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Silvercrest Asset Management Group (SAMG) Institutional Ownership

Silvercrest Asset Management Group logo
$10.05 +0.02 (+0.20%)
As of 04:00 PM Eastern
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Institutional Ownership Changes (13F Filings) for Silvercrest Asset Management Group (NASDAQ:SAMG)

Current
Institutional Ownership
Percentage
47.59%
Number of
Institutional Buyers
(last 12 months)
26
Total
Institutional Inflows
(last 12 months)
$18.38M
Number of
Institutional Sellers
(last 12 months)
30
Total
Institutional Outflows
(last 12 months)
$39.31M
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SAMG Institutional Buying and Selling by Quarter

Silvercrest Asset Management Group Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/7/2026 Diamond Hill Capital Management LLC Investment Advisor 361,544$3.66M0.0%N/A3.051%
5/19/2026Bank of America Corp DE27,058$364K0.0%-5.2%0.229%
5/15/2026Punch & Associates Investment Management Inc.245,031$3.29M0.2%N/A2.078%
5/14/2026Renaissance Technologies LLC161,737$2.17M0.0%+3.0%1.372%
5/14/2026Gabelli Funds LLC152,188$2.05M0.0%-17.7%1.291%
5/14/2026Arrowstreet Capital Limited Partnership29,572$397K0.0%+12.1%0.251%
5/13/2026Cetera Investment Advisers14,316$192K0.0%N/A0.121%
5/7/2026 Dimensional Fund Advisors LP203,727$2.74M0.0%-1.1%1.728%
5/5/2026 Bank of New York Mellon Corp18,112$243K0.0%-11.1%0.154%
4/30/2026Hsbc Holdings PLC64,433$857K0.0%-5.3%0.547%
4/29/2026 R Squared Ltd16,244$218K0.1%-39.7%0.138%
4/23/2026 North Star Investment Management Corp.110,000$1.48M0.1%N/A0.933%
4/20/2026 Ritholtz Wealth Management18,440$248K0.0%-17.9%0.156%
3/20/2026Hsbc Holdings PLC68,026$1.05M0.0%+4.0%0.556%
2/18/2026Millennium Management LLC10,016$152K0.0%-66.5%0.082%
2/17/2026Trexquant Investment LP11,643$177K0.0%-23.2%0.095%
2/17/2026 Russell Investments Group Ltd.2,030$31K0.0%+64.8%0.017%
2/17/2026 Rothschild Wealth LLC128,398$1.95M0.2%N/A1.049%
2/16/2026Barclays PLC45,889$697K0.0%-5.3%0.375%
2/13/2026Marshall Wace LLP40,852$621K0.0%+18.5%0.334%
2/13/2026Charles Schwab Investment Management Inc.20,359$309K0.0%-10.4%0.166%
2/13/2026 State Street Corp190,649$2.90M0.0%-1.1%1.558%
2/13/2026 Boston Partners232,310$3.53M0.0%+9.3%1.898%
2/13/2026Wells Fargo & Company MN7,729$117K0.0%+28.2%0.063%
2/12/2026Jane Street Group LLC21,559$327K0.0%-23.3%0.176%
2/12/2026Renaissance Technologies LLC157,037$2.39M0.0%-12.3%1.283%
2/12/2026 Dimensional Fund Advisors LP206,084$3.13M0.0%-3.3%1.684%
2/12/2026 HM Payson & Co.6,600$100K0.0%-18.5%0.054%
2/11/2026O Shaughnessy Asset Management LLC41,015$623K0.0%-2.4%0.335%
2/10/2026Goldman Sachs Group Inc.99,056$1.51M0.0%+24.0%0.809%
2/9/2026Geode Capital Management LLC192,540$2.93M0.0%-6.5%1.573%
2/9/2026Royce & Associates LP350,924$5.33M0.1%-8.9%2.867%
2/9/2026 Clearstead Advisors LLC23,991$364K0.0%+5.6%0.196%
2/6/2026 Diamond Hill Capital Management Inc.189,085$2.87M0.0%+9.9%1.545%
2/5/2026Gamco Investors INC. ET AL25,297$384K0.0%-3.0%0.207%
2/5/2026Teton Advisors LLC54,000$820K0.6%-1.8%0.441%
2/5/2026 Roberts Glore & Co. Inc. IL18,018$274K0.1%-3.9%0.147%
2/4/2026Pacific Ridge Capital Partners LLC205,877$3.13M0.7%-2.9%1.682%
