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, Q2 2026
Institutional positions in Silvercrest Asset Management Group Inc. as of Jun 30, 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
- 98
- +5 vs. Q1 2026
- Shares held
- 4.64M
- +93.6K (+2.1%) vs. Q1 2026
- Total value
- $46.9M
- −$14.2M (−23.2%) vs. Q1 2026
- New holders
- 14
- 32 more added
- Sold out
- 9
- 31 more reduced
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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 | $73.4M |
| Q3 2025 | 89 | $79.6M |
| Q2 2025 | 81 | $85.0M |
| Q1 2025 | 77 | $99.2M |
| Q4 2024 | 74 | $116.8M |
| Q3 2024 | 79 | $112.2M |
| Q2 2024 | 78 | $101.4M |
| Q1 2024 | 77 | $104.8M |
| Q4 2023 | 82 | $113.8M |
| Q3 2023 | 84 | $104.7M |
| Q2 2023 | 87 | $135.7M |
| Q1 2023 | 85 | $124.2M |
| Q4 2022 | 82 | $128.2M |
| Q3 2022 | 77 | $114.9M |
| Q2 2022 | 77 | $118.6M |
| Q1 2022 | 60 | $136.7M |
| Q4 2021 | 55 | $114.9M |
| Q3 2021 | 56 | $99.8M |
| Q2 2021 | 65 | $98.8M |
| Q1 2021 | 68 | $96.9M |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Silvercrest Asset Management Group Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 960,270 | $9.71M | 0.00% | +15,018+1.6% | Added |
| Diamond Hill Capital Management Inc | 361,544 | $3.66M | 0.03% | +171,480+90.2% | Added |
| Punch & Associates Investment Management, Inc. | 325,921 | $3.30M | 0.16% | +80,890+33.0% | Added |
| Vanguard Capital Management LLC | 312,873 | $3.16M | 0.00% | −3,216−1.0% | Reduced |
| Pacific Ridge Capital Partners, LLC | 245,859 | $2.49M | 0.45% | +39,173+19.0% | Added |
| Geode Capital Management, LLC | 194,469 | $1.97M | 0.00% | +16,647+9.4% | Added |
| Dimensional Fund Advisors LP | 193,346 | $1.95M | 0.00% | −10,381−5.1% | Reduced |
| Morgan Stanley | 187,944 | $1.90M | 0.00% | +103,852+123.5% | Added |
| State Street Corp | 184,498 | $1.87M | 0.00% | +14,928+8.8% | Added |
| Renaissance Technologies LLC | 168,168 | $1.70M | 0.00% | +6,431+4.0% | Added |
| Royce & Associates LP | 158,017 | $1.60M | 0.01% | −192,907−55.0% | Reduced |
| Gabelli Funds LLC | 152,188 | $1.54M | 0.01% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 135,395 | $1.37M | 0.00% | +15,780+13.2% | Added |
| North Star Investment Management Corp. | 110,000 | $1.11M | 0.06% | 00.0% | Unchanged |
| HSBC Holdings PLC | 62,200 | $636.3K | 0.00% | −2,233−3.5% | Reduced |
| Teton Advisors, LLC | 53,500 | $540.9K | 0.31% | 00.0% | Unchanged |
| Northern Trust Corp | 51,146 | $517.1K | 0.00% | −1,245−2.4% | Reduced |
| Vanguard Fiduciary Trust Co | 50,518 | $510.7K | 0.00% | +328+0.7% | Added |
| Boston Partners | 48,861 | $494.0K | 0.00% | −194,061−79.9% | Reduced |
| CM Wealth Advisors LLC | 45,305 | $458.0K | 0.08% | +45,305 | New |
| Vanguard Portfolio Management LLC | 41,696 | $421.5K | 0.00% | +3,186+8.3% | Added |
| Marshall Wace, LLP | 37,880 | $383.0K | 0.00% | +37,880 | New |
| AQR Capital Management LLC | 33,161 | $335.3K | 0.00% | +19,737+147.0% | Added |
| Barclays PLC | 32,816 | $331.8K | 0.00% | −2,657−7.5% | Reduced |
| Appleton Partners Inc | 31,650 | $320.0K | 0.02% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 29,572 | $299.0K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 28,988 | $293.1K | 0.00% | +1,930+7.1% | Added |
| Roberts Glore & Co Inc | 26,993 | $272.9K | 0.07% | +8,975+49.8% | Added |
| Gamco Investors, Inc. Et Al | 24,497 | $247.7K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 22,813 | $230.6K | 0.00% | −16,719−42.3% | Reduced |
| Martingale Asset Management L P | 22,135 | $223.8K | 0.01% | −6,118−21.7% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 20,488 | $207.1K | 0.00% | −6,286−23.5% | Reduced |
| Bank of New York Mellon Corp | 19,136 | $193.5K | 0.00% | +1,024+5.7% | Added |
| Charles Schwab Investment Management Inc | 18,566 | $187.7K | 0.00% | −21−0.1% | Reduced |
| Sentinus, LLC | 18,450 | $186.5K | 0.01% | +27+0.1% | Added |
| Bridgeway Capital Management, LLC | 17,702 | $179.0K | 0.00% | 00.0% | Unchanged |
| R Squared Ltd | 16,341 | $165.2K | 0.09% | +97+0.6% | Added |
| Nuveen, LLC | 15,690 | $158.6K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Inc | 15,018 | $151.8K | 0.00% | −580−3.7% | Reduced |
| Panagora Asset Management Inc | 14,342 | $145.0K | 0.00% | +14,342 | New |
| Wealthspire Advisors, LLC | 14,096 | $142.5K | 0.00% | +1,300+10.2% | Added |
