Smartfinancial Inc.
SMBK- Exchange
- NYSE
- Industry
- National Commercial Banks
- SEC CIK
- 0001038773
In the last 90 days, Smartfinancial Inc. insiders filed 0 open-market purchases and 2 sales; 184 institutions reported holding it in 13F filings for Q2 2026, worth $536.5M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Smartfinancial Inc. as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 184
- +10 vs. Q1 2026
- Shares held
- 11.5M
- +612.1K (+5.6%) vs. Q1 2026
- Total value
- $536.5M
- +$112.9M (+26.7%) vs. Q1 2026
- New holders
- 24
- 86 more added
- Sold out
- 14
- 41 more reduced
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SMBK on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 184 | $536.5M |
| Q1 2026 | 175 | $423.7M |
| Q4 2025 | 166 | $394.1M |
| Q3 2025 | 160 | $355.1M |
| Q2 2025 | 151 | $333.3M |
| Q1 2025 | 139 | $303.1M |
| Q4 2024 | 128 | $298.3M |
| Q3 2024 | 116 | $274.9M |
| Q2 2024 | 103 | $215.8M |
| Q1 2024 | 102 | $192.8M |
| Q4 2023 | 104 | $217.3M |
| Q3 2023 | 94 | $180.3M |
| Q2 2023 | 95 | $180.4M |
| Q1 2023 | 97 | $197.3M |
| Q4 2022 | 96 | $232.1M |
| Q3 2022 | 93 | $185.3M |
| Q2 2022 | 97 | $179.6M |
| Q1 2022 | 98 | $188.1M |
| Q4 2021 | 97 | $201.2M |
| Q3 2021 | 92 | $179.4M |
| Q2 2021 | 89 | $162.6M |
| Q1 2021 | 85 | $144.9M |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Smartfinancial Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 1,468,195 | $68.9M | 0.00% | +183,638+14.3% | Added |
| Dimensional Fund Advisors LP | 836,086 | $39.2M | 0.01% | −3020.0% | Reduced |
| Vanguard Capital Management LLC | 679,819 | $31.9M | 0.00% | −598−0.1% | Reduced |
| First Eagle Investment Management, LLC | 638,678 | $30.0M | 0.02% | +414,639+185.1% | Added |
| Wellington Management Group LLP | 594,386 | $27.9M | 0.00% | −80,961−12.0% | Reduced |
| State Street Corp | 457,060 | $21.4M | 0.00% | +16,528+3.8% | Added |
| American Century Companies Inc | 448,667 | $21.1M | 0.01% | +76,854+20.7% | Added |
| Private Capital Management, LLC | 432,512 | $20.3M | 1.84% | +4,365+1.0% | Added |
| Geode Capital Management, LLC | 381,419 | $17.9M | 0.00% | +26,058+7.3% | Added |
| Acadian Asset Management LLC | 346,492 | $16.3M | 0.02% | +62,313+21.9% | Added |
| Cravens & Co Advisors, LLC | 220,400 | $10.3M | 6.94% | −300.0% | Reduced |
| Salzhauer Michael | 211,013 | $9.90M | 3.64% | −1,657−0.8% | Reduced |
| Two Sigma Investments, LP | 188,433 | $8.84M | 0.01% | +18,549+10.9% | Added |
| CSM Advisors, LLC | 184,035 | $8.64M | 0.18% | +12,860+7.5% | Added |
| Morgan Stanley | 182,854 | $8.58M | 0.00% | +11,899+7.0% | Added |
| Basswood Capital Management, L.L.C. | 180,329 | $8.46M | 0.36% | +10,589+6.2% | Added |
| Northern Trust Corp | 152,895 | $7.17M | 0.00% | +8,349+5.8% | Added |
| Stieven Capital Advisors, L.P. | 147,534 | $6.92M | 1.32% | +300+0.2% | Added |
| Renaissance Technologies LLC | 147,181 | $6.91M | 0.01% | −5,093−3.3% | Reduced |
| Bridgeway Capital Management, LLC | 143,495 | $6.73M | 0.12% | +6,253+4.6% | Added |
| North Reef Capital Management LP | 137,089 | $6.43M | 0.25% | +10.0% | Added |
