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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.

Q4 2022 vs. Q3 2022

How the institutions holding SVB Financial Group changed between Q3 2022 and Q4 2022.

All holders in Q4 2022All holders in Q3 2022

13F holders of SIVB: Q3 2022 compared with Q4 2022
MeasureQ3 2022Of which not filed for Q4 2022Q4 2022Change
Holders67415645−14
Shares55.7M71.0K57.1M+1.56M (+2.8%)
Value$18.7B$23.9M$13.2B−$5.52B (−29.6%)

15 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (112)

Institutions that held SVB Financial Group at the end of Q4 2022 but not at the end of Q3 2022.

Showing the largest 100 of 112 by value.

Institutions new to SIVB in Q4 2022
InstitutionSharesValue% of portfolio
Two Sigma Advisers, LP523,154$120.4M0.34%
Two Sigma Investments, LP485,620$111.8M0.36%
Wellington Management Group LLP157,098$36.2M0.01%
Coatue Management LLCSuperinvestorCoatue Management111,447$25.6M0.29%
Alyeska Investment Group, L.P.108,281$24.9M0.26%
Holocene Advisors, LP87,098$20.0M0.12%
Samlyn Capital, LLC73,833$17.0M0.33%
La Banque Postale Asset Management SA52,830$12.2M0.35%
Hudson Bay Capital Management LP47,500$10.9M0.13%
HST Ventures, LLC46,217$10.6M7.51%
CI Private Wealth, LLC43,368$9.98M0.04%
Nomura Holdings Inc40,448$9.30M0.10%
North Reef Capital Management LP38,660$8.90M0.98%
Junto Capital Management LP37,074$8.53M0.24%
rhino investment partners, Inc33,450$7.70M3.32%
Brookfield Asset Management Inc.30,927$7.12M0.03%
Walleye Capital LLC30,044$6.91M0.15%
Portolan Capital Management, LLC29,654$6.82M0.68%
NFJ Investment Group, LLC21,638$4.98M0.13%
Advisors Capital Management, LLC21,572$4.96M0.13%
Gillson Capital LP16,498$3.80M0.29%
Interval Partners, LP14,678$3.38M0.27%
Schonfeld Strategic Advisors LLC14,644$3.37M0.03%
Graphene Investments SAS12,600$2.90M1.96%
FORA Capital, LLC11,715$2.70M0.44%
ING Groep NV9,349$2.15M0.02%
Gyon Technologies Capital Management, LP9,044$2.08M0.78%
Cabot Wealth Management Inc8,601$1.98M0.33%
Waratah Capital Advisors Ltd.5,366$1.23M0.08%
Ulysses Management LLC5,000$1.15M0.34%
Crestline Management, LP5,000$1.15M0.17%
L & S Advisors Inc4,827$1.11M0.21%
Marathon Trading Investment Management LLC4,533$1.04M0.69%
Maryland State Retirement & Pension System4,518$1.04M0.03%
HRT Financial LP4,082$939.0K0.01%
Marshall Wace, LLP3,649$839.8K0.00%
Wesbanco Bank Inc3,611$831.0K0.04%
Cornercap Investment Counsel Inc3,591$826.4K0.14%
Balentine LLC3,534$813.3K0.03%
Triumph Capital Management3,528$811.9K0.43%
Axq Capital, LP3,277$754.2K0.53%
