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Silvercrest Asset Management Group (SAMG) Institutional Ownership

Silvercrest Asset Management Group logo
$16.19 -0.10 (-0.61%)
Closing price 08/8/2025 04:00 PM Eastern
Extended Trading
$16.21 +0.02 (+0.12%)
As of 08/8/2025 04:46 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for Silvercrest Asset Management Group (NASDAQ:SAMG)

Current
Institutional Ownership
Percentage
47.59%
Number of
Institutional Buyers
(last 12 months)
26
Total
Institutional Inflows
(last 12 months)
$8.66M
Number of
Institutional Sellers
(last 12 months)
25
Total
Institutional Outflows
(last 12 months)
$7.67M
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SAMG Institutional Buying and Selling by Quarter

Silvercrest Asset Management Group Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/8/2025 Police & Firemen s Retirement System of New Jersey2,148$34K0.0%N/A0.016%
8/8/2025 Bailard Inc.16,969$269K0.0%N/A0.127%
8/8/2025 Geode Capital Management LLC213,294$3.38M0.0%-6.3%1.591%
8/7/2025 Boston Partners201,100$3.19M0.0%-1.2%1.500%
8/7/2025 Roberts Glore & Co. Inc. IL18,658$296K0.1%+26.6%0.139%
8/7/2025 Connor Clark & Lunn Investment Management Ltd.21,173$336K0.0%+20.0%0.158%
7/31/2025 R Squared Ltd26,107$414K0.2%+72.8%0.195%
7/28/2025 Ritholtz Wealth Management18,181$288K0.0%N/A0.136%
6/27/2025Goldman Sachs Group Inc.49,297$806K0.0%-12.7%0.368%
5/29/2025Rhumbline Advisers13,942$228K0.0%-6.1%0.102%
5/19/2025Jane Street Group LLC14,777$242K0.0%N/A0.108%
5/16/2025Goldman Sachs Group Inc.49,297$806K0.0%-12.7%0.362%
5/16/2025Punch & Associates Investment Management Inc.229,211$3.75M0.2%-46.7%1.681%
5/16/2025Ancora Advisors LLC159,770$2.61M0.1%-1.9%1.172%
5/14/2025Teton Advisors Inc.56,500$924K0.6%-4.9%0.414%
5/14/2025Gabelli Funds LLC25,332$414K0.0%-4.8%0.186%
5/14/2025Keeley Teton Advisors LLC213,341$3.49M0.4%-6.6%1.565%
5/14/2025Long Path Partners LP910,328$14.89M5.8%-3.2%6.677%
5/14/2025Martingale Asset Management L P27,954$457K0.0%+11.1%0.205%
5/14/2025Hsbc Holdings PLC22,351$368K0.0%+10.3%0.164%
5/13/2025 Boston Partners203,459$3.33M0.0%-2.2%1.492%
5/12/2025Nuveen LLC20,232$331K0.0%N/A0.148%
5/12/2025 Connor Clark & Lunn Investment Management Ltd.17,641$289K0.0%+7.4%0.129%
5/9/2025Cary Street Partners Financial LLC62,588$1.02M0.0%-3.8%0.459%
5/9/2025 R Squared Ltd15,111$247K0.3%+126.9%0.111%
5/9/2025Pacific Ridge Capital Partners LLC220,201$3.60M0.9%-4.8%1.615%
5/6/2025Royce & Associates LP573,293$9.38M0.1%-1.2%4.205%
5/6/2025Diamond Hill Capital Management Inc.127,009$2.08M0.0%+1.0%0.932%
4/29/2025 Novare Capital Management LLC36,500$597K0.1%-28.1%0.268%
4/29/2025 Bank of New York Mellon Corp24,716$404K0.0%+3.2%0.181%
4/8/2025Rhumbline Advisers13,942$228K0.0%-6.1%0.102%
2/17/2025Two Sigma Investments LP25,959$477K0.0%-15.1%0.187%
2/17/2025Bridgeway Capital Management LLC25,202$463K0.0%-4.1%0.182%
2/17/2025Cary Street Partners Financial LLC65,063$1.20M0.0%N/A0.469%
2/17/2025Bank of America Corp DE29,825$548K0.0%+12.0%0.215%
2/17/2025BNP Paribas Financial Markets1,367$25K0.0%-33.9%0.010%
2/14/2025Northern Trust Corp77,304$1.42M0.0%+5.1%0.558%
2/14/2025Hsbc Holdings PLC20,259$376K0.0%-6.5%0.146%
2/14/2025Dimensional Fund Advisors LP208,760$3.84M0.0%+1.1%1.506%
2/13/2025Teton Advisors Inc.59,400$1.09M0.6%-8.6%0.429%
Altucher: Trump’s Great Gain is starting (Ad)

New Hampshire just launched a Strategic Crypto Reserve — and James Altucher says it’s the first sign that “Trump’s Great Gain” has officially begun. Altucher believes select cryptos could turn $900 into $108,000 over the next 12 months — and he’s laying out the full gameplan in a new presentation.

