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, Q4 2021
Institutional positions in Smartfinancial Inc. as of Dec 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
- 97
- +5 vs. Q3 2021
- Shares held
- 7.30M
- +391.4K (+5.7%) vs. Q3 2021
- Total value
- $199.8M
- +$20.4M (+11.4%) vs. Q3 2021
- New holders
- 10
- 34 more added
- Sold out
- 5
- 29 more reduced
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Smartfinancial Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 1,177,092 | $32.2M | 0.00% | +139,990+13.5% | Added |
| Vanguard Group Inc | 690,407 | $18.9M | 0.00% | +9,459+1.4% | Added |
| Banc Funds Co LLC | 679,185 | $18.6M | 1.40% | +68,776+11.3% | Added |
| Private Capital Management, LLC | 570,113 | $15.6M | 2.41% | +43,800+8.3% | Added |
| Dimensional Fund Advisors LP | 427,018 | $11.7M | 0.00% | +9,549+2.3% | Added |
| Forest Hill Capital, LLC | 254,148 | $6.95M | 1.90% | +2,035+0.8% | Added |
| Renaissance Technologies LLC | 244,274 | $6.68M | 0.01% | +3,100+1.3% | Added |
| Geode Capital Management, LLC | 242,474 | $6.63M | 0.00% | +841+0.3% | Added |
| State Street Corp | 228,152 | $6.24M | 0.00% | −3,188−1.4% | Reduced |
| Wellington Management Group LLP | 170,660 | $4.67M | 0.00% | −63,720−27.2% | Reduced |
| Foundry Partners, LLC | 169,605 | $4.64M | 0.16% | +8,655+5.4% | Added |
| Northern Trust Corp | 148,656 | $4.07M | 0.00% | −2,176−1.4% | Reduced |
| Salzhauer Michael | 138,613 | $3.79M | 1.44% | +27,897+25.2% | Added |
| BHZ Capital Management, LP | 137,791 | $3.77M | 1.50% | +4,707+3.5% | Added |
| Elizabeth Park Capital Advisors, Ltd. | 126,946 | $3.47M | 1.34% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 97,000 | $2.65M | 0.05% | 00.0% | Unchanged |
| Walthausen & Co., LLC | 95,252 | $2.61M | 0.68% | −9,290−8.9% | Reduced |
| JPMorgan Chase & Co | 81,402 | $2.23M | 0.00% | +6,304+8.4% | Added |
| Deprince Race & Zollo Inc | 77,629 | $2.12M | 0.05% | −551−0.7% | Reduced |
| Crescent Grove Advisors, LLC | 72,573 | $1.99M | 0.19% | −13,000−15.2% | Reduced |
| Basswood Capital Management, L.L.C. | 69,782 | $1.91M | 0.09% | +69,782 | New |
| Regions Financial Corp | 68,684 | $1.88M | 0.01% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 62,978 | $1.72M | 0.00% | −749−1.2% | Reduced |
| Stifel Financial Corp | 61,100 | $1.67M | 0.00% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 56,505 | $1.55M | 0.00% | −1,260−2.2% | Reduced |
| Victory Capital Management Inc | 54,230 | $1.48M | 0.00% | −1,420−2.6% | Reduced |
| Barclays PLC | 51,823 | $1.42M | 0.00% | +11,146+27.4% | Added |
| Nuveen Asset Management, LLC | 50,172 | $1.33M | 0.00% | −10,677−17.5% | Reduced |
| LBMC Investment Advisors, LLC | 44,298 | $1.21M | 0.10% | +28,371+178.1% | Added |
| Russell Investments Group, Ltd. | 43,882 | $1.20M | 0.00% | −2,534−5.5% | Reduced |
| Martingale Asset Management L P | 43,623 | $1.19M | 0.02% | 00.0% | Unchanged |
| Invesco Ltd. | 39,900 | $1.09M | 0.00% | −589−1.5% | Reduced |
| Assenagon Asset Management S.A. | 36,595 | $1.00M | 0.00% | +10,780+41.8% | Added |
| Charles Schwab Investment Management Inc | 36,225 | $992.0K | 0.00% | 00.0% | Unchanged |
| Ascent Wealth Partners, LLC | 35,280 | $965.0K | 0.17% | 00.0% | Unchanged |
| American Century Companies Inc | 34,981 | $957.0K | 0.00% | +9,030+34.8% | Added |
| Patriot Investment Management Inc. | 34,938 | $955.0K | 0.08% | 00.0% | Unchanged |
| Morgan Stanley | 33,932 | $927.0K | 0.00% | +1,330+4.1% | Added |
| Jacobs Levy Equity Management, Inc | 33,500 | $917.0K | 0.01% | +1,780+5.6% | Added |
| Captrust Financial Advisors | 32,131 | $879.0K | 0.01% | +2,700+9.2% | Added |
| Two Sigma Advisers, LP | 31,400 | $859.0K | 0.00% | −5,600−15.1% | Reduced |
| Mendon Capital Advisors Corp | 30,000 | $820.0K | 0.24% | −450−1.5% | Reduced |
| STRS Ohio | 28,300 | $774.0K | 0.00% | −1,800−6.0% | Reduced |
| Kennedy Capital Management, Inc. | 27,363 | $749.0K | 0.02% | −41−0.1% | Reduced |
| Two Sigma Investments, LP | 26,417 | $723.0K | 0.00% | −2,025−7.1% | Reduced |
