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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 2025

Institutional positions in Silvercrest Asset Management Group Inc. as of Mar 31, 2025. 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
+4 vs. Q4 2024
Shares held
6.06M
−268.9K (−4.2%) vs. Q4 2024
Total value
$99.2M
−$17.3M (−14.8%) vs. Q4 2024
New holders
7
22 more added
Sold out
3
30 more reduced

1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2025: 77 institutions
Q1 2021: 68 institutionsQ2 2021: 65 institutionsQ3 2021: 56 institutionsQ4 2021: 55 institutionsQ1 2022: 60 institutionsQ2 2022: 77 institutionsQ3 2022: 77 institutionsQ4 2022: 82 institutionsQ1 2023: 85 institutionsQ2 2023: 87 institutionsQ3 2023: 84 institutionsQ4 2023: 82 institutionsQ1 2024: 77 institutionsQ2 2024: 78 institutionsQ3 2024: 79 institutionsQ4 2024: 74 institutionsQ1 2025: 77 institutionsQ2 2025: 81 institutionsQ3 2025: 89 institutionsQ4 2025: 82 institutionsQ1 2026: 94 institutionsQ2 2026: 98 institutions
Value heldQ1 2025: $99.2M
Q1 2021: $96.9MQ2 2021: $98.8MQ3 2021: $99.8MQ4 2021: $114.1MQ1 2022: $136.7MQ2 2022: $118.5MQ3 2022: $114.9MQ4 2022: $128.2MQ1 2023: $123.5MQ2 2023: $135.7MQ3 2023: $104.7MQ4 2023: $112.5MQ1 2024: $102.9MQ2 2024: $101.2MQ3 2024: $111.8MQ4 2024: $116.8MQ1 2025: $99.2MQ2 2025: $84.9MQ3 2025: $79.4MQ4 2025: $72.3MQ1 2026: $61.1MQ2 2026: $46.9M
Institutions holding SAMG and their total value by quarter
QuarterHoldersValue
Q2 202698$46.9M
Q1 202694$61.1M
Q4 202582$72.3M
Q3 202589$79.4M
Q2 202581$84.9M
Q1 202577$99.2M
Q4 202474$116.8M
Q3 202479$111.8M
Q2 202478$101.2M
Q1 202477$102.9M
Q4 202382$112.5M
Q3 202384$104.7M
Q2 202387$135.7M
Q1 202385$123.5M
Q4 202282$128.2M
Q3 202277$114.9M
Q2 202277$118.5M
Q1 202260$136.7M
Q4 202155$114.1M
Q3 202156$99.8M
Q2 202165$98.8M
Q1 202168$96.9M

Institutions, Q1 2025

Shares, value and share of portfolio for each institution holding Silvercrest Asset Management Group Inc.; share changes are against Q4 2024.

