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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, Q4 2022

Institutional positions in SVB Financial Group as of Dec 31, 2022. 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, so this page shows Q4 2022. 13F filings for later quarters list far fewer holders.

Institutional holders
645
−14 vs. Q3 2022
Shares held
57.1M
+1.56M (+2.8%) vs. Q3 2022
Total value
$13.2B
−$5.52B (−29.6%) vs. Q3 2022
New holders
112
263 more added
Sold out
126
197 more reduced

15 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2022: 645 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 heldQ4 2022: $13.2B
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, Q4 2022

Shares, value and share of portfolio for each institution holding SVB Financial Group; share changes are against Q3 2022.

Institutions holding SIVB in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Wetherby Asset Management Inc1,093$251.5K0.02%+1,093New
Chesley Taft & Associates LLC1,099$252.9K0.02%−1,595−59.2%Reduced
CWM, LLC1,110$255.0K0.00%+625+128.9%Added
Chicago Partners Investment Group LLC792$256.1K0.02%+792New
Intech Investment Management LLC1,126$259.1K0.00%−801−41.6%Reduced
Profund Advisors LLC1,126$259.1K0.02%+35+3.2%Added
Prudent Man Advisors, LLC1,150$265.0K0.11%+318+38.2%Added
Insigneo Advisory Services, LLC1,181$272.0K0.10%+1,181New
Allstate Corp1,201$276.4K0.01%−800−40.0%Reduced
Allstate Investment Management Co1,201$276.4K0.01%+1,201New
Alpha Paradigm Partners, LLC1,206$278.0K0.11%00.0%Unchanged
National Asset Management, Inc.1,224$281.7K0.01%−51−4.0%Reduced
Tokio Marine Asset Management Co Ltd1,264$290.9K0.02%+194+18.1%Added
ETF Managers Group, LLC1,271$292.5K0.01%+46+3.8%Added
Banco Bilbao Vizcaya Argentaria, S.A.1,296$298.3K0.00%+1+0.1%Added
Lincoln National Corp1,303$299.9K0.01%+307+30.8%Added
Fluent Financial, LLC1,340$308.4K0.18%−1,353−50.2%Reduced
Signaturefd, LLC1,345$309.5K0.01%+520+63.0%Added
Mission Wealth Management, LP1,374$316.2K0.02%−189−12.1%Reduced
Vestcor Inc1,401$322.0K0.01%+15+1.1%Added
Achmea Investment Management B.V.1,499$323.0K0.01%00.0%Unchanged
Synergy Financial Group, LTD1,409$324.3K0.64%−214−13.2%Reduced
GWM Advisors LLC1,414$324.3K0.01%+679+92.4%Added
PEAK6 Investments LLC1,412$325.0K0.02%+1,410+70,500.0%Added
Verition Fund Management LLC1,422$327.3K0.01%+1,422New
Charles Carroll Financial Partners, LLC1,450$333.7K0.52%−150−9.4%Reduced
Empirical Finance, LLC1,453$334.4K0.03%+126+9.5%Added
Modera Wealth Management, LLC1,455$334.9K0.01%00.0%Unchanged
Ballentine Partners, LLC1,461$336.2K0.01%−4−0.3%Reduced
Systematic Alpha Investments, LLC1,470$338.3K0.02%00.0%Unchanged
Tower Research Capital LLC (TRC)1,470$339.0K0.01%−4,587−75.7%Reduced
TT International Asset Management LTD1,478$340.0K0.03%+1,478New
Sunbelt Securities, Inc.1,485$341.8K0.07%+32+2.2%Added
Trust Co of Oklahoma1,512$348.0K0.14%+1,512New
Lyell Wealth Management, LP1,515$348.7K0.06%00.0%Unchanged
Kestra Advisory Services, LLC1,546$355.8K0.00%+363+30.7%Added
Mechanics Bank Trust Department1,547$356.0K0.06%−69−4.3%Reduced
VELA Investment Management, LLC1,561$359.2K0.18%+469+42.9%Added
Brown Brothers Harriman & Co1,582$364.1K0.00%+258+19.5%Added
Park Avenue Securities LLC1,621$373.0K0.01%+89+5.8%Added
Stevens Capital Management LP1,625$374.0K0.24%+1,625New
Bleakley Financial Group, LLC1,629$374.9K0.01%+1,629New
Coldstream Capital Management Inc1,633$375.8K0.01%+1,633New
