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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, Q2 2022

Institutional positions in SVB Financial Group as of Jun 30, 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
750
−44 vs. Q1 2022
Shares held
55.0M
+1.76M (+3.3%) vs. Q1 2022
Total value
$21.7B
−$7.89B (−26.7%) vs. Q1 2022
New holders
82
285 more added
Sold out
126
273 more reduced

12 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2022: 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 holdersQ2 2022: 750 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 heldQ2 2022: $21.7B
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, Q2 2022

Shares, value and share of portfolio for each institution holding SVB Financial Group; share changes are against Q1 2022.

Institutions holding SIVB in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Proequities, Inc.1$00.00%−33−97.1%Reduced
Patriot Financial Group Insurance Agency, LLC1$00.00%−9−90.0%Reduced
Asset Dedication, LLC1$00.00%00.0%Unchanged
Gradient Investments LLC1$00.00%00.0%Unchanged
Surevest, LLC1$00.00%00.0%Unchanged
USA Financial Portformulas Corp1$00.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC1$00.00%+1New
Steward Financial Group LLC2$00.00%+2New
Archer Investment Corp2$7900.00%00.0%Unchanged
Gordian Capital Singapore Pte Ltd1$1.00K0.00%−209−99.5%Reduced
Disciplined Investments, LLC2$1.00K0.00%−3−60.0%Reduced
Blue Bell Private Wealth Management, LLC3$1.00K0.00%00.0%Unchanged
Financial Enhancement Group LLC3$1.00K0.00%00.0%Unchanged
BerganKDV Wealth Management, LLC3$1.00K0.00%00.0%Unchanged
Addison Advisors LLC2$1.00K0.00%00.0%Unchanged
Fairfield, Bush & Co.3$1.00K0.00%+3New
Venture Visionary Partners LLC5$1.97K0.00%+5New
Davidson Capital Management Inc.4$2.00K0.00%−2,187−99.8%Reduced
AdvisorNet Financial, Inc4$2.00K0.00%−33−89.2%Reduced
Moisand Fitzgerald Tamayo, LLC6$2.00K0.00%−2−25.0%Reduced
Newbridge Financial Services Group, Inc.6$2.00K0.00%−2−25.0%Reduced
MCF Advisors LLC6$2.00K0.00%00.0%Unchanged
Aspire Private Capital, LLC5$2.00K0.00%00.0%Unchanged
Ranger Investment Management, L.P.4$2.00K0.00%00.0%Unchanged
Versant Capital Management, Inc4$2.00K0.00%00.0%Unchanged
Toth Financial Advisory Corp4$2.00K0.00%+4New
Harvest Group Wealth Management, LLC4$2.00K0.00%+4New
RWM Asset Management, LLC5$2.00K0.00%+5New
Exchange Traded Concepts, LLC8$3.00K0.00%−782−99.0%Reduced
Concord Wealth Partners7$3.00K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC7$3.00K0.00%+4+133.3%Added
Thompson Siegel & Walmsley LLC10$4.00K0.00%00.0%Unchanged
Ancora Advisors, LLC10$4.00K0.00%00.0%Unchanged
Lake Point Wealth Management10$4.00K0.00%00.0%Unchanged
Atticus Wealth Management, LLC10$4.00K0.00%00.0%Unchanged
Rise Advisors, LLC10$4.00K0.00%00.0%Unchanged
Pittenger & Anderson Inc10$4.00K0.00%+1+11.1%Added
GW&K Investment Management, LLC11$4.00K0.00%+5+83.3%Added
Schubert & Co11$4.00K0.00%+7+175.0%Added
SRS Capital Advisors, Inc.10$4.00K0.00%+9+900.0%Added
Plante Moran Financial Advisors, LLC11$4.00K0.00%+11New
