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 2026
Institutional positions in Silvercrest Asset Management Group Inc. as of Mar 31, 2026. 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
- 94
- +14 vs. Q4 2025
- Shares held
- 4.55M
- +412.2K (+10.0%) vs. Q4 2025
- Total value
- $61.1M
- −$1.72M (−2.7%) vs. Q4 2025
- New holders
- 21
- 19 more added
- Sold out
- 7
- 36 more reduced
2 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Silvercrest Asset Management Group Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 945,252 | $12.7M | 0.00% | −19,639−2.0% | Reduced |
| Royce & Associates LP | 350,924 | $4.72M | 0.05% | 00.0% | Unchanged |
| Vanguard Capital Management LLC | 316,089 | $4.25M | 0.00% | +316,089 | New |
| Punch & Associates Investment Management, Inc. | 245,031 | $3.29M | 0.19% | +245,031 | New |
| Boston Partners | 242,922 | $3.26M | 0.00% | +10,612+4.6% | Added |
| Pacific Ridge Capital Partners, LLC | 206,686 | $2.78M | 0.60% | +809+0.4% | Added |
| Dimensional Fund Advisors LP | 203,727 | $2.74M | 0.00% | −2,357−1.1% | Reduced |
| Diamond Hill Capital Management Inc | 190,064 | $2.55M | 0.02% | +979+0.5% | Added |
| Geode Capital Management, LLC | 177,822 | $2.39M | 0.00% | −14,718−7.6% | Reduced |
| State Street Corp | 169,570 | $2.28M | 0.00% | −21,079−11.1% | Reduced |
| Renaissance Technologies LLC | 161,737 | $2.17M | 0.00% | +4,700+3.0% | Added |
| Gabelli Funds LLC | 152,188 | $2.05M | 0.01% | −32,699−17.7% | Reduced |
| Goldman Sachs Group Inc | 119,615 | $1.61M | 0.00% | +20,559+20.8% | Added |
| North Star Investment Management Corp. | 110,000 | $1.48M | 0.09% | +110,000 | New |
| Morgan Stanley | 84,092 | $1.13M | 0.00% | −7,439−8.1% | Reduced |
| HSBC Holdings PLC | 64,433 | $857.0K | 0.00% | −3,593−5.3% | Reduced |
| Teton Advisors, LLC | 53,500 | $719.0K | 0.51% | −500−0.9% | Reduced |
| Northern Trust Corp | 52,391 | $704.1K | 0.00% | +2,625+5.3% | Added |
| Vanguard Fiduciary Trust Co | 50,190 | $674.6K | 0.00% | +50,190 | New |
| O'Shaughnessy Asset Management, LLC | 39,532 | $531.3K | 0.00% | −1,483−3.6% | Reduced |
| Vanguard Portfolio Management LLC | 38,510 | $517.6K | 0.00% | +38,510 | New |
| Barclays PLC | 35,473 | $476.8K | 0.00% | −10,416−22.7% | Reduced |
| Appleton Partners Inc | 31,650 | $425.0K | 0.03% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 31,073 | $417.6K | 0.00% | +1,520+5.1% | Added |
| Citadel Advisors LLC | 30,308 | $407.3K | 0.00% | +30,308 | New |
| Arrowstreet Capital, Limited Partnership | 29,572 | $397.4K | 0.00% | +3,191+12.1% | Added |
| Martingale Asset Management L P | 28,253 | $379.7K | 0.01% | 00.0% | Unchanged |
| Bank of America Corp | 27,058 | $363.7K | 0.00% | −1,471−5.2% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 26,774 | $359.8K | 0.00% | −3,158−10.6% | Reduced |
| Gamco Investors, Inc. Et Al | 24,497 | $329.2K | 0.00% | −800−3.2% | Reduced |
| Charles Schwab Investment Management Inc | 18,587 | $249.8K | 0.00% | −1,772−8.7% | Reduced |
| Ritholtz Wealth Management | 18,440 | $247.8K | 0.00% | −4,024−17.9% | Reduced |
| Sentinus, LLC | 18,423 | $247.6K | 0.02% | −109,975−85.7% | Reduced |
| Bank of New York Mellon Corp | 18,112 | $243.4K | 0.00% | −2,262−11.1% | Reduced |
| Roberts Glore & Co Inc | 18,018 | $242.2K | 0.07% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 17,702 | $237.9K | 0.00% | 00.0% | Unchanged |
| R Squared Ltd | 16,244 | $218.3K | 0.12% | −10,703−39.7% | Reduced |
| Nuveen, LLC | 15,690 | $210.9K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Inc | 15,598 | $209.6K | 0.00% | +17+0.1% | Added |
| Cetera Investment Advisers | 14,316 | $192.4K | 0.00% | +14,316 | New |
| AQR Capital Management LLC | 13,424 | $180.4K | 0.00% | +13,424 | New |
| Jacobs Levy Equity Management, Inc | 12,940 | $173.9K | 0.00% | +12,940 | New |
| Wealthspire Advisors, LLC | 12,796 | $172.0K | 0.00% | +12,796 | New |
| Rhumbline Advisers | 11,032 | $148.3K | 0.00% | −411−3.6% | Reduced |
