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, Q3 2023
Institutional positions in Smartfinancial Inc. as of Sep 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
- 94
- 0 vs. Q2 2023
- Shares held
- 8.44M
- +101.1K (+1.2%) vs. Q2 2023
- Total value
- $180.3M
- +$964.0K (+0.5%) vs. Q2 2023
- New holders
- 6
- 25 more added
- Sold out
- 6
- 30 more reduced
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Smartfinancial Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 1,324,381 | $28.3M | 0.00% | −17,043−1.3% | Reduced |
| Vanguard Group Inc | 768,548 | $16.4M | 0.00% | +2,369+0.3% | Added |
| Cravens & Co Advisors, LLC | 714,257 | $15.3M | 14.35% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 596,952 | $12.8M | 0.00% | +34,185+6.1% | Added |
| Private Capital Management, LLC | 593,300 | $12.7M | 1.53% | −13,505−2.2% | Reduced |
| Banc Funds Co LLC | 572,648 | $12.2M | 1.44% | −15,000−2.6% | Reduced |
| State Street Corp | 322,432 | $6.89M | 0.00% | −970−0.3% | Reduced |
| Geode Capital Management, LLC | 309,698 | $6.62M | 0.00% | +7,251+2.4% | Added |
| Alliancebernstein L.P. | 243,708 | $5.21M | 0.00% | +32,077+15.2% | Added |
| Salzhauer Michael | 233,084 | $4.98M | 5.41% | +620.0% | Added |
| Forest Hill Capital, LLC | 231,915 | $4.96M | 2.57% | −33,734−12.7% | Reduced |
| Bridgeway Capital Management, LLC | 170,158 | $3.64M | 0.09% | +4,108+2.5% | Added |
| Elizabeth Park Capital Advisors, Ltd. | 148,160 | $3.17M | 2.60% | 00.0% | Unchanged |
| Northern Trust Corp | 143,815 | $3.07M | 0.00% | +1,765+1.2% | Added |
| Renaissance Technologies LLC | 138,874 | $2.97M | 0.01% | −800−0.6% | Reduced |
| American Century Companies Inc | 119,585 | $2.56M | 0.00% | +5,073+4.4% | Added |
| Deprince Race & Zollo Inc | 114,398 | $2.44M | 0.06% | +114,398 | New |
| Wellington Management Group LLP | 110,153 | $2.35M | 0.00% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 75,000 | $1.60M | 0.05% | +3,034+4.2% | Added |
| Foundry Partners, LLC | 73,495 | $1.57M | 0.10% | −105−0.1% | Reduced |
| Russell Investments Group, Ltd. | 70,894 | $1.52M | 0.00% | +65,373+1,184.1% | Added |
| Bank of New York Mellon Corp | 69,961 | $1.50M | 0.00% | −840−1.2% | Reduced |
| Goldman Sachs Group Inc | 61,130 | $1.31M | 0.00% | −11,890−16.3% | Reduced |
| Stifel Financial Corp | 61,000 | $1.30M | 0.00% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 57,573 | $1.23M | 0.15% | 00.0% | Unchanged |
| Empowered Funds, LLC | 50,158 | $1.07M | 0.03% | +4,108+8.9% | Added |
| Invesco Ltd. | 45,168 | $965.2K | 0.00% | +24,619+119.8% | Added |
| LBMC Investment Advisors, LLC | 44,298 | $918.3K | 0.10% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 42,436 | $906.9K | 0.00% | −90.0% | Reduced |
| JPMorgan Chase & Co | 41,564 | $888.2K | 0.00% | −7,733−15.7% | Reduced |
| Nuveen Asset Management, LLC | 38,023 | $812.6K | 0.00% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 36,763 | $785.6K | 0.02% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 35,489 | $758.4K | 0.00% | +35,489 | New |
| Ascent Wealth Partners, LLC | 35,280 | $753.9K | 0.14% | 00.0% | Unchanged |
| Patriot Investment Management Inc. | 34,938 | $746.6K | 0.07% | 00.0% | Unchanged |
| Brandywine Global Investment Management, LLC | 33,876 | $723.9K | 0.01% | −514−1.5% | Reduced |
| Morgan Stanley | 32,491 | $694.3K | 0.00% | −3,696−10.2% | Reduced |
| Regions Financial Corp | 31,973 | $683.3K | 0.01% | 00.0% | Unchanged |
| Swiss National Bank | 31,747 | $678.4K | 0.00% | +800+2.6% | Added |
| Caldwell Sutter Capital, Inc. | 28,431 | $607.6K | 0.34% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 28,400 | $606.9K | 0.00% | −4,000−12.3% | Reduced |
| Two Sigma Investments, LP | 24,970 | $533.6K | 0.00% | −1,780−6.7% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 24,239 | $518.0K | 0.00% | −6,520−21.2% | Reduced |
| Rhumbline Advisers | 23,373 | $499.5K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 21,700 | $463.0K | 0.00% | −1,300−5.7% | Reduced |
