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Silvercrest Asset Manageme (SAMG)

CUSIP: 828359109 | NYSE | Financial Services · Asset Management | Micro Cap | 289 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13D/AEquinox Partners Investment Management LLC805,36510.3%+114,624Oct 14, 2026Not yet in a 13F
13D/AEquinox Partners, L.P.690,7418.8%New 5%+ stakeOct 8, 2026No 13F filer matched
13G/ABlackRock Portfolio Management LLC360,1444.7%Newly reportedJun 30, 2026No 13F filer matched
13D/AEquinox Partners Investment Management LLC805,365
10.3% of class · Oct 14, 2026+114,624
Not yet in a 13F
13D/AEquinox Partners, L.P.690,741
8.8% of class · Oct 8, 2026New 5%+ stake
No 13F filer matched
13G/ABlackRock Portfolio Management LLC360,144
4.7% of class · Jun 30, 2026Newly reported
No 13F filer matched

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP165,557
0.0% of portfolio›$1.7M
North Star Investment Management Corp.110,000
0.1% of portfolio›$1.2M
Appleton Partners Inc31,650
0.0% of portfolio›$334
Bank of New York Mellon Corp20,507
0.0% of portfolio›$216.6K
Shikiar Asset Management Inc10,600
0.0% of portfolio›$112
Mirae Asset Global Investments Co., Ltd.3,743
0.0% of portfolio›$39.5K
Gamma Investing LLC826
0.0% of portfolio›$8.7K
Pinnacle Wealth Planning Services, Inc.594
0.0% of portfolio›$6.3K
Harbor Capital Advisors, Inc.435
0.0% of portfolio›$5
Citigroup Inc309
0.0% of portfolio›$3.3K
Simplex Trading, LLC212
0.0% of portfolio›$2.2K
Spire Wealth Management211
0.0% of portfolio›$2.2K
EverSource Wealth Advisors, LLC139
0.0% of portfolio›$1.5K
SBI Securities Co., Ltd.133
0.0% of portfolio›$1.4K
Piscataqua Savings Bank125
0.0% of portfolio›$1.3K
Sterling Capital Management LLC123
0.0% of portfolio›$1.3K
Parkside Financial Bank & Trust58
0.0% of portfolio›$613
IFP Advisors, Inc48
0.0% of portfolio›$507
True Wealth Design, LLC45
0.0% of portfolio›$476
Essential Partners LLC38
0.0% of portfolio›$401
Root Financial Partners, LLC26
0.0% of portfolio›$275
Farther Finance Advisors, LLC25
0.0% of portfolio›$264
SJS Investment Consulting Inc.18
0.0% of portfolio›$191
MassMutual Private Wealth & Trust, FSB11
0.0% of portfolio›$116
Covestor Ltd9
0.0% of portfolio›$0
Fortitude Family Office, LLC2
0.0% of portfolio›$21
Caitong International Asset Management Co., Ltd1
0.0% of portfolio›$11
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
165,557$1.7M0.0%IndexLowAustin, TX2026-11-04
North Star Investment Management Corp.
110,000$1.2M0.1%CoreLowChicago, IL2026-10-27
Appleton Partners Inc
31,650$3340.0%GrowthLowBoston, MA2026-10-30
Bank of New York Mellon Corp
20,507$216.6K0.0%CoreLowNew York, NY2026-11-05
Shikiar Asset Management Inc
10,600$1120.0%CoreMediumNew York, NY2026-10-20
Mirae Asset Global Investments Co., Ltd.
3,743$39.5K0.0%GrowthLowSeoul, Malaysia2026-11-03
Gamma Investing LLC
826$8.7K0.0%IndexVery LowFoster City, CA2026-10-08
Pinnacle Wealth Planning Services, Inc.
594$6.3K0.0%GARPLowMansfield, OH2026-10-27
Harbor Capital Advisors, Inc.
435$50.0%ValueHighChicago, IL2026-10-22
Citigroup Inc
309$3.3K0.0%CoreMediumNew York, NY2026-11-04
Simplex Trading, LLC
212$2.2K0.0%CoreVery HighChicago, IL2026-11-04
Spire Wealth Management
211$2.2K0.0%GrowthMediumMclean, VA2026-10-30
EverSource Wealth Advisors, LLC
139$1.5K0.0%CoreMediumBirmingham, AL2026-11-04
SBI Securities Co., Ltd.
133$1.4K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Piscataqua Savings Bank
125$1.3K0.0%CoreVery LowPortsmouth, NH2026-10-21
Sterling Capital Management LLC
123$1.3K0.0%GARPMediumCharlotte, NC2026-10-22
Parkside Financial Bank & Trust
58$6130.0%CoreVery LowSaint Louis, MO2026-10-27
IFP Advisors, Inc
48$5070.0%GrowthLowTampa, FL2026-10-16
True Wealth Design, LLC
45$4760.0%ETFMediumAkron, OH2026-10-13
Essential Partners LLC
38$4010.0%ValueMediumRancho Santa Fe, CA2026-10-14
Root Financial Partners, LLC
26$2750.0%ETFMediumEncinitas, CA2026-10-21
Farther Finance Advisors, LLC
25$2640.0%IndexLowSan Francisco, CA2026-10-08
SJS Investment Consulting Inc.
18$1910.0%ETFVery LowSylvania, OH2026-10-26
MassMutual Private Wealth & Trust, FSB
11$1160.0%CoreLowSpringfield, MA2026-10-05
Covestor Ltd
9$00.0%ValueHighLondon, United Kingdom2026-10-30
Fortitude Family Office, LLC
2$210.0%ETFMediumScottsdale, AZ2026-10-14
Caitong International Asset Management Co., Ltd
1$110.0%GrowthVery HighHong Kong, South Korea2026-10-29