DOSSIER · 13F Holders · Q1 2026Defensive growthQuality
SAMG

SILVERCREST ASSET MGMT GROUP

98 institutions still hold SILVERCREST ASSET MGMT GROUP as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 828359109·98 13F holders·last filed Mar 31, 2026
Market cap
8.5%
vs prior quarter
13F value held
$57M
64.0% inst. owned
of float
Holders
98
-57 QoQ
filers reporting
Activity
+46 / −74
+1,004 added · −914 reduced
this quarter
Concentration
22.11%
BlackRock, Inc. #1
top holder share
AI Holders Summary · Q1 2026

98 institutions reported SAMG in Q1 2026. BlackRock, Inc. leads at 22.1% of the visible book. -57 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
BlackRock, Inc.
CIK 0002012383
$13M945K0.00%Q1 2026
02
ROYCE & ASSOCIATES LP
CIK 0000906304
$5M351K0.05%Q1 2026
03
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$4M316K0.00%Q1 2026
04
Keeley-Teton Advisors, LLC
CIK 0001700530
$3M213K0.42%Q1 2025
05
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.
CIK 0001238990
$3M245K0.19%Q1 2026
06
Boston Partners
CIK 0001386060
$3M243K0.00%Q1 2026
07
Pacific Ridge Capital Partners, LLC
CIK 0001591546
$3M207K0.60%Q1 2026
08
DIMENSIONAL FUND ADVISORS LP
CIK 0000354204· Quasi-passive
$3M204K0.00%Q1 2026
09
DIAMOND HILL CAPITAL MANAGEMENT INC
CIK 0001217541
$3M190K0.02%Q1 2026
10
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$2M178K0.00%Q1 2026
11
STATE STREET CORP
CIK 0000093751
$2M170K0.00%Q1 2026
12
RENAISSANCE TECHNOLOGIES LLC
CIK 0001037389
$2M162K0.00%Q1 2026
13
GABELLI FUNDS LLC
CIK 0001081407
$2M152K0.01%Q1 2026
14
PERRITT CAPITAL MANAGEMENT INC
CIK 0001279342
$2M128K3.26%Q4 2025
15
GOLDMAN SACHS GROUP INC
CIK 0000886982
$2M120K0.00%Q1 2026
16
North Star Investment Management Corp.
CIK 0001342857
$1M110K0.09%Q1 2026
17
MORGAN STANLEY
CIK 0000895421
$1M84K0.00%Q1 2026
18
Teton Advisors, Inc.
CIK 0001444874
$878,64455K0.53%Q2 2025
19
Ancora Advisors LLC
CIK 0001446114
$869,74957K0.02%Q4 2025
20
HSBC HOLDINGS PLC
CIK 0000873630
$856,95964K0.00%Q1 2026
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