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 4 季 13F 持有人
SVB Financial Group 在 2021/12/31 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
- 874
- 較 2021 年第 3 季 +107 家
- 持有股數
- 5,262 萬
- 較 2021 年第 3 季 −45.7 萬 (−0.9%)
- 總市值
- $356.3 億
- 較 2021 年第 3 季 +$13.4 億 (+3.9%)
- 新進機構
- 161
- 另有 310 家加碼
- 清倉機構
- 54
- 另有 283 家減碼
另有 11 家機構在 2021 年第 3 季持有、還沒有申報 2021 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Marshall Wace, LLP | 836 | $56.6 萬 | 0.00% | +836 | 新進 |
| We Are One Seven, LLC | 837 | $56.8 萬 | 0.06% | +86+11.5% | 加碼 |
| BSW Wealth Partners | 844 | $57.2 萬 | 0.14% | +80+10.5% | 加碼 |
| Great Diamond Partners, LLC | 847 | $57.4 萬 | 0.15% | +19+2.3% | 加碼 |
| Veracity Capital LLC | 848 | $57.5 萬 | 0.23% | −363−30.0% | 減碼 |
| Fractal Investments LLC | 851 | $57.7 萬 | 0.20% | +851 | 新進 |
| Quadrature Capital Ltd | 852 | $57.8 萬 | 0.03% | +852 | 新進 |
| Gateway Investment Advisers LLC | 857 | $58.1 萬 | 0.01% | −52−5.7% | 減碼 |
| Prudent Man Advisors, LLC | 859 | $58.3 萬 | 0.22% | −29−3.3% | 減碼 |
| Fieldpoint Private Securities, LLC | 867 | $58.8 萬 | 0.12% | +266+44.3% | 加碼 |
| Mayflower Financial Advisors, LLC | 875 | $59.3 萬 | 0.08% | +37+4.4% | 加碼 |
| Lido Advisors, LLC | 875 | $59.3 萬 | 0.01% | +483+123.2% | 加碼 |
| WESPAC Advisors, LLC | 880 | $59.7 萬 | 0.40% | −484−35.5% | 減碼 |
| Bartlett & Co. LLC | 885 | $60.0 萬 | 0.01% | −15−1.7% | 減碼 |
| Bartlett & Co. Wealth Management LLC | 885 | $60.0 萬 | 0.01% | −15−1.7% | 減碼 |
| Nations Financial Group Inc, | 892 | $60.5 萬 | 0.08% | +187+26.5% | 加碼 |
| Beacon Pointe Advisors, LLC | 897 | $60.8 萬 | 0.02% | −50−5.3% | 減碼 |
| SevenOneSeven Capital Management | 896 | $60.8 萬 | 1.20% | +187+26.4% | 加碼 |
| Pensionfund DSM Netherlands | 900 | $61.0 萬 | 0.07% | 00.0% | 不變 |
| National Bank of Canada | 899 | $61.0 萬 | 0.00% | +899 | 新進 |
| BTR Capital Management Inc | 902 | $61.2 萬 | 0.07% | −7−0.8% | 減碼 |
| Savant Capital, LLC | 903 | $61.2 萬 | 0.02% | +17+1.9% | 加碼 |
| Michael B. Yongue | 912 | $61.9 萬 | 0.41% | 00.0% | 不變 |
| Gateway Advisory, LLC | 919 | $62.3 萬 | 0.13% | −103−10.1% | 減碼 |
| Harvest Investment Services, LLC | 924 | $62.6 萬 | 0.26% | +382+70.5% | 加碼 |
| IndexIQ Advisors LLC | 936 | $63.5 萬 | 0.02% | −36−3.7% | 減碼 |
| Coldstream Capital Management Inc | 936 | $63.5 萬 | 0.02% | +936 | 新進 |
| IBM Retirement Fund | 942 | $63.9 萬 | 0.08% | −609−39.3% | 減碼 |
| Beacon Investment Advisory Services, Inc. | 943 | $64.0 萬 | 0.02% | +31+3.4% | 加碼 |
| Johnson Investment Counsel Inc | 953 | $64.6 萬 | 0.01% | −23−2.4% | 減碼 |
