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, Q3 2025
Institutional positions in Silvercrest Asset Management Group Inc. as of Sep 30, 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
- 89
- +9 vs. Q2 2025
- Shares held
- 5.04M
- −254.4K (−4.8%) vs. Q2 2025
- Total value
- $79.4M
- −$4.60M (−5.5%) vs. Q2 2025
- New holders
- 11
- 26 more added
- Sold out
- 2
- 31 more reduced
1 institution that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2025: 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, Q3 2025
Shares, value and share of portfolio for each institution holding Silvercrest Asset Management Group Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 23 | $0 | 0.00% | +1+4.5% | Added |
| Allworth Financial LP | 1 | $16 | 0.00% | +1 | New |
| True Wealth Design, LLC | 2 | $32 | 0.00% | +2 | New |
| IFP Advisors, Inc | 9 | $142 | 0.00% | +9 | Added |
| SBI Securities Co., Ltd. | 16 | $252 | 0.00% | +4+33.3% | Added |
| Jones Financial Companies LLLP | 25 | $394 | 0.00% | −25−50.0% | Reduced |
| Massmutual Trust Co FSB | 36 | $567 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 42 | $662 | 0.00% | +26+162.5% | Added |
| GAMMA Investing LLC | 45 | $709 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 120 | $1.89K | 0.00% | +117+3,900.0% | Added |
| Piscataqua Savings Bank | 125 | $1.97K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 179 | $2.00K | 0.00% | −121−40.3% | Reduced |
| Optiver Holding B.V. | 150 | $2.36K | 0.00% | +150 | New |
| SRS Capital Advisors, Inc. | 190 | $2.99K | 0.00% | +190 | New |
| Spire Wealth Management | 208 | $3.27K | 0.00% | +3+1.5% | Added |
| Farther Finance Advisors, LLC | 208 | $3.28K | 0.00% | −593−74.0% | Reduced |
| Wealthspire Advisors, LLC | 269 | $4.24K | 0.00% | +269 | New |
| Amalgamated Bank | 344 | $5.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 327 | $5.00K | 0.00% | +12+3.8% | Added |
| FMR LLC | 484 | $7.62K | 0.00% | +21+4.5% | Added |
| Harbor Capital Advisors, Inc. | 485 | $8.00K | 0.00% | +485 | New |
| Sterling Capital Management LLC | 542 | $8.54K | 0.00% | +273+101.5% | Added |
| Public Employees Retirement System of Ohio | 600 | $9.45K | 0.00% | +600 | New |
| California State Teachers Retirement System | 690 | $10.9K | 0.00% | +1+0.1% | Added |
| Legal & General Group Plc | 702 | $11.1K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 744 | $11.7K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 927 | $14.6K | 0.00% | −345−27.1% | Reduced |
| Royal Bank of Canada | 957 | $15.0K | 0.00% | −7,632−88.9% | Reduced |
| Strategic Advocates LLC | 1,018 | $16.0K | 0.00% | +1,018 | New |
| Russell Investments Group, Ltd. | 1,232 | $19.4K | 0.00% | +838+212.7% | Added |
| Meeder Asset Management Inc | 1,396 | $22.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1,800 | $28.4K | 0.01% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 1,880 | $29.6K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 2,032 | $32.0K | 0.00% | +2,032 | New |
| Police & Firemen's Retirement System of New Jersey | 2,148 | $33.8K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 3,739 | $58.9K | 0.00% | −642−14.7% | Reduced |
| Advisor Group Holdings, Inc. | 4,935 | $80.9K | 0.00% | −128−2.5% | Reduced |
| Wells Fargo & Company | 6,027 | $94.9K | 0.00% | +883+17.2% | Added |
| UBS Group AG | 6,471 | $101.9K | 0.00% | −16,356−71.7% | Reduced |
| Deutsche Bank AG | 6,488 | $102.2K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 8,100 | $127.6K | 0.00% | −10,388−56.2% | Reduced |
| BNP Paribas Arbitrage, SA | 9,867 | $155.4K | 0.00% | +494+5.3% | Added |
| Silvercrest Asset Management Group LLC | 10,000 | $157.5K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 13,215 | $208.1K | 0.00% | −455−3.3% | Reduced |
