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