Hancock Whitney Corp1,731$398.0K0.02%−1−0.1%Reduced
Fred Alger Management, LLC1,747$402.1K0.00%−18,150−91.2%Reduced
Teza Capital Management LLC1,769$407.1K0.08%+1,769New
Michael B. Yongue1,772$407.8K0.38%+310+21.2%Added
MML Investors Services, LLC1,774$408.0K0.00%−357−16.8%Reduced
Advisor Partners II, LLC1,773$408.0K0.03%+163+10.1%Added
Montecito Bank & Trust1,816$418.0K0.10%00.0%Unchanged
Rehmann Capital Advisory Group1,832$421.6K0.04%+14+0.8%Added
PAX Financial Group, LLC1,843$424.1K0.11%+269+17.1%Added
Blair William & Co1,852$426.2K0.00%−653−26.1%Reduced
Northwestern Mutual Investment Management Company, LLC1,852$426.2K0.01%−342−15.6%Reduced
Fulton Bank, N.A.1,857$427.0K0.02%+104+5.9%Added
Rockefeller Capital Management L.P.1,884$432.0K0.00%−12,830−87.2%Reduced
Cambridge Trust Co1,876$432.0K0.02%−288−13.3%Reduced
DMG Group, LLC1,920$432.0K0.49%+279+17.0%Added
Credit Capital Investments LLC1,900$437.3K0.63%+1,000+111.1%Added
Dana Investment Advisors, Inc.1,919$441.6K0.02%+593+44.7%Added
Beacon Pointe Advisors, LLC1,958$450.6K0.01%−234−10.7%Reduced
Pacer Advisors, Inc.1,964$452.0K0.00%−26,257−93.0%Reduced
Veriti Management LLC1,978$455.2K0.06%+1,978New
Caas Capital Management LP2,000$460.3K0.09%+2,000New
BSW Wealth Partners2,053$472.0K0.10%+666+48.0%Added
Knollwood Investment Advisory, LLC2,070$476.4K0.19%+2,070New
AE Wealth Management LLC2,091$481.3K0.00%+624+42.5%Added
Klingenstein Fields & Co LP2,100$483.3K0.03%00.0%Unchanged
Kentucky Retirement Systems Insurance Trust Fund2,117$487.0K0.04%00.0%Unchanged
Alps Advisors Inc2,150$494.8K0.00%−280−11.5%Reduced
Krilogy Financial LLC2,183$502.4K0.05%+2,183New
Byrne Asset Management LLC2,189$503.8K0.37%+397+22.2%Added
CIBC World Markets Inc.2,199$506.0K0.00%−16−0.7%Reduced
Cetera Advisor Networks LLC2,227$512.5K0.00%+2,227New
Illinois Municipal Retirement Fund2,251$518.0K0.01%+2,251New
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.2,355$542.0K0.11%−50−2.1%Reduced
Connectus Wealth, LLC2,380$548.0K0.01%−56,722−96.0%Reduced
Allworth Financial LP2,382$548.2K0.01%−1,140−32.4%Reduced
Salem Investment Counselors Inc2,395$551.2K0.02%−490−17.0%Reduced
Keybank National Association2,399$552.1K0.00%+1,080+81.9%Added
Cim Investment Mangement Inc2,420$556.9K0.22%+1,419+141.8%Added
Jefferies Financial Group Inc.2,445$562.7K0.01%+2,445New
Aquatic Capital Management LLC2,500$575.0K0.04%+2,500New
Flagship Harbor Advisors, LLC2,521$580.2K0.06%+1,472+140.3%Added
Cetera Investment Advisers2,573$592.0K0.01%+1,710+198.1%Added
Mercer Global Advisors Inc2,601$599.0K0.00%+239+10.1%Added
Janney Montgomery Scott LLC2,677$616.0K0.00%−430−13.8%Reduced
Crossmark Global Holdings, Inc.2,683$618.0K0.02%−10−0.4%Reduced
Stonnington Group, LLC2,500$631.7K0.17%00.0%Unchanged
Quantamental Technologies LLC2,799$644.2K0.29%+2,799New
Quantinno Capital Management LP2,816$648.0K0.05%+2,816New
Metis Global Partners, LLC2,827$650.6K0.06%+1,376+94.8%Added
New Mexico Educational Retirement Board2,850$656.0K0.04%−200−6.6%Reduced
M&T Bank Corp2,866$659.6K0.00%+785+37.7%Added
Boston Family Office LLC2,993$689.0K0.06%+1,152+62.6%Added
Supplemental Annuity Collective Trust of NJ3,000$690.4K0.29%00.0%Unchanged
First Manhattan Co3,014$693.6K0.00%+214+7.6%Added
Mitchell McLeod Pugh & Williams Inc3,038$699.2K0.24%−7−0.2%Reduced
Norinchukin Bank, The3,113$716.4K0.02%−967−23.7%Reduced
Macquarie Group Ltd3,179$731.9K0.00%+276+9.5%Added