| Silvercrest Asset Management Group LLC | 10,800 | $145.2K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 10,615 | $142.7K | 0.00% | −13,376−55.8% | Reduced |
| BNP Paribas Arbitrage, SA | 10,538 | $141.6K | 0.00% | −3,538−25.1% | Reduced |
| HM Payson & Co | 6,600 | $88.7K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 6,488 | $87.2K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 4,788 | $65.1K | 0.00% | −5,874−55.1% | Reduced |
| Acadian Asset Management LLC | 4,067 | $53.0K | 0.00% | −4,786−54.1% | Reduced |
| Advisor Group Holdings, Inc. | 3,643 | $48.9K | 0.00% | −33−0.9% | Reduced |
| Vanguard Global Advisers, LLC | 3,414 | $45.9K | 0.00% | +3,414 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 3,382 | $45.5K | 0.00% | +68+2.1% | Added |
| Ancora Advisors, LLC | 2,753 | $37.0K | 0.00% | −54,505−95.2% | Reduced |
| Tower Research Capital LLC (TRC) | 2,534 | $34.1K | 0.00% | +1,936+323.7% | Added |
| Wells Fargo & Company | 2,510 | $33.7K | 0.00% | −5,219−67.5% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 2,148 | $28.9K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 1,880 | $25.3K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1,800 | $24.2K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 1,396 | $18.8K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 1,321 | $17.8K | 0.00% | −709−34.9% | Reduced |
| UBS Group AG | 1,091 | $14.7K | 0.00% | −19,576−94.7% | Reduced |
| CWM, LLC | 945 | $12.7K | 0.00% | +644+214.0% | Added |
| Citigroup Inc | 791 | $10.6K | 0.00% | −1,503−65.5% | Reduced |
| Ameritas Investment Partners, Inc. | 744 | $10.0K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 702 | $9.44K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 631 | $8.44K | 0.00% | +518+458.4% | Added |
| Public Employees Retirement System of Ohio | 600 | $8.06K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 501 | $7.00K | 0.00% | +24+5.0% | Added |
| California State Teachers Retirement System | 373 | $5.01K | 0.00% | −50−11.8% | Reduced |
| Rockefeller Capital Management L.P. | 302 | $4.06K | 0.00% | +242+403.3% | Added |
| Simplex Trading, LLC | 285 | $3.83K | 0.00% | +285 | New |
| UBS Asset Management Americas Inc | 284 | $3.82K | 0.00% | +269+1,793.3% | Added |
| Sterling Capital Management LLC | 228 | $3.06K | 0.00% | −169−42.6% | Reduced |
| Royal Bank of Canada | 217 | $3.00K | 0.00% | +24+12.4% | Added |
| Spire Wealth Management | 211 | $2.83K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 185 | $2.48K | 0.00% | −622−77.1% | Reduced |
| Piscataqua Savings Bank | 125 | $1.68K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 102 | $1.37K | 0.00% | −48−32.0% | Reduced |
| Essential Partners LLC | 51 | $685 | 0.00% | −22−30.1% | Reduced |
| Scarborough Advisors, LLC | 45 | $599 | 0.00% | +45 | New |
| EverSource Wealth Advisors, LLC | 44 | $592 | 0.00% | +27+158.8% | Added |
| SBI Securities Co., Ltd. | 30 | $403 | 0.00% | +16+114.3% | Added |
| Allworth Financial LP | 25 | $336 | 0.00% | +25 | New |
| SRS Capital Advisors, Inc. | 10 | $188 | 0.00% | +10 | New |
| IFP Advisors, Inc | 11 | $148 | 0.00% | −2−15.4% | Reduced |
| MAI Capital Management | 7 | $95 | 0.00% | +7 | New |
| Rothschild Investment LLC | 6 | $81 | 0.00% | +6 | New |
| Basecamp Wealth Advisors LLC | 5 | $67 | 0.00% | +5 | New |
| Root Financial Partners, LLC | 3 | $40 | 0.00% | +3 | New |
| True Wealth Design, LLC | 2 | $27 | 0.00% | +2 | New |
| Wealth Preservation Advisors, LLC | 2 | $27 | 0.00% | +2 | New |
| Covestor Ltd | 18 | $0 | 0.00% | −7−28.0% | Reduced |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −40,852−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −40,100−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −21,559−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −11,643−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −10,016−100.0% | Sold out |
| Strategic Advocates LLC | 0 | $0 | 0.00% | −1,033−100.0% | Sold out |