SAMGSILVERCREST ASSET MGMT GROUP
CUSIP 828359109 · Yahoo Finance ↗ · Google Finance ↗
Silvercrest Asset Mgmt Group (SAMG) has 93 institutional holders in Filings Flow’s 13F database, together reporting 4.56M shares worth $61M as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and Royce & Associates LP.
Institutional Holders
93
Q1 2026
Reported Value
$61M
Ticker
SAMG
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Pacific Ridge Capital Partners, LLC$462M AUM | 0.60% | $3M | 206.7K | Q1 2026OLDER |
| Teton Advisors, LLC$142M AUM | 0.51% | $719,040 | 53.5K | Q1 2026OLDER |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.$1.7B AUM | 0.19% | $3M | 245.0K | Q1 2026OLDER |
| GLOBEFLEX CAPITAL L P$661M AUM | 0.15% | $1M | 63.5K | Q3 2025OLDER |
| R Squared Ltd$182M AUM | 0.12% | $218,319 | 16.2K | Q1 2026OLDER |
| North Star Investment Management Corp.$1.7B AUM | 0.09% | $1M | 110.0K | Q1 2026OLDER |
| ROBERTS GLORE & CO INC /IL/$364M AUM | 0.07% | $242,162 | 18.0K | Q1 2026OLDER |
| ROYCE & ASSOCIATES LP$10.1B AUM | 0.05% | $5M | 350.9K | Q1 2026OLDER |
| Rothschild Wealth LLC$1.1B AUM | 0.02% | $247,607 | 18.4K | Q1 2026OLDER |
| DIAMOND HILL CAPITAL MANAGEMENT INC$16.0B AUM | 0.02% | $3M | 190.1K | Q1 2026OLDER |
| GABELLI FUNDS LLC$14.8B AUM | 0.01% | $2M | 152.2K | Q1 2026OLDER |
| MARTINGALE ASSET MANAGEMENT L P$4.0B AUM | 0.01% | $379,721 | 28.3K | Q1 2026OLDER |
| BAILARD, INC.$4.4B AUM | 0.01% | $267,262 | 17.0K | Q3 2025OLDER |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC$5.0B AUM | 0.00% | $237,915 | 17.7K | Q1 2026OLDER |
| Prestige Wealth Management Group LLC$509M AUM | 0.00% | $24,192 | 1.8K | Q1 2026OLDER |
| RITHOLTZ WEALTH MANAGEMENT$5.8B AUM | 0.00% | $247,827 | 18.4K | Q1 2026OLDER |
| Boston Partners$95.5B AUM | 0.00% | $3M | 242.9K | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $2M | 161.7K | Q1 2026OLDER |
| GAMCO INVESTORS, INC. ET AL$10.2B AUM | 0.00% | $329,240 | 24.5K | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $531,310 | 39.5K | Q1 2026OLDER |
| Trexquant Investment LP$13.9B AUM | 0.00% | $176,857 | 11.6K | Q4 2025OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $171,979 | 12.8K | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $142,666 | 10.6K | Q1 2026OLDER |
| HM PAYSON & CO$6.9B AUM | 0.00% | $88,704 | 6.6K | Q1 2026OLDER |
| MEEDER ASSET MANAGEMENT INC$1.7B AUM | 0.00% | $18,762 | 1.4K | Q1 2026OLDER |
| SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM | 0.00% | $145,152 | 10.8K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $34,057 | 2.5K | Q1 2026OLDER |
| Piscataqua Savings Bank$148M AUM | 0.00% | $1,263 | 125 | Q2 2026 |
| Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM | 0.00% | $359,843 | 26.8K | Q1 2026OLDER |
| Ancora Advisors LLC$4.7B AUM | 0.00% | $37,000 | 2.8K | Q1 2026OLDER |
| JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM | 0.00% | $173,914 | 12.9K | Q1 2026OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.00% | $3M | 203.7K | Q1 2026OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.00% | $620,542 | 40.9K | Q4 2025OLDER |
| HSBC HOLDINGS PLC$191.6B AUM | 0.00% | $856,959 | 64.4K | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $417,621 | 31.1K | Q1 2026OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.00% | $9,999 | 744 | Q1 2026OLDER |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.00% | $28,869 | 2.1K | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $13M | 945.3K | Q1 2026OLDER |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM | 0.00% | $397,448 | 29.6K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $192,407 | 14.3K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $2M | 119.6K | Q1 2026OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.00% | $674,554 | 50.2K | Q1 2026OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.00% | $2M | 177.8K | Q1 2026OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.00% | $148,264 | 11.0K | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $476,758 | 35.5K | Q1 2026OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.00% | $8M | 495.3K | Q4 2025OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.00% | $4M | 316.1K | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $704,134 | 52.4K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $1M | 91.5K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $180,420 | 13.4K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $8,443 | 631 | Q1 2026OLDER |
| STATE STREET CORP$2.90T AUM | 0.00% | $2M | 169.6K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $48,949 | 3.6K | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $141,631 | 10.5K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $407,339 | 30.3K | Q1 2026OLDER |
| Scarborough Advisors, LLC$914M AUM | 0.00% | $599 | 45 | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $209,636 | 15.6K | Q1 2026OLDER |
| Spire Wealth Management$3.3B AUM | 0.00% | $2,129 | 211 | Q2 2026 |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $152,143 | 10.0K | Q4 2025OLDER |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.00% | $45,454 | 3.4K | Q1 2026OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.00% | $3,064 | 228 | Q1 2026OLDER |
| Nuveen, LLC$369.3B AUM | 0.00% | $210,874 | 15.7K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $327,482 | 21.6K | Q4 2025OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $243,420 | 18.1K | Q1 2026OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.00% | $249,809 | 18.6K | Q1 2026OLDER |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.00% | $25,267 | 1.9K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $12,706 | 945 | Q1 2026OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $87,199 | 6.5K | Q1 2026OLDER |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.00% | $517,574 | 38.5K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $363,659 | 27.1K | Q1 2026OLDER |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.00% | $8,064 | 600 | Q1 2026OLDER |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $45,884 | 3.4K | Q1 2026OLDER |
| Wealth Preservation Advisors, LLC$120M AUM | 0.00% | $27 | 2 | Q1 2026OLDER |
| Essential Partners LLC$250M AUM | 0.00% | $48 | 3 | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $17,753 | 1.3K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $592 | 44 | Q1 2026OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $567 | 36 | Q3 2025OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $313 | 31 | Q2 2026 |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $403 | 30 | Q1 2026OLDER |
| True Wealth Design, LLC$360M AUM | 0.00% | $27 | 2 | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $4,058 | 302 | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $33,736 | 2.5K | Q2 2026 |
| Arax Advisory Partners$3.5B AUM | 0.00% | $188 | 10 | Q1 2026OLDER |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.00% | $5,013 | 373 | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $10,632 | 791 | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $81 | 6 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $65,116 | 4.8K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $148 | 11 | Q1 2026OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $3,830 | 285 | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $14,663 | 1.1K | Q1 2026OLDER |
| Legal & General Group Plc$432.4B AUM | 0.00% | $9,435 | 702 | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $40 | 3 | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $336 | 25 | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $3,817 | 284 | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $95 | 7 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $3,000 | 217 | Q1 2026OLDER |
| Optiver Holding B.V.$289.5B AUM | 0.00% | $1,371 | 102 | Q2 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $394 | 25 | Q3 2025OLDER |
| FMR LLC$1.90T AUM | 0.00% | $2,485 | 185 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.