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