Silvercrest Asset Management Group Inc.: which funds bought and sold

Institutions that bought and sold Silvercrest Asset Management Group shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 47 institutions that filed 13F reports for both quarters added to or opened positions in Silvercrest Asset Management Group, and 39 cut or closed them. Together they added a net 94K shares, +2.1% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 220K shares (−16.6%); index fund managers were net buyers of 40K shares (+2.3%). 15 opened a new position and 8 sold out entirely.

Bought, Q2 2026 47 institutions, 15 of them new holders Sold, Q2 2026 39 institutions, 8 of them sold out

Net change, all compared +94K shares (+2.1%)

Net change, active managers −220K shares (−16.6%), 7 bought, 7 sold

Buyers versus sellers

institutions compared, 107

47 bought 21 39 sold

Active managers and hedge funds 7 bought · 7 sold · −220K

Index fund managers 5 bought · 4 sold · +40K

Other institutions 35 bought · 28 sold · +273K

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Diamond Hill Capital Management, LLC (Investment Advisor) Active manager	+171K +90.2%	362K	$3.7M
Morgan Stanley	+104K +123.5%	188K	$1.9M
Punch & Associates Investment Management, Inc.	+81K +33.0%	326K	$3.3M
Cm Wealth Advisors LLC	+45K New position	45K	$458,034
Pacific Ridge Capital Partners, LLC	+39K +19.0%	246K	$2.5M
Marshall Wace, LLP Hedge fund	+38K New position	38K	$382,966
AQR Capital Management LLC Hedge fund	+20K +147.0%	33K	$335,255
Geode Capital Management, LLC Index funds	+17K +9.4%	194K	$2M
Goldman Sachs Group Inc	+16K +13.2%	135K	$1.4M
Blackrock, Inc. Index funds	+15K +1.6%	960K	$9.7M
State Street Corp Index funds	+15K +8.8%	184K	$1.9M
Panagora Asset Management Inc Active manager	+14K New position	14K	$144,998
Gsa Capital Partners LLP	+13K New position	13K	$134,000
Occudo Quantitative Strategies LP	+11K New position	11K	$106,600
Roberts Glore & Co Inc	+8,975 +49.8%	27K	$272,899
Renaissance Technologies LLC Hedge fund	+6,431 +4.0%	168K	$1.7M
Russell Investments Group, Ltd.	+4,018 +304.2%	5,339	$53,972
Vanguard Portfolio Management LLC Index funds	+3,186 +8.3%	42K	$421,547
Citigroup Inc	+2,998 +379.0%	3,789	$38,306
Wells Fargo & Company	+2,687 +107.1%	5,197	$52,538

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Diamond Hill Capital Management, LLC (Investment Advisor) Active manager	+171K +90.2%	362K	$3.7M
Marshall Wace, LLP Hedge fund	+38K New position	38K	$382,966
AQR Capital Management LLC Hedge fund	+20K +147.0%	33K	$335,255
Panagora Asset Management Inc Active manager	+14K New position	14K	$144,998
Renaissance Technologies LLC Hedge fund	+6,431 +4.0%	168K	$1.7M
Acadian Asset Management LLC Active manager	+2,080 +51.1%	6,147	$60,000
FMR LLC Active manager	+624 +337.3%	809	$8,178

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Boston Partners Active manager	−194K −79.9%	49K	$493,980
Royce & Associates LP Active manager	−193K −55.0%	158K	$1.6M
Two Sigma Investments, LP Hedge fund	−31K Sold out	0	—
Citadel Advisors LLC Hedge fund	−30K Sold out	0	—
O'Shaughnessy Asset Management, LLC Active manager	−17K −42.3%	23K	$230,639
Cetera Investment Advisers	−14K Sold out	0	—
Clearstead Advisors, LLC	−11K −99.8%	23	$233
Dimensional Fund Advisors LP	−10K −5.1%	193K	$2M
Ritholtz Wealth Management	−8,376 −45.4%	10K	$101,747
Connor, Clark & Lunn Investment Management Ltd.	−6,286 −23.5%	20K	$207,134
Martingale Asset Management L P Active manager	−6,118 −21.7%	22K	$223,785
Rhumbline Advisers Index funds	−5,172 −46.9%	5,860	$59,239
Vanguard Capital Management LLC Index funds	−3,216 −1.0%	313K	$3.2M
Barclays PLC	−2,657 −7.5%	33K	$331,770
Osaic Holdings, Inc.	−2,610 −71.6%	1,033	$10,442
HSBC Holdings PLC	−2,233 −3.5%	62K	$636,306
Hm Payson & Co	−2,000 −30.3%	4,600	$46,506
Jpmorgan Chase & Co	−1,838 −38.4%	2,950	$30,385
Jacobs Levy Equity Management, Inc Active manager	−1,464 −11.3%	11K	$116,022
Tower Research Capital LLC (TRC)	−1,418 −56.0%	1,116	$11,283

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Boston Partners Active manager	−194K −79.9%	49K	$493,980
Royce & Associates LP Active manager	−193K −55.0%	158K	$1.6M
Two Sigma Investments, LP Hedge fund	−31K Sold out	0	—
Citadel Advisors LLC Hedge fund	−30K Sold out	0	—
O'Shaughnessy Asset Management, LLC Active manager	−17K −42.3%	23K	$230,639
Martingale Asset Management L P Active manager	−6,118 −21.7%	22K	$223,785
Jacobs Levy Equity Management, Inc Active manager	−1,464 −11.3%	11K	$116,022

New positions

largest by value

Institution	Shares	Value June 30, 2026
Cm Wealth Advisors LLC	45K	$458,034
Marshall Wace, LLPHedge fund	38K	$382,966
Panagora Asset Management IncActive manager	14K	$144,998
Gsa Capital Partners LLP	13K	$134,000
Occudo Quantitative Strategies LP	11K	$106,600
PNC Financial Services Group, Inc.	1,664	$16,824
Pinnacle Wealth Planning Services, Inc.	678	$6,855
Huntington National Bank	457	$4,620
Zions Bancorporation, National Association	296	$2,993
Integrated Wealth Concepts LLC	169	$1,708

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Two Sigma Investments, LPHedge fund	31K	$417,621
Citadel Advisors LLCHedge fund	30K	$407,339
Cetera Investment Advisers	14K	$192,407
Scarborough Advisors, LLC	45	$599
Mai Capital Management	7	$95
Basecamp Wealth Advisors LLC	5	$67
Root Financial Partners, LLC	3	$40
Wealth Preservation Advisors, LLC	2	$27

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 99
Ten largest holders: 67.5%
Index fund managers: 39.2%
Active managers and hedge funds: 23.9%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	7	7	2	2	−220K	−16.6%
Index fund managers	5	4	0	0	+40K	+2.3%
Other institutions	35	28	13	6	+273K	+19.0%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Silvercrest Asset Management Group.

Only managers that filed a holdings report for both quarters are compared (107 here). 1 other holder is left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

← Back to Silvercrest Asset Management Group Inc. · Insiders · Politicians