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 |
|---|---|---|---|---|---|
| Covestor Ltd | 1 | $0 | 0.00% | +1 | New |
| Wells Fargo & Company | 40 | $1.00K | 0.00% | −158−79.8% | Reduced |
| 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 |
| Federated Hermes, Inc. | 162 | $4.00K | 0.00% | +15+10.2% | Added |
| FMR LLC | 142 | $4.00K | 0.00% | +93+189.8% | Added |
| Citigroup Inc | 237 | $6.00K | 0.00% | −876−78.7% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 250 | $6.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 500 | $12.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 659 | $18.0K | 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 |
| Ameritas Investment Partners, Inc. | 1,098 | $27.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 1,134 | $28.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Legal & General Group Plc | 1,471 | $36.0K | 0.00% | +199+15.6% | Added |
| Amalgamated Bank | 1,973 | $49.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,563 | $63.0K | 0.00% | −2,051−44.5% | Reduced |
| Public Employees Retirement System of Ohio | 4,629 | $114.0K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 4,827 | $119.0K | 0.00% | −1,278−20.9% | Reduced |
| Bank of America Corp | 5,251 | $129.0K | 0.00% | +2,619+99.5% | Added |
| BNP Paribas Arbitrage, SA | 5,401 | $133.5K | 0.00% | +1,477+37.6% | Added |
| California State Teachers Retirement System | 6,124 | $151.0K | 0.00% | −511−7.7% | Reduced |
| Deutsche Bank AG | 6,879 | $170.0K | 0.00% | −1,035−13.1% | Reduced |
| American International Group, Inc. | 7,366 | $182.0K | 0.00% | +104+1.4% | Added |
| UBS Group AG | 7,444 | $184.0K | 0.00% | −1,070−12.6% | Reduced |
| Advisor Group Holdings, Inc. | 7,590 | $188.0K | 0.00% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 8,512 | $210.0K | 0.08% | −4,163−32.8% | Reduced |
| MetLife Investment Management | 8,657 | $213.9K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 9,045 | $223.0K | 0.00% | +17+0.2% | 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 |
| New York State Common Retirement Fund | 10,041 | $248.0K | 0.00% | +47+0.5% | Added |
| Leavell Investment Management, Inc. | 10,500 | $259.0K | 0.02% | 00.0% | Unchanged |
| Evergreen Advisors, LLC | 11,382 | $281.0K | 0.12% | +32+0.3% | Added |
| HSBC Holdings PLC | 11,601 | $289.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 12,204 | $302.0K | 0.00% | +916+8.1% | Added |
| Silver Oak Securities, Inc | 16,400 | $350.5K | 0.08% | −666−3.9% | Reduced |
| Aptus Capital Advisors, LLC | 14,450 | $357.0K | 0.01% | 00.0% | Unchanged |
| Ellsworth Advisors, LLC | 14,601 | $361.0K | 0.15% | −727−4.7% | Reduced |
| Panagora Asset Management Inc | 15,014 | $371.0K | 0.00% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 16,527 | $408.0K | 0.03% | 00.0% | Unchanged |
| Millennium Management LLC | 17,644 | $436.0K | 0.00% | +17,644 | New |
| Equitable Trust Co | 17,976 | $444.0K | 0.04% | −1,575−8.1% | Reduced |
| Invesco Ltd. | 18,124 | $448.0K | 0.00% | −14,659−44.7% | Reduced |
| Acadian Asset Management LLC | 18,911 | $466.0K | 0.00% | +6,168+48.4% | Added |
| Truist Financial Corp | 20,209 | $499.0K | 0.00% | +44+0.2% | Added |
| Two Sigma Investments, LP | 20,970 | $518.0K | 0.00% | +6,242+42.4% | Added |
| Bailard, Inc. | 22,126 | $547.0K | 0.02% | 00.0% | Unchanged |
| Rhumbline Advisers | 22,663 | $560.0K | 0.00% | +1,274+6.0% | Added |
