Skip to main content

Silvercrest Asset Management Group Inc.

SAMG
Exchange
Nasdaq
Industry
Investment Advice
SEC CIK
0001549966

No open-market purchases or sales by Silvercrest Asset Management Group Inc. insiders were filed in the last 90 days; 98 institutions reported holding it in 13F filings for Q2 2026, worth $46.9M in total; no superinvestor holds it.

13F holders, Q3 2021

Institutional positions in Silvercrest Asset Management Group Inc. as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
56
−9 vs. Q2 2021
Shares held
6.41M
−165.6K (−2.5%) vs. Q2 2021
Total value
$99.8M
+$971.3K (+1.0%) vs. Q2 2021
New holders
3
15 more added
Sold out
12
22 more reduced

Compare with Q2 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting SAMG on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ3 2021: 56 institutions
Q1 2021: 68 institutionsQ2 2021: 65 institutionsQ3 2021: 56 institutionsQ4 2021: 55 institutionsQ1 2022: 60 institutionsQ2 2022: 77 institutionsQ3 2022: 77 institutionsQ4 2022: 82 institutionsQ1 2023: 85 institutionsQ2 2023: 87 institutionsQ3 2023: 84 institutionsQ4 2023: 82 institutionsQ1 2024: 77 institutionsQ2 2024: 78 institutionsQ3 2024: 79 institutionsQ4 2024: 74 institutionsQ1 2025: 77 institutionsQ2 2025: 81 institutionsQ3 2025: 89 institutionsQ4 2025: 82 institutionsQ1 2026: 94 institutionsQ2 2026: 98 institutions
Value heldQ3 2021: $99.8M
Q1 2021: $96.9MQ2 2021: $98.8MQ3 2021: $99.8MQ4 2021: $114.1MQ1 2022: $136.7MQ2 2022: $118.5MQ3 2022: $114.9MQ4 2022: $128.2MQ1 2023: $123.5MQ2 2023: $135.7MQ3 2023: $104.7MQ4 2023: $112.5MQ1 2024: $102.9MQ2 2024: $101.2MQ3 2024: $111.8MQ4 2024: $116.8MQ1 2025: $99.2MQ2 2025: $84.9MQ3 2025: $79.4MQ4 2025: $72.3MQ1 2026: $61.1MQ2 2026: $46.9M
Institutions holding SAMG and their total value by quarter
QuarterHoldersValue
Q2 202698$46.9M
Q1 202694$61.1M
Q4 202582$72.3M
Q3 202589$79.4M
Q2 202581$84.9M
Q1 202577$99.2M
Q4 202474$116.8M
Q3 202479$111.8M
Q2 202478$101.2M
Q1 202477$102.9M
Q4 202382$112.5M
Q3 202384$104.7M
Q2 202387$135.7M
Q1 202385$123.5M
Q4 202282$128.2M
Q3 202277$114.9M
Q2 202277$118.5M
Q1 202260$136.7M
Q4 202155$114.1M
Q3 202156$99.8M
Q2 202165$98.8M
Q1 202168$96.9M

Institutions, Q3 2021

Shares, value and share of portfolio for each institution holding Silvercrest Asset Management Group Inc.; share changes are against Q2 2021.

