SAMG — Institutional owners (13F)

105 filers · $61.1M total · As of June 30, 2026

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institution Value Shares % of tracked 13F Type
BlackRock, Inc. $9,708,329 960,270 15.90% Shares
VANGUARD GROUP INC $7,524,291 495,345 12.32% Shares
Diamond Hill Capital Management, LLC (Investment Advisor) $3,655,210 361,544 5.99% Shares
Keeley-Teton Advisors, LLC $3,490,259 213,341 5.72% Shares
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. $3,295,057 325,921 5.40% Shares
VANGUARD CAPITAL MANAGEMENT LLC $3,163,146 312,873 5.18% Shares
Pacific Ridge Capital Partners, LLC $2,485,634 245,859 4.07% Shares
GEODE CAPITAL MANAGEMENT, LLC $1,966,926 194,469 3.22% Shares
DIMENSIONAL FUND ADVISORS LP $1,954,900 193,346 3.20% Shares
PERRITT CAPITAL MANAGEMENT INC $1,950,368 128,398 3.19% Shares
MORGAN STANLEY $1,900,127 187,944 3.11% Shares
STATE STREET CORP $1,865,275 184,498 3.05% Shares
RENAISSANCE TECHNOLOGIES LLC $1,700,178 168,168 2.78% Shares
ROYCE & ASSOCIATES LP $1,597,552 158,017 2.62% Shares
GABELLI FUNDS LLC $1,538,621 152,188 2.52% Shares
GOLDMAN SACHS GROUP INC $1,368,843 135,395 2.24% Shares
North Star Investment Management Corp. $1,112,100 110,000 1.82% Shares
Teton Advisors, Inc. $878,644 55,400 1.44% Shares
HSBC HOLDINGS PLC $636,306 62,200 1.04% Shares
TWO SIGMA ADVISERS, LP $609,119 40,100 1.00% Shares
Teton Advisors, LLC $540,885 53,500 0.89% Shares
NORTHERN TRUST CORP $517,087 51,146 0.85% Shares
VANGUARD FIDUCIARY TRUST CO $510,737 50,518 0.84% Shares
Boston Partners $493,980 48,861 0.81% Shares
CM WEALTH ADVISORS LLC $458,034 45,305 0.75% Shares
VANGUARD PORTFOLIO MANAGEMENT LLC $421,547 41,696 0.69% Shares
MARSHALL WACE, LLP $382,966 37,880 0.63% Shares
AQR CAPITAL MANAGEMENT LLC $335,255 33,161 0.55% Shares
BARCLAYS PLC $331,770 32,816 0.54% Shares
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $298,973 29,572 0.49% Shares
BANK OF AMERICA CORP /DE/ $293,069 28,988 0.48% Shares
ROBERTS GLORE & CO INC /IL/ $272,899 26,993 0.45% Shares
GAMCO INVESTORS, INC. ET AL $247,665 24,497 0.41% Shares
O'SHAUGHNESSY ASSET MANAGEMENT, LLC $230,639 22,813 0.38% Shares
MARTINGALE ASSET MANAGEMENT L P $223,785 22,135 0.37% Shares
Connor, Clark & Lunn Investment Management Ltd. $207,134 20,488 0.34% Shares
Bank of New York Mellon Corp $193,469 19,136 0.32% Shares
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $187,702 18,566 0.31% Shares
Rothschild Wealth LLC $186,531 18,450 0.31% Shares
BRIDGEWAY CAPITAL MANAGEMENT, LLC $178,967 17,702 0.29% Shares
CITADEL ADVISORS LLC $173,892 17,200 0.28% Put option
R Squared Ltd $165,208 16,341 0.27% Shares
Nuveen, LLC $158,626 15,690 0.26% Shares
RAYMOND JAMES FINANCIAL INC $151,834 15,018 0.25% Shares
PANAGORA ASSET MANAGEMENT INC $144,998 14,342 0.24% Shares
Wealthspire Advisors, LLC $142,511 14,096 0.23% Shares
JACOBS LEVY EQUITY MANAGEMENT, INC $116,022 11,476 0.19% Shares
SILVERCREST ASSET MANAGEMENT GROUP LLC $109,188 10,800 0.18% Shares
