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SVB Financial Group
SVB Financial Group. Institutional holdings reported to the SEC.

Institutional Holders (2015Q1)
Portfolio Summary: 9 Institutional holders with a total value of $75,794,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 SCOUT INVESTMENTS, INC. 298,081 37,868,000 49.96%
2 STRATTON MANAGEMENT CO 252,850 32,122,000 42.38%
3 Convergence Investment Partners, LLC 12,682 1,611,000 2.13%
4 COOKE & BIELER LP 11,175 1,420,000 1.87%
5 WINSLOW ASSET MANAGEMENT INC 6,679 849,000 1.12%
6 World Asset Management Inc 4,045 514,000 0.68%
7 Ipswich Investment Management Co., Inc. 3,950 502,000 0.66%
8 Ascent Wealth Partners, LLC 3,855 490,000 0.65%
9 J.P. Morgan Private Wealth Advisors LLC 3,291 418,000 0.55%

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.