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, Q1 2023
Institutional positions in Silvercrest Asset Management Group Inc. as of Mar 31, 2023. 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
- 85
- +4 vs. Q4 2022
- Shares held
- 6.79M
- −20.6K (−0.3%) vs. Q4 2022
- Total value
- $123.5M
- −$4.38M (−3.4%) vs. Q4 2022
- New holders
- 9
- 34 more added
- Sold out
- 5
- 21 more reduced
1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 98 | $46.9M |
| Q1 2026 | 94 | $61.1M |
| Q4 2025 | 82 | $72.3M |
| Q3 2025 | 89 | $79.4M |
| Q2 2025 | 81 | $84.9M |
| Q1 2025 | 77 | $99.2M |
| Q4 2024 | 74 | $116.8M |
| Q3 2024 | 79 | $111.8M |
| Q2 2024 | 78 | $101.2M |
| Q1 2024 | 77 | $102.9M |
| Q4 2023 | 82 | $112.5M |
| Q3 2023 | 84 | $104.7M |
| Q2 2023 | 87 | $135.7M |
| Q1 2023 | 85 | $123.5M |
| Q4 2022 | 82 | $128.2M |
| Q3 2022 | 77 | $114.9M |
| Q2 2022 | 77 | $118.5M |
| Q1 2022 | 60 | $136.7M |
| Q4 2021 | 55 | $114.1M |
| Q3 2021 | 56 | $99.8M |
| Q2 2021 | 65 | $98.8M |
| Q1 2021 | 68 | $96.9M |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding Silvercrest Asset Management Group Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Long Path Partners LP | 682,747 | $12.4M | 5.36% | +25,682+3.9% | Added |
| Royce & Associates LP | 579,061 | $10.5M | 0.11% | −7,328−1.2% | Reduced |
| BlackRock Inc. | 467,241 | $8.49M | 0.00% | −34,329−6.8% | Reduced |
| Vanguard Group Inc | 463,353 | $8.42M | 0.00% | +45,176+10.8% | Added |
| Boston Partners | 436,115 | $7.93M | 0.01% | −61,488−12.4% | Reduced |
| Pacific Ridge Capital Partners, LLC | 347,090 | $6.31M | 1.55% | −2,606−0.7% | Reduced |
| Capital Management Corp | 340,235 | $6.19M | 1.42% | −37,595−10.0% | Reduced |
| Invenomic Capital Management LP | 330,583 | $6.01M | 0.34% | +9,223+2.9% | Added |
| Punch & Associates Investment Management, Inc. | 282,400 | $5.13M | 0.33% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 217,733 | $3.96M | 2.21% | −14,842−6.4% | Reduced |
| Keeley-Teton Advisors, LLC | 209,440 | $3.81M | 0.47% | +41,600+24.8% | Added |
| Banc Funds Co LLC | 203,286 | $3.70M | 0.39% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 183,332 | $3.33M | 0.00% | +13,705+8.1% | Added |
| Geode Capital Management, LLC | 174,311 | $3.17M | 0.00% | +6,158+3.7% | Added |
| Renaissance Technologies LLC | 150,187 | $2.73M | 0.00% | +1,900+1.3% | Added |
| Hotchkis & Wiley Capital Management LLC | 145,540 | $2.65M | 0.01% | 00.0% | Unchanged |
| State Street Corp | 141,183 | $2.57M | 0.00% | +1,307+0.9% | Added |
| Cary Street Partners Asset Management LLC | 136,325 | $2.48M | 0.47% | −5,570−3.9% | Reduced |
| Ancora Advisors, LLC | 122,524 | $2.23M | 0.06% | +10,009+8.9% | Added |
| Northern Trust Corp | 79,712 | $1.45M | 0.00% | +136+0.2% | Added |
| Ameriprise Financial Inc | 73,991 | $1.35M | 0.00% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 71,113 | $1.29M | 0.00% | −3,132−4.2% | Reduced |
| Teton Advisors, Inc. | 68,700 | $1.25M | 0.33% | 00.0% | Unchanged |
| Globeflex Capital L P | 66,122 | $1.20M | 0.15% | 00.0% | Unchanged |
| Millington Financial Advisors, LLC | 64,290 | $1.17M | 1.08% | +628+1.0% | Added |
| Panagora Asset Management Inc | 53,866 | $979.3K | 0.01% | +3,110+6.1% | Added |
| Bridgeway Capital Management, LLC | 46,621 | $847.6K | 0.02% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 41,825 | $760.4K | 0.00% | +19,077+83.9% | Added |
| Novare Capital Management LLC | 39,150 | $711.7K | 0.08% | +100+0.3% | Added |
| Morgan Stanley | 38,484 | $699.6K | 0.00% | +5,203+15.6% | Added |
| Two Sigma Advisers, LP | 32,600 | $592.7K | 0.00% | −8,400−20.5% | Reduced |
| Appleton Partners Inc | 31,650 | $575.0K | 0.05% | +31,650 | New |
| O'Shaughnessy Asset Management, LLC | 28,801 | $523.6K | 0.01% | +2,127+8.0% | Added |
| Advisor Group Holdings, Inc. | 26,958 | $490.1K | 0.00% | +15,567+136.7% | Added |
| Charles Schwab Investment Management Inc | 24,921 | $453.1K | 0.00% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 24,199 | $440.0K | 0.03% | −130−0.5% | Reduced |
