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.
Q3 2022 vs. Q2 2022
How the institutions holding SVB Financial Group changed between Q2 2022 and Q3 2022.
All holders in Q3 2022All holders in Q2 2022
| Measure | Q2 2022 | Of which not filed for Q3 2022 | Q3 2022 | Change |
|---|---|---|---|---|
| Holders | 750 | 12 | 674 | −64 |
| Shares | 55.0M | 12.3K | 55.7M | +632.9K (+1.2%) |
| Value | $21.7B | $4.88M | $18.7B | −$3.02B (−13.9%) |
12 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so the changes leave them out.
New holders (60)
Institutions that held SVB Financial Group at the end of Q3 2022 but not at the end of Q2 2022.
Sold out (124)
Institutions that held SVB Financial Group at the end of Q2 2022 and filed for Q3 2022 without it.
Showing the largest 100 of 124 by value.
Not filed for Q3 2022 yet (12)
Institutions that held SVB Financial Group at the end of Q2 2022 and haven't filed a 13F for Q3 2022. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2022 | Value, Q2 2022 |
|---|---|---|
| Enterprise Trust & Investment Co | 5,681 | $2.24M |
| Advisor Partners LLC | 1,871 | $739.0K |
| HighPoint Advisor Group LLC | 1,411 | $575.0K |
| Coldstream Capital Management Inc | 1,016 | $401.0K |
| B. Riley Wealth Management, Inc. | 782 | $309.0K |
| Quadrant Private Wealth Management, LLC | 638 | $252.0K |
| NTB Financial Corp | 555 | $219.0K |
| Exane Derivatives | 219 | $86.5K |
| Urban Wealth Management, LLC | 65 | $26.0K |
| Private Capital Group, LLC | 29 | $12.0K |
| Fieldpoint Private Securities, LLC | 28 | $11.0K |
| Lake Point Wealth Management | 10 | $4.00K |