S&P 500   5,061.82
DOW   37,735.11
QQQ   431.06
5 Small-Cap Energy Stocks Surged in Price and Volume on Friday
Novo Nordisk Arms Wegovy to Be a Triple Threat
Vital Farms Rides the Pasture-Raised Egg Trend to the Bank
3 Energy Plays for Cash Flow: Buy 1 or Buy Them All
M&T Bank, Goldman Sachs rise; Salesforce, Tesla fall, Monday, 4/15/2024
When Will the Next Bull Market Be?
Global smartphone shipments climb nearly 8% in 1st quarter as Samsung retakes the lead
S&P 500   5,061.82
DOW   37,735.11
QQQ   431.06
5 Small-Cap Energy Stocks Surged in Price and Volume on Friday
Novo Nordisk Arms Wegovy to Be a Triple Threat
Vital Farms Rides the Pasture-Raised Egg Trend to the Bank
3 Energy Plays for Cash Flow: Buy 1 or Buy Them All
M&T Bank, Goldman Sachs rise; Salesforce, Tesla fall, Monday, 4/15/2024
When Will the Next Bull Market Be?
Global smartphone shipments climb nearly 8% in 1st quarter as Samsung retakes the lead
S&P 500   5,061.82
DOW   37,735.11
QQQ   431.06
5 Small-Cap Energy Stocks Surged in Price and Volume on Friday
Novo Nordisk Arms Wegovy to Be a Triple Threat
Vital Farms Rides the Pasture-Raised Egg Trend to the Bank
3 Energy Plays for Cash Flow: Buy 1 or Buy Them All
M&T Bank, Goldman Sachs rise; Salesforce, Tesla fall, Monday, 4/15/2024
When Will the Next Bull Market Be?
Global smartphone shipments climb nearly 8% in 1st quarter as Samsung retakes the lead
S&P 500   5,061.82
DOW   37,735.11
QQQ   431.06
5 Small-Cap Energy Stocks Surged in Price and Volume on Friday
Novo Nordisk Arms Wegovy to Be a Triple Threat
Vital Farms Rides the Pasture-Raised Egg Trend to the Bank
3 Energy Plays for Cash Flow: Buy 1 or Buy Them All
M&T Bank, Goldman Sachs rise; Salesforce, Tesla fall, Monday, 4/15/2024
When Will the Next Bull Market Be?
Global smartphone shipments climb nearly 8% in 1st quarter as Samsung retakes the lead

SVB Financial Group (SIVPQ) Institutional Ownership

$0.25
0.00 (0.00%)
(As of 04/15/2024 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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Skip Chart & View Institutional Buying and Selling Data

