SVB FINANCIAL GROUP - 78486Q101
Detailed investor-level table based on 13F positions.
Early Q4 2025 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Douglas Lane & Associates, LLC | History | New | 136,643 | 123 | 0.0% | — | 1 | +136,643 | New | Q1 2023 | Apr 17, 2023 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | New | 117,068 | 105 | 0.0% | — | 2 | +117,068 | New | Q1 2023 | May 12, 2023 |
| BARCLAYS PLC | History | New | 98,855 | 89 | 0.0% | — | 3 | +98,855 | New | Q1 2023 | Mar 30, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 41,498 | 38 | 0.0% | — | 4 | +41,498 | New | Q1 2023 | May 15, 2023 |
| Ronald Blue Trust, Inc. | History | New | 101 | 23 | 0.0% | — | 5 | +101 | New | Q1 2023 | Apr 17, 2023 |
| Rockefeller Capital Management L.P. | History | New | 25,378 | 22 | 0.0% | — | 6 | +25,378 | New | Q1 2023 | May 16, 2023 |
| FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | History | New | 12,102 | 10 | 0.0% | — | 7 | +12,102 | New | Q1 2023 | May 15, 2023 |
| Skandinaviska Enskilda Banken AB (publ) | History | New | 10,489 | 9 | 0.0% | — | 8 | +10,489 | New | Q1 2023 | May 11, 2023 |
| IFP Advisors, Inc | History | New | 39 | 4 | 0.0% | — | 9 | +39 | New | Q1 2023 | Apr 18, 2023 |
| Tower Research Capital LLC (TRC) | History | New | 3,050 | 3 | 0.0% | — | 10 | +3,050 | New | Q1 2023 | May 09, 2023 |
| UMB Bank, n.a. | History | New | 3,176 | 2 | 0.0% | — | 11 | +3,176 | New | Q1 2023 | Apr 11, 2023 |
| HUNTINGTON NATIONAL BANK | History | New | 1,673 | 1 | 0.0% | — | 12 | +1,673 | New | Q1 2023 | May 10, 2023 |
| AMF Tjanstepension AB | History | New | 15,080 | 0 | — | — | — | +15,080 | New | Q1 2023 | Apr 24, 2023 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | New | 14,128 | 0 | — | — | — | +14,128 | New | Q1 2023 | May 12, 2023 |
| E. Ohman J:or Asset Management AB | History | New | 2,700 | 0 | — | — | — | +2,700 | New | Q1 2023 | Apr 05, 2024 |
| JPMORGAN CHASE & CO | History | New | 1,016 | 0 | — | — | — | +1,016 | New | Q1 2023 | May 18, 2023 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | New | 885 | 0 | — | — | — | +885 | New | Q1 2023 | Feb 14, 2024 |
| Horizon Investments, LLC | History | New | 726 | 0 | — | — | — | +726 | New | Q1 2023 | May 15, 2023 |
| Steward Partners Investment Advisory, LLC | History | New | 437 | 0 | — | — | — | +437 | New | Q1 2023 | May 15, 2023 |
| CI INVESTMENTS INC. | History | New | 162 | 0 | — | — | — | +162 | New | Q1 2023 | May 12, 2023 |
| Pacer Advisors, Inc. | History | New | 143 | 0 | — | — | — | +143 | New | Q1 2023 | May 02, 2023 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | New | 101 | 0 | — | — | — | +101 | New | Q1 2023 | May 02, 2023 |
| Twin Tree Management, LP | History | New | 100 | 0 | — | — | — | +100 | New | Q1 2023 | May 10, 2023 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | New | 69 | 0 | — | — | — | +69 | New | Q1 2023 | May 11, 2023 |
| CULLEN/FROST BANKERS, INC. | History | New | 29 | 0 | — | — | — | +29 | New | Q1 2023 | May 05, 2023 |
| EARNEST PARTNERS LLC | History | New | 21 | 0 | — | — | — | +21 | New | Q1 2023 | May 15, 2023 |
| Ancora Advisors, LLC | History | New | 16 | 0 | — | — | — | +16 | New | Q1 2023 | May 16, 2023 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 14 | 0 | — | — | — | +14 | New | Q1 2023 | May 15, 2023 |
| MASSMUTUAL TRUST CO FSB/ADV | History | New | 12 | 0 | — | — | — | +12 | New | Q1 2023 | Apr 11, 2023 |
| ASSETMARK, INC | History | New | 10 | 0 | — | — | — | +10 | New | Q1 2023 | May 05, 2023 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2023 | May 15, 2023 |
| Russell Investments Group, Ltd. | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2023 | May 09, 2023 |