| Flagship Harbor Advisors, LLC | 964 | $65.4 萬 | 0.06% | +37+4.0% | 加碼 |
| AIA Group Ltd | 979 | $66.4 萬 | 0.03% | +326+49.9% | 加碼 |
| American Trust | 979 | $66.4 萬 | 0.05% | +979 | 新進 |
| Apollon Wealth Management, LLC | 985 | $66.8 萬 | 0.05% | −247−20.0% | 減碼 |
| Alpha Cubed Investments, LLC | 1,014 | $68.8 萬 | 0.05% | 00.0% | 不變 |
| WMG Financial Advisors, LLC | 1,014 | $69.0 萬 | 0.54% | +1,014 | 新進 |
| Vident Investment Advisory, LLC | 1,021 | $69.3 萬 | 0.02% | −60−5.6% | 減碼 |
| Signaturefd, LLC | 1,037 | $70.3 萬 | 0.02% | +181+21.1% | 加碼 |
| Kestra Advisory Services, LLC | 1,038 | $70.4 萬 | 0.01% | +190+22.4% | 加碼 |
| National Asset Management, Inc. | 1,060 | $72.0 萬 | 0.02% | +58+5.8% | 加碼 |
| Mather Group, LLC. | 1,061 | $72.0 萬 | 0.01% | +491+86.1% | 加碼 |
| BIT Capital GmbH | 1,069 | $72.5 萬 | 0.06% | −1,563−59.4% | 減碼 |
| Sawtooth Solutions, LLC | 1,076 | $73.0 萬 | 0.08% | +566+111.0% | 加碼 |
| Berkshire Bank | 1,085 | $73.6 萬 | 0.16% | +253+30.4% | 加碼 |
| FDx Advisors, Inc. | 1,086 | $73.7 萬 | 0.02% | −29−2.6% | 減碼 |
| Stratos Wealth Partners, LTD. | 1,088 | $73.8 萬 | 0.02% | +119+12.3% | 加碼 |
| Bailard, Inc. | 1,094 | $74.2 萬 | 0.02% | −164−13.0% | 減碼 |
| Corient Capital Partners, LLC | 1,101 | $74.7 萬 | 0.05% | +14+1.3% | 加碼 |
| S&CO Inc | 1,107 | $75.0 萬 | 0.05% | −298−21.2% | 減碼 |
| Galvin, Gaustad & Stein, LLC | 1,125 | $76.3 萬 | 0.07% | +50+4.7% | 加碼 |
| CWA Asset Management Group, LLC | 1,136 | $77.0 萬 | 0.06% | −7,139−86.3% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 1,135 | $77.0 萬 | 0.04% | +162+16.6% | 加碼 |
| William Blair Investment Management, LLC | 1,137 | $77.1 萬 | 0.00% | +120+11.8% | 加碼 |
| EP Wealth Advisors, LLC | 1,140 | $77.3 萬 | 0.02% | +74+6.9% | 加碼 |
| Moody Aldrich Partners LLC | 1,166 | $79.1 萬 | 0.11% | −16−1.4% | 減碼 |
| Eidelman Virant Capital | 1,175 | $79.7 萬 | 0.29% | −5−0.4% | 減碼 |
| Tudor Investment Corp Et Al | 1,187 | $80.5 萬 | 0.02% | +461+63.5% | 加碼 |
| PAX Financial Group, LLC | 1,198 | $81.3 萬 | 0.18% | −29−2.4% | 減碼 |
| Illinois Municipal Retirement Fund | 1,199 | $81.3 萬 | 0.02% | 00.0% | 不變 |
| Alpha Paradigm Partners, LLC | 1,206 | $81.8 萬 | 0.33% | −82−6.4% | 減碼 |
| Barometer Capital Management Inc. | 1,213 | $82.3 萬 | 0.14% | −6,411−84.1% | 減碼 |
| Leonteq Securities AG | 1,215 | $82.4 萬 | 0.04% | +1,015+507.5% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 1,234 | $83.7 萬 | 0.07% | +75+6.5% | 加碼 |
| Quantitative Investment Management, LLC | 1,236 | $83.8 萬 | 0.12% | −4,589−78.8% | 減碼 |
| Moors & Cabot, Inc. | 1,239 | $84.0 萬 | 0.05% | 00.0% | 不變 |
