Latest Period
Q2 2026
Security Snapshot
Silvercrest Asset Management Group Inc. - Class A Stock (SAMG) Institutional Ownership
CUSIP: 828359109
13F Institutional Holders and Ownership History from Q1 2014 to Q2 2026
Institutions Reporting
99
Shares (Excl. Options)
4,642,290
Price
$10.11
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- Security type / class
- Equity / Class A Stock
- Symbol
- SAMG on Nasdaq
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 4,642,290
- Total 13F value
- $46,940,330
- Portfolio coverage rank
- 0%
- Share change
- +94,931
- Value change
- +$706,181
- Number of holders
- 99
- Shares outstanding
- 7,693,923
- SEC-reported price per share
- $9.90
- Insider filing price
- $9.90
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
3 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- SAMG - Silvercrest Asset Management Group Inc. - Class A Stock is tracked under CUSIP 828359109.
- 99 institutions reported positions in Q2 2026.
- 4 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 93 to 99 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $61,136,385 to $46,940,330.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 99 institutions filings for Q2 2026.
Security key
828359109
Latest holder period
Q2 2026
13F holders
99
13D/G owners
4
CIK / CUSIP context first
Open Q2 2026 holders
SAMG full holder history
Silvercrest Asset Management Group Inc. SEC filings
Silvercrest Asset Management Group Inc. company facts
Silvercrest Asset Management Group Inc. insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 828359109:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
4
Security
SAMG
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | 7.8% | +23% | $6,067,634 | -$85,111 | 600,126 | -1.4% | BlackRock, Inc. | 30 Jun 2026 |
| Long Path Partners LP | 4.8% | $6,893,494 | 458,649 | Long Path Partners LP | 01 May 2025 | |||
| ROYCE & ASSOCIATES LP | 4.6% | $6,064,860 | 385,002 | ROYCE & ASSOCIATES LP | 30 Sep 2025 | |||
| BlackRock Portfolio Management LLC | 4.7% | -12% | $3,637,598 | -$893,926 | 360,144 | -20% | BlackRock Portfolio Management LLC | 30 Jun 2026 |
As of 30 Jun 2026, 99 institutional investors reported holding 4,642,290 shares of Silvercrest Asset Management Group Inc. - Class A Stock (SAMG). This represents 60% of the company’s total 7,693,923 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
54%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | 12% | 960,270 | +1.6% | 0% | $9,708,329 |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 4.7% | 361,544 | +90% | 0.03% | $3,655,210 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 4.2% | 325,921 | +33% | 0.16% | $3,295,057 |
| VANGUARD CAPITAL MANAGEMENT LLC | 4.1% | 312,873 | -1% | 0% | $3,163,146 |
| Pacific Ridge Capital Partners, LLC | 3.2% | 245,859 | +19% | 0.45% | $2,485,634 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.5% | 194,469 | +9.4% | 0% | $1,966,926 |
| DIMENSIONAL FUND ADVISORS LP | 2.5% | 193,346 | -5.1% | 0% | $1,954,900 |
