SVB Financial Group (SIVPQ) Institutional Ownership

$0.25
0.00 (0.00%)
(As of 05/7/2024 ET)

Institutional Ownership Changes (13F Filings) for SVB Financial Group (OTCMKTS:SIVPQ)

Current
Institutional Ownership
Percentage
92.35%
Number of
Institutional Buyers
(last 12 months)
1
Total
Institutional Inflows
(last 12 months)
$56.56K
Number of
Institutional Sellers
(last 12 months)
1
Total
Institutional Outflows
(last 12 months)
$32.32K
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SIVPQ Institutional Buying and Selling by Quarter

SVB Financial Group Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/19/2023 Douglas Lane & Associates LLC80,917$42K0.0%-40.8%0.137%
5/16/2023Basswood Capital Management L.L.C.63,197$57K0.0%N/A0.107%
3/10/2023 Victory Capital Management Inc.25,160$5.79M0.0%-94.5%0.043%
3/6/2023Rockefeller Capital Management L.P.1,884$432K0.0%-87.2%0.003%
2/28/2023Voya Investment Management LLC31,506$7.25M0.0%+1.7%0.053%
2/21/2023 Graphene Investments SAS12,600$2.90M2.0%N/A0.021%
2/21/2023National Pension Service100,795$23.20M0.0%+24.6%0.171%
2/15/2023Utah Retirement Systems10,439$2.40M0.0%-0.5%0.018%
2/15/2023Ambassador Advisors LLC6,693$1.54M0.3%-34.8%0.011%
2/15/2023Azora Capital LP245,791$56.57M8.5%+199.6%0.416%
2/14/2023Alyeska Investment Group L.P.108,281$24.92M0.3%N/A0.183%
2/14/2023Junto Capital Management LP37,074$8.53M0.2%N/A0.063%
2/14/2023Ulysses Management LLC5,000$1.15M0.3%N/A0.008%
2/14/2023Two Sigma Advisers LP523,154$120.40M0.3%N/A0.885%
2/14/2023Two Sigma Investments LP485,620$111.76M0.4%N/A0.822%
2/14/2023Portolan Capital Management LLC29,654$6.83M0.7%N/A0.050%
2/13/2023Gyon Technologies Capital Management LP9,044$2.08M0.8%N/A0.015%
2/13/2023Prio Wealth Limited Partnership7,601$1.75M0.1%N/A0.013%
2/13/2023First Republic Investment Management Inc.36,325$8.36M0.0%-68.3%0.061%
2/13/2023Deutsche Bank AG605,680$139.39M0.1%+36.7%1.025%
2/13/2023Johnson Financial Group Inc.594$137K0.0%-6.8%0.001%
2/13/2023Public Employees Retirement Association of Colorado115,364$26.55M0.1%-34.4%0.195%
2/13/2023Epoch Investment Partners Inc.61,211$14.09M0.1%-65.0%0.104%
2/13/2023Gamco Investors INC. ET AL3,602$829K0.0%-10.6%0.006%
2/13/2023Natixis Investment Managers International10,097$2.32M0.2%+803.9%0.017%
2/13/2023Ossiam1,014$233K0.0%+136.4%0.002%
2/13/2023 Advisors Capital Management LLC21,572$4.97M0.1%N/A0.037%
2/13/2023USS Investment Management Ltd9,497$2.19M0.0%+6.3%0.016%
2/13/2023Peloton Wealth Strategists8,329$1.92M0.9%+13.0%0.014%
2/13/2023Barclays PLC119,362$27.47M0.0%+26.0%0.202%
2/13/2023Renaissance Technologies LLC719,930$165.69M0.2%+336.2%1.218%
2/13/2023The Manufacturers Life Insurance Company43,025$9.90M0.0%-67.7%0.073%
2/13/2023Credit Suisse AG133,940$30.83M0.0%+27.2%0.227%
2/13/2023Neuberger Berman Group LLC533,289$122.73M0.1%+0.7%0.902%
2/13/2023Geode Capital Management LLC1,251,764$287.58M0.0%+3.6%2.118%
2/13/2023Stamos Capital Partners L.P.4,270$983K0.3%+104.3%0.007%
2/13/2023 BI Asset Management Fondsmaeglerselskab A S14,723$3.39M0.1%+1,878.9%0.025%
2/13/2023American Century Companies Inc.317,007$72.96M0.1%+66.4%0.536%
2/13/2023Commonwealth of Pennsylvania Public School Empls Retrmt SYS9,991$2.30M0.0%+15.6%0.017%
2/13/2023CIBC Private Wealth Group LLC499,392$114.72M0.2%+12.3%0.845%
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2/13/2023 Bridges Investment Management Inc.87,433$20.12M0.7%+20.0%0.148%
2/13/2023JPMorgan Chase & Co.2,513,307$578.41M0.1%-0.2%4.253%
2/13/2023M&T Bank Corp2,637$562K0.0%+26.7%0.004%
2/13/2023Cornercap Investment Counsel Inc.3,591$826K0.1%N/A0.006%
