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.
| 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 2022
Shares, value and share of portfolio for each institution holding SVB Financial Group; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Yousif Capital Management, LLC | 9,114 | $2.10M | 0.03% | −3,676−28.7% | Reduced |
| Gulf International Bank (UK) Ltd | 9,173 | $2.11M | 0.04% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 9,309 | $2.14M | 0.02% | +20.0% | Added |
| CWM Advisors, LLC | 9,338 | $2.15M | 0.28% | −400−4.1% | Reduced |
| ING Groep NV | 9,349 | $2.15M | 0.02% | +9,349 | New |
| USS Investment Management Ltd | 9,497 | $2.18M | 0.03% | +565+6.3% | Added |
| Thrivent Financial for Lutherans | 9,506 | $2.19M | 0.01% | +4,877+105.4% | Added |
| Global Retirement Partners, LLC | 9,630 | $2.22M | 0.15% | +6,059+169.7% | Added |
| Fiduciary Trust Co | 9,762 | $2.25M | 0.04% | −958−8.9% | Reduced |
| Boston Financial Mangement LLC | 9,762 | $2.25M | 0.09% | +1,293+15.3% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 9,991 | $2.30M | 0.02% | +1,349+15.6% | Added |
| Natixis Investment Managers International | 10,097 | $2.32M | 0.17% | +8,980+803.9% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 10,101 | $2.32M | 0.05% | +68+0.7% | Added |
| Pinebridge Investments, L.P. | 10,264 | $2.36M | 0.03% | −534−4.9% | Reduced |
| Shell Asset Management Co | 10,348 | $2.38M | 0.10% | −860−7.7% | Reduced |
| Utah Retirement Systems | 10,439 | $2.40M | 0.04% | −54−0.5% | Reduced |
| Boenning & Scattergood, Inc. | 4,347 | $2.43M | 0.39% | +15+0.3% | Added |
| IFM Investors Pty Ltd | 10,854 | $2.50M | 0.04% | +866+8.7% | Added |
| Advisor Group Holdings, Inc. | 10,899 | $2.51M | 0.01% | +94+0.9% | Added |
| Gotham Asset Management, LLC | 10,947 | $2.52M | 0.07% | +4,657+74.0% | Added |
| Oregon Public Employees Retirement Fund | 10,952 | $2.52M | 0.03% | +1,695+18.3% | Added |
| Nordea Investment Management AB | 10,901 | $2.55M | 0.00% | −2,100−16.2% | Reduced |
| Middleton & Co Inc | 11,209 | $2.58M | 0.38% | −4,600−29.1% | Reduced |
| John W. Rosenthal Capital Management, Inc. | 11,300 | $2.60M | 2.33% | −400−3.4% | Reduced |
| Covea Finance | 11,500 | $2.65M | 0.13% | +3,500+43.8% | Added |
| Xponance, Inc. | 11,570 | $2.66M | 0.04% | +1,913+19.8% | Added |
| Forsta Ap-Fonden | 11,600 | $2.67M | 0.03% | +2,000+20.8% | Added |
| FORA Capital, LLC | 11,715 | $2.70M | 0.44% | +11,715 | New |
| Tredje AP-fonden | 11,944 | $2.75M | 0.05% | −9,218−43.6% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 12,021 | $2.77M | 0.02% | +9,571+390.7% | Added |
| Lido Advisors, LLC | 12,186 | $2.80M | 0.05% | +6,085+99.7% | Added |
| Aviva PLC | 12,392 | $2.85M | 0.01% | −2,766−18.2% | Reduced |
| Graphene Investments SAS | 12,600 | $2.90M | 1.96% | +12,600 | New |
| Raymond James Financial Services Advisors, Inc. | 12,677 | $2.92M | 0.01% | +1,773+16.3% | Added |
| The PNC Financial Services Group, Inc. | 13,194 | $3.04M | 0.00% | +809+6.5% | Added |
| EJF Capital LLC | 13,376 | $3.08M | 0.96% | +9,495+244.7% | Added |
| Public Sector Pension Investment Board | 13,648 | $3.14M | 0.03% | +1,858+15.8% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 13,802 | $3.18M | 0.05% | −500−3.5% | Reduced |
| Harrington Investments, INC | 13,863 | $3.19M | 2.31% | +955+7.4% | Added |
| Mackenzie Financial Corp | 13,929 | $3.21M | 0.01% | +3,665+35.7% | Added |
| Nomura Asset Management Co Ltd | 14,169 | $3.26M | 0.02% | −6,808−32.5% | Reduced |
| Mutual of America Capital Management LLC | 14,563 | $3.35M | 0.04% | +1,120+8.3% | Added |
| Andra AP-fonden | 14,600 | $3.36M | 0.10% | +3,800+35.2% | Added |
| Schonfeld Strategic Advisors LLC | 14,644 | $3.37M | 0.03% | +14,644 | New |
| Interval Partners, LP | 14,678 | $3.38M | 0.27% | +14,678 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 14,723 | $3.39M | 0.09% | +13,979+1,878.9% | Added |
| Sycomore Asset Management | 15,965 | $3.46M | 0.95% | +6,830+74.8% | Added |
| AMF Pensionsforsakring AB | 15,080 | $3.47M | 0.04% | −3,430−18.5% | Reduced |
| CIBC Asset Management Inc | 15,356 | $3.53M | 0.01% | +27+0.2% | Added |
