SVB Financial Group (NASDAQ:SIVB)

100.54
Data as of Oct 17
 +1.80 / +1.82%
Today’s Change
91.54
Today|||52-Week Range
135.00
-4.12%
Year-to-Date
Institutional investors hold a majority ownership of SIVB through the 92.90% of the outstanding shares that they control. This interest is also higher than at almost any other company in the Regional Banks industry. Last, during the quarter ended June 2014, these large investors purchased a net $4.6 million shares.
Mutual fund holders55.26%
Other institutional37.64%
Individual stakeholders1.55%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

8/29/2014CREDIT SUISSE AG  Bought 16.7 Thousand shares of SVB Financial Group
9/30/2014GANNETT WELSH & KOTLER LLC  Bought 3.3 Thousand shares of SVB Financial Group
9/30/2014COMMUNITY CAPITAL MANAGEMENT, IN...  Bought 456.00 shares of SVB Financial Group

Top 10 Owners of SVB Financial Group

StockholderStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
The Vanguard Group, Inc.5.92%3,002,942336,599,769+255,922+9.32%
BlackRock Fund Advisors5.66%2,870,025321,701,102+242,437+9.23%
T. Rowe Price Associates, Inc.5.13%2,603,143291,786,299-32,340-1.23%
Harding Loevner LP4.74%2,406,658269,762,295+667,307+38.37%
SSgA Funds Management, Inc.4.10%2,078,189232,944,205+124,529+6.37%
Capital Research & Management Co....3.63%1,843,800206,671,542+47,800+2.66%
Lord, Abbett & Co. LLC3.54%1,797,692201,503,296+757,628+72.84%
Fisher Asset Management LLC2.92%1,480,024165,895,890+54,235+3.80%
Columbia Wanger Asset Management ...2.40%1,219,400136,682,546-61,200-4.78%
AllianceBernstein LP2.32%1,175,746131,789,369+180,200+18.10%

Top 10 Mutual Funds Holding SVB Financial Group

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
American Funds Small Cap World Fu...2.67%1,355,900151,982,83100.00%
T Rowe Price Small Cap Value Fund1.94%983,811110,275,375-3,700-0.37%
American Funds New Economy Fund1.74%882,80098,953,05200.00%
Vanguard Small Cap Index Fund1.71%865,56497,021,069+2,842+0.33%
Columbia Acorn Fund1.66%840,00094,155,60000.00%
T Rowe Price New Horizons Fund1.58%800,90089,772,881-22,400-2.72%
Vanguard Total Stock Market Index...1.56%792,88088,873,919+74,419+10.36%
iShares Core S&P Mid Cap ETF1.52%771,94086,526,755+95,358+14.09%
ClearBridge Small Cap Growth Fund1.22%618,15569,288,994-6,575-1.05%
American Century Heritage Fund1.21%612,08768,608,832-44,700-6.81%

To view my watchlist

Not a member yet?

Sign up now for a free account
Market indexes are shown in real time, except for the DJIA, which is delayed by two minutes. All times are ET. Disclaimer Morningstar: © 2014 Morningstar, Inc. All Rights Reserved. Disclaimer The Dow Jones IndexesSM are proprietary to and distributed by Dow Jones & Company, Inc. and have been licensed for use. All content of the Dow Jones IndexesSM © 2014 is proprietary to Dow Jones & Company, Inc. Chicago Mercantile Association. The market data is the property of Chicago Mercantile Exchange Inc. and its licensors. All rights reserved. FactSet Research Systems Inc. 2014. All rights reserved. Most stock quote data provided by BATS.