Company · Ownership research

Silvercrest Asset Management Group Inc. SAMG

CIK 0001549966 · CUSIP 828359109

Insider tradingInitial holdingsInstitutional holders

Quarter-end disclosures, not live holdings.

Several CUSIPs are reported for this company; this page shows CUSIP 828359109 (SAMG), not CUSIP 828359959 (SAMG), CUSIP 828359909 (SAMG), and does not merge CUSIPs.

This page lists the top 20 of 57 rows by value; the complete set is available through the API.

Some filings reported values in thousands; those figures were scaled ×1,000 to dollars.

Top 20 institutions

Weight means this stock's share of the manager's own portfolio.

By reported value

#	Manager	Value	Manager weight	Change vs prior	Source
01	DIAMOND HILL CAPITAL MANAGEMENT INC CIK 1217541 · View history	$3.82M 361,861 shares	0.04%	+317(+0.10%)Added	SEC filing ↗ Nov 10, 2026	▾
02	GEODE CAPITAL MANAGEMENT, LLC CIK 1214717 · View history	$2.04M 193,533 shares	0.00%	-936(-0.50%)Reduced	SEC filing ↗ Nov 6, 2026	▾
03	DIMENSIONAL FUND ADVISORS LP CIK 354204 · View history	$1.75M 165,557 shares	0.00%	-27.79K(-14.40%)Reduced	SEC filing ↗ Nov 4, 2026	▾
04	STATE STREET CORP CIK 93751 · View history	$1.67M 158,225 shares	0.00%	-26.27K(-14.20%)Reduced	SEC filing ↗ Nov 12, 2026	▾
05	GABELLI FUNDS LLC CIK 1081407 · View history	$1.61M 152,188 shares	0.01%	0(0.00%)Unchanged	SEC filing ↗ Nov 12, 2026	▾
06	North Star Investment Management Corp. CIK 1342857 · View history	$1.16M 110,000 shares	0.06%	0(0.00%)Unchanged	SEC filing ↗ Oct 27, 2026	▾
07	Russell Investments Group, Ltd. CIK 1692234 · View history	$718.85K 68,069 shares	0.00%	+62.73K(+1,174.90%)Added	SEC filing ↗ Nov 6, 2026	▾
08	CM WEALTH ADVISORS LLC CIK 1764581 · View history	$694.06K 65,725 shares	0.12%	+20.42K(+45.10%)Added	SEC filing ↗ Nov 10, 2026	▾
09	Teton Advisors, LLC CIK 2086025 · View history	$564.96K 53,500 shares	0.37%	0(0.00%)Unchanged	SEC filing ↗ Nov 12, 2026	▾
10	BARCLAYS PLC CIK 312069 · View history	$347.94K 32,949 shares	0.00%	+133(+0.40%)Added	SEC filing ↗ Nov 6, 2026	▾
11	ACADIAN ASSET MANAGEMENT LLC CIK 916542 · View history	$338.00K 32,287 shares	0.00%	+26.14K(+425.20%)Added	SEC filing ↗ Nov 9, 2026	▾
12	APPLETON PARTNERS INC/MA CIK 1055290 · View history	$334.00K 31,650 shares	0.02%	0(0.00%)Unchanged	SEC filing ↗ Oct 30, 2026	▾
13	R Squared Ltd CIK 1896148 · View history	$319.57K 30,262 shares	0.17%	+13.92K(+85.20%)Added	SEC filing ↗ Nov 6, 2026	▾
14	GAMCO INVESTORS, INC. ET AL CIK 807249 · View history	$258.69K 24,497 shares	0.00%	0(0.00%)Unchanged	SEC filing ↗ Nov 12, 2026	▾
15	RENAISSANCE TECHNOLOGIES LLC CIK 1037389 · View history	$235.49K 22,300 shares	0.00%	-145.87K(-86.70%)Reduced	SEC filing ↗ Nov 12, 2026	▾
16	Connor, Clark & Lunn Investment Management Ltd. CIK 1596800 · View history	$226.29K 21,429 shares	0.00%	+941(+4.60%)Added	SEC filing ↗ Nov 10, 2026	▾
17	Bank of New York Mellon Corp CIK 1390777 · View history	$216.56K 20,507 shares	0.00%	+1.37K(+7.20%)Added	SEC filing ↗ Nov 5, 2026	▾
18	Rothschild Wealth LLC CIK 1811345 · View history	$190.58K 18,048 shares	0.01%	-402(-2.20%)Reduced	SEC filing ↗ Nov 12, 2026	▾
19	Nuveen, LLC CIK 1871926 · View history	$167.47K 15,859 shares	0.00%	+169(+1.10%)Added	SEC filing ↗ Nov 10, 2026	▾
20	RAYMOND JAMES FINANCIAL INC CIK 720005 · View history	$161.78K 15,320 shares	0.00%	+302(+2.00%)Added	SEC filing ↗ Nov 12, 2026	▾

Showing 20 / 57 institutions. The complete set is available through the API.

Coverage & totals by quarter

Reporting institutions

Cancelled or null records excluded

Disclosed shares

1,670,384

Not deduplicated across managers

Disclosed value

$17.64M

Not market cap or free float

Reporting institutions by quarter

Counts also change with data coverage and reporting entities; they do not measure net buying. Distinct managers with a live stock row in this CUSIP; totals may include overlapping filings and are not a share of the company.

Silvercrest Asset Management Group Inc. · Q3 2026

Explore all 57 reporting institutions.

This page includes 20 of 57 reporting institutions. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.

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Sources, coverage & how to read this data

Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.