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Equibles

MORGAN STANLEY

Position in SAMG — Silvercrest Asset Management Group Inc.

CIK 895421 NEW YORK, NY
Back to SAMG Full portfolio

Position in SAMG

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$1,900,111
+$769,917 QoQ
Shares Held
187,944
+123.5% QoQ
Ownership
1.59%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#8
of 99 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 92% Shared 0% None 8%

Common Shares in SAMG Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

MORGAN STANLEY holds $26,926,321,690 across 473 Asset Management names. SAMG ranks #364 (0.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BX
Blackstone Inc.
 34,842,332 $4,099,897,196
2 BLK
BlackRock, Inc.
 3,487,404 $3,353,348,182
3 APO
Apollo Global Management, Inc.
 8,937,664 $1,057,415,020
4 KKR
KKR & Co. Inc.
 9,004,913 $826,470,907
5 STT
State Street Corp
 4,731,988 $802,545,157
6 AMP
Ameriprise Financial Inc
 1,743,842 $800,004,946
7 BN
BROOKFIELD Corp /ON/
 13,738,306 $585,114,445
8 AMG
Affiliated Managers Group, Inc.
 1,487,219 $503,274,901

All Filings in SAMG

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,900,111 187,944
2026-03-31 $1,130,194 84,092
2025-12-31 $1,390,353 91,531
2025-09-30 $1,825,264 115,890
2025-06-30 $1,900,404 119,824
2025-03-31 $1,332,289 81,436
2024-12-31 $1,738,605 94,541
2024-09-30 $1,581,836 91,754
2024-06-30 $910,780 58,421
2024-03-31 $793,659 50,200
2023-12-31 $1,041,964 61,292
2023-09-30 $578,649 36,462
2023-06-30 $767,859 37,919
2023-03-31 $699,635 38,484
2022-12-31 $624,681 33,281
2022-09-30 $528,937 32,351
2022-06-30 $927,163 56,500
2022-03-31 $627,854 30,702
2021-12-31 $498,375 29,026
2021-09-30 $455,369 29,228
2021-06-30 $382,827 25,454
2021-03-31 $705,223 49,042
2020-12-31 $777,297 55,961
2020-09-30 $175,675 16,795
2020-06-30 $232,491 18,292
2020-03-31 $151,482 16,013