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Silvercrest Asset Management Group (SAMG) Institutional Ownership

Silvercrest Asset Management Group logo
$10.53 0.00 (0.00%)
Closing price 07/2/2026 04:00 PM Eastern
Extended Trading
$10.73 +0.20 (+1.90%)
As of 07/2/2026 07:32 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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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)
29
Total
Institutional Inflows
(last 12 months)
$15.61M
Number of
Institutional Sellers
(last 12 months)
30
Total
Institutional Outflows
(last 12 months)
$39.73M
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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
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%
5/7/2026Dimensional Fund Advisors LP203,727$2.74M0.0%-1.1%1.728%
5/5/2026Bank of New York Mellon Corp18,112$243K0.0%-11.1%0.154%
4/30/2026Hsbc Holdings PLC64,433$857K0.0%-5.3%0.547%
4/29/2026R Squared Ltd16,244$218K0.1%-39.7%0.138%
4/23/2026North Star Investment Management Corp.110,000$1.48M0.1%N/A0.933%
4/20/2026Ritholtz 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%
2/17/2026Russell Investments Group Ltd.2,030$31K0.0%+64.8%0.017%
2/17/2026Rothschild 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%
2/13/2026State Street Corp190,649$2.90M0.0%-1.1%1.558%
2/13/2026Boston 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%
2/12/2026Dimensional Fund Advisors LP206,084$3.13M0.0%-3.3%1.684%
2/12/2026HM 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%
2/9/2026Clearstead Advisors LLC23,991$364K0.0%+5.6%0.196%
2/6/2026Diamond 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%
2/5/2026Roberts 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%
1/30/2026R Squared Ltd26,947$409K0.2%+25.0%0.220%
1/23/2026Ritholtz Wealth Management22,464$341K0.0%+17.3%0.184%
1/1/2026JPMorgan Chase & Co.15,524$245K0.0%+9.3%0.127%
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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%
11/13/2025Boston 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%
11/12/2025Dimensional Fund Advisors LP213,053$3.36M0.0%-2.4%1.741%
11/12/2025Royce & Associates LP385,002$6.06M0.1%-32.3%3.146%
11/12/2025R 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%
10/28/2025Ritholtz Wealth Management19,144$302K0.0%+5.3%0.152%
10/17/2025HM 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%
8/12/2025Boston Partners201,100$3.19M0.0%-1.2%1.600%
8/12/2025JPMorgan Chase & Co.14,209$225K0.0%-34.5%0.113%
8/8/2025Police & Firemen s Retirement System of New Jersey2,148$34K0.0%N/A0.016%
8/8/2025Bailard Inc.16,969$269K0.0%N/A0.127%
8/8/2025Geode Capital Management LLC213,294$3.38M0.0%-6.3%1.591%
8/7/2025Boston Partners201,100$3.19M0.0%-1.2%1.500%
8/7/2025Roberts 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%
7/31/2025R Squared Ltd26,107$414K0.2%+72.8%0.195%
7/28/2025Ritholtz 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%
5/14/2025Hsbc Holdings PLC22,351$368K0.0%+10.3%0.164%
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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%
4/29/2025Bank of New York Mellon Corp24,716$404K0.0%+3.2%0.181%


SAMG Institutional Ownership - Frequently Asked Questions

During the previous two years, 60 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), Boston Partners ($3.53M), Keeley Teton Advisors LLC ($3.49M), Punch & Associates Investment Management Inc. ($3.29M), and Pacific Ridge Capital Partners LLC ($3.13M).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 45 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: 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), Marshall Wace LLP ($70.33K), and Hsbc Holdings PLC ($65.51K).

Institutional investors have bought a total of 1,050,950 shares in the last 24 months. This purchase volume represents approximately $15.61M in transactions.

Of the 30 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), Geode Capital Management LLC ($27.69K), Renaissance Technologies LLC ($22.09K), Millennium Management LLC ($19.91K), and R Squared Ltd ($15.26K).

Institutional investors have sold a total of 2,535,439 shares in the last 24 months. This volume of shares sold represents approximately $39.73M in transactions.


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This page (NASDAQ:SAMG) was last updated on 7/3/2026 by MarketBeat.com Staff.
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