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。
2022 年第 1 季 13F 持有人
SVB Financial Group 在 2022/3/31 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
- 806
- 較 2021 年第 4 季 −60 家
- 持有股數
- 5,359 萬
- 較 2021 年第 4 季 +98.5 萬 (+1.9%)
- 總市值
- $297.9 億
- 較 2021 年第 4 季 −$58.3 億 (−16.4%)
- 新進機構
- 76
- 另有 293 家加碼
- 清倉機構
- 136
- 另有 310 家減碼
另有 8 家機構在 2021 年第 4 季持有、還沒有申報 2022 年第 1 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 |
2022 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| American Trust | 927 | $51.9 萬 | 0.03% | −52−5.3% | 減碼 |
| Moors & Cabot, Inc. | 929 | $52.0 萬 | 0.03% | −310−25.0% | 減碼 |
| Vestcor Inc | 929 | $52.0 萬 | 0.02% | +205+28.3% | 加碼 |
| Metis Global Partners, LLC | 929 | $52.0 萬 | 0.06% | +417+81.4% | 加碼 |
| Johnson Investment Counsel Inc | 938 | $52.5 萬 | 0.01% | −15−1.6% | 減碼 |
| Beacon Investment Advisory Services, Inc. | 943 | $52.7 萬 | 0.02% | 00.0% | 不變 |
| BSW Wealth Partners | 967 | $54.1 萬 | 0.14% | +123+14.6% | 加碼 |
| IndexIQ Advisors LLC | 977 | $54.7 萬 | 0.02% | +41+4.4% | 加碼 |
| Flagship Harbor Advisors, LLC | 979 | $54.8 萬 | 0.05% | +15+1.6% | 加碼 |
| Beacon Pointe Advisors, LLC | 985 | $55.1 萬 | 0.01% | +88+9.8% | 加碼 |
| AE Wealth Management LLC | 996 | $55.7 萬 | 0.00% | −758−43.2% | 減碼 |
| Alpha Cubed Investments, LLC | 1,000 | $55.9 萬 | 0.04% | −14−1.4% | 減碼 |
| Monetta Financial Services Inc | 1,000 | $55.9 萬 | 0.46% | +1,000 | 新進 |
| Highlander Capital Management, LLC | 1,000 | $55.9 萬 | 0.26% | +1,000 | 新進 |
| Perigon Wealth Management, LLC | 1,009 | $56.4 萬 | 0.04% | −265−20.8% | 減碼 |
| Cigna Investments Inc | 1,013 | $56.7 萬 | 0.07% | −306−23.2% | 減碼 |
| Empirical Finance, LLC | 1,026 | $57.4 萬 | 0.06% | +228+28.6% | 加碼 |
| Mather Group, LLC. | 1,049 | $58.7 萬 | 0.01% | −12−1.1% | 減碼 |
| Kestra Advisory Services, LLC | 1,049 | $58.7 萬 | 0.01% | +11+1.1% | 加碼 |
| Central Bank & Trust Co | 1,063 | $59.5 萬 | 0.09% | −397−27.2% | 減碼 |
| Greenleaf Trust | 1,073 | $60.0 萬 | 0.01% | +277+34.8% | 加碼 |
| Seven Eight Capital, LP | 1,096 | $61.3 萬 | 0.08% | +1,096 | 新進 |
| Nomura Holdings Inc | 1,120 | $61.5 萬 | 0.00% | +374+50.1% | 加碼 |
| FDx Advisors, Inc. | 1,117 | $62.5 萬 | 0.02% | +31+2.9% | 加碼 |
| Western Wealth Management, LLC | 1,123 | $62.9 萬 | 0.03% | +442+64.9% | 加碼 |
| Apollon Wealth Management, LLC | 1,128 | $63.1 萬 | 0.04% | +143+14.5% | 加碼 |
| EP Wealth Advisors, LLC | 1,142 | $63.9 萬 | 0.01% | +2+0.2% | 加碼 |
| Corient Capital Partners, LLC | 1,160 | $64.9 萬 | 0.04% | +59+5.4% | 加碼 |
| Bailard, Inc. | 1,173 | $65.6 萬 | 0.02% | +79+7.2% | 加碼 |
| Eidelman Virant Capital | 1,175 | $65.7 萬 | 0.35% | 00.0% | 不變 |