| SlateStone Wealth, LLC | 21,677 | $463.0K | 0.07% | +21,677 | New |
| Victory Capital Management Inc | 20,950 | $447.7K | 0.00% | 00.0% | Unchanged |
| Truist Financial Corp | 20,414 | $436.2K | 0.00% | +57+0.3% | Added |
| Jacobs Levy Equity Management, Inc | 18,261 | $390.2K | 0.00% | −1,363−6.9% | Reduced |
| Barclays PLC | 16,895 | $361.0K | 0.00% | −3,004−15.1% | Reduced |
| Warren Averett Asset Management, LLC | 16,527 | $353.2K | 0.02% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 16,400 | $350.5K | 0.08% | −666−3.9% | Reduced |
| California State Teachers Retirement System | 16,354 | $349.5K | 0.00% | −1,634−9.1% | Reduced |
| Bank of America Corp | 15,514 | $331.5K | 0.00% | +2,044+15.2% | Added |
| Equitable Trust Co | 15,425 | $329.6K | 0.03% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 14,715 | $314.6K | 0.00% | +309+2.1% | Added |
| Martingale Asset Management L P | 14,684 | $313.8K | 0.01% | +2,000+15.8% | Added |
| BHZ Capital Management, LP | 14,589 | $311.8K | 0.34% | −66,344−82.0% | Reduced |
| Aptus Capital Advisors, LLC | 14,450 | $308.8K | 0.01% | 00.0% | Unchanged |
| Royal Bank of Canada | 14,193 | $304.0K | 0.00% | +97+0.7% | Added |
| Bailard, Inc. | 13,653 | $291.8K | 0.01% | +13,653 | New |
| UBS Group AG | 13,560 | $289.8K | 0.00% | −705−4.9% | Reduced |
| Credit Suisse AG | 13,116 | $280.3K | 0.00% | +1,559+13.5% | Added |
| Tennessee Valley Asset Management Partners | 12,791 | $273.4K | 0.09% | +12,791 | New |
| Evergreen Advisors, LLC | 11,523 | $246.3K | 0.09% | +39+0.3% | Added |
| Leavell Investment Management, Inc. | 10,500 | $224.0K | 0.02% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 10,436 | $223.0K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 9,542 | $203.9K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 9,361 | $200.0K | 0.00% | −174−1.8% | Reduced |
| Captrust Financial Advisors | 9,161 | $195.8K | 0.00% | −28,486−75.7% | Reduced |
| MetLife Investment Management | 8,657 | $185.0K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 7,913 | $169.1K | 0.00% | +281+3.7% | Added |
| SG Americas Securities, LLC | 7,442 | $159.0K | 0.00% | +7,442 | New |
| New York State Common Retirement Fund | 7,430 | $158.8K | 0.00% | +3,008+68.0% | Added |
| BNP Paribas Arbitrage, SA | 7,009 | $149.8K | 0.00% | +2,700+62.7% | Added |
| HHM Wealth Advisors, LLC | 5,529 | $118.2K | 0.02% | 00.0% | Unchanged |
| Wells Fargo & Company | 3,913 | $83.6K | 0.00% | −2,128−35.2% | Reduced |
| Public Employees Retirement System of Ohio | 3,773 | $81.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,192 | $68.2K | 0.00% | −3,123−49.5% | Reduced |
| Ameritas Investment Partners, Inc. | 1,564 | $33.4K | 0.00% | +466+42.4% | Added |
| Amalgamated Bank | 1,554 | $33.0K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 1,429 | $30.5K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,200 | $25.6K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,000 | $21.4K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 887 | $19.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 659 | $14.1K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 588 | $13.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 408 | $9.00K | 0.00% | +108+36.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 250 | $5.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 188 | $4.02K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 151 | $3.23K | 0.00% | −4,948−97.0% | Reduced |
| FMR LLC | 87 | $1.86K | 0.00% | −10−10.3% | Reduced |
| Covestor Ltd | 31 | $1.00K | 0.00% | −5−13.9% | Reduced |
| Versant Capital Management, Inc | 8 | $171 | 0.00% | 00.0% | Unchanged |
| Kennedy Capital Management, Inc. | 0 | $0 | 0.00% | −42,517−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −14,587−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −10,694−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −1,457−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −294−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |