SILVERCREST ASSET MGMT GROUP

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SAMG·828359109·US·Common Stock·Financial Services - Asset Management-Activist

SAMG (SILVERCREST ASSET MGMT GROUP) is held by 59 institutional investors as of Q2 2026. Largest holders: BlackRock, Inc. ($9.7M), Diamond Hill Capital Management, LLC (Investment Advisor) ($3.7M), VANGUARD CAPITAL MANAGEMENT LLC ($3.2M). Net institutional sentiment: Mixed.

59

Holders

(5 Elite)

$37.1M

Total Value

50% (52)

Consensus

26 buying - 26 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)43

Insider (Form 4)51

Activist (13D/13G)40

Congressional (STOCK Act)46

Holder Quality

81

★★★★★

Elite

13

★★★★

Strong

89

★★★

Solid

47

★★

Below

46

★

Weak

Held by 59 funds

5 elite

Who's Trading

Source dates: Price Oct 15, 2026 · Insiders May 8, 2026 · Activists Oct 16, 2026 · Congress none

ActivistEIEquinox Partners Investment Management LLC10.3%Oct 16, 2026

ActivistEIEquinox Partners Investment Management LLC8.8%Oct 13, 2026

ActivistEIEquinox Partners Investment Management LLC7.1%Sep 30, 2026

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Top Holders

Top Holders (59)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BlackRock, Inc.	Increased	960,270(+1.6%)	$9.7M	0.0%	-29.52%	28
Diamond Hill Capital Management, LLC (Investment Advisor)	Increased	361,544(+90.2%)	$3.7M	0.0%	-15.56%	42
VAVANGUARD CAPITAL MANAGEMENT LLC	Decreased	312,873(-1.0%)	$3.2M	0.0%	-17.41%	0
GEODE CAPITAL MANAGEMENT, LLC	Increased	194,469(+9.4%)	$2M	0.0%	-13.76%	28
DIMENSIONAL FUND ADVISORS LP	Decreased	193,346(-5.1%)	$2M	0.0%	-2.87%	0
MORGAN STANLEY	Increased	187,944(+123.5%)	$1.9M	0.0%	-10.63%	42
STATE STREET CORP	Increased	184,498(+8.8%)	$1.9M	0.0%	-21.19%	28
RENAISSANCE TECHNOLOGIES LLC	Increased	168,168(+4.0%)	$1.7M	0.0%	+0.70%	27
ROYCE & ASSOCIATES LP	Decreased	158,017(-55.0%)	$1.6M	0.0%	-4.05%	0
GABELLI FUNDS LLC	Unchanged	152,188	$1.5M	0.0%	-27.06%	0
GOLDMAN SACHS GROUP INC	Increased	135,395(+13.2%)	$1.4M	0.0%	-22.94%	29
HSBC HOLDINGS PLC	Decreased	62,200(-3.5%)	$636,306	0.0%	-26.09%	0
NORTHERN TRUST CORP	Decreased	51,146(-2.4%)	$517,087	0.0%	-16.90%	0
VFVANGUARD FIDUCIARY TRUST CO	Increased	50,518(+0.7%)	$510,737	0.0%	-17.28%	24
Boston Partners	Decreased	48,861(-79.9%)	$493,980	0.0%	-3.73%	0
VPVANGUARD PORTFOLIO MANAGEMENT LLC	Increased	41,696(+8.3%)	$421,547	0.0%	-15.91%	18
MWMARSHALL WACE, LLP	New	37,880	$382,966	0.0%	+7.70%	33
AQR CAPITAL MANAGEMENT LLC	Increased	33,161(+147.0%)	$335,255	0.0%	-4.10%	38
BARCLAYS PLC	Decreased	32,816(-7.5%)	$331,770	0.0%	-25.66%	0
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	Unchanged	29,572	$298,973	0.0%	-25.86%	0

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer