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Silvercrest Asset Manageme (SAMG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Geode Capital Management, LLC
DECREASED
Shares193,533 from 194,469
Change-936 (0%)
Value$2.0M (+$77.7K)
Filed 2026-11-06
Dimensional Fund Advisors LP
DECREASED
Shares165,557 from 193,346
Change-27,789 (-14%)
Value$1.7M (-$206.6K)
Filed 2026-11-04
North Star Investment Management Corp.
UNCHANGED
Shares110,000 from 110,000
Change0 (0%)
Value$1.2M (+$49.5K)
Filed 2026-10-27
Russell Investments Group, Ltd.
INCREASED
Shares68,069 from 5,339
Change+62,730 (+1175%)
Value$718.8K (+$664.9K)
Filed 2026-11-06
Barclays PLC
INCREASED
Shares32,949 from 32,816
Change+133 (+0%)
Value$347.9K (+$16.2K)
Filed 2026-11-06
Appleton Partners Inc
UNCHANGED
Shares31,650 from 31,650
Change0 (0%)
Value$334 (-$319.7K)
Filed 2026-10-30
R Squared Ltd
INCREASED
Shares30,262 from 16,341
Change+13,921 (+85%)
Value$319.6K (+$154.4K)
Filed 2026-11-06
Bank of New York Mellon Corp
INCREASED
Shares20,507 from 19,136
Change+1,371 (+7%)
Value$216.6K (+$23.1K)
Filed 2026-11-05
Shikiar Asset Management Inc
NEW
Shares10,600
Change+10,600
Value$112
Filed 2026-10-20
Deutsche Bank Ag\
DECREASED
Shares5,849 from 6,720
Change-871 (-13%)
Value$61.8K (-$6.2K)
Filed 2026-11-06
Mirae Asset Global Investments Co., Ltd.
NEW
Shares3,743
Change+3,743
Value$39.5K
Filed 2026-11-03
PNC Financial Services Group, Inc.
INCREASED
Shares1,996 from 1,664
Change+332 (+20%)
Value$21.1K (+$4.3K)
Filed 2026-11-06
Gamma Investing LLC
INCREASED
Shares826 from 31
Change+795 (+2565%)
Value$8.7K (+$8.4K)
Filed 2026-10-08
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares594 from 678
Change-84 (-12%)
Value$6.3K (-$582)
Filed 2026-10-27
Harbor Capital Advisors, Inc.
INCREASED
Shares435 from 424
Change+11 (+3%)
Value$5 (+$1)
Filed 2026-10-22
Citigroup Inc
DECREASED
Shares309 from 3,789
Change-3,480 (-92%)
Value$3.3K (-$35.0K)
Filed 2026-11-04
Simplex Trading, LLC
INCREASED
Shares212 from 61
Change+151 (+248%)
Value$2.2K (+$1.6K)
Filed 2026-11-04
Spire Wealth Management
UNCHANGED
Shares211 from 211
Change0 (0%)
Value$2.2K (+$95)
Filed 2026-10-30
EverSource Wealth Advisors, LLC
INCREASED
Shares139 from 48
Change+91 (+190%)
Value$1.5K (+$982)
Filed 2026-11-04
SBI Securities Co., Ltd.
INCREASED
Shares133 from 115
Change+18 (+16%)
Value$1.4K (+$241)
Filed 2026-10-22
Piscataqua Savings Bank
UNCHANGED
Shares125 from 125
Change0 (0%)
Value$1.3K (+$57)
Filed 2026-10-21
Sterling Capital Management LLC
DECREASED
Shares123 from 124
Change-1 (-1%)
Value$1.3K (+$45)
Filed 2026-10-22
Allworth Financial LP
UNCHANGED
Shares76 from 76
Change0 (0%)
Value$769 ($0)
Filed 2026-11-06
Parkside Financial Bank & Trust
NEW
Shares58
Change+58
Value$613
Filed 2026-10-27
IFP Advisors, Inc
INCREASED
Shares48 from 24
Change+24 (+100%)
Value$507 (+$264)
Filed 2026-10-16
True Wealth Design, LLC
INCREASED
Shares45 from 1
Change+44 (+4400%)
Value$476 (+$465)
Filed 2026-10-13
Essential Partners LLC
DECREASED
Shares38 from 40
Change-2 (-5%)
Value$401 (-$3)
Filed 2026-10-14
Root Financial Partners, LLC
NEW
Shares26
Change+26
Value$275
Filed 2026-10-21
Farther Finance Advisors, LLC
INCREASED
Shares25 from 16
Change+9 (+56%)
Value$264 (+$101)
Filed 2026-10-08
SJS Investment Consulting Inc.
