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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
Beacon Investment Advisory Services, Inc.943$527.0K0.02%00.0%Unchanged
Johnson Investment Counsel Inc938$525.0K0.01%−15−1.6%Reduced
Moors & Cabot, Inc.929$520.0K0.03%−310−25.0%Reduced
Vestcor Inc929$520.0K0.02%+205+28.3%Added
Metis Global Partners, LLC929$520.0K0.06%+417+81.4%Added
American Trust927$519.0K0.03%−52−5.3%Reduced
Coldstream Capital Management Inc922$516.0K0.02%−14−1.5%Reduced
S&CO Inc922$515.0K0.04%−185−16.7%Reduced
Brown Brothers Harriman & Co917$513.0K0.00%+230+33.5%Added
Balentine LLC912$510.0K0.02%+613+205.0%Added
Moseley Investment Management Inc910$509.0K0.28%−374−29.1%Reduced
IBM Retirement Fund906$507.0K0.07%−36−3.8%Reduced
Bartlett & Co. Wealth Management LLC885$495.1K0.01%00.0%Unchanged
SevenOneSeven Capital Management884$495.0K1.03%−12−1.3%Reduced
Bartlett & Co. LLC885$495.0K0.01%00.0%Unchanged
Signaturefd, LLC882$493.0K0.01%−155−14.9%Reduced
CFM Wealth Partners LLC879$492.0K0.12%+879New
Savant Capital, LLC872$488.0K0.02%−31−3.4%Reduced
StoneX Group Inc.865$483.9K0.04%+865New
WMG Financial Advisors, LLC864$483.0K0.35%−150−14.8%Reduced
Banque Cantonale Vaudoise860$482.0K0.02%−1,112−56.4%Reduced
CWA Asset Management Group, LLC855$478.0K0.04%−281−24.7%Reduced
Fractal Investments LLC850$476.0K0.14%−1−0.1%Reduced
Great Diamond Partners, LLC852$476.0K0.13%+5+0.6%Added
Meeder Asset Management Inc836$468.0K0.02%+141+20.3%Added
Prudent Man Advisors, LLC831$465.0K0.19%−28−3.3%Reduced
Mayflower Financial Advisors, LLC825$462.0K0.06%−50−5.7%Reduced
Integrated Advisors Network LLC801$448.0K0.03%−24−2.9%Reduced
Everence Capital Management Inc800$448.0K0.03%00.0%Unchanged
BTR Capital Management Inc797$446.0K0.05%−105−11.6%Reduced
B. Riley Wealth Management, Inc.792$443.0K0.03%−16−2.0%Reduced
Exchange Traded Concepts, LLC790$442.0K0.01%+121+18.1%Added
Compagnie Lombard Odier SCmA780$436.0K0.01%−900−53.6%Reduced
AlphaCrest Capital Management LLC769$430.0K0.02%−659−46.1%Reduced
Ameritas Investment Partners, Inc.769$430.0K0.02%00.0%Unchanged
We Are One Seven, LLC763$427.0K0.05%−74−8.8%Reduced
Gateway Investment Advisers LLC758$424.0K0.00%−99−11.6%Reduced
Dakota Wealth Management754$422.0K0.03%−10−1.3%Reduced
Aureus Asset Management, LLC750$420.0K0.03%00.0%Unchanged
Lincoln National Corp750$420.0K0.01%+115+18.1%Added
WD Rutherford LLC745$417.0K0.24%+10+1.4%Added
Tokio Marine Asset Management Co Ltd742$415.0K0.03%−492−39.9%Reduced
HM Payson & Co737$412.0K0.01%+584+381.7%Added
Asahi Life Asset Management Co., Ltd.730$408.0K0.06%+730New
Forum Financial Management, LP729$407.0K0.02%00.0%Unchanged
VELA Investment Management, LLC728$407.0K0.26%+192+35.8%Added
Harbor Investment Advisory, LLC720$403.0K0.05%+720New
Virtu Financial LLC718$402.0K0.03%+718New
Boston Family Office LLC716$401.0K0.03%+716New
