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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 $520.8M in total; no superinvestor holds it.

13F holders, Q1 2021

Institutional positions in Smartfinancial Inc. as of Mar 31, 2021. 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
85
No complete 13F data for Q4 2020
Shares held
6.69M
No complete 13F data for Q4 2020
Total value
$144.9M
No complete 13F data for Q4 2020

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.

Institutional holdersQ1 2021: 85 institutions
Q1 2021: 85 institutionsQ2 2021: 89 institutionsQ3 2021: 92 institutionsQ4 2021: 97 institutionsQ1 2022: 98 institutionsQ2 2022: 97 institutionsQ3 2022: 93 institutionsQ4 2022: 96 institutionsQ1 2023: 97 institutionsQ2 2023: 95 institutionsQ3 2023: 94 institutionsQ4 2023: 104 institutionsQ1 2024: 102 institutionsQ2 2024: 103 institutionsQ3 2024: 116 institutionsQ4 2024: 128 institutionsQ1 2025: 139 institutionsQ2 2025: 151 institutionsQ3 2025: 160 institutionsQ4 2025: 166 institutionsQ1 2026: 175 institutionsQ2 2026: 184 institutions
Value heldQ1 2021: $144.9M
Q1 2021: $144.9MQ2 2021: $160.3MQ3 2021: $179.4MQ4 2021: $199.8MQ1 2022: $188.1MQ2 2022: $179.6MQ3 2022: $185.3MQ4 2022: $232.1MQ1 2023: $195.5MQ2 2023: $180.4MQ3 2023: $180.3MQ4 2023: $214.0MQ1 2024: $187.3MQ2 2024: $214.9MQ3 2024: $274.0MQ4 2024: $298.3MQ1 2025: $302.5MQ2 2025: $333.0MQ3 2025: $351.1MQ4 2025: $393.3MQ1 2026: $423.7MQ2 2026: $520.8M
Institutions holding SMBK and their total value by quarter
QuarterHoldersValue
Q2 2026184$520.8M
Q1 2026175$423.7M
Q4 2025166$393.3M
Q3 2025160$351.1M
Q2 2025151$333.0M
Q1 2025139$302.5M
Q4 2024128$298.3M
Q3 2024116$274.0M
Q2 2024103$214.9M
Q1 2024102$187.3M
Q4 2023104$214.0M
Q3 202394$180.3M
Q2 202395$180.4M
Q1 202397$195.5M
Q4 202296$232.1M
Q3 202293$185.3M
Q2 202297$179.6M
Q1 202298$188.1M
Q4 202197$199.8M
Q3 202192$179.4M
Q2 202189$160.3M
Q1 202185$144.9M

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Smartfinancial Inc..

