Silvercrest Asset Management Group Inc. - Class A Common Stock (SAMG) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Class A Common Stock
Symbol
SAMG on Nasdaq
Shares outstanding
8,443,026
Price per share
$15.17
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
5,039,539
Total reported value
$79,372,077
% of total 13F portfolios
0%
Share change
-310,000
Value change
-$4,883,613
Number of holders
86
Price from insider filings
$15.17
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Silvercrest Asset Management Group Inc. - Class A Common Stock (SAMG) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BlackRock, Inc. 6.4% 608,544 BlackRock, Inc. 31 Mar 2025
Long Path Partners LP 4.8% 458,649 Long Path Partners LP 01 May 2025
BlackRock Portfolio Management LLC 5.3% $7,067,462 448,648 BlackRock Portfolio Management LLC 30 Sep 2025
ROYCE & ASSOCIATES LP 4.6% $6,064,860 385,002 ROYCE & ASSOCIATES LP 30 Sep 2025

As of 30 Sep 2025, 86 institutional investors reported holding 5,039,539 shares of Silvercrest Asset Management Group Inc. - Class A Common Stock (SAMG). This represents 60% of the company’s total 8,443,026 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Silvercrest Asset Management Group Inc. - Class A Common Stock (SAMG) together control 53% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 12% 973,901 -1.7% 0% $15,338,941
VANGUARD GROUP INC 6.4% 538,181 -1.5% 0% $8,476,352
ROYCE & ASSOCIATES LP 4.6% 385,002 -32% 0.06% $6,063,782
DIMENSIONAL FUND ADVISORS LP 2.5% 213,053 -2.4% 0% $3,355,594
Boston Partners 2.5% 212,557 +5.7% 0% $3,347,770
Pacific Ridge Capital Partners, LLC 2.5% 212,121 -2.2% 0.73% $3,340,906
GEODE CAPITAL MANAGEMENT, LLC 2.4% 205,950 -3.4% 0% $3,244,082
STATE STREET CORP 2.3% 192,740 +0.5% 0% $3,035,655
GABELLI FUNDS LLC 2.2% 184,887 0% 0.02% $2,911,970
RENAISSANCE TECHNOLOGIES LLC 2.1% 179,122 -4.4% 0% $2,821,172
DIAMOND HILL CAPITAL MANAGEMENT INC 2% 172,034 +0.07% 0.01% $2,709,536
Ancora Advisors LLC 1.8% 155,246 -2% 0.05% $2,445,124
Perritt Capital Management Inc 1.5% 128,398 -8% 0.96% $2,022,271
MORGAN STANLEY 1.4% 115,890 -3.3% 0% $1,825,281
GOLDMAN SACHS GROUP INC 0.95% 79,870 -15% 0% $1,257,953
TWO SIGMA ADVISERS, LP 0.81% 68,500 +33% 0% $1,078,875
HSBC HOLDINGS PLC 0.77% 65,397 +0.23% 0% $1,027,387
GLOBEFLEX CAPITAL L P 0.75% 63,521 0% 0.15% $1,000,456
NORTHERN TRUST CORP 0.74% 62,876 -6.8% 0% $990,297
CITIGROUP INC 0.72% 60,644 -2.8% 0% $955,143
TWO SIGMA INVESTMENTS, LP 0.69% 58,146 -9.1% 0% $915,800
Teton Advisors, LLC 0.65% 55,000 0% 0.53% $866,250
BARCLAYS PLC 0.57% 48,473 -9.5% 0% $763,450
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.5% 42,004 +13% 0% $661,563
