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, Q1 2023
Institutional positions in Smartfinancial Inc. as of Mar 31, 2023. 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
- +1 vs. Q4 2022
- Shares held
- 8.45M
- +6.33K (+0.1%) vs. Q4 2022
- Total value
- $195.5M
- −$36.7M (−15.8%) vs. Q4 2022
- New holders
- 9
- 39 more added
- Sold out
- 8
- 24 more reduced
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Smartfinancial Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 1,330,956 | $30.8M | 0.00% | +73,860+5.9% | Added |
| Vanguard Group Inc | 773,912 | $17.9M | 0.00% | +24,580+3.3% | Added |
| Cravens & Co Advisors, LLC | 720,726 | $16.7M | 15.57% | −6,040−0.8% | Reduced |
| Private Capital Management, LLC | 613,755 | $14.2M | 1.69% | +68,229+12.5% | Added |
| Banc Funds Co LLC | 587,648 | $13.6M | 1.45% | −12,000−2.0% | Reduced |
| Dimensional Fund Advisors LP | 536,753 | $12.4M | 0.00% | +19,451+3.8% | Added |
| State Street Corp | 299,389 | $6.93M | 0.00% | +36,166+13.7% | Added |
| Geode Capital Management, LLC | 290,101 | $6.71M | 0.00% | +7,741+2.7% | Added |
| Forest Hill Capital, LLC | 265,649 | $6.15M | 2.67% | 00.0% | Unchanged |
| Salzhauer Michael | 230,922 | $5.34M | 4.87% | +5,668+2.5% | Added |
| Wellington Management Group LLP | 165,211 | $3.82M | 0.00% | −31,189−15.9% | Reduced |
| Bridgeway Capital Management, LLC | 158,410 | $3.67M | 0.10% | +61,410+63.3% | Added |
| Alliancebernstein L.P. | 151,216 | $3.50M | 0.00% | +34,500+29.6% | Added |
| JPMorgan Chase & Co | 151,018 | $3.49M | 0.00% | −44,540−22.8% | Reduced |
| Elizabeth Park Capital Advisors, Ltd. | 148,160 | $3.43M | 2.20% | 00.0% | Unchanged |
| Foundry Partners, LLC | 139,440 | $3.23M | 0.20% | −615−0.4% | Reduced |
| Renaissance Technologies LLC | 139,374 | $3.23M | 0.00% | +100+0.1% | Added |
| BHZ Capital Management, LP | 128,509 | $2.97M | 1.81% | −1,152−0.9% | Reduced |
| Northern Trust Corp | 127,898 | $2.96M | 0.00% | −27,088−17.5% | Reduced |
| American Century Companies Inc | 105,330 | $2.39M | 0.00% | +22,076+26.5% | Added |
| Bank of New York Mellon Corp | 81,519 | $1.89M | 0.00% | −5,598−6.4% | Reduced |
| RMB Capital Management, LLC | 71,966 | $1.67M | 0.06% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 69,319 | $1.60M | 0.00% | +5,416+8.5% | Added |
| Stifel Financial Corp | 61,000 | $1.41M | 0.00% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 57,573 | $1.33M | 0.15% | 00.0% | Unchanged |
| LBMC Investment Advisors, LLC | 44,298 | $1.03M | 0.10% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 41,786 | $966.9K | 0.00% | +853+2.1% | Added |
| Nuveen Asset Management, LLC | 38,023 | $880.0K | 0.00% | −10,609−21.8% | Reduced |
| Pinnacle Financial Partners Inc | 36,763 | $850.7K | 0.02% | 00.0% | Unchanged |
| Ascent Wealth Partners, LLC | 35,280 | $816.4K | 0.16% | 00.0% | Unchanged |
| Patriot Investment Management Inc. | 34,938 | $808.5K | 0.07% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 34,400 | $796.0K | 0.00% | +1,300+3.9% | Added |
| Brandywine Global Investment Management, LLC | 34,130 | $789.8K | 0.01% | +1,928+6.0% | Added |
| Regions Financial Corp | 31,973 | $740.0K | 0.01% | 00.0% | Unchanged |
| Swiss National Bank | 30,947 | $716.1K | 0.00% | −3,700−10.7% | Reduced |
| Martingale Asset Management L P | 30,008 | $694.4K | 0.01% | −6,819−18.5% | Reduced |
| Caldwell Sutter Capital, Inc. | 28,431 | $657.9K | 0.48% | 00.0% | Unchanged |
| Kennedy Capital Management, Inc. | 27,007 | $624.9K | 0.02% | +18+0.1% | Added |
| Morgan Stanley | 25,005 | $578.6K | 0.00% | +3,750+17.6% | Added |
| Jacobs Levy Equity Management, Inc | 24,687 | $571.3K | 0.00% | −11,863−32.5% | Reduced |
| Invesco Ltd. | 24,353 | $563.5K | 0.00% | −3,806−13.5% | Reduced |
| Rhumbline Advisers | 23,709 | $549.0K | 0.00% | +514+2.2% | Added |
| Bailard, Inc. | 22,126 | $512.0K | 0.02% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 21,557 | $498.8K | 0.00% | −10,218−32.2% | Reduced |
| Barclays PLC | 21,351 | $494.1K | 0.00% | +3,231+17.8% | Added |
