• Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • Settings
  • RSS Feeds
Quantisnow Logo
  • Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • Settings
  • RSS Feeds
Dashboard
    Quantisnow Logo

    © 2025 quantisnow.com
    Democratizing insights since 2022

    Services
    Live news feedsRSS FeedsAlerts
    Company
    AboutQuantisnow PlusContactJobs
    Legal
    Terms of usePrivacy policyCookie policy

    SEC Form 13F-HR filed by SVB Financial Group

    2/14/24 11:17:32 AM ET
    $SIVB
    Major Banks
    Finance
    Get the next $SIVB alert in real time by email
    SEC FORM 13F-HR

    The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
    The reader should not assume that the information is accurate and complete.

    UNITED STATES SECURITIES AND EXCHANGE COMMISSION
    Washington, D.C. 20549
    FORM 13F

    FORM 13F COVER PAGE

    OMB APPROVAL
    OMB Number: 3235-0006
    Estimated average burden
    hours per response: 23.8

    Report for the Calendar Year or Quarter Ended: 12-31-2023
    Check here if Amendment    Amendment Number:
    This Amendment (Check only one.):    is a restatement.
       adds new holdings entries.
    Institutional Investment Manager Filing this Report:
    Name: SVB Financial Group
    Address: 2270 Sand Hill Road
    Menlo Park, CA  94025
    Form 13F File Number: 028-22964
    CRD Number (if applicable):
    SEC File Number (if applicable): 001-39154

    The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

    Person Signing this Report on Behalf of Reporting Manager:
    Name: Nicholas Grossi
    Title: Interim Chief Financial Officer
    Phone: (312) 601-9052
    Signature, Place, and Date of Signing:
    /s/ Nicholas Grossi Palo Alto,  CA 02-14-2024
    [Signature] [City, State] [Date]
    Report Type (Check only one.):
    X 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.)
       13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).)
       13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)
    Form 13F Summary Page
    Report Summary:
    Number of Other Included Managers: 1
    Form 13F Information Table Entry Total: 14
    Form 13F Information Table Value Total: 112,823,128
    (round to nearest dollar)
    List of Other Included Managers:
    Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.
    [If there are no entries in this list, state “NONE” and omit the column headings and list entries.]
    No. Name Form 13F File No. CRD No. (if applicable) SEC File No. (if applicable) CIK
    1 SVB Capital Management, LLC        

    Get the next $SIVB alert in real time by email

    Chat with this insight

    Save time and jump to the most important pieces.

    Recent Analyst Ratings for
    $SIVB

    DatePrice TargetRatingAnalyst
    3/10/2023Outperform → Mkt Perform
    Raymond James
    3/10/2023$174.00 → $100.00Buy → Hold
    Truist
    3/10/2023Outperform → Peer Perform
    Wolfe Research
    12/5/2022$253.00 → $186.00Equal-Weight → Underweight
    Morgan Stanley
    10/21/2022$400.00 → $265.00Overweight → Neutral
    Piper Sandler
    10/21/2022Buy → Neutral
    Janney
    10/5/2022$493.00 → $351.00Overweight → Equal-Weight
    Morgan Stanley
    9/12/2022Outperform → Perform
    Oppenheimer
    More analyst ratings

    $SIVB
    Press Releases

    Fastest customizable press release news feed in the world

    See more
    • SVB Financial Group Files "First Day Motions" to Support Continued Operations of SVB Capital and SVB Securities and Preserve Value for Stakeholders

      SANTA CLARA, Calif., March 20, 2023 /PRNewswire/ -- SVB Financial Group ("the Company") (NASDAQ:SIVB) today announced that it has filed a number of "First Day Motions" seeking authorization from the United States Bankruptcy Court for the Southern District of New York to support the continued operations of the Company's SVB Capital and SVB Securities businesses and preserve value for the benefit of stakeholders. These motions seek court authorization, among other things, to provide for the continued separation of these business operations from Silicon Valley Bridge Bank, N.A., ensure access to cash, enable cash management systems, and protect valuable tax attributes. 

