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 2025
Institutional positions in Silvercrest Asset Management Group Inc. as of Dec 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
- 82
- −7 vs. Q3 2025
- Shares held
- 4.76M
- −278.7K (−5.5%) vs. Q3 2025
- Total value
- $72.3M
- −$7.04M (−8.9%) vs. Q3 2025
- New holders
- 3
- 23 more added
- Sold out
- 10
- 41 more reduced
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Silvercrest Asset Management Group Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 25 | $0 | 0.00% | +2+8.7% | Added |
| IFP Advisors, Inc | 13 | $197 | 0.00% | +4+44.4% | Added |
| SBI Securities Co., Ltd. | 14 | $213 | 0.00% | −2−12.5% | Reduced |
| UBS Asset Management Americas Inc | 15 | $228 | 0.00% | +15 | New |
| EverSource Wealth Advisors, LLC | 17 | $258 | 0.00% | −25−59.5% | Reduced |
| Rockefeller Capital Management L.P. | 60 | $911 | 0.00% | +60 | New |
| Essential Partners LLC | 73 | $1.11K | 0.00% | −47−39.2% | Reduced |
| Farther Finance Advisors, LLC | 113 | $1.72K | 0.00% | −95−45.7% | Reduced |
| Piscataqua Savings Bank | 125 | $1.90K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 150 | $2.28K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 193 | $3.00K | 0.00% | −764−79.8% | Reduced |
| Amalgamated Bank | 217 | $3.00K | 0.00% | −127−36.9% | Reduced |
| Spire Wealth Management | 211 | $3.20K | 0.00% | +3+1.4% | Added |
| CWM, LLC | 301 | $5.00K | 0.00% | −26−8.0% | Reduced |
| Sterling Capital Management LLC | 397 | $6.03K | 0.00% | −145−26.8% | Reduced |
| California State Teachers Retirement System | 423 | $6.42K | 0.00% | −267−38.7% | Reduced |
| Harbor Capital Advisors, Inc. | 477 | $7.00K | 0.00% | −8−1.6% | Reduced |
| Tower Research Capital LLC (TRC) | 598 | $9.08K | 0.00% | −329−35.5% | Reduced |
| Public Employees Retirement System of Ohio | 600 | $9.11K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 702 | $10.7K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 744 | $11.3K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 807 | $12.3K | 0.00% | +323+66.7% | Added |
| Strategic Advocates LLC | 1,033 | $15.8K | 0.00% | +15+1.5% | Added |
| Meeder Asset Management Inc | 1,396 | $21.2K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1,800 | $27.3K | 0.01% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 1,880 | $28.6K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 2,030 | $30.8K | 0.00% | +798+64.8% | Added |
| Police & Firemen's Retirement System of New Jersey | 2,148 | $32.6K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 2,294 | $34.8K | 0.00% | −58,350−96.2% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 3,314 | $50.3K | 0.00% | −425−11.4% | Reduced |
| Advisor Group Holdings, Inc. | 3,676 | $55.8K | 0.00% | −1,259−25.5% | Reduced |
| Deutsche Bank AG | 6,488 | $98.6K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 6,600 | $100.3K | 0.00% | −1,500−18.5% | Reduced |
| Wells Fargo & Company | 7,729 | $117.4K | 0.00% | +1,702+28.2% | Added |
| Acadian Asset Management LLC | 8,853 | $133.0K | 0.00% | +6,821+335.7% | Added |
| Millennium Management LLC | 10,016 | $152.1K | 0.00% | −19,912−66.5% | Reduced |
| JPMorgan Chase & Co | 10,662 | $162.0K | 0.00% | −4,862−31.3% | Reduced |
| Silvercrest Asset Management Group LLC | 10,800 | $164.1K | 0.00% | +800+8.0% | Added |
| Rhumbline Advisers | 11,443 | $173.8K | 0.00% | −1,772−13.4% | Reduced |
| Trexquant Investment LP | 11,643 | $176.9K | 0.00% | −3,518−23.2% | Reduced |
| BNP Paribas Arbitrage, SA | 14,076 | $213.8K | 0.00% | +4,209+42.7% | Added |
| Raymond James Financial Inc | 15,581 | $236.7K | 0.00% | +13+0.1% | Added |