INCREASED
Shares18 from 1
Change+17 (+1700%)
Value$191 (+$180)
Filed 2026-10-26
MassMutual Private Wealth & Trust, FSB
NEW
Shares11
Change+11
Value$116
Filed 2026-10-05
Covestor Ltd
NEW
Shares9
Change+9
Value$0
Filed 2026-10-30
Fortitude Family Office, LLC
DECREASED
Shares2 from 7
Change-5 (-71%)
Value$21 (-$50)
Filed 2026-10-14
Caitong International Asset Management Co., Ltd
NEW
Shares1
Change+1
Value$11
Filed 2026-10-29
Ritholtz Wealth Management
CLOSED
Shares0 from 10,064
Change-10,064 (-100%)
Value$0 (-$101.7K)
Filed 2026-11-05
Zions Bancorporation, National Association
CLOSED
Shares0 from 296
Change-296 (-100%)
Value$0 (-$3.0K)
Filed 2026-11-06
Clearstead Advisors, LLC
CLOSED
Shares0 from 23
Change-23 (-100%)
Value$0 (-$233)
Filed 2026-11-06
BlackRock, Inc.
N/A
Shares— from 960,270
Change-960,270 (-100%)
Value—
Diamond Hill Capital Management, LLC (Investment Advisor)
N/A
Shares— from 361,544
Change-361,544 (-100%)
Value—
Punch & Associates Investment Management, Inc.
N/A
Shares— from 325,921
Change-325,921 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 312,873
Change-312,873 (-100%)
Value—
Pacific Ridge Capital Partners, LLC
N/A
Shares— from 245,859
Change-245,859 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 187,944
Change-187,944 (-100%)
Value—
State Street Corp
N/A
Shares— from 184,498
Change-184,498 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 168,168
Change-168,168 (-100%)
Value—
Royce & Associates LP
N/A
Shares— from 158,017
Change-158,017 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 152,188
Change-152,188 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 135,395
Change-135,395 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 62,200
Change-62,200 (-100%)
Value—
Teton Advisors, LLC
N/A
Shares— from 53,500
Change-53,500 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 51,146
Change-51,146 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 50,518
Change-50,518 (-100%)
Value—
Boston Partners
N/A
Shares— from 48,861
Change-48,861 (-100%)
Value—
CM Wealth Advisors LLC
N/A
Shares— from 45,305
Change-45,305 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 41,696
Change-41,696 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 37,880
Change-37,880 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 33,161
Change-33,161 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 29,572
Change-29,572 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 28,988
Change-28,988 (-100%)
Value—
Roberts Glore & Co Inc
N/A
Shares— from 26,993
Change-26,993 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 24,497
Change-24,497 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 22,813
Change-22,813 (-100%)
Value—
Martingale Asset Management L P
N/A
Shares— from 22,135
Change-22,135 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 20,488
Change-20,488 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 18,566
Change-18,566 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 18,450
Change-18,450 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 17,702
Change-17,702 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 15,690
Change-15,690 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 15,018
Change-15,018 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 14,342
Change-14,342 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 14,096
Change-14,096 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 13,242
Change-13,242 (-100%)
Value—
Jacobs Levy Equity Management, Inc
N/A
Shares— from 11,476
Change-11,476 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 10,800
Change-10,800 (-100%)
Value—
Occudo Quantitative Strategies LP
N/A
Shares— from 10,544
Change-10,544 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 9,357
Change-9,357 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 6,147
Change-6,147 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 5,860
Change-5,860 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 5,197
Change-5,197 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 4,600
Change-4,600 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 3,414
Change-3,414 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 2,950
Change-2,950 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 2,874
Change-2,874 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 2,857
Change-2,857 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 2,753
Change-2,753 (-100%)
Value—
UBS Group AG
N/A
Shares— from 2,243
Change-2,243 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 2,148
Change-2,148 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 1,880
Change-1,880 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 1,800
Change-1,800 (-100%)
Value—
Meeder Asset Management Inc
N/A
Shares— from 1,396
Change-1,396 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 1,116
Change-1,116 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,033
Change-1,033 (-100%)
Value—
FMR LLC
N/A
Shares— from 809
Change-809 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 744
Change-744 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 702
Change-702 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 600
Change-600 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 555
Change-555 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 457
Change-457 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 284
Change-284 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 142
Change-142 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 85
Change-85 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 68
Change-68 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 47
Change-47 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 7
Change-7 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 6
Change-6 (-100%)
Value—
Status
Geode Capital Management, LLC
DECREASED193,533194,469-9360%$2.0M$2.0M+$77.7K2026-11-06
Dimensional Fund Advisors LP
DECREASED165,557193,346-27,789-14%$2.0M$1.7M-$206.6K2026-11-04
North Star Investment Management Corp.
