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 3 季 13F 持有人
SVB Financial Group 在 2022/9/30 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
- 674
- 較 2022 年第 2 季 −64 家
- 持有股數
- 5,566 萬
- 較 2022 年第 2 季 +63.3 萬 (+1.2%)
- 總市值
- $186.9 億
- 較 2022 年第 2 季 −$30.2 億 (−13.9%)
- 新進機構
- 60
- 另有 243 家加碼
- 清倉機構
- 124
- 另有 254 家減碼
另有 12 家機構在 2022 年第 2 季持有、還沒有申報 2022 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Savant Capital, LLC | 876 | $29.4 萬 | 0.01% | −6−0.7% | 減碼 |
| Avantax Advisory Services, Inc. | 883 | $29.6 萬 | 0.00% | −3−0.3% | 減碼 |
| Bartlett & Co. LLC | 885 | $29.7 萬 | 0.01% | 00.0% | 不變 |
| Bartlett & Co. Wealth Management LLC | 885 | $29.7 萬 | 0.01% | 00.0% | 不變 |
| Vontobel Holding Ltd. | 893 | $30.0 萬 | 0.00% | −363−28.9% | 減碼 |
| JT Stratford LLC | 895 | $30.1 萬 | 0.11% | −1,875−67.7% | 減碼 |
| Credit Capital Investments LLC | 900 | $30.2 萬 | 0.41% | +900 | 新進 |
| S&CO Inc | 904 | $30.3 萬 | 0.03% | 00.0% | 不變 |
| Janney Capital Management LLC | 906 | $30.4 萬 | 0.02% | −12,774−93.4% | 減碼 |
| SevenOneSeven Capital Management | 905 | $30.4 萬 | 0.71% | −6−0.7% | 減碼 |
| Sompo Asset Management Co., Ltd. | 920 | $30.8 萬 | 0.08% | +920 | 新進 |
| Perigon Wealth Management, LLC | 924 | $31.0 萬 | 0.03% | −108−10.5% | 減碼 |
| HM Payson & Co | 932 | $31.3 萬 | 0.01% | −100−9.7% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 932 | $31.3 萬 | 0.01% | −46−4.7% | 減碼 |
| Beacon Investment Advisory Services, Inc. | 943 | $31.7 萬 | 0.02% | −3−0.3% | 減碼 |
| Moseley Investment Management Inc | 959 | $32.2 萬 | 0.24% | +127+15.3% | 加碼 |
| Raymond James Trust N.A. | 980 | $32.9 萬 | 0.01% | +107+12.3% | 加碼 |
| Summit Creek Advisors LLC | 993 | $33.3 萬 | 0.05% | −713−41.8% | 減碼 |
| Lincoln National Corp | 996 | $33.4 萬 | 0.01% | +100+11.2% | 加碼 |
| Intact Investment Management Inc. | 1,000 | $33.6 萬 | 0.01% | 00.0% | 不變 |
| Cim Investment Mangement Inc | 1,001 | $33.6 萬 | 0.15% | +1,001 | 新進 |
| Mirador Capital Partners LP | 1,046 | $35.1 萬 | 0.08% | +136+14.9% | 加碼 |
| Flagship Harbor Advisors, LLC | 1,049 | $35.2 萬 | 0.04% | −10−0.9% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 1,070 | $35.9 萬 | 0.03% | +119+12.5% | 加碼 |
| Profund Advisors LLC | 1,091 | $36.6 萬 | 0.03% | −14−1.3% | 減碼 |
| Alpha Cubed Investments, LLC | 1,090 | $36.6 萬 | 0.03% | +40+3.8% | 加碼 |
| VELA Investment Management, LLC | 1,092 | $36.7 萬 | 0.21% | +364+50.0% | 加碼 |
| Walled Lake Planning & Wealth Management, LLC | 1,112 | $37.3 萬 | 0.26% | 00.0% | 不變 |
| Natixis Investment Managers International | 1,117 | $37.5 萬 | 0.03% | −47,504−97.7% | 減碼 |
