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, Q4 2023
Institutional positions in SVB Financial Group as of Dec 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
- 15
- −2 vs. Q3 2023
- Shares held
- 103.9K
- −61.4K (−37.2%) vs. Q3 2023
- Total value
- $7.14K
- −$8.13K (−53.2%) vs. Q3 2023
- New holders
- 3
- 1 more added
- Sold out
- 5
- 2 more reduced
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding SVB Financial Group; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Financial Synergies Wealth Advisors, Inc. | 17 | $3.91K | 0.00% | +17 | New |
| Kingswood Wealth Advisors, LLC | 70,006 | $2.32K | 0.00% | +20,006+40.0% | Added |
| Boston Private Wealth LLC | 24,033 | $796 | 0.00% | −79,142−76.7% | Reduced |
| Tucker Asset Management LLC | 1,351 | $45 | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 1,100 | $36 | 0.00% | +1,100 | New |
| Meeder Asset Management Inc | 798 | $24 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 185 | $7 | 0.00% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 143 | $5 | 0.00% | 00.0% | Unchanged |
| Gifford Fong Associates | 6,000 | $0 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 2 | $0 | 0.00% | −903−99.8% | Reduced |
| Sittner & Nelson, LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 8 | $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 |
| FSA Wealth Management LLC | 45 | $0 | 0.00% | +45 | New |
| Systematic Alpha Investments, LLC | 0 | $0 | 0.00% | −1,470−100.0% | Sold out |
| ZRC Wealth Management, LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Resources Management Corp | 0 | $0 | 0.00% | −559−100.0% | Sold out |
| West Oak Capital, LLC | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Front Row Advisors LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |