SAMG Silvercrest Asset Management Group Inc.
Silvercrest Asset Management Group Inc. (SAMG) Institutional Ownership
What the institutions did with SAMG last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| BlackRock, Inc. | 960.3K | 20.7% |
| DIAMOND HILL CAPITAL MANAGEMENT INC | 361.5K | 7.8% |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 325.9K | 7.0% |
| VANGUARD CAPITAL MANAGEMENT LLC | 312.9K | 6.7% |
| Pacific Ridge Capital Partners, LLC | 245.9K | 5.3% |
| GEODE CAPITAL MANAGEMENT, LLC | 194.5K | 4.2% |
| DIMENSIONAL FUND ADVISORS LP | 193.3K | 4.2% |
| MORGAN STANLEY | 187.9K | 4.0% |
| STATE STREET CORP | 184.5K | 4.0% |
| RENAISSANCE TECHNOLOGIES LLC | 168.2K | 3.6% |
| ROYCE & ASSOCIATES LP | 158.0K | 3.4% |
| GABELLI FUNDS LLC | 152.2K | 3.3% |
| GOLDMAN SACHS GROUP INC | 135.4K | 2.9% |
| North Star Investment Management Corp. | 110.0K | 2.4% |
| HSBC HOLDINGS PLC | 62.2K | 1.3% |
| Teton Advisors, LLC | 53.5K | 1.2% |
| NORTHERN TRUST CORP | 51.1K | 1.1% |
| VANGUARD FIDUCIARY TRUST CO | 50.5K | 1.1% |
| Boston Partners | 48.9K | 1.1% |
| CM WEALTH ADVISORS LLC | 45.3K | 1.0% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 41.7K | 0.9% |
| MARSHALL WACE, LLP | 37.9K | 0.8% |
| AQR CAPITAL MANAGEMENT LLC | 33.2K | 0.7% |
| BARCLAYS PLC | 32.8K | 0.7% |
| APPLETON PARTNERS INC/MA | 31.7K | 0.7% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| Boston Partners | Reduced | 242.9K | 48.9K | -194.1K |
| ROYCE & ASSOCIATES LP | Reduced | 350.9K | 158.0K | -192.9K |
| DIAMOND HILL CAPITAL MANAGEMENT INC | Increased | 190.1K | 361.5K | +171.5K |
| MORGAN STANLEY | Increased | 84.1K | 187.9K | +103.9K |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | Increased | 245.0K | 325.9K | +80.9K |
| CM WEALTH ADVISORS LLC | New | 0 | 45.3K | +45.3K |
| Pacific Ridge Capital Partners, LLC | Increased | 206.7K | 245.9K | +39.2K |
| MARSHALL WACE, LLP | New | 0 | 37.9K | +37.9K |
| TWO SIGMA INVESTMENTS, LP | Sold Out | 31.1K | 0 | -31.1K |
| CITADEL ADVISORS LLC | Sold Out | 30.3K | 0 | -30.3K |
| AQR CAPITAL MANAGEMENT LLC | Increased | 13.4K | 33.2K | +19.7K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | Reduced | 39.5K | 22.8K | -16.7K |
| GEODE CAPITAL MANAGEMENT, LLC | Increased | 177.8K | 194.5K | +16.6K |
| GOLDMAN SACHS GROUP INC | Increased | 119.6K | 135.4K | +15.8K |
| BlackRock, Inc. | Increased | 945.3K | 960.3K | +15.0K |
| STATE STREET CORP | Increased | 169.6K | 184.5K | +14.9K |
| PANAGORA ASSET MANAGEMENT INC | New | 0 | 14.3K | +14.3K |
| Cetera Investment Advisers | Sold Out | 14.3K | 0 | -14.3K |
| GSA CAPITAL PARTNERS LLP | New | 0 | 13.2K | +13.2K |