| Trexquant Investment LP | 15,161 | $238.8K | 0.00% | −7,361−32.7% | Reduced |
| JPMorgan Chase & Co | 15,524 | $244.5K | 0.00% | +1,315+9.3% | Added |
| Raymond James Financial Inc | 15,568 | $245.2K | 0.00% | +13+0.1% | Added |
| Nuveen, LLC | 15,690 | $247.1K | 0.00% | 00.0% | Unchanged |
| Bailard, Inc. | 16,969 | $267.3K | 0.01% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 17,702 | $278.8K | 0.01% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 18,758 | $295.4K | 0.08% | +100+0.5% | Added |
| Ritholtz Wealth Management | 19,144 | $301.5K | 0.01% | +963+5.3% | Added |
| Arrowstreet Capital, Limited Partnership | 19,934 | $314.0K | 0.00% | 00.0% | Unchanged |
| R Squared Ltd | 21,551 | $339.4K | 0.15% | −4,556−17.5% | Reduced |
| Clearstead Advisors, LLC | 22,712 | $357.7K | 0.01% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 22,722 | $357.9K | 0.00% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 24,380 | $384.0K | 0.00% | −2,068−7.8% | Reduced |
| Bank of America Corp | 25,487 | $401.4K | 0.00% | −6,052−19.2% | Reduced |
| Gamco Investors, Inc. Et Al | 26,078 | $410.7K | 0.00% | −2,331−8.2% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 27,572 | $434.3K | 0.00% | +6,399+30.2% | Added |
| Jane Street Group, LLC | 28,103 | $442.6K | 0.00% | +28,103 | New |
| Martingale Asset Management L P | 28,261 | $445.1K | 0.01% | +100.0% | Added |
| Millennium Management LLC | 29,928 | $471.4K | 0.00% | +6,753+29.1% | Added |
| Appleton Partners Inc | 31,650 | $498.0K | 0.03% | 00.0% | Unchanged |
| Marshall Wace, LLP | 34,486 | $543.2K | 0.00% | −29,475−46.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 42,004 | $661.6K | 0.00% | +4,714+12.6% | Added |
| Barclays PLC | 48,473 | $763.5K | 0.00% | −5,075−9.5% | Reduced |
| Teton Advisors, LLC | 55,000 | $866.3K | 0.53% | +55,000 | New |
| Two Sigma Investments, LP | 58,146 | $915.8K | 0.00% | −5,802−9.1% | Reduced |
| Citigroup Inc | 60,644 | $955.1K | 0.00% | −1,733−2.8% | Reduced |
| Northern Trust Corp | 62,876 | $990.3K | 0.00% | −4,581−6.8% | Reduced |
| Globeflex Capital L P | 63,521 | $1.00M | 0.15% | 00.0% | Unchanged |
| HSBC Holdings PLC | 65,397 | $1.03M | 0.00% | +148+0.2% | Added |
| Two Sigma Advisers, LP | 68,500 | $1.08M | 0.00% | +17,000+33.0% | Added |
| Goldman Sachs Group Inc | 79,870 | $1.26M | 0.00% | −14,102−15.0% | Reduced |
| Morgan Stanley | 115,890 | $1.83M | 0.00% | −3,934−3.3% | Reduced |
| Perritt Capital Management Inc | 128,398 | $2.02M | 0.96% | −11,213−8.0% | Reduced |
| Ancora Advisors, LLC | 155,246 | $2.45M | 0.05% | −3,128−2.0% | Reduced |
| Diamond Hill Capital Management Inc | 172,034 | $2.71M | 0.01% | +118+0.1% | Added |
| Renaissance Technologies LLC | 179,122 | $2.82M | 0.00% | −8,315−4.4% | Reduced |
| Gabelli Funds LLC | 184,887 | $2.91M | 0.02% | 00.0% | Unchanged |
| State Street Corp | 192,740 | $3.04M | 0.00% | +953+0.5% | Added |
| Geode Capital Management, LLC | 205,950 | $3.24M | 0.00% | −7,344−3.4% | Reduced |
| Pacific Ridge Capital Partners, LLC | 212,121 | $3.34M | 0.73% | −4,843−2.2% | Reduced |
| Boston Partners | 212,557 | $3.35M | 0.00% | +11,457+5.7% | Added |
| Dimensional Fund Advisors LP | 213,053 | $3.36M | 0.00% | −5,318−2.4% | Reduced |
| Royce & Associates LP | 385,002 | $6.06M | 0.06% | −183,291−32.3% | Reduced |
| Vanguard Group Inc | 538,181 | $8.48M | 0.00% | −8,034−1.5% | Reduced |
| BlackRock, Inc. | 973,901 | $15.3M | 0.00% | −16,828−1.7% | Reduced |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −12,239−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −10,547−100.0% | Sold out |
| Teton Advisors, Inc. | – | – | – | – | Not filed |