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 | $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, 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 |
|---|---|---|---|---|---|
| True Wealth Design, LLC | 1 | $11 | 0.00% | −1−50.0% | Reduced |
| SJS Investment Consulting Inc. | 1 | $11 | 0.00% | +1 | New |
| Optiver Holding B.V. | 6 | $61 | 0.00% | −96−94.1% | Reduced |
| Rothschild Investment LLC | 7 | $71 | 0.00% | +1+16.7% | Added |
| Fortitude Family Office, LLC | 7 | $71 | 0.00% | +7 | New |
| Farther Finance Advisors, LLC | 16 | $163 | 0.00% | −615−97.5% | Reduced |
| Clearstead Advisors, LLC | 23 | $233 | 0.00% | −10,592−99.8% | Reduced |
| IFP Advisors, Inc | 24 | $243 | 0.00% | +13+118.2% | Added |
| GAMMA Investing LLC | 31 | $313 | 0.00% | +31 | New |
| Essential Partners LLC | 40 | $404 | 0.00% | −11−21.6% | Reduced |
| Bogart Wealth, LLC | 47 | $475 | 0.00% | +47 | New |
| EverSource Wealth Advisors, LLC | 48 | $486 | 0.00% | +4+9.1% | Added |
| Simplex Trading, LLC | 61 | $616 | 0.00% | −224−78.6% | Reduced |
| Allworth Financial LP | 76 | $769 | 0.00% | +51+204.0% | Added |
| Jones Financial Companies LLLP | 68 | $789 | 0.00% | +68 | New |
| California State Teachers Retirement System | 85 | $859 | 0.00% | −288−77.2% | Reduced |
| SBI Securities Co., Ltd. | 115 | $1.16K | 0.00% | +85+283.3% | Added |
| Sterling Capital Management LLC | 124 | $1.25K | 0.00% | −104−45.6% | Reduced |
| Piscataqua Savings Bank | 125 | $1.26K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 142 | $1.44K | 0.00% | −160−53.0% | Reduced |
| Spire Wealth Management | 211 | $2.13K | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 284 | $2.87K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 296 | $2.99K | 0.00% | +296 | New |
| Harbor Capital Advisors, Inc. | 424 | $4.00K | 0.00% | −77−15.4% | Reduced |
| Huntington National Bank | 457 | $4.62K | 0.00% | +457 | New |
| SRS Capital Advisors, Inc. | 555 | $5.61K | 0.00% | +545+5,450.0% | Added |
| Public Employees Retirement System of Ohio | 600 | $6.07K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 678 | $6.86K | 0.00% | +678 | New |
| Legal & General Group Plc | 702 | $7.10K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 744 | $7.52K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 809 | $8.18K | 0.00% | +624+337.3% | Added |
| Advisor Group Holdings, Inc. | 1,033 | $10.4K | 0.00% | −2,610−71.6% | Reduced |
| Tower Research Capital LLC (TRC) | 1,116 | $11.3K | 0.00% | −1,418−56.0% | Reduced |
| Meeder Asset Management Inc | 1,396 | $14.1K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,664 | $16.8K | 0.00% | +1,664 | New |
| Prestige Wealth Management Group LLC | 1,800 | $18.2K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 1,880 | $19.0K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 2,148 | $21.7K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 2,243 | $22.7K | 0.00% | +1,152+105.6% | Added |
| Ancora Advisors, LLC | 2,753 | $27.8K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 2,857 | $28.9K | 0.00% | −525−15.5% | Reduced |
| Royal Bank of Canada | 2,874 | $29.0K | 0.00% | +2,657+1,224.4% | Added |
| JPMorgan Chase & Co | 2,950 | $30.4K | 0.00% | −1,838−38.4% | Reduced |
| Vanguard Global Advisers, LLC | 3,414 | $34.5K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 3,789 | $38.3K | 0.00% | +2,998+379.0% | Added |
| HM Payson & Co | 4,600 | $46.5K | 0.00% | −2,000−30.3% | Reduced |
| Wells Fargo & Company | 5,197 | $52.5K | 0.00% | +2,687+107.1% | Added |
| Russell Investments Group, Ltd. | 5,339 | $54.0K | 0.00% | +4,018+304.2% | Added |
| Rhumbline Advisers | 5,860 | $59.2K | 0.00% | −5,172−46.9% | Reduced |
| Acadian Asset Management LLC | 6,147 | $60.0K | 0.00% | +2,080+51.1% | Added |
| Deutsche Bank AG | 6,720 | $67.9K | 0.00% | +232+3.6% | Added |
