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 2024
Institutional positions in SVB Financial Group as of Mar 31, 2024. 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
- 10
- −4 vs. Q4 2023
- Shares held
- 22.2K
- −81.5K (−78.6%) vs. Q4 2023
- Total value
- $1.12K
- −$6.02K (−84.3%) vs. Q4 2023
- New holders
- 2
- 0 more added
- Sold out
- 6
- 2 more reduced
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding SVB Financial Group; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Boston Private Wealth LLC | 20,003 | $1.00K | 0.00% | −4,030−16.8% | Reduced |
| Tucker Asset Management LLC | 1,351 | $68 | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 798 | $40 | 0.00% | 00.0% | Unchanged |
| Vima LLC | 14 | $13 | 0.00% | +14 | New |
| FSA Wealth Management LLC | 45 | $2 | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 10 | $1 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 1 | $0 | 0.00% | −7−87.5% | Reduced |
| Hantz Financial Services, Inc. | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 5 | $0 | 0.00% | +5 | New |
| Financial Synergies Wealth Advisors, Inc. | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Kingswood Wealth Advisors, LLC | 0 | $0 | 0.00% | −70,006−100.0% | Sold out |
| Accent Capital Management, LLC | 0 | $0 | 0.00% | −1,100−100.0% | Sold out |
| Bartlett & Co. Wealth Management LLC | 0 | $0 | 0.00% | −185−100.0% | Sold out |
| Pacer Advisors, Inc. | 0 | $0 | 0.00% | −143−100.0% | Sold out |
| Gifford Fong Associates | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Bartlett & Co. LLC | – | – | – | – | Not filed |