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