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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.

Q1 2023 vs. Q4 2022

How the institutions holding Silvercrest Asset Management Group Inc. changed between Q4 2022 and Q1 2023.

All holders in Q1 2023All holders in Q4 2022

13F holders of SAMG: Q4 2022 compared with Q1 2023
MeasureQ4 2022Of which not filed for Q1 2023Q1 2023Change
Holders82185+4
Shares6.83M19.0K6.79M−20.6K (−0.3%)
Value$128.2M$357.0K$123.5M−$4.38M (−3.4%)

1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (9)

Institutions that held Silvercrest Asset Management Group Inc. at the end of Q1 2023 but not at the end of Q4 2022.

Institutions new to SAMG in Q1 2023
InstitutionSharesValue% of portfolio
Appleton Partners Inc31,650$575.0K0.05%
Diamond Hill Capital Management Inc22,198$403.6K0.00%
Russell Investments Group, Ltd.16,360$297.4K0.00%
Wells Fargo & Company1,853$33.7K0.00%
First Personal Financial Services1,250$22.7K0.01%
Fisher Asset Management, LLC607$11.0K0.00%
Pointe Capital Management LLC400$7.27K0.01%
WR Wealth Planners, LLC278$5.05K0.00%
Spire Wealth Management200$3.64K0.00%

Sold out (5)

Institutions that held Silvercrest Asset Management Group Inc. at the end of Q4 2022 and filed for Q1 2023 without it.

Institutions that sold out of SAMG in Q1 2023
InstitutionShares, Q4 2022Value, Q4 2022
Victory Capital Management Inc84,795$1.59M
Corsair Capital Management, L.P.14,869$279.1K
Invesco Ltd.14,042$263.6K
Glassy Mountain Advisors, Inc.8,200$153.9K
The PNC Financial Services Group, Inc.804$15.1K

Not filed for Q1 2023 yet (1)

Institutions that held Silvercrest Asset Management Group Inc. at the end of Q4 2022 and haven't filed a 13F for Q1 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SAMG in Q4 2022 that haven't filed for Q1 2023
InstitutionShares, Q4 2022Value, Q4 2022
Delphi Management Inc19,000$357.0K