| Vanguard Portfolio Management LLC | 130,914 | $6.14M | 0.00% | +18,740+16.7% | Added |
| Alliancebernstein L.P. | 151,894 | $5.94M | 0.00% | +1,040+0.7% | Added |
| Charles Schwab Investment Management Inc | 123,934 | $5.81M | 0.00% | +2,279+1.9% | Added |
| Nuveen, LLC | 112,734 | $5.29M | 0.00% | +15,800+16.3% | Added |
| Vanguard Fiduciary Trust Co | 99,332 | $4.66M | 0.00% | +4,798+5.1% | Added |
| Banc Funds Co LLC | 97,626 | $4.58M | 0.76% | −52,461−35.0% | Reduced |
| JPMorgan Chase & Co | 94,236 | $4.44M | 0.00% | −181−0.2% | Reduced |
| Zacks Investment Management | 91,697 | $4.30M | 0.03% | +6,708+7.9% | Added |
| Empowered Funds, LLC | 86,995 | $4.08M | 0.02% | +6,253+7.7% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 86,330 | $4.05M | 0.01% | −7,267−7.8% | Reduced |
| Goldman Sachs Group Inc | 80,568 | $3.78M | 0.00% | −49,305−38.0% | Reduced |
| Bank of New York Mellon Corp | 79,830 | $3.75M | 0.00% | −889−1.1% | Reduced |
| Russell Investments Group, Ltd. | 78,646 | $3.69M | 0.00% | −24,198−23.5% | Reduced |
| Millennium Management LLC | 69,875 | $3.28M | 0.00% | −22,797−24.6% | Reduced |
| Panagora Asset Management Inc | 65,649 | $3.08M | 0.01% | +1,596+2.5% | Added |
| Martingale Asset Management L P | 65,317 | $3.06M | 0.07% | +11,548+21.5% | Added |
| Deprince Race & Zollo Inc | 64,702 | $3.04M | 0.05% | −63,022−49.3% | Reduced |
| Arrowstreet Capital, Limited Partnership | 63,767 | $2.99M | 0.00% | +13,386+26.6% | Added |
| AQR Capital Management LLC | 63,265 | $2.97M | 0.00% | +13,376+26.8% | Added |
| Trexquant Investment LP | 62,217 | $2.92M | 0.02% | +39,021+168.2% | Added |
| Elizabeth Park Capital Advisors, Ltd. | 59,042 | $2.77M | 1.91% | −5,000−7.8% | Reduced |
| First Trust Advisors LP | 48,823 | $2.29M | 0.00% | +2,233+4.8% | Added |
| Raymond James Financial Inc | 47,337 | $2.22M | 0.00% | +52+0.1% | Added |
| Stifel Financial Corp | 46,209 | $2.17M | 0.00% | −3,400−6.9% | Reduced |
| Regions Financial Corp | 46,139 | $2.16M | 0.01% | 00.0% | Unchanged |
| Bank of America Corp | 46,121 | $2.16M | 0.00% | −1,322−2.8% | Reduced |
| Los Angeles Capital Management LLC | 43,844 | $2.06M | 0.01% | +1,775+4.2% | Added |
| Rather & Kittrell, Inc. | 40,631 | $1.91M | 0.27% | +21,399+111.3% | Added |
| D. E. Shaw & Co., Inc. | 36,712 | $1.72M | 0.00% | −5,840−13.7% | Reduced |
| Patriot Investment Management Inc. | 34,938 | $1.64M | 0.10% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 34,094 | $1.60M | 0.00% | +13,300+64.0% | Added |
| SlateStone Wealth, LLC | 29,302 | $1.38M | 0.11% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 29,215 | $1.37M | 0.00% | +14,637+100.4% | Added |
| Caldwell Sutter Capital, Inc. | 28,431 | $1.33M | 0.50% | 00.0% | Unchanged |
| Creative Planning | 27,897 | $1.31M | 0.00% | +2,235+8.7% | Added |
| Franklin Resources Inc | 27,646 | $1.30M | 0.00% | −3,722−11.9% | Reduced |
| Victory Capital Management Inc | 27,600 | $1.29M | 0.00% | +750+2.8% | Added |
| BNP Paribas Arbitrage, SA | 23,636 | $1.11M | 0.00% | +5,646+31.4% | Added |
