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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.

Q2 2026 vs. Q1 2026

How the institutions holding Silvercrest Asset Management Group Inc. changed between Q1 2026 and Q2 2026.

All holders in Q2 2026All holders in Q1 2026

13F holders of SAMG: Q1 2026 compared with Q2 2026
MeasureQ1 2026Of which not filed for Q2 2026Q2 2026Change
Holders94198+5
Shares4.55M9454.64M+93.6K (+2.1%)
Value$61.1M$12.7K$46.9M−$14.2M (−23.2%)

1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (14)

Institutions that held Silvercrest Asset Management Group Inc. at the end of Q2 2026 but not at the end of Q1 2026.

Institutions new to SAMG in Q2 2026
InstitutionSharesValue% of portfolio
CM Wealth Advisors LLC45,305$458.0K0.08%
Marshall Wace, LLP37,880$383.0K0.00%
Panagora Asset Management Inc14,342$145.0K0.00%
Gsa Capital Partners LLP13,242$134.0K0.01%
Occudo Quantitative Strategies LP10,544$106.6K0.01%
The PNC Financial Services Group, Inc.1,664$16.8K0.00%
Pinnacle Wealth Planning Services, Inc.678$6.86K0.00%
Huntington National Bank457$4.62K0.00%
Zions Bancorporation, National Association296$2.99K0.00%
Jones Financial Companies LLLP68$7890.00%
Bogart Wealth, LLC47$4750.00%
GAMMA Investing LLC31$3130.00%
Fortitude Family Office, LLC7$710.00%
SJS Investment Consulting Inc.1$110.00%

Sold out (9)

Institutions that held Silvercrest Asset Management Group Inc. at the end of Q1 2026 and filed for Q2 2026 without it.

Institutions that sold out of SAMG in Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
Two Sigma Investments, LP31,073$417.6K
Citadel Advisors LLC30,308$407.3K
Cetera Investment Advisers14,316$192.4K
Scarborough Advisors, LLC45$599
MAI Capital Management7$95
Basecamp Wealth Advisors LLC5$67
Root Financial Partners, LLC3$40
Wealth Preservation Advisors, LLC2$27
Covestor Ltd18$0

Not filed for Q2 2026 yet (1)

Institutions that held Silvercrest Asset Management Group Inc. at the end of Q1 2026 and haven't filed a 13F for Q2 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SAMG in Q1 2026 that haven't filed for Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
CWM, LLC945$12.7K