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SAMG Institutional Ownership & 13F Holders | SmartMoneyDB

SAMGSILVERCREST ASSET MGMT GROUP

CL A · CUSIP 828359109

Smart Money Ownership

Of the 7 tracked institutions holding SAMG, 2 have a 3-year clone track record — 2 of them beat the S&P. Average holder's clone alpha: +8.4pt. It's a gauge of who owns the name, not just how many.

Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →

SAMG (SILVERCREST ASSET MGMT GROUP) Institutional Ownership Summary

Among the 7 tracked institutional investors we monitor, SAMG (SILVERCREST ASSET MGMT GROUP) is held with a combined value of $25.27M across 1,815,821 shares. The largest holder is BlackRock, Inc. with a position worth $12.70M. 2 funds opened new positions in the most recent quarter. 1 fund increased its holdings. 4 funds reduced their position.

Total Institutional Value

$25.27M

Total Shares Held

1,815,821

Institutional Holders

This Quarter's Biggest Movers

Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.

Biggest Buyers

CITADEL ADVISORS LLCNew position~$407.3K AQR CAPITAL MANAGEMENT LLCNew position~$180.4K RENAISSANCE TECHNOLOGIES LLC+3% shares~$63.3K

Biggest Sellers

VANGUARD GROUP INC−8% shares~$654.3K

13F Institutional Holders

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RENAISSANCE TECHNOLOGIES LLC

AQR CAPITAL MANAGEMENT LLC

#	Fund	Value↓	Shares	Portfolio %	Change
1	BlackRock, Inc.	$12.70M	945,252	0.00%	-2.0%
2	VANGUARD GROUP INC	$7.52M	495,345	0.00%	-8.0%
3	STATE STREET CORP	$2.28M	169,570	0.00%	-11.1%
4	RENAISSANCE TECHNOLOGIES LLC	$2.17M	161,737	0.00%	+3.0%
5	CITADEL ADVISORS LLC	$407.34K	30,308	0.00%	New
6	AQR CAPITAL MANAGEMENT LLC	$180.42K	13,424	0.00%	New
7	FMR LLC	$2.48K	185	0.00%	-77.1%

Frequently Asked Questions

Which institutional investors own the most SAMG stock?

As of the latest SEC 13F filings, BlackRock, Inc. is the largest institutional holder of SAMG with a position worth $12.70M, representing 0.00% of their portfolio. In total, 7 institutional investors hold SAMG with a combined value of $25.27M.

Are hedge funds buying or selling SAMG?

In the most recent quarter, 2 funds opened a new position in SAMG. Additionally, 1 increased their holdings and 4 reduced their positions.

What percentage of SAMG is owned by institutional investors?

Institutional investors hold $25.27M worth of SAMG stock across 7 positions. The largest institutional holder is BlackRock, Inc. with $12.70M in holdings.

What is a 13F filing and why does it matter for SAMG?

A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For SAMG, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.

Track SAMG institutional moves

Get notified when hedge funds change their SAMG positions.