UNCHANGED110,000110,00000%$1.1M$1.2M+$49.5K2026-10-27
Russell Investments Group, Ltd.
INCREASED68,0695,339+62,730+1175%$54.0K$718.8K+$664.9K2026-11-06
Barclays PLC
INCREASED32,94932,816+133+0%$331.8K$347.9K+$16.2K2026-11-06
Appleton Partners Inc
UNCHANGED31,65031,65000%$320.0K$334-$319.7K2026-10-30
R Squared Ltd
INCREASED30,26216,341+13,921+85%$165.2K$319.6K+$154.4K2026-11-06
Bank of New York Mellon Corp
INCREASED20,50719,136+1,371+7%$193.5K$216.6K+$23.1K2026-11-05
Shikiar Asset Management Inc
NEW10,600—+10,600——$112—2026-10-20
Deutsche Bank Ag\
DECREASED5,8496,720-871-13%$67.9K$61.8K-$6.2K2026-11-06
Mirae Asset Global Investments Co., Ltd.
NEW3,743—+3,743——$39.5K—2026-11-03
PNC Financial Services Group, Inc.
INCREASED1,9961,664+332+20%$16.8K$21.1K+$4.3K2026-11-06
Gamma Investing LLC
INCREASED82631+795+2565%$313$8.7K+$8.4K2026-10-08
Pinnacle Wealth Planning Services, Inc.
DECREASED594678-84-12%$6.9K$6.3K-$5822026-10-27
Harbor Capital Advisors, Inc.
INCREASED435424+11+3%$4$5+$12026-10-22
Citigroup Inc
DECREASED3093,789-3,480-92%$38.3K$3.3K-$35.0K2026-11-04
Simplex Trading, LLC
INCREASED21261+151+248%$616$2.2K+$1.6K2026-11-04
Spire Wealth Management
UNCHANGED21121100%$2.1K$2.2K+$952026-10-30
EverSource Wealth Advisors, LLC
INCREASED13948+91+190%$486$1.5K+$9822026-11-04
SBI Securities Co., Ltd.
INCREASED133115+18+16%$1.2K$1.4K+$2412026-10-22
Piscataqua Savings Bank
UNCHANGED12512500%$1.3K$1.3K+$572026-10-21
Sterling Capital Management LLC
DECREASED123124-1-1%$1.3K$1.3K+$452026-10-22
Allworth Financial LP
UNCHANGED767600%$769$769$02026-11-06
Parkside Financial Bank & Trust
NEW58—+58——$613—2026-10-27
IFP Advisors, Inc
INCREASED4824+24+100%$243$507+$2642026-10-16
True Wealth Design, LLC
INCREASED451+44+4400%$11$476+$4652026-10-13
Essential Partners LLC
DECREASED3840-2-5%$404$401-$32026-10-14
Root Financial Partners, LLC
NEW26—+26——$275—2026-10-21
Farther Finance Advisors, LLC
INCREASED2516+9+56%$163$264+$1012026-10-08
SJS Investment Consulting Inc.
INCREASED181+17+1700%$11$191+$1802026-10-26
MassMutual Private Wealth & Trust, FSB
NEW11—+11——$116—2026-10-05
Covestor Ltd
NEW9—+9——$0—2026-10-30
Fortitude Family Office, LLC
DECREASED27-5-71%$71$21-$502026-10-14
Caitong International Asset Management Co., Ltd
NEW1—+1——$11—2026-10-29
Ritholtz Wealth Management
CLOSED010,064-10,064-100%$101.7K$0-$101.7K2026-11-05
Zions Bancorporation, National Association
CLOSED0296-296-100%$3.0K$0-$3.0K2026-11-06
Clearstead Advisors, LLC
CLOSED023-23-100%$233$0-$2332026-11-06
BlackRock, Inc.
N/A—960,270-960,270-100%$9.7M———
Diamond Hill Capital Management, LLC (Investment Advisor)
N/A—361,544-361,544-100%$3.7M———
Punch & Associates Investment Management, Inc.
