SVB Financial Group
SIVB2023/5/2 下市- 產業
- State Commercial Banks
- SEC CIK
- 0000719739
SVB Financial Group 已在 2023/5/2 下市；內部人最後一份 Form 4 在 2024/11/12 申報；2022 年第 4 季末有 645 家機構在 13F 申報持有，市值合計 $131.5 億；大師中只有Coatue持有。
2021 年第 2 季 13F 持有人
SVB Financial Group 在 2021/6/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 734
- 較 2021 年第 1 季 +26 家
- 持有股數
- 4,972 萬
- 較 2021 年第 1 季 +89.2 萬 (+1.8%)
- 總市值
- $276.2 億
- 較 2021 年第 1 季 +$35.7 億 (+14.9%)
- 新進機構
- 95
- 另有 259 家加碼
- 清倉機構
- 69
- 另有 273 家減碼
另有 6 家機構在 2021 年第 1 季持有、還沒有申報 2021 年第 2 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 SIVB 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 1 | $0 |
| 2026 年第 1 季 | 1 | $0 |
| 2025 年第 4 季 | 1 | $0 |
| 2025 年第 3 季 | 1 | $0 |
| 2025 年第 2 季 | 1 | $0 |
| 2025 年第 1 季 | 1 | $0 |
| 2024 年第 4 季 | 3 | $1.38 萬 |
| 2024 年第 3 季 | 6 | $24 |
| 2024 年第 2 季 | 10 | $514 |
| 2024 年第 1 季 | 10 | $1,124 |
| 2023 年第 4 季 | 15 | $7,143 |
| 2023 年第 3 季 | 17 | $1.53 萬 |
| 2023 年第 2 季 | 22 | $10.3 萬 |
| 2023 年第 1 季 | 87 | $60.0 萬 |
| 2022 年第 4 季 | 645 | $131.5 億 |
| 2022 年第 3 季 | 674 | $186.9 億 |
| 2022 年第 2 季 | 750 | $217.2 億 |
| 2022 年第 1 季 | 806 | $297.9 億 |
| 2021 年第 4 季 | 874 | $356.3 億 |
| 2021 年第 3 季 | 778 | $343.1 億 |
| 2021 年第 2 季 | 734 | $276.2 億 |
| 2021 年第 1 季 | 714 | $243.9 億 |
2021 年第 2 季持有機構
每家機構持有 SVB Financial Group 的股數、市值與佔組合比重；股數變化跟 2021 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Rehmann Capital Advisory Group | 1,849 | $102.9 萬 | 0.10% | −150−7.5% | 減碼 |
| Ninety One SA (PTY) Ltd | 1,836 | $102.7 萬 | 0.38% | +1,688+1,140.5% | 加碼 |
| Sunbelt Securities, Inc. | 1,827 | $102.6 萬 | 0.18% | +39+2.2% | 加碼 |
| JustInvest LLC | 1,841 | $102.4 萬 | 0.11% | +819+80.1% | 加碼 |
| Cigna Investments Inc | 1,777 | $98.9 萬 | 0.07% | −244−12.1% | 減碼 |
| Oppenheimer & Co Inc | 1,776 | $98.8 萬 | 0.02% | −32−1.8% | 減碼 |
| Mitchell McLeod Pugh & Williams Inc | 1,775 | $98.8 萬 | 0.38% | 00.0% | 不變 |
| Advisor Partners LLC | 1,765 | $98.2 萬 | 0.06% | −11−0.6% | 減碼 |
| Quantamental Technologies LLC | 1,749 | $97.3 萬 | 0.86% | +1,749 | 新進 |
| KCM Investment Advisors LLC | 1,746 | $97.2 萬 | 0.04% | +1,209+225.1% | 加碼 |
| Shilanski & Associates, Inc. | 1,695 | $94.3 萬 | 0.45% | +87+5.4% | 加碼 |
| Stephens Inc | 1,692 | $94.1 萬 | 0.01% | −290−14.6% | 減碼 |
| USA Financial Portformulas Corp | 1,680 | $93.5 萬 | 0.78% | −594−26.1% | 減碼 |
| Private Advisory Group LLC | 1,677 | $93.3 萬 | 0.24% | −33−1.9% | 減碼 |
| Norinchukin Bank, The | 1,654 | $92.0 萬 | 0.01% | +45+2.8% | 加碼 |
| Ramiah Investment Group | 1,637 | $91.1 萬 | 0.65% | −2,885−63.8% | 減碼 |
| SG Americas Securities, LLC | 1,611 | $89.6 萬 | 0.00% | −1,443−47.2% | 減碼 |
| Redpoint Investment Management Pty Ltd | 1,608 | $89.5 萬 | 0.07% | 00.0% | 不變 |
| Welch & Forbes LLC | 1,600 | $89.0 萬 | 0.02% | −180−10.1% | 減碼 |
| Ballentine Partners, LLC | 1,539 | $85.7 萬 | 0.03% | −46−2.9% | 減碼 |
| Lyell Wealth Management, LP | 1,540 | $85.7 萬 | 0.11% | +33+2.2% | 加碼 |
| Leverage Partners Absolute Return Fund SPC | 1,538 | $85.6 萬 | 0.59% | −22−1.4% | 減碼 |
| Harvest Investment Services, LLC | 1,540 | $85.6 萬 | 0.36% | +842+120.6% | 加碼 |
| Alpha Paradigm Partners, LLC | 1,535 | $85.4 萬 | 0.32% | −564−26.9% | 減碼 |
| IBM Retirement Fund | 1,530 | $85.1 萬 | 0.07% | −220−12.6% | 減碼 |
| Parallax Volatility Advisers, L.P. | 1,525 | $84.9 萬 | 0.01% | −512−25.1% | 減碼 |
| Taikang Asset Management (Hong Kong) Co Ltd | 1,523 | $84.7 萬 | 0.13% | +1,523 | 新進 |
| Bessemer Group Inc | 1,500 | $83.5 萬 | 0.00% | +95+6.8% | 加碼 |
| Scotia Capital Inc. | 1,462 | $81.3 萬 | 0.01% | −2,363−61.8% | 減碼 |
| Ci Investments Inc. | 1,443 | $80.3 萬 | 0.00% | −174−10.8% | 減碼 |
| Umb Bank N A | 1,443 | $80.3 萬 | 0.02% | +1,443 | 新進 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1,433 | $79.7 萬 | 0.08% | −52−3.5% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 1,414 | $78.7 萬 | 0.08% | −43−3.0% | 減碼 |
| Central Bank & Trust Co | 1,414 | $78.7 萬 | 0.13% | +357+33.8% | 加碼 |
| Atlas Capital Advisors LLC | 1,408 | $78.3 萬 | 0.13% | 00.0% | 不變 |
| S&CO Inc | 1,405 | $78.1 萬 | 0.06% | −575−29.0% | 減碼 |
| Horizon Investments, LLC | 1,398 | $77.8 萬 | 0.02% | −840−37.5% | 減碼 |
| Bridgefront Capital, LLC | 1,394 | $77.6 萬 | 0.29% | −114−7.6% | 減碼 |
| Diversified Trust Co | 1,395 | $77.6 萬 | 0.03% | 00.0% | 不變 |
| Boston Partners | 2,268 | $77.5 萬 | 0.00% | +222+10.9% | 加碼 |
| TrimTabs Asset Management, LLC | 1,339 | $75.6 萬 | 0.39% | −99−6.9% | 減碼 |
| M&T Bank Corp | 1,352 | $75.2 萬 | 0.00% | +68+5.3% | 加碼 |
| Wellington Shields Capital Management, LLC | 1,305 | $72.6 萬 | 0.09% | +430+49.1% | 加碼 |
| Veracity Capital LLC | 1,303 | $72.5 萬 | 0.17% | −213−14.1% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 1,284 | $71.4 萬 | 0.07% | −214−14.3% | 減碼 |
| Verition Fund Management LLC | 1,281 | $71.3 萬 | 0.01% | +466+57.2% | 加碼 |
| Moseley Investment Management Inc | 1,273 | $70.8 萬 | 0.35% | +75+6.3% | 加碼 |
| Apollon Wealth Management, LLC | 1,268 | $70.6 萬 | 0.13% | +1,268 | 新進 |
| Janney Capital Management LLC | 1,263 | $70.3 萬 | 0.04% | +6+0.5% | 加碼 |
| Advisory Services Network, LLC | 1,251 | $69.6 萬 | 0.02% | +493+65.0% | 加碼 |
| Marshall Financial Group LLC | 1,248 | $69.4 萬 | 0.37% | +1,248 | 新進 |
| Caisse de Depot Et Placement du Quebec | 1,245 | $69.3 萬 | 0.00% | −1,576−55.9% | 減碼 |
| Hanseatic Management Services Inc | 1,241 | $69.1 萬 | 1.30% | +34+2.8% | 加碼 |
| Walleye Trading LLC | 1,224 | $68.1 萬 | 0.02% | −6,800−84.7% | 減碼 |
| ETF Managers Group, LLC | 1,220 | $67.9 萬 | 0.01% | −896−42.3% | 減碼 |
| Quantinno Capital Management LP | 1,204 | $67.0 萬 | 0.76% | −109−8.3% | 減碼 |
| Bailard, Inc. | 1,200 | $66.8 萬 | 0.02% | −76−6.0% | 減碼 |
| Quadrature Capital Ltd | 1,200 | $66.8 萬 | 0.03% | +1,200 | 新進 |
| Virtu Financial LLC | 1,193 | $66.4 萬 | 0.06% | +1,193 | 新進 |
| Arjuna Capital | 1,189 | $66.2 萬 | 0.29% | +483+68.4% | 加碼 |
