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, Q4 2023
Institutional positions in Smartfinancial Inc. as of Dec 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
- 104
- +10 vs. Q3 2023
- Shares held
- 8.75M
- +308.0K (+3.6%) vs. Q3 2023
- Total value
- $214.0M
- +$33.7M (+18.7%) vs. Q3 2023
- New holders
- 12
- 36 more added
- Sold out
- 2
- 30 more reduced
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Smartfinancial Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 1,413,051 | $34.6M | 0.00% | +88,670+6.7% | Added |
| Vanguard Group Inc | 769,743 | $18.9M | 0.00% | +1,195+0.2% | Added |
| Cravens & Co Advisors, LLC | 647,584 | $15.9M | 13.68% | −66,673−9.3% | Reduced |
| Dimensional Fund Advisors LP | 624,666 | $15.3M | 0.00% | +27,714+4.6% | Added |
| Private Capital Management, LLC | 583,200 | $14.3M | 1.62% | −10,100−1.7% | Reduced |
| Banc Funds Co LLC | 572,648 | $14.0M | 1.38% | 00.0% | Unchanged |
| State Street Corp | 325,416 | $7.97M | 0.00% | +2,984+0.9% | Added |
| Geode Capital Management, LLC | 309,293 | $7.58M | 0.00% | −405−0.1% | Reduced |
| Alliancebernstein L.P. | 250,335 | $6.13M | 0.00% | +6,627+2.7% | Added |
| Salzhauer Michael | 230,767 | $5.65M | 5.08% | −2,317−1.0% | Reduced |
| Deprince Race & Zollo Inc | 190,033 | $4.65M | 0.11% | +75,635+66.1% | Added |
| Bridgeway Capital Management, LLC | 175,062 | $4.29M | 0.09% | +4,904+2.9% | Added |
| Northern Trust Corp | 147,431 | $3.61M | 0.00% | +3,616+2.5% | Added |
| Elizabeth Park Capital Advisors, Ltd. | 148,160 | $3.40M | 2.36% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 138,674 | $3.40M | 0.01% | −200−0.1% | Reduced |
| American Century Companies Inc | 121,696 | $2.98M | 0.00% | +2,111+1.8% | Added |
| Wellington Management Group LLP | 110,153 | $2.70M | 0.00% | 00.0% | Unchanged |
| Foundry Partners, LLC | 106,463 | $2.61M | 0.16% | +32,968+44.9% | Added |
| Russell Investments Group, Ltd. | 105,382 | $2.58M | 0.00% | +34,488+48.6% | Added |
| Forest Hill Capital, LLC | 96,707 | $2.37M | 1.24% | −135,208−58.3% | Reduced |
| Bank of New York Mellon Corp | 95,757 | $2.35M | 0.00% | +25,796+36.9% | Added |
| Mendon Capital Advisors Corp | 76,454 | $1.87M | 0.88% | +76,454 | New |
| RMB Capital Management, LLC | 75,000 | $1.84M | 0.06% | 00.0% | Unchanged |
| Morgan Stanley | 65,750 | $1.61M | 0.00% | +33,259+102.4% | Added |
| Stifel Financial Corp | 61,000 | $1.49M | 0.00% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 59,229 | $1.45M | 0.00% | −1,901−3.1% | Reduced |
| JPMorgan Chase & Co | 56,915 | $1.39M | 0.00% | +15,351+36.9% | Added |
| Empowered Funds, LLC | 55,062 | $1.35M | 0.03% | +4,904+9.8% | Added |
| Regions Financial Corp | 46,139 | $1.13M | 0.01% | +14,166+44.3% | Added |
| LBMC Investment Advisors, LLC | 44,298 | $1.08M | 0.10% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 43,949 | $1.08M | 0.00% | +5,926+15.6% | Added |
| Crescent Grove Advisors, LLC | 42,573 | $1.04M | 0.12% | −15,000−26.1% | Reduced |
| Charles Schwab Investment Management Inc | 42,466 | $1.04M | 0.00% | +30+0.1% | Added |
| Invesco Ltd. | 41,015 | $1.00M | 0.00% | −4,153−9.2% | Reduced |
| Pinnacle Financial Partners Inc | 36,763 | $900.3K | 0.02% | 00.0% | Unchanged |
| Barclays PLC | 36,081 | $883.6K | 0.00% | +19,186+113.6% | Added |
| Ascent Wealth Partners, LLC | 35,280 | $864.0K | 0.14% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 35,228 | $862.7K | 0.00% | −261−0.7% | Reduced |
| Patriot Investment Management Inc. | 34,938 | $855.6K | 0.07% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 33,427 | $819.0K | 0.11% | +11,750+54.2% | Added |
| Brandywine Global Investment Management, LLC | 30,806 | $754.4K | 0.01% | −3,070−9.1% | Reduced |
| Citadel Advisors LLC | 28,754 | $704.2K | 0.00% | +28,754 | New |
| Swiss National Bank | 28,547 | $699.1K | 0.00% | −3,200−10.1% | Reduced |
| Caldwell Sutter Capital, Inc. | 28,431 | $696.3K | 0.35% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 26,088 | $638.9K | 0.00% | +1,118+4.5% | Added |
| Victory Capital Management Inc | 23,300 | $570.6K | 0.00% | +2,350+11.2% | Added |
