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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, Q1 2023

Institutional positions in SVB Financial Group as of Mar 31, 2023. 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

SIVB is no longer listed, and 13F filings after Q4 2022 list far fewer holders. See Q4 2022

Institutional holders
87
−547 vs. Q4 2022
Shares held
767.7K
−56.3M (−98.7%) vs. Q4 2022
Total value
$599.7K
−$13.1B (−100.0%) vs. Q4 2022
New holders
10
23 more added
Sold out
557
29 more reduced

11 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2023: 87 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 2023: $599.7K
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 2023

Shares, value and share of portfolio for each institution holding SVB Financial Group; share changes are against Q4 2022.

Institutions holding SIVB in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Boston Financial Mangement LLC0$00.00%−9,762−100.0%Sold out
Fiduciary Trust Co0$00.00%−9,762−100.0%Sold out
Global Retirement Partners, LLC0$00.00%−9,630−100.0%Sold out
Thrivent Financial for Lutherans0$00.00%−9,506−100.0%Sold out
USS Investment Management Ltd0$00.00%−9,497−100.0%Sold out
ING Groep NV0$00.00%−9,349−100.0%Sold out
CWM Advisors, LLC0$00.00%−9,338−100.0%Sold out
New York Life Investment Management LLC0$00.00%−9,309−100.0%Sold out
Gulf International Bank (UK) Ltd0$00.00%−9,173−100.0%Sold out
Yousif Capital Management, LLC0$00.00%−9,114−100.0%Sold out
Alberta Investment Management Corp0$00.00%−9,109−100.0%Sold out
Gyon Technologies Capital Management, LP0$00.00%−9,044−100.0%Sold out
State of Tennessee, Treasury Department0$00.00%−8,893−100.0%Sold out
Northeast Investment Management0$00.00%−8,816−100.0%Sold out
Cabot Wealth Management Inc0$00.00%−8,601−100.0%Sold out
Bank of Nova Scotia0$00.00%−8,456−100.0%Sold out
Texas Permanent School Fund0$00.00%−8,398−100.0%Sold out
Beach Investment Counsel Inc0$00.00%−8,345−100.0%Sold out
Peloton Wealth Strategists0$00.00%−8,329−100.0%Sold out
State of Alaska, Department of Revenue0$00.00%−8,270−100.0%Sold out
Brinker Capital Investments, LLC0$00.00%−7,882−100.0%Sold out
Tocqueville Asset Management L.P.0$00.00%−7,715−100.0%Sold out
Prio Wealth Limited Partnership0$00.00%−7,601−100.0%Sold out
Alpine Woods Capital Investors, LLC0$00.00%−7,600−100.0%Sold out
Whittier Trust Co of Nevada Inc0$00.00%−7,494−100.0%Sold out
King Luther Capital Management Corp0$00.00%−7,121−100.0%Sold out
Czech National Bank0$00.00%−6,918−100.0%Sold out
Ambassador Advisors, LLC0$00.00%−6,693−100.0%Sold out
Nippon Life Global Investors Americas, Inc.0$00.00%−6,690−100.0%Sold out
Ninety One North America, Inc.0$00.00%−6,642−100.0%Sold out
Teacher Retirement System of Texas0$00.00%−6,635−100.0%Sold out
NatWest Group plc0$00.00%−6,333−100.0%Sold out
Essex Investment Management Co LLC0$00.00%−6,284−100.0%Sold out
Quantitative Investment Management, LLC0$00.00%−6,039−100.0%Sold out
Mariner, LLC0$00.00%−5,978−100.0%Sold out
Northwestern Mutual Wealth Management Co0$00.00%−5,912−100.0%Sold out
Jacobs Levy Equity Management, Inc0$00.00%−5,876−100.0%Sold out
Swiss Life Asset Management Ltd0$00.00%−5,847−100.0%Sold out
Appleton Partners Inc0$00.00%−5,751−100.0%Sold out
Commonwealth Equity Services, LLC0$00.00%−5,694−100.0%Sold out
