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 2022
Institutional positions in Smartfinancial Inc. as of Dec 31, 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
- 96
- +3 vs. Q3 2022
- Shares held
- 8.44M
- +942.2K (+12.6%) vs. Q3 2022
- Total value
- $232.1M
- +$46.8M (+25.3%) vs. Q3 2022
- New holders
- 11
- 39 more added
- Sold out
- 8
- 25 more reduced
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Smartfinancial Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 1,257,096 | $34.6M | 0.00% | +96,005+8.3% | Added |
| Vanguard Group Inc | 749,332 | $20.6M | 0.00% | +60,376+8.8% | Added |
| Cravens & Co Advisors, LLC | 726,766 | $20.0M | 18.49% | +726,766 | New |
| Banc Funds Co LLC | 599,648 | $16.5M | 1.46% | −79,537−11.7% | Reduced |
| Private Capital Management, LLC | 545,526 | $15.0M | 2.05% | −351−0.1% | Reduced |
| Dimensional Fund Advisors LP | 517,302 | $14.2M | 0.01% | +26,889+5.5% | Added |
| Geode Capital Management, LLC | 282,360 | $7.76M | 0.00% | +15,514+5.8% | Added |
| Forest Hill Capital, LLC | 265,649 | $7.31M | 3.08% | +3,983+1.5% | Added |
| State Street Corp | 263,223 | $7.24M | 0.00% | +8,269+3.2% | Added |
| Salzhauer Michael | 225,254 | $6.19M | 3.74% | +3,865+1.7% | Added |
| Wellington Management Group LLP | 196,400 | $5.40M | 0.00% | +29,589+17.7% | Added |
| JPMorgan Chase & Co | 195,558 | $5.38M | 0.00% | +31,829+19.4% | Added |
| Northern Trust Corp | 154,986 | $4.26M | 0.00% | +2,234+1.5% | Added |
| Elizabeth Park Capital Advisors, Ltd. | 148,160 | $4.07M | 1.82% | 00.0% | Unchanged |
| Foundry Partners, LLC | 140,055 | $3.85M | 0.21% | −28,545−16.9% | Reduced |
| Renaissance Technologies LLC | 139,274 | $3.83M | 0.01% | −25,800−15.6% | Reduced |
| BHZ Capital Management, LP | 129,661 | $3.57M | 1.78% | −14,421−10.0% | Reduced |
| Alliancebernstein L.P. | 116,716 | $3.21M | 0.00% | +5,659+5.1% | Added |
| Bridgeway Capital Management, LLC | 97,000 | $2.67M | 0.07% | 00.0% | Unchanged |
| Deprince Race & Zollo Inc | 90,850 | $2.50M | 0.06% | −63,197−41.0% | Reduced |
| Bank of New York Mellon Corp | 87,117 | $2.40M | 0.00% | +3,295+3.9% | Added |
| American Century Companies Inc | 83,254 | $2.29M | 0.00% | +20,075+31.8% | Added |
| RMB Capital Management, LLC | 71,966 | $1.98M | 0.07% | +41,966+139.9% | Added |
| Russell Investments Group, Ltd. | 70,370 | $1.94M | 0.00% | −17,266−19.7% | Reduced |
| Goldman Sachs Group Inc | 63,903 | $1.76M | 0.00% | +7,147+12.6% | Added |
| Stifel Financial Corp | 61,000 | $1.68M | 0.00% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 57,573 | $1.58M | 0.16% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 48,632 | $1.34M | 0.00% | −7,046−12.7% | Reduced |
| EAM Investors, LLC | 45,537 | $1.25M | 0.26% | +45,537 | New |
| LBMC Investment Advisors, LLC | 44,298 | $1.22M | 0.13% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 40,933 | $1.13M | 0.00% | +627+1.6% | Added |
| Martingale Asset Management L P | 36,827 | $1.01M | 0.02% | +370+1.0% | Added |
| Pinnacle Financial Partners Inc | 36,763 | $1.01M | 0.03% | +36,763 | New |
| Jacobs Levy Equity Management, Inc | 36,550 | $1.01M | 0.01% | +6,658+22.3% | Added |
| Ascent Wealth Partners, LLC | 35,280 | $970.2K | 0.21% | +35,280 | New |
| Swiss National Bank | 34,647 | $952.8K | 0.00% | +34,647 | New |
| Patriot Investment Management Inc. | 34,938 | $922.7K | 0.08% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 33,100 | $910.3K | 0.00% | +8,200+32.9% | Added |
| Brandywine Global Investment Management, LLC | 32,202 | $885.6K | 0.01% | +32,202 | New |
| Regions Financial Corp | 31,973 | $879.0K | 0.01% | −36,711−53.4% | Reduced |
| Two Sigma Investments, LP | 31,775 | $873.8K | 0.00% | +10,805+51.5% | Added |
| Caldwell Sutter Capital, Inc. | 28,431 | $781.9K | 0.69% | +28,431 | New |
| Invesco Ltd. | 28,159 | $774.4K | 0.00% | +10,035+55.4% | Added |
| Kennedy Capital Management, Inc. | 26,989 | $742.2K | 0.02% | −12,823−32.2% | Reduced |
| Rhumbline Advisers | 23,195 | $638.0K | 0.00% | +532+2.3% | Added |
