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Disclosery

SAMG SILVERCREST ASSET MGMT GROUP

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COMMON STOCK (common), issuer CIK 1549966

93 managers (98 13F filers) reported a position in SAMG shares at 2026-06-30, 4,642,122 shares in all. 14 filers opened a position and 9 filers sold out during the quarter.

Managers
93
13F filers
98
New
14
Added
32
Reduced
31
Sold out
9
Shares held by filers
4,642,122

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

Each filer's latest stake. The shares are the aggregate the reporting persons state, which can include entities that file no 13F.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
BlackRock, Inc.in group BlackRock, Inc.960,270$9.71M<0.01%+15,01813F-HRTimelineGroup
VANGUARD GROUP INCgroup of 4 filers holding408,501$4.13M+298Timeline
Diamond Hill Capital Management, LLC (I…361,544$3.66M0.03%+171,48013F-HRTimeline
PUNCH & ASSOCIATES INVESTMENT MANAGEMEN…325,921$3.3M0.16%+80,89013F-HRTimeline
Pacific Ridge Capital Partners, LLC245,859$2.49M0.45%+39,17313F-HRTimeline
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC194,469$1.97M<0.01%+16,64713F-HRTimelineGroup
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP193,346$1.95M<0.01%-10,38113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY187,944$1.9M<0.01%+103,85213F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP184,498$1.87M<0.01%+14,92813F-HR/ATimelineGroup
GAMCO Investors (Gabelli)group of 2 filers holding176,685$1.79M0Timeline
RENAISSANCE TECHNOLOGIES LLC168,168$1.7M<0.01%+6,43113F-HRTimeline
ROYCE & ASSOCIATES LP158,017$1.6M0.01%-192,90713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC135,395$1.37M<0.01%+15,78013F-HRTimelineGroup
North Star Investment Management Corp.110,000$1.11M0.06%013F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC62,200$636K<0.01%-2,23313F-HRTimelineGroup
Teton Advisors, LLC53,500$541K0.31%013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP51,146$517K<0.01%-1,24513F-HRTimelineGroup
Boston Partnersin group Boston Trust Walden Corp48,861$494K<0.01%-194,06113F-HRTimelineGroup
CM WEALTH ADVISORS LLC45,305$458K0.08%new13F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP37,880$383K<0.01%new13F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC33,161$335K<0.01%+19,73713F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC32,816$332K<0.01%-2,65713F-HRTimelineGroup
APPLETON PARTNERS INC/MA31,650$320K0.02%013F-HRTimeline
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPin group ARROWSTREET CAPITAL, LIMITED …29,572$299K<0.01%013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/28,988$293K<0.01%+1,93013F-HRTimelineGroup
ROBERTS GLORE & CO INC /IL/26,993$273K0.07%+8,97513F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC22,813$231K<0.01%-16,71913F-HRTimeline
MARTINGALE ASSET MANAGEMENT L P22,135$224K0.01%-6,11813F-HRTimeline
Connor, Clark & Lunn Investment Managem…20,488$207K<0.01%-6,28613F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp19,136$193K<0.01%+1,02413F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co18,566$188K<0.01%-2113F-HRTimelineGroup
Rothschild Wealth LLC18,450$187K0.01%+2713F-HRTimeline
BRIDGEWAY CAPITAL MANAGEMENT, LLC17,702$179K<0.01%013F-HRTimeline
R Squared Ltd16,341$165K0.09%+9713F-HRTimeline
Nuveen, LLCin group TIAA15,690$159K<0.01%013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC15,018$152K<0.01%-58013F-HRTimelineGroup
PANAGORA ASSET MANAGEMENT INC14,342$145K<0.01%new13F-HRTimeline
Wealthspire Advisors, LLC14,096$143K<0.01%+1,30013F-HRTimeline
GSA CAPITAL PARTNERS LLP13,242$134K0.01%new13F-HRTimeline
JACOBS LEVY EQUITY MANAGEMENT, INC11,476$116K<0.01%-1,46413F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC10,800$109K<0.01%013F-HRTimeline
