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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1 | $0 |
| Q1 2026 | 1 | $0 |
| Q4 2025 | 1 | $0 |
| Q3 2025 | 1 | $0 |
| Q2 2025 | 1 | $0 |
| Q1 2025 | 1 | $0 |
| Q4 2024 | 3 | $13.8K |
| Q3 2024 | 6 | $24 |
| Q2 2024 | 10 | $514 |
| Q1 2024 | 10 | $1.12K |
| Q4 2023 | 15 | $7.14K |
| Q3 2023 | 17 | $15.3K |
| Q2 2023 | 22 | $102.7K |
| Q1 2023 | 87 | $599.7K |
| Q4 2022 | 645 | $13.2B |
| Q3 2022 | 674 | $18.7B |
| Q2 2022 | 750 | $21.7B |
| Q1 2022 | 806 | $29.8B |
| Q4 2021 | 874 | $35.6B |
| Q3 2021 | 778 | $34.3B |
| Q2 2021 | 734 | $27.6B |
| Q1 2021 | 714 | $24.4B |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding SVB Financial Group; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Malaga Cove Capital, LLC | 0 | $0 | 0.00% | −1,035−100.0% | Sold out |
| Synovus Financial Corp | 0 | $0 | 0.00% | −1,030−100.0% | Sold out |
| Apollon Wealth Management, LLC | 0 | $0 | 0.00% | −1,023−100.0% | Sold out |
| Great Diamond Partners, LLC | 0 | $0 | 0.00% | −1,016−100.0% | Sold out |
| Ossiam | 0 | $0 | 0.00% | −1,014−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −1,002−100.0% | Sold out |
| Summit Creek Advisors LLC | 0 | $0 | 0.00% | −1,002−100.0% | Sold out |
| Bailard, Inc. | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Intact Investment Management Inc. | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Psagot Value Holdings Ltd. / (Israel) | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Perigon Wealth Management, LLC | 0 | $0 | 0.00% | −989−100.0% | Sold out |
| Beacon Investment Advisory Services, Inc. | 0 | $0 | 0.00% | −975−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −974−100.0% | Sold out |
| EP Wealth Advisors, LLC | 0 | $0 | 0.00% | −969−100.0% | Sold out |
| Kistler-Tiffany Companies, LLC | 0 | $0 | 0.00% | −961−100.0% | Sold out |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −961−100.0% | Sold out |
| Welch & Forbes LLC | 0 | $0 | 0.00% | −950−100.0% | Sold out |
| Quadrant Private Wealth Management, LLC | 0 | $0 | 0.00% | −944−100.0% | Sold out |
| Vontobel Holding Ltd. | 0 | $0 | 0.00% | −1,002−100.0% | Sold out |
| Vantage Consulting Group Inc | 0 | $0 | 0.00% | −942−100.0% | Sold out |
| Syntax Advisors, LLC | 0 | $0 | 0.00% | −942−100.0% | Sold out |
| HM Payson & Co | 0 | $0 | 0.00% | −932−100.0% | Sold out |
| Axxcess Wealth Management, LLC | 0 | $0 | 0.00% | −922−100.0% | Sold out |
| S&CO Inc | 0 | $0 | 0.00% | −904−100.0% | Sold out |
| SevenOneSeven Capital Management | 0 | $0 | 0.00% | −896−100.0% | Sold out |
| Desjardins Global Asset Management Inc. | 0 | $0 | 0.00% | −887−100.0% | Sold out |
| Savant Capital, LLC | 0 | $0 | 0.00% | −886−100.0% | Sold out |
| Greenleaf Trust | 0 | $0 | 0.00% | −873−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −849−100.0% | Sold out |
| South Dakota Investment Council | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −793−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −670−100.0% | Sold out |
| Stonehage Fleming Financial Services Holdings Ltd | 0 | $0 | 0.00% | −661−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −645−100.0% | Sold out |
| Richelieu Gestion PLC | 0 | $0 | 0.00% | −642−100.0% | Sold out |
| Spirit of America Management Corp | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Peregrine Capital Management LLC | 0 | $0 | 0.00% | −598−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −554−100.0% | Sold out |
| Harbor Investment Advisory, LLC | 0 | $0 | 0.00% | −505−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −494−100.0% | Sold out |
| Baldwin Brothers Inc | 0 | $0 | 0.00% | −465−100.0% | Sold out |
| Sentry Investment Management LLC | 0 | $0 | 0.00% | −396−100.0% | Sold out |
| Federation des caisses Desjardins du Quebec | 0 | $0 | 0.00% | −385−100.0% | Sold out |
| Central Bank & Trust Co | 0 | $0 | 0.00% | −381−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −368−100.0% | Sold out |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −364−100.0% | Sold out |
