Silvercrest Asset Management Group Inc. (SAMG) Institutional Ownership
Q1 2026 13F Data|Updated 2026-06-13
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Institutional ownership decreased this quarter (-9.71 pp), while top 10 holders maintain a highly concentrated 67.6% of value.
Institutional Ownership72.6%$61M total value · ▼ 9.71 pp vs prior quarter
Can exceed 100% due to securities lending, short interest, and reporting timing differences.
Smart Money Score57 / 100Neutral
Based on ownership concentration, fund quality, buying/selling activity, conviction signals, and institutional trend.
Institutions & Flow91 holders+12 net flow (+22 / -10)
AI Insights & Key Takeaways
- Positive Institutional Flow (+12)
- Marquee funds including Renaissance Technologies Llc and Two Sigma Investments, Lp maintain significant positions
- Top 10 holders control 67.6% of institutional value
- No Insider Signal
Top Institutional Holders of SAMG
Ranked by reported Q1 2026 13F market value
Top 10 Holders
67.6%
Top 25 Holders
90.9%
Share of total reported institutional value in SAMG held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 945K | $12.7M | -2.0% | 12.305% | 0.00% |
| 2 | ROYCE & ASSOCIATES LP | 351K | $4.7M | 0.0% | 4.568% | 0.05% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 316K | $4.2M | — | 4.115% | 0.00% |
| 4 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 245K | $3.3M | — | 3.190% | 0.19% |
| 5 | Boston Partners | 243K | $3.3M | +4.6% | 3.162% | 0.00% |
| 6 | Pacific Ridge Capital Partners, LLC | 207K | $2.8M | +0.4% | 2.691% | 0.60% |
| 7 | DIMENSIONAL FUND ADVISORS LP | 204K | $2.7M | -1.1% | 2.652% | 0.00% |
| 8 | DIAMOND HILL CAPITAL MANAGEMENT INC | 190K | $2.6M | +0.5% | 2.474% | 0.02% |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 178K | $2.4M | -7.6% | 2.315% | 0.00% |
| 10 | STATE STREET CORP | 170K | $2.3M | -11.1% | 2.207% | 0.00% |
| 11 | RENAISSANCE TECHNOLOGIES LLC | 162K | $2.2M | +3.0% | 2.106% | 0.00% |
| 12 | GABELLI FUNDS LLC | 152K | $2.0M | -17.7% | 1.981% | 0.01% |
| 13 | GOLDMAN SACHS GROUP INC | 120K | $1.6M | +20.8% | 1.557% | 0.00% |
| 14 | North Star Investment Management Corp. | 110K | $1.5M | — | 1.432% | 0.09% |
| 15 | MORGAN STANLEY | 84K | $1.1M | -8.1% | 1.095% | 0.00% |
| 16 | HSBC HOLDINGS PLC | 64K | $857K | — | 0.839% | 0.00% |
| 17 | Teton Advisors, LLC | 54K | $719K | -0.9% | 0.696% | 0.51% |
| 18 | NORTHERN TRUST CORP | 52K | $704K | +5.3% | 0.682% | 0.00% |
| 19 | VANGUARD FIDUCIARY TRUST CO | 50K | $675K | — | 0.653% | 0.00% |
| 20 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 40K | $531K | -3.6% | 0.515% | 0.00% |
| 21 | VANGUARD PORTFOLIO MANAGEMENT LLC | 39K | $518K | — | 0.501% | 0.00% |
| 22 | BARCLAYS PLC | 35K | $477K | -22.7% | 0.462% | 0.00% |
| 23 | TWO SIGMA INVESTMENTS, LP | 31K | $418K | +5.1% | 0.404% | 0.00% |
| 24 | CITADEL ADVISORS LLC | 30K | $407K | — | 0.394% | 0.00% |
| 25 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 30K | $397K | +12.1% | 0.385% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in SAMG — a direct measure of their conviction.
Quarterly Institutional Activity
Filings activity in SAMG during Q1 2026, grouped by how each filer changed its position.
SAMG Institutional Ownership by Quarter
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 91 | +15% | 72.57% | 9.71 pp | $61M | 12% |
| Q4 2025 | 79 | 8.1% | 82.28% | 12.32 pp | $69M | 13% |
| Q3 2025 | 86 | +7.5% | 94.60% | 4.98 pp | $79M | 5.0% |
| Q2 2025 | 80 | +3.9% | 99.58% | 17.33 pp | $83M | 15% |
| Q1 2025 | 77 | +2.7% | 116.91% | 20.90 pp | $98M | 15% |
| Q4 2024 | 75 | 6.3% | 137.81% | +5.52 pp | $115M | +4.2% |
| Q3 2024 | 80 | +1.3% | 132.29% | +13.02 pp | $110M | +11% |
| Q2 2024 | 79 | — | 119.27% | — | $100M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
SAMG — Frequently Asked Questions
Quick answers to the most common questions about buying SAMG stock.
What percentage of SAMG is owned by institutions?
Based on Q1 2026 13F filings, institutional ownership of Silvercrest Asset Management Group Inc. stands at 72.6%, held across 91 reporting institutions.
Who is the largest institutional holder of SAMG?
BlackRock, Inc. is the largest reported institutional holder of SAMG, with approximately 945,252 shares worth $0.01B as of Q1 2026.
Is SAMG a hedge fund favorite?
Yes — 3 widely-followed marquee investors appear among the top 25 institutional holders of SAMG, including RENAISSANCE TECHNOLOGIES LLC, TWO SIGMA INVESTMENTS, LP, CITADEL ADVISORS LLC.
What is SAMG's Smart Money Score?
Our composite Smart Money Score for SAMG is 57 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
How many institutions bought SAMG this quarter?
22 institutions opened new positions in SAMG during Q1 2026, while 10 fully exited. 8 added to existing positions and 58 trimmed.
How is institutional ownership of SAMG changing?
SAMG institutional ownership fell by 9.71 percentage points quarter-over-quarter, with a net change of +12 holders.
How concentrated is SAMG ownership among the top holders?
The top 10 institutions account for 67.6% of all reported 13F value in SAMG, and the top 25 account for 90.9%.
Where does this SAMG institutional ownership data come from?
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.