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SAMG

Silvercrest Asset Management Group Inc.

Company with tickers: SAMG

CIK
1549966
CUSIP
828359109
Shares Outstanding
7,681,821
Price History Institutional Holders Short Volume Short Interest Fails to Deliver Financials SEC Filings Earnings Calls Insider Trades Congressional Trades
Holders: 89
Total Value: $54,568,279
Total Shares: 4,060,144

Institutional Ownership Trend

25 quarters

Holder Concentration

Across 89 13F filers · Δ vs Dec 31, 2025
Top Holder
23.3%
+1.9 pts
Top 5
49.0%
+0.3 pts
Top 10
71.3%
+1.1 pts
HHI
859
Broadly held +63

Quarterly Activity

vs Dec 31, 2025
New
84
Increased
3
Decreased
2
Sold Out
77
Unchanged
0
Holder count: +7
Institutional value: -20.3%
Shares held: -10.0%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds
Mega GOLDMAN SACHS GROUP INC +20,559 119,615
Large DIAMOND HILL CAPITAL MANAGEMENT INC +979 190,064
Large Rockefeller Capital Management L.P. +242 302

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds
Mega HSBC HOLDINGS PLC −3,593 64,433
Small Essential Partners LLC −22 51

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD)
Mega BlackRock, Inc. 945,252 $12,704,181
Mid ROYCE & ASSOCIATES LP 350,924 $4,716,418
Mid PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 245,031 $3,293,216
Large Boston Partners 242,922 $3,264,870
Small Pacific Ridge Capital Partners, LLC 206,686 $2,777,859

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD)
Mega BlackRock, Inc. 964,891 $14,656,690
Mega VANGUARD GROUP INC 445,000 $6,759,549
Mid ROYCE & ASSOCIATES LP 350,924 $5,330,535
Large Boston Partners 232,310 $3,528,788
Mega DIMENSIONAL FUND ADVISORS LP 206,084 $3,130,414
89 of 89 shown
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Action
Mega BlackRock, Inc. $12,704,181 23.28% 945,252 View
Mid ROYCE & ASSOCIATES LP $4,716,418 8.64% 350,924 View
Mid PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. $3,293,216 6.04% 245,031 View
Large Boston Partners $3,264,870 5.98% 242,922 View
Small Pacific Ridge Capital Partners, LLC $2,777,859 5.09% 206,686 View
Mega DIMENSIONAL FUND ADVISORS LP $2,738,090 5.02% 203,727 View
Large DIAMOND HILL CAPITAL MANAGEMENT INC $2,554,460 4.68% 190,064 View
Mega GEODE CAPITAL MANAGEMENT, LLC $2,389,927 4.38% 177,822 View
Mega STATE STREET CORP $2,279,020 4.18% 169,570 View
Large RENAISSANCE TECHNOLOGIES LLC $2,173,745 3.98% 161,737 View
Large GABELLI FUNDS LLC $2,045,406 3.75% 152,188 View
Mega GOLDMAN SACHS GROUP INC $1,607,624 2.95% 119,615 View
Mid North Star Investment Management Corp. $1,478,400 2.71% 110,000 View
Mega HSBC HOLDINGS PLC $865,979 1.59% 64,433 View
Mega MORGAN STANLEY $743,553 1.36% 55,324 View
Small Teton Advisors, LLC $719,040 1.32% 53,500 View
Large O'SHAUGHNESSY ASSET MANAGEMENT, LLC $531,310 0.97% 39,532 View
Mega BARCLAYS PLC $476,756 0.87% 35,473 View
Small APPLETON PARTNERS INC/MA $425,376 0.78% 31,650 View
Mega TWO SIGMA INVESTMENTS, LP $417,621 0.77% 31,073 View
Mega CITADEL ADVISORS LLC $407,339 0.75% 30,308 View
Mega ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $397,447 0.73% 29,572 View
Mid MARTINGALE ASSET MANAGEMENT L P $379,720 0.70% 28,253 View
Mega BANK OF AMERICA CORP /DE/ $363,659 0.67% 27,058 View
Large Connor, Clark & Lunn Investment Management Ltd. $359,842 0.66% 26,774 View
Mid GAMCO INVESTORS, INC. ET AL $329,239 0.60% 24,497 View
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC $249,809 0.46% 18,587 View
Mid RITHOLTZ WEALTH MANAGEMENT $247,833 0.45% 18,440 View
Small Rothschild Wealth LLC $247,605 0.45% 18,423 View
Mega Bank of New York Mellon Corp $243,424 0.45% 18,112 View
Small ROBERTS GLORE & CO INC /IL/ $242,161 0.44% 18,018 View
Mid BRIDGEWAY CAPITAL MANAGEMENT, LLC $237,914 0.44% 17,702 View
Small R Squared Ltd $218,319 0.40% 16,244 View
Mega Nuveen, LLC $210,872 0.39% 15,690 View
Mega RAYMOND JAMES FINANCIAL INC $209,636 0.38% 15,598 View
Large Cetera Investment Advisers $192,407 0.35% 14,316 View
Mega AQR CAPITAL MANAGEMENT LLC $180,416 0.33% 13,424 View
Large JACOBS LEVY EQUITY MANAGEMENT, INC $173,913 0.32% 12,940 View
Mid Wealthspire Advisors, LLC $171,978 0.32% 12,796 View
Mega RHUMBLINE ADVISERS $148,270 0.27% 11,032 View
Large SILVERCREST ASSET MANAGEMENT GROUP LLC $145,152 0.27% 10,800 View
Mid Clearstead Advisors, LLC $142,665 0.26% 10,615 View
Mega BNP PARIBAS ARBITRAGE, SA $141,630 0.26% 10,538 View
Mid HM PAYSON & CO $88,704 0.16% 6,600 View
Mega DEUTSCHE BANK AG\ $87,198 0.16% 6,488 View
Mega JPMORGAN CHASE & CO $64,350 0.12% 4,788 View
Large ACADIAN ASSET MANAGEMENT LLC $54,660 0.10% 4,067 View
Mid OSAIC HOLDINGS, INC. $48,961 0.09% 3,643 View
Large MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. $45,454 0.08% 3,382 View
Mid Ancora Advisors LLC $37,000 0.07% 2,753 View
Mid Tower Research Capital LLC (TRC) $34,056 0.06% 2,534 View
Mega WELLS FARGO & COMPANY/MN $33,734 0.06% 2,510 View
Large Police & Firemen's Retirement System of New Jersey $28,869 0.05% 2,148 View
Large NEW YORK STATE COMMON RETIREMENT FUND $25,267 0.05% 1,880 View
Small Prestige Wealth Management Group LLC $24,192 0.04% 1,800 View
Mid MEEDER ASSET MANAGEMENT INC $18,762 0.03% 1,396 View
Large Russell Investments Group, Ltd. $17,753 0.03% 1,321 View
Mega UBS Group AG $14,663 0.03% 1,091 View
Large CWM, LLC $12,700 0.02% 945 View
Mega CITIGROUP INC $10,630 0.02% 791 View
Mid Ameritas Investment Partners, Inc. $9,999 0.02% 744 View
Mega Legal & General Group Plc $9,434 0.02% 702 View
Mid Farther Finance Advisors, LLC $8,480 0.02% 631 View
Large PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO $8,064 0.01% 600 View
Mid HARBOR CAPITAL ADVISORS, INC. $6,733 0.01% 501 View
Large CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $5,013 0.01% 373 View
Large Rockefeller Capital Management L.P. $4,058 0.01% 302 View
Mid SIMPLEX TRADING, LLC $3,830 0.01% 285 View
Mega UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $3,816 0.01% 284 View
Mid Sterling Capital Management LLC $3,064 0.01% 228 View
Mega ROYAL BANK OF CANADA $2,916 0.01% 217 View
Small Spire Wealth Management $2,835 0.01% 211 View
Mega FMR LLC $2,486 0.00% 185 View
Small Piscataqua Savings Bank $1,680 0.00% 125 View
Mid Optiver Holding B.V. $1,370 0.00% 102 View
Small Essential Partners LLC $685 0.00% 51 View
Micro Scarborough Advisors, LLC $604 0.00% 45 View
Mid NORTHERN TRUST CORP $524 0.00% 39 View
Mid SBI Securities Co., Ltd. $403 0.00% 30 View
Mid Allworth Financial LP $336 0.00% 25 View
Small Covestor Ltd $241 0.00% 18 View
Mid IFP Advisors, Inc $147 0.00% 11 View
Mid Arax Advisory Partners $134 0.00% 10 View
Small EverSource Wealth Advisors, LLC $107 0.00% 8 View
Mid MAI Capital Management $94 0.00% 7 View
Mid ROTHSCHILD INVESTMENT LLC $80 0.00% 6 View
Small Root Financial Partners, LLC $40 0.00% 3 View
Micro True Wealth Design, LLC $26 0.00% 2 View
Micro Wealth Preservation Advisors, LLC $26 0.00% 2 View

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