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 2 季 13F 持有人
SVB Financial Group 在 2022/6/30 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
- 750
- 較 2022 年第 1 季 −44 家
- 持有股數
- 5,504 萬
- 較 2022 年第 1 季 +176.3 萬 (+3.3%)
- 總市值
- $217.2 億
- 較 2022 年第 1 季 −$78.9 億 (−26.7%)
- 新進機構
- 82
- 另有 285 家加碼
- 清倉機構
- 126
- 另有 273 家減碼
另有 12 家機構在 2022 年第 1 季持有、還沒有申報 2022 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 |
2022 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 2022 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Independent Advisor Alliance | 1,386 | $54.7 萬 | 0.03% | −106−7.1% | 減碼 |
| Corient Capital Partners, LLC | 1,386 | $54.7 萬 | 0.04% | +226+19.5% | 加碼 |
| Michael B. Yongue | 1,387 | $54.8 萬 | 0.48% | +168+13.8% | 加碼 |
| Two Sigma Securities, LLC | 1,407 | $55.6 萬 | 0.10% | +1,407 | 新進 |
| Sunbelt Securities, Inc. | 1,427 | $56.4 萬 | 0.12% | +17+1.2% | 加碼 |
| Diversified Trust Co | 1,432 | $56.6 萬 | 0.02% | −1−0.1% | 減碼 |
| Cushing Asset Management, LP | 1,437 | $56.8 萬 | 0.06% | −56−3.8% | 減碼 |
| Mirova | 1,454 | $57.4 萬 | 0.08% | +1,454 | 新進 |
| HighPoint Advisor Group LLC | 1,411 | $57.5 萬 | 0.06% | +1,411 | 新進 |
| Modera Wealth Management, LLC | 1,460 | $57.7 萬 | 0.03% | −5−0.3% | 減碼 |
| PAX Financial Group, LLC | 1,465 | $57.9 萬 | 0.15% | +120+8.9% | 加碼 |
| Systematic Alpha Investments, LLC | 1,470 | $58.1 萬 | 0.03% | 00.0% | 不變 |
| AE Wealth Management LLC | 1,477 | $58.3 萬 | 0.00% | +481+48.3% | 加碼 |
| Snowden Capital Advisors LLC | 1,487 | $58.7 萬 | 0.03% | −237−13.7% | 減碼 |
| Kestra Advisory Services, LLC | 1,493 | $59.0 萬 | 0.01% | +444+42.3% | 加碼 |
| Stephens Inc | 1,495 | $59.1 萬 | 0.01% | −423−22.1% | 減碼 |
| Virtus ETF Advisers LLC | 1,497 | $59.1 萬 | 0.22% | +1,497 | 新進 |
| Achmea Investment Management B.V. | 1,499 | $59.2 萬 | 0.02% | 00.0% | 不變 |
| M&T Bank Corp | 2,141 | $59.7 萬 | 0.00% | +898+72.2% | 加碼 |
| National Asset Management, Inc. | 1,514 | $59.8 萬 | 0.03% | −19−1.2% | 減碼 |
| Lyell Wealth Management, LP | 1,522 | $60.1 萬 | 0.10% | −1−0.1% | 減碼 |
| Mechanics Bank Trust Department | 1,537 | $60.7 萬 | 0.11% | +165+12.0% | 加碼 |
| Jupiter Asset Management Ltd | 1,560 | $61.7 萬 | 0.01% | −53,080−97.1% | 減碼 |
| DMG Group, LLC | 1,553 | $62.0 萬 | 0.73% | +25+1.6% | 加碼 |
| Everence Capital Management Inc | 1,590 | $62.8 萬 | 0.06% | +790+98.8% | 加碼 |
| Mission Wealth Management, LP | 1,598 | $63.1 萬 | 0.03% | +5+0.3% | 加碼 |
| Welch & Forbes LLC | 1,600 | $63.2 萬 | 0.01% | 00.0% | 不變 |
| Money Concepts Capital Corp | 1,593 | $63.8 萬 | 0.06% | +179+12.7% | 加碼 |
| Synergy Financial Group, LTD | 1,623 | $64.1 萬 | 1.00% | −10−0.6% | 減碼 |
