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