Silvercrest Asset Management SAMG Institutional Ownership

NASDAQ SAMG

$10.52 -0.02 (-0.19%)

At close: Oct 5, 2026 · 4:00 PM EDT

Institutions by Trading Activity

100 Institutions

Increased 48 48.0%

Unchanged 21 21.0%

Reduced 31 31.0%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

59.85%

▲+0.50 pp QoQ

Shares Held by Institutions

4.64Mn

of 7.75Mn outstanding

▲+4.36% QoQ

Shares Outstanding

7.75Mn

3.11Mn held outside 13F filers

Institutional Investors

100

filed 13F for Jun 2026

▲+6 vs prior quarter

Net Shares Added (QoQ)

+193.95K

accumulated since last quarter

Value of Holdings

$48.89Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Updated Oct 5, 2026

Silvercrest Asset Management Group Inc. (NASDAQ:SAMG) was held by 100 institutional investors that filed 13F reports for the quarter ended June 30, 2026.

These investors held 59.85% of Silvercrest Asset Management's outstanding shares at the end of Q2 2026, up from 59.34% in Q1 2026.
Total shares held in Silvercrest Asset Management rose 1.96% versus Q1 2026, while the number of holders rose 26.58% versus Q2 2025.
Of these 100 holders, 48 added to their positions, 31 reduced their stakes and 21 left their positions unchanged.
Altogether, institutional holders owned 4.64Mn SAMG shares at the end of Q2 2026, up 88.97K from the prior quarter and down 590.88K from a year earlier.
As of June 30, 2026, BlackRock, Inc. held the largest stake in Silvercrest Asset Management with 960.27K shares, or 12.39% of shares outstanding.
Among existing holders, the largest additions to Silvercrest Asset Management in Q2 2026 came from Diamond Hill Capital Management, LLC (+171.48K shares), Morgan Stanley (+103.85K shares), Punch & Associates Investment Management, Inc. (+80.89K shares), Pacific Ridge Capital Partners, LLC (+39.17K shares) and AQR Capital Management LLC (+19.74K shares).
On the other side, among holders that kept a position in Silvercrest Asset Management, the largest reductions in Q2 2026 came from Boston Partners (-194.06K shares), Royce & Associates LP (-192.91K shares), O'shaughnessy Asset Management, LLC (-16.72K shares), Clearstead Advisors, LLC (-10.59K shares) and Dimensional Fund Advisors LP (-10.38K shares).
According to Business Quant data, the leading holders of SAMG for Q2 2026 were BlackRock, Inc. (960.27K shares), Diamond Hill Capital Management, LLC (361.54K shares), Punch & Associates Investment Management, Inc. (325.92K shares), Vanguard Capital Management LLC (312.87K shares), Pacific Ridge Capital Partners, LLC (245.86K shares), Geode Capital Management, LLC (194.47K shares), Dimensional Fund Advisors LP (193.35K shares), Morgan Stanley (187.94K shares), State Street Corp (184.5K shares) and Renaissance Technologies LLC (168.17K shares).

Form 13F Holdings

100 Institutional Holders

Report period 30 Jun, 2026

Total shares held 4.64Mn

Of outstanding 59.85%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	960,270	12.39%	▲15,018	+1.59%	$9.71Mn
2	Diamond Hill Capital Management, LLC (Investment Advisor)	0001217541	361,544	4.66%	▲171,480	+90.22%	$3.66Mn
3	PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	0001238990	325,921	4.20%	▲80,890	+33.01%	$3.30Mn
4	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	312,873	4.04%	▼3,216	-1.02%	$3.16Mn
5	Pacific Ridge Capital Partners, LLC	0001591546	245,859	3.17%	▲39,173	+18.95%	$2.49Mn
6	GEODE CAPITAL MANAGEMENT, LLC	0001214717	194,469	2.51%	▲16,647	+9.36%	$1.97Mn
7	DIMENSIONAL FUND ADVISORS LP	0000354204	193,346	2.49%	▼10,381	-5.10%	$1.95Mn
8	Morgan Stanley	0000895421	187,944	2.42%	▲103,852	+123.50%	$1.90Mn
9	State Street Corp	0000093751	184,498	2.38%	▲14,928	+8.80%	$1.87Mn
10	RENAISSANCE TECHNOLOGIES LLC	0001037389	168,168	2.17%	▲6,431	+3.98%	$1.70Mn
11	ROYCE & ASSOCIATES LP	0000906304	158,017	2.04%	▼192,907	-54.97%	$1.60Mn
12	GABELLI FUNDS LLC	0001081407	152,188	1.96%	0	0.00%	$1.54Mn
13	Goldman Sachs Group Inc	0000886982	135,395	1.75%	▲15,780	+13.19%	$1.37Mn
14	North Star Investment Management Corp.	0001342857	110,000	1.42%	0	0.00%	$1.11Mn
15	HSBC HOLDINGS PLC	0000873630	62,200	0.80%	▼2,233	-3.47%	$636.31K
16	Teton Advisors, LLC	0002086025	53,500	0.69%	0	0.00%	$540.89K
17	Northern Trust Corp	0000073124	51,146	0.66%	▼1,245	-2.38%	$517.09K
18	VANGUARD FIDUCIARY TRUST CO	0000933478	50,518	0.65%	▲328	+0.65%	$510.74K
19	Boston Partners	0001386060	48,861	0.63%	▼194,061	-79.89%	$493.98K
20	CM WEALTH ADVISORS LLC	0001764581	45,305	0.58%	▲45,305	0.00%	$458.03K

Showing 1 to 20 of 100 holders