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
$15.49
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
4,692,897
Total reported value
$71,284,371
% of total 13F portfolios
0%
Share change
-285,463
Value change
-$4,382,152
Number of holders
79
Price from insider filings
$15.49
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% $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 Dec 2025, 79 institutional investors reported holding 4,692,897 shares of Silvercrest Asset Management Group Inc. - Class A Common Stock (SAMG). This represents 56% 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 50% 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. 11% 964,891 -0.93% 0% $14,656,694
VANGUARD GROUP INC 5.9% 495,345 -8% 0% $7,524,291
ROYCE & ASSOCIATES LP 4.2% 350,924 -8.9% 0.05% $5,330,536
Boston Partners 2.8% 232,310 +9.3% 0% $3,528,790
DIMENSIONAL FUND ADVISORS LP 2.4% 206,084 -3.3% 0% $3,130,525
Pacific Ridge Capital Partners, LLC 2.4% 205,877 -2.9% 0.69% $3,127,272
GEODE CAPITAL MANAGEMENT, LLC 2.3% 192,540 -6.5% 0% $2,925,021
STATE STREET CORP 2.3% 190,649 -1.1% 0% $2,895,958
DIAMOND HILL CAPITAL MANAGEMENT INC 2.2% 189,085 +9.9% 0.01% $2,872,201
GABELLI FUNDS LLC 2.2% 184,887 0% 0.02% $2,808,434
RENAISSANCE TECHNOLOGIES LLC 1.9% 157,037 -12% 0% $2,385,392
Rothschild Wealth LLC 1.5% 128,398 0.19% $1,950,368
Perritt Capital Management Inc 1.5% 128,398 0% 3.3% $1,950,368
GOLDMAN SACHS GROUP INC 1.2% 99,056 +24% 0% $1,504,661
MORGAN STANLEY 1.1% 91,531 -21% 0% $1,390,367
Ancora Advisors LLC 0.68% 57,258 -63% 0.02% $869,749
Teton Advisors, LLC 0.64% 54,000 -1.8% 0.57% $820,260
NORTHERN TRUST CORP 0.59% 49,766 -21% 0% $755,945
BARCLAYS PLC 0.54% 45,889 -5.3% 0% $697,054
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.49% 41,015 -2.4% 0% $623,018
MARSHALL WACE, LLP 0.48% 40,852 +18% 0% $620,542
TWO SIGMA ADVISERS, LP 0.47% 40,100 -41% 0% $609,119
APPLETON PARTNERS INC/MA 0.37% 31,650 0% 0.03% $481,000
Connor, Clark & Lunn Investment Management Ltd. 0.35% 29,932 +8.6% 0% $454,667
TWO SIGMA INVESTMENTS, LP 0.35% 29,553 -49% 0% $448,910

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 4,692,897 $71,284,371 -$4,382,152 $15.19 79
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
2019 Q4 6,359,717 $80,008,857 +$299,775 $12.58 55
2019 Q3 6,343,504 $78,021,884 -$1,940,339 $12.30 60
2019 Q2 6,499,325 $91,180,651 -$725,245 $14.03 59
2019 Q1 6,579,221 $93,755,108 -$1,751,528 $14.25 57
2018 Q4 6,653,661 $87,988,026 -$377,363 $13.23 61
2018 Q3 6,657,562 $92,202,698 +$1,312,812 $13.85 63
2018 Q2 6,563,979 $106,992,511 +$2,149,977 $16.30 62
2018 Q1 6,433,772 $97,894,879 +$4,539,096 $15.20 50
2017 Q4 6,134,373 $98,396,617 +$2,353,281 $16.05 51
2017 Q3 5,976,575 $86,956,549 +$483,928 $14.55 45
2017 Q2 5,950,228 $80,026,289 +$252,671 $13.45 48
2017 Q1 5,931,845 $78,888,519 +$4,893,986 $13.30 53
2016 Q4 5,928,827 $77,964,207 +$529,383 $13.15 57
2016 Q3 5,869,842 $69,669,807 -$867,813 $11.87 55
2016 Q2 5,941,983 $72,726,963 +$4,264,257 $12.24 55
2016 Q1 5,589,231 $71,207,000 +$1,375,084 $12.74 45
2015 Q4 5,490,386 $65,272,682 +$1,478,518 $11.89 41
2015 Q3 5,376,073 $58,113,000 -$3,131,457 $10.81 40
2015 Q2 5,163,789 $72,624,000 -$3,289,017 $14.06 48
2015 Q1 5,667,040 $80,838,226 +$2,692,382 $14.25 57
2014 Q4 5,475,138 $85,674,401 +$4,389,486 $15.65 52
2014 Q3 5,207,663 $70,933,830 +$8,778,056 $13.62 59
2014 Q2 4,558,560 $78,377,038 -$3,151,195 $17.21 55
2014 Q1 4,734,407 $86,572,601 -$1,696,289 $18.29 50