| Snowden Capital Advisors LLC | 1,117 | $37.5 萬 | 0.02% | −370−24.9% | 減碼 |
| Bessemer Group Inc | 1,128 | $37.9 萬 | 0.00% | −2,518−69.1% | 減碼 |
| Los Angeles Capital Management LLC | 1,128 | $37.9 萬 | 0.00% | +361+47.1% | 加碼 |
| Kestra Advisory Services, LLC | 1,183 | $39.7 萬 | 0.00% | −310−20.8% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,206 | $40.5 萬 | 0.00% | −2,412−66.7% | 減碼 |
| Alpha Paradigm Partners, LLC | 1,206 | $40.5 萬 | 0.18% | 00.0% | 不變 |
| Desjardins Global Asset Management Inc. | 1,214 | $40.8 萬 | 0.05% | −1,086−47.2% | 減碼 |
| Bailard, Inc. | 1,214 | $40.8 萬 | 0.02% | +134+12.4% | 加碼 |
| ETF Managers Group, LLC | 1,225 | $41.1 萬 | 0.01% | +47+4.0% | 加碼 |
| Moors & Cabot, Inc. | 1,249 | $41.9 萬 | 0.03% | +212+20.4% | 加碼 |
| Independent Advisor Alliance | 1,274 | $42.8 萬 | 0.02% | −112−8.1% | 減碼 |
| National Asset Management, Inc. | 1,275 | $42.9 萬 | 0.01% | −239−15.8% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 1,295 | $43.5 萬 | 0.01% | −3−0.2% | 減碼 |
| Redpoint Investment Management Pty Ltd | 1,320 | $44.3 萬 | 0.07% | −339−20.4% | 減碼 |
| Keybank National Association | 1,319 | $44.3 萬 | 0.00% | +1,319 | 新進 |
| Dana Investment Advisors, Inc. | 1,326 | $44.5 萬 | 0.03% | −1,540−53.7% | 減碼 |
| Brown Brothers Harriman & Co | 1,324 | $44.5 萬 | 0.00% | +194+17.2% | 加碼 |
| Empirical Finance, LLC | 1,327 | $44.6 萬 | 0.05% | +236+21.6% | 加碼 |
| Segment Wealth Management, LLC | 1,367 | $45.9 萬 | 0.06% | +1,367 | 新進 |
| Vestcor Inc | 1,386 | $46.5 萬 | 0.02% | +18+1.3% | 加碼 |
| Prudential PLC | 1,384 | $46.5 萬 | 0.01% | +154+12.5% | 加碼 |
| BSW Wealth Partners | 1,387 | $46.6 萬 | 0.11% | +57+4.3% | 加碼 |
| Stephens Inc | 1,392 | $46.7 萬 | 0.01% | −103−6.9% | 減碼 |
| Seven Eight Capital, LP | 1,405 | $47.2 萬 | 0.09% | +1,405 | 新進 |
| CFM Wealth Partners LLC | 1,426 | $47.9 萬 | 0.15% | +230+19.2% | 加碼 |
| Metis Global Partners, LLC | 1,451 | $48.7 萬 | 0.08% | +280+23.9% | 加碼 |
| Sunbelt Securities, Inc. | 1,453 | $48.8 萬 | 0.10% | +26+1.8% | 加碼 |
| Modera Wealth Management, LLC | 1,455 | $48.9 萬 | 0.02% | −5−0.3% | 減碼 |
| Michael B. Yongue | 1,462 | $49.1 萬 | 0.48% | +75+5.4% | 加碼 |
| Ballentine Partners, LLC | 1,465 | $49.2 萬 | 0.02% | +139+10.5% | 加碼 |
| AE Wealth Management LLC | 1,467 | $49.3 萬 | 0.00% | −10−0.7% | 減碼 |
| Systematic Alpha Investments, LLC | 1,470 | $49.4 萬 | 0.03% | 00.0% | 不變 |
| Two Sigma Securities, LLC | 1,470 | $49.4 萬 | 0.07% | +63+4.5% | 加碼 |
| Group One Trading, L.P. | 1,470 | $49.4 萬 | 0.02% | +1,470 | 新進 |
| Achmea Investment Management B.V. | 1,499 | $50.4 萬 | 0.02% | 00.0% | 不變 |
