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 |
|---|---|---|---|---|---|
| Covestor Ltd | 24 | $1.00K | 0.00% | −7−22.6% | Reduced |
| Avion Wealth | 24 | $1.00K | 0.00% | +24 | New |
| Huntington National Bank | 48 | $1.18K | 0.00% | −140−74.5% | Reduced |
| Private Wealth Management Group, LLC | 65 | $1.59K | 0.00% | +65 | New |
| FMR LLC | 128 | $3.13K | 0.00% | +41+47.1% | Added |
| The PNC Financial Services Group, Inc. | 135 | $3.31K | 0.00% | +135 | New |
| Benjamin F. Edwards & Company, Inc. | 250 | $6.00K | 0.00% | 00.0% | Unchanged |
| Naples Money Management LLC | 470 | $11.5K | 0.01% | +470 | New |
| Great West Life Assurance Co | 588 | $14.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 594 | $15.0K | 0.00% | +186+45.6% | Added |
| FinTrust Capital Advisors, LLC | 659 | $16.1K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 762 | $18.7K | 0.00% | −2,430−76.1% | Reduced |
| Metropolitan Life Insurance Co | 887 | $21.7K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,000 | $24.5K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,200 | $29.4K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 1,392 | $34.0K | 0.00% | −162−10.4% | Reduced |
| Proffitt & Goodson Inc | 1,429 | $35.0K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,564 | $38.3K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 2,509 | $61.4K | 0.00% | +2,358+1,561.6% | Added |
| Public Employees Retirement System of Ohio | 2,973 | $72.8K | 0.00% | −800−21.2% | Reduced |
| Qube Research & Technologies Ltd | 3,034 | $74.3K | 0.00% | +3,034 | New |
| BNP Paribas Arbitrage, SA | 4,478 | $109.7K | 0.00% | −2,531−36.1% | Reduced |
| Wells Fargo & Company | 4,875 | $119.4K | 0.00% | +962+24.6% | Added |
| HHM Wealth Advisors, LLC | 5,529 | $135.4K | 0.02% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 7,438 | $182.2K | 0.00% | +8+0.1% | Added |
| American International Group, Inc. | 7,881 | $193.0K | 0.00% | −32−0.4% | Reduced |
| Voya Investment Management LLC | 8,410 | $206.0K | 0.00% | +8,410 | New |
| Jacobs Levy Equity Management, Inc | 8,420 | $206.2K | 0.00% | −9,841−53.9% | Reduced |
| MetLife Investment Management | 8,657 | $212.0K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 8,916 | $218.0K | 0.00% | +1,474+19.8% | Added |
| Ameriprise Financial Inc | 9,236 | $226.2K | 0.00% | −1,200−11.5% | Reduced |
| Captrust Financial Advisors | 9,297 | $227.7K | 0.00% | +136+1.5% | Added |
| Legal & General Group Plc | 9,361 | $229.3K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 9,542 | $233.7K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 9,848 | $241.0K | 0.00% | +9,848 | New |
| 1492 Capital Management LLC | 9,871 | $241.7K | 0.14% | +9,871 | New |
| Leavell Investment Management, Inc. | 10,500 | $257.0K | 0.02% | 00.0% | Unchanged |
| Brooks, Moore & Associates, Inc. | 11,444 | $280.3K | 0.19% | +11,444 | New |
| Evergreen Advisors, LLC | 11,566 | $283.3K | 0.09% | +43+0.4% | Added |
| Credit Suisse AG | 11,802 | $289.0K | 0.00% | −1,314−10.0% | Reduced |
| Tennessee Valley Asset Management Partners | 12,297 | $301.1K | 0.08% | −494−3.9% | Reduced |
| Bailard, Inc. | 13,653 | $334.4K | 0.01% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 14,250 | $349.0K | 0.00% | −9,989−41.2% | Reduced |
| Aptus Capital Advisors, LLC | 14,450 | $353.9K | 0.01% | 00.0% | Unchanged |
| Martingale Asset Management L P | 14,614 | $357.9K | 0.01% | −70−0.5% | Reduced |
| California State Teachers Retirement System | 15,403 | $377.2K | 0.00% | −951−5.8% | Reduced |
| Janus Henderson Group PLC | 15,879 | $388.9K | 0.00% | +1,164+7.9% | Added |
| Rockefeller Capital Management L.P. | 15,941 | $390.4K | 0.00% | +15,941 | New |
| Silver Oak Securities, Inc | 16,018 | $392.3K | 0.05% | −382−2.3% | Reduced |
| Warren Averett Asset Management, LLC | 16,167 | $395.9K | 0.01% | −360−2.2% | Reduced |
