Institutional HoldersBeta

Who holds a company, from every 13F filed for the quarter, one row per filer exactly as filed, against the latest share count the company reported.

Silvercrest Asset Management Group Inc.

CIK 0001549966SAMG· quarter ending 2026-06-30

Shares outstanding

11,847,767

as of 2026-07-27 · 10-Q cover page, filed 2026-07-30

Held by 13F filers

4,642,122

59.3% of Common Class A

Holders

+4 vs 2026-03-31 · 14 new, 10 exited

Value

$46.9M

shares +2.0% vs prior quarter

Share classes (cover page of the 10-Q filed 2026-07-30, as of 2026-07-27)

Class	Listed	Shares outstanding	Held by 13F filers	% of class	Holders	CUSIP
Common Class A	SAMG · NASDAQ	7,821,782	4,642,122	59.3%	98	828359109
Common Class B	not listed	4,025,985	—	—

Each class is compared with its own share count; classes are not added together. A class that is not exchange-listed cannot be held by 13F filers.

Securities (CUSIPs held in 13F this quarter)

tick to combine

Count	CUSIP	Class (as filers write it)	Holders	Shares held	Class shares	% of class	Value	Options	Mapped via
	828359109	CL A	98	4,642,122	7,821,782	59.3%	$46.9M	0 call / 1 put	13DG	holders →

Totals combine the ticked CUSIPs and update as you tick: common-stock classes by default; preferreds, notes, warrants and depositary shares are listed but not counted. "holders →" shows a single CUSIP on its own. Bonds are held as a principal amount, not shares. Options positions are never counted as holdings.