See Altucher’s Trump crypto prediction here
2/13/2025Gamco Investors INC. ET AL20,000$368K0.0%+5.3%0.144%
2/13/2025Barclays PLC32,663$601K0.0%+6.0%0.236%
2/13/2025Martingale Asset Management L P25,154$463K0.0%+12.1%0.181%
2/13/2025Renaissance Technologies LLC157,537$2.90M0.0%-3.6%1.137%
2/13/2025Wells Fargo & Company MN5,604$103K0.0%+28.3%0.040%
2/12/2025Perritt Capital Management Inc163,872$3.01M1.6%-13.2%1.182%
2/12/2025O Shaughnessy Asset Management LLC19,856$365K0.0%+72.0%0.143%
2/12/2025Pacific Ridge Capital Partners LLC231,303$4.25M1.0%-1.3%1.669%
2/12/2025JPMorgan Chase & Co.35,583$654K0.0%+72.7%0.257%
2/11/2025 Koss Olinger Consulting LLC27,942$514K0.0%-5.5%0.202%
2/11/2025 Boston Partners208,072$3.83M0.0%-2.0%1.501%
2/10/2025Royce & Associates LP580,000$10.67M0.1%-1.1%4.183%
2/10/2025Diamond Hill Capital Management Inc.125,695$2.31M0.0%+1.4%0.907%
2/10/2025 Connor Clark & Lunn Investment Management Ltd.16,430$302K0.0%+12.2%0.119%
2/7/2025HM Payson & Co.21,488$395K0.0%-55.4%0.155%
2/6/2025Charles Schwab Investment Management Inc.26,818$493K0.0%+7.4%0.193%
2/4/2025 Bank of New York Mellon Corp23,941$440K0.0%-42.4%0.173%
1/23/2025 R Squared Ltd6,660$122K0.1%N/A0.048%
12/26/2024JPMorgan Chase & Co.20,605$355K0.0%+80.8%0.149%
11/19/2024Barclays PLC30,814$531K0.0%+48.8%0.222%
11/16/2024 Geode Capital Management LLC223,418$3.85M0.0%+4.9%1.612%
11/15/2024Barclays PLC30,814$531K0.0%+48.8%0.222%
11/15/2024Jane Street Group LLC20,030$345K0.0%+55.6%0.145%
11/14/2024Martingale Asset Management L P22,447$387K0.0%+111.2%0.162%
11/8/2024 Connor Clark & Lunn Investment Management Ltd.14,649$253K0.0%+30.8%0.106%
11/6/2024Royce & Associates LP586,300$10.11M0.1%+6.6%4.191%
10/30/2024Cary Street Partners Asset Management LLC68,298$1.18M0.2%-1.2%0.491%
10/28/2024HM Payson & Co.48,188$831K0.0%-14.7%0.346%
10/11/2024 Novare Capital Management LLC50,800$876K0.1%-11.5%0.363%
8/16/2024Pacific Ridge Capital Partners LLC251,524$3.92M0.9%-4.2%1.808%
8/14/2024Long Path Partners LP940,798$14.67M5.8%+23.8%6.725%
8/12/2024Hsbc Holdings PLC17,888$270K0.0%N/A0.129%
8/9/2024Renaissance Technologies LLC173,037$2.70M0.0%+11.5%1.244%
8/9/2024Dimensional Fund Advisors LP206,376$3.22M0.0%-1.2%1.484%
8/9/2024Diamond Hill Capital Management Inc.123,722$1.93M0.0%+29.7%0.889%
8/6/2024 Koss Olinger Consulting LLC29,324$457K0.0%N/A0.211%
8/2/2024 Novare Capital Management LLC57,400$895K0.1%-10.9%0.413%
8/1/2024Rhumbline Advisers15,230$237K0.0%+15.7%0.109%
7/30/2024First Personal Financial Services6,000$94K0.0%+50.0%0.043%
7/26/2024 Bank of New York Mellon Corp47,454$740K0.0%+17.0%0.341%
7/20/2024 Hennion & Walsh Asset Management Inc.10,526$164K0.0%-25.3%0.076%
6/20/2024HM Payson & Co.46,888$741K0.0%+1,784.6%0.337%
5/28/2024 Boston Partners242,353$3.83M0.0%-6.6%1.742%
5/16/2024Ancora Advisors LLC154,528$2.44M0.1%+5.6%1.111%
5/16/2024Invenomic Capital Management LP207,358$3.28M0.2%-21.9%1.491%
5/15/2024Perritt Capital Management Inc.195,240$3.09M1.7%-1.6%1.404%
5/15/2024Quadrature Capital Ltd33,242$519K0.0%+6.7%0.239%
5/14/2024Heron Bay Capital Management10,261$162K0.0%N/A0.074%
5/13/2024O Shaughnessy Asset Management LLC13,515$214K0.0%-42.9%0.097%
5/10/2024Vanguard Group Inc.522,136$8.26M0.0%+0.9%3.754%
Altucher: Trump’s Great Gain is starting (Ad)

