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Disclosery

SAMG SILVERCREST ASSET MGMT GROUP

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COMMON STOCK (common), issuer CIK 1549966

76 managers (78 13F filers) reported a position in SAMG shares at 2025-03-31, 6,064,392 shares in all. 6 filers opened a position and 3 filers sold out during the quarter.

Managers
76
13F filers
78
New
6
Added
22
Reduced
30
Sold out
3
Shares held by filers
6,064,392

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

Each filer's latest stake. The shares are the aggregate the reporting persons state, which can include entities that file no 13F.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Long Path Partners LP910,328$14.9M5.76%-30,47013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.830,148$13.6M<0.01%+8,00613F-HRTimelineGroup
ROYCE & ASSOCIATES LP573,293$9.38M0.1%-6,70713F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC551,881$9.03M<0.01%-1,52713F-HRTimelineGroup
PUNCH & ASSOCIATES INVESTMENT MANAGEMEN…229,211$3.75M0.25%-200,66913F-HRTimeline
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC227,569$3.72M<0.01%+3,59513F-HRTimelineGroup
Pacific Ridge Capital Partners, LLC220,201$3.6M0.95%-11,10213F-HRTimeline
Keeley-Teton Advisors, LLC213,341$3.49M0.42%-15,11613F-HRTimeline
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP209,485$3.43M<0.01%+72513F-HRTimelineGroup
Boston Partnersin group Boston Trust Walden Corp203,459$3.33M<0.01%-4,61313F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP167,095$2.73M<0.01%+11,69913F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC159,770$2.61M0.06%-3,13513F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC157,737$2.58M<0.01%+20013F-HRTimeline
Perritt Capital Management Inc153,573$2.51M1.39%-10,29913F-HRTimeline
Diamond Hill Capital Management, LLC (I…127,009$2.08M0.01%+1,31413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY81,436$1.33M<0.01%-13,10513F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC79,793$1.31M<0.01%+14,77313F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding78,929$1.29M+14,470Timeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP74,312$1.22M<0.01%-2,99213F-HRTimelineGroup
GLOBEFLEX CAPITAL L P63,521$1.04M0.1%013F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…62,588$1.02M0.03%-2,47513F-HRTimelineGroup
Teton Advisors, Inc.56,500$924K0.58%-2,90013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC49,297$806K<0.01%-7,18413F-HR/ATimelineGroup
GAMCO Investors (Gabelli)group of 2 filers holding45,332$742K-1,290Timeline
NOVARE CAPITAL MANAGEMENT LLC36,500$597K0.05%-14,30013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC35,645$583K<0.01%new13F-HRTimelineGroup
APPLETON PARTNERS INC/MA31,650$518K0.04%013F-HRTimeline
MARTINGALE ASSET MANAGEMENT L P27,954$457K0.01%+2,80013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC27,894$456K<0.01%-4,76913F-HR/ATimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co26,818$439K<0.01%013F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/25,770$422K<0.01%-4,05513F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp24,716$404K<0.01%+77513F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC22,351$368K<0.01%+2,09213F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO21,706$355K<0.01%-13,87713F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC21,652$354K<0.01%+1,79613F-HRTimeline
HM PAYSON & CO21,488$352K0.01%013F-HRTimeline
Nuveen, LLCin group TIAA20,232$331K<0.01%13F-HRTimelineGroup
BRIDGEWAY CAPITAL MANAGEMENT, LLC17,702$290K0.01%-7,50013F-HRTimeline
Connor, Clark & Lunn Investment Managem…17,641$289K<0.01%+1,21113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…17,089$280K<0.01%new13F-HRTimelineGroup
R Squared Ltd15,111$247K0.26%+8,45113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC14,777$242K<0.01%new13F-HR/ATimelineGroup
ROBERTS GLORE & CO INC /IL/14,733$241K0.07%013F-HRTimeline
RHUMBLINE ADVISERS13,942$228K<0.01%-91013F-HR/ATimeline
Clearstead Advisors, LLC13,136$215K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG12,115$198K<0.01%-1,97013F-HRTimelineGroup
SILVERCREST ASSET MANAGEMENT GROUP LLC10,000$164K<0.01%new13F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\6,488$106K<0.01%013F-HRTimelineGroup
MetLife Investment Management, LLCin group MetLife Investment Management…5,754$94.1K<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN5,710$93.4K<0.01%+10613F-HRTimelineGroup
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…5,649$92.4K<0.01%+23413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.5,108$83.5K<0.01%+1,36313F-HRTimelineGroup
Corebridge Financial, Inc.in group Corebridge Financial, Inc.4,661$76.3K<0.01%-6913F-HRTimelineGroup
Guardian Wealth Management, Inc.2,949$48.3K0.03%+5813F-HRTimeline
NEW YORK STATE COMMON RETIREMENT FUND1,880$30.8K<0.01%013F-HR/ATimeline
Prestige Wealth Management Group LLC1,800$29.4K0.01%013F-HR/ATimeline
MEEDER ASSET MANAGEMENT INCin group Meeder Advisory Services, Inc.1,396$22.8K<0.01%013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,013$17K<0.01%-20,33713F-HR/ATimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…912$14.9K<0.01%+13613F-HRTimelineGroup
Legal & General Group Plcin group Legal & General Group Plc833$13.6K<0.01%013F-HRTimelineGroup
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…744$12.2K<0.01%013F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS721$11.8K<0.01%-64613F-HRTimelineGroup
CALIFORNIA STATE TEACHERS RETIREMENT SY…689$11.3K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC425$6.95K<0.01%-31313F-HRTimelineGroup
AMALGAMATED BANK344$6K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management202$3.31K<0.01%+213F-HRTimelineGroup
Sterling Capital Management LLC164$2.68K<0.01%-15913F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…152$2.49K<0.01%-3313F-HRTimelineGroup
Piscataqua Savings Bank125$2.04K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC123$2K<0.01%+4013F-HRTimelineGroup
GAMMA Investing LLC36$589<0.01%new13F-HR/ATimeline
First Horizon Advisors, Inc.33$553<0.01%013F-HRTimeline
SBI Securities Co., Ltd.30$491<0.01%-5013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…9$147<0.01%new13F-HRTimelineGroup
Covestor Ltd12$00%-1113F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.

Events

  • Equinox Partners Investment Management LLC and 2 other reporting persons reported 554,736 SAMG shares, 7.1% of the class, as of 2026-09-23, in a 13D filed 2026-09-30. 0001013594-26-000998

    Accepted , ingested