| Emerald Mutual Fund Advisers Trust | 0 | $0 | 0.00% | −360−100.0% | Sold out |
| Leonteq Securities AG | 0 | $0 | 0.00% | −352−100.0% | Sold out |
| North Star Investment Management Corp. | 0 | $0 | 0.00% | −350−100.0% | Sold out |
| Financial Avengers, Inc. | 0 | $0 | 0.00% | −350−100.0% | Sold out |
| Benjamin F. Edwards & Company, Inc. | 0 | $0 | 0.00% | −331−100.0% | Sold out |
| TCTC Holdings, LLC | 0 | $0 | 0.00% | −312−100.0% | Sold out |
| Exos TFP Holdings LLC | 0 | $0 | 0.00% | −302−100.0% | Sold out |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −302−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −298−100.0% | Sold out |
| Lindbrook Capital, LLC | 0 | $0 | 0.00% | −284−100.0% | Sold out |
| Comerica Securities,inc. | 0 | $0 | 0.00% | −273−100.0% | Sold out |
| Householder Group Estate & Retirement Specialist, LLC | 0 | $0 | 0.00% | −268−100.0% | Sold out |
| Covestor Ltd | 0 | $0 | 0.00% | −251−100.0% | Sold out |
| Key Financial Inc | 0 | $0 | 0.00% | −159−100.0% | Sold out |
| Tradition Wealth Management, LLC | 0 | $0 | 0.00% | −201−100.0% | Sold out |
| Pier 88 Investment Partners LLC | 0 | $0 | 0.00% | −185−100.0% | Sold out |
| Romano Brothers and Company | 0 | $0 | 0.00% | −178−100.0% | Sold out |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −178−100.0% | Sold out |
| Parkside Financial Bank & Trust | 0 | $0 | 0.00% | −164−100.0% | Sold out |
| EverSource Wealth Advisors, LLC | 0 | $0 | 0.00% | −157−100.0% | Sold out |
| General Partner, Inc. | 0 | $0 | 0.00% | −151−100.0% | Sold out |
| Valley National Advisers Inc | 0 | $0 | 0.00% | −128−100.0% | Sold out |
| Ulland Investment Advisors, LLC | 0 | $0 | 0.00% | −134−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −126−100.0% | Sold out |
| Twin Lakes Capital Management, LLC | 0 | $0 | 0.00% | −126−100.0% | Sold out |
| Central Trust Co | 0 | $0 | 0.00% | −119−100.0% | Sold out |
| MV Capital Management, Inc. | 0 | $0 | 0.00% | −113−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −106−100.0% | Sold out |
| JCSD Capital, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| MRP Capital Investments, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Abound Wealth Management | 0 | $0 | 0.00% | −96−100.0% | Sold out |
| Park Place Capital Corp | 0 | $0 | 0.00% | −89−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −72−100.0% | Sold out |
| First Horizon Advisors, Inc. | 0 | $0 | 0.00% | −70−100.0% | Sold out |
| Financial Connections Group, Inc. | 0 | $0 | 0.00% | −66−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −59−100.0% | Sold out |
| Larson Financial Group LLC | 0 | $0 | 0.00% | −57−100.0% | Sold out |
| Zions Bancorporation, N.A. | 0 | $0 | 0.00% | −56−100.0% | Sold out |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −52−100.0% | Sold out |
| ICA Group Wealth Management, LLC | 0 | $0 | 0.00% | −52−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Madden Securities Corp | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Seldon Capital LP | 0 | $0 | 0.00% | −42−100.0% | Sold out |
| Brown, Lisle/Cummings, Inc. | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| MinichMacGregor Wealth Management, LLC | 0 | $0 | 0.00% | −38−100.0% | Sold out |
| Farmers & Merchants Investments Inc | 0 | $0 | 0.00% | −37−100.0% | Sold out |
| Mascoma Wealth Management LLC | 0 | $0 | 0.00% | −33−100.0% | Sold out |
| Bell Investment Advisors, Inc | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| Sierra Capital LLC | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| KB Financial Partners, LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Arlington Partners LLC | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| Capital Advisors, Ltd. LLC | 0 | $0 | 0.00% | −70−100.0% | Sold out |
| James Investment Research Inc | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Financial Synergies Wealth Advisors, Inc. | 0 | $0 | 0.00% | −17−100.0% | Sold out |