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, Q3 2023
Institutional positions in Silvercrest Asset Management Group Inc. as of Sep 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
- 84
- −3 vs. Q2 2023
- Shares held
- 6.60M
- −101.3K (−1.5%) vs. Q2 2023
- Total value
- $104.7M
- −$31.0M (−22.8%) vs. Q2 2023
- New holders
- 5
- 29 more added
- Sold out
- 8
- 26 more reduced
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Silvercrest Asset Management Group Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 7 | $0 | 0.00% | −5−41.7% | Reduced |
| Steward Financial Group LLC | 4 | $0 | 0.00% | +4 | New |
| First Horizon Advisors, Inc. | 31 | $500 | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 125 | $1.98K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 200 | $3.17K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 423 | $6.72K | 0.00% | +423 | New |
| Metropolitan Life Insurance Co | 607 | $9.63K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 683 | $10.8K | 0.00% | −593−46.5% | Reduced |
| Ameritas Investment Partners, Inc. | 744 | $11.8K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 889 | $14.1K | 0.00% | −109−10.9% | Reduced |
| Advisor Group Holdings, Inc. | 1,023 | $16.2K | 0.00% | −35,005−97.2% | Reduced |
| Legal & General Group Plc | 1,122 | $17.8K | 0.00% | +70+6.7% | Added |
| Dorsey Wright & Associates | 1,229 | $19.5K | 0.01% | −43−3.4% | Reduced |
| First Personal Financial Services | 1,250 | $19.8K | 0.01% | 00.0% | Unchanged |
| Amalgamated Bank | 1,476 | $23.0K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 1,700 | $27.0K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 1,800 | $28.6K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1,800 | $28.6K | 0.01% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 1,877 | $29.8K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 1,900 | $30.2K | 0.00% | −2,076−52.2% | Reduced |
| California State Teachers Retirement System | 2,106 | $33.4K | 0.00% | −1,069−33.7% | Reduced |
| Guardian Wealth Management, Inc. | 2,745 | $43.6K | 0.04% | −1,667−37.8% | Reduced |
| American International Group, Inc. | 4,764 | $75.6K | 0.00% | +170+3.7% | Added |
| MetLife Investment Management | 5,147 | $81.7K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 5,200 | $82.5K | 0.00% | +3,722+251.8% | Added |
| JPMorgan Chase & Co | 6,534 | $103.7K | 0.00% | −1,222−15.8% | Reduced |
| Deutsche Bank AG | 6,811 | $108.1K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 7,946 | $126.1K | 0.00% | +2,193+38.1% | Added |
| Gabelli Funds LLC | 10,500 | $166.6K | 0.00% | +10,500 | New |
| UBS Group AG | 10,731 | $170.3K | 0.00% | −1,011−8.6% | Reduced |
| Citadel Advisors LLC | 12,350 | $196.0K | 0.00% | +12,350 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 12,796 | $203.1K | 0.01% | 00.0% | Unchanged |
| Rhumbline Advisers | 12,908 | $204.8K | 0.00% | +441+3.5% | Added |
| Ritholtz Wealth Management | 12,921 | $205.0K | 0.01% | −3,293−20.3% | Reduced |
| Mesirow Financial Investment Management, Inc. | 13,798 | $219.0K | 0.95% | 00.0% | Unchanged |
| Barclays PLC | 13,822 | $219.4K | 0.00% | +1,033+8.1% | Added |
| Roberts Glore & Co Inc | 13,833 | $219.5K | 0.07% | +200+1.5% | Added |
| Nuveen Asset Management, LLC | 14,019 | $222.5K | 0.00% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 14,254 | $226.2K | 0.01% | −7,317−33.9% | Reduced |
| Denali Advisors LLC | 14,400 | $228.5K | 0.08% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 14,418 | $228.8K | 0.00% | +11,759+442.2% | Added |
| Koss-Olinger Consulting, LLC | 15,101 | $240.0K | 0.04% | +2,257+17.6% | Added |
| Golden Gate Private Equity, Inc. | 19,522 | $309.8K | 0.13% | 00.0% | Unchanged |
| STRS Ohio | 20,500 | $325.0K | 0.00% | 00.0% | Unchanged |
| Channing Capital Management, LLC | 21,497 | $341.2K | 0.01% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 26,277 | $417.0K | 0.01% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 26,554 | $421.4K | 0.00% | +1,527+6.1% | Added |
| Citigroup Inc | 27,942 | $443.4K | 0.00% | +15,571+125.9% | Added |
| Two Sigma Investments, LP | 29,763 | $472.3K | 0.00% | +14,905+100.3% | Added |
| Two Sigma Advisers, LP | 30,900 | $490.4K | 0.00% | +5,000+19.3% | Added |
| Appleton Partners Inc | 31,650 | $502.0K | 0.04% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 32,083 | $509.2K | 0.01% | −5,375−14.3% | Reduced |
| Royal Bank of Canada | 32,451 | $515.0K | 0.00% | +3,853+13.5% | Added |
| Millennium Management LLC | 33,773 | $536.0K | 0.00% | +33,773 | New |
| Morgan Stanley | 36,462 | $578.7K | 0.00% | −1,457−3.8% | Reduced |
| Russell Investments Group, Ltd. | 36,934 | $586.1K | 0.00% | +834+2.3% | Added |
| Panagora Asset Management Inc | 41,693 | $661.7K | 0.00% | −11,859−22.1% | Reduced |
| Ameriprise Financial Inc | 58,750 | $932.4K | 0.00% | −18,127−23.6% | Reduced |
| Novare Capital Management LLC | 63,400 | $1.01M | 0.11% | +17,500+38.1% | Added |
| Globeflex Capital L P | 63,521 | $1.01M | 0.12% | −2,601−3.9% | Reduced |
| Millington Financial Advisors, LLC | 65,712 | $1.04M | 0.93% | +2,357+3.7% | Added |
| Teton Advisors, Inc. | 68,000 | $1.08M | 0.33% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 70,060 | $1.11M | 0.00% | +697+1.0% | Added |
| Northern Trust Corp | 78,974 | $1.25M | 0.00% | −1,332−1.7% | Reduced |
| Diamond Hill Capital Management Inc | 102,296 | $1.62M | 0.01% | +18,146+21.6% | Added |
| Ancora Advisors, LLC | 129,473 | $2.05M | 0.06% | +6,949+5.7% | Added |
| Cary Street Partners Asset Management LLC | 131,908 | $2.09M | 0.39% | −1,665−1.2% | Reduced |
| Cary Street Partner Investment Advisory LLC | 135,023 | $2.14M | 0.12% | +131,348+3,574.1% | Added |
| State Street Corp | 145,768 | $2.31M | 0.00% | +7,858+5.7% | Added |
| Renaissance Technologies LLC | 152,437 | $2.42M | 0.00% | −500−0.3% | Reduced |
| Capital Management Corp | 184,100 | $2.92M | 0.66% | −111,910−37.8% | Reduced |
| Geode Capital Management, LLC | 187,983 | $2.98M | 0.00% | +2,013+1.1% | Added |
| Dimensional Fund Advisors LP | 189,665 | $3.01M | 0.00% | +1,397+0.7% | Added |
| Banc Funds Co LLC | 203,286 | $3.23M | 0.38% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 203,333 | $3.23M | 1.87% | −3,200−1.5% | Reduced |
| Keeley-Teton Advisors, LLC | 203,688 | $3.23M | 0.45% | −5,514−2.6% | Reduced |
| Invenomic Capital Management LP | 215,151 | $3.41M | 0.14% | −5,860−2.7% | Reduced |
| Pacific Ridge Capital Partners, LLC | 284,259 | $4.51M | 1.05% | −7,264−2.5% | Reduced |
| Punch & Associates Investment Management, Inc. | 302,057 | $4.79M | 0.31% | +19,657+7.0% | Added |
| Boston Partners | 359,171 | $5.70M | 0.01% | −53,096−12.9% | Reduced |
| Vanguard Group Inc | 508,328 | $8.07M | 0.00% | +50,273+11.0% | Added |
| BlackRock Inc. | 517,881 | $8.22M | 0.00% | +12,658+2.5% | Added |
| Royce & Associates LP | 555,490 | $8.82M | 0.09% | +879+0.2% | Added |
| Long Path Partners LP | 725,560 | $11.5M | 5.77% | +25,295+3.6% | Added |
| Hotchkis & Wiley Capital Management LLC | 0 | $0 | 0.00% | −150,370−100.0% | Sold out |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −51,218−100.0% | Sold out |
| First Trust Advisors LP | 0 | $0 | 0.00% | −23,125−100.0% | Sold out |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −9,914−100.0% | Sold out |
| Fisher Asset Management, LLC | 0 | $0 | 0.00% | −638−100.0% | Sold out |
| West Tower Group, LLC | 0 | $0 | 0.00% | −165−100.0% | Sold out |
| WR Wealth Planners, LLC | 0 | $0 | 0.00% | −140−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −125−100.0% | Sold out |