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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, Q4 2022

Institutional positions in Silvercrest Asset Management Group Inc. as of Dec 31, 2022. 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
82
+5 vs. Q3 2022
Shares held
6.83M
−196.6K (−2.8%) vs. Q3 2022
Total value
$128.2M
+$13.3M (+11.6%) vs. Q3 2022
New holders
11
26 more added
Sold out
6
33 more reduced

Compare with Q3 2022: 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 holdersQ4 2022: 82 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 heldQ4 2022: $128.2M
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, Q4 2022

Shares, value and share of portfolio for each institution holding Silvercrest Asset Management Group Inc.; share changes are against Q3 2022.

Institutions holding SAMG in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Covestor Ltd22$00.00%+1+4.8%Added
First Horizon Advisors, Inc.30$5740.00%00.0%Unchanged
FMR LLC174$3.26K0.00%−138−44.2%Reduced
Tower Research Capital LLC (TRC)485$9.00K0.00%−226−31.8%Reduced
Metropolitan Life Insurance Co607$11.4K0.00%+607New
Ameritas Investment Partners, Inc.744$13.3K0.00%00.0%Unchanged
The PNC Financial Services Group, Inc.804$15.1K0.00%+804New
Legal & General Group Plc1,052$19.7K0.00%00.0%Unchanged
Dorsey Wright & Associates1,275$23.9K0.01%+1,275New
Amalgamated Bank1,572$30.0K0.00%00.0%Unchanged
Toth Financial Advisory Corp1,800$33.8K0.01%00.0%Unchanged
Prestige Wealth Management Group LLC1,800$33.8K0.01%00.0%Unchanged
Denali Advisors LLC2,600$48.8K0.02%+700+36.8%Added
GWM Advisors LLC3,154$51.3K0.00%+3,154New
Allspring Global Investments Holdings, LLC3,111$58.4K0.00%−69−2.2%Reduced
Citigroup Inc3,417$64.1K0.00%+1,878+122.0%Added
California State Teachers Retirement System3,861$72.5K0.00%−53−1.4%Reduced
Cary Street Partner Investment Advisory LLC3,975$74.6K0.01%−542−12.0%Reduced
Guardian Wealth Management, Inc.4,290$80.5K0.08%−6−0.1%Reduced
Deutsche Bank AG4,373$82.1K0.00%+66+1.5%Added
American International Group, Inc.4,574$85.9K0.00%−134−2.8%Reduced
MetLife Investment Management5,147$96.6K0.00%+5,147New
HM Payson & Co5,450$102.3K0.00%00.0%Unchanged
Royal Bank of Canada6,132$115.0K0.00%+5,982+3,988.0%Added
BNP Paribas Arbitrage, SA6,553$123.0K0.00%+578+9.7%Added
New York State Common Retirement Fund6,885$129.2K0.00%−4−0.1%Reduced
Glassy Mountain Advisors, Inc.8,200$153.9K0.08%+8,200New
UBS Group AG9,164$172.0K0.00%+1,605+21.2%Added
JPMorgan Chase & Co9,754$183.0K0.00%+4,335+80.0%Added
Koss-Olinger Consulting, LLC10,842$204.0K0.03%+10,842New
HSBC Holdings PLC11,120$209.6K0.00%−264−2.3%Reduced
Advisor Group Holdings, Inc.11,391$214.0K0.00%+1,987+21.1%Added
Ritholtz Wealth Management11,892$223.2K0.01%+497+4.4%Added
Rhumbline Advisers12,680$238.0K0.00%−60.0%Reduced
Wilbanks Smith & Thomas Asset Management LLC12,796$240.2K0.01%−9,818−43.4%Reduced
Roberts Glore & Co Inc13,103$245.9K0.09%−100−0.8%Reduced
Goldman Sachs Group Inc13,631$255.9K0.00%+1,148+9.2%Added
Nuveen Asset Management, LLC14,019$263.0K0.00%00.0%Unchanged
