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SAMG

Silvercrest Asset Management Group Inc.
$10.49 -0.18 (-1.69%) At close · Jul 8
Market Cap
$124.28M
Shares
11,847,767

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 94
Total Value: $60,628,066
Total Shares: 4,511,029

Institutional Ownership Trend

26 quarters

Superinvestors Holding SAMG

All superinvestors →
Mario Gabelli $329,239

Holder Concentration

Across 93 13F filers
Top Holder
21.0%
Jun 2023 → Mar 2026 · range 10.5% – 21.0%
of institutional value
Top 5
46.6%
Jun 2023 → Mar 2026 · range 39.3% – 52.4%
of institutional value
Top 10
67.6%
Jun 2023 → Mar 2026 · range 58.7% – 69.7%
of institutional value
HHI
749
Jun 2023 → Mar 2026 · range 465 – 749
Broadly held
Showing 94 of 94
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Mega BlackRock, Inc. $12,704,181 20.95% 945,252
Mid ROYCE & ASSOCIATES LP $4,716,418 7.78% 350,924
Mega VANGUARD CAPITAL MANAGEMENT LLC $4,248,236 7.01% 316,089
Mid PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. $3,293,216 5.43% 245,031
Large Boston Partners $3,264,870 5.39% 242,922
Small Pacific Ridge Capital Partners, LLC $2,777,859 4.58% 206,686
Mega DIMENSIONAL FUND ADVISORS LP $2,738,090 4.52% 203,727
Large DIAMOND HILL CAPITAL MANAGEMENT INC $2,554,460 4.21% 190,064
Mega GEODE CAPITAL MANAGEMENT, LLC $2,389,927 3.94% 177,822
Mega STATE STREET CORP $2,279,020 3.76% 169,570
Large RENAISSANCE TECHNOLOGIES LLC $2,173,745 3.59% 161,737
Large GABELLI FUNDS LLC $2,045,406 3.37% 152,188
Mega GOLDMAN SACHS GROUP INC $1,607,624 2.65% 119,615
Mid North Star Investment Management Corp. $1,478,400 2.44% 110,000
Mega MORGAN STANLEY $1,130,194 1.86% 84,092
Mega HSBC HOLDINGS PLC $865,979 1.43% 64,433
Small Teton Advisors, LLC $719,040 1.19% 53,500
Mega NORTHERN TRUST CORP Bank $704,134 1.16% 52,391
Mega VANGUARD FIDUCIARY TRUST CO Bank $674,553 1.11% 50,190
Large O'SHAUGHNESSY ASSET MANAGEMENT, LLC $531,310 0.88% 39,532
Mega BARCLAYS PLC $476,756 0.79% 35,473
Small APPLETON PARTNERS INC/MA $425,376 0.70% 31,650
Mega TWO SIGMA INVESTMENTS, LP $417,621 0.69% 31,073
Mega CITADEL ADVISORS LLC $407,339 0.67% 30,308
Mega ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $397,447 0.66% 29,572
Mid MARTINGALE ASSET MANAGEMENT L P $379,720 0.63% 28,253
Mega BANK OF AMERICA CORP /DE/ Bank $363,659 0.60% 27,058
Large Connor, Clark & Lunn Investment Management Ltd. $359,842 0.59% 26,774
Mid GAMCO INVESTORS, INC. ET AL $329,239 0.54% 24,497
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC $249,809 0.41% 18,587
Mid RITHOLTZ WEALTH MANAGEMENT $247,833 0.41% 18,440
Small Rothschild Wealth LLC $247,605 0.41% 18,423
Mega Bank of New York Mellon Corp Bank $243,424 0.40% 18,112
Small ROBERTS GLORE & CO INC /IL/ $242,161 0.40% 18,018
Mid BRIDGEWAY CAPITAL MANAGEMENT, LLC $237,914 0.39% 17,702
Small R Squared Ltd $218,319 0.36% 16,244
Mega Nuveen, LLC $210,872 0.35% 15,690
Mega RAYMOND JAMES FINANCIAL INC $209,636 0.35% 15,598
Large Cetera Investment Advisers $192,407 0.32% 14,316
Mega AQR CAPITAL MANAGEMENT LLC $180,416 0.30% 13,424
Large JACOBS LEVY EQUITY MANAGEMENT, INC $173,913 0.29% 12,940
Mid Wealthspire Advisors, LLC $171,978 0.28% 12,796
Mega RHUMBLINE ADVISERS $148,270 0.24% 11,032
Large SILVERCREST ASSET MANAGEMENT GROUP LLC $145,152 0.24% 10,800
Mid Clearstead Advisors, LLC $142,665 0.24% 10,615
Mega BNP PARIBAS ARBITRAGE, SA $141,630 0.23% 10,538
Mid HM PAYSON & CO $88,704 0.15% 6,600
Mega DEUTSCHE BANK AG\ Bank $87,198 0.14% 6,488
Mega JPMORGAN CHASE & CO $64,350 0.11% 4,788
Large ACADIAN ASSET MANAGEMENT LLC $54,660 0.09% 4,067
Large OSAIC HOLDINGS, INC. $48,961 0.08% 3,643
Mega Vanguard Global Advisers, LLC $45,884 0.08% 3,414
Large MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. Mutual Fund $45,454 0.07% 3,382
Mid Ancora Advisors LLC $37,000 0.06% 2,753
Mid Tower Research Capital LLC (TRC) $34,056 0.06% 2,534
Mega WELLS FARGO & COMPANY/MN $33,734 0.06% 2,510
Large Police & Firemen's Retirement System of New Jersey Pension $28,869 0.05% 2,148
Large NEW YORK STATE COMMON RETIREMENT FUND Pension $25,267 0.04% 1,880
Small Prestige Wealth Management Group LLC $24,192 0.04% 1,800
Mid MEEDER ASSET MANAGEMENT INC $18,762 0.03% 1,396
Large Russell Investments Group, Ltd. $17,753 0.03% 1,321
Mega UBS Group AG $14,663 0.02% 1,091
Large CWM, LLC $12,700 0.02% 945
Mega CITIGROUP INC $10,630 0.02% 791
Mid Ameritas Investment Partners, Inc. $9,999 0.02% 744
Mega Legal & General Group Plc $9,434 0.02% 702
Mid Farther Finance Advisors, LLC $8,480 0.01% 631
Large PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO Pension $8,064 0.01% 600
Mid HARBOR CAPITAL ADVISORS, INC. $6,733 0.01% 501
Large CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM Pension $5,013 0.01% 373
Large Rockefeller Capital Management L.P. $4,058 0.01% 302
Mid SIMPLEX TRADING, LLC $3,830 0.01% 285
Mega UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $3,816 0.01% 284
Mid Sterling Capital Management LLC $3,064 0.01% 228
Mega ROYAL BANK OF CANADA Bank $2,916 0.00% 217
Mid Spire Wealth Management $2,835 0.00% 211
Mega FMR LLC $2,486 0.00% 185
Small Piscataqua Savings Bank Bank $1,680 0.00% 125
Mid Optiver Holding B.V. $1,370 0.00% 102
Small Essential Partners LLC $685 0.00% 51
Micro Scarborough Advisors, LLC $604 0.00% 45
Mid EverSource Wealth Advisors, LLC $590 0.00% 44
Mid SBI Securities Co., Ltd. Broker-Dealer $403 0.00% 30
Mid Allworth Financial LP $336 0.00% 25
Mid GAMMA Investing LLC $313 0.00% 31
Small Covestor Ltd $241 0.00% 18
Mid IFP Advisors, Inc $147 0.00% 11
Mid Arax Advisory Partners $134 0.00% 10
Mid MAI Capital Management $94 0.00% 7
Mid ROTHSCHILD INVESTMENT LLC $80 0.00% 6
Small Basecamp Wealth Advisors LLC $67 0.00% 5
Small Root Financial Partners, LLC $40 0.00% 3
Micro True Wealth Design, LLC $26 0.00% 2
Micro Wealth Preservation Advisors, LLC $26 0.00% 2
Key facts CIK 1549966 CUSIP 828359109 13F (30d) 2 filings 2 filers Visit website Investor relations

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