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, Q2 2021
Institutional positions in Smartfinancial Inc. as of Jun 30, 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
- 89
- +4 vs. Q1 2021
- Shares held
- 6.68M
- −10.2K (−0.2%) vs. Q1 2021
- Total value
- $160.3M
- +$15.4M (+10.6%) vs. Q1 2021
- New holders
- 12
- 27 more added
- Sold out
- 8
- 27 more reduced
Compare with Q1 2021: 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 | $520.8M |
| Q1 2026 | 175 | $423.7M |
| Q4 2025 | 166 | $393.3M |
| Q3 2025 | 160 | $351.1M |
| Q2 2025 | 151 | $333.0M |
| Q1 2025 | 139 | $302.5M |
| Q4 2024 | 128 | $298.3M |
| Q3 2024 | 116 | $274.0M |
| Q2 2024 | 103 | $214.9M |
| Q1 2024 | 102 | $187.3M |
| Q4 2023 | 104 | $214.0M |
| Q3 2023 | 94 | $180.3M |
| Q2 2023 | 95 | $180.4M |
| Q1 2023 | 97 | $195.5M |
| Q4 2022 | 96 | $232.1M |
| Q3 2022 | 93 | $185.3M |
| Q2 2022 | 97 | $179.6M |
| Q1 2022 | 98 | $188.1M |
| Q4 2021 | 97 | $199.8M |
| Q3 2021 | 92 | $179.4M |
| Q2 2021 | 89 | $160.3M |
| Q1 2021 | 85 | $144.9M |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Smartfinancial Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 991,642 | $23.8M | 0.00% | +29,818+3.1% | Added |
| Vanguard Group Inc | 686,524 | $16.5M | 0.00% | −41,362−5.7% | Reduced |
| Banc Funds Co LLC | 669,919 | $16.1M | 1.18% | 00.0% | Unchanged |
| Private Capital Management, LLC | 516,058 | $12.4M | 1.98% | +30,767+6.3% | Added |
| Dimensional Fund Advisors LP | 407,063 | $9.77M | 0.00% | +17,871+4.6% | Added |
| Renaissance Technologies LLC | 239,674 | $5.75M | 0.01% | −11,800−4.7% | Reduced |
| Geode Capital Management, LLC | 237,197 | $5.70M | 0.00% | +15,400+6.9% | Added |
| Forest Hill Capital, LLC | 227,113 | $5.45M | 1.63% | +5,632+2.5% | Added |
| State Street Corp | 210,631 | $5.06M | 0.00% | −18,654−8.1% | Reduced |
| Wellington Management Group LLP | 185,798 | $4.46M | 0.00% | −113,317−37.9% | Reduced |
| Foundry Partners, LLC | 163,525 | $3.93M | 0.13% | −32,544−16.6% | Reduced |
| Northern Trust Corp | 156,185 | $3.75M | 0.00% | −12,139−7.2% | Reduced |
| BHZ Capital Management, LP | 133,084 | $3.19M | 1.19% | −13,793−9.4% | Reduced |
| Walthausen & Co., LLC | 115,472 | $2.77M | 0.61% | +8,740+8.2% | Added |
| JPMorgan Chase & Co | 102,005 | $2.45M | 0.00% | +46,155+82.6% | Added |
| Salzhauer Michael | 101,712 | $2.44M | 1.21% | +11,907+13.3% | Added |
| Bridgeway Capital Management, LLC | 97,000 | $2.33M | 0.04% | 00.0% | Unchanged |
| Deprince Race & Zollo Inc | 81,862 | $1.97M | 0.05% | +81,862 | New |
| Regions Financial Corp | 68,684 | $1.65M | 0.01% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 63,622 | $1.53M | 0.00% | +2,781+4.6% | Added |
| Bank of New York Mellon Corp | 62,615 | $1.50M | 0.00% | +1,921+3.2% | Added |
| Stifel Financial Corp | 61,000 | $1.47M | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 57,969 | $1.39M | 0.00% | −2,831−4.7% | Reduced |
| Russell Investments Group, Ltd. | 50,645 | $1.21M | 0.00% | +20,182+66.3% | Added |
| LBMC Investment Advisors, LLC | 44,298 | $1.06M | 0.10% | 00.0% | Unchanged |
| Invesco Ltd. | 43,700 | $1.05M | 0.00% | +26,467+153.6% | Added |
| Penn Capital Management Co Inc | 40,197 | $965.0K | 0.09% | −1,312−3.2% | Reduced |
| Two Sigma Advisers, LP | 40,100 | $963.0K | 0.00% | +13,400+50.2% | Added |
| Goldman Sachs Group Inc | 40,028 | $961.0K | 0.00% | −2,008−4.8% | Reduced |
| Assenagon Asset Management S.A. | 39,215 | $942.0K | 0.00% | +39,215 | New |
| Ascent Wealth Partners, LLC | 35,280 | $847.0K | 0.16% | 00.0% | Unchanged |
| Patriot Investment Management Inc. | 34,938 | $838.0K | 0.08% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 34,841 | $837.0K | 0.00% | −1,328−3.7% | Reduced |
| Two Sigma Investments, LP | 34,723 | $834.0K | 0.00% | −647−1.8% | Reduced |
| Martingale Asset Management L P | 32,934 | $792.0K | 0.01% | +12,405+60.4% | Added |
| Jacobs Levy Equity Management, Inc | 32,012 | $769.0K | 0.01% | +1,083+3.5% | Added |
| STRS Ohio | 32,000 | $768.0K | 0.00% | +14,300+80.8% | Added |
| Fourthstone LLC | 30,303 | $727.0K | 0.31% | +30,303 | New |
| Barclays PLC | 29,055 | $697.0K | 0.00% | −9,902−25.4% | Reduced |
| Morgan Stanley | 28,817 | $691.0K | 0.00% | +1,714+6.3% | Added |
