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, Q2 2023
Institutional positions in Smartfinancial Inc. as of Jun 30, 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
- 95
- −2 vs. Q1 2023
- Shares held
- 8.38M
- −64.9K (−0.8%) vs. Q1 2023
- Total value
- $180.4M
- −$15.1M (−7.7%) vs. Q1 2023
- New holders
- 7
- 33 more added
- Sold out
- 9
- 27 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Smartfinancial Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 1,341,424 | $28.9M | 0.00% | +10,468+0.8% | Added |
| Vanguard Group Inc | 766,179 | $16.5M | 0.00% | −7,733−1.0% | Reduced |
| Cravens & Co Advisors, LLC | 714,257 | $15.4M | 14.14% | −6,469−0.9% | Reduced |
| Private Capital Management, LLC | 606,805 | $13.1M | 1.58% | −6,950−1.1% | Reduced |
| Banc Funds Co LLC | 587,648 | $12.6M | 1.49% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 562,767 | $12.1M | 0.00% | +26,014+4.8% | Added |
| State Street Corp | 323,402 | $6.96M | 0.00% | +24,013+8.0% | Added |
| Geode Capital Management, LLC | 302,447 | $6.51M | 0.00% | +12,346+4.3% | Added |
| Forest Hill Capital, LLC | 265,649 | $5.71M | 2.71% | 00.0% | Unchanged |
| Salzhauer Michael | 233,022 | $5.01M | 5.41% | +2,100+0.9% | Added |
| Alliancebernstein L.P. | 211,631 | $4.55M | 0.00% | +60,415+40.0% | Added |
| Bridgeway Capital Management, LLC | 166,050 | $3.57M | 0.09% | +7,640+4.8% | Added |
| Elizabeth Park Capital Advisors, Ltd. | 148,160 | $3.19M | 2.32% | 00.0% | Unchanged |
| Northern Trust Corp | 142,050 | $3.06M | 0.00% | +14,152+11.1% | Added |
| Renaissance Technologies LLC | 139,674 | $3.00M | 0.00% | +300+0.2% | Added |
| American Century Companies Inc | 114,512 | $2.46M | 0.00% | +9,182+8.7% | Added |
| Wellington Management Group LLP | 110,153 | $2.37M | 0.00% | −55,058−33.3% | Reduced |
| BHZ Capital Management, LP | 80,933 | $1.74M | 1.47% | −47,576−37.0% | Reduced |
| Foundry Partners, LLC | 73,600 | $1.58M | 0.10% | −65,840−47.2% | Reduced |
| Goldman Sachs Group Inc | 73,020 | $1.57M | 0.00% | +3,701+5.3% | Added |
| RMB Capital Management, LLC | 71,966 | $1.55M | 0.05% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 70,801 | $1.52M | 0.00% | −10,718−13.1% | Reduced |
| Stifel Financial Corp | 61,000 | $1.31M | 0.00% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 57,573 | $1.24M | 0.13% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 49,297 | $1.06M | 0.00% | −101,721−67.4% | Reduced |
| Empowered Funds, LLC | 46,050 | $990.5K | 0.03% | +46,050 | New |
| EA Series Trust | 46,050 | $990.5K | 0.03% | +46,050 | New |
| LBMC Investment Advisors, LLC | 44,298 | $952.9K | 0.09% | 00.0% | Unchanged |
| Kennedy Capital Management, Inc. | 42,517 | $914.5K | 0.02% | +15,510+57.4% | Added |
| Charles Schwab Investment Management Inc | 42,445 | $913.0K | 0.00% | +659+1.6% | Added |
| Nuveen Asset Management, LLC | 38,023 | $817.9K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 37,647 | $809.8K | 0.00% | +27,926+287.3% | Added |
| Pinnacle Financial Partners Inc | 36,763 | $790.8K | 0.02% | 00.0% | Unchanged |
| Morgan Stanley | 36,187 | $778.4K | 0.00% | +11,182+44.7% | Added |
| Ascent Wealth Partners, LLC | 35,280 | $758.9K | 0.13% | 00.0% | Unchanged |
| Patriot Investment Management Inc. | 34,938 | $751.5K | 0.06% | 00.0% | Unchanged |
| Brandywine Global Investment Management, LLC | 34,390 | $739.7K | 0.01% | +260+0.8% | Added |
| Two Sigma Advisers, LP | 32,400 | $696.9K | 0.00% | −2,000−5.8% | Reduced |
| Regions Financial Corp | 31,973 | $687.7K | 0.01% | 00.0% | Unchanged |
| Swiss National Bank | 30,947 | $665.7K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 30,759 | $661.6K | 0.00% | +18,647+154.0% | Added |
| Caldwell Sutter Capital, Inc. | 28,431 | $611.6K | 0.32% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 26,750 | $575.4K | 0.00% | +5,193+24.1% | Added |
| Rhumbline Advisers | 23,373 | $502.8K | 0.00% | −336−1.4% | Reduced |
| STRS Ohio | 23,000 | $494.0K | 0.00% | +1,800+8.5% | Added |