OCCUDO QUANTITATIVE STRATEGIES LP10,544$107K0.01%new13F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT10,064$102K<0.01%-8,37613F-HR/ATimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS9,357$94.6K<0.01%-1,18113F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\6,720$67.9K<0.01%+23213F-HRTimelineGroup
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC6,147$60K<0.01%+2,08013F-HRTimelineGroup
RHUMBLINE ADVISERS5,860$59.2K<0.01%-5,17213F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…5,339$54K<0.01%+4,01813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN5,197$52.5K<0.01%+2,68713F-HRTimelineGroup
HM PAYSON & CO4,600$46.5K<0.01%-2,00013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC3,789$38.3K<0.01%+2,99813F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,950$30.4K<0.01%-1,83813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,874$29K<0.01%+2,65713F-HRTimelineGroup
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…2,857$28.9K<0.01%-52513F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC2,753$27.8K<0.01%013F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding2,527$25.5K+1,152Timeline
Police & Firemen's Retirement System of…2,148$21.7K<0.01%013F-HRTimeline
NEW YORK STATE COMMON RETIREMENT FUND1,880$19K<0.01%013F-HRTimeline
Prestige Wealth Management Group LLC1,800$18.2K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,664$16.8K<0.01%new13F-HRTimelineGroup
MEEDER ASSET MANAGEMENT INCin group Meeder Advisory Services, Inc.1,396$14.1K<0.01%013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,116$11.3K<0.01%-1,41813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,033$10.4K<0.01%-2,61013F-HRTimelineGroup
FMR LLCin group FMR LLC809$8.18K<0.01%+62413F-HRTimelineGroup
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…744$7.52K<0.01%013F-HRTimelineGroup
Legal & General Group Plcin group Legal & General Group Plc702$7.1K<0.01%013F-HRTimelineGroup
Pinnacle Wealth Planning Services, Inc.678$6.86K<0.01%new13F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…600$6.07K<0.01%013F-HRTimeline
Arax Advisory Partners555$5.61K<0.01%+54513F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK457$4.62K<0.01%new13F-HRTimelineGroup
HARBOR CAPITAL ADVISORS, INC.424$4K<0.01%-7713F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…296$2.99K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management211$2.13K<0.01%013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…142$1.44K<0.01%-16013F-HRTimelineGroup
Piscataqua Savings Bank125$1.26K<0.01%013F-HRTimeline
Sterling Capital Management LLC124$1.25K<0.01%-10413F-HRTimeline
SBI Securities Co., Ltd.115$1.16K<0.01%+8513F-HRTimeline
CALIFORNIA STATE TEACHERS RETIREMENT SY…85$859<0.01%-28813F-HR/ATimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP68$789<0.01%new13F-HRTimelineGroup
Allworth Financial LP76$769<0.01%+5113F-HRTimeline
SIMPLEX TRADING, LLC61$616<0.01%-22413F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…48$486<0.01%+413F-HRTimelineGroup
Bogart Wealth, LLC47$475<0.01%new13F-HRTimeline
Essential Partners LLC40$404<0.01%-1113F-HRTimeline
GAMMA Investing LLC31$313<0.01%new13F-HRTimeline
IFP Advisors, Inc24$243<0.01%+1313F-HRTimeline
Clearstead Advisors, LLC23$233<0.01%-10,59213F-HRTimeline
Farther Finance Advisors, LLC16$163<0.01%-61513F-HRTimeline
ROTHSCHILD INVESTMENT LLC7$71<0.01%+113F-HRTimeline
Fortitude Family Office, LLC7$71<0.01%new13F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.6$61<0.01%-9613F-HRTimelineGroup
SJS Investment Consulting Inc.1$11<0.01%new13F-HRTimeline
True Wealth Design, LLC1$11<0.01%-113F-HRTimeline

Events

  • Equinox Partners Investment Management LLC and 2 other reporting persons reported 554,736 SAMG shares, 7.1% of the class, as of 2026-09-23, in a 13D filed 2026-09-30. 0001013594-26-000998

    Accepted , ingested