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, Q4 2023
Institutional positions in Silvercrest Asset Management Group Inc. as of Dec 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
- 82
- −1 vs. Q3 2023
- Shares held
- 6.62M
- +20.0K (+0.3%) vs. Q3 2023
- Total value
- $112.5M
- +$7.80M (+7.5%) vs. Q3 2023
- New holders
- 7
- 31 more added
- Sold out
- 8
- 26 more reduced
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Silvercrest Asset Management Group Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Long Path Partners LP | 725,560 | $12.3M | 5.81% | 00.0% | Unchanged |
| Royce & Associates LP | 642,691 | $10.9M | 0.10% | +87,201+15.7% | Added |
| BlackRock Inc. | 564,199 | $9.59M | 0.00% | +46,318+8.9% | Added |
| Vanguard Group Inc | 517,380 | $8.80M | 0.00% | +9,052+1.8% | Added |
| Punch & Associates Investment Management, Inc. | 408,064 | $6.94M | 0.41% | +106,007+35.1% | Added |
| Pacific Ridge Capital Partners, LLC | 275,941 | $4.69M | 0.95% | −8,318−2.9% | Reduced |
| Invenomic Capital Management LP | 265,540 | $4.51M | 0.24% | +50,389+23.4% | Added |
| Boston Partners | 259,474 | $4.41M | 0.01% | −99,697−27.8% | Reduced |
| Keeley-Teton Advisors, LLC | 228,790 | $3.89M | 0.50% | +25,102+12.3% | Added |
| Banc Funds Co LLC | 203,286 | $3.46M | 0.34% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 202,533 | $3.44M | 0.00% | +12,868+6.8% | Added |
| Perritt Capital Management Inc | 198,486 | $3.37M | 1.89% | −4,847−2.4% | Reduced |
| Geode Capital Management, LLC | 196,908 | $3.35M | 0.00% | +8,925+4.7% | Added |
| Renaissance Technologies LLC | 151,837 | $2.58M | 0.00% | −600−0.4% | Reduced |
| State Street Corp | 150,168 | $2.55M | 0.00% | +4,400+3.0% | Added |
| Ancora Advisors, LLC | 146,283 | $2.49M | 0.06% | +16,810+13.0% | Added |
| Cary Street Partner Investment Advisory LLC | 129,433 | $2.20M | 0.10% | −5,590−4.1% | Reduced |
| Cary Street Partners Asset Management LLC | 125,683 | $2.14M | 0.37% | −6,225−4.7% | Reduced |
| Diamond Hill Capital Management Inc | 90,572 | $1.54M | 0.01% | −11,724−11.5% | Reduced |
| Northern Trust Corp | 77,906 | $1.32M | 0.00% | −1,068−1.4% | Reduced |
| Teton Advisors, Inc. | 68,500 | $1.16M | 0.38% | +500+0.7% | Added |
| Novare Capital Management LLC | 66,500 | $1.13M | 0.12% | +3,100+4.9% | Added |
| Globeflex Capital L P | 63,521 | $1.08M | 0.11% | 00.0% | Unchanged |
| Morgan Stanley | 61,292 | $1.04M | 0.00% | +24,830+68.1% | Added |
| Millennium Management LLC | 60,963 | $1.04M | 0.00% | +27,190+80.5% | Added |
| Ameriprise Financial Inc | 50,940 | $866.0K | 0.00% | −7,810−13.3% | Reduced |
| Russell Investments Group, Ltd. | 46,597 | $792.1K | 0.00% | +9,663+26.2% | Added |
| Bank of New York Mellon Corp | 42,840 | $728.3K | 0.00% | −27,220−38.9% | Reduced |
| Citigroup Inc | 34,294 | $583.0K | 0.00% | +6,352+22.7% | Added |
| Royal Bank of Canada | 33,684 | $572.0K | 0.00% | +1,233+3.8% | Added |
| Two Sigma Investments, LP | 31,906 | $542.4K | 0.00% | +2,143+7.2% | Added |
| Appleton Partners Inc | 31,650 | $538.0K | 0.04% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 31,143 | $529.1K | 0.01% | +31,143 | New |
| Two Sigma Advisers, LP | 30,000 | $510.0K | 0.00% | −900−2.9% | Reduced |
| Citadel Advisors LLC | 27,612 | $469.4K | 0.00% | +15,262+123.6% | Added |
| Bridgeway Capital Management, LLC | 26,277 | $446.7K | 0.01% | 00.0% | Unchanged |
| Barclays PLC | 26,195 | $445.3K | 0.00% | +12,373+89.5% | Added |
| Charles Schwab Investment Management Inc | 24,977 | $424.6K | 0.00% | −1,577−5.9% | Reduced |
| O'Shaughnessy Asset Management, LLC | 23,669 | $402.4K | 0.01% | −8,414−26.2% | Reduced |
| Koss-Olinger Consulting, LLC | 22,992 | $391.0K | 0.04% | +7,891+52.3% | Added |
