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, Q2 2023
Institutional positions in Silvercrest Asset Management Group Inc. as of Jun 30, 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
- 87
- +2 vs. Q1 2023
- Shares held
- 6.70M
- −91.3K (−1.3%) vs. Q1 2023
- Total value
- $135.7M
- +$12.2M (+9.9%) vs. Q1 2023
- New holders
- 4
- 32 more added
- Sold out
- 2
- 35 more reduced
Compare with Q1 2023: 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 | $73.4M |
| Q3 2025 | 89 | $79.6M |
| Q2 2025 | 81 | $85.0M |
| Q1 2025 | 77 | $99.2M |
| Q4 2024 | 74 | $116.8M |
| Q3 2024 | 79 | $112.2M |
| Q2 2024 | 78 | $101.4M |
| Q1 2024 | 77 | $104.8M |
| Q4 2023 | 82 | $113.8M |
| Q3 2023 | 84 | $104.7M |
| Q2 2023 | 87 | $135.7M |
| Q1 2023 | 85 | $124.2M |
| Q4 2022 | 82 | $128.2M |
| Q3 2022 | 77 | $114.9M |
| Q2 2022 | 77 | $118.6M |
| Q1 2022 | 60 | $136.7M |
| Q4 2021 | 55 | $114.9M |
| Q3 2021 | 56 | $99.8M |
| Q2 2021 | 65 | $98.8M |
| Q1 2021 | 68 | $96.9M |
Institutions, Q2 2023
Shares, value and share of portfolio for each institution holding Silvercrest Asset Management Group Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Long Path Partners LP | 700,265 | $14.2M | 6.24% | +17,518+2.6% | Added |
| Royce & Associates LP | 554,611 | $11.2M | 0.11% | −24,450−4.2% | Reduced |
| BlackRock Inc. | 505,223 | $10.2M | 0.00% | +37,982+8.1% | Added |
| Vanguard Group Inc | 458,055 | $9.28M | 0.00% | −5,298−1.1% | Reduced |
| Boston Partners | 412,267 | $8.35M | 0.01% | −23,848−5.5% | Reduced |
| Capital Management Corp | 296,010 | $5.99M | 1.28% | −44,225−13.0% | Reduced |
| Pacific Ridge Capital Partners, LLC | 291,523 | $5.90M | 1.34% | −55,567−16.0% | Reduced |
| Punch & Associates Investment Management, Inc. | 282,400 | $5.72M | 0.35% | 00.0% | Unchanged |
| Invenomic Capital Management LP | 221,011 | $4.48M | 0.25% | −109,572−33.1% | Reduced |
| Keeley-Teton Advisors, LLC | 209,202 | $4.24M | 0.54% | −238−0.1% | Reduced |
| Perritt Capital Management Inc | 206,533 | $4.18M | 2.28% | −11,200−5.1% | Reduced |
| Banc Funds Co LLC | 203,286 | $4.12M | 0.48% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 188,268 | $3.81M | 0.00% | +4,936+2.7% | Added |
| Geode Capital Management, LLC | 185,970 | $3.77M | 0.00% | +11,659+6.7% | Added |
| Renaissance Technologies LLC | 152,937 | $3.10M | 0.00% | +2,750+1.8% | Added |
| Hotchkis & Wiley Capital Management LLC | 150,370 | $3.04M | 0.01% | +4,830+3.3% | Added |
| State Street Corp | 137,910 | $2.79M | 0.00% | −3,273−2.3% | Reduced |
| Cary Street Partners Asset Management LLC | 133,573 | $2.70M | 0.50% | −2,752−2.0% | Reduced |
| Ancora Advisors, LLC | 122,524 | $2.48M | 0.07% | 00.0% | Unchanged |
| Diamond Hill Capital Management Inc | 84,150 | $1.70M | 0.01% | +61,952+279.1% | Added |
| Northern Trust Corp | 80,306 | $1.63M | 0.00% | +594+0.7% | Added |
| Ameriprise Financial Inc | 76,877 | $1.56M | 0.00% | +2,886+3.9% | Added |
| Bank of New York Mellon Corp | 69,363 | $1.40M | 0.00% | −1,750−2.5% | Reduced |
| Teton Advisors, Inc. | 68,000 | $1.38M | 0.38% | −700−1.0% | Reduced |
| Globeflex Capital L P | 66,122 | $1.34M | 0.15% | 00.0% | Unchanged |
| Millington Financial Advisors, LLC | 63,355 | $1.28M | 1.14% | −935−1.5% | Reduced |
| Panagora Asset Management Inc | 53,552 | $1.08M | 0.01% | −314−0.6% | Reduced |
| Envestnet Asset Management Inc | 51,218 | $1.04M | 0.00% | +9,393+22.5% | Added |
| Novare Capital Management LLC | 45,900 | $929.5K | 0.10% | +6,750+17.2% | Added |
| Morgan Stanley | 37,919 | $767.9K | 0.00% | −565−1.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 37,458 | $758.5K | 0.01% | +8,657+30.1% | Added |
| Russell Investments Group, Ltd. | 36,100 | $731.0K | 0.00% | +19,740+120.7% | Added |
| Advisor Group Holdings, Inc. | 36,028 | $729.6K | 0.00% | +9,070+33.6% | Added |
| Appleton Partners Inc | 31,650 | $641.0K | 0.05% | 00.0% | Unchanged |
| Royal Bank of Canada | 28,598 | $579.0K | 0.00% | +16,543+137.2% | Added |
| Bridgeway Capital Management, LLC | 26,277 | $532.1K | 0.01% | −20,344−43.6% | Reduced |
