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 |
|---|---|---|---|---|---|
| Seeyond | 452 | $104.0K | 0.01% | +1+0.2% | Added |
| Steward Partners Investment Advisory, LLC | 437 | $100.6K | 0.00% | −83−16.0% | Reduced |
| Liberty One Investment Management, LLC | 434 | $99.9K | 0.01% | +25+6.1% | Added |
| Sentry Investment Management LLC | 396 | $91.0K | 0.04% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 385 | $88.6K | 0.00% | +281+270.2% | Added |
| Central Bank & Trust Co | 381 | $87.7K | 0.02% | −10−2.6% | Reduced |
| Clearstead Advisors, LLC | 368 | $84.7K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 364 | $83.8K | 0.00% | +161+79.3% | Added |
| Emerald Mutual Fund Advisers Trust | 360 | $82.8K | 0.01% | −10,736−96.8% | Reduced |
| Leonteq Securities AG | 352 | $81.0K | 0.00% | +252+252.0% | Added |
| North Star Investment Management Corp. | 350 | $80.5K | 0.01% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 350 | $80.5K | 0.07% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 331 | $76.0K | 0.00% | +4+1.2% | Added |
| TCTC Holdings, LLC | 312 | $71.8K | 0.00% | +212+212.0% | Added |
| Exos TFP Holdings LLC | 302 | $69.5K | 0.02% | +25+9.0% | Added |
| Penserra Capital Management LLC | 302 | $69.0K | 0.00% | +21+7.5% | Added |
| Belpointe Asset Management LLC | 298 | $68.6K | 0.00% | +298 | New |
| Lindbrook Capital, LLC | 284 | $65.4K | 0.01% | +132+86.8% | Added |
| Grove Bank & Trust | 280 | $64.0K | 0.01% | +280 | New |
| Comerica Securities,inc. | 273 | $62.8K | 0.00% | −2,026−88.1% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 268 | $61.0K | 0.09% | −62−18.8% | Reduced |
| Riverview Trust Co | 255 | $59.0K | 0.06% | +126+97.7% | Added |
| Covestor Ltd | 251 | $58.0K | 0.05% | +12+5.0% | Added |
| Key Financial Inc | 159 | $53.4K | 0.03% | 00.0% | Unchanged |
| Alta Advisers Ltd | 200 | $46.0K | 0.03% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 201 | $46.0K | 0.01% | 00.0% | Unchanged |
| Pier 88 Investment Partners LLC | 185 | $42.6K | 0.01% | −1,490−89.0% | Reduced |
| Romano Brothers and Company | 178 | $41.0K | 0.01% | +178 | New |
| Harvest Fund Management Co., Ltd | 178 | $39.0K | 0.01% | +178 | New |
| Endurance Wealth Management, Inc. | 165 | $38.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 164 | $37.7K | 0.01% | +16+10.8% | Added |
| EverSource Wealth Advisors, LLC | 157 | $36.1K | 0.01% | +104+196.2% | Added |
| General Partner, Inc. | 151 | $34.8K | 0.03% | +151 | New |
| Worth Asset Management, LLC | 150 | $34.5K | 0.02% | +150 | New |
| Valley National Advisers Inc | 128 | $32.0K | 0.01% | +26+25.5% | Added |
| Ulland Investment Advisors, LLC | 134 | $31.0K | 0.04% | −20−13.0% | Reduced |
| CKW Financial Group | 132 | $30.0K | 0.01% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 126 | $29.0K | 0.02% | 00.0% | Unchanged |
| Glassman Wealth Services | 126 | $29.0K | 0.01% | +64+103.2% | Added |
| Massmutual Trust Co FSB | 120 | $28.0K | 0.00% | +100+500.0% | Added |
| Central Trust Co | 119 | $27.4K | 0.00% | −490−80.5% | Reduced |
| Private Trust Co NA | 119 | $27.0K | 0.00% | +13+12.3% | Added |
| MV Capital Management, Inc. | 113 | $26.0K | 0.00% | +71+169.0% | Added |
| Ronald Blue Trust, Inc. | 79 | $26.0K | 0.00% | +56+243.5% | Added |
| Spire Wealth Management | 109 | $25.0K | 0.00% | −39−26.4% | Reduced |
| Umb Bank N A | 110 | $25.0K | 0.00% | −3−2.7% | Reduced |
| Harbour Investments, Inc. | 106 | $24.4K | 0.00% | +2+1.9% | Added |
