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 |
|---|---|---|---|---|---|
| Covestor Ltd | 20 | $0 | 0.00% | −2−9.1% | Reduced |
| First Horizon Advisors, Inc. | 30 | $562 | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 200 | $3.64K | 0.00% | +200 | New |
| GWM Advisors LLC | 267 | $4.85K | 0.00% | −2,887−91.5% | Reduced |
| WR Wealth Planners, LLC | 278 | $5.05K | 0.00% | +278 | New |
| Pointe Capital Management LLC | 400 | $7.27K | 0.01% | +400 | New |
| Metropolitan Life Insurance Co | 607 | $11.0K | 0.00% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 607 | $11.0K | 0.00% | +607 | New |
| Ameritas Investment Partners, Inc. | 744 | $13.5K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 877 | $15.9K | 0.00% | +703+404.0% | Added |
| Tower Research Capital LLC (TRC) | 1,051 | $19.0K | 0.00% | +566+116.7% | Added |
| Legal & General Group Plc | 1,052 | $19.1K | 0.00% | 00.0% | Unchanged |
| Dorsey Wright & Associates | 1,146 | $20.8K | 0.01% | −129−10.1% | Reduced |
| First Personal Financial Services | 1,250 | $22.7K | 0.01% | +1,250 | New |
| Amalgamated Bank | 1,339 | $24.0K | 0.00% | −233−14.8% | Reduced |
| 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 |
| Wells Fargo & Company | 1,853 | $33.7K | 0.00% | +1,853 | New |
| Denali Advisors LLC | 2,600 | $47.3K | 0.02% | 00.0% | Unchanged |
| California State Teachers Retirement System | 3,596 | $65.4K | 0.00% | −265−6.9% | Reduced |
| Citigroup Inc | 3,696 | $67.2K | 0.00% | +279+8.2% | Added |
| Cary Street Partner Investment Advisory LLC | 4,175 | $75.9K | 0.01% | +200+5.0% | Added |
| Guardian Wealth Management, Inc. | 4,375 | $79.5K | 0.08% | +85+2.0% | Added |
| American International Group, Inc. | 4,667 | $84.8K | 0.00% | +93+2.0% | Added |
| HM Payson & Co | 4,950 | $90.0K | 0.00% | −500−9.2% | Reduced |
| MetLife Investment Management | 5,147 | $93.6K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 5,324 | $96.8K | 0.00% | +2,213+71.1% | Added |
| Deutsche Bank AG | 6,316 | $114.8K | 0.00% | +1,943+44.4% | Added |
| New York State Common Retirement Fund | 6,885 | $125.2K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 8,513 | $155.0K | 0.00% | −1,241−12.7% | Reduced |
| UBS Group AG | 9,165 | $166.6K | 0.00% | +10.0% | Added |
| HSBC Holdings PLC | 11,120 | $202.8K | 0.00% | 00.0% | Unchanged |
| Koss-Olinger Consulting, LLC | 11,283 | $205.0K | 0.03% | +441+4.1% | Added |
| BNP Paribas Arbitrage, SA | 11,655 | $211.9K | 0.00% | +5,102+77.9% | Added |
| Ritholtz Wealth Management | 11,775 | $214.1K | 0.01% | −117−1.0% | Reduced |
| Royal Bank of Canada | 12,055 | $220.0K | 0.00% | +5,923+96.6% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 12,796 | $232.6K | 0.01% | 00.0% | Unchanged |
| Rhumbline Advisers | 12,906 | $235.0K | 0.00% | +226+1.8% | Added |
| Roberts Glore & Co Inc | 13,603 | $247.3K | 0.08% | +500+3.8% | Added |
| Nuveen Asset Management, LLC | 14,019 | $255.0K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 15,236 | $277.0K | 0.00% | −4,351−22.2% | Reduced |
| Russell Investments Group, Ltd. | 16,360 | $297.4K | 0.00% | +16,360 | New |
| Barclays PLC | 16,685 | $303.3K | 0.00% | +2,307+16.0% | Added |
| Two Sigma Investments, LP | 17,558 | $319.2K | 0.00% | −7,722−30.5% | Reduced |
| STRS Ohio | 18,900 | $343.0K | 0.00% | −9,600−33.7% | Reduced |