Institutions holding SAMG in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Capital Management Corp823,585$12.8M2.80%+127,312+18.3%Added
Royce & Associates LP758,000$11.8M0.09%00.0%Unchanged
Punch & Associates Investment Management, Inc.490,630$7.64M0.44%+325+0.1%Added
Vanguard Group Inc452,820$7.05M0.00%+19,574+4.5%Added
Boston Partners446,341$6.95M0.01%−36,620−7.6%Reduced
Pacific Ridge Capital Partners, LLC405,819$6.32M1.17%−24,143−5.6%Reduced
Wellington Management Group LLP371,900$5.79M0.00%00.0%Unchanged
Banc Funds Co LLC275,095$4.29M0.33%−73,942−21.2%Reduced
Perritt Capital Management Inc271,775$4.23M2.32%+250+0.1%Added
Keeley-Teton Advisors, LLC241,693$3.77M0.41%−584−0.2%Reduced
Renaissance Technologies LLC219,287$3.42M0.00%−28,400−11.5%Reduced
Invenomic Capital Management LP178,850$2.79M0.99%+98,234+121.9%Added
Victory Capital Management Inc164,339$2.56M0.00%−91−0.1%Reduced
Dimensional Fund Advisors LP154,231$2.40M0.00%+6,291+4.3%Added
Cary Street Partners Asset Management LLC127,856$1.99M0.70%−3,194−2.4%Reduced
Millennium Management LLC118,574$1.85M0.00%−52,726−30.8%Reduced
BlackRock Inc.97,306$1.52M0.00%+31,571+48.0%Added
Globeflex Capital L P93,044$1.45M0.32%00.0%Unchanged
Geode Capital Management, LLC79,343$1.24M0.00%+6,152+8.4%Added
Teton Advisors, Inc.74,000$1.15M0.17%00.0%Unchanged
Bridgeway Capital Management, LLC63,177$984.0K0.02%00.0%Unchanged
Hillsdale Investment Management Inc.62,200$969.0K0.07%+500+0.8%Added
Two Sigma Advisers, LP36,200$564.0K0.00%+36,200New
Bank of New York Mellon Corp35,887$559.0K0.00%+1,513+4.4%Added
Morgan Stanley29,228$456.0K0.00%+3,774+14.8%Added
Ergoteles LLC27,809$433.0K0.02%−291−1.0%Reduced
HRT Financial LP26,463$412.0K0.00%−937−3.4%Reduced
HM Payson & Co25,350$395.0K0.01%−1,026−3.9%Reduced
Two Sigma Investments, LP24,290$378.0K0.00%+24,290New
Wilbanks Smith & Thomas Asset Management LLC22,614$352.0K0.01%00.0%Unchanged
Susquehanna International Group, LLP21,284$332.0K0.00%+21,284New
Delphi Management Inc20,072$313.0K0.32%−1,122−5.3%Reduced
Golden Gate Private Equity, Inc.19,522$304.0K0.05%00.0%Unchanged
Bank of America Corp18,050$281.0K0.00%+5,579+44.7%Added
Stifel Financial Corp17,513$273.0K0.00%+6,726+62.4%Added
Northern Trust Corp16,572$259.0K0.00%−831−4.8%Reduced
State Street Corp15,599$243.0K0.00%00.0%Unchanged
Goldman Sachs Group Inc14,719$229.0K0.00%−25,190−63.1%Reduced
Roberts Glore & Co Inc13,449$210.0K0.06%00.0%Unchanged
Barclays PLC13,229$207.0K0.00%−2,826−17.6%Reduced
Verition Fund Management LLC12,000$187.0K0.00%00.0%Unchanged
O'Shaughnessy Asset Management, LLC6,317$98.0K0.00%+5,073+407.8%Added
UBS Group AG6,079$95.0K0.00%−453−6.9%Reduced
Acadian Asset Management LLC4,496$70.0K0.00%−2,436−35.1%Reduced
Advisor Group Holdings, Inc.4,346$67.0K0.00%+1,924+79.4%Added
Covington Capital Management2,000$31.0K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC1,800$28.0K0.01%00.0%Unchanged
JPMorgan Chase & Co702$11.0K0.00%−16,458−95.9%Reduced
Meeder Asset Management Inc478$7.00K0.00%−70−12.8%Reduced
Spire Wealth Management363$6.00K0.00%00.0%Unchanged
Federated Hermes, Inc.316$5.00K0.00%00.0%Unchanged
Wells Fargo & Company252$4.00K0.00%−3−1.2%Reduced
BNP Paribas Arbitrage, SA100$1.56K0.00%−16−13.8%Reduced
Tower Research Capital LLC (TRC)1$00.00%−1,314−99.9%Reduced
FMR LLC1$00.00%00.0%Unchanged
Deutsche Bank AG2$00.00%00.0%Unchanged
Russell Investments Group, Ltd.0$00.00%−181,455−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−33,215−100.0%Sold out
Mesirow Financial Investment Management, Inc.0$00.00%−29,075−100.0%Sold out
Tibra Equities Europe Ltd0$00.00%−21,300−100.0%Sold out
Janney Montgomery Scott LLC0$00.00%−12,192−100.0%Sold out
Hancock Whitney Corp0$00.00%−10,569−100.0%Sold out
Panagora Asset Management Inc0$00.00%−823−100.0%Sold out
State of Wyoming0$00.00%−398−100.0%Sold out
Royal Bank of Canada0$00.00%−287−100.0%Sold out
New York State Common Retirement Fund0$00.00%−80−100.0%Sold out
Raffa Wealth Management, LLC0$00.00%−37−100.0%Sold out
Citigroup Inc0$00.00%−22−100.0%Sold out