| Gsa Capital Partners LLP | 13,242 | $134.0K | 0.01% | +13,242 | New |
| Jacobs Levy Equity Management, Inc | 11,476 | $116.0K | 0.00% | −1,464−11.3% | Reduced |
| Silvercrest Asset Management Group LLC | 10,800 | $109.2K | 0.00% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 10,544 | $106.6K | 0.01% | +10,544 | New |
| Ritholtz Wealth Management | 10,064 | $101.7K | 0.00% | −8,376−45.4% | Reduced |
| BNP Paribas Arbitrage, SA | 9,357 | $94.6K | 0.00% | −1,181−11.2% | Reduced |
| Deutsche Bank AG | 6,720 | $67.9K | 0.00% | +232+3.6% | Added |
| Acadian Asset Management LLC | 6,147 | $60.0K | 0.00% | +2,080+51.1% | Added |
| Rhumbline Advisers | 5,860 | $59.2K | 0.00% | −5,172−46.9% | Reduced |
| Russell Investments Group, Ltd. | 5,339 | $54.0K | 0.00% | +4,018+304.2% | Added |
| Wells Fargo & Company | 5,197 | $52.5K | 0.00% | +2,687+107.1% | Added |
| HM Payson & Co | 4,600 | $46.5K | 0.00% | −2,000−30.3% | Reduced |
| Citigroup Inc | 3,789 | $38.3K | 0.00% | +2,998+379.0% | Added |
| Vanguard Global Advisers, LLC | 3,414 | $34.5K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 2,950 | $30.4K | 0.00% | −1,838−38.4% | Reduced |
| Royal Bank of Canada | 2,874 | $29.0K | 0.00% | +2,657+1,224.4% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 2,857 | $28.9K | 0.00% | −525−15.5% | Reduced |
| Ancora Advisors, LLC | 2,753 | $27.8K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 2,243 | $22.7K | 0.00% | +1,152+105.6% | Added |
| Police & Firemen's Retirement System of New Jersey | 2,148 | $21.7K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 1,880 | $19.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1,800 | $18.2K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,664 | $16.8K | 0.00% | +1,664 | New |
| Meeder Asset Management Inc | 1,396 | $14.1K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,116 | $11.3K | 0.00% | −1,418−56.0% | Reduced |
| Advisor Group Holdings, Inc. | 1,033 | $10.4K | 0.00% | −2,610−71.6% | Reduced |
| FMR LLC | 809 | $8.18K | 0.00% | +624+337.3% | Added |
| Ameritas Investment Partners, Inc. | 744 | $7.52K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 702 | $7.10K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 678 | $6.86K | 0.00% | +678 | New |
| Public Employees Retirement System of Ohio | 600 | $6.07K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 555 | $5.61K | 0.00% | +545+5,450.0% | Added |
| Huntington National Bank | 457 | $4.62K | 0.00% | +457 | New |
| Harbor Capital Advisors, Inc. | 424 | $4.00K | 0.00% | −77−15.4% | Reduced |
| Zions Bancorporation, National Association | 296 | $2.99K | 0.00% | +296 | New |
| UBS Asset Management Americas Inc | 284 | $2.87K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 211 | $2.13K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 142 | $1.44K | 0.00% | −160−53.0% | Reduced |
| Piscataqua Savings Bank | 125 | $1.26K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 124 | $1.25K | 0.00% | −104−45.6% | Reduced |
| SBI Securities Co., Ltd. | 115 | $1.16K | 0.00% | +85+283.3% | Added |
| California State Teachers Retirement System | 85 | $859 | 0.00% | −288−77.2% | Reduced |
| Jones Financial Companies LLLP | 68 | $789 | 0.00% | +68 | New |
| Allworth Financial LP | 76 | $769 | 0.00% | +51+204.0% | Added |
| Simplex Trading, LLC | 61 | $616 | 0.00% | −224−78.6% | Reduced |
| EverSource Wealth Advisors, LLC | 48 | $486 | 0.00% | +4+9.1% | Added |
| Bogart Wealth, LLC | 47 | $475 | 0.00% | +47 | New |
| Essential Partners LLC | 40 | $404 | 0.00% | −11−21.6% | Reduced |
| GAMMA Investing LLC | 31 | $313 | 0.00% | +31 | New |
| IFP Advisors, Inc | 24 | $243 | 0.00% | +13+118.2% | Added |
| Clearstead Advisors, LLC | 23 | $233 | 0.00% | −10,592−99.8% | Reduced |
| Farther Finance Advisors, LLC | 16 | $163 | 0.00% | −615−97.5% | Reduced |
| Rothschild Investment LLC | 7 | $71 | 0.00% | +1+16.7% | Added |
| Fortitude Family Office, LLC | 7 | $71 | 0.00% | +7 | New |
| Optiver Holding B.V. | 6 | $61 | 0.00% | −96−94.1% | Reduced |
| True Wealth Design, LLC | 1 | $11 | 0.00% | −1−50.0% | Reduced |
| SJS Investment Consulting Inc. | 1 | $11 | 0.00% | +1 | New |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −31,073−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −30,308−100.0% | Sold out |