The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This stock page is the Follow view. The Build view lets your agent query SAMG owners, fund changes, insider filings, and source links through REST or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/SAMG"
Use Arkolith to show who owns SAMG, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $12.7M | 945K | ▼−2.0% Reduced · −20K sh | Q1 2026 | |
| 2 | VANGUARD GROUP INC | $7.5M | 495K | ▼−8.0% Reduced · −43K sh | Q4 2025 | |
| 3 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | $3.3M | 245K | ▲New +245K sh | Q1 2026 | |
| 4 | DIAMOND HILL CAPITAL MANAGEMENT INC | $2.6M | 190K | ▲+0.5% Added · +979 sh | Q1 2026 | |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | $2.4M | 178K | ▼−7.6% Reduced · −15K sh | Q1 2026 | |
| 6 | STATE STREET CORP | $2.3M | 170K | ▼−11% Reduced · −21K sh | Q1 2026 | |
| 7 | VANGUARD FIDUCIARY TRUST CO | $675K | 50K | ▲New +50K sh | Q1 2026 | |
| 8 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $531K | 40K | ▼−3.6% Reduced · −1K sh | Q1 2026 | |
| 9 | VANGUARD PORTFOLIO MANAGEMENT LLC | $518K | 39K | ▲New +39K sh | Q1 2026 | |
| 10 | CITADEL ADVISORS LLC | $407K | 30K | ▲New +30K sh | Q1 2026 | |
| 11 | Connor, Clark & Lunn Investment Management Ltd. | $360K | 27K | ▼−11% Reduced · −3K sh | Q1 2026 | |
| 12 | RITHOLTZ WEALTH MANAGEMENT | $248K | 18K | ▼−18% Reduced · −4K sh | Q1 2026 | |
| 13 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | $238K | 18K | —Held | Q1 2026 | |
| 14 | JACOBS LEVY EQUITY MANAGEMENT, INC | $174K | 13K | ▲New +13K sh | Q1 2026 | |
| 15 | Clearstead Advisors, LLC | $143K | 11K | ▼−56% Reduced · −13K sh | Q1 2026 | |
| 16 | HM PAYSON & CO | $89K | 7K | —Held | Q1 2026 | |
| 17 | Ancora Advisors LLC | $37K | 3K | ▼−95% Reduced · −55K sh | Q1 2026 | |
| 18 | Police & Firemen's Retirement System of New Jersey | $29K | 2K | —Held | Q1 2026 | |
| 19 | MEEDER ASSET MANAGEMENT INC | $19K | 1K | —Held | Q1 2026 | |
| 20 | CWM, LLC | $13K | 945 | ▲+214% Added · +644 sh | Q1 2026 | |
| 21 | Ameritas Investment Partners, Inc. | $10K | 744 | —Held | Q1 2026 | |
| 22 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $8K | 600 | —Held | Q1 2026 | |
| 23 | Sterling Capital Management LLC | $3K | 228 | ▼−43% Reduced · −169 sh | Q1 2026 | |
| 24 | FMR LLC | $2K | 185 | ▼−77% Reduced · −622 sh | Q1 2026 | |
| 25 | SBI Securities Co., Ltd. | $403 | 30 | ▲+114% Added · +16 sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Dec 10, 2025 | HOUGH RICHARD R III | Chairman and CEO, Director | Grant (A) | 509K | $0 |
| Dec 3, 2025 | GERARD SCOTT A | Chief Financial Officer | Grant (A) | 11K | $0 |
| Dec 3, 2025 | GERARD SCOTT A | Chief Financial Officer | Grant (A) | 11K | $0 |
| Dec 1, 2025 | Gray John Allen | Managing Director, Director | Buy (P) | 1K | $18K |
| Nov 28, 2025 | Gray John Allen | Managing Director, Director | Buy (P) | 6K | $76K |
| Nov 26, 2025 | Gray John Allen | Managing Director, Director | Buy (P) | 15K | $205K |
| May 5, 2025 | Burns Richard Jonathan | Director | Grant (A) | 3K | $0 |
| May 5, 2025 | Dunn Brian D | Director | Grant (A) | 8K | $0 |
| May 5, 2025 | Romfo Darla | Director | Grant (A) | 3K | $0 |
| May 1, 2024 | CAMPBELL DAVID J | General Counsel and Secretary | Grant (A) | 3K | $0 |
| May 1, 2024 | Romfo Darla | Director | Grant (A) | 3K | $0 |
| May 1, 2024 | Dunn Brian D | Director | Grant (A) | 8K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 25 funds | $9.0B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 25 funds | $3.1B |
| AMAZON.COM INCAMZN | 24 funds | $7.1B |
| ALPHABET INC-CL AGOOGL | 24 funds | $5.4B |
| META PLATFORMS INC-CLASS AMETA | 24 funds | $3.9B |
| JPMORGAN CHASE & COJPM | 24 funds | $3.3B |
| CHEVRON CORPCVX | 24 funds | $1.7B |
| BANK OF AMERICA CORPBAC | 24 funds | $1.2B |
| TJX COMPANIES INCTJX | 24 funds | $827.2M |
| WASTE MANAGEMENT INCWM | 24 funds | $788.8M |
| ADOBE INCADBE | 24 funds | $776.6M |
| GENERAL MOTORS COGM | 24 funds | $767.5M |
Ranked by how many of SAMG's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for SAMG. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.