2/13/2023Stieven Capital Advisors L.P.16,475$3.79M0.7%-73.6%0.028%
2/13/2023Korea Investment CORP20,087$4.62M0.0%-82.3%0.034%
2/13/2023 Teacher Retirement System of Texas6,635$1.53M0.0%-21.3%0.011%
2/13/2023ING Groep NV9,349$2.15M0.0%N/A0.016%
2/13/2023Quadrant Capital Group LLC494$114K0.0%+109.3%0.001%
2/13/2023BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp85,346$19.64M0.2%+17.2%0.144%
2/10/2023Bank of America Corp DE524,878$120.80M0.0%+3.3%0.888%
2/10/2023Creative Planning5,184$1.19M0.0%+24.6%0.009%
2/10/2023American International Group Inc.17,443$4.01M0.0%+3.1%0.030%
2/10/2023Wade G W & Inc.4,128$950K0.0%+2.0%0.007%
2/10/2023 Amalgamated Bank15,607$3.59M0.0%+1.6%0.026%
2/10/2023PAX Financial Group LLC1,843$424K0.1%+17.1%0.003%
2/10/2023Sei Investments Co.239,005$55.00M0.1%+37.3%0.404%
2/10/2023Schroder Investment Management Group4,753$1.09M0.0%-57.7%0.008%
2/10/2023AXQ Capital LP3,277$754K0.5%N/A0.006%
2/10/2023Connor Clark & Lunn Investment Management Ltd.12,021$2.77M0.0%+390.7%0.020%
2/10/2023John W. Rosenthal Capital Management Inc.11,300$2.60M2.3%-3.4%0.019%
2/10/2023Aviva PLC12,392$1.88M0.0%-18.2%0.021%
2/10/2023Waratah Capital Advisors Ltd.5,366$1.24M0.0%N/A0.009%
2/10/2023TCTC Holdings LLC312$72K0.0%+212.0%0.001%
2/10/2023Franklin Resources Inc.1,500,073$345.23M0.2%+200.8%2.538%
2/10/2023HRT Financial LP4,082$939K0.0%N/A0.007%
2/10/2023Advisor Group Holdings Inc.10,899$2.51M0.0%+0.9%0.018%
2/10/2023Cim LLC30,341$9.58M1.9%+55.1%0.051%
2/10/2023SVB Wealth LLC92,010$21.18M0.3%+1.6%0.156%
2/10/2023PNC Financial Services Group Inc.13,194$3.04M0.0%+6.5%0.022%
2/10/2023Mitsubishi UFJ Trust & Banking Corp34,563$7.95M0.0%+6.7%0.058%
2/10/2023Blair William & Co. IL1,852$426K0.0%-26.1%0.003%
2/10/2023Vanguard Personalized Indexing Management LLC4,222$972K0.0%+81.7%0.007%
2/10/2023Tredje AP fonden11,944$2.75M0.0%-43.6%0.020%
2/10/2023 Commerce Bank3,931$905K0.0%+29.2%0.007%
2/10/2023CI Investments Inc.188,535$43.39M0.2%-17.0%0.319%
2/10/2023Artisan Partners Limited Partnership1,624,103$373.77M0.7%+14.9%2.748%
2/10/2023EagleClaw Capital Managment LLC3,239$745K0.2%-1.5%0.005%
2/10/2023abrdn plc434,710$100.04M0.3%+5.5%0.736%
2/9/2023 Chevy Chase Trust Holdings LLC33,995$7.82M0.0%-5.8%0.058%
2/9/2023Bank of Nova Scotia8,456$1.95M0.0%+302.7%0.014%
2/9/2023William Blair Investment Management LLC47,451$10.92M0.0%-27.2%0.080%
2/9/2023Intech Investment Management LLC1,126$259K0.0%-41.6%0.002%
2/9/2023Tocqueville Asset Management L.P.7,715$1.78M0.0%+11.9%0.013%
2/9/2023Cibc World Markets Corp19,556$4.50M0.0%+100.5%0.033%
2/9/2023Brown Brothers Harriman & Co.1,582$364K0.0%+19.5%0.003%
2/9/2023 Chicago Partners Investment Group LLC792$256K0.0%N/A0.001%
2/9/2023Pinebridge Investments L.P.10,264$2.36M0.0%-4.9%0.017%
2/9/2023First Trust Advisors LP33,276$7.66M0.0%+276.2%0.056%
2/9/2023Middleton & Co. Inc. MA11,209$2.58M0.4%-29.1%0.019%
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2/9/2023 Victory Capital Management Inc.446,283$134.97M0.1%-3.2%0.755%
2/9/2023Dimensional Fund Advisors LP326,898$75.24M0.0%-2.3%0.553%
2/9/2023Charles Carroll Financial Partners LLC1,450$334K0.5%-9.4%0.002%
2/9/2023HST Ventures LLC46,217$10.64M7.5%N/A0.078%
2/9/2023 Principal Financial Group Inc.73,330$16.88M0.0%-7.4%0.124%
2/9/2023 Valeo Financial Advisors LLC961$221K0.0%N/A0.002%
2/9/2023Aviva PLC12,392$2.85M0.0%-18.2%0.021%
2/9/2023 Huntington National Bank4,642$1.07M0.0%-9.0%0.008%
2/9/2023EverSource Wealth Advisors LLC157$36K0.0%+196.2%0.000%
2/9/2023Biondo Investment Advisors LLC24,760$5.70M1.3%-0.4%0.042%
(Data available from 1/1/2016 forward)

