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, Q3 2021
Institutional positions in Smartfinancial Inc. as of Sep 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
- 92
- +3 vs. Q2 2021
- Shares held
- 6.91M
- +234.3K (+3.5%) vs. Q2 2021
- Total value
- $179.4M
- +$19.1M (+11.9%) vs. Q2 2021
- New holders
- 9
- 29 more added
- Sold out
- 6
- 31 more reduced
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Smartfinancial Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 1,037,102 | $26.8M | 0.00% | +45,460+4.6% | Added |
| Vanguard Group Inc | 680,948 | $17.6M | 0.00% | −5,576−0.8% | Reduced |
| Banc Funds Co LLC | 610,409 | $15.8M | 1.21% | −59,510−8.9% | Reduced |
| Private Capital Management, LLC | 526,313 | $13.6M | 2.18% | +10,255+2.0% | Added |
| Dimensional Fund Advisors LP | 417,469 | $10.8M | 0.00% | +10,406+2.6% | Added |
| Forest Hill Capital, LLC | 252,113 | $6.52M | 1.82% | +25,000+11.0% | Added |
| Geode Capital Management, LLC | 241,633 | $6.25M | 0.00% | +4,436+1.9% | Added |
| Renaissance Technologies LLC | 241,174 | $6.23M | 0.01% | +1,500+0.6% | Added |
| Wellington Management Group LLP | 234,380 | $6.06M | 0.00% | +48,582+26.1% | Added |
| State Street Corp | 231,340 | $5.98M | 0.00% | +20,709+9.8% | Added |
| Foundry Partners, LLC | 160,950 | $4.16M | 0.15% | −2,575−1.6% | Reduced |
| Northern Trust Corp | 150,832 | $3.90M | 0.00% | −5,353−3.4% | Reduced |
| BHZ Capital Management, LP | 133,084 | $3.44M | 1.28% | 00.0% | Unchanged |
| Elizabeth Park Capital Advisors, Ltd. | 126,946 | $3.27M | 1.15% | +126,946 | New |
| Salzhauer Michael | 110,716 | $2.86M | 1.29% | +9,004+8.9% | Added |
| Walthausen & Co., LLC | 104,542 | $2.70M | 0.68% | −10,930−9.5% | Reduced |
| Bridgeway Capital Management, LLC | 97,000 | $2.51M | 0.05% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 85,573 | $2.21M | 0.24% | +85,573 | New |
| Deprince Race & Zollo Inc | 78,180 | $2.02M | 0.05% | −3,682−4.5% | Reduced |
| JPMorgan Chase & Co | 75,098 | $1.94M | 0.00% | −26,907−26.4% | Reduced |
| Regions Financial Corp | 68,684 | $1.77M | 0.02% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 63,727 | $1.65M | 0.00% | +1,112+1.8% | Added |
| Stifel Financial Corp | 61,100 | $1.58M | 0.00% | +100+0.2% | Added |
| Nuveen Asset Management, LLC | 60,849 | $1.54M | 0.00% | −2,773−4.4% | Reduced |
| Goldman Sachs Group Inc | 57,765 | $1.49M | 0.00% | +17,737+44.3% | Added |
| Victory Capital Management Inc | 55,650 | $1.44M | 0.00% | −2,319−4.0% | Reduced |
| Russell Investments Group, Ltd. | 46,416 | $1.20M | 0.00% | −4,229−8.4% | Reduced |
| LBMC Investment Advisors, LLC | 15,927 | $1.15M | 0.11% | −28,371−64.0% | Reduced |
| Martingale Asset Management L P | 43,623 | $1.13M | 0.01% | +10,689+32.5% | Added |
| Barclays PLC | 40,677 | $1.05M | 0.00% | +11,622+40.0% | Added |
| Invesco Ltd. | 40,489 | $1.05M | 0.00% | −3,211−7.3% | Reduced |
| Two Sigma Advisers, LP | 37,000 | $956.0K | 0.00% | −3,100−7.7% | Reduced |
| Charles Schwab Investment Management Inc | 36,225 | $937.0K | 0.00% | +1,384+4.0% | Added |
| Ascent Wealth Partners, LLC | 35,280 | $912.0K | 0.17% | 00.0% | Unchanged |
| Patriot Investment Management Inc. | 34,938 | $903.0K | 0.08% | 00.0% | Unchanged |
| Morgan Stanley | 32,602 | $843.0K | 0.00% | +3,785+13.1% | Added |
| Jacobs Levy Equity Management, Inc | 31,720 | $820.0K | 0.01% | −292−0.9% | Reduced |
| Mendon Capital Advisors Corp | 30,450 | $787.0K | 0.27% | +30,450 | New |
| STRS Ohio | 30,100 | $778.0K | 0.00% | −1,900−5.9% | Reduced |
| Captrust Financial Advisors | 29,431 | $761.0K | 0.01% | +2,223+8.2% | Added |
| Two Sigma Investments, LP | 28,442 | $735.0K | 0.00% | −6,281−18.1% | Reduced |
| Kennedy Capital Management, Inc. | 27,404 | $708.0K | 0.02% | 00.0% | Unchanged |
| American Century Companies Inc | 25,951 | $671.0K | 0.00% | +3,486+15.5% | Added |
| Assenagon Asset Management S.A. | 25,815 | $667.0K | 0.00% | −13,400−34.2% | Reduced |
| Truist Financial Corp | 23,127 | $598.0K | 0.00% | +39+0.2% | Added |
| Equitable Trust Co | 20,411 | $527.0K | 0.03% | +4,071+24.9% | Added |
| Rhumbline Advisers | 18,526 | $479.0K | 0.00% | +402+2.2% | Added |
| Warren Averett Asset Management, LLC | 17,000 | $454.0K | 0.04% | 00.0% | Unchanged |
| Winton Group Ltd | 16,278 | $421.0K | 0.02% | +877+5.7% | Added |
| Bailard, Inc. | 15,626 | $404.0K | 0.01% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 14,450 | $374.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 12,865 | $335.0K | 0.01% | −4,289−25.0% | Reduced |
| Raymond James & Associates | 11,964 | $309.0K | 0.00% | +11,964 | New |
| HSBC Holdings PLC | 11,601 | $302.0K | 0.00% | +3,229+38.6% | Added |
| Fourthstone LLC | 11,264 | $291.0K | 0.12% | −19,039−62.8% | Reduced |
| Evergreen Advisors, LLC | 11,263 | $291.0K | 0.10% | +55+0.5% | Added |
| Leavell Investment Management, Inc. | 11,000 | $284.0K | 0.02% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 10,792 | $279.0K | 0.00% | +10,551+4,378.0% | Added |
| Royal Bank of Canada | 10,194 | $263.0K | 0.00% | +646+6.8% | Added |
| New York State Common Retirement Fund | 10,009 | $259.0K | 0.00% | −2,803−21.9% | Reduced |
| Bank of America Corp | 9,586 | $247.0K | 0.00% | −1,476−13.3% | Reduced |
| SG Americas Securities, LLC | 9,402 | $243.0K | 0.00% | +9,402 | New |
| Manufacturers Life Insurance Company, The | 8,952 | $231.0K | 0.00% | −2,329−20.6% | Reduced |
| Millennium Management LLC | 8,608 | $223.0K | 0.00% | −1,331−13.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 8,615 | $223.0K | 0.00% | +8,615 | New |
| Employees Retirement System of Texas | 8,528 | $220.0K | 0.00% | +8,528 | New |
| Deutsche Bank AG | 7,960 | $206.0K | 0.00% | −259−3.2% | Reduced |
| UBS Group AG | 7,742 | $200.0K | 0.00% | −1,846−19.3% | Reduced |
| California State Teachers Retirement System | 7,674 | $198.0K | 0.00% | −11,441−59.9% | Reduced |
| American International Group, Inc. | 7,577 | $196.0K | 0.00% | −181−2.3% | Reduced |
| Advisor Group Holdings, Inc. | 7,055 | $182.0K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 5,462 | $141.2K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 4,629 | $120.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 4,329 | $111.9K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 3,552 | $91.8K | 0.00% | +1,755+97.7% | Added |
| Exane Derivatives | 3,001 | $77.6K | 0.02% | −903−23.1% | Reduced |
| Acadian Asset Management LLC | 2,943 | $76.0K | 0.00% | −1,132−27.8% | Reduced |
| Wells Fargo & Company | 2,163 | $56.0K | 0.00% | +1,982+1,095.0% | Added |
| Barnett & Company, Inc. | 2,000 | $52.0K | 0.04% | 00.0% | Unchanged |
| Citigroup Inc | 1,606 | $42.0K | 0.00% | +864+116.4% | Added |
| HHM Wealth Advisors, LLC | 1,539 | $40.0K | 0.01% | −913−37.2% | Reduced |
| Nisa Investment Advisors, LLC | 1,200 | $31.0K | 0.00% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 1,200 | $31.0K | 0.00% | +1,200 | New |
| Legal & General Group Plc | 1,110 | $29.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,098 | $28.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 722 | $19.0K | 0.00% | −314−30.3% | Reduced |
| ClariVest Asset Management LLC | 661 | $17.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 659 | $17.0K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 600 | $16.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 500 | $13.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 250 | $6.00K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 18 | $1.00K | 0.00% | +18 | New |
| Penn Capital Management Co Inc | 0 | $0 | 0.00% | −40,197−100.0% | Sold out |
| Zebra Capital Management LLC | 0 | $0 | 0.00% | −10,598−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −9,564−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −8,874−100.0% | Sold out |
| First Horizon Advisors, Inc. | 0 | $0 | 0.00% | −2,315−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −100−100.0% | Sold out |