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 |
|---|---|---|---|---|---|
| Covestor Ltd | 18 | $0 | 0.00% | −7−28.0% | Reduced |
| True Wealth Design, LLC | 2 | $27 | 0.00% | +2 | New |
| Wealth Preservation Advisors, LLC | 2 | $27 | 0.00% | +2 | New |
| Root Financial Partners, LLC | 3 | $40 | 0.00% | +3 | New |
| Basecamp Wealth Advisors LLC | 5 | $67 | 0.00% | +5 | New |
| Rothschild Investment LLC | 6 | $81 | 0.00% | +6 | New |
| MAI Capital Management | 7 | $95 | 0.00% | +7 | New |
| IFP Advisors, Inc | 11 | $148 | 0.00% | −2−15.4% | Reduced |
| SRS Capital Advisors, Inc. | 10 | $188 | 0.00% | +10 | New |
| Allworth Financial LP | 25 | $336 | 0.00% | +25 | New |
| SBI Securities Co., Ltd. | 30 | $403 | 0.00% | +16+114.3% | Added |
| EverSource Wealth Advisors, LLC | 44 | $592 | 0.00% | +27+158.8% | Added |
| Scarborough Advisors, LLC | 45 | $599 | 0.00% | +45 | New |
| Essential Partners LLC | 51 | $685 | 0.00% | −22−30.1% | Reduced |
| Optiver Holding B.V. | 102 | $1.37K | 0.00% | −48−32.0% | Reduced |
| Piscataqua Savings Bank | 125 | $1.68K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 185 | $2.48K | 0.00% | −622−77.1% | Reduced |
| Spire Wealth Management | 211 | $2.83K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 217 | $3.00K | 0.00% | +24+12.4% | Added |
| Sterling Capital Management LLC | 228 | $3.06K | 0.00% | −169−42.6% | Reduced |
| UBS Asset Management Americas Inc | 284 | $3.82K | 0.00% | +269+1,793.3% | Added |
| Simplex Trading, LLC | 285 | $3.83K | 0.00% | +285 | New |
| Rockefeller Capital Management L.P. | 302 | $4.06K | 0.00% | +242+403.3% | Added |
| California State Teachers Retirement System | 373 | $5.01K | 0.00% | −50−11.8% | Reduced |
| Harbor Capital Advisors, Inc. | 501 | $7.00K | 0.00% | +24+5.0% | Added |
| Public Employees Retirement System of Ohio | 600 | $8.06K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 631 | $8.44K | 0.00% | +518+458.4% | Added |
| Legal & General Group Plc | 702 | $9.44K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 744 | $10.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 791 | $10.6K | 0.00% | −1,503−65.5% | Reduced |
| CWM, LLC | 945 | $12.7K | 0.00% | +644+214.0% | Added |
| UBS Group AG | 1,091 | $14.7K | 0.00% | −19,576−94.7% | Reduced |
| Russell Investments Group, Ltd. | 1,321 | $17.8K | 0.00% | −709−34.9% | Reduced |
| Meeder Asset Management Inc | 1,396 | $18.8K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1,800 | $24.2K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 1,880 | $25.3K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 2,148 | $28.9K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 2,510 | $33.7K | 0.00% | −5,219−67.5% | Reduced |
| Tower Research Capital LLC (TRC) | 2,534 | $34.1K | 0.00% | +1,936+323.7% | Added |
| Ancora Advisors, LLC | 2,753 | $37.0K | 0.00% | −54,505−95.2% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 3,382 | $45.5K | 0.00% | +68+2.1% | Added |
| Vanguard Global Advisers, LLC | 3,414 | $45.9K | 0.00% | +3,414 | New |
| Advisor Group Holdings, Inc. | 3,643 | $48.9K | 0.00% | −33−0.9% | Reduced |
| Acadian Asset Management LLC | 4,067 | $53.0K | 0.00% | −4,786−54.1% | Reduced |
| JPMorgan Chase & Co | 4,788 | $65.1K | 0.00% | −5,874−55.1% | Reduced |
| Deutsche Bank AG | 6,488 | $87.2K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 6,600 | $88.7K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 10,538 | $141.6K | 0.00% | −3,538−25.1% | Reduced |
| Clearstead Advisors, LLC | 10,615 | $142.7K | 0.00% | −13,376−55.8% | Reduced |
