Silvercrest Asset Management Group Ownership | Who Owns Silvercrest Asset Management Group?
Silvercrest Asset Management Group Ownership Summary
Silvercrest Asset Management Group is owned by 63.29% institutional investors, 16.66% insiders, and 20.05% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 8.62% of SAMG shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.51% of its assets in Silvercrest Asset Management Group shares.
SAMG Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Silvercrest Asset Management Group | 63.29% | 16.66% | 20.05% |
| Sector | Financial Services Stocks | 71.97% | 15.45% | 12.58% |
| Industry | Asset Management Stocks | 32.52% | 9.69% | 57.79% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 822.14K | 8.62% | $15.12M |
| Blackrock | 707.76K | 7.47% | $11.03M |
| Royce & associates lp | 580.00K | 6.08% | $10.67M |
| Vanguard group | 553.41K | 5.80% | $10.18M |
| Boston partners | 230.10K | 2.43% | $3.59M |
| Pacific ridge capital partners | 231.30K | 2.42% | $4.25M |
| Keeley-teton advisors | 228.46K | 2.39% | $4.20M |
| Geode capital management | 223.97K | 2.35% | $4.12M |
| Dimensional fund advisors lp | 208.76K | 2.19% | $3.84M |
| Perritt capital management | 163.87K | 1.72% | $3.01M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Perritt capital management | 163.87K | 1.57% | $3.01M |
| Pacific ridge capital partners | 231.30K | 0.98% | $4.25M |
| Teton advisors | 59.40K | 0.56% | $1.09M |
| Keeley-teton advisors | 228.46K | 0.49% | $4.20M |
| Cary street partners asset management | 69.11K | 0.16% | $1.08M |
| Royce & associates lp | 580.00K | 0.10% | $10.67M |
| Globeflex capital l p | 63.52K | 0.10% | $1.17M |
| Roberts glore & co inc /il/ | 14.73K | 0.08% | $270.94K |
| Ancora advisors | 162.91K | 0.07% | $3.00M |
| Appleton partners inc/ma | 31.65K | 0.04% | $582.00K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock | 707.76K | 0.00% | 173.22K |
| Vanguard group | 553.41K | 0.00% | 35.61K |
| Bank of america corp /de/ | 23.53K | - | 15.96K |
| Jpmorgan chase | 35.58K | - | 14.98K |
| Hm payson | 56.52K | 0.02% | 9.63K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Long path partners lp | - | - | -910.33K |
| Punch & associates investment management | - | - | -229.21K |
| Invenomic capital management lp | - | - | -207.36K |
| Banc funds | - | - | -130.92K |
| Cary street partners investment advisory | - | - | -71.24K |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -2.00 |
| First horizon advisors | -33.00 |
| Riverview trust | -39.00 |
| Allspring global investments | -47.00 |
| Capital performance advisors llp | -57.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2025 | 77 | 5.48% | 6,064,380 | -4.52% | 63 | 1.43% | 29 | -6.45% | 29 | 31.82% |
| Dec 31, 2024 | 67 | -14.10% | 5,535,361 | -14.66% | 58 | 1.26% | 30 | -25.00% | 19 | - |
| Sep 30, 2024 | 78 | 2.63% | 6,486,566 | -0.08% | 67 | 1.46% | 40 | 11.11% | 19 | -20.83% |
| Jun 30, 2024 | 75 | -1.32% | 6,459,911 | -0.92% | 68 | 1.41% | 36 | 44.00% | 24 | -20.00% |
| Mar 31, 2024 | 76 | -7.32% | 6,520,018 | -1.50% | 69 | 1.39% | 25 | -34.21% | 30 | 20.00% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 325.07K | 3.51% | - |
| Vanguard US Total Market Shares ETF | 331.18K | 3.47% | 381.00 |
| Royce Micro Cap Trust | 302.76K | 3.27% | - |
| Royce Micro-Cap Trust Inc | 302.76K | 3.17% | -2.51K |
| iShares Russell 2000 ETF | 232.82K | 2.76% | -4.41K |
| Pacific Ridge Capital Ptnrs Micro Cp Val | 233.37K | 2.44% | -13.63K |
| Keeley Gabelli Small Cap Dividend I | 188.93K | 2.04% | - |
| Keeley Small Cap Dividend Value I | 188.93K | 2.00% | -7.58K |
| Boston Partners Small Cap Value II Inv | 160.68K | 1.74% | -2.91K |
| Vanguard Institutional Extnd Mkt Idx Tr | 159.47K | 1.72% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Apr 30, 2024 | Long Path Smaller Companies Fund, LP | - | Buy | $76.94K |
| Mar 13, 2024 | Gray John Allen | Managing Director | Buy | $49.66K |
| Apr 20, 2020 | HOUGH RICHARD R III | Chairman and CEO | Buy | $340.20 |
| Apr 17, 2020 | HOUGH RICHARD R III | Chairman and CEO | Buy | $49.65K |
| Apr 15, 2020 | Gray John Allen | Managing Director | Buy | $396.03 |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q2 | - | - |
| 2024 Q2 | 1 | - |
| 2024 Q1 | 1 | - |
| 2023 Q3 | - | - |
| 2023 Q2 | - | - |
SAMG Ownership FAQ
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