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 |
|---|---|---|---|---|---|
| Versant Capital Management, Inc | 8 | $171 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 31 | $1.00K | 0.00% | −5−13.9% | Reduced |
| FMR LLC | 87 | $1.86K | 0.00% | −10−10.3% | Reduced |
| Citigroup Inc | 151 | $3.23K | 0.00% | −4,948−97.0% | Reduced |
| Huntington National Bank | 188 | $4.02K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 250 | $5.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 408 | $9.00K | 0.00% | +108+36.0% | Added |
| Great West Life Assurance Co | 588 | $13.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 659 | $14.1K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 887 | $19.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,000 | $21.4K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,200 | $25.6K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 1,429 | $30.5K | 0.01% | 00.0% | Unchanged |
| Amalgamated Bank | 1,554 | $33.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,564 | $33.4K | 0.00% | +466+42.4% | Added |
| Tower Research Capital LLC (TRC) | 3,192 | $68.2K | 0.00% | −3,123−49.5% | Reduced |
| Public Employees Retirement System of Ohio | 3,773 | $81.0K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 3,913 | $83.6K | 0.00% | −2,128−35.2% | Reduced |
| HHM Wealth Advisors, LLC | 5,529 | $118.2K | 0.02% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 7,009 | $149.8K | 0.00% | +2,700+62.7% | Added |
| New York State Common Retirement Fund | 7,430 | $158.8K | 0.00% | +3,008+68.0% | Added |
| SG Americas Securities, LLC | 7,442 | $159.0K | 0.00% | +7,442 | New |
| American International Group, Inc. | 7,913 | $169.1K | 0.00% | +281+3.7% | Added |
| MetLife Investment Management | 8,657 | $185.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 9,161 | $195.8K | 0.00% | −28,486−75.7% | Reduced |
| Legal & General Group Plc | 9,361 | $200.0K | 0.00% | −174−1.8% | Reduced |
| Deutsche Bank AG | 9,542 | $203.9K | 0.00% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 10,436 | $223.0K | 0.00% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 10,500 | $224.0K | 0.02% | 00.0% | Unchanged |
| Evergreen Advisors, LLC | 11,523 | $246.3K | 0.09% | +39+0.3% | Added |
| Tennessee Valley Asset Management Partners | 12,791 | $273.4K | 0.09% | +12,791 | New |
| Credit Suisse AG | 13,116 | $280.3K | 0.00% | +1,559+13.5% | Added |
| UBS Group AG | 13,560 | $289.8K | 0.00% | −705−4.9% | Reduced |
| Bailard, Inc. | 13,653 | $291.8K | 0.01% | +13,653 | New |
| Royal Bank of Canada | 14,193 | $304.0K | 0.00% | +97+0.7% | Added |
| Aptus Capital Advisors, LLC | 14,450 | $308.8K | 0.01% | 00.0% | Unchanged |
| BHZ Capital Management, LP | 14,589 | $311.8K | 0.34% | −66,344−82.0% | Reduced |
| Martingale Asset Management L P | 14,684 | $313.8K | 0.01% | +2,000+15.8% | Added |
| Janus Henderson Group PLC | 14,715 | $314.6K | 0.00% | +309+2.1% | Added |
| Equitable Trust Co | 15,425 | $329.6K | 0.03% | 00.0% | Unchanged |
| Bank of America Corp | 15,514 | $331.5K | 0.00% | +2,044+15.2% | Added |
| California State Teachers Retirement System | 16,354 | $349.5K | 0.00% | −1,634−9.1% | Reduced |
| Silver Oak Securities, Inc | 16,400 | $350.5K | 0.08% | −666−3.9% | Reduced |
| Warren Averett Asset Management, LLC | 16,527 | $353.2K | 0.02% | 00.0% | Unchanged |
| Barclays PLC | 16,895 | $361.0K | 0.00% | −3,004−15.1% | Reduced |
| Jacobs Levy Equity Management, Inc | 18,261 | $390.2K | 0.00% | −1,363−6.9% | Reduced |
| Truist Financial Corp | 20,414 | $436.2K | 0.00% | +57+0.3% | Added |
