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 2024
Institutional positions in Silvercrest Asset Management Group Inc. as of Dec 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
- 74
- −3 vs. Q3 2024
- Shares held
- 6.35M
- −61.2K (−1.0%) vs. Q3 2024
- Total value
- $116.8M
- +$6.30M (+5.7%) vs. Q3 2024
- New holders
- 4
- 29 more added
- Sold out
- 7
- 22 more reduced
2 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2024: 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 2024
Shares, value and share of portfolio for each institution holding Silvercrest Asset Management Group Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Long Path Partners LP | 940,798 | $17.3M | 5.61% | 00.0% | Unchanged |
| BlackRock, Inc. | 822,142 | $15.1M | 0.00% | −9,152−1.1% | Reduced |
| Royce & Associates LP | 580,000 | $10.7M | 0.10% | −6,300−1.1% | Reduced |
| Vanguard Group Inc | 553,408 | $10.2M | 0.00% | +35,607+6.9% | Added |
| Punch & Associates Investment Management, Inc. | 429,880 | $7.91M | 0.43% | −23,620−5.2% | Reduced |
| Pacific Ridge Capital Partners, LLC | 231,303 | $4.25M | 0.98% | −2,998−1.3% | Reduced |
| Keeley-Teton Advisors, LLC | 228,457 | $4.20M | 0.49% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 223,974 | $4.12M | 0.00% | +556+0.2% | Added |
| Dimensional Fund Advisors LP | 208,760 | $3.84M | 0.00% | +2,175+1.1% | Added |
| Boston Partners | 208,072 | $3.83M | 0.00% | −4,314−2.0% | Reduced |
| Perritt Capital Management Inc | 163,872 | $3.01M | 1.57% | −24,939−13.2% | Reduced |
| Ancora Advisors, LLC | 162,905 | $3.00M | 0.07% | −515−0.3% | Reduced |
| Renaissance Technologies LLC | 157,537 | $2.90M | 0.00% | −5,900−3.6% | Reduced |
| State Street Corp | 155,396 | $2.86M | 0.00% | +2,498+1.6% | Added |
| Diamond Hill Capital Management Inc | 125,695 | $2.31M | 0.01% | +1,781+1.4% | Added |
| Morgan Stanley | 94,541 | $1.74M | 0.00% | +2,787+3.0% | Added |
| Northern Trust Corp | 77,304 | $1.42M | 0.00% | +3,751+5.1% | Added |
| Cary Street Partners Financial LLC | 65,063 | $1.20M | 0.04% | +65,063 | New |
| Citigroup Inc | 65,020 | $1.20M | 0.00% | +2,423+3.9% | Added |
| Globeflex Capital L P | 63,521 | $1.17M | 0.10% | 00.0% | Unchanged |
| Teton Advisors, Inc. | 59,400 | $1.09M | 0.56% | −5,600−8.6% | Reduced |
| Goldman Sachs Group Inc | 56,481 | $1.04M | 0.00% | −868−1.5% | Reduced |
| Novare Capital Management LLC | 50,800 | $934.2K | 0.08% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 38,500 | $708.0K | 0.00% | −400−1.0% | Reduced |
| JPMorgan Chase & Co | 35,583 | $654.4K | 0.00% | +14,978+72.7% | Added |
| Barclays PLC | 32,663 | $600.7K | 0.00% | +1,849+6.0% | Added |
| Appleton Partners Inc | 31,650 | $582.0K | 0.04% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 30,000 | $551.7K | 0.06% | +30,000 | New |
| Bank of America Corp | 29,825 | $548.5K | 0.00% | +3,185+12.0% | Added |
| Koss-Olinger Consulting, LLC | 27,942 | $514.0K | 0.05% | −1,612−5.5% | Reduced |
| Charles Schwab Investment Management Inc | 26,818 | $493.2K | 0.00% | +1,857+7.4% | Added |
| Gabelli Funds LLC | 26,622 | $489.6K | 0.00% | +522+2.0% | Added |
| Two Sigma Investments, LP | 25,959 | $477.4K | 0.00% | −4,620−15.1% | Reduced |
| Bridgeway Capital Management, LLC | 25,202 | $463.5K | 0.01% | −1,075−4.1% | Reduced |
| Martingale Asset Management L P | 25,154 | $462.6K | 0.01% | +2,707+12.1% | Added |