| STRS Ohio | 21,200 | $490.0K | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 20,800 | $481.3K | 0.00% | −1,239−5.6% | Reduced |
| Equitable Trust Co | 20,776 | $480.8K | 0.04% | +2,800+15.6% | Added |
| Truist Financial Corp | 20,296 | $469.6K | 0.00% | +49+0.2% | Added |
| Silver Oak Securities, Inc | 20,048 | $464.0K | 0.08% | +2,982+17.5% | Added |
| California State Teachers Retirement System | 18,379 | $425.3K | 0.00% | −303−1.6% | Reduced |
| Millennium Management LLC | 18,118 | $419.0K | 0.00% | +3,703+25.7% | Added |
| Warren Averett Asset Management, LLC | 16,527 | $382.4K | 0.02% | 00.0% | Unchanged |
| Bank of America Corp | 16,087 | $372.3K | 0.00% | +4,586+39.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 15,557 | $360.0K | 0.00% | +6,498+71.7% | Added |
| Ellsworth Advisors, LLC | 15,053 | $348.3K | 0.12% | +484+3.3% | Added |
| UBS Group AG | 14,510 | $335.8K | 0.00% | +1,137+8.5% | Added |
| Aptus Capital Advisors, LLC | 14,450 | $334.4K | 0.01% | 00.0% | Unchanged |
| Royal Bank of Canada | 13,086 | $303.0K | 0.00% | −1,685−11.4% | Reduced |
| BNP Paribas Arbitrage, SA | 12,576 | $291.0K | 0.00% | +9,774+348.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 12,112 | $280.3K | 0.00% | +12,112 | New |
| Panagora Asset Management Inc | 11,957 | $276.7K | 0.00% | +42+0.4% | Added |
| Credit Suisse AG | 11,608 | $268.6K | 0.00% | +1,180+11.3% | Added |
| Evergreen Advisors, LLC | 11,442 | $264.8K | 0.10% | +33+0.3% | Added |
| Leavell Investment Management, Inc. | 10,500 | $243.0K | 0.02% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 10,118 | $234.1K | 0.00% | +10,118 | New |
| Captrust Financial Advisors | 9,721 | $224.9K | 0.00% | +9,721 | New |
| Deutsche Bank AG | 9,657 | $223.5K | 0.00% | +2,676+38.3% | Added |
| Russell Investments Group, Ltd. | 9,606 | $222.3K | 0.00% | −60,764−86.3% | Reduced |
| Janus Henderson Group PLC | 9,545 | $220.7K | 0.00% | +9,545 | New |
| New York State Common Retirement Fund | 9,037 | $209.1K | 0.00% | −3,700−29.0% | Reduced |
| MetLife Investment Management | 8,657 | $200.3K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 8,290 | $191.8K | 0.00% | +700+9.2% | Added |
| American International Group, Inc. | 7,489 | $173.3K | 0.00% | +150+2.0% | Added |
| Legal & General Group Plc | 6,148 | $142.3K | 0.00% | +909+17.4% | Added |
| SG Americas Securities, LLC | 5,828 | $135.0K | 0.00% | −797−12.0% | Reduced |
| HHM Wealth Advisors, LLC | 5,529 | $127.9K | 0.03% | +760+15.9% | Added |
| Public Employees Retirement System of Ohio | 3,773 | $87.0K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 2,759 | $63.8K | 0.00% | +2,759 | New |
| Amalgamated Bank | 1,613 | $37.0K | 0.00% | −360−18.2% | Reduced |
| Proffitt & Goodson Inc | 1,429 | $33.1K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,200 | $28.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,098 | $25.4K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,000 | $23.1K | 0.00% | −32−3.1% | Reduced |
| Metropolitan Life Insurance Co | 887 | $20.5K | 0.00% | −247−21.8% | Reduced |
| Tower Research Capital LLC (TRC) | 884 | $20.0K | 0.00% | +881+29,366.7% | Added |
| FinTrust Capital Advisors, LLC | 659 | $18.1K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 710 | $16.4K | 0.00% | +519+271.7% | Added |
| Great West Life Assurance Co | 588 | $14.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 530 | $12.3K | 0.00% | +530 | New |
| Citigroup Inc | 362 | $8.38K | 0.00% | −101−21.8% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 250 | $6.00K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 300 | $6.00K | 0.00% | +300 | New |
| Gladius Capital Management LP | 242 | $5.60K | 0.00% | +242 | New |
| CWM, LLC | 220 | $5.00K | 0.00% | +167+315.1% | Added |
| Allspring Global Investments Holdings, LLC | 139 | $3.22K | 0.00% | +139 | New |
| Covestor Ltd | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Deprince Race & Zollo Inc | 0 | $0 | 0.00% | −90,850−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −45,537−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −23,065−100.0% | Sold out |