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Disclosery

SAMG SILVERCREST ASSET MGMT GROUP

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COMMON STOCK (common), issuer CIK 1549966

80 managers (82 13F filers) reported a position in SAMG shares at 2025-06-30, 5,349,471 shares in all. 14 filers opened a position and 10 filers sold out during the quarter.

Managers
80
13F filers
82
New
14
Added
33
Reduced
21
Sold out
10
Shares held by filers
5,349,471

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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.990,729$15.7M<0.01%+160,58113F-HRTimelineGroup
ROYCE & ASSOCIATES LP568,293$9.01M0.09%-5,00013F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC546,215$8.66M<0.01%-5,66613F-HRTimelineGroup
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP218,371$3.46M<0.01%+8,88613F-HRTimelineGroup
Pacific Ridge Capital Partners, LLC216,964$3.44M0.82%-3,23713F-HRTimeline
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC213,294$3.38M<0.01%-14,27513F-HRTimelineGroup
GAMCO Investors (Gabelli)group of 2 filers holding213,296$3.38M+167,964Timeline
Boston Partnersin group Boston Trust Walden Corp201,100$3.19M<0.01%-2,35913F-HR/ATimelineGroup
STATE STREET CORPin group STATE STREET CORP191,787$3.04M<0.01%+24,69213F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC187,437$2.97M<0.01%+29,70013F-HRTimeline
Diamond Hill Capital Management, LLC (I…171,916$2.73M0.01%+44,90713F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC158,374$2.51M0.05%-1,39613F-HRTimelineGroup
Perritt Capital Management Inc139,611$2.21M1.14%-13,96213F-HR/ATimeline
MORGAN STANLEYin group MORGAN STANLEY119,824$1.9M<0.01%+38,38813F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding115,448$1.83M+36,519Timeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC93,972$1.49M<0.01%+44,67513F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP67,457$1.07M<0.01%-6,85513F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC65,249$1.05M<0.01%+42,89813F-HRTimelineGroup
MARSHALL WACE, LLPin group MARSHALL WACE, LLP63,961$1.01M<0.01%new13F-HRTimelineGroup
GLOBEFLEX CAPITAL L P63,521$1.01M0.08%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC62,377$989K<0.01%-17,41613F-HRTimelineGroup
Teton Advisors, Inc.55,400$879K0.53%-1,10013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC53,548$849K<0.01%+25,65413F-HR/ATimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC37,290$591K<0.01%+15,63813F-HRTimeline
APPLETON PARTNERS INC/MA31,650$502K0.04%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/31,539$500K<0.01%+5,76913F-HRTimelineGroup
MARTINGALE ASSET MANAGEMENT L P28,251$448K0.01%+29713F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp26,448$419K<0.01%+1,73213F-HRTimelineGroup
R Squared Ltd26,107$414K0.23%+10,99613F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC23,175$368K<0.01%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG22,827$362K<0.01%+10,71213F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co22,722$360K<0.01%-4,09613F-HRTimelineGroup
Clearstead Advisors, LLC22,712$360K0.01%+9,57613F-HRTimeline
Trexquant Investment LP22,522$357K<0.01%new13F-HRTimeline
Connor, Clark & Lunn Investment Managem…21,173$336K<0.01%+3,53213F-HRTimeline
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPin group ARROWSTREET CAPITAL, LIMITED …19,934$316K<0.01%new13F-HRTimelineGroup
ROBERTS GLORE & CO INC /IL/18,658$296K0.09%+3,92513F-HRTimeline
HM PAYSON & CO18,488$293K<0.01%-3,00013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT18,181$288K0.01%new13F-HRTimeline
BRIDGEWAY CAPITAL MANAGEMENT, LLC17,702$281K0.01%013F-HRTimeline
BAILARD, INC.16,969$269K0.01%new13F-HRTimeline
Nuveen, LLCin group TIAA15,690$249K<0.01%-4,54213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC15,555$247K<0.01%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO14,209$225K<0.01%-7,49713F-HRTimelineGroup
RHUMBLINE ADVISERS13,670$217K<0.01%-27213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…12,239$194K<0.01%-4,85013F-HRTimelineGroup
Engineers Gate Manager LP10,547$167K<0.01%new13F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC10,000$159K<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS9,373$149K<0.01%+8,65213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA8,589$136K<0.01%+7,57613F-HR/ATimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\6,488$103K<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN5,144$81.6K<0.01%-56613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.5,063$80.3K<0.01%-4513F-HR/ATimelineGroup
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…4,381$69.5K<0.01%-1,26813F-HRTimelineGroup
Police & Firemen's Retirement System of…2,148$34.1K<0.01%new13F-HRTimeline
NEW YORK STATE COMMON RETIREMENT FUND1,880$29.8K<0.01%013F-HR/ATimeline
Prestige Wealth Management Group LLC1,800$28.5K0.01%013F-HR/ATimeline
MEEDER ASSET MANAGEMENT INCin group Meeder Advisory Services, Inc.1,396$22.1K<0.01%013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,272$20.2K<0.01%+36013F-HRTimelineGroup
Farther Finance Advisors, LLC801$12.7K<0.01%new13F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…744$11.8K<0.01%013F-HRTimelineGroup
Legal & General Group Plcin group Legal & General Group Plc702$11.1K<0.01%-13113F-HRTimelineGroup
CALIFORNIA STATE TEACHERS RETIREMENT SY…689$10.9K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC463$7.34K<0.01%+3813F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…394$6.25K<0.01%+24213F-HRTimelineGroup
AMALGAMATED BANK344$5K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC315$5K<0.01%+19213F-HRTimelineGroup
Sterling Capital Management LLC269$4.27K<0.01%+10513F-HR/ATimeline
SIMPLEX TRADING, LLC300$4K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management205$3.25K<0.01%+313F-HRTimelineGroup
Piscataqua Savings Bank125$1.98K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP50$805<0.01%new13F-HRTimelineGroup
GAMMA Investing LLC45$714<0.01%+913F-HRTimeline
MassMutual Private Wealth & Trust, FSB36$571<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…16$254<0.01%+713F-HRTimelineGroup
IFP Advisors, Inc0$239<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.
SBI Securities Co., Ltd.12$190<0.01%-1813F-HRTimeline
Essential Partners LLC3$48<0.01%13F-HRTimeline
Covestor Ltd22$00%+1013F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.

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