| Park Avenue Securities LLC | 1,187 | $66.0 萬 | 0.01% | +85+7.7% | 加碼 |
| Moody Aldrich Partners LLC | 1,183 | $65.8 萬 | 0.09% | −18−1.5% | 減碼 |
| StrongBox Wealth, LLC | 1,181 | $65.7 萬 | 0.38% | +1,181 | 新進 |
| First Mercantile Trust Co | 1,171 | $65.2 萬 | 0.08% | −445−27.5% | 減碼 |
| World Asset Management Inc | 1,171 | $65.2 萬 | 0.06% | −48−3.9% | 減碼 |
| NuWave Investment Management, LLC | 1,132 | $63.0 萬 | 0.70% | +398+54.2% | 加碼 |
| FDx Advisors, Inc. | 1,128 | $62.8 萬 | 0.02% | −12−1.1% | 減碼 |
| Regentatlantic Capital LLC | 1,127 | $62.7 萬 | 0.02% | +191+20.4% | 加碼 |
| Stevens Capital Management LP | 1,116 | $62.1 萬 | 0.18% | +1,116 | 新進 |
| HighPoint Advisor Group LLC | 1,110 | $61.8 萬 | 0.06% | +104+10.3% | 加碼 |
| AlphaCrest Capital Management LLC | 1,095 | $60.9 萬 | 0.03% | −39−3.4% | 減碼 |
| DuPont Capital Management Corp | 1,083 | $60.3 萬 | 0.01% | +223+25.9% | 加碼 |
| Perigon Wealth Management, LLC | 1,081 | $60.2 萬 | 0.05% | +9+0.8% | 加碼 |
| Avantax Advisory Services, Inc. | 1,062 | $59.4 萬 | 0.01% | +368+53.0% | 加碼 |
| EP Wealth Advisors, LLC | 1,062 | $59.1 萬 | 0.02% | −1−0.1% | 減碼 |
| Moors & Cabot, Inc. | 1,057 | $58.8 萬 | 0.04% | −170−13.9% | 減碼 |
| Corient Capital Partners, LLC | 1,057 | $58.8 萬 | 0.04% | +107+11.3% | 加碼 |
| PGGM Investments | 1,050 | $58.4 萬 | 0.00% | −565−35.0% | 減碼 |
| National Asset Management, Inc. | 1,050 | $58.4 萬 | 0.02% | −89−7.8% | 減碼 |
| MML Investors Services, LLC | 1,043 | $58.0 萬 | 0.00% | −19−1.8% | 減碼 |
| Chesley Taft & Associates LLC | 1,035 | $57.6 萬 | 0.03% | +295+39.9% | 加碼 |
| Alpha Cubed Investments, LLC | 1,014 | $56.4 萬 | 0.04% | 00.0% | 不變 |
| Seeyond | 1,013 | $56.3 萬 | 0.05% | −130−11.4% | 減碼 |
| Gateway Advisory, LLC | 1,004 | $55.9 萬 | 0.12% | +572+132.4% | 加碼 |
| PAX Financial Group, LLC | 1,002 | $55.8 萬 | 0.14% | +355+54.9% | 加碼 |
| First Heartland Consultants, Inc. | 976 | $54.3 萬 | 0.08% | −348−26.3% | 減碼 |
| Castleark Management LLC | 970 | $54.0 萬 | 0.02% | −210−17.8% | 減碼 |
| B. Riley Wealth Management, Inc. | 963 | $53.6 萬 | 0.06% | −679−41.4% | 減碼 |
| Centiva Capital, LP | 959 | $53.4 萬 | 0.04% | +11+1.2% | 加碼 |
| Nomura Holdings Inc | 959 | $53.4 萬 | 0.00% | +419+77.6% | 加碼 |
| Beacon Investment Advisory Services, Inc. | 957 | $53.3 萬 | 0.02% | −29−2.9% | 減碼 |
| Dynamic Technology Lab Private Ltd | 950 | $52.9 萬 | 0.05% | −1,661−63.6% | 減碼 |
| Summit Creek Advisors LLC | 951 | $52.9 萬 | 0.06% | −210−18.1% | 減碼 |
| Connacht Asset Management LP | 936 | $52.1 萬 | 0.46% | +936 | 新進 |
| Illinois Municipal Retirement Fund | 935 | $52.0 萬 | 0.02% | +257+37.9% | 加碼 |
| Flagship Harbor Advisors, LLC | 927 | $51.6 萬 | 0.06% | 00.0% | 不變 |
| William Blair Investment Management, LLC | 917 | $51.0 萬 | 0.00% | −49−5.1% | 減碼 |
| BTR Capital Management Inc | 910 | $50.6 萬 | 0.06% | +910 | 新進 |
| Gateway Investment Advisers LLC | 904 | $50.3 萬 | 0.01% | −47−4.9% | 減碼 |
| Bartlett & Co. Wealth Management LLC | 903 | $50.2 萬 | 0.01% | 00.0% | 不變 |