| Victory Capital Management Inc | 20,950 | $447.7K | 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 |
| Rhumbline Advisers | 23,373 | $499.5K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 24,239 | $518.0K | 0.00% | −6,520−21.2% | Reduced |
| Two Sigma Investments, LP | 24,970 | $533.6K | 0.00% | −1,780−6.7% | Reduced |
| Two Sigma Advisers, LP | 28,400 | $606.9K | 0.00% | −4,000−12.3% | Reduced |
| Caldwell Sutter Capital, Inc. | 28,431 | $607.6K | 0.34% | 00.0% | Unchanged |
| Swiss National Bank | 31,747 | $678.4K | 0.00% | +800+2.6% | Added |
| Regions Financial Corp | 31,973 | $683.3K | 0.01% | 00.0% | Unchanged |
| Morgan Stanley | 32,491 | $694.3K | 0.00% | −3,696−10.2% | Reduced |
| Brandywine Global Investment Management, LLC | 33,876 | $723.9K | 0.01% | −514−1.5% | Reduced |
| Patriot Investment Management Inc. | 34,938 | $746.6K | 0.07% | 00.0% | Unchanged |
| Ascent Wealth Partners, LLC | 35,280 | $753.9K | 0.14% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 35,489 | $758.4K | 0.00% | +35,489 | New |
| Pinnacle Financial Partners Inc | 36,763 | $785.6K | 0.02% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 38,023 | $812.6K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 41,564 | $888.2K | 0.00% | −7,733−15.7% | Reduced |
| Charles Schwab Investment Management Inc | 42,436 | $906.9K | 0.00% | −90.0% | Reduced |
| LBMC Investment Advisors, LLC | 44,298 | $918.3K | 0.10% | 00.0% | Unchanged |
| Invesco Ltd. | 45,168 | $965.2K | 0.00% | +24,619+119.8% | Added |
| Empowered Funds, LLC | 50,158 | $1.07M | 0.03% | +4,108+8.9% | Added |
| Crescent Grove Advisors, LLC | 57,573 | $1.23M | 0.15% | 00.0% | Unchanged |
| Stifel Financial Corp | 61,000 | $1.30M | 0.00% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 61,130 | $1.31M | 0.00% | −11,890−16.3% | Reduced |
| Bank of New York Mellon Corp | 69,961 | $1.50M | 0.00% | −840−1.2% | Reduced |
| Russell Investments Group, Ltd. | 70,894 | $1.52M | 0.00% | +65,373+1,184.1% | Added |
| Foundry Partners, LLC | 73,495 | $1.57M | 0.10% | −105−0.1% | Reduced |
| RMB Capital Management, LLC | 75,000 | $1.60M | 0.05% | +3,034+4.2% | Added |
| Wellington Management Group LLP | 110,153 | $2.35M | 0.00% | 00.0% | Unchanged |
| Deprince Race & Zollo Inc | 114,398 | $2.44M | 0.06% | +114,398 | New |
| American Century Companies Inc | 119,585 | $2.56M | 0.00% | +5,073+4.4% | Added |
| Renaissance Technologies LLC | 138,874 | $2.97M | 0.01% | −800−0.6% | Reduced |
| Northern Trust Corp | 143,815 | $3.07M | 0.00% | +1,765+1.2% | Added |
| Elizabeth Park Capital Advisors, Ltd. | 148,160 | $3.17M | 2.60% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 170,158 | $3.64M | 0.09% | +4,108+2.5% | Added |
| Forest Hill Capital, LLC | 231,915 | $4.96M | 2.57% | −33,734−12.7% | Reduced |
| Salzhauer Michael | 233,084 | $4.98M | 5.41% | +620.0% | Added |
| Alliancebernstein L.P. | 243,708 | $5.21M | 0.00% | +32,077+15.2% | Added |
| Geode Capital Management, LLC | 309,698 | $6.62M | 0.00% | +7,251+2.4% | Added |
| State Street Corp | 322,432 | $6.89M | 0.00% | −970−0.3% | Reduced |
| Banc Funds Co LLC | 572,648 | $12.2M | 1.44% | −15,000−2.6% | Reduced |
| Private Capital Management, LLC | 593,300 | $12.7M | 1.53% | −13,505−2.2% | Reduced |
| Dimensional Fund Advisors LP | 596,952 | $12.8M | 0.00% | +34,185+6.1% | Added |
| Cravens & Co Advisors, LLC | 714,257 | $15.3M | 14.35% | 00.0% | Unchanged |
| Vanguard Group Inc | 768,548 | $16.4M | 0.00% | +2,369+0.3% | Added |
| BlackRock Inc. | 1,324,381 | $28.3M | 0.00% | −17,043−1.3% | Reduced |
| 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 |