| STRS Ohio | 24,800 | $612.0K | 0.00% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 24,900 | $615.0K | 0.00% | +3,800+18.0% | Added |
| Citadel Advisors LLC | 26,002 | $642.0K | 0.00% | +10,283+65.4% | Added |
| Jacobs Levy Equity Management, Inc | 29,892 | $739.0K | 0.01% | −2,294−7.1% | Reduced |
| RMB Capital Management, LLC | 30,000 | $741.0K | 0.03% | 00.0% | Unchanged |
| Morgan Stanley | 32,542 | $803.0K | 0.00% | +442+1.4% | Added |
| Captrust Financial Advisors | 33,633 | $831.0K | 0.00% | +17+0.1% | Added |
| Patriot Investment Management Inc. | 34,938 | $863.0K | 0.09% | 00.0% | Unchanged |
| Barclays PLC | 35,645 | $880.0K | 0.00% | +895+2.6% | Added |
| Martingale Asset Management L P | 36,457 | $902.0K | 0.02% | +50.0% | Added |
| Victory Capital Management Inc | 37,500 | $927.0K | 0.00% | −3,800−9.2% | Reduced |
| Kennedy Capital Management, Inc. | 39,812 | $984.0K | 0.03% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 40,306 | $996.0K | 0.00% | +70.0% | Added |
| LBMC Investment Advisors, LLC | 44,298 | $1.09M | 0.13% | 00.0% | Unchanged |
| Penn Capital Management Co Inc | 47,712 | $1.18M | 0.13% | +35,176+280.6% | Added |
| Nuveen Asset Management, LLC | 55,678 | $1.38M | 0.00% | −1,294−2.3% | Reduced |
| Goldman Sachs Group Inc | 56,756 | $1.40M | 0.00% | −91−0.2% | Reduced |
| Crescent Grove Advisors, LLC | 57,573 | $1.42M | 0.16% | −7,500−11.5% | Reduced |
| Stifel Financial Corp | 61,000 | $1.51M | 0.00% | 00.0% | Unchanged |
| American Century Companies Inc | 63,179 | $1.56M | 0.00% | +6,649+11.8% | Added |
| Regions Financial Corp | 68,684 | $1.70M | 0.02% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 83,822 | $2.07M | 0.00% | +4,729+6.0% | Added |
| Russell Investments Group, Ltd. | 87,636 | $2.16M | 0.00% | +38,532+78.5% | Added |
| Bridgeway Capital Management, LLC | 97,000 | $2.40M | 0.06% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 111,057 | $2.74M | 0.00% | +16,632+17.6% | Added |
| BHZ Capital Management, LP | 144,082 | $3.56M | 1.82% | 00.0% | Unchanged |
| Elizabeth Park Capital Advisors, Ltd. | 148,160 | $3.66M | 1.68% | 00.0% | Unchanged |
| Northern Trust Corp | 152,752 | $3.77M | 0.00% | −292−0.2% | Reduced |
| Deprince Race & Zollo Inc | 154,047 | $3.81M | 0.10% | +81,550+112.5% | Added |
| JPMorgan Chase & Co | 163,729 | $4.05M | 0.00% | +56,246+52.3% | Added |
| Renaissance Technologies LLC | 165,074 | $4.08M | 0.01% | −34,600−17.3% | Reduced |
| Wellington Management Group LLP | 166,811 | $4.12M | 0.00% | −1,392−0.8% | Reduced |
| Foundry Partners, LLC | 168,600 | $4.17M | 0.26% | +2,345+1.4% | Added |
| Salzhauer Michael | 221,389 | $5.47M | 3.47% | +50,522+29.6% | Added |
| State Street Corp | 254,954 | $6.30M | 0.00% | +8,777+3.6% | Added |
| Forest Hill Capital, LLC | 261,666 | $6.47M | 2.76% | +1000.0% | Added |
| Geode Capital Management, LLC | 266,846 | $6.59M | 0.00% | +1,609+0.6% | Added |
| Dimensional Fund Advisors LP | 490,413 | $12.1M | 0.00% | +18,676+4.0% | Added |
| Private Capital Management, LLC | 545,877 | $13.5M | 2.06% | −56,168−9.3% | Reduced |
| Banc Funds Co LLC | 679,185 | $16.8M | 1.55% | 00.0% | Unchanged |
| Vanguard Group Inc | 688,956 | $17.0M | 0.00% | −2,263−0.3% | Reduced |
| BlackRock Inc. | 1,161,091 | $28.7M | 0.00% | −11,541−1.0% | Reduced |
| 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 |