Invesco Ltd.14,042$263.6K0.00%+14,042New
Barclays PLC14,378$269.9K0.00%+2,176+17.8%Added
Corsair Capital Management, L.P.14,869$279.1K0.11%+14,869New
Delphi Management Inc19,000$357.0K0.43%+19,000New
Golden Gate Private Equity, Inc.19,522$366.4K0.17%00.0%Unchanged
Bank of America Corp19,587$367.6K0.00%+1,220+6.6%Added
First Trust Advisors LP21,545$404.4K0.00%−2,177−9.2%Reduced
Envestnet Asset Management Inc22,748$427.0K0.00%+3,760+19.8%Added
Hennion & Walsh Asset Management, Inc.24,329$457.0K0.03%+2,465+11.3%Added
Charles Schwab Investment Management Inc24,921$467.8K0.00%−104−0.4%Reduced
Two Sigma Investments, LP25,280$474.5K0.00%−5,242−17.2%Reduced
O'Shaughnessy Asset Management, LLC26,674$500.7K0.01%−1,465−5.2%Reduced
STRS Ohio28,500$534.0K0.00%−3,600−11.2%Reduced
Morgan Stanley33,281$624.7K0.00%+930+2.9%Added
Novare Capital Management LLC39,050$733.0K0.09%+8,500+27.8%Added
Two Sigma Advisers, LP41,000$769.6K0.00%−7,700−15.8%Reduced
Bridgeway Capital Management, LLC46,621$875.1K0.02%00.0%Unchanged
Panagora Asset Management Inc50,756$952.7K0.01%+9,476+23.0%Added
Millington Financial Advisors, LLC63,662$1.19M1.17%+63,662New
Globeflex Capital L P66,122$1.24M0.16%00.0%Unchanged
Teton Advisors, Inc.68,700$1.29M0.33%−1,800−2.6%Reduced
Ameriprise Financial Inc73,991$1.39M0.00%−668−0.9%Reduced
Bank of New York Mellon Corp74,245$1.39M0.00%+4,918+7.1%Added
Northern Trust Corp79,576$1.49M0.00%−2,534−3.1%Reduced
Victory Capital Management Inc84,795$1.59M0.00%−44,774−34.6%Reduced
Ancora Advisors, LLC112,515$2.11M0.06%−1,219−1.1%Reduced
State Street Corp139,876$2.63M0.00%+37,803+37.0%Added
Cary Street Partners Asset Management LLC141,895$2.66M0.54%+4,200+3.1%Added
Hotchkis & Wiley Capital Management LLC145,540$2.73M0.01%+6,100+4.4%Added
Renaissance Technologies LLC148,287$2.78M0.00%−10,200−6.4%Reduced
Keeley-Teton Advisors, LLC167,840$3.15M0.39%−7,302−4.2%Reduced
Geode Capital Management, LLC168,153$3.16M0.00%+7,484+4.7%Added
Dimensional Fund Advisors LP169,627$3.18M0.00%−3,226−1.9%Reduced
Banc Funds Co LLC203,286$3.82M0.34%00.0%Unchanged
Perritt Capital Management Inc232,575$4.37M2.49%−5,325−2.2%Reduced
Punch & Associates Investment Management, Inc.282,400$5.30M0.34%−800−0.3%Reduced
Invenomic Capital Management LP321,360$6.03M0.44%−13,804−4.1%Reduced
Pacific Ridge Capital Partners, LLC349,696$6.56M1.55%−5,366−1.5%Reduced
Capital Management Corp377,830$7.09M1.74%−92,075−19.6%Reduced
Vanguard Group Inc418,177$7.85M0.00%+604+0.1%Added
Boston Partners497,603$9.34M0.01%−64,224−11.4%Reduced
BlackRock Inc.501,570$9.41M0.00%+25,278+5.3%Added
Royce & Associates LP586,389$11.0M0.12%−20,772−3.4%Reduced
Long Path Partners LP657,065$12.3M5.36%+135,588+26.0%Added
Wellington Management Group LLP0$00.00%−235,500−100.0%Sold out
Grandeur Peak Global Advisors, LLC0$00.00%−41,330−100.0%Sold out
Acadian Asset Management LLC0$00.00%−13,578−100.0%Sold out
Redhawk Wealth Advisors, Inc.0$00.00%−11,100−100.0%Sold out
Wells Fargo & Company0$00.00%−165−100.0%Sold out
Credit Suisse AG0$00.00%−57−100.0%Sold out