Top holders (98 of 98 · 828359109)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	BlackRock, Inc.	960,270	12.28%	$9.7M	+15,018 (+1.6%)
2	Diamond Hill Capital Management, LLC (Investment Advisor)	361,544	4.62%	$3.7M	+171,480 (+90.2%)
3	PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	325,921	4.17%	$3.3M	+80,890 (+33.0%)
4	VANGUARD CAPITAL MANAGEMENT LLC	312,873	4.00%	$3.2M	-3,216 (-1.0%)
5	Pacific Ridge Capital Partners, LLC	245,859	3.14%	$2.5M	+39,173 (+19.0%)
6	GEODE CAPITAL MANAGEMENT, LLC	194,469	2.49%	$2.0M	+16,647 (+9.4%)
7	DIMENSIONAL FUND ADVISORS LP	193,346	2.47%	$2.0M	-10,381 (-5.1%)
8	MORGAN STANLEY	187,944	2.40%	$1.9M	+103,852 (+123.5%)
9	STATE STREET CORP	184,498	2.36%	$1.9M	+14,928 (+8.8%)
10	RENAISSANCE TECHNOLOGIES LLC	168,168	2.15%	$1.7M	+6,431 (+4.0%)
11	ROYCE & ASSOCIATES LP	158,017	2.02%	$1.6M	-192,907 (-55.0%)
12	GABELLI FUNDS LLC	152,188	1.95%	$1.5M	—
13	GOLDMAN SACHS GROUP INC	135,395	1.73%	$1.4M	+15,780 (+13.2%)
14	North Star Investment Management Corp.	110,000	1.41%	$1.1M	—
15	HSBC HOLDINGS PLC	62,200	0.80%	$636K	-2,233 (-3.5%)
16	Teton Advisors, LLC	53,500	0.68%	$541K	—
17	NORTHERN TRUST CORP	51,146	0.65%	$517K	-1,245 (-2.4%)
18	VANGUARD FIDUCIARY TRUST CO	50,518	0.65%	$511K	+328 (+0.7%)
19	Boston Partners	48,861	0.62%	$494K	-194,061 (-79.9%)
20	CM WEALTH ADVISORS LLC	45,305	0.58%	$458K	NEW
21	VANGUARD PORTFOLIO MANAGEMENT LLC	41,696	0.53%	$422K	+3,186 (+8.3%)
22	MARSHALL WACE, LLP	37,880	0.48%	$383K	NEW
23	AQR CAPITAL MANAGEMENT LLC	33,161	0.42%	$335K	+19,737 (+147.0%)
24	BARCLAYS PLC	32,816	0.42%	$332K	-2,657 (-7.5%)
25	APPLETON PARTNERS INC/MA	31,650	0.40%	$320K	—
26	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	29,572	0.38%	$299K	—
27	BANK OF AMERICA CORP /DE/	28,988	0.37%	$293K	+1,930 (+7.1%)
28	ROBERTS GLORE & CO INC /IL/	26,993	0.35%	$273K	+8,975 (+49.8%)
29	GAMCO INVESTORS, INC. ET AL	24,497	0.31%	$248K	—
30	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	22,813	0.29%	$231K	-16,719 (-42.3%)
31	MARTINGALE ASSET MANAGEMENT L P	22,135	0.28%	$224K	-6,118 (-21.7%)
32	Connor, Clark & Lunn Investment Management Ltd.	20,488	0.26%	$207K	-6,286 (-23.5%)
33	Bank of New York Mellon Corp	19,136	0.24%	$193K	+1,024 (+5.7%)
34	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	18,566	0.24%	$188K	-21 (-0.1%)
35	Rothschild Wealth LLC	18,450	0.24%	$187K	+27 (+0.1%)
36	BRIDGEWAY CAPITAL MANAGEMENT, LLC	17,702	0.23%	$179K	—
37	R Squared Ltd	16,341	0.21%	$165K	+97 (+0.6%)
38	Nuveen, LLC	15,690	0.20%	$159K	—
39	RAYMOND JAMES FINANCIAL INC	15,018	0.19%	$152K	-580 (-3.7%)
40	PANAGORA ASSET MANAGEMENT INC	14,342	0.18%	$145K	NEW
41	Wealthspire Advisors, LLC	14,096	0.18%	$143K	+1,300 (+10.2%)
42	GSA CAPITAL PARTNERS LLP	13,242	0.17%	$134K	NEW
43	JACOBS LEVY EQUITY MANAGEMENT, INC	11,476	0.15%	$116K	-1,464 (-11.3%)
44	SILVERCREST ASSET MANAGEMENT GROUP LLC	10,800	0.14%	$109K	—
45	OCCUDO QUANTITATIVE STRATEGIES LP	10,544	0.13%	$107K	NEW
46	RITHOLTZ WEALTH MANAGEMENT	10,064	0.13%	$102K	-8,376 (-45.4%)
47	BNP PARIBAS FINANCIAL MARKETS	9,357	0.12%	$95K	-1,181 (-11.2%)
48	DEUTSCHE BANK AG\	6,720	0.09%	$68K	+232 (+3.6%)
49	ACADIAN ASSET MANAGEMENT LLC	6,147	0.08%	$60K	+2,080 (+51.1%)
50	RHUMBLINE ADVISERS	5,860	0.07%	$59K	-5,172 (-46.9%)
51	Russell Investments Group, Ltd.	5,339	0.07%	$54K	+4,018 (+304.2%)
52	WELLS FARGO & COMPANY/MN	5,197	0.07%	$53K	+2,687 (+107.1%)
53	HM PAYSON & CO	4,600	0.06%	$47K	-2,000 (-30.3%)
54	CITIGROUP INC	3,789	0.05%	$38K	+2,998 (+379.0%)
55	Vanguard Global Advisers, LLC	3,414	0.04%	$35K	—
56	JPMORGAN CHASE & CO	2,950	0.04%	$30K	-1,838 (-38.4%)
57	ROYAL BANK OF CANADA	2,874	0.04%	$29K	+2,657 (+1224.4%)
58	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	2,857	0.04%	$29K	-525 (-15.5%)
59	Ancora Advisors LLC	2,753	0.04%	$28K	—
60	UBS Group AG	2,243	0.03%	$23K	+1,152 (+105.6%)
61	Police & Firemen's Retirement System of New Jersey	2,148	0.03%	$22K	—
62	NEW YORK STATE COMMON RETIREMENT FUND	1,880	0.02%	$19K	—
63	Prestige Wealth Management Group LLC	1,800	0.02%	$18K	—
64	PNC Financial Services Group, Inc.	1,664	0.02%	$17K	NEW
65	MEEDER ASSET MANAGEMENT INC	1,396	0.02%	$14K	—
66	Tower Research Capital LLC (TRC)	1,116	0.01%	$11K	-1,418 (-56.0%)
67	OSAIC HOLDINGS, INC.	1,033	0.01%	$10K	-2,610 (-71.6%)
68	FMR LLC	809	0.01%	$8K	+624 (+337.3%)
69	Ameritas Investment Partners, Inc.	744	0.01%	$8K	—
70	Legal & General Group Plc	702	0.01%	$7K	—
71	Pinnacle Wealth Planning Services, Inc.	678	0.01%	$7K	NEW
72	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	600	0.01%	$6K	—
73	Arax Advisory Partners	555	0.01%	$6K	+545 (+5450.0%)
74	HUNTINGTON NATIONAL BANK	457	0.01%	$5K	NEW
75	HARBOR CAPITAL ADVISORS, INC.	424	0.01%	$4K	-77 (-15.4%)
76	ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/	296	0.00%	$3K	NEW
77	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	284	0.00%	$3K	—
78	Spire Wealth Management	211	0.00%	$2K	—
79	Rockefeller Capital Management L.P.	142	0.00%	$1K	-160 (-53.0%)
80	Piscataqua Savings Bank	125	0.00%	$1K	—
81	Sterling Capital Management LLC	124	0.00%	$1K	-104 (-45.6%)
82	SBI Securities Co., Ltd.	115	0.00%	$1K	+85 (+283.3%)
83	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	85	0.00%	$859	-288 (-77.2%)
84	Allworth Financial LP	76	0.00%	$769	+51 (+204.0%)
85	JONES FINANCIAL COMPANIES LLLP	68	0.00%	$789	NEW
86	SIMPLEX TRADING, LLC	61	0.00%	$616	-224 (-78.6%)
87	EverSource Wealth Advisors, LLC	48	0.00%	$486	+4 (+9.1%)
88	Bogart Wealth, LLC	47	0.00%	$475	NEW
89	Essential Partners LLC	40	0.00%	$404	-11 (-21.6%)
90	GAMMA Investing LLC	31	0.00%	$313	NEW
91	IFP Advisors, Inc	24	0.00%	$243	+13 (+118.2%)
92	Clearstead Advisors, LLC	23	0.00%	$233	-10,592 (-99.8%)
93	Farther Finance Advisors, LLC	16	0.00%	$163	-615 (-97.5%)
94	ROTHSCHILD INVESTMENT LLC	7	0.00%	$71	+1 (+16.7%)
95	Fortitude Family Office, LLC	7	0.00%	$71	NEW
96	Optiver Holding B.V.	6	0.00%	$61	-96 (-94.1%)
97	SJS Investment Consulting Inc.	1	0.00%	$11	NEW
98	True Wealth Design, LLC	1	0.00%	$11	-1 (-50.0%)