| Kennedy Capital Management, Inc. | 27,404 | $658.0K | 0.01% | +4,347+18.9% | Added |
| Captrust Financial Advisors | 27,208 | $653.0K | 0.01% | 00.0% | Unchanged |
| Truist Financial Corp | 23,088 | $555.0K | 0.00% | +42+0.2% | Added |
| American Century Companies Inc | 22,465 | $539.0K | 0.00% | +5,948+36.0% | Added |
| California State Teachers Retirement System | 19,115 | $459.0K | 0.00% | −2,065−9.7% | Reduced |
| Rhumbline Advisers | 18,124 | $435.0K | 0.00% | −3,065−14.5% | Reduced |
| Warren Averett Asset Management, LLC | 17,000 | $423.0K | 0.04% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 17,154 | $411.0K | 0.02% | 00.0% | Unchanged |
| Equitable Trust Co | 16,340 | $392.0K | 0.03% | 00.0% | Unchanged |
| Bailard, Inc. | 15,626 | $375.0K | 0.01% | +5,200+49.9% | Added |
| Winton Group Ltd | 15,401 | $370.0K | 0.02% | +2,336+17.9% | Added |
| Aptus Capital Advisors, LLC | 14,450 | $347.0K | 0.02% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 12,812 | $308.0K | 0.00% | +112+0.9% | Added |
| Manufacturers Life Insurance Company, The | 11,281 | $271.0K | 0.00% | +1,851+19.6% | Added |
| Bank of America Corp | 11,062 | $266.0K | 0.00% | −14,358−56.5% | Reduced |
| Zebra Capital Management LLC | 10,598 | $254.0K | 0.30% | −836−7.3% | Reduced |
| Evergreen Advisors, LLC | 11,208 | $243.0K | 0.11% | 00.0% | Unchanged |
| Millennium Management LLC | 9,939 | $239.0K | 0.00% | −1,487−13.0% | Reduced |
| Leavell Investment Management, Inc. | 11,000 | $238.0K | 0.02% | 00.0% | Unchanged |
| UBS Group AG | 9,588 | $230.0K | 0.00% | +4,632+93.5% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 9,564 | $230.0K | 0.00% | +9,564 | New |
| Royal Bank of Canada | 9,548 | $229.0K | 0.00% | −202−2.1% | Reduced |
| Squarepoint Ops LLC | 8,874 | $213.0K | 0.00% | +8,874 | New |
| HSBC Holdings PLC | 8,372 | $202.0K | 0.00% | +8,372 | New |
| Deutsche Bank AG | 8,219 | $197.0K | 0.00% | −884−9.7% | Reduced |
| American International Group, Inc. | 7,758 | $186.0K | 0.00% | −407−5.0% | Reduced |
| Advisor Group Holdings, Inc. | 7,055 | $169.0K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 5,462 | $131.1K | 0.00% | +5,462 | New |
| Public Employees Retirement System of Ohio | 4,629 | $111.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 4,329 | $103.9K | 0.00% | +3,474+406.3% | Added |
| Acadian Asset Management LLC | 4,075 | $98.0K | 0.00% | +4,075 | New |
| Exane Derivatives | 3,904 | $93.3K | 0.02% | +3,904 | New |
| HHM Wealth Advisors, LLC | 2,452 | $59.0K | 0.02% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 2,315 | $56.0K | 0.00% | +2,315 | New |
| Barnett & Company, Inc. | 2,000 | $48.0K | 0.03% | −4,000−66.7% | Reduced |
| BNP Paribas Arbitrage, SA | 1,797 | $43.1K | 0.00% | −4,991−73.5% | Reduced |
| Nisa Investment Advisors, LLC | 1,200 | $29.0K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,110 | $27.0K | 0.00% | −131−10.6% | Reduced |
| Ameritas Investment Partners, Inc. | 1,098 | $26.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,036 | $25.0K | 0.00% | +101+10.8% | Added |
| Citigroup Inc | 742 | $18.0K | 0.00% | −268−26.5% | Reduced |
| ClariVest Asset Management LLC | 661 | $16.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 659 | $16.0K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 600 | $14.0K | 0.00% | +600 | New |
| IFP Advisors, Inc | 500 | $12.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 250 | $6.00K | 0.00% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 241 | $6.00K | 0.00% | +241 | New |
| Wells Fargo & Company | 181 | $4.00K | 0.00% | −4,645−96.2% | Reduced |
| Group One Trading, L.P. | 100 | $2.00K | 0.00% | −12,859−99.2% | Reduced |
| EJF Capital LLC | 0 | $0 | 0.00% | −84,367−100.0% | Sold out |
| California Public Employees Retirement System | 0 | $0 | 0.00% | −29,000−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −23,972−100.0% | Sold out |
| Mackay Shields LLC | 0 | $0 | 0.00% | −17,801−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −16,166−100.0% | Sold out |
| Tennessee Valley Asset Management Partners | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −386−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −87−100.0% | Sold out |