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 |
|---|---|---|---|---|---|
| Cigna Investments Inc | 1,319 | $89.5 萬 | 0.07% | −525−28.5% | 減碼 |
| GWM Advisors LLC | 1,294 | $87.7 萬 | 0.01% | +1,294 | 新進 |
| Moseley Investment Management Inc | 1,284 | $87.1 萬 | 0.40% | +1+0.1% | 加碼 |
| Diversified Trust Co | 1,283 | $87.0 萬 | 0.03% | −112−8.0% | 減碼 |
| Perigon Wealth Management, LLC | 1,274 | $86.4 萬 | 0.06% | +232+22.3% | 加碼 |
| Boston Partners | 1,489 | $85.5 萬 | 0.00% | −222−13.0% | 減碼 |
| Ramiah Investment Group | 1,255 | $85.1 萬 | 0.57% | −265−17.4% | 減碼 |
| Scholtz & Company, LLC | 1,251 | $84.8 萬 | 0.27% | +1,251 | 新進 |
| Snowden Capital Advisors LLC | 1,248 | $84.6 萬 | 0.04% | −431−25.7% | 減碼 |
| Moors & Cabot, Inc. | 1,239 | $84.0 萬 | 0.05% | 00.0% | 不變 |
| Quantitative Investment Management, LLC | 1,236 | $83.8 萬 | 0.12% | −4,589−78.8% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 1,234 | $83.7 萬 | 0.07% | +75+6.5% | 加碼 |
| Leonteq Securities AG | 1,215 | $82.4 萬 | 0.04% | +1,015+507.5% | 加碼 |
| Barometer Capital Management Inc. | 1,213 | $82.3 萬 | 0.14% | −6,411−84.1% | 減碼 |
| Alpha Paradigm Partners, LLC | 1,206 | $81.8 萬 | 0.33% | −82−6.4% | 減碼 |
| 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 |
| Tudor Investment Corp Et Al | 1,187 | $80.5 萬 | 0.02% | +461+63.5% | 加碼 |
| Eidelman Virant Capital | 1,175 | $79.7 萬 | 0.29% | −5−0.4% | 減碼 |
| Moody Aldrich Partners LLC | 1,166 | $79.1 萬 | 0.11% | −16−1.4% | 減碼 |
| EP Wealth Advisors, LLC | 1,140 | $77.3 萬 | 0.02% | +74+6.9% | 加碼 |
| William Blair Investment Management, LLC | 1,137 | $77.1 萬 | 0.00% | +120+11.8% | 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 |
| Galvin, Gaustad & Stein, LLC | 1,125 | $76.3 萬 | 0.07% | +50+4.7% | 加碼 |
| S&CO Inc | 1,107 | $75.0 萬 | 0.05% | −298−21.2% | 減碼 |
| Corient Capital Partners, LLC | 1,101 | $74.7 萬 | 0.05% | +14+1.3% | 加碼 |
| Bailard, Inc. | 1,094 | $74.2 萬 | 0.02% | −164−13.0% | 減碼 |
| Stratos Wealth Partners, LTD. | 1,088 | $73.8 萬 | 0.02% | +119+12.3% | 加碼 |
| FDx Advisors, Inc. | 1,086 | $73.7 萬 | 0.02% | −29−2.6% | 減碼 |
| Berkshire Bank | 1,085 | $73.6 萬 | 0.16% | +253+30.4% | 加碼 |
| Sawtooth Solutions, LLC | 1,076 | $73.0 萬 | 0.08% | +566+111.0% | 加碼 |
| BIT Capital GmbH | 1,069 | $72.5 萬 | 0.06% | −1,563−59.4% | 減碼 |
| 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 |
| Kestra Advisory Services, LLC | 1,038 | $70.4 萬 | 0.01% | +190+22.4% | 加碼 |
| Signaturefd, LLC | 1,037 | $70.3 萬 | 0.02% | +181+21.1% | 加碼 |
| Vident Investment Advisory, LLC | 1,021 | $69.3 萬 | 0.02% | −60−5.6% | 減碼 |
| WMG Financial Advisors, LLC | 1,014 | $69.0 萬 | 0.54% | +1,014 | 新進 |
| Alpha Cubed Investments, LLC | 1,014 | $68.8 萬 | 0.05% | 00.0% | 不變 |
| Apollon Wealth Management, LLC | 985 | $66.8 萬 | 0.05% | −247−20.0% | 減碼 |
| 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 |
| Flagship Harbor Advisors, LLC | 964 | $65.4 萬 | 0.06% | +37+4.0% | 加碼 |
| Johnson Investment Counsel Inc | 953 | $64.6 萬 | 0.01% | −23−2.4% | 減碼 |
| Beacon Investment Advisory Services, Inc. | 943 | $64.0 萬 | 0.02% | +31+3.4% | 加碼 |
| IBM Retirement Fund | 942 | $63.9 萬 | 0.08% | −609−39.3% | 減碼 |
| 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 |