J. Goldman & Co LP3,261$750.5K0.05%
Quantinno Capital Management LP2,816$648.0K0.05%
Quantamental Technologies LLC2,799$644.2K0.29%
Aquatic Capital Management LLC2,500$575.0K0.04%
Jefferies Financial Group Inc.2,445$562.7K0.01%
Illinois Municipal Retirement Fund2,251$518.0K0.01%
Cetera Advisor Networks LLC2,227$512.5K0.00%
Krilogy Financial LLC2,183$502.4K0.05%
Knollwood Investment Advisory, LLC2,070$476.4K0.19%
Caas Capital Management LP2,000$460.3K0.09%
Veriti Management LLC1,978$455.2K0.06%
Teza Capital Management LLC1,769$407.1K0.08%
Coldstream Capital Management Inc1,633$375.8K0.01%
Bleakley Financial Group, LLC1,629$374.9K0.01%
Stevens Capital Management LP1,625$374.0K0.24%
Trust Co of Oklahoma1,512$348.0K0.14%
TT International Asset Management LTD1,478$340.0K0.03%
Verition Fund Management LLC1,422$327.3K0.01%
Allstate Investment Management Co1,201$276.4K0.01%
Insigneo Advisory Services, LLC1,181$272.0K0.10%
Chicago Partners Investment Group LLC792$256.1K0.02%
Wetherby Asset Management Inc1,093$251.5K0.02%
Wedmont Private Capital1,017$250.0K0.04%
Apollon Wealth Management, LLC1,023$235.4K0.02%
Psagot Value Holdings Ltd. / (Israel)1,000$230.0K0.07%
EP Wealth Advisors, LLC969$223.0K0.00%
Valeo Financial Advisors, LLC961$221.2K0.01%
Quadrant Private Wealth Management, LLC944$217.3K0.07%
Vantage Consulting Group Inc942$216.8K0.13%
Syntax Advisors, LLC942$216.8K0.18%
Axxcess Wealth Management, LLC922$212.2K0.02%
Acadian Asset Management LLC849$194.0K0.00%
JTC Employer Solutions Trusteee Ltd289$124.0K0.01%
Tobam479$110.0K0.01%
Belpointe Asset Management LLC298$68.6K0.00%
Grove Bank & Trust280$64.0K0.01%
Romano Brothers and Company178$41.0K0.01%
Harvest Fund Management Co., Ltd178$39.0K0.01%
General Partner, Inc.151$34.8K0.03%
Worth Asset Management, LLC150$34.5K0.02%
MRP Capital Investments, LLC100$23.0K0.03%
Park Place Capital Corp89$20.0K0.01%
Elequin Capital LP72$16.6K0.00%
ICA Group Wealth Management, LLC52$12.0K0.00%
Madden Securities Corp50$11.5K0.01%
MinichMacGregor Wealth Management, LLC38$8.74K0.00%
CoreCap Advisors, LLC18$4.14K0.00%
Beacon Capital Management, LLC16$3.68K0.00%
Red Tortoise LLC11$2.53K0.00%
Armstrong Advisory Group, Inc9$2.07K0.00%
Concord Wealth Partners7$1.61K0.00%
U.S. Capital Wealth Advisors, LLC6$1.38K0.00%
SRS Capital Advisors, Inc.5$1.15K0.00%
Hexagon Capital Partners LLC5$1.15K0.00%
Fiduciary Alliance LLC5$1.15K0.00%
Trifecta Capital Advisors, LLC5$1.15K0.00%
Accurate Wealth Management, LLC4$1.01K0.00%
Jones Financial Companies LLLP4$1.00K0.00%
Montag A & Associates Inc4$9210.00%

