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Disclosery

SAMG SILVERCREST ASSET MGMT GROUP

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COMMON STOCK (common), issuer CIK 1549966

89 managers (94 13F filers) reported a position in SAMG shares at 2026-03-31, 4,549,508 shares in all. 17 filers opened a position and 7 filers sold out during the quarter.

Managers
89
13F filers
94
New
17
Added
19
Reduced
36
Sold out
7
Shares held by filers
4,549,508

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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.945,252$12.7M<0.01%-19,63913F-HRTimelineGroup
VANGUARD GROUP INCgroup of 4 filers holding408,203$5.49MnewTimeline
ROYCE & ASSOCIATES LP350,924$4.72M0.05%013F-HRTimeline
PUNCH & ASSOCIATES INVESTMENT MANAGEMEN…245,031$3.29M0.19%new13F-HRTimeline
Boston Partnersin group Boston Trust Walden Corp242,922$3.26M<0.01%+10,61213F-HRTimelineGroup
Pacific Ridge Capital Partners, LLC206,686$2.78M0.6%+80913F-HRTimeline
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP203,727$2.74M<0.01%-2,35713F-HRTimelineGroup
Diamond Hill Capital Management, LLC (I…190,064$2.55M0.02%+97913F-HRTimeline
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC177,822$2.39M<0.01%-14,71813F-HRTimelineGroup
GAMCO Investors (Gabelli)group of 2 filers holding176,685$2.37M-33,499Timeline
STATE STREET CORPin group STATE STREET CORP169,570$2.28M<0.01%-21,07913F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC161,737$2.17M<0.01%+4,70013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC119,615$1.61M<0.01%+20,55913F-HRTimelineGroup
North Star Investment Management Corp.110,000$1.48M0.09%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY84,092$1.13M<0.01%-7,43913F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC64,433$857K<0.01%-3,59313F-HRTimelineGroup
Teton Advisors, LLC53,500$719K0.51%-50013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP52,391$704K<0.01%+2,62513F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC39,532$531K<0.01%-1,48313F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC35,473$477K<0.01%-10,41613F-HRTimelineGroup
APPLETON PARTNERS INC/MA31,650$425K0.03%013F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP31,073$418K<0.01%+1,52013F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC30,308$407K<0.01%new13F-HRTimelineGroup
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPin group ARROWSTREET CAPITAL, LIMITED …29,572$397K<0.01%+3,19113F-HRTimelineGroup
MARTINGALE ASSET MANAGEMENT L P28,253$380K0.01%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/27,058$364K<0.01%-1,47113F-HRTimelineGroup
Connor, Clark & Lunn Investment Managem…26,774$360K<0.01%-3,15813F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co18,587$250K<0.01%-1,77213F-HRTimelineGroup
RITHOLTZ WEALTH MANAGEMENT18,440$248K<0.01%-4,02413F-HRTimeline
Rothschild Wealth LLC18,423$248K0.02%-109,97513F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp18,112$243K<0.01%-2,26213F-HRTimelineGroup
ROBERTS GLORE & CO INC /IL/18,018$242K0.07%013F-HRTimeline
BRIDGEWAY CAPITAL MANAGEMENT, LLC17,702$238K<0.01%013F-HRTimeline
R Squared Ltd16,244$218K0.12%-10,70313F-HRTimeline
Nuveen, LLCin group TIAA15,690$211K<0.01%013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC15,598$210K<0.01%+1713F-HRTimelineGroup
Cetera Investment Advisers14,316$192K<0.01%new13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC13,424$180K<0.01%new13F-HRTimelineGroup
JACOBS LEVY EQUITY MANAGEMENT, INC12,940$174K<0.01%new13F-HRTimeline
Wealthspire Advisors, LLC12,796$172K<0.01%new13F-HRTimeline
RHUMBLINE ADVISERS11,032$148K<0.01%-41113F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC10,800$145K<0.01%013F-HRTimeline
Clearstead Advisors, LLC10,615$143K<0.01%-13,37613F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS10,538$142K<0.01%-3,53813F-HRTimelineGroup
HM PAYSON & CO6,600$88.7K<0.01%013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\6,488$87.2K<0.01%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO4,788$65.1K<0.01%-5,87413F-HR/ATimelineGroup
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC4,067$53K<0.01%-4,78613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,643$48.9K<0.01%-3313F-HRTimelineGroup
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…3,382$45.5K<0.01%+6813F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC2,753$37K<0.01%-54,50513F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,534$34.1K<0.01%+1,93613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,510$33.7K<0.01%-5,21913F-HR/ATimelineGroup
Police & Firemen's Retirement System of…2,148$28.9K<0.01%013F-HRTimeline
NEW YORK STATE COMMON RETIREMENT FUND1,880$25.3K<0.01%013F-HRTimeline
Prestige Wealth Management Group LLC1,800$24.2K<0.01%013F-HRTimeline
MEEDER ASSET MANAGEMENT INCin group Meeder Advisory Services, Inc.1,396$18.8K<0.01%013F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding1,375$18.5K-19,307Timeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,321$17.8K<0.01%-70913F-HRTimelineGroup
CWM, LLCin group CWM, LLC945$12.7K<0.01%+64413F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC791$10.6K<0.01%-1,50313F-HRTimelineGroup
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…744$10K<0.01%013F-HRTimelineGroup
Legal & General Group Plcin group Legal & General Group Plc702$9.44K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC631$8.44K<0.01%+51813F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…600$8.06K<0.01%013F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.501$7K<0.01%+2413F-HRTimeline
CALIFORNIA STATE TEACHERS RETIREMENT SY…373$5.01K<0.01%-5013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…302$4.06K<0.01%+24213F-HRTimelineGroup
SIMPLEX TRADING, LLC285$3.83K<0.01%new13F-HRTimeline
Sterling Capital Management LLC228$3.06K<0.01%-16913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA217$3K<0.01%+2413F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management211$2.83K<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC185$2.48K<0.01%-62213F-HRTimelineGroup
Piscataqua Savings Bank125$1.68K<0.01%013F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.102$1.37K<0.01%-4813F-HR/ATimelineGroup
Essential Partners LLC51$685<0.01%-2213F-HRTimeline
Scarborough Advisors, LLC45$599<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…44$592<0.01%+2713F-HR/ATimelineGroup
SBI Securities Co., Ltd.30$403<0.01%+1613F-HRTimeline
Allworth Financial LP25$336<0.01%new13F-HRTimeline
Arax Advisory Partners10$188<0.01%new13F-HRTimeline
IFP Advisors, Inc11$148<0.01%-213F-HRTimeline
MAI Capital Management7$95<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC6$81<0.01%new13F-HRTimeline
Basecamp Wealth Advisors LLC5$67<0.01%new13F-HRTimeline
Root Financial Partners, LLC3$40<0.01%new13F-HRTimeline
True Wealth Design, LLC2$27<0.01%new13F-HRTimeline
Wealth Preservation Advisors, LLC2$27<0.01%new13F-HRTimeline
Covestor Ltd18$00%-713F-HRTimelineValue 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