1/30/2026 R Squared Ltd26,947$409K0.2%+25.0%0.220%
1/23/2026 Ritholtz Wealth Management22,464$341K0.0%+17.3%0.184%
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1/1/2026JPMorgan Chase & Co.15,524$245K0.0%+9.3%0.127%
11/17/2025Perritt Capital Management Inc128,398$2.02M1.0%-94.2%1.049%
11/17/2025Millennium Management LLC29,928$471K0.0%+29.1%0.245%
11/17/2025Bank of America Corp DE25,487$401K0.0%-19.2%0.208%
11/14/2025Ancora Advisors LLC155,246$2.45M0.0%-2.0%1.269%
11/14/2025Two Sigma Investments LP58,146$916K0.0%-9.1%0.475%
11/13/2025 Boston Partners212,557$3.35M0.0%+5.7%1.737%
11/12/2025Gamco Investors INC. ET AL26,078$411K0.0%-8.2%0.213%
11/12/2025Teton Advisors LLC55,000$866K0.5%N/A0.449%
11/12/2025Barclays PLC48,473$763K0.0%-9.5%0.396%
11/12/2025 Dimensional Fund Advisors LP213,053$3.36M0.0%-2.4%1.741%
11/12/2025Royce & Associates LP385,002$6.06M0.1%-32.3%3.146%
11/12/2025 R Squared Ltd21,551$339K0.1%-17.5%0.176%
11/12/2025Pacific Ridge Capital Partners LLC212,121$3.34M0.7%-2.2%1.688%
11/7/2025Vanguard Group Inc.538,181$8.48M0.0%-1.5%4.282%
11/7/2025JPMorgan Chase & Co.15,524$245K0.0%+9.3%0.124%
10/28/2025 Ritholtz Wealth Management19,144$302K0.0%+5.3%0.152%
10/17/2025 HM Payson & Co.8,100$128K0.0%-56.2%0.064%
8/15/2025Engineers Gate Manager LP10,547$167K0.0%N/A0.084%
8/15/2025BNP Paribas Financial Markets9,373$149K0.0%+1,200.0%0.075%
8/15/2025Bank of America Corp DE31,539$500K0.0%+22.4%0.251%
8/14/2025Raymond James Financial Inc.15,555$247K0.0%N/A0.124%
8/14/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.4,381$69K0.0%-22.4%0.035%
8/13/2025Gabelli Funds LLC184,887$2.93M0.0%+629.9%1.471%
8/13/2025Gamco Investors INC. ET AL28,409$451K0.0%+42.0%0.226%
8/13/2025Marshall Wace LLP63,961$1.01M0.0%N/A0.509%
8/13/2025Teton Advisors Inc.55,400$879K0.5%-1.9%0.441%
8/13/2025Arrowstreet Capital Limited Partnership19,934$316K0.0%N/A0.159%
8/13/2025Hsbc Holdings PLC65,249$1.05M0.0%+191.9%0.519%
8/12/2025 Boston Partners201,100$3.19M0.0%-1.2%1.600%
8/12/2025JPMorgan Chase & Co.14,209$225K0.0%-34.5%0.113%
8/8/2025 Police & Firemen s Retirement System of New Jersey2,148$34K0.0%N/A0.016%
8/8/2025 Bailard Inc.16,969$269K0.0%N/A0.127%
8/8/2025Geode Capital Management LLC213,294$3.38M0.0%-6.3%1.591%
8/7/2025 Boston Partners201,100$3.19M0.0%-1.2%1.500%
8/7/2025 Roberts Glore & Co. Inc. IL18,658$296K0.1%+26.6%0.139%
8/7/2025Connor Clark & Lunn Investment Management Ltd.21,173$336K0.0%+20.0%0.158%
7/31/2025 R Squared Ltd26,107$414K0.2%+72.8%0.195%
7/28/2025 Ritholtz Wealth Management18,181$288K0.0%N/A0.136%
6/27/2025Goldman Sachs Group Inc.49,297$806K0.0%-12.7%0.368%
5/29/2025Rhumbline Advisers13,942$228K0.0%-6.1%0.102%
5/19/2025Jane Street Group LLC14,777$242K0.0%N/A0.108%
5/16/2025Goldman Sachs Group Inc.49,297$806K0.0%-12.7%0.362%
5/16/2025Punch & Associates Investment Management Inc.229,211$3.75M0.2%-46.7%1.681%
5/16/2025Ancora Advisors LLC159,770$2.61M0.1%-1.9%1.172%
5/14/2025Teton Advisors Inc.56,500$924K0.6%-4.9%0.414%
5/14/2025Gabelli Funds LLC25,332$414K0.0%-4.8%0.186%
5/14/2025Keeley Teton Advisors LLC213,341$3.49M0.4%-6.6%1.565%
5/14/2025Long Path Partners LP910,328$14.89M5.8%-3.2%6.677%
5/14/2025Martingale Asset Management L P27,954$457K0.0%+11.1%0.205%
The cat is out the bag (Ad)

