Silvercrest Asset Management Group Inc. (SAMG) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

8,389,001Shares Outstanding

4,927,490Shares held by institutions

$59,351,617Value of institutional holdings

58.74%Institutional ownership %

-3.00%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) has 80 institutional investors with active 13F positions as of December 2025.

These investors held 56.7% of outstanding shares in December 2025, down from 60.6% in September 2025.
Their total shares held in SAMG decreased -4.8% from the prior quarter, while the number of investors in Silvercrest Asset Management increased 8.11% year over year.
Activity in SAMG broke down as 25 buyers, 42 sellers, and 13 unchanged among 80 total holders.
Combined, these investors held 4.76Mn shares in SAMG for December 2025, down by 240.2K shares quarter on quarter, and down 1.69Mn shares year over year.
As of December 31, 2025, North Star Investment Management Corp. held the largest stake in Silvercrest Asset Management with 110.0K shares, accounting for 1.31% of total shares outstanding.
Top purchasers of SAMG stock for the quarter ending December 2025 included North Star Investment Management Corp. (110.0K), Farther Finance Advisors, LLC (518), Root Financial Partners, LLC (3), True Wealth Design, LLC (2).
The biggest sellers of Silvercrest Asset Management for the quarter ending December 2025 included RITHOLTZ WEALTH MANAGEMENT (4.02K), Sterling Capital Management LLC (169), IFP Advisors, Inc (2).
Business Quant data shows the 10 biggest positions in Silvercrest Asset Management as of December 2025 are held by North Star Investment Management Corp. (110.0K), RITHOLTZ WEALTH MANAGEMENT (18.44K), HM PAYSON & CO (6.6K), Farther Finance Advisors, LLC (631), Sterling Capital Management LLC (228), Spire Wealth Management (211), Piscataqua Savings Bank (125), IFP Advisors, Inc (11), Root Financial Partners, LLC (3), True Wealth Design, LLC (2).

80 Institutional Holders

4,927,490 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
BlackRock, Inc.	31 Dec, 2025	964,891	-9,010	-0.93%	$14,656,694.00
VANGUARD GROUP INC	31 Dec, 2025	495,345	-42,836	-7.96%	$7,524,291.00
ROYCE & ASSOCIATES LP	31 Dec, 2025	350,924	-34,078	-8.85%	$5,330,536.00
Boston Partners	31 Dec, 2025	232,310	19,753	9.29%	$3,528,790.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	206,084	-6,969	-3.27%	$3,130,525.00
Pacific Ridge Capital Partners, LLC	31 Dec, 2025	205,877	-6,244	-2.94%	$3,127,272.00
Goldman Sachs Group Inc	31 Dec, 2025	198,112	118,242	148.04%	$3,009,322.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	192,540	-13,410	-6.51%	$2,925,021.00
State Street Corp	31 Dec, 2025	190,649	-2,091	-1.08%	$2,895,958.00
DIAMOND HILL CAPITAL MANAGEMENT INC	31 Dec, 2025	189,085	17,051	9.91%	$2,872,201.00
GABELLI FUNDS LLC	31 Dec, 2025	184,887	0	0.00%	$2,808,434.00
RENAISSANCE TECHNOLOGIES LLC	31 Dec, 2025	157,037	-22,085	-12.33%	$2,385,392.00
HSBC HOLDINGS PLC	31 Dec, 2025	136,052	70,655	108.04%	$2,091,120.00
Rothschild Wealth LLC	31 Dec, 2025	128,398	128,398	0.00%	$1,950,368.00
PERRITT CAPITAL MANAGEMENT INC	31 Dec, 2025	128,398	0	0.00%	$1,950,368.00
Morgan Stanley	31 Dec, 2025	91,531	-24,359	-21.02%	$1,390,367.00
Ancora Advisors LLC	31 Dec, 2025	57,258	-97,988	-63.12%	$869,749.00
Teton Advisors, LLC	31 Dec, 2025	54,000	-1,000	-1.82%	$820,260.00
Northern Trust Corp	31 Dec, 2025	49,766	-13,110	-20.85%	$755,945.00
Barclays Plc	31 Dec, 2025	45,889	-81,871	-64.08%	$697,054.00

1 - 20 of 80

Research Tools