| First Trust Advisors LP | 23,325 | $424.0K | 0.00% | +1,780+8.3% | Added |
| Diamond Hill Capital Management Inc | 22,198 | $403.6K | 0.00% | +22,198 | New |
| Goldman Sachs Group Inc | 20,376 | $370.4K | 0.00% | +6,745+49.5% | Added |
| Golden Gate Private Equity, Inc. | 19,522 | $354.9K | 0.16% | 00.0% | Unchanged |
| STRS Ohio | 18,900 | $343.0K | 0.00% | −9,600−33.7% | Reduced |
| Two Sigma Investments, LP | 17,558 | $319.2K | 0.00% | −7,722−30.5% | Reduced |
| Barclays PLC | 16,685 | $303.3K | 0.00% | +2,307+16.0% | Added |
| Russell Investments Group, Ltd. | 16,360 | $297.4K | 0.00% | +16,360 | New |
| Bank of America Corp | 15,236 | $277.0K | 0.00% | −4,351−22.2% | Reduced |
| Nuveen Asset Management, LLC | 14,019 | $255.0K | 0.00% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 13,603 | $247.3K | 0.08% | +500+3.8% | Added |
| Rhumbline Advisers | 12,906 | $235.0K | 0.00% | +226+1.8% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 12,796 | $232.6K | 0.01% | 00.0% | Unchanged |
| Royal Bank of Canada | 12,055 | $220.0K | 0.00% | +5,923+96.6% | Added |
| Ritholtz Wealth Management | 11,775 | $214.1K | 0.01% | −117−1.0% | Reduced |
| BNP Paribas Arbitrage, SA | 11,655 | $211.9K | 0.00% | +5,102+77.9% | Added |
| Koss-Olinger Consulting, LLC | 11,283 | $205.0K | 0.03% | +441+4.1% | Added |
| HSBC Holdings PLC | 11,120 | $202.8K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 9,165 | $166.6K | 0.00% | +10.0% | Added |
| JPMorgan Chase & Co | 8,513 | $155.0K | 0.00% | −1,241−12.7% | Reduced |
| New York State Common Retirement Fund | 6,885 | $125.2K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 6,316 | $114.8K | 0.00% | +1,943+44.4% | Added |
| Allspring Global Investments Holdings, LLC | 5,324 | $96.8K | 0.00% | +2,213+71.1% | Added |
| MetLife Investment Management | 5,147 | $93.6K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 4,950 | $90.0K | 0.00% | −500−9.2% | Reduced |
| American International Group, Inc. | 4,667 | $84.8K | 0.00% | +93+2.0% | Added |
| Guardian Wealth Management, Inc. | 4,375 | $79.5K | 0.08% | +85+2.0% | Added |
| Cary Street Partner Investment Advisory LLC | 4,175 | $75.9K | 0.01% | +200+5.0% | Added |
| Citigroup Inc | 3,696 | $67.2K | 0.00% | +279+8.2% | Added |
| California State Teachers Retirement System | 3,596 | $65.4K | 0.00% | −265−6.9% | Reduced |
| Denali Advisors LLC | 2,600 | $47.3K | 0.02% | 00.0% | Unchanged |
| Wells Fargo & Company | 1,853 | $33.7K | 0.00% | +1,853 | New |
| Toth Financial Advisory Corp | 1,800 | $32.7K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1,800 | $32.7K | 0.01% | 00.0% | Unchanged |
| Amalgamated Bank | 1,339 | $24.0K | 0.00% | −233−14.8% | Reduced |
| First Personal Financial Services | 1,250 | $22.7K | 0.01% | +1,250 | New |
| Dorsey Wright & Associates | 1,146 | $20.8K | 0.01% | −129−10.1% | Reduced |
| Legal & General Group Plc | 1,052 | $19.1K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,051 | $19.0K | 0.00% | +566+116.7% | Added |
| FMR LLC | 877 | $15.9K | 0.00% | +703+404.0% | Added |
| Ameritas Investment Partners, Inc. | 744 | $13.5K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 607 | $11.0K | 0.00% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 607 | $11.0K | 0.00% | +607 | New |
| Pointe Capital Management LLC | 400 | $7.27K | 0.01% | +400 | New |
| WR Wealth Planners, LLC | 278 | $5.05K | 0.00% | +278 | New |
| GWM Advisors LLC | 267 | $4.85K | 0.00% | −2,887−91.5% | Reduced |
| Spire Wealth Management | 200 | $3.64K | 0.00% | +200 | New |
| First Horizon Advisors, Inc. | 30 | $562 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 20 | $0 | 0.00% | −2−9.1% | Reduced |
| Victory Capital Management Inc | 0 | $0 | 0.00% | −84,795−100.0% | Sold out |
| Corsair Capital Management, L.P. | 0 | $0 | 0.00% | −14,869−100.0% | Sold out |
| Invesco Ltd. | 0 | $0 | 0.00% | −14,042−100.0% | Sold out |
| Glassy Mountain Advisors, Inc. | 0 | $0 | 0.00% | −8,200−100.0% | Sold out |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −804−100.0% | Sold out |
| Delphi Management Inc | – | – | – | – | Not filed |