| Citadel Advisors LLC | 23,065 | $634.3K | 0.00% | −2,937−11.3% | Reduced |
| Bailard, Inc. | 22,126 | $608.5K | 0.02% | 00.0% | Unchanged |
| Victory Capital Management Inc | 22,039 | $606.1K | 0.00% | −15,461−41.2% | Reduced |
| Morgan Stanley | 21,255 | $584.5K | 0.00% | −11,287−34.7% | Reduced |
| STRS Ohio | 21,200 | $583.0K | 0.00% | −3,600−14.5% | Reduced |
| Truist Financial Corp | 20,247 | $556.8K | 0.00% | +38+0.2% | Added |
| California State Teachers Retirement System | 18,682 | $513.8K | 0.00% | +12,558+205.1% | Added |
| Barclays PLC | 18,120 | $498.3K | 0.00% | −17,525−49.2% | Reduced |
| Equitable Trust Co | 17,976 | $494.3K | 0.04% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 17,066 | $469.0K | 0.09% | +666+4.1% | Added |
| Warren Averett Asset Management, LLC | 16,527 | $454.5K | 0.03% | 00.0% | Unchanged |
| Royal Bank of Canada | 14,771 | $406.0K | 0.00% | +2,567+21.0% | Added |
| Aptus Capital Advisors, LLC | 14,450 | $397.4K | 0.01% | 00.0% | Unchanged |
| Millennium Management LLC | 14,415 | $396.0K | 0.00% | −3,229−18.3% | Reduced |
| Ellsworth Advisors, LLC | 14,569 | $392.5K | 0.15% | −32−0.2% | Reduced |
| Acadian Asset Management LLC | 14,034 | $385.0K | 0.00% | −4,877−25.8% | Reduced |
| First Trust Advisors LP | 13,781 | $379.0K | 0.00% | +13,781 | New |
| UBS Group AG | 13,373 | $367.8K | 0.00% | +5,929+79.6% | Added |
| New York State Common Retirement Fund | 12,737 | $350.3K | 0.00% | +2,696+26.8% | Added |
| Panagora Asset Management Inc | 11,915 | $327.7K | 0.00% | −3,099−20.6% | Reduced |
| Bank of America Corp | 11,501 | $316.3K | 0.00% | +6,250+119.0% | Added |
| Evergreen Advisors, LLC | 11,409 | $313.7K | 0.12% | +27+0.2% | Added |
| Leavell Investment Management, Inc. | 10,500 | $289.0K | 0.02% | 00.0% | Unchanged |
| Credit Suisse AG | 10,428 | $286.8K | 0.00% | +10,343+12,168.2% | Added |
| Rather & Kittrell, Inc. | 9,374 | $257.8K | 0.14% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 9,059 | $249.0K | 0.00% | +14+0.2% | Added |
| UBS Asset Management Americas Inc | 8,700 | $239.3K | 0.00% | +8,700 | New |
| MetLife Investment Management | 8,657 | $238.1K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 7,590 | $209.0K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 7,339 | $201.8K | 0.00% | −27−0.4% | Reduced |
| Deutsche Bank AG | 6,981 | $192.0K | 0.00% | +102+1.5% | Added |
| SG Americas Securities, LLC | 6,625 | $182.0K | 0.00% | +1,798+37.2% | Added |
| Legal & General Group Plc | 5,239 | $144.1K | 0.00% | +3,768+256.2% | Added |
| HHM Wealth Advisors, LLC | 4,769 | $131.1K | 0.03% | +3,730+359.0% | Added |
| Public Employees Retirement System of Ohio | 3,773 | $104.0K | 0.00% | −856−18.5% | Reduced |
| BNP Paribas Arbitrage, SA | 2,802 | $77.1K | 0.00% | −2,599−48.1% | Reduced |
| Amalgamated Bank | 1,973 | $54.0K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 1,429 | $39.3K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,200 | $33.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 1,134 | $31.2K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,098 | $29.8K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,032 | $28.4K | 0.00% | −6−0.6% | Reduced |
| FinTrust Capital Advisors, LLC | 659 | $18.1K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 588 | $16.0K | 0.00% | +588 | New |
| Citigroup Inc | 463 | $12.7K | 0.00% | +226+95.4% | Added |
| Benjamin F. Edwards & Company, Inc. | 250 | $7.00K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 191 | $5.25K | 0.00% | +49+34.5% | Added |
| Federated Hermes, Inc. | 150 | $4.13K | 0.00% | −12−7.4% | Reduced |
| CWM, LLC | 53 | $1.00K | 0.00% | +53 | New |
| Tower Research Capital LLC (TRC) | 3 | $0 | 0.00% | −2,560−99.9% | Reduced |
| Covestor Ltd | 2 | $0 | 0.00% | +1+100.0% | Added |
| Penn Capital Management Co Inc | 0 | $0 | 0.00% | −47,712−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −33,633−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −11,601−100.0% | Sold out |
| Prudential Financial Inc | 0 | $0 | 0.00% | −9,374−100.0% | Sold out |