Almost 80,000 tech jobs vanished in the first three months of 2026. Meta cut 14,000 roles, Microsoft offered separation packages to 8,500 workers, and Oracle is reportedly eliminating up to 30,000 positions. Goldman Sachs estimates 12,400 Americans are being financially displaced every single day. Analyst Porter Stansberry says the real driver runs deeper than AI - and two Nobel Prize winners have issued the same warning. He calls it the Final Displacement, and he's releasing a full investigation with specific companies to buy and sell before the next wave hits.tc pixel

Watch Porter Stansberry's full investigation into the Final Displacement now
5/14/2025Hsbc Holdings PLC22,351$368K0.0%+10.3%0.164%
5/13/2025Boston Partners203,459$3.33M0.0%-2.2%1.492%
5/12/2025Nuveen LLC20,232$331K0.0%N/A0.148%
5/12/2025Connor Clark & Lunn Investment Management Ltd.17,641$289K0.0%+7.4%0.129%
5/9/2025Cary Street Partners Financial LLC62,588$1.02M0.0%-3.8%0.459%
5/9/2025R Squared Ltd15,111$247K0.3%+126.9%0.111%
5/9/2025Pacific Ridge Capital Partners LLC220,201$3.60M0.9%-4.8%1.615%
5/6/2025Royce & Associates LP573,293$9.38M0.1%-1.2%4.205%
5/6/2025Diamond Hill Capital Management Inc.127,009$2.08M0.0%+1.0%0.932%
4/29/2025Novare Capital Management LLC36,500$597K0.1%-28.1%0.268%


SAMG Institutional Ownership - Frequently Asked Questions

During the previous two years, 59 institutional investors and hedge funds held shares of Silvercrest Asset Management Group. The most heavily invested institutionals were Long Path Partners LP ($14.89M), Vanguard Group Inc. ($8.48M), Royce & Associates LP ($5.33M), Diamond Hill Capital Management LLC Investment Advisor ($3.66M), Boston Partners ($3.53M), Keeley Teton Advisors LLC ($3.49M), and Punch & Associates Investment Management Inc. ($3.29M).Learn more on Silvercrest Asset Management Group's institutional investors.

47.59% of Silvercrest Asset Management Group's stock is owned by institutional investors. Learn more on SAMG's institutional investor holdings.

Of the 43 institutional investors that purchased Silvercrest Asset Management Group's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Diamond Hill Capital Management LLC Investment Advisor ($361.54K), Punch & Associates Investment Management Inc. ($245.03K), Long Path Partners LP ($180.63K), Gabelli Funds LLC ($159.56K), Rothschild Wealth LLC ($128.40K), North Star Investment Management Corp. ($110K), and Marshall Wace LLP ($70.33K).

Institutional investors have bought a total of 1,356,743 shares in the last 24 months. This purchase volume represents approximately $18.38M in transactions.

Of the 28 institutional investors that sold Silvercrest Asset Management Group's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Perritt Capital Management Inc ($2.09M), Royce & Associates LP ($217.37K), Gabelli Funds LLC ($32.70K), Renaissance Technologies LLC ($22.09K), Millennium Management LLC ($19.91K), R Squared Ltd ($15.26K), and Dimensional Fund Advisors LP ($14.64K).

Institutional investors have sold a total of 2,508,949 shares in the last 24 months. This volume of shares sold represents approximately $39.31M in transactions.


Related Companies

Institutional ownership data for NASDAQ:SAMG is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/7/2026. New 13F filings are added each quarter as they're published.
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