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.
| 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 2025
Shares, value and share of portfolio for each institution holding Silvercrest Asset Management Group Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 12 | $0 | 0.00% | −11−47.8% | Reduced |
| EverSource Wealth Advisors, LLC | 9 | $147 | 0.00% | +9 | New |
| SBI Securities Co., Ltd. | 30 | $491 | 0.00% | −50−62.5% | Reduced |
| First Horizon Advisors, Inc. | 33 | $553 | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 36 | $589 | 0.00% | +36 | New |
| CWM, LLC | 123 | $2.00K | 0.00% | +40+48.2% | Added |
| Piscataqua Savings Bank | 125 | $2.04K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 152 | $2.49K | 0.00% | −33−17.8% | Reduced |
| Sterling Capital Management LLC | 164 | $2.68K | 0.00% | −159−49.2% | Reduced |
| Spire Wealth Management | 202 | $3.31K | 0.00% | +2+1.0% | Added |
| Amalgamated Bank | 344 | $6.00K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 425 | $6.95K | 0.00% | −313−42.4% | Reduced |
| California State Teachers Retirement System | 689 | $11.3K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 721 | $11.8K | 0.00% | −646−47.3% | Reduced |
| Ameritas Investment Partners, Inc. | 744 | $12.2K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 833 | $13.6K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 912 | $14.9K | 0.00% | +136+17.5% | Added |
| Royal Bank of Canada | 1,013 | $17.0K | 0.00% | −20,337−95.3% | Reduced |
| Meeder Asset Management Inc | 1,396 | $22.8K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1,800 | $29.4K | 0.01% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 1,880 | $30.8K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 2,949 | $48.3K | 0.03% | +58+2.0% | Added |
| Corebridge Financial, Inc. | 4,661 | $76.3K | 0.00% | −69−1.5% | Reduced |
| Advisor Group Holdings, Inc. | 5,108 | $83.5K | 0.00% | +1,363+36.4% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 5,649 | $92.4K | 0.00% | +234+4.3% | Added |
| Wells Fargo & Company | 5,710 | $93.4K | 0.00% | +106+1.9% | Added |
| MetLife Investment Management | 5,754 | $94.1K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 6,488 | $106.1K | 0.00% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 10,000 | $163.6K | 0.00% | +10,000 | New |
| UBS Group AG | 12,115 | $198.2K | 0.00% | −1,970−14.0% | Reduced |
| Clearstead Advisors, LLC | 13,136 | $214.9K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 13,942 | $228.1K | 0.00% | −910−6.1% | Reduced |
| Roberts Glore & Co Inc | 14,733 | $241.0K | 0.07% | 00.0% | Unchanged |
| Jane Street Group, LLC | 14,777 | $241.8K | 0.00% | +14,777 | New |
| R Squared Ltd | 15,111 | $247.2K | 0.26% | +8,451+126.9% | Added |
| Susquehanna International Group, LLP | 17,089 | $279.6K | 0.00% | +17,089 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 17,641 | $288.6K | 0.00% | +1,211+7.4% | Added |
| Bridgeway Capital Management, LLC | 17,702 | $289.6K | 0.01% | −7,500−29.8% | Reduced |
| Gamco Investors, Inc. Et Al | 20,000 | $327.2K | 0.00% | 00.0% | Unchanged |
| Nuveen, LLC | 20,232 | $331.0K | 0.00% | +20,232 | New |
| HM Payson & Co | 21,488 | $351.5K | 0.01% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 21,652 | $354.2K | 0.00% | +1,796+9.0% | Added |
| JPMorgan Chase & Co | 21,706 | $355.1K | 0.00% | −13,877−39.0% | Reduced |
| HSBC Holdings PLC | 22,351 | $367.7K | 0.00% | +2,092+10.3% | Added |
| Bank of New York Mellon Corp | 24,716 | $404.3K | 0.00% | +775+3.2% | Added |
| Gabelli Funds LLC | 25,332 | $414.4K | 0.00% | −1,290−4.8% | Reduced |
| Bank of America Corp | 25,770 | $421.6K | 0.00% | −4,055−13.6% | Reduced |
| Charles Schwab Investment Management Inc | 26,818 | $438.7K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 27,894 | $456.3K | 0.00% | −4,769−14.6% | Reduced |
| Martingale Asset Management L P | 27,954 | $457.3K | 0.01% | +2,800+11.1% | Added |
| Appleton Partners Inc | 31,650 | $518.0K | 0.04% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 35,529 | $581.3K | 0.00% | +9,570+36.9% | Added |
| Citadel Advisors LLC | 35,645 | $583.2K | 0.00% | +35,645 | New |
| Novare Capital Management LLC | 36,500 | $597.1K | 0.05% | −14,300−28.1% | Reduced |
| Two Sigma Advisers, LP | 43,400 | $710.0K | 0.00% | +4,900+12.7% | Added |
| Goldman Sachs Group Inc | 49,297 | $806.5K | 0.00% | −7,184−12.7% | Reduced |
| Teton Advisors, Inc. | 56,500 | $924.3K | 0.58% | −2,900−4.9% | Reduced |
| Cary Street Partners Financial LLC | 62,588 | $1.02M | 0.03% | −2,475−3.8% | Reduced |
| Globeflex Capital L P | 63,521 | $1.04M | 0.10% | 00.0% | Unchanged |
| Northern Trust Corp | 74,312 | $1.22M | 0.00% | −2,992−3.9% | Reduced |
| Citigroup Inc | 79,793 | $1.31M | 0.00% | +14,773+22.7% | Added |
| Morgan Stanley | 81,436 | $1.33M | 0.00% | −13,105−13.9% | Reduced |
| Diamond Hill Capital Management Inc | 127,009 | $2.08M | 0.01% | +1,314+1.0% | Added |
| Perritt Capital Management Inc | 153,573 | $2.51M | 1.39% | −10,299−6.3% | Reduced |
| Renaissance Technologies LLC | 157,737 | $2.58M | 0.00% | +200+0.1% | Added |
| Ancora Advisors, LLC | 159,770 | $2.61M | 0.06% | −3,135−1.9% | Reduced |
| State Street Corp | 167,095 | $2.73M | 0.00% | +11,699+7.5% | Added |
| Boston Partners | 203,459 | $3.33M | 0.00% | −4,613−2.2% | Reduced |
| Dimensional Fund Advisors LP | 209,485 | $3.43M | 0.00% | +725+0.3% | Added |
| Keeley-Teton Advisors, LLC | 213,341 | $3.49M | 0.42% | −15,116−6.6% | Reduced |
| Pacific Ridge Capital Partners, LLC | 220,201 | $3.60M | 0.95% | −11,102−4.8% | Reduced |
| Geode Capital Management, LLC | 227,569 | $3.72M | 0.00% | +3,595+1.6% | Added |
| Punch & Associates Investment Management, Inc. | 229,211 | $3.75M | 0.25% | −200,669−46.7% | Reduced |
| Vanguard Group Inc | 551,881 | $9.03M | 0.00% | −1,527−0.3% | Reduced |
| Royce & Associates LP | 573,293 | $9.38M | 0.10% | −6,707−1.2% | Reduced |
| BlackRock, Inc. | 830,148 | $13.6M | 0.00% | +8,006+1.0% | Added |
| Long Path Partners LP | 910,328 | $14.9M | 5.76% | −30,470−3.2% | Reduced |
| Fort Point Capital Partners LLC | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Koss-Olinger Consulting, LLC | 0 | $0 | 0.00% | −27,942−100.0% | Sold out |
| Riverview Trust Co | 0 | $0 | 0.00% | −39−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |