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 2022
Institutional positions in Smartfinancial Inc. as of Sep 30, 2022. 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
- 93
- −3 vs. Q2 2022
- Shares held
- 7.50M
- +69.4K (+0.9%) vs. Q2 2022
- Total value
- $185.3M
- +$5.75M (+3.2%) vs. Q2 2022
- New holders
- 2
- 37 more added
- Sold out
- 5
- 24 more reduced
1 institution that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2022: 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 2022
Shares, value and share of portfolio for each institution holding Smartfinancial Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 1,161,091 | $28.7M | 0.00% | −11,541−1.0% | Reduced |
| Vanguard Group Inc | 688,956 | $17.0M | 0.00% | −2,263−0.3% | Reduced |
| Banc Funds Co LLC | 679,185 | $16.8M | 1.55% | 00.0% | Unchanged |
| Private Capital Management, LLC | 545,877 | $13.5M | 2.06% | −56,168−9.3% | Reduced |
| Dimensional Fund Advisors LP | 490,413 | $12.1M | 0.00% | +18,676+4.0% | Added |
| Geode Capital Management, LLC | 266,846 | $6.59M | 0.00% | +1,609+0.6% | Added |
| Forest Hill Capital, LLC | 261,666 | $6.47M | 2.76% | +1000.0% | Added |
| State Street Corp | 254,954 | $6.30M | 0.00% | +8,777+3.6% | Added |
| Salzhauer Michael | 221,389 | $5.47M | 3.47% | +50,522+29.6% | Added |
| Foundry Partners, LLC | 168,600 | $4.17M | 0.26% | +2,345+1.4% | Added |
| Wellington Management Group LLP | 166,811 | $4.12M | 0.00% | −1,392−0.8% | Reduced |
| Renaissance Technologies LLC | 165,074 | $4.08M | 0.01% | −34,600−17.3% | Reduced |
| JPMorgan Chase & Co | 163,729 | $4.05M | 0.00% | +56,246+52.3% | Added |
| Deprince Race & Zollo Inc | 154,047 | $3.81M | 0.10% | +81,550+112.5% | Added |
| Northern Trust Corp | 152,752 | $3.77M | 0.00% | −292−0.2% | Reduced |
| Elizabeth Park Capital Advisors, Ltd. | 148,160 | $3.66M | 1.68% | 00.0% | Unchanged |
| BHZ Capital Management, LP | 144,082 | $3.56M | 1.82% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 111,057 | $2.74M | 0.00% | +16,632+17.6% | Added |
| Bridgeway Capital Management, LLC | 97,000 | $2.40M | 0.06% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 87,636 | $2.16M | 0.00% | +38,532+78.5% | Added |
| Bank of New York Mellon Corp | 83,822 | $2.07M | 0.00% | +4,729+6.0% | Added |
| Regions Financial Corp | 68,684 | $1.70M | 0.02% | 00.0% | Unchanged |
| American Century Companies Inc | 63,179 | $1.56M | 0.00% | +6,649+11.8% | Added |
| Stifel Financial Corp | 61,000 | $1.51M | 0.00% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 57,573 | $1.42M | 0.16% | −7,500−11.5% | Reduced |
| Goldman Sachs Group Inc | 56,756 | $1.40M | 0.00% | −91−0.2% | Reduced |
| Nuveen Asset Management, LLC | 55,678 | $1.38M | 0.00% | −1,294−2.3% | Reduced |
| Penn Capital Management Co Inc | 47,712 | $1.18M | 0.13% | +35,176+280.6% | Added |
| LBMC Investment Advisors, LLC | 44,298 | $1.09M | 0.13% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 40,306 | $996.0K | 0.00% | +70.0% | Added |
| Kennedy Capital Management, Inc. | 39,812 | $984.0K | 0.03% | 00.0% | Unchanged |
| Victory Capital Management Inc | 37,500 | $927.0K | 0.00% | −3,800−9.2% | Reduced |
| Martingale Asset Management L P | 36,457 | $902.0K | 0.02% | +50.0% | Added |
| Barclays PLC | 35,645 | $880.0K | 0.00% | +895+2.6% | Added |
| Patriot Investment Management Inc. | 34,938 | $863.0K | 0.09% | 00.0% | Unchanged |
| Captrust Financial Advisors | 33,633 | $831.0K | 0.00% | +17+0.1% | Added |
| Morgan Stanley | 32,542 | $803.0K | 0.00% | +442+1.4% | Added |
| RMB Capital Management, LLC | 30,000 | $741.0K | 0.03% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 29,892 | $739.0K | 0.01% | −2,294−7.1% | Reduced |
| Citadel Advisors LLC | 26,002 | $642.0K | 0.00% | +10,283+65.4% | Added |
| Two Sigma Advisers, LP | 24,900 | $615.0K | 0.00% | +3,800+18.0% | Added |
| STRS Ohio | 24,800 | $612.0K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 22,663 | $560.0K | 0.00% | +1,274+6.0% | Added |
| Bailard, Inc. | 22,126 | $547.0K | 0.02% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 20,970 | $518.0K | 0.00% | +6,242+42.4% | Added |
| Truist Financial Corp | 20,209 | $499.0K | 0.00% | +44+0.2% | Added |
| Acadian Asset Management LLC | 18,911 | $466.0K | 0.00% | +6,168+48.4% | Added |
| Invesco Ltd. | 18,124 | $448.0K | 0.00% | −14,659−44.7% | Reduced |
| Equitable Trust Co | 17,976 | $444.0K | 0.04% | −1,575−8.1% | Reduced |
| Millennium Management LLC | 17,644 | $436.0K | 0.00% | +17,644 | New |
| Warren Averett Asset Management, LLC | 16,527 | $408.0K | 0.03% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 15,014 | $371.0K | 0.00% | 00.0% | Unchanged |
| Ellsworth Advisors, LLC | 14,601 | $361.0K | 0.15% | −727−4.7% | Reduced |
| Aptus Capital Advisors, LLC | 14,450 | $357.0K | 0.01% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 16,400 | $350.5K | 0.08% | −666−3.9% | Reduced |
| Royal Bank of Canada | 12,204 | $302.0K | 0.00% | +916+8.1% | Added |
| HSBC Holdings PLC | 11,601 | $289.0K | 0.00% | 00.0% | Unchanged |
| Evergreen Advisors, LLC | 11,382 | $281.0K | 0.12% | +32+0.3% | Added |
| Leavell Investment Management, Inc. | 10,500 | $259.0K | 0.02% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 10,041 | $248.0K | 0.00% | +47+0.5% | Added |
| Rather & Kittrell, Inc. | 9,374 | $231.0K | 0.24% | 00.0% | Unchanged |
| Prudential Financial Inc | 9,374 | $231.0K | 0.00% | +700+8.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 9,045 | $223.0K | 0.00% | +17+0.2% | Added |
| MetLife Investment Management | 8,657 | $213.9K | 0.00% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 8,512 | $210.0K | 0.08% | −4,163−32.8% | Reduced |
| Advisor Group Holdings, Inc. | 7,590 | $188.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 7,444 | $184.0K | 0.00% | −1,070−12.6% | Reduced |
| American International Group, Inc. | 7,366 | $182.0K | 0.00% | +104+1.4% | Added |
| Deutsche Bank AG | 6,879 | $170.0K | 0.00% | −1,035−13.1% | Reduced |
| California State Teachers Retirement System | 6,124 | $151.0K | 0.00% | −511−7.7% | Reduced |
| BNP Paribas Arbitrage, SA | 5,401 | $133.5K | 0.00% | +1,477+37.6% | Added |
| Bank of America Corp | 5,251 | $129.0K | 0.00% | +2,619+99.5% | Added |
| SG Americas Securities, LLC | 4,827 | $119.0K | 0.00% | −1,278−20.9% | Reduced |
| Public Employees Retirement System of Ohio | 4,629 | $114.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,563 | $63.0K | 0.00% | −2,051−44.5% | Reduced |
| Amalgamated Bank | 1,973 | $49.0K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,471 | $36.0K | 0.00% | +199+15.6% | Added |
| Proffitt & Goodson Inc | 1,429 | $35.0K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,200 | $35.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 1,134 | $28.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,098 | $27.0K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 1,039 | $26.0K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,038 | $26.0K | 0.01% | +38+3.8% | Added |
| FinTrust Capital Advisors, LLC | 659 | $18.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 500 | $12.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 237 | $6.00K | 0.00% | −876−78.7% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 250 | $6.00K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 162 | $4.00K | 0.00% | +15+10.2% | Added |
| FMR LLC | 142 | $4.00K | 0.00% | +93+189.8% | Added |
| Aquatic Capital Management LLC | 100 | $2.00K | 0.00% | −400−80.0% | Reduced |
| Credit Suisse AG | 85 | $2.00K | 0.00% | +70+466.7% | Added |
| Wells Fargo & Company | 40 | $1.00K | 0.00% | −158−79.8% | Reduced |
| Covestor Ltd | 1 | $0 | 0.00% | +1 | New |
| Basswood Capital Management, L.L.C. | 0 | $0 | 0.00% | −68,178−100.0% | Sold out |
| Walthausen & Co., LLC | 0 | $0 | 0.00% | −63,895−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | 0 | $0 | 0.00% | −11,718−100.0% | Sold out |
| Fourthstone LLC | 0 | $0 | 0.00% | −9,511−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −1,581−100.0% | Sold out |
| Exane Derivatives | – | – | – | – | Not filed |