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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, 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
Compagnie Lombard Odier SCmA0$00.00%−780−100.0%Sold out
WD Rutherford LLC0$00.00%−745−100.0%Sold out
Virtu Financial LLC0$00.00%−718−100.0%Sold out
XTX Topco Ltd0$00.00%−692−100.0%Sold out
Anfield Capital Management, LLC0$00.00%−660−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−657−100.0%Sold out
Stevens Capital Management LP0$00.00%−652−100.0%Sold out
Keybank National Association0$00.00%−609−100.0%Sold out
Corbett Road Capital Management, LLC0$00.00%−547−100.0%Sold out
Chilton Investment Co LLC0$00.00%−543−100.0%Sold out
First Foundation Advisors0$00.00%−542−100.0%Sold out
Credit Capital Investments LLC0$00.00%−507−100.0%Sold out
Avestar Capital, LLC0$00.00%−508−100.0%Sold out
Sterling Manor Financial, LLC0$00.00%−507−100.0%Sold out
Round Table Services, LLC0$00.00%−500−100.0%Sold out
Heritage Trust Co0$00.00%−500−100.0%Sold out
Menlo Advisors LLC0$00.00%−500−100.0%Sold out
Lido Advisors, LLC0$00.00%−495−100.0%Sold out
Scotia Capital Inc.0$00.00%−486−100.0%Sold out
Moreno Evelyn V0$00.00%−487−100.0%Sold out
RMR Wealth Builders0$00.00%−480−100.0%Sold out
Laurel Wealth Advisors, Inc.0$00.00%−463−100.0%Sold out
Personal Capital Advisors Corp0$00.00%−454−100.0%Sold out
Zeke Capital Advisors, LLC0$00.00%−446−100.0%Sold out
RFG Advisory, LLC0$00.00%−444−100.0%Sold out
Wetherby Asset Management Inc0$00.00%−436−100.0%Sold out
Freestone Capital Holdings, LLC0$00.00%−434−100.0%Sold out
Texas Capital Bank Wealth Management Services Inc0$00.00%−435−100.0%Sold out
Davis R M Inc0$00.00%−432−100.0%Sold out
Nations Financial Group Inc,0$00.00%−427−100.0%Sold out
Checchi Capital Advisers, LLC0$00.00%−427−100.0%Sold out
Monument Capital Management0$00.00%−426−100.0%Sold out
Veracity Capital LLC0$00.00%−424−100.0%Sold out
Lombard Odier Asset Management (USA) Corp0$00.00%−420−100.0%Sold out
HoldCo Asset Management, L.P.0$00.00%−412−100.0%Sold out
NinePointTwo Capital0$00.00%−407−100.0%Sold out
Blue Edge Capital, LLC0$00.00%−400−100.0%Sold out
Pinnacle Wealth Planning Services, Inc.0$00.00%−397−100.0%Sold out
New Jersey Better Educational Savings Trust0$00.00%−395−100.0%Sold out
Angeles Investment Advisors, LLC0$00.00%−395−100.0%Sold out
Neville Rodie & Shaw Inc0$00.00%−400−100.0%Sold out
Coastal Investment Advisors, Inc.0$00.00%−386−100.0%Sold out
Toroso Investments, LLC0$00.00%−383−100.0%Sold out
Clarius Group, LLC0$00.00%−313−100.0%Sold out
Camden Capital, LLC0$00.00%−374−100.0%Sold out
Saybrook Capital0$00.00%−371−100.0%Sold out
Oppenheimer & Co Inc0$00.00%−361−100.0%Sold out
Journey Strategic Wealth LLC0$00.00%−361−100.0%Sold out
Tiemann Investment Advisors, LLC0$00.00%−356−100.0%Sold out
Sumitomo Mitsui Financial Group, Inc.0$00.00%−212−100.0%Sold out
Centaurus Financial, Inc.0$00.00%−196−100.0%Sold out
Contravisory Investment Management, Inc.0$00.00%−151−100.0%Sold out
Twin Lakes Capital Management, LLC0$00.00%−126−100.0%Sold out
Koshinski Asset Management, Inc.0$00.00%−102−100.0%Sold out
Optimum Investment Advisors0$00.00%−80−100.0%Sold out
State of Wyoming0$00.00%−75−100.0%Sold out
Gemmer Asset Management LLC0$00.00%−67−100.0%Sold out
TCWP LLC0$00.00%−67−100.0%Sold out
Fortitude Advisory Group L.L.C.0$00.00%−47−100.0%Sold out
Optiver Holding B.V.0$00.00%−44−100.0%Sold out
Carroll Investors, Inc0$00.00%−40−100.0%Sold out
Tilia Fiduciary Partners, Inc.0$00.00%−36−100.0%Sold out
GPS Wealth Strategies Group, LLC0$00.00%−31−100.0%Sold out
Clean Yield Group0$00.00%−25−100.0%Sold out
Tarbox Family Office, Inc.0$00.00%−25−100.0%Sold out
DeDora Capital, Inc.0$00.00%−25−100.0%Sold out
Bedel Financial Consulting, Inc.0$00.00%−19−100.0%Sold out
Prospera Financial Services Inc0$00.00%−10−100.0%Sold out
Ten Capital Wealth Advisors, LLC0$00.00%−10−100.0%Sold out
Cordant, Inc.0$00.00%−9−100.0%Sold out
Country Trust Bank0$00.00%−5−100.0%Sold out
Washington Trust Advisors, Inc.0$00.00%−6−100.0%Sold out
Lee Financial Co0$00.00%−4−100.0%Sold out
Stonebridge Capital Advisors LLC0$00.00%−4−100.0%Sold out
Providence Capital Advisors, LLC0$00.00%−4−100.0%Sold out
WestEnd Advisors, LLC0$00.00%–Sold out
Parametric Portfolio Associates LLC––––Not filed
Full18 Capital LLC––––Not filed
NN Investment Partners Holdings N.V.––––Not filed
Amalgamated Financial Corp.––––Not filed
John W. Rosenthal Capital Management, Inc.––––Not filed
Teachers Retirement System of the State of Kentucky––––Not filed
IndexIQ Advisors LLC––––Not filed
People's United Financial, Inc.––––Not filed
Meristem Family Wealth, LLC––––Not filed
Kings Point Capital Management––––Not filed
Lenox Wealth Advisors, LLC––––Not filed
SJS Investment Consulting Inc.––––Not filed