| Lyell Wealth Management, LP | 1,515 | $50.9 萬 | 0.09% | −7−0.5% | 減碼 |
| Park Avenue Securities LLC | 1,532 | $51.4 萬 | 0.01% | −312−16.9% | 減碼 |
| Mission Wealth Management, LP | 1,563 | $52.5 萬 | 0.03% | −35−2.2% | 減碼 |
| PAX Financial Group, LLC | 1,574 | $52.9 萬 | 0.14% | +109+7.4% | 加碼 |
| Everence Capital Management Inc | 1,590 | $53.4 萬 | 0.05% | 00.0% | 不變 |
| Welch & Forbes LLC | 1,600 | $53.7 萬 | 0.01% | 00.0% | 不變 |
| Charles Carroll Financial Partners, LLC | 1,600 | $53.7 萬 | 0.87% | +1,600 | 新進 |
| Advisor Partners II, LLC | 1,610 | $54.1 萬 | 0.04% | +1,610 | 新進 |
| Mechanics Bank Trust Department | 1,616 | $54.3 萬 | 0.10% | +79+5.1% | 加碼 |
| Synergy Financial Group, LTD | 1,623 | $54.5 萬 | 0.82% | 00.0% | 不變 |
| LMR Partners LLP | 1,626 | $54.6 萬 | 0.01% | +1,626 | 新進 |
| Corient Capital Partners, LLC | 1,386 | $54.7 萬 | 0.04% | 00.0% | 不變 |
| Pier 88 Investment Partners LLC | 1,675 | $56.2 萬 | 0.13% | −1,835−52.3% | 減碼 |
| Hancock Whitney Corp | 1,732 | $58.2 萬 | 0.02% | +2+0.1% | 加碼 |
| DMG Group, LLC | 1,641 | $58.2 萬 | 0.70% | +88+5.7% | 加碼 |
| Fulton Bank, N.A. | 1,753 | $58.8 萬 | 0.04% | +103+6.2% | 加碼 |
| Symmetry Partners, LLC | 1,774 | $59.6 萬 | 0.04% | −1,240−41.1% | 減碼 |
| Diversified Trust Co | 1,786 | $60.0 萬 | 0.03% | +354+24.7% | 加碼 |
| Byrne Asset Management LLC | 1,792 | $60.2 萬 | 0.46% | +1,702+1,891.1% | 加碼 |
| AIA Group Ltd | 1,795 | $60.3 萬 | 0.04% | +58+3.3% | 加碼 |
| Montecito Bank & Trust | 1,816 | $61.0 萬 | 0.16% | 00.0% | 不變 |
| Rehmann Capital Advisory Group | 1,818 | $61.0 萬 | 0.07% | −47−2.5% | 減碼 |
| Boston Family Office LLC | 1,841 | $61.8 萬 | 0.05% | +775+72.7% | 加碼 |
| Intech Investment Management LLC | 1,927 | $64.7 萬 | 0.00% | +293+17.9% | 加碼 |
| Community Capital Management, Inc. | 1,975 | $66.3 萬 | 0.87% | +225+12.9% | 加碼 |
| Allstate Corp | 2,001 | $67.2 萬 | 0.02% | −170−7.8% | 減碼 |
| Altman Advisors, Inc. | 2,007 | $67.4 萬 | 0.43% | −32−1.6% | 減碼 |
| Millennium Management LLC | 2,022 | $67.9 萬 | 0.00% | −13,686−87.1% | 減碼 |
| Cerity Partners LLC | 2,055 | $69.0 萬 | 0.01% | +936+83.6% | 加碼 |
| M&T Bank Corp | 2,081 | $69.9 萬 | 0.00% | −60−2.8% | 減碼 |
| Stamos Capital Partners, L.P. | 2,090 | $70.2 萬 | 0.18% | +2,090 | 新進 |
| Ramiah Investment Group | 2,093 | $70.3 萬 | 1.47% | +351+20.1% | 加碼 |
| Bank of Nova Scotia | 2,100 | $70.5 萬 | 0.00% | −9,053−81.2% | 減碼 |
| Klingenstein Fields & Co LP | 2,100 | $70.5 萬 | 0.04% | 00.0% | 不變 |
| Kentucky Retirement Systems Insurance Trust Fund | 2,117 | $71.1 萬 | 0.07% | +106+5.3% | 加碼 |
| MML Investors Services, LLC | 2,131 | $71.6 萬 | 0.01% | −252−10.6% | 減碼 |