SVB Financial Group (SIVB) Ownership

0.72 ↑0.00 (0.00%)

As of March 10, 2023, 8:35am EST.

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of SVB Financial Group (SIVB), owning a total of 6.7 million shares. Combined, the top 26 institutional holders of SIVB own 70.12% of the company with a total of 41.5 million shares.

In the latest ownership report on December 31st 2022, the top 26 institutional holders increased their combined ownership of SIVB by 4 million shares. 11 institutions bought 3,996,575 total additional shares and increased their ownership by an average of 209.41%. However 2 institutions sold 2,080 total shares and decreased their ownership by an average of 0.17%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of SVB Financial Group increased by a net total of 3,994,495 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	11.246%	2.401%	6,657,712	156,073	2022-12-31
BlackRock Inc	8.048%	6.077%	4,764,351	272,933	2022-12-31
State Street Corporation	5.207%	0.160%	3,082,695	4,918	2022-12-31
Alecta Pensionsforsakring, Omsesidigt	4.448%	9.344%	2,633,100	225,000	2022-12-31
Artisan Partners Limited Partnership	2.743%	14.928%	1,624,103	210,959	2022-12-31
Franklin Resources Inc	2.534%	200.805%	1,500,073	1,001,387	2022-12-31
Capital World Investors	1.563%	0.000%	925,165	-3	2022-12-31
Adage Capital Partners Gp LLC	1.261%	40.814%	746,202	216,280	2022-12-31
Renaissance Technologies Corp	1.216%	336.242%	719,930	554,900	2022-12-31
Mirova US LLC	1.215%	781.893%	718,972	637,446	2022-12-31
D. E. Shaw & Co LP	1.199%	898.190%	709,633	638,541	2022-12-31
Northern Trust Corp	1.176%	12.645%	696,079	78,138	2022-12-31
AllianceBernstein L.P.	1.060%	-0.330%	627,390	-2,077	2022-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	11.246%	2.401%	6,657,712	156,073	2022-12-31
BlackRock Inc	8.048%	6.077%	4,764,351	272,933	2022-12-31
State Street Corporation	5.207%	0.160%	3,082,695	4,918	2022-12-31
Alecta Pensionsforsakring, Omsesidigt	4.448%	9.344%	2,633,100	225,000	2022-12-31
JPMorgan Chase & Co	4.253%	3.546%	2,517,713	86,209	2022-09-30
Capital Research & Mgmt Co - Division 3	4.248%	-2.302%	2,513,490	-59,232	2022-09-30
Capital Research Global Investors	3.291%	5.017%	1,947,234	93,028	2022-09-30
Artisan Partners Limited Partnership	2.743%	14.928%	1,624,103	210,959	2022-12-31
Franklin Resources Inc	2.534%	200.805%	1,500,073	1,001,387	2022-12-31
Royal Bank of Canada	2.087%	2.678%	1,235,205	32,214	2022-09-30
Geode Capital Management, LLC	2.041%	2.262%	1,208,482	26,732	2022-09-30
Morgan Stanley - Brokerage Accounts	2.031%	-0.716%	1,202,523	-8,676	2022-09-30
Harding Loevner L.P.	1.780%	12.471%	1,053,600	116,821	2022-09-30
Ameriprise Financial Inc	1.713%	26.064%	1,014,219	209,691	2022-09-30
Diamond Hill Capital Management Inc	1.617%	2.398%	956,576	22,404	2022-09-30
Capital World Investors	1.563%	0.000%	925,165	-3	2022-12-31
Adage Capital Partners Gp LLC	1.261%	40.814%	746,202	216,280	2022-12-31
Renaissance Technologies Corp	1.216%	336.242%	719,930	554,900	2022-12-31
Mirova US LLC	1.215%	781.893%	718,972	637,446	2022-12-31
D. E. Shaw & Co LP	1.199%	898.190%	709,633	638,541	2022-12-31
Northern Trust Corp	1.176%	12.645%	696,079	78,138	2022-12-31
Bank of America Corp	1.152%	-4.076%	680,644	-28,920	2022-06-30
Amvescap Plc.	1.110%	-18.090%	656,975	-145,089	2022-09-30
AllianceBernstein L.P.	1.060%	-0.330%	627,390	-2,077	2022-12-31
Ninety One UK Limited	0.946%	-6.516%	559,140	-38,972	2022-06-30
Apg All Pensions Group	0.939%	-9.583%	555,671	-58,895	2022-09-30

Mutual Fund Ownership

Vanguard Total Stock Mkt Idx Inv is the biggest individual fund holder of SVB Financial Group (SIVB), owning a total of 1.8 million shares. Combined, the top 30 mutual fund holders of SIVB own 33.23% of the company with a total of 19.7 million shares.

