Silvercrest Asset Management Group Inc. (SAMG) — Institutional Holders, Q2 2026
99 institutional investment managers reported a SAMG position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $46.9M. Every filer is listed below, ranked by position value. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
SAMG in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- DIAMOND HILL CAPITAL MANAGEMENTAdded · +171,480 sh+$1.7M
- MORGAN STANLEYAdded · +103,852 sh+$1.0M
- PUNCH & ASSOCIATES INVESTMENT MANAGEMENTAdded · +80,890 sh+$817.8K
- CM WEALTH ADVISORSNew · +45,305 sh+$458.0K
- Pacific Ridge Capital PartnersAdded · +39,173 sh+$396.0K
Biggest sellers
- Boston PartnersTrimmed · -194,061 sh-$2.0M
- ROYCE & ASSOCIATESTrimmed · -192,907 sh-$2.0M
- TWO SIGMA INVESTMENTSSold out · -31,073 sh-$314.1K
- CITADEL ADVISORSSold out · -30,308 sh-$306.4K
- O'SHAUGHNESSY ASSET MANAGEMENTTrimmed · -16,719 sh-$169.0K
SAMG 13F holders ranked 1–99 of 99
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | BlackRock#1 · 960,270 sh | 960,270 | $9.7M | <0.01% | +1.6% |
| 2 | DIAMOND HILL CAPITAL MANAGEMENT#2 · 361,544 sh | 361,544 | $3.7M | 0.03% | +90.2% |
| 3 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT#3 · 325,921 sh | 325,921 | $3.3M | 0.16% | +33.0% |
| 4 | VANGUARD CAPITAL MANAGEMENT#4 · 312,873 sh | 312,873 | $3.2M | <0.01% | -1.0% |
| 5 | Pacific Ridge Capital Partners#5 · 245,859 sh | 245,859 | $2.5M | 0.45% | +19.0% |
| 6 | GEODE CAPITAL MANAGEMENT#6 · 194,469 sh | 194,469 | $2.0M | <0.01% | +9.4% |
| 7 | DIMENSIONAL FUND ADVISORS#7 · 193,346 sh | 193,346 | $2.0M | <0.01% | -5.1% |
| 8 | MORGAN STANLEY#8 · 187,944 sh | 187,944 | $1.9M | <0.01% | +123.5% |
| 9 | STATE STREET#9 · 184,498 sh | 184,498 | $1.9M | <0.01% | +8.8% |
| 10 | RENAISSANCE TECHNOLOGIES#10 · 168,168 sh | 168,168 | $1.7M | <0.01% | +4.0% |
| 11 | ROYCE & ASSOCIATES#11 · 158,017 sh | 158,017 | $1.6M | 0.01% | -55.0% |
| 12 | GABELLI FUNDS#12 · 152,188 sh | 152,188 | $1.5M | <0.01% | 0.0% |
| 13 | GOLDMAN SACHS GROUP#13 · 135,395 sh | 135,395 | $1.4M | <0.01% | +13.2% |
| 14 | North Star Investment Management#14 · 110,000 sh | 110,000 | $1.1M | 0.06% | 0.0% |
| 15 | HSBC PLC#15 · 62,200 sh | 62,200 | $636.3K | <0.01% | -3.5% |
| 16 | Teton Advisors#16 · 53,500 sh | 53,500 | $540.9K | 0.31% | 0.0% |
| 17 | NORTHERN#17 · 51,146 sh | 51,146 | $517.1K | <0.01% | -2.4% |
| 18 | VANGUARD FIDUCIARY#18 · 50,518 sh | 50,518 | $510.7K | <0.01% | +0.7% |
| 19 | Boston Partners#19 · 48,861 sh | 48,861 | $494.0K | <0.01% | -79.9% |
| 20 | CM WEALTH ADVISORS#20 · 45,305 sh | 45,305 | $458.0K | 0.08% | New |
| 21 | VANGUARD PORTFOLIO MANAGEMENT#21 · 41,696 sh | 41,696 | $421.5K | 0.00% | +8.3% |
| 22 | MARSHALL WACE, LLP#22 · 37,880 sh | 37,880 | $383.0K | <0.01% | New |
| 23 | AQR CAPITAL MANAGEMENT#23 · 33,161 sh | 33,161 | $335.3K | <0.01% | +147.0% |
| 24 | BARCLAYS PLC#24 · 32,816 sh | 32,816 | $331.8K | <0.01% | -7.5% |
| 25 | APPLETON PARTNERS#25 · 31,650 sh | 31,650 | $320.0K | 0.02% | 0.0% |
| 26 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP#26 · 29,572 sh | 29,572 | $299.0K | <0.01% | 0.0% |
| 27 | BANK OF AMERICA#27 · 28,988 sh | 28,988 | $293.1K | 0.00% | +7.1% |
