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