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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
Independent Advisor Alliance0$00.00%−1,274−100.0%Sold out
Moors & Cabot, Inc.0$00.00%−1,249−100.0%Sold out
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main0$00.00%−1,206−100.0%Sold out
Los Angeles Capital Management LLC0$00.00%−1,128−100.0%Sold out
Walled Lake Planning & Wealth Management, LLC0$00.00%−1,112−100.0%Sold out
Mirador Capital Partners LP0$00.00%−1,046−100.0%Sold out
Raymond James Trust N.A.0$00.00%−980−100.0%Sold out
Moseley Investment Management Inc0$00.00%−959−100.0%Sold out
O'Shaughnessy Asset Management, LLC0$00.00%−932−100.0%Sold out
Sompo Asset Management Co., Ltd.0$00.00%−920−100.0%Sold out
Janney Capital Management LLC0$00.00%−906−100.0%Sold out
JT Stratford LLC0$00.00%−895−100.0%Sold out
Avantax Advisory Services, Inc.0$00.00%−883−100.0%Sold out
Integrated Advisors Network LLC0$00.00%−866−100.0%Sold out
Mayflower Financial Advisors, LLC0$00.00%−834−100.0%Sold out
Cresset Asset Management, LLC0$00.00%−826−100.0%Sold out
RMR Wealth Builders0$00.00%−814−100.0%Sold out
We Are One Seven, LLC0$00.00%−787−100.0%Sold out
Dakota Wealth Management0$00.00%−754−100.0%Sold out
united american securities inc. (d/b/a uas asset management)0$00.00%−750−100.0%Sold out
Aureus Asset Management, LLC0$00.00%−750−100.0%Sold out
GM Advisory Group, Inc.0$00.00%−750−100.0%Sold out
Forum Financial Management, LP0$00.00%−741−100.0%Sold out
Cigna Investments Inc0$00.00%−728−100.0%Sold out
Meeder Asset Management Inc0$00.00%−707−100.0%Sold out
WMG Financial Advisors, LLC0$00.00%−683−100.0%Sold out
World Equity Group, Inc.0$00.00%−678−100.0%Sold out
Douglass Winthrop Advisors, LLC0$00.00%−677−100.0%Sold out
Vista Capital Partners, Inc.0$00.00%−672−100.0%Sold out
Trust Asset Management LLC0$00.00%−671−100.0%Sold out
Johnson Investment Counsel Inc0$00.00%−658−100.0%Sold out
Machina Capital S.A.S.0$00.00%−654−100.0%Sold out
Mirova0$00.00%−652−100.0%Sold out
Oppenheimer & Co Inc0$00.00%−636−100.0%Sold out
Single Point Partners, LLC0$00.00%−1,829−100.0%Sold out
Siemens Fonds Invest GmbH0$00.00%−608−100.0%Sold out
Meiji Yasuda Asset Management Co Ltd.0$00.00%−606−100.0%Sold out
Heartland Bank & Trust Co0$00.00%−606−100.0%Sold out
Platform Technology Partners0$00.00%−600−100.0%Sold out
YorkBridge Wealth Partners, LLC0$00.00%−596−100.0%Sold out
Itau Unibanco Holding S.A.0$00.00%−534−100.0%Sold out
Wagner Wealth Management, LLC0$00.00%−400−100.0%Sold out
TD Waterhouse Canada Inc.0$00.00%−204−100.0%Sold out
MUFG Americas Holdings Corp0$00.00%−220−100.0%Sold out
Standard Family Office LLC0$00.00%−203−100.0%Sold out
Advanced Research Investment Solutions, LLC0$00.00%−183−100.0%Sold out
Point72 Hong Kong Ltd0$00.00%−63−100.0%Sold out
HHM Wealth Advisors, LLC0$00.00%−58−100.0%Sold out
Carolinas Wealth Consulting LLC0$00.00%−50−100.0%Sold out
High Net Worth Advisory Group LLC0$00.00%−50−100.0%Sold out
Caldwell Trust Co0$00.00%−45−100.0%Sold out
Islay Capital Management, LLC0$00.00%−40−100.0%Sold out
Paragon Wealth Strategies, LLC0$00.00%−33−100.0%Sold out
Evoke Wealth, LLC0$00.00%−29−100.0%Sold out
Evermay Wealth Management LLC0$00.00%−22−100.0%Sold out
CVA Family Office, LLC0$00.00%−20−100.0%Sold out
Gradient Investments LLC0$00.00%−17−100.0%Sold out
Pflug Koory, LLC0$00.00%−17−100.0%Sold out
O'Dell Group, LLC0$00.00%−15−100.0%Sold out
Bellevue Asset Management, LLC0$00.00%−13−100.0%Sold out
Pittenger & Anderson Inc0$00.00%−13−100.0%Sold out
Atticus Wealth Management, LLC0$00.00%−10−100.0%Sold out
Vigilant Capital Management, LLC0$00.00%−5−100.0%Sold out
Newbridge Financial Services Group, Inc.0$00.00%−6−100.0%Sold out
Howe & Rusling Inc0$00.00%−2−100.0%Sold out
Ranger Investment Management, L.P.0$00.00%−4−100.0%Sold out
Financial Enhancement Group LLC0$00.00%−3−100.0%Sold out
Moisand Fitzgerald Tamayo, LLC0$00.00%−2−100.0%Sold out
Archer Investment Corp0$00.00%−2−100.0%Sold out
Asset Dedication, LLC0$00.00%−1−100.0%Sold out
Harvest Group Wealth Management, LLC0$00.00%−2−100.0%Sold out
Eaton Vance Management––––Not filed
Beaumont Financial Partners, LLC––––Not filed
Eidelman Virant Capital––––Not filed
Keebeck Alpha, LP––––Not filed
Regentatlantic Capital LLC––––Not filed
Corient Capital Partners, LLC––––Not filed
Redpoint Investment Management Pty Ltd––––Not filed
BTR Capital Management Inc––––Not filed
55I, LLC––––Not filed
Wipfli Financial Advisors LLC,––––Not filed
American Portfolios Advisors––––Not filed
Covington Capital Management––––Not filed
NuWave Investment Management, LLC––––Not filed
Monolith Advisors––––Not filed
USA Financial Portformulas Corp––––Not filed