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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
Chartwell Investment Partners, LLC0$00.00%−3,231−100.0%Sold out
White Pine Capital LLC0$00.00%−3,202−100.0%Sold out
Macquarie Group Ltd0$00.00%−3,179−100.0%Sold out
Norinchukin Bank, The0$00.00%−3,113−100.0%Sold out
Mitchell McLeod Pugh & Williams Inc0$00.00%−3,038−100.0%Sold out
First Manhattan Co0$00.00%−3,014−100.0%Sold out
Supplemental Annuity Collective Trust of NJ0$00.00%−3,000−100.0%Sold out
Boston Family Office LLC0$00.00%−2,993−100.0%Sold out
M&T Bank Corp0$00.00%−2,866−100.0%Sold out
Metis Global Partners, LLC0$00.00%−2,827−100.0%Sold out
Quantinno Capital Management LP0$00.00%−2,816−100.0%Sold out
Quantamental Technologies LLC0$00.00%−2,799−100.0%Sold out
Stonnington Group, LLC0$00.00%−2,500−100.0%Sold out
Crossmark Global Holdings, Inc.0$00.00%−2,683−100.0%Sold out
Janney Montgomery Scott LLC0$00.00%−2,677−100.0%Sold out
Mercer Global Advisors Inc0$00.00%−2,601−100.0%Sold out
Cetera Investment Advisers0$00.00%−2,573−100.0%Sold out
Flagship Harbor Advisors, LLC0$00.00%−2,521−100.0%Sold out
Aquatic Capital Management LLC0$00.00%−2,500−100.0%Sold out
Jefferies Financial Group Inc.0$00.00%−2,445−100.0%Sold out
Cim Investment Mangement Inc0$00.00%−2,420−100.0%Sold out
Keybank National Association0$00.00%−2,399−100.0%Sold out
Salem Investment Counselors Inc0$00.00%−2,395−100.0%Sold out
Allworth Financial LP0$00.00%−2,382−100.0%Sold out
Connectus Wealth, LLC0$00.00%−2,380−100.0%Sold out
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.0$00.00%−2,355−100.0%Sold out
Illinois Municipal Retirement Fund0$00.00%−2,251−100.0%Sold out
Cetera Advisor Networks LLC0$00.00%−2,227−100.0%Sold out
CIBC World Markets Inc.0$00.00%−2,199−100.0%Sold out
Byrne Asset Management LLC0$00.00%−2,189−100.0%Sold out
Krilogy Financial LLC0$00.00%−2,183−100.0%Sold out
Alps Advisors Inc0$00.00%−2,150−100.0%Sold out
Kentucky Retirement Systems Insurance Trust Fund0$00.00%−2,117−100.0%Sold out
Klingenstein Fields & Co LP0$00.00%−2,100−100.0%Sold out
AE Wealth Management LLC0$00.00%−2,091−100.0%Sold out
Knollwood Investment Advisory, LLC0$00.00%−2,070−100.0%Sold out
BSW Wealth Partners0$00.00%−2,053−100.0%Sold out
Caas Capital Management LP0$00.00%−2,000−100.0%Sold out
Veriti Management LLC0$00.00%−1,978−100.0%Sold out
Beacon Pointe Advisors, LLC0$00.00%−1,958−100.0%Sold out
Dana Investment Advisors, Inc.0$00.00%−1,919−100.0%Sold out
Credit Capital Investments LLC0$00.00%−1,900−100.0%Sold out
DMG Group, LLC0$00.00%−1,920−100.0%Sold out
Fulton Bank, N.A.0$00.00%−1,857−100.0%Sold out
Blair William & Co0$00.00%−1,852−100.0%Sold out
Northwestern Mutual Investment Management Company, LLC0$00.00%−1,852−100.0%Sold out
PAX Financial Group, LLC0$00.00%−1,843−100.0%Sold out
Rehmann Capital Advisory Group0$00.00%−1,832−100.0%Sold out
Montecito Bank & Trust0$00.00%−1,816−100.0%Sold out
Advisor Partners II, LLC0$00.00%−1,773−100.0%Sold out
MML Investors Services, LLC0$00.00%−1,774−100.0%Sold out
Michael B. Yongue0$00.00%−1,772−100.0%Sold out
Teza Capital Management LLC0$00.00%−1,769−100.0%Sold out
Fred Alger Management, LLC0$00.00%−1,747−100.0%Sold out
Hancock Whitney Corp0$00.00%−1,731−100.0%Sold out
Coldstream Capital Management Inc0$00.00%−1,633−100.0%Sold out
Bleakley Financial Group, LLC0$00.00%−1,629−100.0%Sold out
Stevens Capital Management LP0$00.00%−1,625−100.0%Sold out
Park Avenue Securities LLC0$00.00%−1,621−100.0%Sold out
Brown Brothers Harriman & Co0$00.00%−1,582−100.0%Sold out
VELA Investment Management, LLC0$00.00%−1,561−100.0%Sold out
Mechanics Bank Trust Department0$00.00%−1,547−100.0%Sold out
Kestra Advisory Services, LLC0$00.00%−1,546−100.0%Sold out
Lyell Wealth Management, LP0$00.00%−1,515−100.0%Sold out
Trust Co of Oklahoma0$00.00%−1,512−100.0%Sold out
Sunbelt Securities, Inc.0$00.00%−1,485−100.0%Sold out
TT International Asset Management LTD0$00.00%−1,478−100.0%Sold out
Ballentine Partners, LLC0$00.00%−1,461−100.0%Sold out
Modera Wealth Management, LLC0$00.00%−1,455−100.0%Sold out
Empirical Finance, LLC0$00.00%−1,453−100.0%Sold out
Charles Carroll Financial Partners, LLC0$00.00%−1,450−100.0%Sold out
Verition Fund Management LLC0$00.00%−1,422−100.0%Sold out
PEAK6 Investments LLC0$00.00%−1,412−100.0%Sold out
GWM Advisors LLC0$00.00%−1,414−100.0%Sold out
Synergy Financial Group, LTD0$00.00%−1,409−100.0%Sold out
Vestcor Inc0$00.00%−1,401−100.0%Sold out
Mission Wealth Management, LP0$00.00%−1,374−100.0%Sold out
Signaturefd, LLC0$00.00%−1,345−100.0%Sold out
Fluent Financial, LLC0$00.00%−1,340−100.0%Sold out
Lincoln National Corp0$00.00%−1,303−100.0%Sold out
Banco Bilbao Vizcaya Argentaria, S.A.0$00.00%−1,296−100.0%Sold out
ETF Managers Group, LLC0$00.00%−1,271−100.0%Sold out
Tokio Marine Asset Management Co Ltd0$00.00%−1,264−100.0%Sold out
National Asset Management, Inc.0$00.00%−1,224−100.0%Sold out
Allstate Corp0$00.00%−1,201−100.0%Sold out
Insigneo Advisory Services, LLC0$00.00%−1,181−100.0%Sold out
Prudent Man Advisors, LLC0$00.00%−1,150−100.0%Sold out
Intech Investment Management LLC0$00.00%−1,126−100.0%Sold out
Profund Advisors LLC0$00.00%−1,126−100.0%Sold out
Chicago Partners Investment Group LLC0$00.00%−792−100.0%Sold out
CWM, LLC0$00.00%−1,110−100.0%Sold out
Chesley Taft & Associates LLC0$00.00%−1,099−100.0%Sold out
Wetherby Asset Management Inc0$00.00%−1,093−100.0%Sold out
Alpha Cubed Investments, LLC0$00.00%−1,090−100.0%Sold out
Wedmont Private Capital0$00.00%−1,017−100.0%Sold out
Emerald Advisers, LLC0$00.00%−1,061−100.0%Sold out
Snowden Capital Advisors LLC0$00.00%−1,060−100.0%Sold out
B. Metzler seel. Sohn & Co. AG0$00.00%−1,059−100.0%Sold out
Gateway Investment Advisers LLC0$00.00%−1,052−100.0%Sold out
Symmetry Partners, LLC0$00.00%−1,045−100.0%Sold out