| BNP Paribas Arbitrage, SA | 9,357 | $94.6K | 0.00% | −1,181−11.2% | Reduced |
| Ritholtz Wealth Management | 10,064 | $101.7K | 0.00% | −8,376−45.4% | Reduced |
| Occudo Quantitative Strategies LP | 10,544 | $106.6K | 0.01% | +10,544 | New |
| Silvercrest Asset Management Group LLC | 10,800 | $109.2K | 0.00% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 11,476 | $116.0K | 0.00% | −1,464−11.3% | Reduced |
| Gsa Capital Partners LLP | 13,242 | $134.0K | 0.01% | +13,242 | New |
| Wealthspire Advisors, LLC | 14,096 | $142.5K | 0.00% | +1,300+10.2% | Added |
| Panagora Asset Management Inc | 14,342 | $145.0K | 0.00% | +14,342 | New |
| Raymond James Financial Inc | 15,018 | $151.8K | 0.00% | −580−3.7% | Reduced |
| Nuveen, LLC | 15,690 | $158.6K | 0.00% | 00.0% | Unchanged |
| R Squared Ltd | 16,341 | $165.2K | 0.09% | +97+0.6% | Added |
| Bridgeway Capital Management, LLC | 17,702 | $179.0K | 0.00% | 00.0% | Unchanged |
| Sentinus, LLC | 18,450 | $186.5K | 0.01% | +27+0.1% | Added |
| Charles Schwab Investment Management Inc | 18,566 | $187.7K | 0.00% | −21−0.1% | Reduced |
| Bank of New York Mellon Corp | 19,136 | $193.5K | 0.00% | +1,024+5.7% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 20,488 | $207.1K | 0.00% | −6,286−23.5% | Reduced |
| Martingale Asset Management L P | 22,135 | $223.8K | 0.01% | −6,118−21.7% | Reduced |
| O'Shaughnessy Asset Management, LLC | 22,813 | $230.6K | 0.00% | −16,719−42.3% | Reduced |
| Gamco Investors, Inc. Et Al | 24,497 | $247.7K | 0.00% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 26,993 | $272.9K | 0.07% | +8,975+49.8% | Added |
| Bank of America Corp | 28,988 | $293.1K | 0.00% | +1,930+7.1% | Added |
| Arrowstreet Capital, Limited Partnership | 29,572 | $299.0K | 0.00% | 00.0% | Unchanged |
| Appleton Partners Inc | 31,650 | $320.0K | 0.02% | 00.0% | Unchanged |
| Barclays PLC | 32,816 | $331.8K | 0.00% | −2,657−7.5% | Reduced |
| AQR Capital Management LLC | 33,161 | $335.3K | 0.00% | +19,737+147.0% | Added |
| Marshall Wace, LLP | 37,880 | $383.0K | 0.00% | +37,880 | New |
| Vanguard Portfolio Management LLC | 41,696 | $421.5K | 0.00% | +3,186+8.3% | Added |
| CM Wealth Advisors LLC | 45,305 | $458.0K | 0.08% | +45,305 | New |
| Boston Partners | 48,861 | $494.0K | 0.00% | −194,061−79.9% | Reduced |
| Vanguard Fiduciary Trust Co | 50,518 | $510.7K | 0.00% | +328+0.7% | Added |
| Northern Trust Corp | 51,146 | $517.1K | 0.00% | −1,245−2.4% | Reduced |
| Teton Advisors, LLC | 53,500 | $540.9K | 0.31% | 00.0% | Unchanged |
| HSBC Holdings PLC | 62,200 | $636.3K | 0.00% | −2,233−3.5% | Reduced |
| North Star Investment Management Corp. | 110,000 | $1.11M | 0.06% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 135,395 | $1.37M | 0.00% | +15,780+13.2% | Added |
| Gabelli Funds LLC | 152,188 | $1.54M | 0.01% | 00.0% | Unchanged |
| Royce & Associates LP | 158,017 | $1.60M | 0.01% | −192,907−55.0% | Reduced |
| Renaissance Technologies LLC | 168,168 | $1.70M | 0.00% | +6,431+4.0% | Added |
| State Street Corp | 184,498 | $1.87M | 0.00% | +14,928+8.8% | Added |
| Morgan Stanley | 187,944 | $1.90M | 0.00% | +103,852+123.5% | Added |
| Dimensional Fund Advisors LP | 193,346 | $1.95M | 0.00% | −10,381−5.1% | Reduced |
| Geode Capital Management, LLC | 194,469 | $1.97M | 0.00% | +16,647+9.4% | Added |
| Pacific Ridge Capital Partners, LLC | 245,859 | $2.49M | 0.45% | +39,173+19.0% | Added |
| Vanguard Capital Management LLC | 312,873 | $3.16M | 0.00% | −3,216−1.0% | Reduced |
| Punch & Associates Investment Management, Inc. | 325,921 | $3.30M | 0.16% | +80,890+33.0% | Added |
| Diamond Hill Capital Management Inc | 361,544 | $3.66M | 0.03% | +171,480+90.2% | Added |
| BlackRock, Inc. | 960,270 | $9.71M | 0.00% | +15,018+1.6% | Added |
| 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 |