| Victory Capital Management Inc | 20,950 | $450.6K | 0.00% | +150+0.7% | Added |
| Invesco Ltd. | 20,549 | $442.0K | 0.00% | −3,804−15.6% | Reduced |
| Truist Financial Corp | 20,357 | $437.9K | 0.00% | +61+0.3% | Added |
| Barclays PLC | 19,899 | $428.0K | 0.00% | −1,452−6.8% | Reduced |
| Jacobs Levy Equity Management, Inc | 19,624 | $422.1K | 0.00% | −5,063−20.5% | Reduced |
| California State Teachers Retirement System | 17,988 | $386.9K | 0.00% | −391−2.1% | Reduced |
| Silver Oak Securities, Inc | 17,066 | $367.0K | 0.06% | −2,982−14.9% | Reduced |
| Warren Averett Asset Management, LLC | 16,527 | $355.5K | 0.02% | 00.0% | Unchanged |
| Equitable Trust Co | 15,425 | $331.8K | 0.03% | −5,351−25.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 14,587 | $314.0K | 0.00% | −970−6.2% | Reduced |
| Aptus Capital Advisors, LLC | 14,450 | $310.8K | 0.01% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 14,406 | $310.0K | 0.00% | +4,861+50.9% | Added |
| UBS Group AG | 14,265 | $306.8K | 0.00% | −245−1.7% | Reduced |
| Royal Bank of Canada | 14,096 | $303.0K | 0.00% | +1,010+7.7% | Added |
| Bank of America Corp | 13,470 | $289.7K | 0.00% | −2,617−16.3% | Reduced |
| Martingale Asset Management L P | 12,684 | $272.8K | 0.01% | −17,324−57.7% | Reduced |
| Credit Suisse AG | 11,557 | $248.6K | 0.00% | −51−0.4% | Reduced |
| Evergreen Advisors, LLC | 11,484 | $247.0K | 0.09% | +42+0.4% | Added |
| Citadel Advisors LLC | 10,694 | $230.0K | 0.00% | +10,694 | New |
| Leavell Investment Management, Inc. | 10,500 | $226.0K | 0.02% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 10,436 | $224.5K | 0.00% | +318+3.1% | Added |
| Deutsche Bank AG | 9,542 | $205.2K | 0.00% | −115−1.2% | Reduced |
| Legal & General Group Plc | 9,535 | $205.1K | 0.00% | +3,387+55.1% | Added |
| MetLife Investment Management | 8,657 | $186.2K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 7,632 | $164.2K | 0.00% | +143+1.9% | Added |
| Tower Research Capital LLC (TRC) | 6,315 | $135.8K | 0.00% | +5,431+614.4% | Added |
| Wells Fargo & Company | 6,041 | $129.9K | 0.00% | +3,282+119.0% | Added |
| HHM Wealth Advisors, LLC | 5,529 | $118.9K | 0.02% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 5,521 | $118.8K | 0.00% | −4,085−42.5% | Reduced |
| Citigroup Inc | 5,099 | $109.7K | 0.00% | +4,737+1,308.6% | Added |
| New York State Common Retirement Fund | 4,422 | $95.1K | 0.00% | −4,615−51.1% | Reduced |
| BNP Paribas Arbitrage, SA | 4,309 | $92.7K | 0.00% | −8,267−65.7% | Reduced |
| Public Employees Retirement System of Ohio | 3,773 | $81.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 1,554 | $33.0K | 0.00% | −59−3.7% | Reduced |
| Lazard Asset Management LLC | 1,457 | $31.0K | 0.00% | +1,457 | New |
| Proffitt & Goodson Inc | 1,429 | $30.7K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,200 | $25.8K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,098 | $23.6K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,000 | $21.5K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 887 | $19.1K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 659 | $18.1K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 588 | $13.0K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 294 | $6.32K | 0.00% | +155+111.5% | Added |
| CWM, LLC | 300 | $6.00K | 0.00% | +80+36.4% | Added |
| Aquatic Capital Management LLC | 300 | $6.00K | 0.00% | +300 | New |
| Benjamin F. Edwards & Company, Inc. | 250 | $5.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 188 | $4.04K | 0.00% | +188 | New |
| FMR LLC | 97 | $2.09K | 0.00% | −613−86.3% | Reduced |
| Covestor Ltd | 36 | $1.00K | 0.00% | +34+1,700.0% | Added |
| Versant Capital Management, Inc | 8 | $172 | 0.00% | +8 | New |
| Bailard, Inc. | 0 | $0 | 0.00% | −22,126−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −18,118−100.0% | Sold out |
| Ellsworth Advisors, LLC | 0 | $0 | 0.00% | −15,053−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −11,957−100.0% | Sold out |
| Advisor Group Holdings, Inc. | 0 | $0 | 0.00% | −8,290−100.0% | Sold out |