N/A—325,921-325,921-100%$3.3M———
Vanguard Capital Management LLC
N/A—312,873-312,873-100%$3.2M———
Pacific Ridge Capital Partners, LLC
N/A—245,859-245,859-100%$2.5M———
Morgan Stanley
N/A—187,944-187,944-100%$1.9M———
State Street Corp
N/A—184,498-184,498-100%$1.9M———
Renaissance Technologies LLC
N/A—168,168-168,168-100%$1.7M———
Royce & Associates LP
N/A—158,017-158,017-100%$1.6M———
Gabelli Funds LLC
N/A—152,188-152,188-100%$1.5M———
Goldman Sachs Group Inc
N/A—135,395-135,395-100%$1.4M———
HSBC Holdings PLC
N/A—62,200-62,200-100%$636.3K———
Teton Advisors, LLC
N/A—53,500-53,500-100%$540.9K———
Northern Trust Corp
N/A—51,146-51,146-100%$517.1K———
Vanguard Fiduciary Trust Co
N/A—50,518-50,518-100%$510.7K———
Boston Partners
N/A—48,861-48,861-100%$494.0K———
CM Wealth Advisors LLC
N/A—45,305-45,305-100%$458.0K———
Vanguard Portfolio Management LLC
N/A—41,696-41,696-100%$421.5K———
Marshall Wace, LLP
N/A—37,880-37,880-100%$383.0K———
AQR Capital Management LLC
N/A—33,161-33,161-100%$335.3K———
Arrowstreet Capital, Limited Partnership
N/A—29,572-29,572-100%$299.0K———
Bank of America Corp
N/A—28,988-28,988-100%$293.1K———
Roberts Glore & Co Inc
N/A—26,993-26,993-100%$272.9K———
Gamco Investors, Inc. ET AL
N/A—24,497-24,497-100%$247.7K———
O'shaughnessy Asset Management, LLC
N/A—22,813-22,813-100%$230.6K———
Martingale Asset Management L P
N/A—22,135-22,135-100%$223.8K———
Connor, Clark & Lunn Investment Management Ltd.
N/A—20,488-20,488-100%$207.1K———
Charles Schwab Investment Management Inc
N/A—18,566-18,566-100%$187.7K———
Rothschild Wealth LLC
N/A—18,450-18,450-100%$186.5K———
Bridgeway Capital Management, LLC
N/A—17,702-17,702-100%$179.0K———
Nuveen, LLC
N/A—15,690-15,690-100%$158.6K———
Raymond James Financial Inc
N/A—15,018-15,018-100%$151.8K———
Panagora Asset Management Inc
N/A—14,342-14,342-100%$145.0K———
Wealthspire Advisors, LLC
N/A—14,096-14,096-100%$142.5K———
GSA Capital Partners LLP
N/A—13,242-13,242-100%$134.0K———
Jacobs Levy Equity Management, Inc
N/A—11,476-11,476-100%$116.0K———
Silvercrest Asset Management Group LLC
N/A—10,800-10,800-100%$109.2K———
Occudo Quantitative Strategies LP
N/A—10,544-10,544-100%$106.6K———
BNP Paribas Financial Markets
N/A—9,357-9,357-100%$94.6K———
Acadian Asset Management LLC
N/A—6,147-6,147-100%$60———
Rhumbline Advisers
N/A—5,860-5,860-100%$59.2K———
Wells Fargo & Company
N/A—5,197-5,197-100%$52.5K———
HM Payson & Co
N/A—4,600-4,600-100%$46.5K———
Vanguard Global Advisers, LLC
N/A—3,414-3,414-100%$34.5K———
JPMorgan Chase & Co
N/A—2,950-2,950-100%$30.4K———
Royal Bank of Canada
N/A—2,874-2,874-100%$29.0K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—2,857-2,857-100%$28.9K———
Ancora Advisors LLCA
N/A—2,753-2,753-100%$27.8K———
UBS Group AG
N/A—2,243-2,243-100%$22.7K———
Police & Firemen's Retirement System of New Jersey
N/A—2,148-2,148-100%$21.7K———
New York State Common Retirement Fund
N/A—1,880-1,880-100%$19.0K———
Prestige Wealth Management Group LLC
N/A—1,800-1,800-100%$18.2K———
Meeder Asset Management Inc
N/A—1,396-1,396-100%$14.1K———
Tower Research Capital LLC (TRC)
N/A—1,116-1,116-100%$11.3K———
Osaic Holdings, Inc.
N/A—1,033-1,033-100%$10.4K———
FMR LLC
N/A—809-809-100%$8.2K———
Ameritas Investment Partners, Inc.
N/A—744-744-100%$7.5K———
Legal & General Group Plc
N/A—702-702-100%$7.1K———
Public Employees Retirement System of Ohio
N/A—600-600-100%$6.1K———
Arax Advisory Partners
N/A—555-555-100%$5.6K———
Huntington National Bank
N/A—457-457-100%$4.6K———
UBS Asset Management Americas LLC
N/A—284-284-100%$2.9K———
Rockefeller Capital Management L.P.
N/A—142-142-100%$1.4K———
California State Teachers Retirement System
N/A—85-85-100%$859———
Jones Financial Companies Lllp
N/A—68-68-100%$789———
Bogart Wealth, LLC
N/A—47-47-100%$475———
Rothschild Investment LLC
N/A—7-7-100%$71———
Optiver Holding B.V.
N/A—6-6-100%$61———
Showing 105 of 105 institutions