Institutions holding SAMG in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Long Path Partners LP910,328$14.9M5.76%−30,470−3.2%Reduced
BlackRock, Inc.830,148$13.6M0.00%+8,006+1.0%Added
Royce & Associates LP573,293$9.38M0.10%−6,707−1.2%Reduced
Vanguard Group Inc551,881$9.03M0.00%−1,527−0.3%Reduced
Punch & Associates Investment Management, Inc.229,211$3.75M0.25%−200,669−46.7%Reduced
Geode Capital Management, LLC227,569$3.72M0.00%+3,595+1.6%Added
Pacific Ridge Capital Partners, LLC220,201$3.60M0.95%−11,102−4.8%Reduced
Keeley-Teton Advisors, LLC213,341$3.49M0.42%−15,116−6.6%Reduced
Dimensional Fund Advisors LP209,485$3.43M0.00%+725+0.3%Added
Boston Partners203,459$3.33M0.00%−4,613−2.2%Reduced
State Street Corp167,095$2.73M0.00%+11,699+7.5%Added
Ancora Advisors, LLC159,770$2.61M0.06%−3,135−1.9%Reduced
Renaissance Technologies LLC157,737$2.58M0.00%+200+0.1%Added
Perritt Capital Management Inc153,573$2.51M1.39%−10,299−6.3%Reduced
Diamond Hill Capital Management Inc127,009$2.08M0.01%+1,314+1.0%Added
Morgan Stanley81,436$1.33M0.00%−13,105−13.9%Reduced
Citigroup Inc79,793$1.31M0.00%+14,773+22.7%Added
Northern Trust Corp74,312$1.22M0.00%−2,992−3.9%Reduced
Globeflex Capital L P63,521$1.04M0.10%00.0%Unchanged
Cary Street Partners Financial LLC62,588$1.02M0.03%−2,475−3.8%Reduced
Teton Advisors, Inc.56,500$924.3K0.58%−2,900−4.9%Reduced
Goldman Sachs Group Inc49,297$806.5K0.00%−7,184−12.7%Reduced
Two Sigma Advisers, LP43,400$710.0K0.00%+4,900+12.7%Added
Novare Capital Management LLC36,500$597.1K0.05%−14,300−28.1%Reduced
Citadel Advisors LLC35,645$583.2K0.00%+35,645New
Two Sigma Investments, LP35,529$581.3K0.00%+9,570+36.9%Added
Appleton Partners Inc31,650$518.0K0.04%00.0%Unchanged
Martingale Asset Management L P27,954$457.3K0.01%+2,800+11.1%Added
Barclays PLC27,894$456.3K0.00%−4,769−14.6%Reduced
Charles Schwab Investment Management Inc26,818$438.7K0.00%00.0%Unchanged
Bank of America Corp25,770$421.6K0.00%−4,055−13.6%Reduced
Gabelli Funds LLC25,332$414.4K0.00%−1,290−4.8%Reduced
Bank of New York Mellon Corp24,716$404.3K0.00%+775+3.2%Added
HSBC Holdings PLC22,351$367.7K0.00%+2,092+10.3%Added
JPMorgan Chase & Co21,706$355.1K0.00%−13,877−39.0%Reduced
O'Shaughnessy Asset Management, LLC21,652$354.2K0.00%+1,796+9.0%Added
HM Payson & Co21,488$351.5K0.01%00.0%Unchanged
Nuveen, LLC20,232$331.0K0.00%+20,232New
Gamco Investors, Inc. Et Al20,000$327.2K0.00%00.0%Unchanged
Bridgeway Capital Management, LLC17,702$289.6K0.01%−7,500−29.8%Reduced
Connor, Clark & Lunn Investment Management Ltd.17,641$288.6K0.00%+1,211+7.4%Added
Susquehanna International Group, LLP17,089$279.6K0.00%+17,089New
R Squared Ltd15,111$247.2K0.26%+8,451+126.9%Added
Jane Street Group, LLC14,777$241.8K0.00%+14,777New
Roberts Glore & Co Inc14,733$241.0K0.07%00.0%Unchanged
Rhumbline Advisers13,942$228.1K0.00%−910−6.1%Reduced
Clearstead Advisors, LLC13,136$214.9K0.00%00.0%Unchanged
UBS Group AG12,115$198.2K0.00%−1,970−14.0%Reduced
Silvercrest Asset Management Group LLC10,000$163.6K0.00%+10,000New
Deutsche Bank AG6,488$106.1K0.00%00.0%Unchanged
MetLife Investment Management5,754$94.1K0.00%00.0%Unchanged
Wells Fargo & Company5,710$93.4K0.00%+106+1.9%Added
Mirae Asset Global ETFs Holdings Ltd.5,649$92.4K0.00%+234+4.3%Added
Advisor Group Holdings, Inc.5,108$83.5K0.00%+1,363+36.4%Added
Corebridge Financial, Inc.4,661$76.3K0.00%−69−1.5%Reduced
Guardian Wealth Management, Inc.2,949$48.3K0.03%+58+2.0%Added
New York State Common Retirement Fund1,880$30.8K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC1,800$29.4K0.01%00.0%Unchanged
Meeder Asset Management Inc1,396$22.8K0.00%00.0%Unchanged
Royal Bank of Canada1,013$17.0K0.00%−20,337−95.3%Reduced
Tower Research Capital LLC (TRC)912$14.9K0.00%+136+17.5%Added
Legal & General Group Plc833$13.6K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.744$12.2K0.00%00.0%Unchanged
BNP Paribas Arbitrage, SA721$11.8K0.00%−646−47.3%Reduced
California State Teachers Retirement System689$11.3K0.00%00.0%Unchanged
FMR LLC425$6.95K0.00%−313−42.4%Reduced
Amalgamated Bank344$6.00K0.00%00.0%Unchanged
Spire Wealth Management202$3.31K0.00%+2+1.0%Added
Sterling Capital Management LLC164$2.68K0.00%−159−49.2%Reduced
Russell Investments Group, Ltd.152$2.49K0.00%−33−17.8%Reduced
Piscataqua Savings Bank125$2.04K0.00%00.0%Unchanged
CWM, LLC123$2.00K0.00%+40+48.2%Added
GAMMA Investing LLC36$5890.00%+36New
First Horizon Advisors, Inc.33$5530.00%00.0%Unchanged
SBI Securities Co., Ltd.30$4910.00%−50−62.5%Reduced
EverSource Wealth Advisors, LLC9$1470.00%+9New
Covestor Ltd12$00.00%−11−47.8%Reduced
Fort Point Capital Partners LLC0$00.00%−30,000−100.0%Sold out
Koss-Olinger Consulting, LLC0$00.00%−27,942−100.0%Sold out
Riverview Trust Co0$00.00%−39−100.0%Sold out
Nuveen Asset Management, LLC––––Not filed