Dark
Light
System
Security
SVB Financial Group
SVB Financial Group. Institutional holdings reported to the SEC.

Institutional Holders (2014Q4)
Portfolio Summary: 10 Institutional holders with a total value of $61,658,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 STRATTON MANAGEMENT CO 252,850 29,348,000 47.60%
2 SCOUT INVESTMENTS, INC. 202,917 23,553,000 38.20%
3 Convergence Investment Partners, LLC 30,140 3,498,000 5.67%
4 J.P. Morgan Private Wealth Advisors LLC 14,645 1,700,000 2.76%
5 COOKE & BIELER LP 9,575 1,111,000 1.80%
6 WINSLOW ASSET MANAGEMENT INC 6,619 768,000 1.25%
7 Ipswich Investment Management Co., Inc. 4,450 517,000 0.84%
8 World Asset Management Inc 4,056 471,000 0.76%
9 Ascent Wealth Partners, LLC 3,765 437,000 0.71%
10 New England Research & Management, Inc. 2,200 255,000 0.41%

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.