| Edmond de Rothschild Holding S.A. | 103 | $23.7K | 0.00% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 101 | $23.2K | 0.00% | −100−49.8% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 101 | $23.2K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 100 | $23.0K | 0.00% | −24−19.4% | Reduced |
| JCSD Capital, LLC | 100 | $23.0K | 0.03% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 100 | $23.0K | 0.03% | +100 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $23.0K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 101 | $23.0K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 96 | $22.1K | 0.01% | +3+3.2% | Added |
| Assetmark, Inc | 91 | $20.9K | 0.00% | +24+35.8% | Added |
| IFP Advisors, Inc | 96 | $20.0K | 0.00% | −21−17.9% | Reduced |
| Park Place Capital Corp | 89 | $20.0K | 0.01% | +89 | New |
| Elequin Capital LP | 72 | $16.6K | 0.00% | +72 | New |
| First Horizon Advisors, Inc. | 70 | $16.1K | 0.00% | −4−5.4% | Reduced |
| Financial Connections Group, Inc. | 66 | $15.0K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 59 | $14.0K | 0.00% | −15−20.3% | Reduced |
| Trustcore Financial Services, LLC | 60 | $13.8K | 0.00% | −101−62.7% | Reduced |
| Larson Financial Group LLC | 57 | $13.1K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 56 | $12.9K | 0.00% | +34+154.5% | Added |
| Crewe Advisors LLC | 52 | $12.0K | 0.00% | −8−13.3% | Reduced |
| ICA Group Wealth Management, LLC | 52 | $12.0K | 0.00% | +52 | New |
| Geneos Wealth Management Inc. | 50 | $11.5K | 0.00% | −10−16.7% | Reduced |
| Madden Securities Corp | 50 | $11.5K | 0.01% | +50 | New |
| Quent Capital, LLC | 49 | $11.3K | 0.00% | −122−71.3% | Reduced |
| Knott David M Jr | 48 | $11.0K | 0.00% | +8+20.0% | Added |
| Seldon Capital LP | 42 | $9.67K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 40 | $9.21K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 38 | $8.92K | 0.00% | 00.0% | Unchanged |
| MinichMacGregor Wealth Management, LLC | 38 | $8.74K | 0.00% | +38 | New |
| Farmers & Merchants Investments Inc | 37 | $8.52K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 35 | $8.00K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 33 | $7.59K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 31 | $7.13K | 0.00% | +15+93.8% | Added |
| Sierra Capital LLC | 29 | $7.00K | 0.00% | −1−3.3% | Reduced |
| KB Financial Partners, LLC | 25 | $6.00K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 26 | $5.98K | 0.00% | +13+100.0% | Added |
| Arlington Partners LLC | 22 | $5.06K | 0.00% | −42−65.6% | Reduced |
| Rise Advisors, LLC | 22 | $5.06K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 21 | $5.00K | 0.00% | −10,346−99.8% | Reduced |
| Capital Advisors, Ltd. LLC | 70 | $5.00K | 0.00% | +67+2,233.3% | Added |
| Earnest Partners LLC | 21 | $4.83K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 18 | $4.14K | 0.00% | +18 | New |
| James Investment Research Inc | 18 | $4.00K | 0.00% | −5,331−99.7% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 17 | $3.91K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 16 | $3.68K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 16 | $3.68K | 0.00% | +11+220.0% | Added |
| Beacon Capital Management, LLC | 16 | $3.68K | 0.00% | +16 | New |
| Front Row Advisors LLC | 14 | $3.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 13 | $2.99K | 0.00% | −13−50.0% | Reduced |
| McIlrath & Eck, LLC | 12 | $2.76K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 12 | $2.76K | 0.00% | −2−14.3% | Reduced |
| Davidson Capital Management Inc. | 11 | $2.53K | 0.00% | +4+57.1% | Added |
| Red Tortoise LLC | 11 | $2.53K | 0.00% | +11 | New |