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 |
|---|---|---|---|---|---|
| Covestor Ltd | 6 | $0 | 0.00% | −1−14.3% | Reduced |
| GAMMA Investing LLC | 17 | $284 | 0.00% | +17 | New |
| First Horizon Advisors, Inc. | 31 | $542 | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 125 | $2.13K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 200 | $3.32K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 404 | $6.87K | 0.00% | −485−54.6% | Reduced |
| Scarborough Advisors, LLC | 484 | $8.23K | 0.00% | +484 | New |
| Metropolitan Life Insurance Co | 607 | $10.3K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 655 | $11.1K | 0.00% | −28−4.1% | Reduced |
| Ameritas Investment Partners, Inc. | 744 | $12.6K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 785 | $13.3K | 0.00% | −238−23.3% | Reduced |
| The PNC Financial Services Group, Inc. | 1,000 | $17.0K | 0.00% | +1,000 | New |
| Legal & General Group Plc | 1,017 | $17.3K | 0.00% | −105−9.4% | Reduced |
| IFP Advisors, Inc | 1,156 | $19.6K | 0.00% | +733+173.3% | Added |
| Amalgamated Bank | 1,373 | $23.0K | 0.00% | −103−7.0% | Reduced |
| California State Teachers Retirement System | 1,554 | $26.4K | 0.00% | −552−26.2% | Reduced |
| 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 |
| New York State Common Retirement Fund | 1,877 | $31.9K | 0.00% | 00.0% | Unchanged |
| West Tower Group, LLC | 2,268 | $38.6K | 0.08% | +2,268 | New |
| Wells Fargo & Company | 2,437 | $41.4K | 0.00% | +537+28.3% | Added |
| HM Payson & Co | 2,488 | $42.3K | 0.00% | +788+46.4% | Added |
| Guardian Wealth Management, Inc. | 2,777 | $47.2K | 0.04% | +32+1.2% | Added |
| American International Group, Inc. | 4,694 | $79.8K | 0.00% | −70−1.5% | Reduced |
| MetLife Investment Management | 5,147 | $87.5K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 6,811 | $115.8K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 7,758 | $131.9K | 0.00% | −6,660−46.2% | Reduced |
| JPMorgan Chase & Co | 10,439 | $177.5K | 0.00% | +3,905+59.8% | Added |
| Gabelli Funds LLC | 10,500 | $178.5K | 0.00% | 00.0% | Unchanged |
| Virtu Financial LLC | 10,865 | $185.0K | 0.01% | +10,865 | New |
| Goldman Sachs Group Inc | 11,118 | $189.0K | 0.00% | +11,118 | New |
| Denali Advisors LLC | 11,800 | $200.6K | 0.06% | −2,600−18.1% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 12,796 | $217.5K | 0.01% | 00.0% | Unchanged |
| Rhumbline Advisers | 12,799 | $217.6K | 0.00% | −109−0.8% | Reduced |
| Bank of America Corp | 13,070 | $222.2K | 0.00% | +5,124+64.5% | Added |
| Capital Management Corp | 13,330 | $226.6K | 0.04% | −170,770−92.8% | Reduced |
| Roberts Glore & Co Inc | 14,108 | $239.8K | 0.07% | +275+2.0% | Added |
| Mesirow Financial Investment Management, Inc. | 13,798 | $240.5K | 0.01% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 14,556 | $247.5K | 0.01% | +302+2.1% | Added |
| UBS Group AG | 16,276 | $276.7K | 0.00% | +5,545+51.7% | Added |
| Nuveen Asset Management, LLC | 18,724 | $318.3K | 0.00% | +4,705+33.6% | Added |
| STRS Ohio | 18,800 | $319.0K | 0.00% | −1,700−8.3% | Reduced |
| Koss-Olinger Consulting, LLC | 22,992 | $391.0K | 0.04% | +7,891+52.3% | Added |
