HolderBook

SILVERCREST ASSET MGMT GROUP (SAMG)

Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.

97
Reporting holders
$46.9M
Reported value
0.4%
Held as options
+8
Holder change

Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.

Holders

FilerValueShares Their book Held Change
BlackRock, Inc.$9.7M960,2700.00%8q+1.6%+$151.8K
Diamond Hill Capital Management, LLC (Investment Advisor)$3.7M361,5440.03%14q+90.2%+$1.7M
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.$3.3M325,9210.16%2q+33.0%+$817.8K
VANGUARD CAPITAL MANAGEMENT LLC$3.2M312,8730.00%2q-1.0%-$32.5K
Pacific Ridge Capital Partners, LLC$2.5M245,8590.45%31q+19.0%+$396.0K
GEODE CAPITAL MANAGEMENT, LLC$2.0M194,4690.00%31q+9.4%+$168.4K
DIMENSIONAL FUND ADVISORS LP$2.0M193,3460.00%31q-5.1%-$105.0K
MORGAN STANLEY$1.9M187,9440.00%35q+123.5%+$1.0M
STATE STREET CORP$1.9M184,4980.00%31q+8.8%+$150.9K
RENAISSANCE TECHNOLOGIES LLC$1.7M168,1680.00%31q+4.0%+$65.0K
ROYCE & ASSOCIATES LP$1.6M158,0170.01%31q-55.0%-$2.0M
GABELLI FUNDS LLC$1.5M152,1880.01%12qHELD
GOLDMAN SACHS GROUP INC$1.4M135,3950.00%11q+13.2%+$159.5K
North Star Investment Management Corp.$1.1M110,0000.06%2qHELD
HSBC HOLDINGS PLC$636.3K62,2000.00%9q-3.5%-$22.8K
Teton Advisors, LLC$540.9K53,5000.31%4qHELD
NORTHERN TRUST CORP$517.1K51,1460.00%31q-2.4%-$12.6K
VANGUARD FIDUCIARY TRUST CO$510.7K50,5180.00%2q+0.7%+$3.3K
Boston Partners$494.0K48,8610.00%31q-79.9%-$2.0M
CM WEALTH ADVISORS LLC$458.0K45,3050.08%newNEW
VANGUARD PORTFOLIO MANAGEMENT LLC$421.5K41,6960.00%2q+8.3%+$32.2K
MARSHALL WACE, LLP$383.0K37,8800.00%newNEW
AQR CAPITAL MANAGEMENT LLC$335.3K33,1610.00%2q+147.0%+$199.5K
BARCLAYS PLC$331.8K32,8160.00%30q-7.5%-$26.9K
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$299.0K29,5720.00%5qHELD
BANK OF AMERICA CORP /DE/$293.1K28,9880.00%31q+7.1%+$19.5K
ROBERTS GLORE & CO INC /IL/$272.9K26,9930.07%27q+49.8%+$90.7K
GAMCO INVESTORS, INC. ET AL$247.7K24,4970.00%8qHELD
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$230.6K22,8130.00%8q-42.3%-$169.0K
MARTINGALE ASSET MANAGEMENT L P$223.8K22,1350.01%9q-21.7%-$61.9K
Connor, Clark & Lunn Investment Management Ltd.$207.1K20,4880.00%9q-23.5%-$63.6K
RITHOLTZ WEALTH MANAGEMENT$203.5K20,1280.00%5q+9.2%+$17.1K
Bank of New York Mellon Corp$193.5K19,1360.00%31q+5.7%+$10.4K
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$187.7K18,5660.00%17qHELD
Sixth Street Partners Management Company, L.P.$187.7K18,5660.00%newNEW
Rothschild Wealth LLC$186.5K18,4500.01%3qHELD
BRIDGEWAY CAPITAL MANAGEMENT, LLC$179.0K17,7020.00%31qHELD
CITADEL ADVISORS LLC$173.9Koptions only0.00%2qOPTIONS
R Squared Ltd$165.2K16,3410.09%7q+0.6%
Nuveen, LLC$158.6K15,6900.00%6qHELD
RAYMOND JAMES FINANCIAL INC$151.8K15,0180.00%5q-3.7%-$5.9K
PANAGORA ASSET MANAGEMENT INC$145.0K14,3420.00%newNEW
Wealthspire Advisors, LLC$142.5K14,0960.00%2q+10.2%+$13.1K
JACOBS LEVY EQUITY MANAGEMENT, INC$116.0K11,4760.00%2q-11.3%-$14.8K
SILVERCREST ASSET MANAGEMENT GROUP LLC$109.2K10,8000.00%6qHELD
OCCUDO QUANTITATIVE STRATEGIES LP$106.6K10,5440.01%newNEW
BNP PARIBAS FINANCIAL MARKETS$94.6K9,3570.00%31q-11.2%-$11.9K
DEUTSCHE BANK AG\$67.9K6,7200.00%17q+3.6%+$2.3K
RHUMBLINE ADVISERS$59.2K5,8600.00%17q-46.9%-$52.3K
Russell Investments Group, Ltd.$54.0K5,3390.00%14q+304.2%+$40.6K
WELLS FARGO & COMPANY/MN$52.5K5,1970.00%14q+3.5%+$1.8K
HM PAYSON & CO$46.5K4,6000.00%29q-30.3%-$20.2K
CITIGROUP INC$38.3K3,7890.00%18q+379.0%+$30.3K
Vanguard Global Advisers, LLC$34.5K3,4140.00%2qHELD
JPMORGAN CHASE & CO$30.4K2,9500.00%31q-38.4%-$18.9K
ROYAL BANK OF CANADA$29.0K2,8740.00%17q+1255.7%+$26.9K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$28.9K2,8570.00%9q-15.5%-$5.3K
Ancora Advisors LLC$27.8K2,7530.00%19qHELD
UBS Group AG$22.7K2,2430.00%23q+105.6%+$11.6K
Police & Firemen's Retirement System of New Jersey$21.7K2,1480.00%5qHELD
NEW YORK STATE COMMON RETIREMENT FUND$19.0K1,8800.00%17qHELD
Prestige Wealth Management Group LLC$18.2K1,8000.00%31qHELD
PNC Financial Services Group, Inc.$16.8K1,6640.00%newNEW
MEEDER ASSET MANAGEMENT INC$14.1K1,3960.00%8qHELD
Tower Research Capital LLC (TRC)$11.3K1,1160.00%18q-56.0%-$14.3K
OSAIC HOLDINGS, INC.$10.4K1,0330.00%24q-71.6%-$26.4K
MERCER GLOBAL ADVISORS INC /ADV$8.8K8720.00%newNEW
FMR LLC$8.2K8090.00%16q+337.3%+$6.3K
Ameritas Investment Partners, Inc.$7.5K7440.00%17qHELD
Legal & General Group Plc$7.1K7020.00%17qHELD
Pinnacle Wealth Planning Services, Inc.$6.9K6780.00%newNEW
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$6.1K6000.00%4qHELD
Arax Advisory Partners$5.6K5550.00%2q+5450.0%+$5.5K
HUNTINGTON NATIONAL BANK$4.6K4570.00%newNEW
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$3.0K2960.00%newNEW
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$2.9K2840.00%3qHELD
Spire Wealth Management$2.1K2110.00%14qHELD
Integrated Wealth Concepts LLC$1.7K1690.00%newNEW
SIMPLEX TRADING, LLC$1.6K610.00%newNEW
Rockefeller Capital Management L.P.$1.4K1420.00%3q-53.0%-$1.6K
Piscataqua Savings Bank$1.3K1250.00%13qHELD
Sterling Capital Management LLC$1.3K1240.00%8q-45.6%-$1.1K
SBI Securities Co., Ltd.$1.2K1150.00%7q+283.3%
JONES FINANCIAL COMPANIES LLLP$789680.00%newNEW
Allworth Financial LP$769760.00%2q+204.0%
EverSource Wealth Advisors, LLC$486480.00%6q+9.1%
Bogart Wealth, LLC$475470.00%newNEW
Essential Partners LLC$404400.00%5q-21.6%
APPLETON PARTNERS INC/MA$32031,6500.02%14qHELD
GAMMA Investing LLC$313310.00%newNEW
IFP Advisors, Inc$243240.00%5q+118.2%
Clearstead Advisors, LLC$233230.00%9q-99.8%-$107.3K
Farther Finance Advisors, LLC$163160.00%5q-97.5%-$6.3K
GSA CAPITAL PARTNERS LLP$13413,2420.01%newNEW
ROTHSCHILD INVESTMENT LLC$7170.00%2q+16.7%
Fortitude Family Office, LLC$7170.00%newNEW
Optiver Holding B.V.$6160.00%4q-94.1%
ACADIAN ASSET MANAGEMENT LLC$606,1470.00%4q+51.1%
SJS Investment Consulting Inc.$1110.00%newNEW
True Wealth Design, LLC$1110.00%2q-50.0%