Quantbot Technologies LP0$00.00%−5,681−100.0%Sold out
Exencial Wealth Advisors, LLC0$00.00%−5,412−100.0%Sold out
Waratah Capital Advisors Ltd.0$00.00%−5,366−100.0%Sold out
Parallax Volatility Advisers, L.P.0$00.00%−5,337−100.0%Sold out
Industrial Alliance Investment Management Inc.0$00.00%−5,190−100.0%Sold out
Creative Planning0$00.00%−5,184−100.0%Sold out
Ulysses Management LLC0$00.00%−5,000−100.0%Sold out
Crestline Management, LP0$00.00%−5,000−100.0%Sold out
Sit Investment Associates Inc0$00.00%−4,925−100.0%Sold out
Panagora Asset Management Inc0$00.00%−4,832−100.0%Sold out
Securian Asset Management, Inc0$00.00%−4,830−100.0%Sold out
L & S Advisors Inc0$00.00%−4,827−100.0%Sold out
Schroder Investment Management Group0$00.00%−4,753−100.0%Sold out
Jump Financial, LLC0$00.00%−4,742−100.0%Sold out
Kentucky Retirement Systems0$00.00%−4,645−100.0%Sold out
Captrust Financial Advisors0$00.00%−4,597−100.0%Sold out
Marathon Trading Investment Management LLC0$00.00%−4,533−100.0%Sold out
Maryland State Retirement & Pension System0$00.00%−4,518−100.0%Sold out
US Bancorp0$00.00%−4,501−100.0%Sold out
Brighton Jones LLC0$00.00%−4,488−100.0%Sold out
MSD Partners, L.P.0$00.00%−4,438−100.0%Sold out
Cambridge Investment Research Advisors, Inc.0$00.00%−4,427−100.0%Sold out
Advisors Asset Management, Inc.0$00.00%−4,422−100.0%Sold out
Stamos Capital Partners, L.P.0$00.00%−4,270−100.0%Sold out
Hartford Investment Management Co0$00.00%−4,269−100.0%Sold out
Cerity Partners LLC0$00.00%−4,247−100.0%Sold out
JustInvest LLC0$00.00%−4,222−100.0%Sold out
Wade G W & Inc0$00.00%−4,128−100.0%Sold out
HRT Financial LP0$00.00%−4,082−100.0%Sold out
HighTower Advisors, LLC0$00.00%−4,057−100.0%Sold out
Daiwa Securities Group Inc.0$00.00%−4,050−100.0%Sold out
Prudential PLC0$00.00%−3,932−100.0%Sold out
Commerce Bank0$00.00%−3,931−100.0%Sold out
Ethic Inc.0$00.00%−3,829−100.0%Sold out
Louisiana State Employees Retirement System0$00.00%−3,800−100.0%Sold out
Sumitomo Life Insurance Co0$00.00%−3,791−100.0%Sold out
Candriam Luxembourg S.C.A.0$00.00%−3,709−100.0%Sold out
Healthcare of Ontario Pension Plan Trust Fund0$00.00%−3,664−100.0%Sold out
Marshall Wace, LLP0$00.00%−3,649−100.0%Sold out
Ramiah Investment Group0$00.00%−3,647−100.0%Sold out
Ashford Capital Management Inc0$00.00%−3,637−100.0%Sold out
Diversified Trust Co0$00.00%−3,619−100.0%Sold out
Altman Advisors, Inc.0$00.00%−3,265−100.0%Sold out
Kinneret Advisory, LLC0$00.00%−3,614−100.0%Sold out
Wesbanco Bank Inc0$00.00%−3,611−100.0%Sold out
Gamco Investors, Inc. Et Al0$00.00%−3,602−100.0%Sold out
Cornercap Investment Counsel Inc0$00.00%−3,591−100.0%Sold out
Wealthfront Advisers LLC0$00.00%−3,580−100.0%Sold out
Balentine LLC0$00.00%−3,534−100.0%Sold out
Triumph Capital Management0$00.00%−3,528−100.0%Sold out
AQR Capital Management LLC0$00.00%−3,468−100.0%Sold out
Metropolitan Life Insurance Co0$00.00%−3,419−100.0%Sold out
Allspring Global Investments Holdings, LLC0$00.00%−3,413−100.0%Sold out
Pathstone Family Office, LLC0$00.00%−3,951−100.0%Sold out
Resources Management Corp0$00.00%−3,339−100.0%Sold out
Axq Capital, LP0$00.00%−3,277−100.0%Sold out
J. Goldman & Co LP0$00.00%−3,261−100.0%Sold out
Buckingham Strategic Wealth, LLC0$00.00%−3,240−100.0%Sold out
EagleClaw Capital Managment, LLC0$00.00%−3,239−100.0%Sold out
Oppenheimer Asset Management Inc.0$00.00%−3,236−100.0%Sold out