| Silvercrest Asset Management Group LLC | 10,800 | $145.2K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 11,032 | $148.3K | 0.00% | −411−3.6% | Reduced |
| Wealthspire Advisors, LLC | 12,796 | $172.0K | 0.00% | +12,796 | New |
| Jacobs Levy Equity Management, Inc | 12,940 | $173.9K | 0.00% | +12,940 | New |
| AQR Capital Management LLC | 13,424 | $180.4K | 0.00% | +13,424 | New |
| Cetera Investment Advisers | 14,316 | $192.4K | 0.00% | +14,316 | New |
| Raymond James Financial Inc | 15,598 | $209.6K | 0.00% | +17+0.1% | Added |
| Nuveen, LLC | 15,690 | $210.9K | 0.00% | 00.0% | Unchanged |
| R Squared Ltd | 16,244 | $218.3K | 0.12% | −10,703−39.7% | Reduced |
| Bridgeway Capital Management, LLC | 17,702 | $237.9K | 0.00% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 18,018 | $242.2K | 0.07% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 18,112 | $243.4K | 0.00% | −2,262−11.1% | Reduced |
| Sentinus, LLC | 18,423 | $247.6K | 0.02% | −109,975−85.7% | Reduced |
| Ritholtz Wealth Management | 18,440 | $247.8K | 0.00% | −4,024−17.9% | Reduced |
| Charles Schwab Investment Management Inc | 18,587 | $249.8K | 0.00% | −1,772−8.7% | Reduced |
| Gamco Investors, Inc. Et Al | 24,497 | $329.2K | 0.00% | −800−3.2% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 26,774 | $359.8K | 0.00% | −3,158−10.6% | Reduced |
| Bank of America Corp | 27,058 | $363.7K | 0.00% | −1,471−5.2% | Reduced |
| Martingale Asset Management L P | 28,253 | $379.7K | 0.01% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 29,572 | $397.4K | 0.00% | +3,191+12.1% | Added |
| Citadel Advisors LLC | 30,308 | $407.3K | 0.00% | +30,308 | New |
| Two Sigma Investments, LP | 31,073 | $417.6K | 0.00% | +1,520+5.1% | Added |
| Appleton Partners Inc | 31,650 | $425.0K | 0.03% | 00.0% | Unchanged |
| Barclays PLC | 35,473 | $476.8K | 0.00% | −10,416−22.7% | Reduced |
| Vanguard Portfolio Management LLC | 38,510 | $517.6K | 0.00% | +38,510 | New |
| O'Shaughnessy Asset Management, LLC | 39,532 | $531.3K | 0.00% | −1,483−3.6% | Reduced |
| Vanguard Fiduciary Trust Co | 50,190 | $674.6K | 0.00% | +50,190 | New |
| Northern Trust Corp | 52,391 | $704.1K | 0.00% | +2,625+5.3% | Added |
| Teton Advisors, LLC | 53,500 | $719.0K | 0.51% | −500−0.9% | Reduced |
| HSBC Holdings PLC | 64,433 | $857.0K | 0.00% | −3,593−5.3% | Reduced |
| Morgan Stanley | 84,092 | $1.13M | 0.00% | −7,439−8.1% | Reduced |
| North Star Investment Management Corp. | 110,000 | $1.48M | 0.09% | +110,000 | New |
| Goldman Sachs Group Inc | 119,615 | $1.61M | 0.00% | +20,559+20.8% | Added |
| Gabelli Funds LLC | 152,188 | $2.05M | 0.01% | −32,699−17.7% | Reduced |
| Renaissance Technologies LLC | 161,737 | $2.17M | 0.00% | +4,700+3.0% | Added |
| State Street Corp | 169,570 | $2.28M | 0.00% | −21,079−11.1% | Reduced |
| Geode Capital Management, LLC | 177,822 | $2.39M | 0.00% | −14,718−7.6% | Reduced |
| Diamond Hill Capital Management Inc | 190,064 | $2.55M | 0.02% | +979+0.5% | Added |
| Dimensional Fund Advisors LP | 203,727 | $2.74M | 0.00% | −2,357−1.1% | Reduced |
| Pacific Ridge Capital Partners, LLC | 206,686 | $2.78M | 0.60% | +809+0.4% | Added |
| Boston Partners | 242,922 | $3.26M | 0.00% | +10,612+4.6% | Added |
| Punch & Associates Investment Management, Inc. | 245,031 | $3.29M | 0.19% | +245,031 | New |
| Vanguard Capital Management LLC | 316,089 | $4.25M | 0.00% | +316,089 | New |
| Royce & Associates LP | 350,924 | $4.72M | 0.05% | 00.0% | Unchanged |
| BlackRock, Inc. | 945,252 | $12.7M | 0.00% | −19,639−2.0% | 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 |