Sargent Bickham Lagudis LLC10$4.00K0.00%+10New
SOA Wealth Advisors, LLC.15$5.00K0.00%−77−83.7%Reduced
Financial Management Professionals, Inc.13$5.00K0.00%−3−18.8%Reduced
McIlrath & Eck, LLC12$5.00K0.00%00.0%Unchanged
Bellevue Asset Management, LLC13$5.00K0.00%00.0%Unchanged
Heritage Wealth Management, LLC13$5.13K0.00%00.0%Unchanged
TD Ameritrade Investment Management, LLC15$6.00K0.00%−20−57.1%Reduced
Mine & Arao Wealth Creation & Management, LLC.16$6.00K0.00%00.0%Unchanged
Logan Capital Management Inc15$6.00K0.00%00.0%Unchanged
Front Row Advisors LLC14$6.00K0.00%00.0%Unchanged
O'Dell Group, LLC15$6.00K0.00%+15New
Financial Synergies Wealth Advisors, Inc.17$6.71K0.00%+17New
Core Alternative Capital18$7.00K0.00%+6+50.0%Added
CVA Family Office, LLC20$8.00K0.00%−40−66.7%Reduced
GHP Investment Advisors, Inc.20$8.00K0.00%−5−20.0%Reduced
Earnest Partners LLC21$8.00K0.00%00.0%Unchanged
First Command Bank20$8.00K0.00%00.0%Unchanged
First Command Financial Services, Inc.20$8.00K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC19$8.00K0.00%+4+26.7%Added
Evermay Wealth Management LLC22$9.00K0.00%00.0%Unchanged
Bell Investment Advisors, Inc23$9.00K0.00%+23New
KB Financial Partners, LLC25$10.0K0.00%−42−62.7%Reduced
CoreCap Advisors, LLC26$10.0K0.00%+26New
Fieldpoint Private Securities, LLC28$11.0K0.00%−40−58.8%Reduced
Private Capital Group, LLC29$12.0K0.01%−63−68.5%Reduced
EverSource Wealth Advisors, LLC32$12.0K0.00%−1−3.0%Reduced
Farmers & Merchants Investments Inc30$12.0K0.00%00.0%Unchanged
Mascoma Wealth Management LLC33$13.0K0.00%00.0%Unchanged
Massmutual Trust Co FSB32$13.0K0.00%+28+700.0%Added
West Oak Capital, LLC35$14.0K0.01%−40−53.3%Reduced
Covestor Ltd35$14.0K0.01%+3+9.4%Added
Zions Bancorporation, N.A.35$14.0K0.00%+13+59.1%Added
Evoke Wealth, LLC37$15.0K0.00%00.0%Unchanged
MV Capital Management, Inc.38$15.0K0.00%+20+111.1%Added
Tucker Asset Management LLC38$15.0K0.00%00.0%Unchanged
Brown, Lisle/Cummings, Inc.40$15.8K0.01%+40New
Field & Main Bank40$16.0K0.01%00.0%Unchanged
Islay Capital Management, LLC40$16.0K0.02%00.0%Unchanged
Knott David M Jr40$16.0K0.01%+40New
Seldon Capital LP42$17.0K0.01%00.0%Unchanged
Glassman Wealth Services42$17.0K0.00%+5+13.5%Added
Caldwell Trust Co45$17.8K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC50$20.0K0.00%+35+233.3%Added
High Net Worth Advisory Group LLC50$20.0K0.01%+35+233.3%Added
Private Trust Co NA51$20.0K0.00%+51New
Larson Financial Group LLC57$23.0K0.00%00.0%Unchanged
HHM Wealth Advisors, LLC58$23.0K0.01%00.0%Unchanged
Crewe Advisors LLC60$24.0K0.01%+60New
CX Institutional60$24.0K0.00%+60New
Ronald Blue Trust, Inc.43$24.0K0.00%+43New
Arlington Partners LLC64$25.0K0.01%00.0%Unchanged
Financial Connections Group, Inc.66$26.0K0.02%00.0%Unchanged
Urban Wealth Management, LLC65$26.0K0.09%+65New
Assetmark, Inc68$27.0K0.00%−1,224−94.7%Reduced
First Horizon Advisors, Inc.72$27.0K0.00%+48+200.0%Added
Geneos Wealth Management Inc.72$28.0K0.00%00.0%Unchanged
IFP Advisors, Inc100$29.0K0.00%−153−60.5%Reduced
TCI Wealth Advisors, Inc.76$30.0K0.00%+26+52.0%Added
Monolith Advisors80$32.0K0.03%00.0%Unchanged