| Clearstead Advisors, LLC | Reduced | 10.6K | 23 | -10.6K |
| OCCUDO QUANTITATIVE STRATEGIES LP | New | 0 | 10.5K | +10.5K |
| DIMENSIONAL FUND ADVISORS LP | Reduced | 203.7K | 193.3K | -10.4K |
| ROBERTS GLORE & CO INC /IL/ | Increased | 18.0K | 27.0K | +9.0K |
| RITHOLTZ WEALTH MANAGEMENT | Reduced | 18.4K | 10.1K | -8.4K |
| RENAISSANCE TECHNOLOGIES LLC | Increased | 161.7K | 168.2K | +6.4K |
| Connor, Clark & Lunn Investment Management Ltd. | Reduced | 26.8K | 20.5K | -6.3K |
| MARTINGALE ASSET MANAGEMENT L P | Reduced | 28.3K | 22.1K | -6.1K |
| RHUMBLINE ADVISERS | Reduced | 11.0K | 5.9K | -5.2K |
| Russell Investments Group, Ltd. | Increased | 1.3K | 5.3K | +4.0K |
| VANGUARD CAPITAL MANAGEMENT LLC | Reduced | 316.1K | 312.9K | -3.2K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Increased | 38.5K | 41.7K | +3.2K |
| CITIGROUP INC | Increased | 791 | 3.8K | +3.0K |
| WELLS FARGO & COMPANY/MN | Increased | 2.5K | 5.2K | +2.7K |
| ROYAL BANK OF CANADA | Increased | 217 | 2.9K | +2.7K |
| BARCLAYS PLC | Reduced | 35.5K | 32.8K | -2.7K |
| OSAIC HOLDINGS, INC. | Reduced | 3.6K | 1.0K | -2.6K |
| HSBC HOLDINGS PLC | Reduced | 64.4K | 62.2K | -2.2K |
| ACADIAN ASSET MANAGEMENT LLC | Increased | 4.1K | 6.1K | +2.1K |
| HM PAYSON & CO | Reduced | 6.6K | 4.6K | -2.0K |
| BANK OF AMERICA CORP /DE/ | Increased | 27.1K | 29.0K | +1.9K |
| JPMORGAN CHASE & CO | Reduced | 4.8K | 3.0K | -1.8K |
| PNC FINANCIAL SERVICES GROUP, INC. | New | 0 | 1.7K | +1.7K |
| JACOBS LEVY EQUITY MANAGEMENT, INC | Reduced | 12.9K | 11.5K | -1.5K |
| Tower Research Capital LLC (TRC) | Reduced | 2.5K | 1.1K | -1.4K |
| Wealthspire Advisors, LLC | Increased | 12.8K | 14.1K | +1.3K |
| NORTHERN TRUST CORP | Reduced | 52.4K | 51.1K | -1.2K |
| BNP PARIBAS FINANCIAL MARKETS | Reduced | 10.5K | 9.4K | -1.2K |
| UBS Group AG | Increased | 1.1K | 2.2K | +1.2K |
| Bank of New York Mellon Corp | Increased | 18.1K | 19.1K | +1.0K |
| Pinnacle Wealth Planning Services, Inc. | New | 0 | 678 | +678 |
| FMR LLC | Increased | 185 | 809 | +624 |
| Farther Finance Advisors, LLC | Reduced | 631 | 16 | -615 |
| RAYMOND JAMES FINANCIAL INC | Reduced | 15.6K | 15.0K | -580 |
| Arax Advisory Partners | Increased | 10 | 555 | +545 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | Reduced | 3.4K | 2.9K | -525 |
| HUNTINGTON NATIONAL BANK | New | 0 | 457 | +457 |
| VANGUARD FIDUCIARY TRUST CO | Increased | 50.2K | 50.5K | +328 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | New | 0 | 296 | +296 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | Reduced | 373 | 85 | -288 |
| DEUTSCHE BANK AG\ | Increased | 6.5K | 6.7K | +232 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.