      3/20/23 8:00:00 AM ET
      $SIVB
      Major Banks
      Finance
    • SVB Financial Group Commences Chapter 11 Proceeding to Preserve Value

      SVB Securities and SVB Capital's Funds and General Partner Entities NOT Included in Chapter 11 Filing Strategic Alternatives Process for SVB Capital and SVB Securities Operations Underway with Significant Interest SANTA CLARA, Calif., March 17, 2023 /PRNewswire/ -- SVB Financial Group ("the Company") (NASDAQ:SIVB) today announced that it has filed a voluntary petition for a court-supervised reorganization under Chapter 11 in the United States Bankruptcy Court for the Southern District of New York to preserve value. SVB Securities and SVB Capital's funds and general partner ent

      3/17/23 8:00:00 AM ET
      $SIVB
      Major Banks
      Finance
    • SVB FINANCIAL GROUP TO EXPLORE STRATEGIC ALTERNATIVES

      Operations Continuing at SVB Capital and SVB Securities SANTA CLARA, Calif., March 13, 2023 /PRNewswire/ -- SVB Financial Group ("SVBFG") (NASDAQ: SIVB) announced today that its Board of Directors has appointed a restructuring committee consisting of five independent directors to explore strategic alternatives for the holding company and its SVB Capital and SVB Securities businesses, as well as its other assets and investments. Both of these businesses are separate divisions of SVBFG and not part of Silicon Valley Bank, which is undergoing resolution under the jurisdiction of the Federal Deposit Insurance Corporation ("FDIC") and Federal Reserve.

      3/13/23 8:00:00 AM ET
      $SIVB
      Major Banks
      Finance

    $SIVB
    SEC Filings

    See more
    • SEC Form 13F-HR filed by SVB Financial Group

      13F-HR - SVB FINANCIAL GROUP (0000719739) (Filer)

      2/14/24 11:17:32 AM ET
      $SIVB
      Major Banks
      Finance
    • SVB Financial Group filed SEC Form 8-K: Regulation FD Disclosure

      8-K - SVB FINANCIAL GROUP (0000719739) (Filer)

      2/8/24 8:06:31 PM ET
      $SIVB
      Major Banks
      Finance
    • SVB Financial Group filed SEC Form 8-K: Regulation FD Disclosure

      8-K - SVB FINANCIAL GROUP (0000719739) (Filer)

      2/1/24 4:31:55 PM ET
      $SIVB
      Major Banks
      Finance

    $SIVB
    Analyst Ratings

    Analyst ratings in real time. Analyst ratings have a very high impact on the underlying stock. See them live in this feed.

    See more
    • SVB Financial Group downgraded by Raymond James

      Raymond James downgraded SVB Financial Group from Outperform to Mkt Perform

      3/10/23 8:10:38 AM ET
      $SIVB
      Major Banks
      Finance
    • SVB Financial Group downgraded by Truist with a new price target

      Truist downgraded SVB Financial Group from Buy to Hold and set a new price target of $100.00 from $174.00 previously

      3/10/23 8:09:49 AM ET
      $SIVB
      Major Banks
      Finance
    • SVB Financial Group downgraded by Wolfe Research

      Wolfe Research downgraded SVB Financial Group from Outperform to Peer Perform

      3/10/23 8:09:16 AM ET
      $SIVB
      Major Banks
      Finance

    $SIVB
    Financials

    Live finance-specific insights

    See more

    $SIVB
    Leadership Updates

    Live Leadership Updates

    See more
    • Direct Digital Holdings Announces New $5 Million Revolving Credit Facility with Silicon Valley Bank

      HOUSTON, Feb. 21, 2023 /PRNewswire/ -- Direct Digital Holdings, Inc. (NASDAQ:DRCT) ("Direct Digital Holdings" or the "Company"), a leading advertising and marketing technology platform operating through its companies Colossus Media, LLC ("Colossus SSP"), Huddled Masses LLC ("Huddled Masses") and Orange142, LLC ("Orange142"), is pleased to announce its entry into the $5 million revolving credit facility with Silicon Valley Bank, as filed with the SEC on a Form 8-K on January 11, 2023.  In addition to the principal amount of $5 million, Direct Digital Holdings has access to an additional $2.5 million incremental revolving facility, subject to the lender's consent, which may increase the aggreg

      2/21/23 9:00:00 AM ET
      $DRCT
      $SIVB
      Advertising
      Consumer Discretionary
      Major Banks
      Finance
    • SVB Confirms Date and Time of Quarterly Earnings Call

      SANTA CLARA, Calif., Jan. 5, 2023 /PRNewswire/ -- SVB (NASDAQ:SIVB), the financial partner for the innovation economy, will report its financial results for the quarter ended December 31, 2022, on Thursday, January 19, 2023, after the close of the stock market. The Company will file its quarterly financial results with the SEC via form 8-K and issue an advisory release via newswire containing a link to its full financial results, which will be also posted on the Investor Relations section of its website at https://ir.svb.com Conference call:  Thursday, January 19, 2023, at 3:00 p.m. Pacific Time Dial-in information: 1 (888) 330-3016 or 1 (646) 960-0828, Confirmation 5682116 Live audio webcas

      1/5/23 5:36:00 PM ET
      $SIVB
      Major Banks
      Finance
    • SVB Announces Availability of Financial Results

      SANTA CLARA, Calif., Oct. 20, 2022 /PRNewswire/ -- SVB (NASDAQ:SIVB), the financial partner for the innovation economy, released its financial results for the quarter ended September 30, 2022.  Please visit SVB's Investor Relations website at https://ir.svb.com to view the earnings release, presentation, and CEO letter. Conference call:  The Company will host a webcast and conference call at 3:00 p.m. Pacific Time today to discuss the results. Audio webcast:  The audio webcast can be accessed via SVB's investor relations website at https://ir.svb.com. Dial-in information: 1 (888) 330-3016 or 1 (646) 960-0828, Confirmation 5682116 Replay:  A replay of the call/webcast will be available at htt

      10/20/22 4:23:00 PM ET
      $SIVB
      Major Banks
      Finance
    • Silicon Valley Bank Appoints New Leadership to Support Innovation Economy Clients

      Ashraf Hebela to lead Technology & Healthcare Banking; Lewis Hower to lead Startup Banking SANTA CLARA, Calif., Feb. 8, 2023 /PRNewswire/ -- Silicon Valley Bank, the bank of the world's most innovative companies and investors, today announced that Ashraf Hebela has been named the new Head of Technology & Healthcare Banking for North America. He succeeds Dave Sabow who SVB recently named as CEO of Silicon Valley Bank UK and Head of EMEA, pending regulatory approval. The company also announced that Lewis Hower will step up to lead Startup Banking. "As we continue to support com

      2/8/23 8:00:00 AM ET
      $SIVB
      Major Banks
      Finance
    • SVB Hires Kim Olson as Chief Risk Officer

      SANTA CLARA, Calif., Jan. 4, 2023 /PRNewswire/ -- SVB, the financial partner of the innovation economy and parent of Silicon Valley Bank, today announced the appointment of Kim Olson as Chief Risk Officer (CRO). In this role, Olson will lead the Risk function and team, developing and maintaining SVB's risk management framework and a culture of risk management across the company. "Kim's deep and multi-faceted financial services experience as a senior risk leader and former regulator and bank supervisor positions her perfectly to actively manage SVB's financial and non-financial

      1/4/23 8:00:00 AM ET
      $SIVB
      Major Banks
      Finance
    • SVB Appoints New Leadership for SVB Private and Silicon Valley Bank UK

      SANTA CLARA, Calif., Dec. 5, 2022 /PRNewswire/ -- SVB Financial Group (SVB) today announced that Erin Platts has been appointed President of SVB Private and David Sabow has been named CEO of Silicon Valley Bank UK and Head of EMEA, pending UK regulatory approval. Both long-term SVB employees, Platts and Sabow will bring their SVB and innovation economy leadership experience to key growth areas for the company. Upon the transition to their new roles expected in Q2 2023, Platts will also join SVB's executive committee. SVB is the financial partner of the global innovation econom

      12/5/22 7:00:00 AM ET
      $SIVB
      Major Banks
      Finance

    $SIVB
    Insider Trading

    Insider transactions reveal critical sentiment about the company from key stakeholders. See them live in this feed.

    See more
    • SEC Form 3 filed by new insider Panagos Steven G

      3 - SVB FINANCIAL GROUP (0000719739) (Issuer)

      7/27/23 4:16:30 PM ET
      $SIVB
      Major Banks
      Finance
    • SEC Form 3 filed by new insider Parker C. Allen

      3 - SVB FINANCIAL GROUP (0000719739) (Issuer)

      7/27/23 4:11:48 PM ET
      $SIVB
      Major Banks
      Finance
    • SEC Form 4 filed by Daniels Richard Devon

      4 - SVB FINANCIAL GROUP (0000719739) (Issuer)

      6/23/23 6:55:33 PM ET
      $SIVB
      Major Banks
      Finance

    $SIVB
    Large Ownership Changes

    This live feed shows all institutional transactions in real time.

    See more
    • SEC Form SC 13G/A filed by SVB Financial Group (Amendment)

      SC 13G/A - SVB FINANCIAL GROUP (0000719739) (Subject)

      1/17/24 9:53:53 AM ET
      $SIVB
      Major Banks
      Finance
    • SEC Form SC 13G filed by SVB Financial Group

      SC 13G - SVB FINANCIAL GROUP (0000719739) (Subject)

      3/31/23 2:22:22 PM ET
      $SIVB
      Major Banks
      Finance
    • SEC Form SC 13G/A filed by SVB Financial Group (Amendment)

      SC 13G/A - SVB FINANCIAL GROUP (0000719739) (Subject)

      2/10/23 12:23:28 PM ET
      $SIVB
      Major Banks
      Finance