New Hampshire just launched a Strategic Crypto Reserve — and James Altucher says it’s the first sign that “Trump’s Great Gain” has officially begun. Altucher believes select cryptos could turn $900 into $108,000 over the next 12 months — and he’s laying out the full gameplan in a new presentation.

See Altucher’s Trump crypto prediction here
5/9/2024Pacific Ridge Capital Partners LLC262,456$4.15M0.9%-4.9%1.887%
5/8/2024Russell Investments Group Ltd.49,502$783K0.0%+6.2%0.356%
5/1/2024BNP Paribas Financial Markets8,450$134K0.0%+8.9%0.061%
4/26/2024First Personal Financial Services4,000$63K0.0%N/A0.029%
4/26/2024 Mesirow Financial Investment Management Inc.10,606$168K0.0%-23.1%0.076%
4/19/2024 Mesirow Financial Investment Management Inc.10,606$168K0.8%-23.1%0.076%
3/25/2024Quadrature Capital Ltd31,143$529K0.0%N/A0.224%
2/26/2024Virtu Financial LLC10,865$185K0.0%N/A0.078%
2/15/2024Perritt Capital Management Inc.198,486$3.37M1.9%-2.4%1.429%
2/14/2024Invenomic Capital Management LP265,540$4.51M0.2%+23.4%1.912%
(Data available from 1/1/2016 forward)

SAMG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SAMG shares?

During the previous two years, 63 institutional investors and hedge funds held shares of Silvercrest Asset Management Group. The most heavily invested institutionals were Long Path Partners LP ($14.89M), Royce & Associates LP ($9.38M), Vanguard Group Inc. ($8.26M), Dimensional Fund Advisors LP ($3.84M), Punch & Associates Investment Management Inc. ($3.75M), Pacific Ridge Capital Partners LLC ($3.60M), and Keeley Teton Advisors LLC ($3.49M).Learn more on Silvercrest Asset Management Group's institutional investors.

What percentage of Silvercrest Asset Management Group's stock is owned by institutional investors?

47.59% of Silvercrest Asset Management Group's stock is owned by institutional investors. Learn more on SAMG's institutional investor holdings.

Which institutional investors have been buying Silvercrest Asset Management Group's stock?

Of the 47 institutional investors that purchased Silvercrest Asset Management Group's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Long Path Partners LP ($180.63K), Cary Street Partners Investment Advisory LLC ($131.35K), Cary Street Partners Financial LLC ($65.06K), Invenomic Capital Management LP ($50.39K), Diamond Hill Capital Management Inc. ($49.54K), HM Payson & Co. ($44.40K), and Royce & Associates LP ($36.06K).

How much institutional buying is happening at Silvercrest Asset Management Group?

Institutional investors have bought a total of 520,642 shares in the last 24 months. This purchase volume represents approximately $8.66M in transactions.

Which of Silvercrest Asset Management Group's major shareholders have been selling company stock?

Of the 24 institutional investors that sold Silvercrest Asset Management Group's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Punch & Associates Investment Management Inc. ($200.67K), HM Payson & Co. ($35.04K), Long Path Partners LP ($30.47K), Pacific Ridge Capital Partners LLC ($25.03K), Perritt Capital Management Inc ($24.94K), Novare Capital Management LLC ($20.90K), and Bank of New York Mellon Corp ($17.59K).

How much institutional selling is happening at Silvercrest Asset Management Group?

Institutional investors have sold a total of 456,046 shares in the last 24 months. This volume of shares sold represents approximately $7.67M in transactions.



This page (NASDAQ:SAMG) was last updated on 8/10/2025 by MarketBeat.com Staff
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