00.00%−32−100.0%Sold out
Equitec Proprietary Markets, LLC0$00.00%−29−100.0%Sold out
IronBridge Private Wealth, LLC0$00.00%−25−100.0%Sold out
Macroview Investment Management LLC0$00.00%−23−100.0%Sold out
Signet Financial Management, LLC0$00.00%−23−100.0%Sold out
Chilton Capital Management LLC0$00.00%−18−100.0%Sold out
Bellwether Advisors, LLC0$00.00%−19−100.0%Sold out
Mach-1 Financial Group, Inc.0$00.00%−16−100.0%Sold out
Outfitter Financial LLC0$00.00%−10−100.0%Sold out
TFC Financial Management0$00.00%−9−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−9−100.0%Sold out
Washington Trust Co0$00.00%−6−100.0%Sold out
Plante Moran Financial Advisors, LLC0$00.00%−4−100.0%Sold out
Enterprise Financial Services Corp0$00.00%−3−100.0%Sold out
ClariVest Asset Management LLC0$00.00%−3−100.0%Sold out
Sageworth Trust Co0$00.00%−1−100.0%Sold out
Capital Advisors, Ltd. LLC0$00.00%−1−100.0%Sold out
Harvest Group Wealth Management, LLC0$00.00%−1−100.0%Sold out
Sageworth Trust Co of South Dakota0$00.00%−2−100.0%Sold out
Cassady Schiller Wealth Management, LLC0$00.00%−1−100.0%Sold out
Andra AP-fonden––––Not filed
Second Curve Capital LLC––––Not filed
Reilly Financial Advisors, LLC––––Not filed
Columbia Asset Management––––Not filed
NEXT Financial Group, Inc––––Not filed
Harbour Investments, Inc.––––Not filed
Bell Investment Advisors, Inc––––Not filed
Carroll Financial Associates, Inc.––––Not filed