| Harvest Investment Services, LLC | 924 | $62.6 萬 | 0.26% | +382+70.5% | 加碼 |
| Gateway Advisory, LLC | 919 | $62.3 萬 | 0.13% | −103−10.1% | 減碼 |
| Michael B. Yongue | 912 | $61.9 萬 | 0.41% | 00.0% | 不變 |
| 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 |
| 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 |
| 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 |
| Nations Financial Group Inc, | 892 | $60.5 萬 | 0.08% | +187+26.5% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 885 | $60.0 萬 | 0.01% | −15−1.7% | 減碼 |
| Bartlett & Co. LLC | 885 | $60.0 萬 | 0.01% | −15−1.7% | 減碼 |
| WESPAC Advisors, LLC | 880 | $59.7 萬 | 0.40% | −484−35.5% | 減碼 |
| 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 |
| Fieldpoint Private Securities, LLC | 867 | $58.8 萬 | 0.12% | +266+44.3% | 加碼 |
| Prudent Man Advisors, LLC | 859 | $58.3 萬 | 0.22% | −29−3.3% | 減碼 |
| Gateway Investment Advisers LLC | 857 | $58.1 萬 | 0.01% | −52−5.7% | 減碼 |
| Quadrature Capital Ltd | 852 | $57.8 萬 | 0.03% | +852 | 新進 |
| Fractal Investments LLC | 851 | $57.7 萬 | 0.20% | +851 | 新進 |
| Veracity Capital LLC | 848 | $57.5 萬 | 0.23% | −363−30.0% | 減碼 |
| Great Diamond Partners, LLC | 847 | $57.4 萬 | 0.15% | +19+2.3% | 加碼 |
| BSW Wealth Partners | 844 | $57.2 萬 | 0.14% | +80+10.5% | 加碼 |
| We Are One Seven, LLC | 837 | $56.8 萬 | 0.06% | +86+11.5% | 加碼 |
| Marshall Wace, LLP | 836 | $56.6 萬 | 0.00% | +836 | 新進 |
| Integrated Advisors Network LLC | 825 | $56.0 萬 | 0.03% | +68+9.0% | 加碼 |
| B. Riley Wealth Management, Inc. | 808 | $54.8 萬 | 0.04% | −5−0.6% | 減碼 |
| Everence Capital Management Inc | 800 | $54.3 萬 | 0.04% | 00.0% | 不變 |
| Empirical Finance, LLC | 798 | $54.1 萬 | 0.06% | +166+26.3% | 加碼 |
| Greenleaf Trust | 796 | $54.0 萬 | 0.01% | +28+3.6% | 加碼 |
| Mizuho Markets Cayman LP | 796 | $54.0 萬 | 0.05% | +796 | 新進 |
| Ameritas Investment Partners, Inc. | 769 | $52.2 萬 | 0.02% | −35−4.4% | 減碼 |
| Dakota Wealth Management | 764 | $51.8 萬 | 0.05% | −3−0.4% | 減碼 |
| Castleark Management LLC | 760 | $51.5 萬 | 0.02% | 00.0% | 不變 |
| Fenimore Asset Management Inc | 752 | $51.0 萬 | 0.01% | +752 | 新進 |
| Aureus Asset Management, LLC | 750 | $50.9 萬 | 0.03% | 00.0% | 不變 |
| Nomura Holdings Inc | 746 | $50.6 萬 | 0.00% | −696−48.3% | 減碼 |
| Harvest Fund Management Co., Ltd | 737 | $50.0 萬 | 0.08% | +178+31.8% | 加碼 |
| WD Rutherford LLC | 735 | $49.9 萬 | 0.25% | +355+93.4% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 733 | $49.7 萬 | 0.00% | −5,698−88.6% | 減碼 |
| Sierra Capital LLC | 729 | $49.4 萬 | 0.07% | −19−2.5% | 減碼 |
| Forum Financial Management, LP | 729 | $49.4 萬 | 0.03% | +729 | 新進 |
| Dorsey & Whitney Trust CO LLC | 727 | $49.3 萬 | 0.04% | +84+13.1% | 加碼 |
| Csenge Advisory Group | 871 | $49.2 萬 | 0.04% | −74−7.8% | 減碼 |
| Vestcor Inc | 724 | $49.1 萬 | 0.02% | −100−12.1% | 減碼 |
| Steward Partners Investment Advisory, LLC | 720 | $48.8 萬 | 0.01% | 00.0% | 不變 |
| Alphinity Investment Management Pty Ltd | 715 | $48.5 萬 | 0.01% | +715 | 新進 |
| Meiji Yasuda Asset Management Co Ltd. | 696 | $47.2 萬 | 0.03% | +100+16.8% | 加碼 |
| Meeder Asset Management Inc | 695 | $47.1 萬 | 0.05% | −1,513−68.5% | 減碼 |
| Brown Brothers Harriman & Co | 687 | $46.6 萬 | 0.00% | −35−4.8% | 減碼 |
| Western Wealth Management, LLC | 681 | $46.1 萬 | 0.05% | +681 | 新進 |