In the latest ownership report on February 28th 2023, the top 30 fund holders increased their combined ownership of SIVB by 37 thousand shares. 5 funds bought 38,041 total additional shares and increased their ownership by an average of 1.01%. However 2 funds sold 706 total shares and decreased their ownership by an average of 0.07%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding SVB Financial Group increased by a net total of 37,335 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	3.074%	0.422%	1,819,795	7,650	2023-02-28
Vanguard Mid Cap Index Institutional	2.328%	0.106%	1,378,009	1,456	2023-02-28
Vanguard 500 Index Investor	2.320%	0.312%	1,373,668	4,270	2023-02-28
SPDR® S&P 500 ETF Trust	1.055%	-0.067%	624,798	-420	2023-02-28
Champlain Mid Cap Fund, LLC	1.048%	3.506%	620,533	21,020	2023-02-28
iShares Core S&P 500 ETF	0.891%	0.000%	527,547	0	2023-02-28
Financial Select Sector SPDR® ETF	0.855%	0.726%	505,882	3,645	2023-02-28
Vanguard Institutional Index I	0.695%	-0.070%	411,194	-286	2023-02-28

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	3.074%	0.422%	1,819,795	7,650	2023-02-28
Vanguard Instl Ttl Stck Mkt Idx Tr	3.034%	1.808%	1,796,181	31,901	2022-12-31
Vanguard Mid Cap Index Institutional	2.328%	0.106%	1,378,009	1,456	2023-02-28
Vanguard 500 Index Investor	2.320%	0.312%	1,373,668	4,270	2023-02-28
JPMorgan Large Cap Growth I	1.940%	0.000%	1,148,719	0	2023-01-31
Capital Group AMCAP Composite	1.387%	0.000%	820,696	0	2022-09-30
VA CollegeAmerica Amcap 529A	1.389%	0.000%	820,696	0	2022-09-30
Capital Group New Perspective Comp	1.227%	-9.696%	726,023	-77,950	2022-09-30
American Funds New Perspective A	1.228%	-9.696%	726,023	-77,950	2022-09-30
Fidelity® 500 Index	1.093%	-0.132%	646,754	-856	2023-01-31
SPDR® S&P 500 ETF Trust	1.055%	-0.067%	624,798	-420	2023-02-28
Champlain Mid Cap Fund, LLC	1.048%	3.506%	620,533	21,020	2023-02-28
iShares Core S&P 500 ETF	0.891%	0.000%	527,547	0	2023-02-28
American Funds SMALLCAP World A	0.862%	-15.829%	510,500	-96,000	2022-12-31
Financial Select Sector SPDR® ETF	0.855%	0.726%	505,882	3,645	2023-02-28
Vanguard Growth Index Investor	0.838%	0.937%	495,412	4,601	2022-11-30
Franklin Mutual Shares Z	0.749%	11.440%	443,541	45,532	2023-01-31
Mirova Global Sust Eq N/A EUR	0.719%	0.000%	425,905	0	2023-01-31
Mirova Global Sust Eq M/D EUR	0.720%	90.435%	425,905	202,256	2022-12-31
MFS Mid Cap Value Equity	0.695%	131.458%	411,444	233,682	2022-12-31
MFS Mid Cap Value A	0.695%	0.000%	411,444	0	2023-01-31
Vanguard Institutional Index I	0.695%	-0.070%	411,194	-286	2023-02-28
Vanguard Mid-Cap Growth ETF	0.682%	1.701%	402,886	6,740	2022-10-31
Champlain Mid Cap Adv	0.549%	66.667%	325,000	130,000	2022-12-31
Capital Group Growth Fnd of Amer Comp	0.547%	-86.236%	324,095	-2,030,565	2022-12-31
American Funds Growth Fund of Amer A	0.547%	-86.236%	324,095	-2,030,565	2022-12-31
CIBC Disciplined Equity	0.546%	-11.892%	323,345	-43,641	2022-12-31
Invesco S&P 500® Equal Weight ETF	0.530%	0.066%	313,509	208	2023-01-31
Franklin Mutual Beacon Z	0.502%	4.801%	296,818	13,596	2022-12-31
RBC Global Equity Focus Fund F	0.483%	-1.006%	285,516	-2,900	2022-10-31