| Golden Gate Private Equity, Inc. | 19,522 | $354.9K | 0.16% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 20,376 | $370.4K | 0.00% | +6,745+49.5% | Added |
| Diamond Hill Capital Management Inc | 22,198 | $403.6K | 0.00% | +22,198 | New |
| First Trust Advisors LP | 23,325 | $424.0K | 0.00% | +1,780+8.3% | Added |
| Hennion & Walsh Asset Management, Inc. | 24,199 | $440.0K | 0.03% | −130−0.5% | Reduced |
| Charles Schwab Investment Management Inc | 24,921 | $453.1K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 26,958 | $490.1K | 0.00% | +15,567+136.7% | Added |
| O'Shaughnessy Asset Management, LLC | 28,801 | $523.6K | 0.01% | +2,127+8.0% | Added |
| Appleton Partners Inc | 31,650 | $575.0K | 0.05% | +31,650 | New |
| Two Sigma Advisers, LP | 32,600 | $592.7K | 0.00% | −8,400−20.5% | Reduced |
| Morgan Stanley | 38,484 | $699.6K | 0.00% | +5,203+15.6% | Added |
| Novare Capital Management LLC | 39,150 | $711.7K | 0.08% | +100+0.3% | Added |
| Envestnet Asset Management Inc | 41,825 | $760.4K | 0.00% | +19,077+83.9% | Added |
| Bridgeway Capital Management, LLC | 46,621 | $847.6K | 0.02% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 53,866 | $979.3K | 0.01% | +3,110+6.1% | Added |
| Millington Financial Advisors, LLC | 64,290 | $1.17M | 1.08% | +628+1.0% | Added |
| Globeflex Capital L P | 66,122 | $1.20M | 0.15% | 00.0% | Unchanged |
| Teton Advisors, Inc. | 68,700 | $1.25M | 0.33% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 71,113 | $1.29M | 0.00% | −3,132−4.2% | Reduced |
| Ameriprise Financial Inc | 73,991 | $1.35M | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 79,712 | $1.45M | 0.00% | +136+0.2% | Added |
| Ancora Advisors, LLC | 122,524 | $2.23M | 0.06% | +10,009+8.9% | Added |
| Cary Street Partners Asset Management LLC | 136,325 | $2.48M | 0.47% | −5,570−3.9% | Reduced |
| State Street Corp | 141,183 | $2.57M | 0.00% | +1,307+0.9% | Added |
| Hotchkis & Wiley Capital Management LLC | 145,540 | $2.65M | 0.01% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 150,187 | $2.73M | 0.00% | +1,900+1.3% | Added |
| Geode Capital Management, LLC | 174,311 | $3.17M | 0.00% | +6,158+3.7% | Added |
| Dimensional Fund Advisors LP | 183,332 | $3.33M | 0.00% | +13,705+8.1% | Added |
| Banc Funds Co LLC | 203,286 | $3.70M | 0.39% | 00.0% | Unchanged |
| Keeley-Teton Advisors, LLC | 209,440 | $3.81M | 0.47% | +41,600+24.8% | Added |
| Perritt Capital Management Inc | 217,733 | $3.96M | 2.21% | −14,842−6.4% | Reduced |
| Punch & Associates Investment Management, Inc. | 282,400 | $5.13M | 0.33% | 00.0% | Unchanged |
| Invenomic Capital Management LP | 330,583 | $6.01M | 0.34% | +9,223+2.9% | Added |
| Capital Management Corp | 340,235 | $6.19M | 1.42% | −37,595−10.0% | Reduced |
| Pacific Ridge Capital Partners, LLC | 347,090 | $6.31M | 1.55% | −2,606−0.7% | Reduced |
| Boston Partners | 436,115 | $7.93M | 0.01% | −61,488−12.4% | Reduced |
| Vanguard Group Inc | 463,353 | $8.42M | 0.00% | +45,176+10.8% | Added |
| BlackRock Inc. | 467,241 | $8.49M | 0.00% | −34,329−6.8% | Reduced |
| Royce & Associates LP | 579,061 | $10.5M | 0.11% | −7,328−1.2% | Reduced |
| Long Path Partners LP | 682,747 | $12.4M | 5.36% | +25,682+3.9% | Added |
| 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 |