​

Silvercrest Asset Management Group Ownership | Who Owns Silvercrest Asset Management Group?

OverviewRevenueFinancialsChartTranscripts

Silvercrest Asset Management Group Ownership Summary

Silvercrest Asset Management Group is owned by 58.01% institutional investors, 15.83% insiders, and 26.16% retail investors. Long path partners lp is the largest institutional shareholder, holding 9.86% of SAMG shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 3.47% of its assets in Silvercrest Asset Management Group shares.

SAMG Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockSilvercrest Asset Management Group58.01%15.83%26.16%
SectorFinancial Services Stocks 40.29%14.61%45.11%
IndustryAsset Management Stocks33.12%8.74%58.14%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Long path partners lp940.80K9.86%$17.30M
Blackrock funding, inc. /de822.14K8.62%$15.12M
Blackrock707.76K7.47%$11.03M
Royce & associates lp580.00K6.08%$10.67M
Vanguard group553.41K5.80%$10.18M
Punch & associates investment management451.95K4.77%$7.05M
Boston partners230.10K2.43%$3.59M
Pacific ridge capital partners231.30K2.42%$4.25M
Keeley-teton advisors228.46K2.39%$4.20M
Geode capital management223.97K2.35%$4.12M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Long path partners lp940.80K5.61%$17.30M
Perritt capital management163.87K1.57%$3.01M
Pacific ridge capital partners231.30K0.98%$4.25M
Teton advisors59.40K0.56%$1.09M
Keeley-teton advisors228.46K0.49%$4.20M
Punch & associates investment management451.95K0.41%$7.05M
Cary street partners asset management69.11K0.16%$1.08M
Royce & associates lp580.00K0.10%$10.67M
Globeflex capital l p63.52K0.10%$1.17M
Roberts glore & co inc /il/14.73K0.08%$270.94K

Top Buyers

HolderShares% AssetsChange
Blackrock707.76K0.00%173.22K
Cary street partners financial65.06K0.04%65.06K
Vanguard group553.41K0.00%35.61K
Fort point capital partners30.00K0.06%30.00K
Bank of america corp /de/23.53K-15.96K

Top Sellers

HolderShares% AssetsChange
Invenomic capital management lp---207.36K
Banc funds---130.92K
Cary street partners investment advisory---71.24K
Cary street partners asset management69.11K0.16%-46.60K
Perritt capital management163.87K1.57%-24.94K

New Positions

HolderShares% AssetsChangeValue
Cary street partners financial65.06K0.04%65.06K$1.20M
Fort point capital partners30.00K0.06%30.00K$551.70K

Sold Out

HolderChange
Nelson, van denburg & campbell wealth management group-2.00
Riverview trust-39.00
Allspring global investments-47.00
Capital performance advisors llp-57.00
Signaturefd-100.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Dec 31, 202467-14.10%5,535,361-14.66%581.26%30-25.00%19-
Sep 30, 2024782.63%6,486,566-0.08%671.46%4011.11%19-20.83%
Jun 30, 202475-1.32%6,459,911-0.92%681.41%3644.00%24-20.00%
Mar 31, 202476-7.32%6,520,018-1.50%691.39%25-34.21%3020.00%
Dec 31, 202382-6,619,2740.30%701.45%3815.15%25-

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Vanguard US Total Market Shares ETF331.18K3.47%381.00
Vanguard Total Stock Mkt Idx Inv325.07K3.40%-
Royce Micro Cap Trust305.26K3.23%-
Royce Micro-Cap Trust Inc302.76K3.17%-2.51K
iShares Russell 2000 ETF285.86K2.99%-2.48K
Pacific Ridge Capital Ptnrs Micro Cp Val233.37K2.44%-13.63K
Keeley Small Cap Dividend Value I196.52K2.06%-7.53K
Boston Partners Small Cap Value II Inv166.50K1.74%1.03K
Vanguard Institutional Extnd Mkt Idx Tr159.47K1.67%-
Royce Micro-Cap Invmt159.16K1.67%-2.62K

Recent Insider Transactions

DateNameRoleActivityValue
Apr 30, 2024Long Path Smaller Companies Fund, LP-Buy$76.94K
Mar 13, 2024Gray John Allen Managing DirectorBuy$49.66K
Apr 20, 2020HOUGH RICHARD R III Chairman and CEOBuy$340.20
Apr 17, 2020HOUGH RICHARD R III Chairman and CEOBuy$49.65K
Apr 15, 2020Gray John Allen Managing DirectorBuy$396.03

Insider Transactions Trends

DateBuySell
2024 Q21-
2024 Q11-
2023 Q3--
2023 Q2--
2022 Q4--

SAMG Ownership FAQ

Who Owns Silvercrest Asset Management Group?

Silvercrest Asset Management Group shareholders are primarily institutional investors at 58.01%, followed by 15.83% insiders and 26.16% retail investors. The average institutional ownership in Silvercrest Asset Management Group's industry, Asset Management Stocks, is 33.12%, which Silvercrest Asset Management Group exceeds.

Who owns the most shares of Silvercrest Asset Management Group?

Silvercrest Asset Management Group’s largest shareholders are Long path partners lp (940.8K shares, 9.86%), Blackrock funding, inc. /de (822.14K shares, 8.62%), and Blackrock (707.76K shares, 7.47%). Together, they hold 25.94% of Silvercrest Asset Management Group’s total shares outstanding.

Does Blackrock own Silvercrest Asset Management Group?

Yes, BlackRock owns 7.47% of Silvercrest Asset Management Group, totaling 707.76K shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 11.03M$. In the last quarter, BlackRock increased its holdings by 173.22K shares, a 32.40% change.

Who is Silvercrest Asset Management Group’s biggest shareholder by percentage of total assets invested?

Long path partners lp is Silvercrest Asset Management Group’s biggest shareholder by percentage of total assets invested, with 5.61% of its assets in 940.8K Silvercrest Asset Management Group shares, valued at 17.3M$.

Who is the top mutual fund holder of Silvercrest Asset Management Group shares?

Vanguard US Total Market Shares ETF is the top mutual fund holder of Silvercrest Asset Management Group shares, with 3.47% of its total shares outstanding invested in 331.18K Silvercrest Asset Management Group shares.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

  • Customize your own personal stocks lists, views and charts

  • Choose from hundreds of fields, up to 15 years of history

  • Conduct deep comparison analysis

  • Discover trending investment themes

  • Find your next best investment

  • Research stocks using tools