SIVPQ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SIVPQ shares?

During the previous two years, 584 institutional investors and hedge funds held shares of SVB Financial Group. The most heavily invested institutionals were Vanguard Group Inc. ($2.18B), BlackRock Inc. ($1.51B), Capital International Investors ($1.37B), State Street Corp ($1.03B), Invesco Ltd. ($710.73M), Alecta Tjanstepension Omsesidigt ($605.61M), and JPMorgan Chase & Co. ($578.41M).Learn more on SIVPQ's institutional investors.

What percentage of SVB Financial Group stock is owned by institutional investors?

92.35% of SVB Financial Group stock is owned by institutional investors. Learn more on SIVPQ's institutional investor holdings.

Which institutional investors have been buying SVB Financial Group stock?

Of the 429 institutional investors that purchased SVB Financial Group stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Franklin Resources Inc. ($1.00M), Artisan Partners Limited Partnership ($865.10K), Alecta Tjanstepension Omsesidigt ($853.60K), Renaissance Technologies LLC ($719.93K), Mirova US LLC ($719.38K), Capital International Investors ($535.92K), and Two Sigma Advisers LP ($523.15K).

How much institutional buying is happening at SVB Financial Group?

Institutional investors have bought a total of 11,780,207 shares in the last 24 months. This purchase volume represents approximately $3.88B in transactions.

Which SVB Financial Group major shareholders have been selling company stock?

Of the 319 institutional investors that sold SVB Financial Group stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Diamond Hill Capital Management Inc. ($570.02K), Victory Capital Management Inc. ($450.99K), Lord Abbett & CO. LLC ($345.26K), Franklin Resources Inc. ($274.84K), Alliancebernstein L.P. ($186.42K), Fred Alger Management LLC ($175.76K), and Handelsbanken Fonder AB ($167.69K).

How much institutional selling is happening at SVB Financial Group?

Institutional investors have sold a total of 6,082,763 shares in the last 24 months. This volume of shares sold represents approximately $2.05B in transactions.


This page (OTCMKTS:SIVPQ) was last updated on 5/7/2024 by MarketBeat.com Staff

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