| MORGAN STANLEY | 2.4% | 187,943 | +123% | 0% | $1,900,107 |
| STATE STREET CORP | 2.4% | 184,498 | +8.8% | 0% | $1,865,275 |
| RENAISSANCE TECHNOLOGIES LLC | 2.2% | 168,168 | +4% | 0% | $1,700,178 |
| ROYCE & ASSOCIATES LP | 2.1% | 158,017 | -55% | 0.01% | $1,597,552 |
| GABELLI FUNDS LLC | 2% | 152,188 | 0% | 0.01% | $1,538,621 |
| GOLDMAN SACHS GROUP INC | 1.8% | 135,395 | +13% | 0% | $1,368,843 |
| North Star Investment Management Corp. | 1.4% | 110,000 | 0% | 0.06% | $1,112,100 |
| HSBC HOLDINGS PLC | 0.81% | 62,200 | -3.5% | 0% | $636,306 |
| Teton Advisors, LLC | 0.7% | 53,500 | 0% | 0.31% | $540,885 |
| NORTHERN TRUST CORP | 0.66% | 51,146 | -2.4% | 0% | $517,087 |
| VANGUARD FIDUCIARY TRUST CO | 0.66% | 50,518 | +0.65% | 0% | $510,737 |
| Boston Partners | 0.64% | 48,861 | -80% | 0% | $493,980 |
| CM WEALTH ADVISORS LLC | 0.59% | 45,305 | 0.08% | $458,034 | |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 0.54% | 41,696 | +8.3% | 0% | $421,547 |
| MARSHALL WACE, LLP | 0.49% | 37,880 | 0% | $382,966 | |
| AQR CAPITAL MANAGEMENT LLC | 0.43% | 33,161 | +147% | 0% | $335,255 |
| BARCLAYS PLC | 0.43% | 32,816 | -7.5% | 0% | $331,770 |
| APPLETON PARTNERS INC/MA | 0.41% | 31,650 | 0% | 0.02% | $320,000 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
50
Latest
Q2 2026
Rows shown
1-25 of 50
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 4,642,290 | $46,940,330 | +$706,181 | $10.11 | 99 |
| 2026 Q1 | 4,549,485 | $61,136,385 | -$116,133 | $13.44 | 93 |
| 2025 Q4 | 4,760,996 | $72,331,040 | -$4,342,458 | $15.19 | 81 |
| 2025 Q3 | 5,039,548 | $79,372,219 | -$4,883,472 | $15.75 | 87 |
| 2025 Q2 | 5,349,445 | $84,852,548 | -$8,737,484 | $15.86 | 78 |
| 2025 Q1 | 6,064,380 | $99,217,461 | -$4,846,944 | $16.36 | 76 |
| 2024 Q4 | 6,353,448 | $116,844,354 | -$2,266,651 | $18.39 | 72 |
| 2024 Q3 | 6,486,566 | $111,822,974 | -$1,856,964 | $17.24 | 77 |
| 2024 Q2 | 6,491,532 | $101,192,759 | -$194,236 | $15.59 | 75 |
| 2024 Q1 | 6,509,398 | $102,904,052 | -$1,914,217 | $15.81 | 74 |
| 2023 Q4 | 6,619,232 | $112,531,932 | +$643,786 | $17.00 | 81 |
| 2023 Q3 | 6,599,258 | $104,729,207 | -$2,825,601 | $15.87 | 82 |
| 2023 Q2 | 6,700,509 | $135,685,990 | -$1,998,220 | $20.25 | 86 |
| 2023 Q1 | 6,791,694 | $123,473,683 | -$539,920 | $18.18 | 84 |
| 2022 Q4 | 6,831,335 | $128,215,224 | -$4,615,290 | $18.77 | 81 |
| 2022 Q3 | 7,027,750 | $114,902,691 | -$3,225,527 | $16.35 | 75 |
| 2022 Q2 | 7,222,844 | $118,529,088 | +$6,079,718 | $16.41 | 75 |
| 2022 Q1 | 6,414,508 | $131,249,045 | +$127,349 | $20.45 | 58 |
| 2021 Q4 | 6,647,049 | $114,128,717 | -$798,050 | $17.17 | 55 |
| 2021 Q3 | 6,406,774 | $99,815,558 | -$2,419,379 | $15.58 | 53 |
| 2021 Q2 | 6,572,262 | $98,843,745 | -$2,630,388 | $15.04 | 61 |
| 2021 Q1 | 6,764,318 | $96,926,196 | +$5,333,372 | $14.38 | 66 |
| 2020 Q4 | 6,375,834 | $88,247,466 | +$850,857 | $13.89 | 61 |
| 2020 Q3 | 6,203,448 | $64,883,112 | -$2,807,354 | $10.46 | 54 |
| 2020 Q2 | 6,455,004 | $82,042,638 | +$1,887,175 | $12.71 | 54 |