Silvercrest Asset Management Group Inc.
US ˙ NasdaqGM ˙ US8283591092

SecuritySAMG / Silvercrest Asset Management Group Inc.
InstitutionMorgan Stanley
Latest Disclosed Ownership84,092 shares
Latest Disclosed Value $ 1,130,207
Morgan Stanley reports 8.13% decrease in ownership of SAMG / Silvercrest Asset Management Group Inc.

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 84,092 shares of Silvercrest Asset Management Group Inc. (US:SAMG) valued at $1,130,196 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 91,531 shares of Silvercrest Asset Management Group Inc.. This represents a change in shares of -8.13% during the quarter. The current value of the position is $940,149 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F SILVERCREST ASSET MGMT GROUP CL A 828359109 84,092 -7,439 -8.13 1,130 -18.71 0.0001
2026-05-27 2025-12-31 13F/A-1 SILVERCREST ASSET MGMT GROUP CL A 828359109 91,531 -24,359 -21.02 1,390 -23.84 0.0001
2026-02-13 2025-12-31 13F SILVERCREST ASSET MGMT GROUP CL A 828359109 91,531 -24,359 1,390 0.0001
2026-05-27 2025-09-30 13F/A-1 SILVERCREST ASSET MGMT GROUP CL A 828359109 115,890 -3,934 -3.28 1,825 -3.95 0.0001
2025-11-14 2025-09-30 13F SILVERCREST ASSET MGMT GROUP CL A 828359109 115,890 -3,934 1,825 0.0001
2025-08-15 2025-06-30 13F SILVERCREST ASSET MGMT GROUP CL A 828359109 119,824 38,388 47.14 1,900 42.64 0.0001
2025-05-15 2025-03-31 13F SILVERCREST ASSET MGMT GROUP CL A 828359109 81,436 -13,105 -13.86 1,332 -23.36 0.0001
2025-05-15 2024-12-31 13F/A-1 SILVERCREST ASSET MGMT GROUP CL A 828359109 94,541 2,787 3.04 1,739 9.93 0.0001
2025-02-14 2024-12-31 13F SILVERCREST ASSET MGMT GROUP CL A 828359109 94,541 2,787 1,739 0.0001
2025-05-14 2024-09-30 13F/A-2 SILVERCREST ASSET MGMT GROUP CL A 828359109 91,754 33,333 57.06 1,582 73.74 0.0001
2025-02-14 2024-09-30 13F/A-1 SILVERCREST ASSET MGMT GROUP CL A 828359109 91,754 33,333 1,582 0.0001
2024-11-14 2024-09-30 13F SILVERCREST ASSET MGMT GROUP CL A 828359109 91,754 33,333 1,582 0.0000
2025-05-14 2024-06-30 13F/A-2 SILVERCREST ASSET MGMT GROUP CL A 828359109 58,421 8,221 16.38 911 14.75 0.0001
2024-10-17 2024-06-30 13F/A-1 SILVERCREST ASSET MGMT GROUP CL A 828359109 58,421 8,221 911 0.0001
2024-08-14 2024-06-30 13F SILVERCREST ASSET MGMT GROUP CL A 828359109 58,421 8,221 911 0.0001
2024-10-17 2024-03-31 13F/A-2 SILVERCREST ASSET MGMT GROUP CL A 828359109 50,200 -11,092 -18.10 794 -23.82 0.0001
2024-08-16 2024-03-31 13F/A-1 SILVERCREST ASSET MGMT GROUP CL A 828359109 50,200 -11,092 794 0.0000
2024-05-15 2024-03-31 13F SILVERCREST ASSET MGMT GROUP CL A 828359109 50,200 -11,092 794 0.0001
2024-08-16 2023-12-31 13F/A-1 SILVERCREST ASSET MGMT GROUP CL A 828359109 61,292 24,830 68.10 1,042 80.10 0.0001
2024-02-13 2023-12-31 13F SILVERCREST ASSET MGMT GROUP CL A 828359109 61,292 24,830 1,042 0.0001
2023-11-15 2023-09-30 13F SILVERCREST ASSET MGMT GROUP CL A 828359109 36,462 -1,457 -3.84 579 -24.64 0.0001
2023-08-14 2023-06-30 13F SILVERCREST ASSET MGMT GROUP CL A 828359109 37,919 -565 -1.47 768 9.73 0.0001
2023-05-15 2023-03-31 13F SILVERCREST ASSET MGMT GROUP CL A 828359109 38,484 5,203 15.63 700 12.02 0.0001
2023-02-14 2022-12-31 13F SILVERCREST ASSET MGMT GROUP CL A 828359109 33,281 930 2.87 625 18.18 0.0001
2022-11-14 2022-09-30 13F SILVERCREST ASSET MGMT GROUP CL A 828359109 32,351 -24,149 -42.74 528 -43.10 0.0001
2022-10-27 2022-06-30 13F/A-1 SILVERCREST ASSET MGMT GROUP CL A 828359109 56,500 25,798 84.03 928 47.77 0.0001
2022-08-15 2022-06-30 13F SILVERCREST ASSET MGMT GROUP CL A 828359109 56,500 25,798 928 0.0000
2022-10-27 2022-03-31 13F/A-1 SILVERCREST ASSET MGMT GROUP CL A 828359109 30,702 1,676 5.77 628 26.10 0.0001
2022-05-13 2022-03-31 13F SILVERCREST ASSET MGMT GROUP CL A 828359109 30,702 1,676 628 0.0001
2022-02-14 2021-12-31 13F SILVERCREST ASSET MGMT GROUP CL A 828359109 29,026 -202 -0.69 498 9.21 0.0001
2021-11-15 2021-09-30 13F SILVERCREST ASSET MGMT GROUP CL A 828359109 29,228 3,774 14.83 456 19.06 0.0001
2021-08-23 2021-06-30 13F/A-1 SILVERCREST ASSET MGMT GROUP CL A 828359109 25,454 -23,588 -48.10 383 -45.75 0.0001
2021-08-16 2021-06-30 13F SILVERCREST ASSET MGMT GROUP CL A 828359109 25,454 -23,588 383 0.0000
2021-05-17 2021-03-31 13F SILVERCREST ASSET MGMT GROUP CL A 828359109 49,042 -6,919 -12.36 706 -9.14 0.0001
2021-02-16 2020-12-31 13F SILVERCREST ASSET MGMT GROUP CL A 828359109 55,961 39,166 233.20 777 341.48 0.0001
2020-11-13 2020-09-30 13F SILVERCREST ASSET MGMT GROUP CL A 828359109 16,795 -1,497 -8.18 176 -24.14 0.0000
2020-08-14 2020-06-30 13F SILVERCREST ASSET MGMT GROUP CL A 828359109 18,292 2,279 14.23 232 53.64 0.0001
2020-05-26 2020-03-31 13F/A-1 SILVERCREST ASSET MGMT GROUP CL A 828359109 16,013 -10,399 -39.37 151 -54.52 0.0000
2020-05-15 2020-03-31 13F SILVERCREST ASSET MGMT GROUP CL A 828359109 16,013 -10,399 151 11.5999
2020-02-14 2019-12-31 13F SILVERCREST ASSET MGMT GROUP CL A 828359109 26,412 9,720 58.23 332 61.95 0.0001
2019-11-14 2019-09-30 13F SILVERCREST ASSET MGMT GROUP CL A 828359109 16,692 3,971 31.22 205 15.17 0.0001
2019-08-14 2019-06-30 13F SILVERCREST ASSET MGMT GROUP CL A 828359109 12,721 -740 -5.50 178 -7.29 0.0000
2019-05-15 2019-03-31 13F SILVERCREST ASSET MGMT GROUP CL A 828359109 13,461 -15,313 -53.22 192 -49.47 0.0001
2019-02-14 2018-12-31 13F SILVERCREST ASSET MGMT GROUP CL A 828359109 28,774 832 2.98 380 -1.81 0.0001
2019-04-23 2018-09-30 13F/A-2 SILVERCREST ASSET MGMT GROUP CL A 828359109 27,942 2,844 11.33 387 -5.61 0.0001
2018-11-20 2018-09-30 13F/A-1 SILVERCREST ASSET MGMT GROUP CL A 828359109 27,942 0 387 0.0001
