Among active 13F managers last quarter, 8 opened and 15 added, while 10 reduced; the largest holder to move was Diamond Hill Capital Management, LLC (Investment Advisor) (+90%). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
89 tracked 13F filers disclose a position in SAMG as of the latest SEC 13F filings, a combined $48.9M in reported value. 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.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 960K | $9.7M | ▲+1.6% Added · +15K sh | Q2 2026 | |
| 2 | Diamond Hill Capital Management, LLC (Investment Advisor) | 362K | $3.7M | ▲+90% Added · +171K sh | Q2 2026 | |
| 3 | Punch & Associates Investment Management, Inc. | 326K | $3.3M | ▲+33% Added · +81K sh | Q2 2026 | |
| 4 | Vanguard Capital Management LLC | 313K | $3.2M | ▼−1.0% Reduced · −3K sh | Q2 2026 | |
| 5 | Pacific Ridge Capital Partners, LLC | 246K | $2.5M | ▲+19% Added · +39K sh | Q2 2026 | |
| 6 | Boston Partners | 243K | $3.3M | ▲+4.6% Added · +11K sh | Q1 2026 | |
| 7 | Dimensional Fund Advisors LP | 204K | $2.7M | ▼−1.1% Reduced · −2K sh | Q1 2026 | |
| 8 | Geode Capital Management, LLC | 194K | $2.0M | ▲+9.4% Added · +17K sh | Q2 2026 | |
| 9 | State Street Corp | 184K | $1.9M | ▲+8.8% Added · +15K sh | Q2 2026 | |
| 10 | Renaissance Technologies LLC | 162K | $2.2M | ▲+3.0% Added · +5K sh | Q1 2026 | |
| 11 | Gabelli Funds LLC | 152K | $2.0M | ▼−18% Reduced · −33K sh | Q1 2026 | |
| 12 | Goldman Sachs Group Inc | 120K | $1.6M | ▲+21% Added · +21K sh | Q1 2026 | |
| 13 | Morgan Stanley | 84K | $1.1M | ▼−8.1% Reduced · −7K sh | Q1 2026 | |
| 14 | HSBC Holdings PLC | 64K | $857K | ▼−5.3% Reduced · −4K sh | Q1 2026 | |
| 15 | Teton Advisors, LLC | 54K | $541K | —Held | Q2 2026 | |
| 16 | Northern Trust Corp | 52K | $704K | ▲+5.3% Added · +3K sh | Q1 2026 | |
| 17 | Vanguard Fiduciary Trust Co | 51K | $511K | ▲+0.7% Added · +328 sh | Q2 2026 | |
| 18 | CM Wealth Advisors LLC | 45K | $458K | ▲New +45K sh | Q2 2026 | |
| 19 | Vanguard Portfolio Management LLC | 42K | $422K | ▲+8.3% Added · +3K sh | Q2 2026 | |
| 20 | Barclays PLC | 35K | $477K | ▼−23% Reduced · −10K sh | Q1 2026 | |
| 21 | Two Sigma Investments, LP | 31K | $418K | ▲+5.1% Added · +2K sh | Q1 2026 | |
| 22 | Arrowstreet Capital, Limited Partnership | 30K | $397K | ▲+12% Added · +3K sh | Q1 2026 | |
| 23 | Martingale Asset Management L P | 28K | $380K | —Held | Q1 2026 | |
| 24 | Bank Of America Corp | 27K | $364K | ▼−5.2% Reduced · −1K sh | Q1 2026 | |
| 25 | Gamco Investors, Inc. Et Al | 24K | $329K | ▼−3.2% Reduced · −800 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.
Last quarter, 8 funds opened a new position in SAMG and 15 added to an existing one, while 10 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Microsoft CorpMSFT | 39 funds | $62.1B |
| Alphabet Inc-CL AGOOGL | 37 funds | $35.7B |
| Meta Platforms Inc-Class AMETA | 37 funds | $19.3B |
| Tesla IncTSLA | 37 funds | $16.7B |
| JPMorgan Chase & CoJPM | 37 funds | $16.1B |
| Eli Lilly & CoLLY | 37 funds | $14.9B |
| Berkshire Hathaway Inc-CL BBRK/B | 37 funds | $10.7B |
| Costco Wholesale CorpCOST | 37 funds | $9.8B |
| Nvidia CorpNVDA | 36 funds | $87.0B |
| Apple IncAAPL | 36 funds | $70.0B |
| Amazon.com IncAMZN | 36 funds | $44.9B |
| Broadcom IncAVGO | 36 funds | $36.9B |
Ranked by how many of SAMG's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in SAMG.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| 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 |
| Apr 30, 2024 | Long Path Partners LP | 10% Owner | Buy (P) | 5K | $77K |
| Apr 30, 2024 | Long Path Holdings LLC | 10% Owner | Buy (P) | 5K | $77K |
| Mar 13, 2024 | Gray John Allen | Managing Director | Buy (P) | 3K | $50K |
| Apr 20, 2020 | Hough Richard R III | Chairman and CEO, Director | Buy (P) | 36 | $340 |
| Apr 17, 2020 | Hough Richard R III | Chairman and CEO, Director | Buy (P) | 5K | $50K |
| Apr 15, 2020 | Gray John Allen | Managing Director | Buy (P) | 43 | $396 |
| Apr 14, 2020 | Gray John Allen | Managing Director | Buy (P) | 8K | $74K |
| Apr 13, 2020 | Gray John Allen | Managing Director | Buy (P) | 3K | $26K |
| Aug 28, 2019 | Messina Al | Director | Sell (S) | 3K | $37K |
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 30 | 29 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for SAMG
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/SAMG/capital-change-brief"
Use Arkolith's capital_change_brief for SAMG. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
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.