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Silvercrest Asset Management Group (SAMG) Institutional Ownership

Silvercrest Asset Management Group logo
$11.86 -0.06 (-0.46%)
As of 12:50 PM Eastern
This is a fair market value price provided by Massive. Learn more.

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)
32
Total
Institutional Outflows
(last 12 months)
$39.87M
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SAMG Institutional Buying and Selling by Quarter

Silvercrest Asset Management Group Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2026 Bank of America Corp DE27,058$364K0.0%-5.2%0.229%
5/15/2026 Punch & Associates Investment Management Inc.245,031$3.29M0.2%N/A2.078%
5/14/2026 Renaissance Technologies LLC161,737$2.17M0.0%+3.0%1.372%
5/14/2026 Gabelli Funds LLC152,188$2.05M0.0%-17.7%1.291%
5/14/2026 Arrowstreet Capital Limited Partnership29,572$397K0.0%+12.1%0.251%
5/13/2026 Cetera 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%
4/30/2026 Hsbc 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%
3/20/2026 Hsbc Holdings PLC68,026$1.05M0.0%+4.0%0.556%
2/18/2026 Millennium Management LLC10,016$152K0.0%-66.5%0.082%
2/17/2026 Trexquant 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%
2/16/2026 Barclays PLC45,889$697K0.0%-5.3%0.375%
2/13/2026 Marshall Wace LLP40,852$621K0.0%+18.5%0.334%
2/13/2026 Charles 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%
2/13/2026 Wells Fargo & Company MN7,729$117K0.0%+28.2%0.063%
2/12/2026 Jane Street Group LLC21,559$327K0.0%-23.3%0.176%
2/12/2026 Renaissance 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%
2/11/2026 O Shaughnessy Asset Management LLC41,015$623K0.0%-2.4%0.335%
2/10/2026 Goldman Sachs Group Inc.99,056$1.51M0.0%+24.0%0.809%
2/9/2026 Geode Capital Management LLC192,540$2.93M0.0%-6.5%1.573%
2/9/2026 Royce & 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%
2/5/2026 Gamco Investors INC. ET AL25,297$384K0.0%-3.0%0.207%
2/5/2026 Teton Advisors LLC54,000$820K0.6%-1.8%0.441%
2/5/2026 Roberts Glore & Co. Inc. IL18,018$274K0.1%-3.9%0.147%
2/4/2026 Pacific 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%
1/1/2026 JPMorgan 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%
11/17/2025 Millennium Management LLC29,928$471K0.0%+29.1%0.245%
11/17/2025 Bank of America Corp DE25,487$401K0.0%-19.2%0.208%
11/14/2025 Ancora Advisors LLC155,246$2.45M0.0%-2.0%1.269%
11/14/2025 Two Sigma Investments LP58,146$916K0.0%-9.1%0.475%
11/13/2025 Boston Partners212,557$3.35M0.0%+5.7%1.737%
11/12/2025 Gamco Investors INC. ET AL26,078$411K0.0%-8.2%0.213%
11/12/2025 Teton Advisors LLC55,000$866K0.5%N/A0.449%
11/12/2025 Barclays PLC48,473$763K0.0%-9.5%0.396%
11/12/2025 Dimensional Fund Advisors LP213,053$3.36M0.0%-2.4%1.741%
11/12/2025 Royce & Associates LP385,002$6.06M0.1%-32.3%3.146%
11/12/2025 R Squared Ltd21,551$339K0.1%-17.5%0.176%
11/12/2025 Pacific 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%
11/7/2025 JPMorgan 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%
8/15/2025 Engineers Gate Manager LP10,547$167K0.0%N/A0.084%
8/15/2025 BNP Paribas Financial Markets9,373$149K0.0%+1,200.0%0.075%
8/15/2025 Bank of America Corp DE31,539$500K0.0%+22.4%0.251%
8/14/2025 Raymond James Financial Inc.15,555$247K0.0%N/A0.124%
8/14/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.4,381$69K0.0%-22.4%0.035%
8/13/2025 Gabelli Funds LLC184,887$2.93M0.0%+629.9%1.471%
8/13/2025 Gamco Investors INC. ET AL28,409$451K0.0%+42.0%0.226%
8/13/2025 Marshall Wace LLP63,961$1.01M0.0%N/A0.509%
8/13/2025Teton Advisors Inc.55,400$879K0.5%-1.9%0.441%
8/13/2025 Arrowstreet Capital Limited Partnership19,934$316K0.0%N/A0.159%
8/13/2025 Hsbc Holdings PLC65,249$1.05M0.0%+191.9%0.519%
8/12/2025 Boston Partners201,100$3.19M0.0%-1.2%1.600%
8/12/2025 JPMorgan 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%
8/8/2025 Geode 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%
8/7/2025 Connor 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%
6/27/2025 Goldman 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 46 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 32 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 2,543,533 shares in the last 24 months. This volume of shares sold represents approximately $39.87M in transactions.



This page (NASDAQ:SAMG) was last updated on 5/22/2026 by MarketBeat.com Staff.
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