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 |
|---|---|---|---|---|---|
| Charles Schwab Investment Management Inc | 323,928 | $74.5M | 0.02% | +15,041+4.9% | Added |
| Dimensional Fund Advisors LP | 326,898 | $75.2M | 0.03% | −7,527−2.3% | Reduced |
| UBS Asset Management Americas Inc | 335,779 | $77.3M | 0.04% | +47,204+16.4% | Added |
| Sound Shore Management Inc | 346,243 | $79.7M | 3.00% | +98,156+39.6% | Added |
| Legal & General Group Plc | 352,944 | $81.2M | 0.03% | −21,307−5.7% | Reduced |
| Diamond Hill Capital Management Inc | 386,555 | $89.0M | 0.40% | −570,021−59.6% | Reduced |
| Price T Rowe Associates Inc | 395,401 | $91.0M | 0.01% | +44,959+12.8% | Added |
| Ensign Peak Advisors, Inc | 413,220 | $95.1M | 0.21% | +276,332+201.9% | Added |
| Standard Life Aberdeen plc | 434,710 | $100.0M | 0.27% | +22,562+5.5% | Added |
| Bank of New York Mellon Corp | 442,032 | $101.7M | 0.02% | −31,032−6.6% | Reduced |
| Voloridge Investment Management, LLC | 445,286 | $102.5M | 0.57% | +197,649+79.8% | Added |
| Ninety One UK Ltd | 458,396 | $105.5M | 0.34% | −19,610−4.1% | Reduced |
| CIBC Private Wealth Group, LLC | 499,392 | $109.3M | 0.37% | +54,625+12.3% | Added |
| Two Sigma Investments, LP | 485,620 | $111.8M | 0.36% | +485,620 | New |
| Fisher Asset Management, LLC | 497,132 | $114.4M | 0.08% | −4,484−0.9% | Reduced |
| Two Sigma Advisers, LP | 523,154 | $120.4M | 0.34% | +523,154 | New |
| Bank of America Corp | 524,878 | $120.8M | 0.02% | +16,987+3.3% | Added |
| Neuberger Berman Group LLC | 533,289 | $122.7M | 0.12% | +3,518+0.7% | Added |
| Massachusetts Financial Services Co | 539,416 | $124.1M | 0.04% | +315,150+140.5% | Added |
| Deutsche Bank AG | 605,680 | $139.4M | 0.08% | +162,487+36.7% | Added |
| Norges Bank | 613,190 | $141.1M | 0.03% | +30,439+5.2% | Added |
| Champlain Investment Partners, LLC | 614,253 | $141.4M | 0.91% | +248,837+68.1% | Added |
| APG Asset Management N.V. | 618,086 | $142.2M | 0.27% | +62,415+11.2% | Added |
| Alliancebernstein L.P. | 627,390 | $144.4M | 0.06% | −2,077−0.3% | Reduced |
| Northern Trust Corp | 696,079 | $160.2M | 0.03% | +78,138+12.6% | Added |
| D. E. Shaw & Co., Inc. | 709,633 | $163.3M | 0.28% | +638,541+898.2% | Added |
| Mirova US LLC | 718,972 | $165.5M | 3.32% | +637,446+781.9% | Added |
| Renaissance Technologies LLC | 719,930 | $165.7M | 0.23% | +554,900+336.2% | Added |
| Adage Capital Partners GP, L.L.C. | 746,202 | $171.7M | 0.41% | +216,280+40.8% | Added |
| Ameriprise Financial Inc | 873,540 | $201.0M | 0.07% | −140,679−13.9% | Reduced |
| Capital World Investors | 925,165 | $212.9M | 0.05% | −30.0% | Reduced |
| Harding Loevner LP | 1,186,039 | $273.0M | 1.57% | +132,439+12.6% | Added |
| Geode Capital Management, LLC | 1,251,764 | $287.6M | 0.04% | +43,282+3.6% | Added |
| Franklin Resources Inc | 1,500,073 | $345.2M | 0.18% | +1,001,387+200.8% | Added |
| Morgan Stanley | 1,540,231 | $354.5M | 0.04% | +337,708+28.1% | Added |
| Artisan Partners Limited Partnership | 1,624,103 | $373.8M | 0.66% | +210,959+14.9% | Added |
| Invesco Ltd. | 1,724,702 | $396.9M | 0.12% | +1,067,727+162.5% | Added |
| JPMorgan Chase & Co | 2,513,307 | $578.4M | 0.08% | −4,406−0.2% | Reduced |
| Alecta Pensionsforsakring, Omsesidigt | 2,633,100 | $605.6M | 3.58% | +225,000+9.3% | Added |
| State Street Corp | 3,082,695 | $709.5M | 0.04% | +4,918+0.2% | Added |
| BlackRock Inc. | 4,764,351 | $1.10B | 0.03% | +272,933+6.1% | Added |
| Vanguard Group Inc | 6,657,712 | $1.53B | 0.04% | +156,073+2.4% | Added |
| Gordian Capital Singapore Pte Ltd | 1 | – | – | 00.0% | Unchanged |
| American National Bank | 1 | – | – | +1 | New |
| Taikang Asset Management (Hong Kong) Co Ltd | 22,588 | – | – | +4,692+26.2% | Added |
| Hallmark Capital Management Inc | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Capital International Investors | 0 | $0 | 0.00% | −2,513,490−100.0% | Sold out |