| Snowden Capital Advisors LLC | 1,248 | $84.6 萬 | 0.04% | −431−25.7% | 減碼 |
| Scholtz & Company, LLC | 1,251 | $84.8 萬 | 0.27% | +1,251 | 新進 |
| Ramiah Investment Group | 1,255 | $85.1 萬 | 0.57% | −265−17.4% | 減碼 |
| Boston Partners | 1,489 | $85.5 萬 | 0.00% | −222−13.0% | 減碼 |
| Perigon Wealth Management, LLC | 1,274 | $86.4 萬 | 0.06% | +232+22.3% | 加碼 |
| Diversified Trust Co | 1,283 | $87.0 萬 | 0.03% | −112−8.0% | 減碼 |
| Moseley Investment Management Inc | 1,284 | $87.1 萬 | 0.40% | +1+0.1% | 加碼 |
| GWM Advisors LLC | 1,294 | $87.7 萬 | 0.01% | +1,294 | 新進 |
| Cigna Investments Inc | 1,319 | $89.5 萬 | 0.07% | −525−28.5% | 減碼 |
| Arjuna Capital | 1,321 | $89.6 萬 | 0.33% | +297+29.0% | 加碼 |
| Horizon Investments, LLC | 1,324 | $89.8 萬 | 0.03% | +172+14.9% | 加碼 |
| Harbour Capital Advisors, LLC | 1,342 | $91.0 萬 | 0.22% | +50+3.9% | 加碼 |
| Marshall Financial Group LLC | 1,345 | $91.2 萬 | 0.34% | −22−1.6% | 減碼 |
| ETF Managers Group, LLC | 1,379 | $93.7 萬 | 0.02% | +63+4.8% | 加碼 |
| Altman Advisors, Inc. | 1,611 | $93.7 萬 | 0.57% | +1,611 | 新進 |
| Hanseatic Management Services Inc | 1,386 | $94.0 萬 | 1.53% | +30+2.2% | 加碼 |
| M&T Bank Corp | 1,388 | $94.1 萬 | 0.00% | +36+2.7% | 加碼 |
| IPG Investment Advisors LLC | 1,400 | $95.0 萬 | 0.17% | 00.0% | 不變 |
| Ballentine Partners, LLC | 1,422 | $96.5 萬 | 0.03% | −84−5.6% | 減碼 |
| AlphaCrest Capital Management LLC | 1,428 | $96.9 萬 | 0.04% | +581+68.6% | 加碼 |
| USA Financial Portformulas Corp | 1,433 | $97.2 萬 | 0.83% | +1,432+143,200.0% | 加碼 |
| Atlas Capital Advisors LLC | 1,435 | $97.3 萬 | 0.15% | +27+1.9% | 加碼 |
| Vontobel Holding Ltd. | 1,444 | $98.1 萬 | 0.01% | −116−7.4% | 減碼 |
| Sunbelt Securities, Inc. | 1,553 | $98.7 萬 | 0.16% | −274−15.0% | 減碼 |
| Central Bank & Trust Co | 1,460 | $99.0 萬 | 0.15% | 00.0% | 不變 |
| Systematic Alpha Investments, LLC | 1,470 | $99.7 萬 | 0.05% | 00.0% | 不變 |
| StrongBox Wealth, LLC | 1,505 | $102.1 萬 | 0.51% | +160+11.9% | 加碼 |
| Lyell Wealth Management, LP | 1,518 | $103.0 萬 | 0.12% | −16−1.0% | 減碼 |
| Redpoint Investment Management Pty Ltd | 1,535 | $104.1 萬 | 0.08% | 00.0% | 不變 |
| Avantax Advisory Services, Inc. | 1,556 | $105.5 萬 | 0.02% | +117+8.1% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 1,565 | $106.1 萬 | 0.10% | +77+5.2% | 加碼 |
| TrimTabs Asset Management, LLC | 1,582 | $107.2 萬 | 0.53% | −208−11.6% | 減碼 |
| Park Avenue Securities LLC | 1,584 | $107.4 萬 | 0.02% | +291+22.5% | 加碼 |
| Welch & Forbes LLC | 1,600 | $108.5 萬 | 0.02% | 00.0% | 不變 |
| Regentatlantic Capital LLC | 1,605 | $108.9 萬 | 0.03% | +368+29.7% | 加碼 |