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Livermore
Livermore
ZHEN

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
TCI Wealth Advisors, Inc.10$2.30K0.00%−65−86.7%Reduced
Core Alternative Capital10$2.30K0.00%−8−44.4%Reduced
DT Investment Partners, LLC10$2.30K0.00%00.0%Unchanged
Sittner & Nelson, LLC10$2.30K0.00%00.0%Unchanged
Schubert & Co9$2.07K0.00%−3−25.0%Reduced
Armstrong Advisory Group, Inc9$2.07K0.00%+9New
Thompson Siegel & Walmsley LLC10$2.00K0.00%00.0%Unchanged
Ancora Advisors, LLC10$2.00K0.00%00.0%Unchanged
SJS Investment Consulting Inc.7$1.61K0.00%+4+133.3%Added
Concord Wealth Partners7$1.61K0.00%+7New
Silicon Valley Capital Partners6$1.42K0.00%−839−99.3%Reduced
MCF Advisors LLC6$1.38K0.00%00.0%Unchanged
Disciplined Investments, LLC6$1.38K0.00%+2+50.0%Added
U.S. Capital Wealth Advisors, LLC6$1.38K0.00%+6New
Proequities, Inc.6$1.38K0.00%+5+500.0%Added
SRS Capital Advisors, Inc.5$1.15K0.00%+5New
Hexagon Capital Partners LLC5$1.15K0.00%+5New
Fiduciary Alliance LLC5$1.15K0.00%+5New
Trifecta Capital Advisors, LLC5$1.15K0.00%+5New
Accurate Wealth Management, LLC4$1.01K0.00%+4New
TD Ameritrade Investment Management, LLC4$1.00K0.00%−7−63.6%Reduced
Baystate Wealth Management LLC4$1.00K0.00%00.0%Unchanged
Jones Financial Companies LLLP4$1.00K0.00%+4New
Versant Capital Management, Inc4$9210.00%00.0%Unchanged
Montag A & Associates Inc4$9210.00%+4New
Colonial Trust Advisors4$9210.00%+4New
EWG Elevate Inc.4$9210.00%+4New
My Personal CFO, LLC4$9210.00%+4New
Blue Bell Private Wealth Management, LLC3$6900.00%00.0%Unchanged
BerganKDV Wealth Management, LLC3$6900.00%00.0%Unchanged
Sandy Spring Bank3$6900.00%+3New
Cary Street Partner Investment Advisory LLC3$6900.00%+3New
Private Ocean, LLC2$4610.00%+2New
Kayne Anderson Rudnick Investment Management LLC2$4600.00%00.0%Unchanged
Addison Advisors LLC2$4600.00%00.0%Unchanged
New Millennium Group LLC2$4600.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC2$4600.00%+1+100.0%Added
Plante Moran Financial Advisors, LLC1$2300.00%+1New
Wolff Wiese Magana LLC1$2300.00%+1New
Lazard Asset Management LLC4$00.00%+4New
McClarren Financial Advisors, Inc.1$00.00%+1New
Steward Financial Group LLC3$00.00%+3New
Gordian Capital Singapore Pte Ltd1––00.0%Unchanged
American National Bank1––+1New
Taikang Asset Management (Hong Kong) Co Ltd22,588––+4,692+26.2%Added
Hallmark Capital Management Inc0$00.00%−2−100.0%Sold out
Capital International Investors0$00.00%−2,513,490−100.0%Sold out
Capital Research Global Investors0$00.00%−1,947,234−100.0%Sold out
Axiom Investors LLC0$00.00%−265,315−100.0%Sold out
Boston Partners0$00.00%−174,759−100.0%Sold out
Rathbone Brothers plc0$00.00%−160,145−100.0%Sold out
Stephens Investment Management Group LLC0$00.00%−125,425−100.0%Sold out
Artemis Investment Management LLP0$00.00%−121,709−100.0%Sold out
Quadrature Capital Ltd0$00.00%−78,022−100.0%Sold out
Capital Group Private Client Services, Inc.0$00.00%−61,206−100.0%Sold out
Capital International Inc0$00.00%−52,279−100.0%Sold out
Cubist Systematic Strategies, LLC0$00.00%−38,801−100.0%Sold out
La Financiere de L'Echiquier0$00.00%−35,200−100.0%Sold out
Clearbridge Investments, LLC0$00.00%−25,444−100.0%Sold out
LGT Group Foundation0$00.00%−21,983−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−21,724−100.0%Sold out
Handelsinvest Investeringsforvaltning0$00.00%−18,918−100.0%Sold out
Capital International Ltd0$00.00%−17,387−100.0%Sold out
Polar Capital Holdings Plc0$00.00%−13,126−100.0%Sold out
Capital International Sarl0$00.00%−11,682−100.0%Sold out
Security National Bank0$00.00%−10,445−100.0%Sold out
Mirae Asset Global Investments Co., Ltd.0$00.00%−10,024−100.0%Sold out
BTC Capital Management, Inc.0$00.00%−10,006−100.0%Sold out
NBW Capital LLC0$00.00%−8,120−100.0%Sold out
Elk River Wealth Management, LLC0$00.00%−7,039−100.0%Sold out
Van Eck Associates Corp0$00.00%−6,227−100.0%Sold out
Kiwi Wealth Investments Limited Partnership0$00.00%−5,228−100.0%Sold out
EFG Asset Management (Americas) Corp.0$00.00%−5,856−100.0%Sold out
Wolverine Trading, LLC0$00.00%−4,435−100.0%Sold out
SG Americas Securities, LLC0$00.00%−4,441−100.0%Sold out
NewEdge Wealth, LLC0$00.00%−4,219−100.0%Sold out
Versor Investments LP0$00.00%−4,179−100.0%Sold out
Lombard Odier Asset Management (Switzerland) SA0$00.00%−4,105−100.0%Sold out
Pallas Capital Advisors LLC0$00.00%−6,140−100.0%Sold out
KCM Investment Advisors LLC0$00.00%−3,786−100.0%Sold out
Simplex Trading, LLC0$00.00%−3,671−100.0%Sold out
Natixis0$00.00%−3,638−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−3,189−100.0%Sold out
United Capital Financial Advisers, LLC0$00.00%−3,057−100.0%Sold out
Grantham, Mayo, Van Otterloo & Co. LLC0$00.00%−2,900−100.0%Sold out
Capstone Investment Advisors, LLC0$00.00%−2,898−100.0%Sold out
AlphaCrest Capital Management LLC0$00.00%−2,814−100.0%Sold out
Mizuho Markets Cayman LP0$00.00%−2,792−100.0%Sold out
Capula Management Ltd0$00.00%−2,460−100.0%Sold out
Royal Harbor Partners, LLC0$00.00%−2,377−100.0%Sold out
Point72 Asset Management, L.P.0$00.00%−2,300−100.0%Sold out
Hohimer Wealth Management, LLC0$00.00%−2,252−100.0%Sold out
Duality Advisers, LP0$00.00%−2,185−100.0%Sold out
Community Capital Management, Inc.0$00.00%−1,975−100.0%Sold out
AIA Group Ltd0$00.00%−1,795−100.0%Sold out
Everence Capital Management Inc0$00.00%−1,590−100.0%Sold out
CFM Wealth Partners LLC0$00.00%−1,426−100.0%Sold out
Seven Eight Capital, LP0$00.00%−1,405−100.0%Sold out
Stephens Inc0$00.00%−1,392−100.0%Sold out
Segment Wealth Management, LLC0$00.00%−1,367−100.0%Sold out