| STRS Ohio | 18,800 | $319.0K | 0.00% | −1,700−8.3% | Reduced |
| Nuveen Asset Management, LLC | 18,724 | $318.3K | 0.00% | +4,705+33.6% | Added |
| UBS Group AG | 16,276 | $276.7K | 0.00% | +5,545+51.7% | Added |
| Hennion & Walsh Asset Management, Inc. | 14,556 | $247.5K | 0.01% | +302+2.1% | Added |
| Mesirow Financial Investment Management, Inc. | 13,798 | $240.5K | 0.01% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 14,108 | $239.8K | 0.07% | +275+2.0% | Added |
| Capital Management Corp | 13,330 | $226.6K | 0.04% | −170,770−92.8% | Reduced |
| Bank of America Corp | 13,070 | $222.2K | 0.00% | +5,124+64.5% | Added |
| Rhumbline Advisers | 12,799 | $217.6K | 0.00% | −109−0.8% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 12,796 | $217.5K | 0.01% | 00.0% | Unchanged |
| Denali Advisors LLC | 11,800 | $200.6K | 0.06% | −2,600−18.1% | Reduced |
| Goldman Sachs Group Inc | 11,118 | $189.0K | 0.00% | +11,118 | New |
| Virtu Financial LLC | 10,865 | $185.0K | 0.01% | +10,865 | New |
| Gabelli Funds LLC | 10,500 | $178.5K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 10,439 | $177.5K | 0.00% | +3,905+59.8% | Added |
| BNP Paribas Arbitrage, SA | 7,758 | $131.9K | 0.00% | −6,660−46.2% | Reduced |
| Deutsche Bank AG | 6,811 | $115.8K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 5,147 | $87.5K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 4,694 | $79.8K | 0.00% | −70−1.5% | Reduced |
| Guardian Wealth Management, Inc. | 2,777 | $47.2K | 0.04% | +32+1.2% | Added |
| HM Payson & Co | 2,488 | $42.3K | 0.00% | +788+46.4% | Added |
| Wells Fargo & Company | 2,437 | $41.4K | 0.00% | +537+28.3% | Added |
| West Tower Group, LLC | 2,268 | $38.6K | 0.08% | +2,268 | New |
| New York State Common Retirement Fund | 1,877 | $31.9K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 1,800 | $30.6K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1,800 | $30.6K | 0.01% | 00.0% | Unchanged |
| California State Teachers Retirement System | 1,554 | $26.4K | 0.00% | −552−26.2% | Reduced |
| Amalgamated Bank | 1,373 | $23.0K | 0.00% | −103−7.0% | Reduced |
| IFP Advisors, Inc | 1,156 | $19.6K | 0.00% | +733+173.3% | Added |
| Legal & General Group Plc | 1,017 | $17.3K | 0.00% | −105−9.4% | Reduced |
| The PNC Financial Services Group, Inc. | 1,000 | $17.0K | 0.00% | +1,000 | New |
| Advisor Group Holdings, Inc. | 785 | $13.3K | 0.00% | −238−23.3% | Reduced |
| Ameritas Investment Partners, Inc. | 744 | $12.6K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 655 | $11.1K | 0.00% | −28−4.1% | Reduced |
| Metropolitan Life Insurance Co | 607 | $10.3K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 484 | $8.23K | 0.00% | +484 | New |
| FMR LLC | 404 | $6.87K | 0.00% | −485−54.6% | Reduced |
| Spire Wealth Management | 200 | $3.32K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 125 | $2.13K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 31 | $542 | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 17 | $284 | 0.00% | +17 | New |
| Covestor Ltd | 6 | $0 | 0.00% | −1−14.3% | Reduced |
| Golden Gate Private Equity, Inc. | 0 | $0 | 0.00% | −19,522−100.0% | Sold out |
| Millington Financial Advisors, LLC | 0 | $0 | 0.00% | −65,712−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −41,693−100.0% | Sold out |
| Channing Capital Management, LLC | 0 | $0 | 0.00% | −21,497−100.0% | Sold out |
| Ritholtz Wealth Management | 0 | $0 | 0.00% | −12,921−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −5,200−100.0% | Sold out |
| First Personal Financial Services | 0 | $0 | 0.00% | −1,250−100.0% | Sold out |
| Dorsey Wright & Associates | 0 | $0 | 0.00% | −1,229−100.0% | Sold out |
| Steward Financial Group LLC | – | – | – | – | Not filed |