| O'Shaughnessy Asset Management, LLC | 23,669 | $402.4K | 0.01% | −8,414−26.2% | Reduced |
| Charles Schwab Investment Management Inc | 24,977 | $424.6K | 0.00% | −1,577−5.9% | Reduced |
| Barclays PLC | 26,195 | $445.3K | 0.00% | +12,373+89.5% | Added |
| Bridgeway Capital Management, LLC | 26,277 | $446.7K | 0.01% | 00.0% | Unchanged |
| Citadel Advisors LLC | 27,612 | $469.4K | 0.00% | +15,262+123.6% | Added |
| Two Sigma Advisers, LP | 30,000 | $510.0K | 0.00% | −900−2.9% | Reduced |
| Quadrature Capital Ltd | 31,143 | $529.1K | 0.01% | +31,143 | New |
| Appleton Partners Inc | 31,650 | $538.0K | 0.04% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 31,906 | $542.4K | 0.00% | +2,143+7.2% | Added |
| Royal Bank of Canada | 33,684 | $572.0K | 0.00% | +1,233+3.8% | Added |
| Citigroup Inc | 34,294 | $583.0K | 0.00% | +6,352+22.7% | Added |
| Bank of New York Mellon Corp | 42,840 | $728.3K | 0.00% | −27,220−38.9% | Reduced |
| Russell Investments Group, Ltd. | 46,597 | $792.1K | 0.00% | +9,663+26.2% | Added |
| Ameriprise Financial Inc | 50,940 | $866.0K | 0.00% | −7,810−13.3% | Reduced |
| Millennium Management LLC | 60,963 | $1.04M | 0.00% | +27,190+80.5% | Added |
| Morgan Stanley | 61,292 | $1.04M | 0.00% | +24,830+68.1% | Added |
| Globeflex Capital L P | 63,521 | $1.08M | 0.11% | 00.0% | Unchanged |
| Novare Capital Management LLC | 66,500 | $1.13M | 0.12% | +3,100+4.9% | Added |
| Teton Advisors, Inc. | 68,500 | $1.16M | 0.38% | +500+0.7% | Added |
| Northern Trust Corp | 77,906 | $1.32M | 0.00% | −1,068−1.4% | Reduced |
| Diamond Hill Capital Management Inc | 90,572 | $1.54M | 0.01% | −11,724−11.5% | Reduced |
| Cary Street Partners Asset Management LLC | 125,683 | $2.14M | 0.37% | −6,225−4.7% | Reduced |
| Cary Street Partner Investment Advisory LLC | 129,433 | $2.20M | 0.10% | −5,590−4.1% | Reduced |
| Ancora Advisors, LLC | 146,283 | $2.49M | 0.06% | +16,810+13.0% | Added |
| State Street Corp | 150,168 | $2.55M | 0.00% | +4,400+3.0% | Added |
| Renaissance Technologies LLC | 151,837 | $2.58M | 0.00% | −600−0.4% | Reduced |
| Geode Capital Management, LLC | 196,908 | $3.35M | 0.00% | +8,925+4.7% | Added |
| Perritt Capital Management Inc | 198,486 | $3.37M | 1.89% | −4,847−2.4% | Reduced |
| Dimensional Fund Advisors LP | 202,533 | $3.44M | 0.00% | +12,868+6.8% | Added |
| Banc Funds Co LLC | 203,286 | $3.46M | 0.34% | 00.0% | Unchanged |
| Keeley-Teton Advisors, LLC | 228,790 | $3.89M | 0.50% | +25,102+12.3% | Added |
| Boston Partners | 259,474 | $4.41M | 0.01% | −99,697−27.8% | Reduced |
| Invenomic Capital Management LP | 265,540 | $4.51M | 0.24% | +50,389+23.4% | Added |
| Pacific Ridge Capital Partners, LLC | 275,941 | $4.69M | 0.95% | −8,318−2.9% | Reduced |
| Punch & Associates Investment Management, Inc. | 408,064 | $6.94M | 0.41% | +106,007+35.1% | Added |
| Vanguard Group Inc | 517,380 | $8.80M | 0.00% | +9,052+1.8% | Added |
| BlackRock Inc. | 564,199 | $9.59M | 0.00% | +46,318+8.9% | Added |
| Royce & Associates LP | 642,691 | $10.9M | 0.10% | +87,201+15.7% | Added |
| Long Path Partners LP | 725,560 | $12.3M | 5.81% | 00.0% | Unchanged |
| 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 |