Dorsey & Whitney Trust CO LLC707$396.0K0.03%−20−2.8%Reduced
Verition Fund Management LLC703$393.0K0.01%−2,022−74.2%Reduced
Alphinity Investment Management Pty Ltd692$387.0K0.01%−23−3.2%Reduced
XTX Topco Ltd692$387.0K0.17%+692New
World Equity Group, Inc.688$384.9K0.08%+688New
Douglass Winthrop Advisors, LLC677$379.0K0.01%00.0%Unchanged
Vista Capital Partners, Inc.672$376.0K0.05%00.0%Unchanged
Steward Partners Investment Advisory, LLC668$374.0K0.01%−52−7.2%Reduced
Brown Advisory Inc667$373.0K0.00%+17+2.6%Added
Arjuna Capital661$370.0K0.15%−660−50.0%Reduced
Stonehage Fleming Financial Services Holdings Ltd661$369.0K0.01%00.0%Unchanged
Anfield Capital Management, LLC660$369.0K0.13%+660New
Gsa Capital Partners LLP657$368.0K0.05%+657New
Stevens Capital Management LP652$365.0K0.08%−3,406−83.9%Reduced
Blueshift Asset Management, LLC653$365.0K0.03%−1,163−64.0%Reduced
People's United Financial, Inc.642$359.0K0.01%−8,069−92.6%Reduced
Schechter Investment Advisors, LLC638$357.0K0.03%+94+17.3%Added
Duality Advisers, LP628$351.0K0.04%+628New
Meiji Yasuda Asset Management Co Ltd.626$350.0K0.02%−70−10.1%Reduced
Synovus Financial Corp616$345.0K0.00%00.0%Unchanged
Keybank National Association609$341.0K0.00%−1,785−74.6%Reduced
Central Trust Co609$341.0K0.01%+4+0.7%Added
Siemens Fonds Invest GmbH608$340.0K0.03%00.0%Unchanged
Platform Technology Partners606$339.0K0.16%00.0%Unchanged
Livforsakringsbolaget Skandia, Omsesidigt600$336.0K0.02%00.0%Unchanged
Aquatic Capital Management LLC600$336.0K0.50%+600New
YorkBridge Wealth Partners, LLC596$333.0K0.07%00.0%Unchanged
Johnson Financial Group, Inc.594$332.0K0.02%−33−5.3%Reduced
Heartland Bank & Trust Co593$332.0K0.25%−30−4.8%Reduced
Patten Group, Inc.584$327.0K0.09%+12+2.1%Added
Cerity Partners LLC573$322.0K0.01%−16−2.7%Reduced
Veriti Management LLC576$322.0K0.04%−13−2.2%Reduced
Trust Asset Management LLC565$316.0K0.04%+46+8.9%Added
NTB Financial Corp555$310.0K0.22%00.0%Unchanged
Cullen/Frost Bankers, Inc.554$310.0K0.01%+454+454.0%Added
Peddock Capital Advisors, LLC552$309.0K0.10%00.0%Unchanged
Sierra Capital LLC551$308.0K0.05%−178−24.4%Reduced
Birch Hill Investment Advisors LLC550$308.0K0.02%00.0%Unchanged
Corbett Road Capital Management, LLC547$306.0K0.39%+12+2.2%Added
Chilton Investment Co LLC543$304.0K0.01%00.0%Unchanged
First Foundation Advisors542$303.0K0.01%+166+44.1%Added
Peregrine Capital Management LLC538$301.0K0.01%00.0%Unchanged
StrongBox Wealth, LLC535$299.0K0.17%−970−64.5%Reduced
Meristem Family Wealth, LLC534$299.0K0.03%−32−5.7%Reduced
Meridian Investment Counsel Inc.535$299.0K0.10%00.0%Unchanged
Castleark Management LLC530$297.0K0.01%−230−30.3%Reduced
Conning Inc.530$297.0K0.01%+9+1.7%Added
Raymond James Trust N.A.523$293.0K0.01%−4−0.8%Reduced
Quadrant Private Wealth Management, LLC522$292.0K0.11%+134+34.5%Added
Curi Capital520$290.0K0.05%00.0%Unchanged
Fenimore Asset Management Inc517$289.0K0.01%−235−31.3%Reduced