| Truist Financial Corp | 23,163 | $634.0K | 0.00% | +36+0.2% | Added |
| Bailard, Inc. | 22,126 | $605.0K | 0.02% | +6,500+41.6% | Added |
| Equitable Trust Co | 20,411 | $558.0K | 0.03% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 19,904 | $545.0K | 0.18% | +19,904 | New |
| Rhumbline Advisers | 18,496 | $506.0K | 0.00% | −30−0.2% | Reduced |
| Warren Averett Asset Management, LLC | 16,527 | $429.0K | 0.04% | −473−2.8% | Reduced |
| Panagora Asset Management Inc | 15,014 | $411.0K | 0.00% | +4,222+39.1% | Added |
| Bank of America Corp | 14,784 | $405.0K | 0.00% | +5,198+54.2% | Added |
| Aptus Capital Advisors, LLC | 14,450 | $395.0K | 0.01% | 00.0% | Unchanged |
| Royal Bank of Canada | 13,929 | $380.0K | 0.00% | +3,735+36.6% | Added |
| Raymond James & Associates | 13,629 | $373.0K | 0.00% | +1,665+13.9% | Added |
| UBS Group AG | 13,101 | $358.0K | 0.00% | +5,359+69.2% | Added |
| Geneos Wealth Management Inc. | 12,865 | $351.0K | 0.01% | 00.0% | Unchanged |
| Wells Fargo & Company | 12,764 | $349.0K | 0.00% | +10,601+490.1% | Added |
| Citadel Advisors LLC | 12,177 | $333.0K | 0.00% | +12,177 | New |
| HSBC Holdings PLC | 11,601 | $317.0K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 10,733 | $293.0K | 0.00% | +7,790+264.7% | Added |
| Leavell Investment Management, Inc. | 10,500 | $287.0K | 0.02% | −500−4.5% | Reduced |
| New York State Common Retirement Fund | 10,019 | $274.0K | 0.00% | +10+0.1% | Added |
| Rather & Kittrell, Inc. | 9,374 | $256.0K | 0.23% | +9,374 | New |
| Cambridge Investment Research Advisors, Inc. | 8,995 | $246.0K | 0.00% | +8,995 | New |
| Manufacturers Life Insurance Company, The | 8,766 | $240.0K | 0.00% | −186−2.1% | Reduced |
| Deutsche Bank AG | 8,414 | $230.0K | 0.00% | +454+5.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 7,815 | $214.0K | 0.00% | −800−9.3% | Reduced |
| First Trust Advisors LP | 7,797 | $213.0K | 0.00% | +7,797 | New |
| California State Teachers Retirement System | 7,674 | $210.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 7,590 | $208.0K | 0.00% | +535+7.6% | Added |
| American International Group, Inc. | 7,357 | $201.0K | 0.00% | −220−2.9% | Reduced |
| BNP Paribas Arbitrage, SA | 6,441 | $176.2K | 0.00% | +2,889+81.3% | Added |
| Allspring Global Investments Holdings, LLC | 6,008 | $164.0K | 0.00% | +6,008 | New |
| MetLife Investment Management | 5,462 | $149.4K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 4,629 | $127.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 4,329 | $118.4K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 4,206 | $115.0K | 0.00% | −5,196−55.3% | Reduced |
| Citigroup Inc | 3,474 | $95.0K | 0.00% | +1,868+116.3% | Added |
| Barnett & Company, Inc. | 2,000 | $55.0K | 0.04% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 1,429 | $39.0K | 0.01% | +829+138.2% | Added |
| New York State Teachers Retirement System | 1,200 | $33.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,200 | $32.0K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,110 | $30.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,098 | $30.0K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 1,039 | $28.0K | 0.01% | −500−32.5% | Reduced |
| EverSource Wealth Advisors, LLC | 1,000 | $27.0K | 0.01% | +1,000 | New |
| FinTrust Capital Advisors, LLC | 659 | $18.0K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 603 | $16.0K | 0.00% | −58−8.8% | Reduced |
| IFP Advisors, Inc | 500 | $14.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 425 | $12.0K | 0.00% | −297−41.1% | Reduced |
| Aquatic Capital Management LLC | 400 | $11.0K | 0.02% | +400 | New |
| Exane Derivatives | 338 | $9.25K | 0.00% | −2,663−88.7% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 250 | $7.00K | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 2 | $0 | 0.00% | +2 | New |
| Federated Hermes, Inc. | 3 | – | – | −15−83.3% | Reduced |
| Winton Group Ltd | 0 | $0 | 0.00% | −16,278−100.0% | Sold out |
| Evergreen Advisors, LLC | 0 | $0 | 0.00% | −11,263−100.0% | Sold out |
| Fourthstone LLC | 0 | $0 | 0.00% | −11,264−100.0% | Sold out |