Exited since 2026-03-31 (10 filers; largest 10 shown)

TWO SIGMA INVESTMENTS, LP	−31,073
CITADEL ADVISORS LLC	−30,308
Cetera Investment Advisers	−14,316
CWM, LLC	−945
Scarborough Advisors, LLC	−45
Covestor Ltd	−18
MAI Capital Management	−7
Basecamp Wealth Advisors LLC	−5
Root Financial Partners, LLC	−3
Wealth Preservation Advisors, LLC	−2

Large holders from 13D/13G (latest per reporting person, last 2 years)

Filed when a holder crosses 5% or changes materially, so often more current than the quarter-end 13F. Percentages are the filer's own, against the share count they used.

Reporting person	Form	Filed	Event	Shares	% of class
Equinox Partners Investment Management LLC	SCHEDULE 13D	2026-09-30	2026-09-23	554,736	7.1%
Equinox Partners, L.P.	SCHEDULE 13D	2026-09-30	2026-09-23	554,736	7.1%
Sean M. Fieler	SCHEDULE 13D	2026-09-30	2026-09-23	554,736	7.1%
BlackRock, Inc.	SCHEDULE 13G/A	2026-07-30	2026-06-30	600,126	7.8%
BlackRock Portfolio Management LLC	SCHEDULE 13G/A	2026-07-17	2026-06-30	360,144	4.7%
The Vanguard Group	SCHEDULE 13G/A	2026-03-27	2026-03-13	0	0%
ROYCE & ASSOCIATES LP	SCHEDULE 13G/A	2025-10-22	2025-09-30	385,002	4.56%
Long Path Partners LP	SCHEDULE 13G/A	2025-05-02	2025-05-01	458,649	4.8%
Long Path Smaller Companies Fund, LP	SCHEDULE 13G/A	2025-05-02	2025-05-01	458,649	4.8%
Long Path Holdings LLC	SCHEDULE 13G/A	2025-05-02	2025-05-01	458,649	4.8%
Long Path Fund GP, LLC	SCHEDULE 13G/A	2025-05-02	2025-05-01	458,649	4.8%
Brian Nelson	SCHEDULE 13G/A	2025-05-02	2025-05-01	458,649	4.8%
William Brennan	SCHEDULE 13G/A	2025-05-02	2025-05-01	458,649	4.8%

Source: SEC Form 13F-HR information tables for the quarter ending 2026-06-30 (filed within 45 days of quarter end; amendments applied; values normalised to dollars), the share count from the company's latest 10-K/10-Q XBRL cover page, and Schedule 13D/13G filings. Each row is a legal 13F filer as filed — related entities (e.g. Vanguard's advisers) are not merged. Retail brokerage accounts are not reported on 13F, so the remainder is mostly retail and insiders.