| 28 | ROBERTS GLORE#28 · 26,993 sh | 26,993 | $272.9K | 0.07% | +49.8% |
| 29 | GAMCO INVESTORS, ET AL#29 · 24,497 sh | 24,497 | $247.7K | <0.01% | 0.0% |
| 30 | O'SHAUGHNESSY ASSET MANAGEMENT#30 · 22,813 sh | 22,813 | $230.6K | <0.01% | -42.3% |
| 31 | MARTINGALE ASSET MANAGEMENT L P#31 · 22,135 sh | 22,135 | $223.8K | <0.01% | -21.7% |
| 32 | Connor, Clark & Lunn Investment Management Ltd.#32 · 20,488 sh | 20,488 | $207.1K | <0.01% | -23.5% |
| 33 | Bank of New York Mellon#33 · 19,136 sh | 19,136 | $193.5K | 0.00% | +5.7% |
| 34 | CHARLES SCHWAB INVESTMENT MANAGEMENT#34 · 18,566 sh | 18,566 | $187.7K | 0.00% | -0.1% |
| 35 | Sentinus#35 · 18,450 sh | 18,450 | $186.5K | 0.01% | +0.1% |
| 36 | BRIDGEWAY CAPITAL MANAGEMENT#36 · 17,702 sh | 17,702 | $179.0K | <0.01% | 0.0% |
| 37 | R Squared Ltd#37 · 16,341 sh | 16,341 | $165.2K | 0.09% | +0.6% |
| 38 | Nuveen#38 · 15,690 sh | 15,690 | $158.6K | 0.00% | 0.0% |
| 39 | RAYMOND JAMES FINANCIAL#39 · 15,018 sh | 15,018 | $151.8K | 0.00% | -3.7% |
| 40 | PANAGORA ASSET MANAGEMENT#40 · 14,342 sh | 14,342 | $145.0K | <0.01% | New |
| 41 | Wealthspire Advisors#41 · 14,096 sh | 14,096 | $142.5K | <0.01% | +10.2% |
| 42 | GSA CAPITAL PARTNERS LLP#42 · 13,242 sh | 13,242 | $134.0K | <0.01% | New |
| 43 | JACOBS LEVY EQUITY MANAGEMENT#43 · 11,476 sh | 11,476 | $116.0K | <0.01% | -11.3% |
| 44 | SILVERCREST ASSET MANAGEMENT GROUP#44 · 10,800 sh | 10,800 | $109.2K | <0.01% | 0.0% |
| 45 | OCCUDO QUANTITATIVE STRATEGIES#45 · 10,544 sh | 10,544 | $106.6K | <0.01% | New |
| 46 | RITHOLTZ WEALTH MANAGEMENT#46 · 10,064 sh | 10,064 | $101.7K | <0.01% | -45.4% |
| 47 | BNP PARIBAS FINANCIAL MARKETS#47 · 9,357 sh | 9,357 | $94.6K | 0.00% | -11.2% |
| 48 | DEUTSCHE BANK AG\#48 · 6,720 sh | 6,720 | $67.9K | 0.00% | +3.6% |
| 49 | ACADIAN ASSET MANAGEMENT#49 · 6,147 sh | 6,147 | $60.0K | <0.01% | +51.1% |
| 50 | RHUMBLINE ADVISERS#50 · 5,860 sh | 5,860 | $59.2K | 0.00% | -46.9% |
| 51 | Russell Investments Group, Ltd.#51 · 5,339 sh | 5,339 | $54.0K | 0.00% | +304.2% |
| 52 | WELLS FARGO & COMPANY#52 · 5,197 sh | 5,197 | $52.5K | 0.00% | +107.1% |
| 53 | HM PAYSON#53 · 4,600 sh | 4,600 | $46.5K | <0.01% | -30.3% |
| 54 | CITIGROUP#54 · 3,789 sh | 3,789 | $38.3K | 0.00% | +379.0% |
| 55 | Vanguard Global Advisers#55 · 3,414 sh | 3,414 | $34.5K | 0.00% | 0.0% |
| 56 | JPMORGAN CHASE#56 · 2,950 sh | 2,950 | $30.4K | 0.00% | -38.4% |
| 57 | ROYAL BANK OF CANADA#57 · 2,874 sh | 2,874 | $29.0K | 0.00% | +1224.4% |
| 58 | MIRAE ASSET GLOBAL ETFS Ltd.#58 · 2,857 sh | 2,857 | $28.9K | 0.00% | -15.5% |
| 59 | Ancora Advisors#59 · 2,753 sh | 2,753 | $27.8K | <0.01% | 0.0% |
| 60 | UBS Group AG#60 · 2,243 sh | 2,243 | $22.7K | 0.00% | +105.6% |
| 61 | Police & Firemen's Retirement System of New Jersey#61 · 2,148 sh | 2,148 | $21.7K | <0.01% | 0.0% |
| 62 | NEW YORK STATE COMMON RETIREMENT FUND#62 · 1,880 sh | 1,880 | $19.0K | 0.00% | 0.0% |
| 63 | Prestige Wealth Management Group#63 · 1,800 sh | 1,800 | $18.2K | <0.01% | 0.0% |
| 64 | PNC FINANCIAL SERVICES GROUP#64 · 1,664 sh | 1,664 | $16.8K | 0.00% | New |
| 65 | MEEDER ASSET MANAGEMENT#65 · 1,396 sh | 1,396 | $14.1K | <0.01% | 0.0% |