| Nuveen, LLC | 15,690 | $238.3K | 0.00% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 17,702 | $268.9K | 0.01% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 18,018 | $273.7K | 0.07% | −740−3.9% | Reduced |
| Charles Schwab Investment Management Inc | 20,359 | $309.3K | 0.00% | −2,363−10.4% | Reduced |
| Bank of New York Mellon Corp | 20,374 | $309.5K | 0.00% | −4,006−16.4% | Reduced |
| UBS Group AG | 20,667 | $313.9K | 0.00% | +14,196+219.4% | Added |
| Jane Street Group, LLC | 21,559 | $327.5K | 0.00% | −6,544−23.3% | Reduced |
| Ritholtz Wealth Management | 22,464 | $341.2K | 0.01% | +3,320+17.3% | Added |
| Clearstead Advisors, LLC | 23,991 | $364.4K | 0.00% | +1,279+5.6% | Added |
| Gamco Investors, Inc. Et Al | 25,297 | $384.3K | 0.00% | −781−3.0% | Reduced |
| Arrowstreet Capital, Limited Partnership | 26,381 | $400.7K | 0.00% | +6,447+32.3% | Added |
| R Squared Ltd | 26,947 | $409.3K | 0.19% | +5,396+25.0% | Added |
| Martingale Asset Management L P | 28,253 | $429.2K | 0.01% | −80.0% | Reduced |
| Bank of America Corp | 28,529 | $433.4K | 0.00% | +3,042+11.9% | Added |
| Two Sigma Investments, LP | 29,553 | $448.9K | 0.00% | −28,593−49.2% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 29,932 | $454.7K | 0.00% | +2,360+8.6% | Added |
| Appleton Partners Inc | 31,650 | $481.0K | 0.03% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 40,100 | $609.1K | 0.00% | −28,400−41.5% | Reduced |
| Marshall Wace, LLP | 40,852 | $620.5K | 0.00% | +6,366+18.5% | Added |
| O'Shaughnessy Asset Management, LLC | 41,015 | $623.0K | 0.00% | −989−2.4% | Reduced |
| Barclays PLC | 45,889 | $697.1K | 0.00% | −2,584−5.3% | Reduced |
| Northern Trust Corp | 49,766 | $755.9K | 0.00% | −13,110−20.9% | Reduced |
| Teton Advisors, LLC | 54,000 | $820.3K | 0.57% | −1,000−1.8% | Reduced |
| Ancora Advisors, LLC | 57,258 | $869.7K | 0.02% | −97,988−63.1% | Reduced |
| HSBC Holdings PLC | 68,026 | $1.05M | 0.00% | +2,629+4.0% | Added |
| Morgan Stanley | 91,531 | $1.39M | 0.00% | −24,359−21.0% | Reduced |
| Goldman Sachs Group Inc | 99,056 | $1.50M | 0.00% | +19,186+24.0% | Added |
| Perritt Capital Management Inc | 128,398 | $1.95M | 3.26% | 00.0% | Unchanged |
| Sentinus, LLC | 128,398 | $1.95M | 0.19% | +128,398 | New |
| Renaissance Technologies LLC | 157,037 | $2.39M | 0.00% | −22,085−12.3% | Reduced |
| Gabelli Funds LLC | 184,887 | $2.81M | 0.02% | 00.0% | Unchanged |
| Diamond Hill Capital Management Inc | 189,085 | $2.87M | 0.01% | +17,051+9.9% | Added |
| State Street Corp | 190,649 | $2.90M | 0.00% | −2,091−1.1% | Reduced |
| Geode Capital Management, LLC | 192,540 | $2.93M | 0.00% | −13,410−6.5% | Reduced |
| Pacific Ridge Capital Partners, LLC | 205,877 | $3.13M | 0.69% | −6,244−2.9% | Reduced |
| Dimensional Fund Advisors LP | 206,084 | $3.13M | 0.00% | −6,969−3.3% | Reduced |
| Boston Partners | 232,310 | $3.53M | 0.00% | +19,753+9.3% | Added |
| Royce & Associates LP | 350,924 | $5.33M | 0.05% | −34,078−8.9% | Reduced |
| Vanguard Group Inc | 495,345 | $7.52M | 0.00% | −42,836−8.0% | Reduced |
| BlackRock, Inc. | 964,891 | $14.7M | 0.00% | −9,010−0.9% | Reduced |
| Globeflex Capital L P | 0 | $0 | 0.00% | −63,521−100.0% | Sold out |
| Bailard, Inc. | 0 | $0 | 0.00% | −16,969−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −269−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −190−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −179−100.0% | Sold out |
| GAMMA Investing LLC | 0 | $0 | 0.00% | −45−100.0% | Sold out |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| True Wealth Design, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Allworth Financial LP | 0 | $0 | 0.00% | −1−100.0% | Sold out |