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 |
|---|---|---|---|---|---|
| Covestor Ltd | 23 | $0 | 0.00% | +12+109.1% | Added |
| First Horizon Advisors, Inc. | 33 | $615 | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 39 | $717 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 80 | $1.47K | 0.00% | +80 | New |
| CWM, LLC | 83 | $2.00K | 0.00% | +11+15.3% | Added |
| Piscataqua Savings Bank | 125 | $2.30K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 185 | $3.39K | 0.00% | +70+60.9% | Added |
| Spire Wealth Management | 200 | $3.68K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 323 | $5.94K | 0.00% | +293+976.7% | Added |
| Amalgamated Bank | 344 | $6.00K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 689 | $12.7K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 738 | $13.6K | 0.00% | −67−8.3% | Reduced |
| Ameritas Investment Partners, Inc. | 744 | $13.7K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 776 | $14.3K | 0.00% | +297+62.0% | Added |
| Legal & General Group Plc | 833 | $15.3K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 1,367 | $25.1K | 0.00% | −702−33.9% | Reduced |
| Meeder Asset Management Inc | 1,396 | $25.7K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1,800 | $33.1K | 0.01% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 1,880 | $34.6K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 2,891 | $53.2K | 0.04% | +9+0.3% | Added |
| Advisor Group Holdings, Inc. | 3,745 | $68.9K | 0.00% | +1,899+102.9% | Added |
| Corebridge Financial, Inc. | 4,730 | $87.0K | 0.00% | −357−7.0% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 5,415 | $99.6K | 0.00% | +33+0.6% | Added |
| Wells Fargo & Company | 5,604 | $103.1K | 0.00% | +1,236+28.3% | Added |
| MetLife Investment Management | 5,754 | $105.8K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 6,488 | $119.3K | 0.00% | 00.0% | Unchanged |
| R Squared Ltd | 6,660 | $122.5K | 0.12% | +6,660 | New |
| Clearstead Advisors, LLC | 13,136 | $241.6K | 0.00% | −9,041−40.8% | Reduced |
| UBS Group AG | 14,085 | $259.0K | 0.00% | +1,292+10.1% | Added |
| Roberts Glore & Co Inc | 14,733 | $270.9K | 0.08% | +300+2.1% | Added |
| Rhumbline Advisers | 14,852 | $273.1K | 0.00% | +182+1.2% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 16,430 | $302.1K | 0.00% | +1,781+12.2% | Added |
| O'Shaughnessy Asset Management, LLC | 19,856 | $365.2K | 0.00% | +8,313+72.0% | Added |
| Gamco Investors, Inc. Et Al | 20,000 | $367.8K | 0.00% | +1,000+5.3% | Added |
| Nuveen Asset Management, LLC | 20,232 | $372.1K | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 20,259 | $376.0K | 0.00% | −1,417−6.5% | Reduced |
| Royal Bank of Canada | 21,350 | $393.0K | 0.00% | −475−2.2% | Reduced |
| HM Payson & Co | 21,488 | $395.2K | 0.01% | −26,700−55.4% | Reduced |
| Bank of New York Mellon Corp | 23,941 | $440.3K | 0.00% | −17,588−42.4% | Reduced |
| Martingale Asset Management L P | 25,154 | $462.6K | 0.01% | +2,707+12.1% | Added |
| Bridgeway Capital Management, LLC | 25,202 | $463.5K | 0.01% | −1,075−4.1% | Reduced |
| Two Sigma Investments, LP | 25,959 | $477.4K | 0.00% | −4,620−15.1% | Reduced |
| Gabelli Funds LLC | 26,622 | $489.6K | 0.00% | +522+2.0% | Added |
| Charles Schwab Investment Management Inc | 26,818 | $493.2K | 0.00% | +1,857+7.4% | Added |
| Koss-Olinger Consulting, LLC | 27,942 | $514.0K | 0.05% | −1,612−5.5% | Reduced |
| Bank of America Corp | 29,825 | $548.5K | 0.00% | +3,185+12.0% | Added |
| Fort Point Capital Partners LLC | 30,000 | $551.7K | 0.06% | +30,000 | New |
| Appleton Partners Inc | 31,650 | $582.0K | 0.04% | 00.0% | Unchanged |
| Barclays PLC | 32,663 | $600.7K | 0.00% | +1,849+6.0% | Added |
| JPMorgan Chase & Co | 35,583 | $654.4K | 0.00% | +14,978+72.7% | Added |
| Two Sigma Advisers, LP | 38,500 | $708.0K | 0.00% | −400−1.0% | Reduced |
| Novare Capital Management LLC | 50,800 | $934.2K | 0.08% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 56,481 | $1.04M | 0.00% | −868−1.5% | Reduced |
| Teton Advisors, Inc. | 59,400 | $1.09M | 0.56% | −5,600−8.6% | Reduced |
| Globeflex Capital L P | 63,521 | $1.17M | 0.10% | 00.0% | Unchanged |
| Citigroup Inc | 65,020 | $1.20M | 0.00% | +2,423+3.9% | Added |
| Cary Street Partners Financial LLC | 65,063 | $1.20M | 0.04% | +65,063 | New |
| Northern Trust Corp | 77,304 | $1.42M | 0.00% | +3,751+5.1% | Added |
| Morgan Stanley | 94,541 | $1.74M | 0.00% | +2,787+3.0% | Added |
| Diamond Hill Capital Management Inc | 125,695 | $2.31M | 0.01% | +1,781+1.4% | Added |
| State Street Corp | 155,396 | $2.86M | 0.00% | +2,498+1.6% | Added |
| Renaissance Technologies LLC | 157,537 | $2.90M | 0.00% | −5,900−3.6% | Reduced |
| Ancora Advisors, LLC | 162,905 | $3.00M | 0.07% | −515−0.3% | Reduced |
| Perritt Capital Management Inc | 163,872 | $3.01M | 1.57% | −24,939−13.2% | Reduced |
| Boston Partners | 208,072 | $3.83M | 0.00% | −4,314−2.0% | Reduced |
| Dimensional Fund Advisors LP | 208,760 | $3.84M | 0.00% | +2,175+1.1% | Added |
| Geode Capital Management, LLC | 223,974 | $4.12M | 0.00% | +556+0.2% | Added |
| Keeley-Teton Advisors, LLC | 228,457 | $4.20M | 0.49% | 00.0% | Unchanged |
| Pacific Ridge Capital Partners, LLC | 231,303 | $4.25M | 0.98% | −2,998−1.3% | Reduced |
| Punch & Associates Investment Management, Inc. | 429,880 | $7.91M | 0.43% | −23,620−5.2% | Reduced |
| Vanguard Group Inc | 553,408 | $10.2M | 0.00% | +35,607+6.9% | Added |
| Royce & Associates LP | 580,000 | $10.7M | 0.10% | −6,300−1.1% | Reduced |
| BlackRock, Inc. | 822,142 | $15.1M | 0.00% | −9,152−1.1% | Reduced |
| Long Path Partners LP | 940,798 | $17.3M | 5.61% | 00.0% | Unchanged |
| 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 |