| 66 | Tower Research Capital (TRC)#66 · 1,116 sh | 1,116 | $11.3K | <0.01% | -56.0% |
| 67 | OSAIC#67 · 1,033 sh | 1,033 | $10.4K | 0.00% | -71.6% |
| 68 | FMR#68 · 809 sh | 809 | $8.2K | 0.00% | +337.3% |
| 69 | Ameritas Investment Partners#69 · 744 sh | 744 | $7.5K | <0.01% | 0.0% |
| 70 | Legal & General Group Plc#70 · 702 sh | 702 | $7.1K | 0.00% | 0.0% |
| 71 | Pinnacle Wealth Planning Services#71 · 678 sh | 678 | $6.9K | <0.01% | New |
| 72 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO#72 · 600 sh | 600 | $6.1K | 0.00% | 0.0% |
| 73 | SRS Capital Advisors#73 · 555 sh | 555 | $5.6K | 0.00% | +5450.0% |
| 74 | HUNTINGTON NATIONAL BANK#74 · 457 sh | 457 | $4.6K | 0.00% | New |
| 75 | HARBOR CAPITAL ADVISORS#75 · 424 sh | 424 | $4.0K | — | -15.4% |
| 76 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION#76 · 296 sh | 296 | $3.0K | <0.01% | New |
| 77 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#77 · 284 sh | 284 | $2.9K | 0.00% | 0.0% |
| 78 | Spire Wealth Management#78 · 211 sh | 211 | $2.1K | <0.01% | 0.0% |
| 79 | Integrated Wealth Concepts#79 · 169 sh | 169 | $1.7K | 0.00% | New |
| 80 | Rockefeller Capital Management L.P.#80 · 142 sh | 142 | $1.4K | 0.00% | -53.0% |
| 81 | Piscataqua Savings Bank#81 · 125 sh | 125 | $1.3K | — | 0.0% |
| 82 | Sterling Capital Management#82 · 124 sh | 124 | $1.3K | — | -45.6% |
| 83 | SBI Securities , Ltd.#83 · 115 sh | 115 | $1.2K | — | +283.3% |
| 84 | JONES FINANCIAL COMPANIES LLLP#84 · 68 sh | 68 | $789.00 | 0.00% | New |
| 85 | Allworth Financial#85 · 76 sh | 76 | $769.00 | 0.00% | +204.0% |
| 86 | SIMPLEX TRADING#86 · 61 sh | 61 | $616.00 | 0.00% | -78.6% |
| 87 | EverSource Wealth Advisors#87 · 48 sh | 48 | $486.00 | 0.00% | -85.4% |
| 88 | Bogart Wealth#88 · 47 sh | 47 | $475.00 | 0.00% | New |
| 89 | Essential Partners#89 · 40 sh | 40 | $404.00 | — | -21.6% |
| 90 | GAMMA Investing#90 · 31 sh | 31 | $313.00 | — | New |
| 91 | IFP Advisors#91 · 24 sh | 24 | $243.00 | — | +118.2% |
| 92 | Clearstead Advisors#92 · 23 sh | 23 | $233.00 | 0.00% | -99.8% |
| 93 | Farther Finance Advisors#93 · 16 sh | 16 | $163.00 | — | -97.5% |
| 94 | Fortitude Family Office#94 · 7 sh | 7 | $71.00 | — | New |
| 95 | ROTHSCHILD INVESTMENT#95 · 7 sh | 7 | $71.00 | 0.00% | +16.7% |
| 96 | Optiver Holding B.V.#96 · 6 sh | 6 | $61.00 | 0.00% | -94.1% |
| 97 | SJS Investment Consulting#97 · 1 sh | 1 | $11.00 | — | New |
| 98 | True Wealth Design#98 · 1 sh | 1 | $11.00 | — | -50.0% |
| 99 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#99 · 85 sh | 85 | — | — | -77.2% |
Funds that sold out of SAMG in Q2 2026 (9)
Held SAMG at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| TWO SIGMA INVESTMENTS31,073 sh | 31,073 | $417.6K |
| CITADEL ADVISORS30,308 sh | 30,308 | $407.3K |
| Cetera Investment Advisers14,316 sh | 14,316 | $192.4K |
| Scarborough Advisors45 sh | 45 | $599.00 |
| MAI Capital Management7 sh | 7 | $95.00 |
| Basecamp Wealth Advisors5 sh | 5 | $67.00 |
| Root Financial Partners3 sh | 3 | $40.00 |
| Wealth Preservation Advisors2 sh | 2 | $27.00 |
| Covestor Ltd18 sh | 18 | $0.00 |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.