| Capital Research Global Investors | 0 | $0 | 0.00% | −1,947,234−100.0% | Sold out |
| Axiom Investors LLC | 0 | $0 | 0.00% | −265,315−100.0% | Sold out |
| Boston Partners | 0 | $0 | 0.00% | −174,759−100.0% | Sold out |
| Rathbone Brothers plc | 0 | $0 | 0.00% | −160,145−100.0% | Sold out |
| Stephens Investment Management Group LLC | 0 | $0 | 0.00% | −125,425−100.0% | Sold out |
| Artemis Investment Management LLP | 0 | $0 | 0.00% | −121,709−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −78,022−100.0% | Sold out |
| Capital Group Private Client Services, Inc. | 0 | $0 | 0.00% | −61,206−100.0% | Sold out |
| Capital International Inc | 0 | $0 | 0.00% | −52,279−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −38,801−100.0% | Sold out |
| La Financiere de L'Echiquier | 0 | $0 | 0.00% | −35,200−100.0% | Sold out |
| Clearbridge Investments, LLC | 0 | $0 | 0.00% | −25,444−100.0% | Sold out |
| LGT Group Foundation | 0 | $0 | 0.00% | −21,983−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −21,724−100.0% | Sold out |
| Handelsinvest Investeringsforvaltning | 0 | $0 | 0.00% | −18,918−100.0% | Sold out |
| Capital International Ltd | 0 | $0 | 0.00% | −17,387−100.0% | Sold out |
| Polar Capital Holdings Plc | 0 | $0 | 0.00% | −13,126−100.0% | Sold out |
| Capital International Sarl | 0 | $0 | 0.00% | −11,682−100.0% | Sold out |
| Security National Bank | 0 | $0 | 0.00% | −10,445−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −10,024−100.0% | Sold out |
| BTC Capital Management, Inc. | 0 | $0 | 0.00% | −10,006−100.0% | Sold out |
| NBW Capital LLC | 0 | $0 | 0.00% | −8,120−100.0% | Sold out |
| Elk River Wealth Management, LLC | 0 | $0 | 0.00% | −7,039−100.0% | Sold out |
| Van Eck Associates Corp | 0 | $0 | 0.00% | −6,227−100.0% | Sold out |
| Kiwi Wealth Investments Limited Partnership | 0 | $0 | 0.00% | −5,228−100.0% | Sold out |
| EFG Asset Management (Americas) Corp. | 0 | $0 | 0.00% | −5,856−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −4,435−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −4,441−100.0% | Sold out |
| NewEdge Wealth, LLC | 0 | $0 | 0.00% | −4,219−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −4,179−100.0% | Sold out |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −4,105−100.0% | Sold out |
| Pallas Capital Advisors LLC | 0 | $0 | 0.00% | −6,140−100.0% | Sold out |
| KCM Investment Advisors LLC | 0 | $0 | 0.00% | −3,786−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −3,671−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −3,638−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −3,189−100.0% | Sold out |
| United Capital Financial Advisers, LLC | 0 | $0 | 0.00% | −3,057−100.0% | Sold out |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −2,900−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −2,898−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −2,814−100.0% | Sold out |
| Mizuho Markets Cayman LP | 0 | $0 | 0.00% | −2,792−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −2,460−100.0% | Sold out |
| Royal Harbor Partners, LLC | 0 | $0 | 0.00% | −2,377−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −2,300−100.0% | Sold out |
| Hohimer Wealth Management, LLC | 0 | $0 | 0.00% | −2,252−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −2,185−100.0% | Sold out |
| Community Capital Management, Inc. | 0 | $0 | 0.00% | −1,975−100.0% | Sold out |
| AIA Group Ltd | 0 | $0 | 0.00% | −1,795−100.0% | Sold out |
| Everence Capital Management Inc | 0 | $0 | 0.00% | −1,590−100.0% | Sold out |
| CFM Wealth Partners LLC | 0 | $0 | 0.00% | −1,426−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −1,405−100.0% | Sold out |
| Stephens Inc | 0 | $0 | 0.00% | −1,392−100.0% | Sold out |
| Segment Wealth Management, LLC | 0 | $0 | 0.00% | −1,367−100.0% | Sold out |