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