| +33.0% |
| 4.243% |
| 0.16% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 313K | $3.2M | -1.0% | 4.073% | 0.00% |
| 5 | Pacific Ridge Capital Partners, LLC | 246K | $2.5M | +18.9% | 3.200% | 0.45% |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 194K | $2.0M | +9.4% | 2.531% | 0.00% |
| 7 | DIMENSIONAL FUND ADVISORS LP | 193K | $2.0M | -5.1% | 2.517% | 0.00% |
| 8 | MORGAN STANLEY | 188K | $1.9M | +123.5% | 2.447% | 0.00% |
| 9 | STATE STREET CORP | 184K | $1.9M | +8.8% | 2.402% | 0.00% |
| 10 | RENAISSANCE TECHNOLOGIES LLC | 168K | $1.7M | +4.0% | 2.189% | 0.00% |
| 11 | ROYCE & ASSOCIATES LP | 158K | $1.6M | -55.0% | 2.057% | 0.01% |
| 12 | GABELLI FUNDS LLC | 152K | $1.5M | 0.0% | 1.981% | 0.01% |
| 13 | GOLDMAN SACHS GROUP INC | 135K | $1.4M | +13.2% | 1.762% | 0.00% |
| 14 | North Star Investment Management Corp. | 110K | $1.1M | 0.0% | 1.432% | 0.06% |
| 15 | HSBC HOLDINGS PLC | 62K | $636K | -3.5% | 0.810% | 0.00% |
| 16 | RAFFA WEALTH MANAGEMENT, LLC | 37 | $556K | — | 0.001% | 0.00% |
| 17 | Teton Advisors, LLC | 54K | $541K | 0.0% | 0.696% | 0.31% |
| 18 | NORTHERN TRUST CORP | 51K | $517K | -2.4% | 0.666% | 0.00% |
| 19 | VANGUARD FIDUCIARY TRUST CO | 51K | $511K | +0.7% | 0.658% | 0.00% |
| 20 | Boston Partners | 49K | $494K | -79.9% | 0.636% | 0.00% |
| 21 | CM WEALTH ADVISORS LLC | 45K | $458K | — | 0.590% | 0.08% |
| 22 | VANGUARD PORTFOLIO MANAGEMENT LLC | 42K | $422K | +8.3% | 0.543% | 0.00% |
| 23 | MARSHALL WACE, LLP | 38K | $383K | — | 0.493% | 0.00% |
| 24 | AQR CAPITAL MANAGEMENT LLC | 33K | $335K | +147.0% | 0.432% | 0.00% |
| 25 | BARCLAYS PLC | 33K | $332K | -7.5% | 0.427% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in SAMG — a direct measure of their conviction.
| 78.79% |
| +1.34 pp |
| $98M |
| 15% |
| Q4 2024 | 75 | 6.3% | 77.45% | 0.91 pp | $115M | +4.2% |
| Q3 2024 | 80 | — | 78.36% | — | $110M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
14 institutions opened new positions in SAMG during Q2 2026, while 7 fully exited. 16 added to existing positions and 69 trimmed.
SAMG institutional ownership rose by 1.86 percentage points quarter-over-quarter, with a net change of +7 holders.
The top 10 institutions account for 67.2% of all reported 13F value in SAMG, and the top 25 account for 90.1%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Silvercrest Asset Management Group Inc. (SAMG) Institutional Ownership