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, Q3 2023
Institutional positions in SVB Financial Group as of Sep 30, 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
- 17
- −5 vs. Q2 2023
- Shares held
- 165.3K
- −47.7K (−22.4%) vs. Q2 2023
- Total value
- $15.3K
- −$87.5K (−85.1%) vs. Q2 2023
- New holders
- 3
- 0 more added
- Sold out
- 8
- 3 more reduced
Compare with Q2 2023: 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, Q3 2023
Shares, value and share of portfolio for each institution holding SVB Financial Group; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Proequities, Inc. | 8 | $0 | 0.00% | −496−98.4% | Reduced |
| West Oak Capital, LLC | 35 | $0 | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 185 | $0 | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 559 | $0 | 0.00% | +559 | New |
| Sittner & Nelson, LLC | 10 | $1 | 0.00% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 143 | $13 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 185 | $17 | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 500 | $45 | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 798 | $72 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 905 | $85 | 0.00% | −118−11.5% | Reduced |
| Tucker Asset Management LLC | 1,351 | $122 | 0.00% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 1,470 | $132 | 0.00% | +1,470 | New |
| Gifford Fong Associates | 6,000 | $1.00K | 0.00% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 50,000 | $4.50K | 0.00% | +50,000 | New |
| Boston Private Wealth LLC | 103,175 | $9.29K | 0.00% | −93−0.1% | Reduced |
| Douglas Lane & Associates, LLC | 0 | $0 | 0.00% | −80,917−100.0% | Sold out |
| Teachers Retirement System of the State of Kentucky | 0 | $0 | 0.00% | −1,114−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −1,712−100.0% | Sold out |
| Performa Ltd (US), LLC | 0 | $0 | 0.00% | −170−100.0% | Sold out |
| Liberty One Investment Management, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Ancora Advisors, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| AMF Pensionsforsakring AB | 0 | $0 | 0.00% | −15,080−100.0% | Sold out |
| Knott David M Jr | 0 | $0 | 0.00% | −48−100.0% | Sold out |