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