| Intech Investment Management LLC | 1,634 | $64.5 萬 | 0.00% | +1,634 | 新進 |
| Fulton Bank, N.A. | 1,650 | $65.1 萬 | 0.04% | −38−2.3% | 減碼 |
| Redpoint Investment Management Pty Ltd | 1,659 | $65.5 萬 | 0.08% | +221+15.4% | 加碼 |
| Private Advisor Group, LLC | 1,665 | $65.7 萬 | 0.01% | +201+13.7% | 加碼 |
| Jacobs Levy Equity Management, Inc | 1,678 | $66.3 萬 | 0.01% | +23+1.4% | 加碼 |
| Point72 Hong Kong Ltd | 1,680 | $66.4 萬 | 0.04% | −3,349−66.6% | 減碼 |
| Summit Creek Advisors LLC | 1,706 | $67.4 萬 | 0.09% | +22+1.3% | 加碼 |
| Hancock Whitney Corp | 1,730 | $68.3 萬 | 0.03% | −3−0.2% | 減碼 |
| AIA Group Ltd | 1,737 | $68.6 萬 | 0.04% | −179−9.3% | 減碼 |
| Chartwell Investment Partners, LLC | 1,736 | $68.6 萬 | 0.03% | +1,736 | 新進 |
| Ramiah Investment Group | 1,742 | $68.8 萬 | 0.56% | +224+14.8% | 加碼 |
| Community Capital Management, Inc. | 1,750 | $69.1 萬 | 0.84% | +1,750 | 新進 |
| Tocqueville Asset Management L.P. | 1,782 | $70.4 萬 | 0.01% | 00.0% | 不變 |
| Montecito Bank & Trust | 1,816 | $71.7 萬 | 0.17% | 00.0% | 不變 |
| Park Avenue Securities LLC | 1,844 | $72.8 萬 | 0.01% | +140+8.2% | 加碼 |
| Rehmann Capital Advisory Group | 1,865 | $73.7 萬 | 0.08% | +8+0.4% | 加碼 |
| Advisor Partners LLC | 1,871 | $73.9 萬 | 0.05% | −13−0.7% | 減碼 |
| Prelude Capital Management, LLC | 1,871 | $73.9 萬 | 0.04% | +594+46.5% | 加碼 |
| Lazard Asset Management LLC | 1,915 | $75.6 萬 | 0.00% | −55−2.8% | 減碼 |
| PMC FIG Opportunities LLC | 2,000 | $79.0 萬 | 4.45% | −2,500−55.6% | 減碼 |
| Argent Capital Management LLC | 1,999 | $79.0 萬 | 0.03% | −3,465−63.4% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 2,011 | $79.4 萬 | 0.07% | +277+16.0% | 加碼 |
| Cantor Fitzgerald, L. P. | 2,023 | $79.9 萬 | 0.02% | +2,023 | 新進 |
| Banc Funds Co LLC | 2,027 | $80.1 萬 | 0.07% | 00.0% | 不變 |
| Altman Advisors, Inc. | 2,039 | $81.6 萬 | 0.46% | +124+6.5% | 加碼 |
| Klingenstein Fields & Co LP | 2,100 | $82.9 萬 | 0.04% | 00.0% | 不變 |
| Cambridge Trust Co | 2,164 | $85.5 萬 | 0.04% | −81−3.6% | 減碼 |
| Allstate Corp | 2,171 | $85.8 萬 | 0.03% | −170−7.3% | 減碼 |
| GWM Advisors LLC | 2,193 | $86.6 萬 | 0.01% | +2,193 | 新進 |
| Paloma Partners Management Co | 2,213 | $87.4 萬 | 0.09% | +2,213 | 新進 |
| United Capital Financial Advisers, LLC | 2,214 | $87.5 萬 | 0.00% | +1,736+363.2% | 加碼 |
| CIBC World Markets Inc. | 2,220 | $87.7 萬 | 0.00% | −9,712−81.4% | 減碼 |
| Panagora Asset Management Inc | 2,227 | $88.0 萬 | 0.01% | −3,371−60.2% | 減碼 |
| Comerica Securities,inc. | 2,228 | $88.0 萬 | 0.07% | −10−0.4% | 減碼 |
| Hohimer Wealth Management, LLC | 2,257 | $89.1 萬 | 0.26% | +49+2.2% | 加碼 |
| Gerber Kawasaki Wealth & Investment Management | 2,293 | $90.4 萬 | 0.09% | −1,096−32.3% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 2,300 | $90.8 萬 | 0.00% | −3,548−60.7% | 減碼 |
| Desjardins Global Asset Management Inc. | 2,300 | $90.8 萬 | 0.12% | −1,637−41.6% | 減碼 |
| Mercer Global Advisors Inc | 2,298 | $90.8 萬 | 0.01% | −465−16.8% | 減碼 |
| Beacon Pointe Advisors, LLC | 2,325 | $91.9 萬 | 0.02% | +1,340+136.0% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 2,352 | $92.9 萬 | 0.02% | +15+0.6% | 加碼 |
| Royal Harbor Partners, LLC | 2,362 | $93.3 萬 | 0.64% | +66+2.9% | 加碼 |
| MML Investors Services, LLC | 2,383 | $94.1 萬 | 0.01% | −567−19.2% | 減碼 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 2,389 | $94.4 萬 | 0.20% | +2,389 | 新進 |
| Mizuho Markets Cayman LP | 2,439 | $96.3 萬 | 0.16% | +1,114+84.1% | 加碼 |
| Commerce Bank | 2,469 | $97.6 萬 | 0.01% | +154+6.7% | 加碼 |
| Blair William & Co | 2,498 | $98.7 萬 | 0.00% | +130+5.5% | 加碼 |
| Crestline Management, LP | 2,500 | $98.7 萬 | 0.13% | +2,500 | 新進 |
| Resources Management Corp | 2,505 | $98.9 萬 | 0.16% | +103+4.3% | 加碼 |
| Natixis | 2,556 | $101.0 萬 | 0.00% | −81,221−96.9% | 減碼 |
| Boston Partners | 3,326 | $101.0 萬 | 0.00% | +1,911+135.1% | 加碼 |
| SG Americas Securities, LLC | 2,590 | $102.3 萬 | 0.01% | −847−24.6% | 減碼 |
| Chesley Taft & Associates LLC | 2,645 | $104.5 萬 | 0.07% | −123−4.4% | 減碼 |
| First Manhattan Co | 2,650 | $104.6 萬 | 0.00% | +75+2.9% | 加碼 |
| Crossmark Global Holdings, Inc. | 2,682 | $105.9 萬 | 0.03% | −150−5.3% | 減碼 |
| Stonnington Group, LLC | 2,516 | $106.5 萬 | 0.28% | −1,020−28.8% | 減碼 |
| L & S Advisors Inc | 2,720 | $107.4 萬 | 0.18% | −385−12.4% | 減碼 |
| Essex Investment Management Co LLC | 2,726 | $107.7 萬 | 0.17% | −114−4.0% | 減碼 |
| Kinneret Advisory, LLC | 2,745 | $108.4 萬 | 0.14% | +58+2.2% | 加碼 |
| JT Stratford LLC | 2,770 | $109.4 萬 | 0.35% | −186−6.3% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 2,813 | $111.1 萬 | 0.00% | +2,813 | 新進 |
| JustInvest LLC | 2,826 | $111.6 萬 | 0.05% | +313+12.5% | 加碼 |
| Dana Investment Advisors, Inc. | 2,866 | $113.2 萬 | 0.06% | −1,659−36.7% | 減碼 |
| Salem Investment Counselors Inc | 2,885 | $114.0 萬 | 0.05% | −18−0.6% | 減碼 |
| Spirit of America Management Corp | 2,973 | $117.4 萬 | 0.27% | 00.0% | 不變 |
| Keebeck Alpha, LP | 2,988 | $118.0 萬 | 0.53% | +395+15.2% | 加碼 |
| Supplemental Annuity Collective Trust of NJ | 3,000 | $118.5 萬 | 0.47% | 00.0% | 不變 |
| Symmetry Partners, LLC | 3,014 | $119.0 萬 | 0.08% | 00.0% | 不變 |
| Mitchell McLeod Pugh & Williams Inc | 3,035 | $119.9 萬 | 0.47% | 00.0% | 不變 |
| Regentatlantic Capital LLC | 3,035 | $119.9 萬 | 0.04% | +1,079+55.2% | 加碼 |
| Fluent Financial, LLC | 3,055 | $120.7 萬 | 0.62% | +656+27.3% | 加碼 |