| Stratos Wealth Partners, LTD. | 1,188 | $66.5 萬 | 0.01% | +100+9.2% | 加碼 |
| Alberta Investment Management Corp | 1,192 | $66.7 萬 | 0.00% | +1,192 | 新進 |
| Illinois Municipal Retirement Fund | 1,199 | $67.1 萬 | 0.02% | 00.0% | 不變 |
| Alpha Paradigm Partners, LLC | 1,206 | $67.5 萬 | 0.27% | 00.0% | 不變 |
| Michael B. Yongue | 1,219 | $68.2 萬 | 0.50% | +307+33.7% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 1,223 | $68.4 萬 | 0.04% | +88+7.8% | 加碼 |
| M&T Bank Corp | 1,243 | $69.6 萬 | 0.00% | −145−10.4% | 減碼 |
| Prudential PLC | 1,259 | $70.4 萬 | 0.01% | +1,259 | 新進 |
| Advisory Services Network, LLC | 1,270 | $71.0 萬 | 0.02% | −469−27.0% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 1,291 | $71.2 萬 | 0.01% | −1,470−53.2% | 減碼 |
| Prelude Capital Management, LLC | 1,277 | $71.4 萬 | 0.03% | −398−23.8% | 減碼 |
| Assetmark, Inc | 1,292 | $72.3 萬 | 0.00% | +617+91.4% | 加碼 |
| Boulder Hill Capital Management LP | 1,300 | $72.7 萬 | 0.39% | +1,300 | 新進 |
| Mizuho Markets Cayman LP | 1,325 | $74.1 萬 | 0.08% | +529+66.5% | 加碼 |
| Angeles Wealth Management, LLC | 1,342 | $75.1 萬 | 0.14% | +1,342 | 新進 |
| PAX Financial Group, LLC | 1,345 | $75.2 萬 | 0.17% | +147+12.3% | 加碼 |
| Ballentine Partners, LLC | 1,356 | $75.8 萬 | 0.02% | −66−4.6% | 減碼 |
| Marshall Financial Group LLC | 1,356 | $75.9 萬 | 0.31% | +11+0.8% | 加碼 |
| Avantax Advisory Services, Inc. | 1,361 | $76.5 萬 | 0.01% | −195−12.5% | 減碼 |
| Mechanics Bank Trust Department | 1,372 | $76.8 萬 | 0.12% | +927+208.3% | 加碼 |
| Atlas Capital Advisors LLC | 1,374 | $76.9 萬 | 0.12% | −61−4.3% | 減碼 |
| Orser Capital Management, LLC | 1,374 | $76.9 萬 | 0.48% | +1,374 | 新進 |
| Harvest Investment Services, LLC | 1,415 | $79.1 萬 | 0.47% | +491+53.1% | 加碼 |
| Money Concepts Capital Corp | 1,414 | $79.1 萬 | 0.04% | +1,414 | 新進 |
| Boston Partners | 1,415 | $79.2 萬 | 0.00% | −74−5.0% | 減碼 |
| Sunbelt Securities, Inc. | 1,410 | $80.0 萬 | 0.15% | −143−9.2% | 減碼 |
| Diversified Trust Co | 1,433 | $80.2 萬 | 0.03% | +150+11.7% | 加碼 |
| Redpoint Investment Management Pty Ltd | 1,438 | $80.4 萬 | 0.08% | −97−6.3% | 減碼 |
| Private Advisor Group, LLC | 1,464 | $81.9 萬 | 0.01% | −982−40.1% | 減碼 |
| Modera Wealth Management, LLC | 1,465 | $82.0 萬 | 0.04% | −704−32.5% | 減碼 |
| Systematic Alpha Investments, LLC | 1,470 | $82.2 萬 | 0.04% | 00.0% | 不變 |
| DMG Group, LLC | 1,528 | $82.7 萬 | 0.93% | −856−35.9% | 減碼 |
| Berkshire Bank | 1,483 | $83.0 萬 | 0.20% | +398+36.7% | 加碼 |
| Independent Advisor Alliance | 1,492 | $83.5 萬 | 0.04% | −162−9.8% | 減碼 |
| Cushing Asset Management, LP | 1,493 | $83.5 萬 | 0.07% | −124−7.7% | 減碼 |