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%
3/10/2023Victory 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%
2/24/2023Natixis6,598$1.52M0.0%+81.4%0.011%
2/21/2023Macquarie Group Ltd.3,179$732K0.0%+9.5%0.005%
2/21/2023Graphene Investments SAS12,600$2.90M2.0%N/A0.021%
2/21/2023Northwestern Mutual Wealth Management Co.5,912$1.36M0.0%-3.2%0.010%
2/21/2023B. Riley Wealth Advisors Inc.1,224$282K0.0%-4.0%0.002%
2/21/2023Northwestern Mutual Investment Management Company LLC1,852$426K0.0%-15.6%0.003%
2/21/2023National Pension Service100,795$23.20M0.0%+24.6%0.171%
2/17/2023Truist Financial Corp18,951$4.36M0.0%-16.7%0.032%
2/16/2023Axxcess Wealth Management LLC922$212K0.0%N/A0.002%
2/16/2023Alliancebernstein L.P.627,390$144.39M0.1%-0.3%1.062%
2/15/2023rhino investment partners Inc33,450$7.70M3.3%N/A0.057%
2/15/2023Public Employees Retirement System of Ohio30,724$7.07M0.0%-16.5%0.052%
2/15/2023Steward Partners Investment Advisory LLC437$101K0.0%-16.0%0.001%
2/15/2023CI Private Wealth LLC43,368$9.98M0.0%N/A0.073%
2/15/2023MetLife Investment Management LLC16,917$3.89M0.0%-1.8%0.029%
2/15/2023State of Tennessee Treasury Department8,893$2.05M0.0%-7.4%0.015%
2/15/2023 Salem Investment Counselors Inc.2,395$551K0.0%-17.0%0.004%
2/15/2023Apollon Wealth Management LLC1,023$235K0.0%N/A0.002%
2/15/2023Utah Retirement Systems10,439$2.40M0.0%-0.5%0.018%
2/15/2023Pier 88 Investment Partners LLC185$43K0.0%-89.0%0.000%
2/15/2023Captrust Financial Advisors4,597$1.06M0.0%-9.5%0.008%
2/15/2023Ashford Capital Management Inc.3,637$837K0.1%-22.7%0.006%
2/15/2023Gamco Investors INC. ET AL3,602$829K0.0%-10.6%0.006%
2/15/2023Cerity Partners LLC4,247$977K0.0%+106.7%0.007%
2/15/2023State of Wisconsin Investment Board37,396$8.61M0.0%+12.0%0.063%
2/15/2023Syntax Advisors LLC942$217K0.2%N/A0.002%
2/15/2023Schonfeld Strategic Advisors LLC14,644$3.37M0.0%N/A0.025%
2/15/2023T. Rowe Price Investment Management Inc.219,188$50.44M0.0%+91.8%0.371%
2/15/2023Legal & General Group Plc352,944$81.23M0.0%-5.7%0.597%
2/15/2023Liontrust Investment Partners LLP59,564$13.71M0.2%+33.7%0.101%
2/15/2023Mackenzie Financial Corp13,929$3.21M0.0%+35.7%0.024%
2/15/2023Millennium Management LLC152,412$35.08M0.0%-7,097.8%0.258%
2/15/2023Money Concepts Capital Corp645$148K0.0%-71.1%0.001%
2/15/2023Morgan Stanley1,540,231$354.47M0.0%+28.1%2.606%
2/15/2023Man Group plc188,502$43.38M0.2%+772.6%0.319%
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2/15/2023Mariner LLC5,978$1.38M0.0%+55.1%0.010%
2/15/2023NFJ Investment Group LLC21,638$4.98M0.1%N/A0.037%
2/15/2023Nissay Asset Management Corp Japan ADV28,322$6.52M0.1%-58.6%0.048%
2/15/2023Norges Bank613,190$141.12M0.0%N/A1.037%
2/15/2023First Manhattan Co.3,014$694K0.0%+7.6%0.005%
2/15/2023Fjarde AP Fonden Fourth Swedish National Pension Fund13,802$3.18M0.0%-3.5%0.023%
2/15/2023Fred Alger Management LLC1,747$402K0.0%-91.2%0.003%
2/15/2023Alps Advisors Inc.2,150$495K0.0%-11.5%0.004%
2/15/2023AQR Capital Management LLC3,468$798K0.0%-92.6%0.006%
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%
2/15/2023Axxcess Wealth Management LLC922$212K0.0%N/A0.002%
2/15/2023Caisse DE Depot ET Placement DU Quebec19,448$4.48M0.0%+60.1%0.033%
2/15/2023Jefferies Financial Group Inc.2,445$563K0.0%N/A0.004%
2/14/2023Advisor Partners II LLC1,773$408K0.0%+10.1%0.003%
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%
2/14/2023Price T Rowe Associates Inc. MD395,401$91.00M0.0%+12.8%0.669%
2/14/2023Verition Fund Management LLC1,422$327K0.0%N/A0.002%
2/14/2023Cetera Advisor Networks LLC2,227$513K0.0%N/A0.004%
2/14/2023Cetera Investment Advisers2,573$592K0.0%+198.1%0.004%
2/14/2023Amundi234,891$59.90M0.0%+55.4%0.397%
2/14/2023Marshall Wace LLP3,649$840K0.0%N/A0.006%
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%
2/14/2023Allstate Investment Management Co.1,201$276K0.0%N/A0.002%
2/14/2023Quantinno Capital Management LP2,816$648K0.0%N/A0.005%
2/14/2023Portolan Capital Management LLC29,654$6.83M0.7%N/A0.050%
2/13/2023Pathstone Family Office LLC3,951$910K0.0%-1.0%0.007%
2/13/2023Gyon Technologies Capital Management LP9,044$2.08M0.8%N/A0.015%
2/13/2023Advisors Asset Management Inc.4,422$1.02M0.0%+55.3%0.007%
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%
2/13/2023Charles Schwab Investment Management Inc.323,928$74.55M0.0%+4.9%0.548%
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%
2/13/2023Baird Financial Group Inc.17,646$4.06M0.0%-7.0%0.030%
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%
2/13/2023Bessemer Group Inc.911$210K0.0%-19.2%0.002%
2/13/2023Panagora Asset Management Inc.4,832$1.11M0.0%+121.0%0.008%
2/13/2023Natixis Investment Managers International10,097$2.32M0.2%+803.9%0.017%
2/13/2023Natixis6,598$1.52M0.0%+81.4%0.011%
2/13/2023Ossiam1,014$233K0.0%+136.4%0.002%
2/13/2023Advisors Capital Management LLC21,572$4.97M0.1%N/A0.037%
2/13/2023USS Investment Management Ltd9,497$2.19M0.0%+6.3%0.016%
2/13/2023Wells Fargo & Company MN79,057$18.19M0.0%+0.2%0.134%
2/13/2023Peloton Wealth Strategists8,329$1.92M0.9%+13.0%0.014%
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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%
2/13/2023BI 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%
(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, 669 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 515 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), Norges Bank ($613.19K), and Capital International Investors ($535.92K).

How much institutional buying is happening at SVB Financial Group?

Institutional investors have bought a total of 14,579,162 shares in the last 24 months. This purchase volume represents approximately $4.88B in transactions.

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

Of the 385 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. ($471.86K), Macquarie Group Ltd. ($362.93K), Lord Abbett & CO. LLC ($345.26K), Royal Bank of Canada ($342.51K), Franklin Resources Inc. ($274.84K), and Fred Alger Management LLC ($193.91K).

How much institutional selling is happening at SVB Financial Group?

Institutional investors have sold a total of 7,651,991 shares in the last 24 months. This volume of shares sold represents approximately $2.81B in transactions.


This page (OTCMKTS:SIVPQ) was last updated on 4/16/2024 by MarketBeat.com Staff

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