| Rhumbline Advisers | 23,114 | $566.1K | 0.00% | −259−1.1% | Reduced |
| UBS Group AG | 23,036 | $564.2K | 0.00% | +9,476+69.9% | Added |
| Two Sigma Advisers, LP | 22,700 | $555.9K | 0.00% | −5,700−20.1% | Reduced |
| STRS Ohio | 21,700 | $531.0K | 0.00% | 00.0% | Unchanged |
| Truist Financial Corp | 20,476 | $501.5K | 0.00% | +62+0.3% | Added |
| Bank of America Corp | 18,921 | $463.4K | 0.00% | +3,407+22.0% | Added |
| Equitable Trust Co | 16,525 | $404.7K | 0.03% | +1,100+7.1% | Added |
| Royal Bank of Canada | 16,335 | $401.0K | 0.00% | +2,142+15.1% | Added |
| Warren Averett Asset Management, LLC | 16,167 | $395.9K | 0.01% | −360−2.2% | Reduced |
| Silver Oak Securities, Inc | 16,018 | $392.3K | 0.05% | −382−2.3% | Reduced |
| Rockefeller Capital Management L.P. | 15,941 | $390.4K | 0.00% | +15,941 | New |
| Janus Henderson Group PLC | 15,879 | $388.9K | 0.00% | +1,164+7.9% | Added |
| California State Teachers Retirement System | 15,403 | $377.2K | 0.00% | −951−5.8% | Reduced |
| Martingale Asset Management L P | 14,614 | $357.9K | 0.01% | −70−0.5% | Reduced |
| Aptus Capital Advisors, LLC | 14,450 | $353.9K | 0.01% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 14,250 | $349.0K | 0.00% | −9,989−41.2% | Reduced |
| Bailard, Inc. | 13,653 | $334.4K | 0.01% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 12,297 | $301.1K | 0.08% | −494−3.9% | Reduced |
| Credit Suisse AG | 11,802 | $289.0K | 0.00% | −1,314−10.0% | Reduced |
| Evergreen Advisors, LLC | 11,566 | $283.3K | 0.09% | +43+0.4% | Added |
| Brooks, Moore & Associates, Inc. | 11,444 | $280.3K | 0.19% | +11,444 | New |
| Leavell Investment Management, Inc. | 10,500 | $257.0K | 0.02% | 00.0% | Unchanged |
| 1492 Capital Management LLC | 9,871 | $241.7K | 0.14% | +9,871 | New |
| Cambridge Investment Research Advisors, Inc. | 9,848 | $241.0K | 0.00% | +9,848 | New |
| Deutsche Bank AG | 9,542 | $233.7K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 9,361 | $229.3K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 9,297 | $227.7K | 0.00% | +136+1.5% | Added |
| Ameriprise Financial Inc | 9,236 | $226.2K | 0.00% | −1,200−11.5% | Reduced |
| SG Americas Securities, LLC | 8,916 | $218.0K | 0.00% | +1,474+19.8% | Added |
| MetLife Investment Management | 8,657 | $212.0K | 0.00% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 8,420 | $206.2K | 0.00% | −9,841−53.9% | Reduced |
| Voya Investment Management LLC | 8,410 | $206.0K | 0.00% | +8,410 | New |
| American International Group, Inc. | 7,881 | $193.0K | 0.00% | −32−0.4% | Reduced |
| New York State Common Retirement Fund | 7,438 | $182.2K | 0.00% | +8+0.1% | Added |
| HHM Wealth Advisors, LLC | 5,529 | $135.4K | 0.02% | 00.0% | Unchanged |
| Wells Fargo & Company | 4,875 | $119.4K | 0.00% | +962+24.6% | Added |
| BNP Paribas Arbitrage, SA | 4,478 | $109.7K | 0.00% | −2,531−36.1% | Reduced |
| Qube Research & Technologies Ltd | 3,034 | $74.3K | 0.00% | +3,034 | New |
| Public Employees Retirement System of Ohio | 2,973 | $72.8K | 0.00% | −800−21.2% | Reduced |
| Citigroup Inc | 2,509 | $61.4K | 0.00% | +2,358+1,561.6% | Added |
| Ameritas Investment Partners, Inc. | 1,564 | $38.3K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 1,429 | $35.0K | 0.01% | 00.0% | Unchanged |
| Amalgamated Bank | 1,392 | $34.0K | 0.00% | −162−10.4% | Reduced |
| Nisa Investment Advisors, LLC | 1,200 | $29.4K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,000 | $24.5K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 887 | $21.7K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 762 | $18.7K | 0.00% | −2,430−76.1% | Reduced |
| FinTrust Capital Advisors, LLC | 659 | $16.1K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 594 | $15.0K | 0.00% | +186+45.6% | Added |
| Great West Life Assurance Co | 588 | $14.0K | 0.00% | 00.0% | Unchanged |
| Naples Money Management LLC | 470 | $11.5K | 0.01% | +470 | New |
| Benjamin F. Edwards & Company, Inc. | 250 | $6.00K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 135 | $3.31K | 0.00% | +135 | New |
| FMR LLC | 128 | $3.13K | 0.00% | +41+47.1% | Added |