Security Snapshot

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

CUSIP: 828359109

13F Institutional Holders and Ownership History from Q1 2014 to Q1 2026

Latest Period

Q1 2026

Institutions Reporting

92

Shares (Excl. Options)

4,549,480

Price

$13.44

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Security identity 2 facts
Issuer context 3 facts
Shares outstanding
8,443,026
Reported price per share
$12.02
Price from insider filings
$12.02
Latest holder snapshot 7 facts
Portfolio coverage rank
0%
Share change
+7,562
Value change
-$116,200
Number of holders
92
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Key facts

  • SAMG - Silvercrest Asset Management Group Inc. - Class A Common Stock is tracked under CUSIP 828359109.
  • 92 institutions reported positions in Q1 2026.
  • 4 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 81 to 92 between Q4 2025 and Q1 2026.
  • Reported value moved from $72,331,040 to $61,136,318.

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

Latest holder context comes from 92 institutions filings for Q1 2026.

Open SEC Evidence

Security key

828359109

Latest holder period

Q1 2026

13F holders

92

13D/G owners

4

CIK / CUSIP context first

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. 6.4% $9,146,416 608,544 BlackRock, Inc. 31 Mar 2025
Long Path Partners LP 4.8% $6,893,494 458,649 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 31 Mar 2026, 92 institutional investors reported holding 4,549,480 shares of Silvercrest Asset Management Group Inc. - Class A Common Stock (SAMG). This represents 54% of the company’s total 8,443,026 outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
49%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 11% 945,252 -2% 0% $12,704,188
ROYCE & ASSOCIATES LP 4.2% 350,924 0% 0.05% $4,716,419
VANGUARD CAPITAL MANAGEMENT LLC 3.7% 316,089 0% 0% $4,248,236
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 2.9% 245,031 0.19% $3,293,211
Boston Partners 2.9% 242,922 +4.6% 0% $3,264,870
Pacific Ridge Capital Partners, LLC 2.4% 206,686 +0.39% 0.6% $2,777,860
DIMENSIONAL FUND ADVISORS LP 2.4% 203,727 -1.1% 0% $2,738,236
DIAMOND HILL CAPITAL MANAGEMENT INC 2.3% 190,064 +0.52% 0.02% $2,554,460
GEODE CAPITAL MANAGEMENT, LLC 2.1% 177,822 -7.6% 0% $2,390,978
STATE STREET CORP 2% 169,570 -11% 0% $2,279,021
RENAISSANCE TECHNOLOGIES LLC 1.9% 161,737 +3% 0% $2,173,745
GABELLI FUNDS LLC 1.8% 152,188 -18% 0.01% $2,045,407
GOLDMAN SACHS GROUP INC 1.4% 119,615 +21% 0% $1,607,626
North Star Investment Management Corp. 1.3% 110,000 0.09% $1,478,400
MORGAN STANLEY 1% 84,092 -8.1% 0% $1,130,207
HSBC HOLDINGS PLC 0.76% 64,433 -5.3% 0% $856,959
Teton Advisors, LLC 0.63% 53,500 -0.93% 0.51% $719,040
NORTHERN TRUST CORP 0.62% 52,391 +5.3% 0% $704,134
VANGUARD FIDUCIARY TRUST CO 0.59% 50,190 0% 0% $674,554
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.47% 39,532 -3.6% 0% $531,310
VANGUARD PORTFOLIO MANAGEMENT LLC 0.46% 38,510 0% 0% $517,574
BARCLAYS PLC 0.42% 35,473 -23% 0% $476,758
APPLETON PARTNERS INC/MA 0.37% 31,650 0% 0.03% $425,000
TWO SIGMA INVESTMENTS, LP 0.37% 31,073 +5.1% 0% $417,621
CITADEL ADVISORS LLC 0.36% 30,308 0% $407,339

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
49
Latest
Q1 2026
Rows shown
1-25 of 49
Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 4,549,480 $61,136,318 -$116,200 $13.44 92
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
2020 Q1 6,310,395 $59,697,334 -$687,174 $9.46 52
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