Sold out (126)

Institutions that held SVB Financial Group at the end of Q3 2022 and filed for Q4 2022 without it.

Showing the largest 100 of 126 by value.

Institutions that sold out of SIVB in Q4 2022
InstitutionShares, Q3 2022Value, Q3 2022
Capital International Investors2,513,490$844.0M
Capital Research Global Investors1,947,234$653.8M
Axiom Investors LLC265,315$89.1M
Boston Partners174,759$58.6M
Rathbone Brothers plc160,145$53.8M
Stephens Investment Management Group LLC125,425$42.1M
Artemis Investment Management LLP121,709$40.9M
Quadrature Capital Ltd78,022$26.2M
Capital Group Private Client Services, Inc.61,206$20.6M
Capital International Inc52,279$17.6M
Cubist Systematic Strategies, LLC38,801$13.0M
La Financiere de L'Echiquier35,200$11.8M
Clearbridge Investments, LLC25,444$8.54M
LGT Group Foundation21,983$7.38M
Qube Research & Technologies Ltd21,724$7.29M
Handelsinvest Investeringsforvaltning18,918$6.35M
Capital International Ltd17,387$5.84M
Polar Capital Holdings Plc13,126$4.41M
Capital International Sarl11,682$3.92M
Security National Bank10,445$3.51M
Mirae Asset Global Investments Co., Ltd.10,024$3.37M
BTC Capital Management, Inc.10,006$3.35M
NBW Capital LLC8,120$2.73M
Elk River Wealth Management, LLC7,039$2.36M
Van Eck Associates Corp6,227$2.09M
Kiwi Wealth Investments Limited Partnership5,228$2.07M
EFG Asset Management (Americas) Corp.5,856$1.98M
Wolverine Trading, LLC4,435$1.50M
SG Americas Securities, LLC4,441$1.49M
NewEdge Wealth, LLC4,219$1.42M
Versor Investments LP4,179$1.40M
Lombard Odier Asset Management (Switzerland) SA4,105$1.38M
Pallas Capital Advisors LLC6,140$1.27M
KCM Investment Advisors LLC3,786$1.27M
Simplex Trading, LLC3,671$1.23M
Natixis3,638$1.22M
ExodusPoint Capital Management, LP3,189$1.07M
United Capital Financial Advisers, LLC3,057$1.03M
Grantham, Mayo, Van Otterloo & Co. LLC2,900$974.0K
Capstone Investment Advisors, LLC2,898$973.0K
AlphaCrest Capital Management LLC2,814$945.0K
Mizuho Markets Cayman LP2,792$937.0K
Capula Management Ltd2,460$826.0K
Royal Harbor Partners, LLC2,377$798.0K
Point72 Asset Management, L.P.2,300$772.0K
Hohimer Wealth Management, LLC2,252$756.0K
Duality Advisers, LP2,185$734.0K
Community Capital Management, Inc.1,975$663.0K
AIA Group Ltd1,795$603.0K
Everence Capital Management Inc1,590$534.0K
CFM Wealth Partners LLC1,426$479.0K
Seven Eight Capital, LP1,405$472.0K
Stephens Inc1,392$467.0K
Segment Wealth Management, LLC1,367$459.0K
Independent Advisor Alliance1,274$428.0K
Moors & Cabot, Inc.1,249$419.0K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main1,206$405.0K
Los Angeles Capital Management LLC1,128$379.0K
Walled Lake Planning & Wealth Management, LLC1,112$373.0K
Mirador Capital Partners LP1,046$351.0K
Raymond James Trust N.A.980$329.0K
Moseley Investment Management Inc959$322.0K
O'Shaughnessy Asset Management, LLC932$313.0K
Sompo Asset Management Co., Ltd.920$308.0K
Janney Capital Management LLC906$304.0K
JT Stratford LLC895$301.0K
Avantax Advisory Services, Inc.883$296.0K
Integrated Advisors Network LLC866$291.0K
Mayflower Financial Advisors, LLC834$280.0K
Cresset Asset Management, LLC826$278.0K
RMR Wealth Builders814$273.0K
We Are One Seven, LLC787$264.0K
Dakota Wealth Management754$253.0K
united american securities inc. (d/b/a uas asset management)750$252.0K
Aureus Asset Management, LLC750$252.0K
GM Advisory Group, Inc.750$252.0K
Forum Financial Management, LP741$249.0K
Cigna Investments Inc728$244.0K
Meeder Asset Management Inc707$237.0K
WMG Financial Advisors, LLC683$229.0K
World Equity Group, Inc.678$227.7K
Douglass Winthrop Advisors, LLC677$227.0K
Vista Capital Partners, Inc.672$226.0K
Trust Asset Management LLC671$225.0K
Johnson Investment Counsel Inc658$221.0K
Machina Capital S.A.S.654$220.0K
Mirova652$218.0K
Oppenheimer & Co Inc636$214.0K
Single Point Partners, LLC1,829$204.0K
Siemens Fonds Invest GmbH608$204.0K
Meiji Yasuda Asset Management Co Ltd.606$203.0K
Heartland Bank & Trust Co606$203.0K
Platform Technology Partners600$201.0K
YorkBridge Wealth Partners, LLC596$200.0K
Itau Unibanco Holding S.A.534$179.0K
Wagner Wealth Management, LLC400$134.0K
TD Waterhouse Canada Inc.204$90.2K
MUFG Americas Holdings Corp220$74.0K
Standard Family Office LLC203$68.0K
Advanced Research Investment Solutions, LLC183$61.0K

Not filed for Q4 2022 yet (15)

Institutions that held SVB Financial Group at the end of Q3 2022 and haven't filed a 13F for Q4 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SIVB in Q3 2022 that haven't filed for Q4 2022
InstitutionShares, Q3 2022Value, Q3 2022
Eaton Vance Management49,927$16.8M
Beaumont Financial Partners, LLC6,540$2.20M
Eidelman Virant Capital3,505$1.19M
Keebeck Alpha, LP2,987$1.00M
Regentatlantic Capital LLC2,771$930.0K
Corient Capital Partners, LLC1,386$547.0K
Redpoint Investment Management Pty Ltd1,320$443.0K
BTR Capital Management Inc797$268.0K
55I, LLC743$249.0K
Wipfli Financial Advisors LLC,354$119.0K
American Portfolios Advisors241$80.9K
Covington Capital Management168$56.0K
NuWave Investment Management, LLC151$51.0K
Monolith Advisors80$27.0K
USA Financial Portformulas Corp1$0