| Royal Bank of Canada | 16,335 | $401.0K | 0.00% | +2,142+15.1% | Added |
| Equitable Trust Co | 16,525 | $404.7K | 0.03% | +1,100+7.1% | Added |
| Bank of America Corp | 18,921 | $463.4K | 0.00% | +3,407+22.0% | Added |
| Truist Financial Corp | 20,476 | $501.5K | 0.00% | +62+0.3% | Added |
| STRS Ohio | 21,700 | $531.0K | 0.00% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 22,700 | $555.9K | 0.00% | −5,700−20.1% | Reduced |
| UBS Group AG | 23,036 | $564.2K | 0.00% | +9,476+69.9% | Added |
| Rhumbline Advisers | 23,114 | $566.1K | 0.00% | −259−1.1% | Reduced |
| Victory Capital Management Inc | 23,300 | $570.6K | 0.00% | +2,350+11.2% | Added |
| Two Sigma Investments, LP | 26,088 | $638.9K | 0.00% | +1,118+4.5% | Added |
| Caldwell Sutter Capital, Inc. | 28,431 | $696.3K | 0.35% | 00.0% | Unchanged |
| Swiss National Bank | 28,547 | $699.1K | 0.00% | −3,200−10.1% | Reduced |
| Citadel Advisors LLC | 28,754 | $704.2K | 0.00% | +28,754 | New |
| Brandywine Global Investment Management, LLC | 30,806 | $754.4K | 0.01% | −3,070−9.1% | Reduced |
| SlateStone Wealth, LLC | 33,427 | $819.0K | 0.11% | +11,750+54.2% | Added |
| Patriot Investment Management Inc. | 34,938 | $855.6K | 0.07% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 35,228 | $862.7K | 0.00% | −261−0.7% | Reduced |
| Ascent Wealth Partners, LLC | 35,280 | $864.0K | 0.14% | 00.0% | Unchanged |
| Barclays PLC | 36,081 | $883.6K | 0.00% | +19,186+113.6% | Added |
| Pinnacle Financial Partners Inc | 36,763 | $900.3K | 0.02% | 00.0% | Unchanged |
| Invesco Ltd. | 41,015 | $1.00M | 0.00% | −4,153−9.2% | Reduced |
| Charles Schwab Investment Management Inc | 42,466 | $1.04M | 0.00% | +30+0.1% | Added |
| Crescent Grove Advisors, LLC | 42,573 | $1.04M | 0.12% | −15,000−26.1% | Reduced |
| Nuveen Asset Management, LLC | 43,949 | $1.08M | 0.00% | +5,926+15.6% | Added |
| LBMC Investment Advisors, LLC | 44,298 | $1.08M | 0.10% | 00.0% | Unchanged |
| Regions Financial Corp | 46,139 | $1.13M | 0.01% | +14,166+44.3% | Added |
| Empowered Funds, LLC | 55,062 | $1.35M | 0.03% | +4,904+9.8% | Added |
| JPMorgan Chase & Co | 56,915 | $1.39M | 0.00% | +15,351+36.9% | Added |
| Goldman Sachs Group Inc | 59,229 | $1.45M | 0.00% | −1,901−3.1% | Reduced |
| Stifel Financial Corp | 61,000 | $1.49M | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 65,750 | $1.61M | 0.00% | +33,259+102.4% | Added |
| RMB Capital Management, LLC | 75,000 | $1.84M | 0.06% | 00.0% | Unchanged |
| Mendon Capital Advisors Corp | 76,454 | $1.87M | 0.88% | +76,454 | New |
| Bank of New York Mellon Corp | 95,757 | $2.35M | 0.00% | +25,796+36.9% | Added |
| Forest Hill Capital, LLC | 96,707 | $2.37M | 1.24% | −135,208−58.3% | Reduced |
| Russell Investments Group, Ltd. | 105,382 | $2.58M | 0.00% | +34,488+48.6% | Added |
| Foundry Partners, LLC | 106,463 | $2.61M | 0.16% | +32,968+44.9% | Added |
| Wellington Management Group LLP | 110,153 | $2.70M | 0.00% | 00.0% | Unchanged |
| American Century Companies Inc | 121,696 | $2.98M | 0.00% | +2,111+1.8% | Added |
| Renaissance Technologies LLC | 138,674 | $3.40M | 0.01% | −200−0.1% | Reduced |
| Elizabeth Park Capital Advisors, Ltd. | 148,160 | $3.40M | 2.36% | 00.0% | Unchanged |
| Northern Trust Corp | 147,431 | $3.61M | 0.00% | +3,616+2.5% | Added |
| Bridgeway Capital Management, LLC | 175,062 | $4.29M | 0.09% | +4,904+2.9% | Added |
| Deprince Race & Zollo Inc | 190,033 | $4.65M | 0.11% | +75,635+66.1% | Added |
| Salzhauer Michael | 230,767 | $5.65M | 5.08% | −2,317−1.0% | Reduced |
| Alliancebernstein L.P. | 250,335 | $6.13M | 0.00% | +6,627+2.7% | Added |
| Geode Capital Management, LLC | 309,293 | $7.58M | 0.00% | −405−0.1% | Reduced |
| State Street Corp | 325,416 | $7.97M | 0.00% | +2,984+0.9% | Added |
| Banc Funds Co LLC | 572,648 | $14.0M | 1.38% | 00.0% | Unchanged |
| Private Capital Management, LLC | 583,200 | $14.3M | 1.62% | −10,100−1.7% | Reduced |