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding SMBK in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.961,824$20.8M0.00%––
Vanguard Group Inc727,886$15.8M0.00%––
Banc Funds Co LLC669,919$14.5M1.10%––
Private Capital Management, LLC485,291$10.5M1.92%––
Dimensional Fund Advisors LP389,192$8.43M0.00%––
Wellington Management Group LLP299,115$6.47M0.00%––
Renaissance Technologies LLC251,474$5.44M0.01%––
State Street Corp229,285$4.96M0.00%––
Geode Capital Management, LLC221,797$4.80M0.00%––
Forest Hill Capital, LLC221,481$4.79M1.44%––
Foundry Partners, LLC196,069$4.25M0.14%––
Northern Trust Corp168,324$3.65M0.00%––
BHZ Capital Management, LP146,877$3.18M1.01%––
Walthausen & Co., LLC106,732$2.31M0.49%––
Bridgeway Capital Management, LLC97,000$2.10M0.04%––
Salzhauer Michael89,805$1.95M1.17%––
EJF Capital LLC84,367$1.83M0.13%––
Regions Financial Corp68,684$1.49M0.01%––
Stifel Financial Corp61,000$1.32M0.00%––
Nuveen Asset Management, LLC60,841$1.32M0.00%––
Victory Capital Management Inc60,800$1.32M0.00%––
Bank of New York Mellon Corp60,694$1.31M0.00%––
JPMorgan Chase & Co55,850$1.21M0.00%––
LBMC Investment Advisors, LLC44,298$959.0K0.10%––
Goldman Sachs Group Inc42,036$910.0K0.00%––
Penn Capital Management Co Inc41,509$899.0K0.09%––
Barclays PLC38,957$844.0K0.00%––
Charles Schwab Investment Management Inc36,169$784.0K0.00%––
Two Sigma Investments, LP35,370$766.0K0.00%––
Ascent Wealth Partners, LLC35,280$764.0K0.17%––
Patriot Investment Management Inc.34,938$756.0K0.07%––
Jacobs Levy Equity Management, Inc30,929$670.0K0.01%––
Russell Investments Group, Ltd.30,463$657.0K0.00%––
California Public Employees Retirement System29,000$628.0K0.00%––
Captrust Financial Advisors27,208$589.0K0.01%––
Morgan Stanley27,103$586.0K0.00%––
Two Sigma Advisers, LP26,700$578.0K0.00%––
Bank of America Corp25,420$549.0K0.00%––
HRT Financial LP23,972$518.0K0.01%––
Truist Financial Corp23,046$499.0K0.00%––
Kennedy Capital Management, Inc.23,057$499.0K0.01%––
California State Teachers Retirement System21,180$459.0K0.00%––
Rhumbline Advisers21,189$459.0K0.00%––
Martingale Asset Management L P20,529$445.0K0.01%––
Warren Averett Asset Management, LLC17,000$410.0K0.04%––
Geneos Wealth Management Inc.17,154$406.0K0.01%––
Mackay Shields LLC17,801$386.0K0.00%––
STRS Ohio17,700$383.0K0.00%––
Invesco Ltd.17,233$373.0K0.00%––
American Century Companies Inc16,517$358.0K0.00%––
Equitable Trust Co16,340$354.0K0.03%––
Citadel Advisors LLC16,166$350.0K0.00%––
Aptus Capital Advisors, LLC14,450$313.0K0.02%––
Winton Group Ltd13,065$283.0K0.02%––
Group One Trading, L.P.12,959$281.0K0.01%––
New York State Common Retirement Fund12,700$275.0K0.00%––
Millennium Management LLC11,426$247.0K0.00%––
Zebra Capital Management LLC11,434$247.0K0.27%––
Evergreen Advisors, LLC11,208$243.0K0.09%––
Leavell Investment Management, Inc.11,000$238.0K0.02%––
Bailard, Inc.10,426$226.0K0.01%––
Tennessee Valley Asset Management Partners10,000$217.0K0.05%––
Royal Bank of Canada9,750$211.0K0.00%––
Manufacturers Life Insurance Company, The9,430$204.0K0.00%––
Deutsche Bank AG9,103$197.0K0.00%––
American International Group, Inc.8,165$177.0K0.00%––
Advisor Group Holdings, Inc.7,055$153.0K0.00%––
BNP Paribas Arbitrage, SA6,788$147.0K0.00%––
Barnett & Company, Inc.6,000$130.0K0.07%––
UBS Group AG4,956$107.0K0.00%––
Wells Fargo & Company4,826$104.0K0.00%––
Public Employees Retirement System of Ohio4,629$100.0K0.00%––
HHM Wealth Advisors, LLC2,452$53.0K0.02%––
Legal & General Group Plc1,241$27.0K0.00%––
Nisa Investment Advisors, LLC1,200$26.0K0.00%––
Ameritas Investment Partners, Inc.1,098$24.0K0.00%––
Citigroup Inc1,010$22.0K0.00%––
Tower Research Capital LLC (TRC)935$20.0K0.00%––
Metropolitan Life Insurance Co855$18.5K0.00%––
ClariVest Asset Management LLC661$14.0K0.00%––
FinTrust Capital Advisors, LLC659$14.0K0.00%––
IFP Advisors, Inc500$11.0K0.00%––
Bank of Montreal386$8.00K0.00%––
Benjamin F. Edwards & Company, Inc.250$5.00K0.00%––
Simplex Trading, LLC87$1.00K0.00%––