SAMG · NASDAQ · Asset Management

Silvercrest Asset Management Group (SAMG)

Advises ultra-high-net-worth families and select institutions through investment management and family-office services.

$9.98
At close−0.19 (−1.87%)

Breakdown13F · 13D/G · Form 4

Institutions93 holders · as of Mar 31, 202638.40%4.55M shares
Insiders6 holders · as of May 8, 20263.69%437.8K shares
Strategic holders1 holder · as of Oct 17, 20253.79%448.6K shares
Otherremainder54.12%6.41M shares

11.85M company shares as of Sep 3, 2026 · institutions as of Mar 31, 2026 · holders as of their latest filing

Two share counts disagree (11.85M in the company's Sep 3, 2026 report, 7.68M elsewhere); stakes use the report.

This company has 2 share classes; every stake here is a share of the whole company.

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesEvidence
BlackRock, Inc.Institution
7.98%945,252 A13Fas of Mar 31, 2026
The Capital Management Corporation Tax id 54-1048352 CRD 112242Institution
6.94%822,29313D/Gfiled Feb 23, 2022
BlackRock Portfolio Management LLCStrategic
3.79%448,64813Gfiled Oct 17, 2025
Banc Fund VIII L.P.Institution
3.00%356,00013D/Gfiled Feb 14, 2017
Royce & Associates LPInstitution
2.96%350,924 A13Fas of Mar 31, 2026
Vanguard Capital Management LLCInstitution
2.67%316,089 A13Fas of Mar 31, 2026
Punch & Associates Investment Management, Inc.Institution
2.07%245,031 A13Fas of Mar 31, 2026
Boston PartnersInstitution
2.05%242,922 A13Fas of Mar 31, 2026
Pacific Ridge Capital Partners, LLCInstitution
1.74%206,686 A13Fas of Mar 31, 2026
Dimensional Fund Advisors LPInstitution
1.72%203,727 A13Fas of Mar 31, 2026
Diamond Hill Capital Management IncInstitution
1.60%190,064 A13Fas of Mar 31, 2026
Geode Capital Management, LLCInstitution
1.50%177,822 A13Fas of Mar 31, 2026
State Street CorpInstitution
1.43%169,570 A13Fas of Mar 31, 2026
John Allen GrayInsiderdirector, officer: Managing Director
1.42%42,895 A · 125,196 BForm 4filed Dec 1, 2025
Renaissance Technologies LLCInstitution
1.37%161,737 A13Fas of Mar 31, 2026
Scott A. GerardInsiderofficer: Chief Financial Officer
1.36%161,658 BForm 4filed Dec 5, 2025
Gabelli Funds LLCInstitution
1.28%152,188 A13Fas of Mar 31, 2026
Goldman Sachs Group IncInstitution
1.01%119,615 A13Fas of Mar 31, 2026
North Star Investment Management Corp.Institution
0.93%110,000 A13Fas of Mar 31, 2026
Morgan StanleyInstitution
0.71%84,092 A13Fas of Mar 31, 2026
HSBC Holdings PLCInstitution
0.54%64,433 A13Fas of Mar 31, 2026
Brian D. DunnInsiderdirector
0.54%63,699 AForm 4filed May 8, 2026
Teton Advisors, LLCInstitution
0.45%53,500 A13Fas of Mar 31, 2026
Northern Trust CorpInstitution
0.44%52,391 A13Fas of Mar 31, 2026
Vanguard Fiduciary Trust CoInstitution
0.42%50,190 A13Fas of Mar 31, 2026

13F — a manager's quarterly holdings · 13D/13G — an ownership statement filed at 5% or more · Form 4 — an insider's transaction report

Institutions13F, as of Mar 31, 2026

93 holders · 4.55M shares · 21 new positions · 40 increased · 35 reduced · 9 closed

HolderShares% of companyChg q/qFiled
BlackRock, Inc.945.3K7.98%−19.6KMay 13, 2026
Royce & Associates LP350.9K2.96%0May 12, 2026
Vanguard Capital Management LLC316.1K2.67%+316.1KnewMay 15, 2026
Punch & Associates Investment Management, Inc.245.0K2.07%+245.0KnewMay 15, 2026
Boston Partners242.9K2.05%+10.6KMay 11, 2026
Pacific Ridge Capital Partners, LLC206.7K1.74%+809May 11, 2026
Dimensional Fund Advisors LP203.7K1.72%−2.4KMay 7, 2026
Diamond Hill Capital Management Inc190.1K1.60%+979May 7, 2026

Ownership statements13D/G · 5% or more, as filed

Holder% of classSharesFormFiled
BlackRock, Inc.8.70%831.3KNov 8, 2024
BlackRock Portfolio Management LLC5.30%448.6K13GOct 17, 2025

Insider tradesForm 4

Latest trades

DateInsiderTypeSharesAvg priceOwned after
Nov 26, 2025
John Allen Graydirector, officer: Managing Director
Purchase15,000$13.6636,110
Nov 28, 2025
John Allen Graydirector, officer: Managing Director
Purchase5,500$13.8341,610
Dec 1, 2025
John Allen Graydirector, officer: Managing Director
Purchase1,285$13.8542,895

CongressHouse and Senate disclosures

Not reported.