| Amalgamated Bank | 15,607 | $3.59M | 0.03% | +250+1.6% | Added |
| Stieven Capital Advisors, L.P. | 16,475 | $3.79M | 0.68% | −46,011−73.6% | Reduced |
| Gillson Capital LP | 16,498 | $3.80M | 0.29% | +16,498 | New |
| Arizona State Retirement System | 16,723 | $3.85M | 0.04% | +564+3.5% | Added |
| Van Strum & Towne Inc. | 16,877 | $3.88M | 1.67% | +1,333+8.6% | Added |
| MetLife Investment Management | 16,917 | $3.89M | 0.03% | −310−1.8% | Reduced |
| State of Michigan Retirement System | 17,120 | $3.94M | 0.03% | +1,100+6.9% | Added |
| American International Group, Inc. | 17,443 | $4.01M | 0.03% | +522+3.1% | Added |
| Royal London Asset Management Ltd | 17,469 | $4.02M | 0.02% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 17,559 | $4.04M | 0.02% | −51,721−74.7% | Reduced |
| Baird Financial Group, Inc. | 17,646 | $4.06M | 0.01% | −1,322−7.0% | Reduced |
| ProShare Advisors LLC | 17,751 | $4.09M | 0.01% | +5,862+49.3% | Added |
| Fifth Third Bancorp | 18,097 | $4.16M | 0.02% | −207−1.1% | Reduced |
| Carmel Capital Management L.L.C. | 18,185 | $4.19M | 2.58% | +100+0.6% | Added |
| Envestnet Asset Management Inc | 18,742 | $4.31M | 0.00% | −9,299−33.2% | Reduced |
| Kornitzer Capital Management Inc | 18,745 | $4.31M | 0.09% | −11−0.1% | Reduced |
| Retirement Systems of Alabama | 18,935 | $4.36M | 0.02% | −689−3.5% | Reduced |
| Truist Financial Corp | 18,951 | $4.36M | 0.01% | −3,805−16.7% | Reduced |
| Whittier Trust Co | 19,080 | $4.39M | 0.09% | −4,564−19.3% | Reduced |
| Nisa Investment Advisors, LLC | 19,165 | $4.41M | 0.03% | +3,260+20.5% | Added |
| Caisse de Depot Et Placement du Quebec | 19,448 | $4.48M | 0.01% | +7,300+60.1% | Added |
| Formuepleje A/S | 19,461 | $4.48M | 0.38% | +11,945+158.9% | Added |
| CIBC World Markets Corp | 19,556 | $4.50M | 0.03% | +9,800+100.5% | Added |
| Stifel Financial Corp | 19,605 | $4.51M | 0.01% | −16,377−45.5% | Reduced |
| Spence Asset Management | 19,853 | $4.57M | 1.55% | −320−1.6% | Reduced |
| Korea Investment CORP | 20,087 | $4.62M | 0.01% | −93,474−82.3% | Reduced |
| Moody Lynn & Lieberson, LLC | 20,939 | $4.82M | 0.44% | −9,190−30.5% | Reduced |
| Raymond James & Associates | 21,092 | $4.85M | 0.00% | −21,781−50.8% | Reduced |
| Advisors Capital Management, LLC | 21,572 | $4.96M | 0.13% | +21,572 | New |
| NFJ Investment Group, LLC | 21,638 | $4.98M | 0.13% | +21,638 | New |
| Grimes & Company, Inc. | 23,242 | $5.35M | 0.23% | +695+3.1% | Added |
| Glenmede Trust Co NA | 23,389 | $5.38M | 0.03% | −13,513−36.6% | Reduced |
| Asset Management One Co.,Ltd. | 23,372 | $5.48M | 0.03% | −5,141−18.0% | Reduced |
| Group One Trading, L.P. | 24,031 | $5.53M | 0.19% | +22,561+1,534.8% | Added |
| Motley Fool Wealth Management, LLC | 24,286 | $5.59M | 0.39% | −288−1.2% | Reduced |
| Biondo Investment Advisors, LLC | 24,760 | $5.70M | 1.27% | −96−0.4% | Reduced |
| Motley Fool Asset Management LLC | 24,779 | $5.70M | 0.64% | −955−3.7% | Reduced |
| Victory Capital Management Inc | 25,160 | $5.79M | 0.01% | −436,055−94.5% | Reduced |
| Guggenheim Capital LLC | 25,722 | $5.92M | 0.05% | +16,545+180.3% | Added |
| Treasurer of the State of North Carolina | 26,318 | $6.06M | 0.04% | −780−2.9% | Reduced |
| NorthCrest Asset Manangement, LLC | 27,462 | $6.32M | 0.36% | −457−1.6% | Reduced |
| LPL Financial LLC | 28,070 | $6.46M | 0.01% | +736+2.7% | Added |
| Nissay Asset Management Corp | 28,322 | $6.52M | 0.06% | −40,118−58.6% | Reduced |
| Mn Services Vermogensbeheer B.V. | 28,706 | $6.61M | 0.07% | −3,700−11.4% | Reduced |
| Natixis Advisors, L.P. | 29,324 | $6.75M | 0.03% | +6,701+29.6% | Added |
| Bridgewater Associates, LP | 29,580 | $6.81M | 0.04% | +13,253+81.2% | Added |
| Portolan Capital Management, LLC | 29,654 | $6.82M | 0.68% | +29,654 | New |
| Walleye Capital LLC | 30,044 | $6.91M | 0.15% | +30,044 | New |
| Kames Capital plc | 30,437 | $7.00M | 0.13% | −31,430−50.8% | Reduced |
| Robeco Institutional Asset Management B.V. | 30,588 | $7.04M | 0.02% | +6,712+28.1% | Added |
| Public Employees Retirement System of Ohio | 30,724 | $7.07M | 0.03% | −6,085−16.5% | Reduced |