Five percent filings

Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →

FiledFormFiler % of class
2026-07-3013G/ABlackRock, Inc.7.8%
2026-07-1713G/ABlackRock Portfolio Management LLC4.7%

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 202697$46.9M4,620,2451731280.4%
Q1 202689$60.7M4,515,7721616340.0%
Q4 202576$72.7M4,787,524320370.0%
Q3 202584$79.1M5,020,175917300.0%
Q2 202578$84.5M5,325,4291431210.0%
Q1 202574$98.7M6,032,263619280.0%
Q4 202470$115.7M6,293,512224210.0%
Q3 202474$111.6M6,475,105827180.0%
Q2 202473$100.9M6,470,963724240.0%
Q1 202470$98.9M6,257,266422240.0%
Q4 202375$106.6M6,273,194531220.0%
Q3 202377$98.2M6,189,909428240.0%
Q2 202380$126.9M6,269,090426330.0%
Q1 202375$115.2M6,335,111828170.0%
Q4 202268$111.1M5,919,128921240.0%
Q3 202275$114.9M7,027,839831250.0%
Q2 202275$118.6M7,224,7442229140.0%
Q1 202260$136.8M6,756,8131022190.0%
Q4 202155$114.9M6,693,850215190.0%
Q3 202153$99.8M6,406,947313190.0%
Q2 202162$98.8M6,572,4951316230.0%
Q1 202167$96.9M6,764,408728160.0%
Q4 202061$88.3M6,376,334922180.0%
Q3 202054$64.9M6,203,750412240.0%
Q2 202054$82.0M6,455,222419210.0%
Q1 202052$59.8M6,315,936020160.0%
Q4 201957$88.3M7,015,924723130.0%
Q3 201960$78.1M6,349,443618180.0%
Q2 201960$91.2M6,499,546420170.0%
Q1 201959$93.8M6,579,430312180.0%
Q4 201863$88.8M6,714,2820110.0%