| Wedbush Securities Inc | 1,500 | $83.9 萬 | 0.04% | −245−14.0% | 減碼 |
| Achmea Investment Management B.V. | 1,499 | $83.9 萬 | 0.02% | +1,499 | 新進 |
| Horizon Investments, LLC | 1,516 | $84.8 萬 | 0.02% | +192+14.5% | 加碼 |
| Ramiah Investment Group | 1,518 | $84.9 萬 | 0.59% | +263+21.0% | 加碼 |
| Lyell Wealth Management, LP | 1,523 | $85.2 萬 | 0.11% | +5+0.3% | 加碼 |
| National Asset Management, Inc. | 1,533 | $85.8 萬 | 0.03% | +473+44.6% | 加碼 |
| Profund Advisors LLC | 1,566 | $87.6 萬 | 0.04% | −245−13.5% | 減碼 |
| Mission Wealth Management, LP | 1,593 | $89.1 萬 | 0.04% | −55−3.3% | 減碼 |
| Welch & Forbes LLC | 1,600 | $89.5 萬 | 0.01% | 00.0% | 不變 |
| Synergy Financial Group, LTD | 1,633 | $91.4 萬 | 0.96% | 00.0% | 不變 |
| Jacobs Levy Equity Management, Inc | 1,655 | $92.6 萬 | 0.01% | −34,092−95.4% | 減碼 |
| Summit Creek Advisors LLC | 1,684 | $94.2 萬 | 0.11% | +10+0.6% | 加碼 |
| Fulton Bank, N.A. | 1,688 | $94.4 萬 | 0.04% | −648−27.7% | 減碼 |
| Park Avenue Securities LLC | 1,704 | $95.3 萬 | 0.02% | +120+7.6% | 加碼 |
| Atria Wealth Solutions, Inc. | 1,717 | $96.0 萬 | 0.02% | +1,717 | 新進 |
| MorganRosel Wealth Management, LLC | 1,719 | $96.2 萬 | 0.47% | +83+5.1% | 加碼 |
| Snowden Capital Advisors LLC | 1,724 | $96.4 萬 | 0.04% | +476+38.1% | 加碼 |
| Banque Pictet & Cie SA | 1,732 | $96.9 萬 | 0.01% | −4,484−72.1% | 減碼 |
| Hancock Whitney Corp | 1,733 | $97.0 萬 | 0.03% | −66−3.7% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 1,734 | $97.0 萬 | 0.09% | +169+10.8% | 加碼 |
| Galvin, Gaustad & Stein, LLC | 1,745 | $97.6 萬 | 0.09% | +620+55.1% | 加碼 |
| Tocqueville Asset Management L.P. | 1,782 | $99.7 萬 | 0.02% | 00.0% | 不變 |
| Avitas Wealth Management LLC | 1,784 | $99.8 萬 | 0.18% | +1,784 | 新進 |
| Parallax Volatility Advisers, L.P. | 1,794 | $100.4 萬 | 0.02% | −2,233−55.5% | 減碼 |
| Shilanski & Associates, Inc. | 1,794 | $100.4 萬 | 0.42% | +84+4.9% | 加碼 |
| Montecito Bank & Trust | 1,816 | $101.6 萬 | 0.19% | 00.0% | 不變 |
| Rehmann Capital Advisory Group | 1,857 | $103.9 萬 | 0.10% | +8+0.4% | 加碼 |
| Bayesian Capital Management, LP | 1,871 | $104.7 萬 | 0.16% | +1,871 | 新進 |
| Advisor Partners LLC | 1,884 | $105.4 萬 | 0.07% | +23+1.2% | 加碼 |
| Altman Advisors, Inc. | 1,915 | $107.1 萬 | 0.55% | +304+18.9% | 加碼 |
| AIA Group Ltd | 1,916 | $107.2 萬 | 0.05% | +937+95.7% | 加碼 |
| Stephens Inc | 1,918 | $107.3 萬 | 0.02% | +161+9.2% | 加碼 |
| Regentatlantic Capital LLC | 1,956 | $109.4 萬 | 0.03% | +351+21.9% | 加碼 |
| Lazard Asset Management LLC | 1,970 | $110.2 萬 | 0.00% | +1,869+1,850.5% | 加碼 |
| Banc Funds Co LLC | 2,027 | $113.4 萬 | 0.09% | −7,440−78.6% | 減碼 |