2018-11-14 2018-09-30 13F SILVERCREST ASSET MGMT GROUP CL A 828359109 27,942 2,844 387
2019-04-23 2018-06-30 13F/A-1 SILVERCREST ASSET MGMT GROUP CL A 828359109 25,098 6,407 34.28 410 44.37 0.0001
2018-08-14 2018-06-30 13F SILVERCREST ASSET MGMT GROUP CL A 828359109 25,098 6,407 410
2019-04-23 2018-03-31 13F/A-1 SILVERCREST ASSET MGMT GROUP CL A 828359109 18,691 1,076 6.11 284 0.35 0.0001
2018-05-14 2018-03-31 13F SILVERCREST ASSET MGMT GROUP CL A 828359109 18,691 1,076 284
2019-04-23 2017-12-31 13F/A-1 SILVERCREST ASSET MGMT GROUP CL A 828359109 17,615 8,382 90.78 283 111.19 0.0001
2018-02-14 2017-12-31 13F SILVERCREST ASSET MGMT GROUP CL A 828359109 17,615 8,382 283
2017-11-14 2017-09-30 13F SILVERCREST ASSET MGMT GROUP CL A 828359109 9,233 2,664 40.55 134 52.27 0.0000
2017-08-11 2017-06-30 13F SILVERCREST ASSET MGMT GROUP CL A 828359109 6,569 -2,896 -30.60 88 -30.16 0.0000
2017-05-22 2017-03-31 13F/A-1 SILVERCREST ASSET MGMT GROUP CL A 828359109 9,465 -11,008 -53.77 126 -53.16 0.0000
2017-05-12 2017-03-31 13F SILVERCREST ASSET MGMT GROUP CL A 828359109 9,465 126
2017-02-22 2016-12-31 13F/A-1 SILVERCREST ASSET MGMT GROUP CL A 828359109 20,473 19,186 1,490.75 269 1,693.33 0.0001
2017-02-13 2016-12-31 13F SILVERCREST ASSET MGMT GROUP CL A 828359109 20,473 269
2016-11-10 2016-09-30 13F SILVERCREST ASSET MGMT GROUP CL A 828359109 1,287 -7,228 -84.89 15 -85.58 0.0000
2016-08-12 2016-06-30 13F SILVERCREST ASSET MGMT GROUP CL A 828359109 8,515 -13,391 -61.13 104 -62.72 0.0000
2016-05-12 2016-03-31 13F SILVERCREST ASSET MGMT GROUP CL A 828359109 21,906 12,242 126.68 279 142.61 0.0001
2016-02-09 2015-12-31 13F SILVERCREST ASSET MGMT GROUP CL A 828359109 9,664 -31,466 -76.50 115 -74.16 0.0000
2016-02-08 2015-09-30 13F/A-1 SILVERCREST ASSET MGMT GROUP CL A 828359109 41,130 3,081 8.10 445 -16.82 0.0002
2015-11-09 2015-09-30 13F SILVERCREST ASSET MGMT GROUP CL A 828359109 41,130 445
2015-08-12 2015-06-30 13F SILVERCREST ASSET MGMT GROUP CL A 828359109 38,049 -1,873 -4.69 535 -5.98 0.0002
2015-05-14 2015-03-31 13F SILVERCREST ASSET MGMT GROUP CL A 828359109 39,922 14,424 56.57 569 42.61 0.0002
2015-02-13 2014-12-31 13F SILVERCREST ASSET MGMT GROUP CL A 828359109 25,498 490 1.96 399 17.01 0.0001
2014-12-16 2014-09-30 13F/A-1 SILVERCREST ASSET MGMT GROUP CL A 828359109 25,008 23,405 1,460.07 341 1,075.86 0.0001
2014-11-14 2014-09-30 13F SILVERCREST ASSET MGMT GROUP CL A 828359109 25,008 341
2014-05-13 2014-03-31 13F SILVERCREST ASSET MGMT GROUP CL A 828359109 1,603 484 43.25 29 52.63 0.0000
2014-02-13 2013-12-31 13F SILVERCREST ASSET MGMT GROUP CL A 828359109 1,119 -14,751 -92.95 19 -91.20 0.0000
2013-11-13 2013-09-30 13F SILVERCREST ASSET MANAGEMEN COM 828359109 15,870 15,870 216 0.0001
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.