| Bank of New York Mellon Corp | 23,941 | $440.3K | 0.00% | −17,588−42.4% | Reduced |
| HM Payson & Co | 21,488 | $395.2K | 0.01% | −26,700−55.4% | Reduced |
| Royal Bank of Canada | 21,350 | $393.0K | 0.00% | −475−2.2% | Reduced |
| HSBC Holdings PLC | 20,259 | $376.0K | 0.00% | −1,417−6.5% | Reduced |
| Nuveen Asset Management, LLC | 20,232 | $372.1K | 0.00% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 20,000 | $367.8K | 0.00% | +1,000+5.3% | Added |
| O'Shaughnessy Asset Management, LLC | 19,856 | $365.2K | 0.00% | +8,313+72.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 16,430 | $302.1K | 0.00% | +1,781+12.2% | Added |
| Rhumbline Advisers | 14,852 | $273.1K | 0.00% | +182+1.2% | Added |
| Roberts Glore & Co Inc | 14,733 | $270.9K | 0.08% | +300+2.1% | Added |
| UBS Group AG | 14,085 | $259.0K | 0.00% | +1,292+10.1% | Added |
| Clearstead Advisors, LLC | 13,136 | $241.6K | 0.00% | −9,041−40.8% | Reduced |
| R Squared Ltd | 6,660 | $122.5K | 0.12% | +6,660 | New |
| Deutsche Bank AG | 6,488 | $119.3K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 5,754 | $105.8K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 5,604 | $103.1K | 0.00% | +1,236+28.3% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 5,415 | $99.6K | 0.00% | +33+0.6% | Added |
| Corebridge Financial, Inc. | 4,730 | $87.0K | 0.00% | −357−7.0% | Reduced |
| Advisor Group Holdings, Inc. | 3,745 | $68.9K | 0.00% | +1,899+102.9% | Added |
| Guardian Wealth Management, Inc. | 2,891 | $53.2K | 0.04% | +9+0.3% | Added |
| New York State Common Retirement Fund | 1,880 | $34.6K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1,800 | $33.1K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 1,396 | $25.7K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 1,367 | $25.1K | 0.00% | −702−33.9% | Reduced |
| Legal & General Group Plc | 833 | $15.3K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 776 | $14.3K | 0.00% | +297+62.0% | Added |
| Ameritas Investment Partners, Inc. | 744 | $13.7K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 738 | $13.6K | 0.00% | −67−8.3% | Reduced |
| California State Teachers Retirement System | 689 | $12.7K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 344 | $6.00K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 323 | $5.94K | 0.00% | +293+976.7% | Added |
| Spire Wealth Management | 200 | $3.68K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 185 | $3.39K | 0.00% | +70+60.9% | Added |
| Piscataqua Savings Bank | 125 | $2.30K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 83 | $2.00K | 0.00% | +11+15.3% | Added |
| SBI Securities Co., Ltd. | 80 | $1.47K | 0.00% | +80 | New |
| Riverview Trust Co | 39 | $717 | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 33 | $615 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 23 | $0 | 0.00% | +12+109.1% | Added |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −71,238−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −20,030−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −14,200−100.0% | Sold out |
| Signaturefd, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −57−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −47−100.0% | Sold out |
| Jamison Private Wealth Management, Inc. | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Cary Street Partners Asset Management LLC | – | – | – | – | Not filed |
| First Personal Financial Services | – | – | – | – | Not filed |