| Captrust Financial Advisors | 23,294 | $1.09M | 0.00% | +157+0.7% | Added |
| Citadel Advisors LLC | 23,139 | $1.09M | 0.00% | +13,109+130.7% | Added |
| LBMC Investment Advisors, LLC | 23,048 | $1.08M | 0.06% | 00.0% | Unchanged |
| HSBC Holdings PLC | 22,681 | $1.06M | 0.00% | +472+2.1% | Added |
| Bailard, Inc. | 21,800 | $1.02M | 0.02% | +600+2.8% | Added |
| Pinnacle Financial Partners, Inc. | 21,763 | $1.02M | 0.01% | 00.0% | Unchanged |
| FMR LLC | 20,891 | $980.2K | 0.00% | +15,070+258.9% | Added |
| LeConte Wealth Management, LLC | 20,341 | $954.4K | 0.52% | +19+0.1% | Added |
| Principal Financial Group Inc | 19,355 | $908.1K | 0.00% | +1,231+6.8% | Added |
| Rhumbline Advisers | 19,269 | $904.1K | 0.00% | +941+5.1% | Added |
| Invesco Ltd. | 18,501 | $868.1K | 0.00% | −4,936−21.1% | Reduced |
| Equitable Trust Co | 17,535 | $822.7K | 0.03% | +6,060+52.8% | Added |
| GWM Advisors LLC | 17,140 | $804.2K | 0.00% | −12,289−41.8% | Reduced |
| Silver Oak Securities, Inc | 16,018 | $751.6K | 0.05% | 00.0% | Unchanged |
| Barclays PLC | 15,637 | $733.7K | 0.00% | −1,027−6.2% | Reduced |
| SG Americas Securities, LLC | 15,490 | $727.0K | 0.00% | +1,705+12.4% | Added |
| Man Group plc | 15,454 | $725.1K | 0.00% | +1,887+13.9% | Added |
| Squarepoint Ops LLC | 15,439 | $724.4K | 0.00% | +7,965+106.6% | Added |
| STRS Ohio | 15,400 | $722.6K | 0.00% | −400−2.5% | Reduced |
| Deutsche Bank AG | 15,264 | $716.2K | 0.00% | +4,025+35.8% | Added |
| CWM Advisors, LLC | 14,486 | $679.7K | 0.03% | +1,425+10.9% | Added |
| Truist Financial Corp | 14,394 | $675.4K | 0.00% | +26+0.2% | Added |
| Citigroup Inc | 14,309 | $671.4K | 0.00% | +4,004+38.9% | Added |
| State of Wisconsin Investment Board | 13,918 | $653.0K | 0.00% | +2,248+19.3% | Added |
| Occudo Quantitative Strategies LP | 13,457 | $631.4K | 0.03% | +4,904+57.3% | Added |
| Wells Fargo & Company | 13,305 | $624.3K | 0.00% | +7,574+132.2% | Added |
| Geneos Wealth Management Inc. | 13,098 | $614.6K | 0.01% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 12,752 | $599.0K | 0.00% | +1,455+12.9% | Added |
| Agp Franklin, LLC | 12,355 | $579.7K | 0.25% | +649+5.5% | Added |
| Canada Pension Plan Investment Board | 12,200 | $572.4K | 0.00% | 00.0% | Unchanged |
| Evergreen Advisors, LLC | 11,862 | $556.6K | 0.12% | +26+0.2% | Added |
| Kennedy Capital Management, Inc. | 11,363 | $533.2K | 0.01% | −12,348−52.1% | Reduced |
| Brooks, Moore & Associates, Inc. | 11,351 | $532.6K | 0.24% | 00.0% | Unchanged |
| XTX Topco Ltd | 11,147 | $523.0K | 0.01% | +11,147 | New |
| UBS Group AG | 10,869 | $510.0K | 0.00% | −1,969−15.3% | Reduced |
| MetLife Investment Management | 9,359 | $439.1K | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 9,317 | $437.0K | 0.00% | −6,984−42.8% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 9,226 | $432.9K | 0.01% | −11,049−54.5% | Reduced |
| Qube Research & Technologies Ltd | 9,031 | $423.7K | 0.00% | −104,717−92.1% | Reduced |
| Aptus Capital Advisors, LLC | 9,029 | $423.7K | 0.00% | +1,419+18.6% | Added |
| Hillsdale Investment Management Inc. | 8,840 | $414.8K | 0.01% | +10+0.1% | Added |