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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
Prestige Wealth Management Group LLC0$00.00%−16−100.0%Sold out
Mine & Arao Wealth Creation & Management, LLC.0$00.00%−16−100.0%Sold out
Beacon Capital Management, LLC0$00.00%−16−100.0%Sold out
JFS Wealth Advisors, LLC0$00.00%−13−100.0%Sold out
McIlrath & Eck, LLC0$00.00%−12−100.0%Sold out
Davidson Capital Management Inc.0$00.00%−11−100.0%Sold out
Red Tortoise LLC0$00.00%−11−100.0%Sold out
DT Investment Partners, LLC0$00.00%−10−100.0%Sold out
TCI Wealth Advisors, Inc.0$00.00%−10−100.0%Sold out
Core Alternative Capital0$00.00%−10−100.0%Sold out
Schubert & Co0$00.00%−9−100.0%Sold out
Armstrong Advisory Group, Inc0$00.00%−9−100.0%Sold out
Thompson Siegel & Walmsley LLC0$00.00%−10−100.0%Sold out
Concord Wealth Partners0$00.00%−7−100.0%Sold out
SJS Investment Consulting Inc.0$00.00%−7−100.0%Sold out
MCF Advisors LLC0$00.00%−6−100.0%Sold out
U.S. Capital Wealth Advisors, LLC0$00.00%−6−100.0%Sold out
Disciplined Investments, LLC0$00.00%−6−100.0%Sold out
SRS Capital Advisors, Inc.0$00.00%−5−100.0%Sold out
Hexagon Capital Partners LLC0$00.00%−5−100.0%Sold out
Fiduciary Alliance LLC0$00.00%−5−100.0%Sold out
Trifecta Capital Advisors, LLC0$00.00%−5−100.0%Sold out
Accurate Wealth Management, LLC0$00.00%−4−100.0%Sold out
Jones Financial Companies LLLP0$00.00%−4−100.0%Sold out
Montag A & Associates Inc0$00.00%−4−100.0%Sold out
Colonial Trust Advisors0$00.00%−4−100.0%Sold out
Versant Capital Management, Inc0$00.00%−4−100.0%Sold out
EWG Elevate Inc.0$00.00%−4−100.0%Sold out
My Personal CFO, LLC0$00.00%−4−100.0%Sold out
Blue Bell Private Wealth Management, LLC0$00.00%−3−100.0%Sold out
Sandy Spring Bank0$00.00%−3−100.0%Sold out
BerganKDV Wealth Management, LLC0$00.00%−3−100.0%Sold out
Cary Street Partner Investment Advisory LLC0$00.00%−3−100.0%Sold out
Private Ocean, LLC0$00.00%−2−100.0%Sold out
Kayne Anderson Rudnick Investment Management LLC0$00.00%−2−100.0%Sold out
Nelson, Van Denburg & Campbell Wealth Management Group, LLC0$00.00%−2−100.0%Sold out
Addison Advisors LLC0$00.00%−2−100.0%Sold out
New Millennium Group LLC0$00.00%−2−100.0%Sold out
Plante Moran Financial Advisors, LLC0$00.00%−1−100.0%Sold out
Wolff Wiese Magana LLC0$00.00%−1−100.0%Sold out
Lazard Asset Management LLC0$00.00%−4−100.0%Sold out
Steward Financial Group LLC0$00.00%−3−100.0%Sold out
American National Bank0$00.00%−1−100.0%Sold out
Gordian Capital Singapore Pte Ltd0$00.00%−1−100.0%Sold out
Gofen & Glossberg LLC––––Not filed
Boenning & Scattergood, Inc.––––Not filed
Comerica Bank––––Not filed
Perpetual Investment Management Ltd––––Not filed
Mathes Company, Inc.––––Not filed
Alpha Paradigm Partners, LLC––––Not filed
Allstate Investment Management Co––––Not filed
Seeyond––––Not filed
Trustcore Financial Services, LLC––––Not filed
Heritage Wealth Management, LLC––––Not filed
CoreCap Advisors, LLC––––Not filed