| Two Sigma Advisers, LP | 25,900 | $524.5K | 0.00% | −6,700−20.6% | Reduced |
| Charles Schwab Investment Management Inc | 25,027 | $506.8K | 0.00% | +106+0.4% | Added |
| First Trust Advisors LP | 23,125 | $468.3K | 0.00% | −200−0.9% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 21,571 | $437.0K | 0.03% | −2,628−10.9% | Reduced |
| Channing Capital Management, LLC | 21,497 | $435.3K | 0.01% | +21,497 | New |
| STRS Ohio | 20,500 | $415.0K | 0.00% | +1,600+8.5% | Added |
| Golden Gate Private Equity, Inc. | 19,522 | $395.3K | 0.20% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 16,214 | $328.3K | 0.01% | +4,439+37.7% | Added |
| Two Sigma Investments, LP | 14,858 | $300.9K | 0.00% | −2,700−15.4% | Reduced |
| Denali Advisors LLC | 14,400 | $291.6K | 0.10% | +11,800+453.8% | Added |
| Nuveen Asset Management, LLC | 14,019 | $283.9K | 0.00% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 13,798 | $279.4K | 1.18% | +13,798 | New |
| Roberts Glore & Co Inc | 13,633 | $276.1K | 0.09% | +30+0.2% | Added |
| Koss-Olinger Consulting, LLC | 12,844 | $260.0K | 0.03% | +1,561+13.8% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 12,796 | $259.1K | 0.01% | 00.0% | Unchanged |
| Barclays PLC | 12,789 | $259.0K | 0.00% | −3,896−23.4% | Reduced |
| Rhumbline Advisers | 12,467 | $252.5K | 0.00% | −439−3.4% | Reduced |
| Citigroup Inc | 12,371 | $250.5K | 0.00% | +8,675+234.7% | Added |
| UBS Group AG | 11,742 | $237.8K | 0.00% | +2,577+28.1% | Added |
| Goldman Sachs Group Inc | 9,914 | $200.8K | 0.00% | −10,462−51.3% | Reduced |
| JPMorgan Chase & Co | 7,756 | $157.1K | 0.00% | −757−8.9% | Reduced |
| Deutsche Bank AG | 6,811 | $137.9K | 0.00% | +495+7.8% | Added |
| Bank of America Corp | 5,753 | $116.5K | 0.00% | −9,483−62.2% | Reduced |
| MetLife Investment Management | 5,147 | $104.2K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 4,594 | $93.0K | 0.00% | −73−1.6% | Reduced |
| Guardian Wealth Management, Inc. | 4,412 | $89.3K | 0.08% | +37+0.8% | Added |
| Wells Fargo & Company | 3,976 | $80.5K | 0.00% | +2,123+114.6% | Added |
| Cary Street Partner Investment Advisory LLC | 3,675 | $74.4K | 0.00% | −500−12.0% | Reduced |
| California State Teachers Retirement System | 3,175 | $64.3K | 0.00% | −421−11.7% | Reduced |
| BNP Paribas Arbitrage, SA | 2,659 | $53.8K | 0.00% | −8,996−77.2% | Reduced |
| New York State Common Retirement Fund | 1,877 | $38.0K | 0.00% | −5,008−72.7% | Reduced |
| Toth Financial Advisory Corp | 1,800 | $36.5K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1,800 | $36.5K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 1,700 | $34.4K | 0.00% | −3,250−65.7% | Reduced |
| Amalgamated Bank | 1,476 | $30.0K | 0.00% | +137+10.2% | Added |
| Allspring Global Investments Holdings, LLC | 1,478 | $29.9K | 0.00% | −3,846−72.2% | Reduced |
| Tower Research Capital LLC (TRC) | 1,276 | $25.8K | 0.00% | +225+21.4% | Added |
| Dorsey Wright & Associates | 1,272 | $25.8K | 0.01% | +126+11.0% | Added |
| First Personal Financial Services | 1,250 | $25.3K | 0.01% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,052 | $21.3K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 998 | $20.2K | 0.00% | +121+13.8% | Added |
| Ameritas Investment Partners, Inc. | 744 | $15.1K | 0.00% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 638 | $12.9K | 0.00% | +31+5.1% | Added |
| Metropolitan Life Insurance Co | 607 | $12.3K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 200 | $4.05K | 0.00% | 00.0% | Unchanged |
| West Tower Group, LLC | 165 | $3.34K | 0.00% | +165 | New |
| WR Wealth Planners, LLC | 140 | $2.83K | 0.00% | −138−49.6% | Reduced |
| Piscataqua Savings Bank | 125 | $2.53K | 0.00% | +125 | New |
| GWM Advisors LLC | 125 | $2.52K | 0.00% | −142−53.2% | Reduced |
| First Horizon Advisors, Inc. | 31 | $631 | 0.00% | +1+3.3% | Added |
| Covestor Ltd | 12 | $0 | 0.00% | −8−40.0% | Reduced |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −11,120−100.0% | Sold out |
| Pointe Capital Management LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |