Silvercrest Asset Management Group Inc. (SAMG) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

0Shares Outstanding

140,019Shares held by institutions

$1,916,860Value of institutional holdings

85.14%Institutional ownership %

68.45%Shares Changed QoQ

80No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Silvercrest Asset Management Group Inc. (NASDAQ:SAMG) is held by 80 institutional investors per 13F filings through December 2025.

They owned 56.7% of outstanding stock in December 2025, down from 60.6% the prior quarter.
Their total shares held in SAMG decreased -4.8% quarter over quarter, and separately, investors owning Silvercrest Asset Management increased 8.11% from a year ago.
During the quarter, 25 of these 80 funds increased positions in SAMG, 42 reduced exposure, and 13 held steady.
In total, institutional investors held 4.76Mn shares in Silvercrest Asset Management as of December 2025, down by 240.2K shares quarter on quarter, and down 1.69Mn shares year over year.
BlackRock, Inc. is the top holder of Silvercrest Asset Management as of December 31, 2025, with 964.89K shares representing 11.5% of outstanding stock.
The most significant purchases of SAMG for the quarter ending December 2025 came from Rothschild Wealth LLC (128.4K), Boston Partners (19.75K), Goldman Sachs Group Inc (19.19K), DIAMOND HILL CAPITAL MANAGEMENT INC (17.05K), UBS Group AG (14.2K).
The largest sales of SAMG for the quarter ending December 2025 came from Ancora Advisors LLC (97.99K), Citigroup Inc (58.35K), VANGUARD GROUP INC (42.84K), ROYCE & ASSOCIATES LP (34.08K), TWO SIGMA INVESTMENTS, LP (28.59K).
Silvercrest Asset Management's 10 largest shareholders as of December 2025 include BlackRock, Inc. (964.89K), VANGUARD GROUP INC (495.34K), ROYCE & ASSOCIATES LP (350.92K), Boston Partners (232.31K), DIMENSIONAL FUND ADVISORS LP (206.08K), Pacific Ridge Capital Partners, LLC (205.88K), GEODE CAPITAL MANAGEMENT, LLC (192.54K), State Street Corp (190.65K), DIAMOND HILL CAPITAL MANAGEMENT INC (189.08K), GABELLI FUNDS LLC (184.89K) per Business Quant data.

80 Institutional Holders

140,019 Total Shares Held

Rows:

Download Data

Owner Name	Date	Change (QoQ)	Change (%)	Value (USD)
BlackRock, Inc.	31 Dec, 2025	-9,010	-0.93%	$0.00
VANGUARD GROUP INC	31 Dec, 2025	-42,836	-7.96%	$0.00
Rothschild Wealth LLC	31 Dec, 2025	128,398	0.00%	$0.00
HSBC HOLDINGS PLC	31 Dec, 2025	70,655	108.04%	$0.00
ROYCE & ASSOCIATES LP	31 Dec, 2025	-34,078	-8.85%	$0.00
Teton Advisors, LLC	31 Dec, 2025	-1,000	-1.82%	$0.00
Barclays Plc	31 Dec, 2025	-33,398	-42.12%	$0.00
Boston Partners	31 Dec, 2025	19,753	9.29%	$0.00
R Squared Ltd	31 Dec, 2025	5,396	25.04%	$0.00
Rockefeller Capital Management L.P.	31 Dec, 2025	120	0.00%	$0.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	-6,969	-3.27%	$0.00
RITHOLTZ WEALTH MANAGEMENT	31 Dec, 2025	3,320	17.34%	$0.00
Pacific Ridge Capital Partners, LLC	31 Dec, 2025	-6,244	-2.94%	$0.00
UBS Group AG	31 Dec, 2025	14,196	219.38%	$0.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	-13,410	-6.51%	$0.00
Nuveen, LLC	31 Dec, 2025	0	0.00%	$0.00
State Street Corp	31 Dec, 2025	-2,091	-1.08%	$0.00
Trexquant Investment LP	31 Dec, 2025	-3,518	-23.20%	$0.00
DIAMOND HILL CAPITAL MANAGEMENT INC	31 Dec, 2025	17,051	9.91%	$0.00
OSAIC HOLDINGS, INC.	31 Dec, 2025	-1,259	-25.51%	$0.00

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