MARSHALL WACE, LLP 0.41% 34,486 -46% 0% $543,155

Institutional Holders of Silvercrest Asset Management Group Inc. - Class A Common Stock (SAMG) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 32,463 $493,097 -$1,380 $15.17 4
2025 Q3 5,039,539 $79,372,077 -$4,883,613 $15.75 86
2025 Q2 5,349,445 $84,852,548 -$8,737,485 $15.86 78
2025 Q1 6,064,380 $99,217,704 -$4,846,943 $16.36 76
2024 Q4 6,351,549 $116,807,744 -$2,301,564 $18.39 72
2024 Q3 6,486,566 $111,822,563 -$1,856,965 $17.24 77
2024 Q2 6,491,532 $101,192,450 -$194,239 $15.59 75
2024 Q1 6,509,398 $102,904,377 -$1,644,096 $15.81 74
2023 Q4 6,531,787 $111,045,070 +$11,866 $17.00 79
2023 Q3 6,599,258 $104,729,419 -$2,832,337 $15.87 82
2023 Q2 6,631,147 $134,281,401 -$1,964,301 $20.25 85
2023 Q1 6,790,720 $123,455,514 -$501,566 $18.18 83
2022 Q4 6,831,335 $128,214,993 -$4,616,965 $18.77 81
2022 Q3 6,995,489 $114,375,691 -$2,829,571 $16.35 74
2022 Q2 7,222,844 $118,529,088 +$6,081,170 $16.41 75
2022 Q1 6,398,587 $130,923,045 +$139,174 $20.45 57
2021 Q4 6,630,108 $113,837,717 -$799,107 $17.17 53
2021 Q3 6,400,868 $99,724,558 -$2,950,519 $15.58 52
2021 Q2 6,555,055 $98,585,745 -$1,169,829 $15.04 60
2021 Q1 6,715,329 $96,221,196 +$5,433,705 $14.38 65
2020 Q4 6,375,834 $88,247,466 +$856,846 $13.89 61
2020 Q3 6,202,833 $64,877,112 -$2,806,621 $10.46 53
2020 Q2 6,438,359 $81,830,638 +$1,684,805 $12.71 52
2020 Q1 6,309,680 $59,690,334 -$681,446 $9.46 51
2019 Q4 6,354,265 $79,941,857 +$296,080 $12.58 53
2019 Q3 6,338,358 $77,959,884 -$1,887,454 $12.30 58
2019 Q2 6,034,780 $84,663,651 -$542,228 $14.03 56
2019 Q1 6,577,019 $93,724,108 -$1,696,524 $14.25 55
2018 Q4 6,651,927 $87,965,026 -$379,870 $13.23 59
2018 Q3 6,655,994 $92,181,698 +$1,304,115 $13.85 61
2018 Q2 6,563,979 $106,992,511 +$2,148,334 $16.30 62
2018 Q1 6,406,465 $97,479,879 +$4,687,151 $15.20 48
2017 Q4 6,096,454 $97,789,617 +$2,048,603 $16.05 48
2017 Q3 5,976,575 $86,956,549 +$482,258 $14.55 45
2017 Q2 5,940,638 $79,898,289 +$204,852 $13.45 47
2017 Q1 5,925,838 $78,809,519 +$5,027,236 $13.30 52
2016 Q4 5,928,827 $77,964,207 +$529,375 $13.15 57
2016 Q3 5,869,842 $69,669,807 -$867,806 $11.87 55
2016 Q2 5,941,983 $72,726,963 +$4,263,027 $12.24 55
2016 Q1 5,562,032 $70,860,000 +$1,362,330 $12.74 44
2015 Q4 5,490,386 $65,272,682 +$1,478,514 $11.89 41
2015 Q3 5,376,073 $58,113,000 -$1,237,841 $10.81 40
2015 Q2 5,115,855 $71,950,000 -$3,209,224 $14.06 47
2015 Q1 5,666,968 $80,837,226 +$2,706,409 $14.25 56
2014 Q4 5,475,138 $85,674,401 +$4,388,586 $15.65 52
2014 Q3 5,207,391 $70,929,830 +$8,778,061 $13.62 58
2014 Q2 4,558,560 $78,377,038 -$3,151,197 $17.21 55
2014 Q1 4,734,407 $86,572,601 -$1,696,278 $18.29 50