OCCUDO QUANTITATIVE STRATEGIES LP $106,600 10,544 0.17% Shares
RITHOLTZ WEALTH MANAGEMENT $101,747 10,064 0.17% Shares
BNP PARIBAS FINANCIAL MARKETS $94,599 9,357 0.15% Shares
DEUTSCHE BANK AG\ $67,939 6,720 0.11% Shares
RHUMBLINE ADVISERS $59,239 5,860 0.10% Shares
Russell Investments Group, Ltd. $53,972 5,339 0.09% Shares
WELLS FARGO & COMPANY/MN $52,538 5,197 0.09% Shares
HM PAYSON & CO $46,506 4,600 0.08% Shares
CITIGROUP INC $38,306 3,789 0.06% Shares
Vanguard Global Advisers, LLC $34,516 3,414 0.06% Shares
JPMORGAN CHASE & CO $30,385 2,950 0.05% Shares
ROYAL BANK OF CANADA $29,000 2,874 0.05% Shares
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. $28,884 2,857 0.05% Shares
Ancora Advisors LLC $27,833 2,753 0.05% Shares
UBS Group AG $22,676 2,243 0.04% Shares
Police & Firemen's Retirement System of New Jersey $21,716 2,148 0.04% Shares
NEW YORK STATE COMMON RETIREMENT FUND $19,007 1,880 0.03% Shares
Prestige Wealth Management Group LLC $18,198 1,800 0.03% Shares
PNC Financial Services Group, Inc. $16,824 1,664 0.03% Shares
MEEDER ASSET MANAGEMENT INC $14,114 1,396 0.02% Shares
CWM, LLC $12,706 945 0.02% Shares
Tower Research Capital LLC (TRC) $11,283 1,116 0.02% Shares
OSAIC HOLDINGS, INC. $10,442 1,033 0.02% Shares
FMR LLC $8,178 809 0.01% Shares
Ameritas Investment Partners, Inc. $7,522 744 0.01% Shares
Legal & General Group Plc $7,097 702 0.01% Shares
Pinnacle Wealth Planning Services, Inc. $6,855 678 0.01% Shares
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO $6,066 600 0.01% Shares
Arax Advisory Partners $5,611 555 0.01% Shares
HUNTINGTON NATIONAL BANK $4,620 457 0.01% Shares
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $3,817 284 0.01% Shares
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ $2,993 296 0.00% Shares
Spire Wealth Management $2,129 211 0.00% Shares
Rockefeller Capital Management L.P. $1,436 142 0.00% Shares
Piscataqua Savings Bank $1,263 125 0.00% Shares
Sterling Capital Management LLC $1,254 124 0.00% Shares
SBI Securities Co., Ltd. $1,163 115 0.00% Shares
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $859 85 0.00% Shares
JONES FINANCIAL COMPANIES LLLP $789 68 0.00% Shares
Allworth Financial LP $769 76 0.00% Shares
SIMPLEX TRADING, LLC $616 61 0.00% Shares
EverSource Wealth Advisors, LLC $486 48 0.00% Shares
Bogart Wealth, LLC $475 47 0.00% Shares
Essential Partners LLC $404 40 0.00% Shares
APPLETON PARTNERS INC/MA $320 31,650 0.00% Shares
GAMMA Investing LLC $313 31 0.00% Shares
IFP Advisors, Inc $243 24 0.00% Shares
Clearstead Advisors, LLC $233 23 0.00% Shares
Farther Finance Advisors, LLC $163 16 0.00% Shares
GSA CAPITAL PARTNERS LLP $134 13,242 0.00% Shares
ROTHSCHILD INVESTMENT LLC $71 7 0.00% Shares
Fortitude Family Office, LLC $71 7 0.00% Shares
Optiver Holding B.V. $61 6 0.00% Shares
ACADIAN ASSET MANAGEMENT LLC $60 6,147 0.00% Shares
SJS Investment Consulting Inc. $11 1 0.00% Shares
True Wealth Design, LLC $11 1 0.00% Shares
HARBOR CAPITAL ADVISORS, INC. $4 424 0.00% Shares