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, Q1 2024
Institutional positions in Silvercrest Asset Management Group Inc. as of Mar 31, 2024. 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
- 77
- −5 vs. Q4 2023
- Shares held
- 6.51M
- −107.3K (−1.6%) vs. Q4 2023
- Total value
- $102.9M
- −$9.63M (−8.6%) vs. Q4 2023
- New holders
- 6
- 23 more added
- Sold out
- 11
- 28 more reduced
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Silvercrest Asset Management Group Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 27 | $0 | 0.00% | +21+350.0% | Added |
| CWM, LLC | 1 | $0 | 0.00% | +1 | New |
| Jamison Private Wealth Management, Inc. | 2,500 | $0 | 0.00% | +2,500 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2 | $31 | 0.00% | +2 | New |
| First Horizon Advisors, Inc. | 32 | $510 | 0.00% | +1+3.2% | Added |
| Piscataqua Savings Bank | 125 | $1.98K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 139 | $2.20K | 0.00% | −265−65.6% | Reduced |
| Spire Wealth Management | 200 | $3.16K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 344 | $5.00K | 0.00% | −1,029−74.9% | Reduced |
| Tower Research Capital LLC (TRC) | 363 | $5.74K | 0.00% | −292−44.6% | Reduced |
| Metropolitan Life Insurance Co | 607 | $9.60K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 744 | $11.8K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 770 | $12.2K | 0.00% | −15−1.9% | Reduced |
| California State Teachers Retirement System | 949 | $15.0K | 0.00% | −605−38.9% | Reduced |
| Legal & General Group Plc | 1,017 | $16.1K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,179 | $18.6K | 0.00% | +23+2.0% | Added |
| Prestige Wealth Management Group LLC | 1,800 | $28.5K | 0.01% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 1,877 | $29.7K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 2,813 | $44.5K | 0.03% | +36+1.3% | Added |
| Wells Fargo & Company | 3,114 | $49.2K | 0.00% | +677+27.8% | Added |
| First Personal Financial Services | 4,000 | $63.2K | 0.01% | +4,000 | New |
| American International Group, Inc. | 4,654 | $73.6K | 0.00% | −40−0.9% | Reduced |
| MetLife Investment Management | 5,147 | $81.4K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 6,811 | $107.7K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 7,573 | $119.7K | 0.00% | −5,497−42.1% | Reduced |
| BNP Paribas Arbitrage, SA | 8,450 | $133.6K | 0.00% | +692+8.9% | Added |
| Heron Bay Capital Management | 10,261 | $162.2K | 0.03% | +10,261 | New |
| Gabelli Funds LLC | 10,500 | $166.0K | 0.00% | 00.0% | Unchanged |
| Denali Advisors LLC | 11,800 | $186.6K | 0.05% | 00.0% | Unchanged |
| Invesco Ltd. | 12,256 | $193.8K | 0.00% | +12,256 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 12,796 | $202.3K | 0.01% | 00.0% | Unchanged |
| Rhumbline Advisers | 13,158 | $208.0K | 0.00% | +359+2.8% | Added |
| O'Shaughnessy Asset Management, LLC | 13,515 | $213.7K | 0.00% | −10,154−42.9% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 14,098 | $222.9K | 0.01% | −458−3.1% | Reduced |
| Roberts Glore & Co Inc | 14,108 | $223.0K | 0.07% | 00.0% | Unchanged |
| UBS Group AG | 16,378 | $258.9K | 0.00% | +102+0.6% | Added |
| JPMorgan Chase & Co | 18,130 | $286.6K | 0.00% | +7,691+73.7% | Added |
| Nuveen Asset Management, LLC | 18,724 | $296.0K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 20,149 | $318.6K | 0.00% | −6,046−23.1% | Reduced |
| Charles Schwab Investment Management Inc | 24,977 | $394.9K | 0.00% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 26,277 | $415.4K | 0.01% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 28,500 | $450.6K | 0.00% | −1,500−5.0% | Reduced |
| Two Sigma Investments, LP | 29,406 | $464.9K | 0.00% | −2,500−7.8% | Reduced |
| Royal Bank of Canada | 30,765 | $485.0K | 0.00% | −2,919−8.7% | Reduced |
| Appleton Partners Inc | 31,650 | $500.0K | 0.04% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 33,242 | $518.6K | 0.01% | +2,099+6.7% | Added |
| Citadel Advisors LLC | 38,577 | $609.9K | 0.00% | +10,965+39.7% | Added |
| Bank of New York Mellon Corp | 40,544 | $641.0K | 0.00% | −2,296−5.4% | Reduced |
| Goldman Sachs Group Inc | 45,286 | $716.0K | 0.00% | +34,168+307.3% | Added |
| Citigroup Inc | 45,557 | $720.3K | 0.00% | +11,263+32.8% | Added |
| HM Payson & Co | 46,888 | $741.3K | 0.01% | +44,400+1,784.6% | Added |
| Russell Investments Group, Ltd. | 49,502 | $782.6K | 0.00% | +2,905+6.2% | Added |
| Morgan Stanley | 50,200 | $793.7K | 0.00% | −11,092−18.1% | Reduced |
| Millennium Management LLC | 52,519 | $830.3K | 0.00% | −8,444−13.9% | Reduced |
| Globeflex Capital L P | 63,521 | $1.00M | 0.10% | 00.0% | Unchanged |
| Novare Capital Management LLC | 64,400 | $1.02M | 0.09% | −2,100−3.2% | Reduced |
| Teton Advisors, Inc. | 68,500 | $1.08M | 0.38% | 00.0% | Unchanged |
| Northern Trust Corp | 77,135 | $1.22M | 0.00% | −771−1.0% | Reduced |
| Diamond Hill Capital Management Inc | 95,424 | $1.51M | 0.01% | +4,852+5.4% | Added |
| Cary Street Partners Asset Management LLC | 115,713 | $1.83M | 0.28% | −9,970−7.9% | Reduced |
| Cary Street Partner Investment Advisory LLC | 123,313 | $1.95M | 0.08% | −6,120−4.7% | Reduced |
| State Street Corp | 150,168 | $2.37M | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 154,528 | $2.44M | 0.06% | +8,245+5.6% | Added |
| Renaissance Technologies LLC | 155,237 | $2.45M | 0.00% | +3,400+2.2% | Added |
| Banc Funds Co LLC | 183,431 | $2.90M | 0.33% | −19,855−9.8% | Reduced |
| Perritt Capital Management Inc | 195,240 | $3.09M | 1.67% | −3,246−1.6% | Reduced |
| Geode Capital Management, LLC | 201,244 | $3.18M | 0.00% | +4,336+2.2% | Added |
| Invenomic Capital Management LP | 207,358 | $3.28M | 0.17% | −58,182−21.9% | Reduced |
| Dimensional Fund Advisors LP | 208,833 | $3.30M | 0.00% | +6,300+3.1% | Added |
| Keeley-Teton Advisors, LLC | 228,490 | $3.61M | 0.44% | −300−0.1% | Reduced |
| Boston Partners | 242,353 | $3.83M | 0.00% | −17,121−6.6% | Reduced |
| Pacific Ridge Capital Partners, LLC | 262,456 | $4.15M | 0.91% | −13,485−4.9% | Reduced |
| Punch & Associates Investment Management, Inc. | 448,150 | $7.09M | 0.40% | +40,086+9.8% | Added |
| Vanguard Group Inc | 522,136 | $8.25M | 0.00% | +4,756+0.9% | Added |
| BlackRock Inc. | 534,547 | $8.45M | 0.00% | −29,652−5.3% | Reduced |
| Royce & Associates LP | 634,591 | $10.0M | 0.09% | −8,100−1.3% | Reduced |
| Long Path Partners LP | 760,171 | $12.0M | 6.32% | +34,611+4.8% | Added |
| Ameriprise Financial Inc | 0 | $0 | 0.00% | −50,940−100.0% | Sold out |
| Koss-Olinger Consulting, LLC | 0 | $0 | 0.00% | −22,992−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −18,800−100.0% | Sold out |
| Mesirow Financial Investment Management, Inc. | 0 | $0 | 0.00% | −13,798−100.0% | Sold out |
| Capital Management Corp | 0 | $0 | 0.00% | −13,330−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −10,865−100.0% | Sold out |
| West Tower Group, LLC | 0 | $0 | 0.00% | −2,268−100.0% | Sold out |
| Toth Financial Advisory Corp | 0 | $0 | 0.00% | −1,800−100.0% | Sold out |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Scarborough Advisors, LLC | 0 | $0 | 0.00% | −484−100.0% | Sold out |
| GAMMA Investing LLC | 0 | $0 | 0.00% | −17−100.0% | Sold out |