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, Q1 2024
Institutional positions in Smartfinancial Inc. as of Mar 31, 2024. 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
- 102
- −2 vs. Q4 2023
- Shares held
- 8.79M
- +40.8K (+0.5%) vs. Q4 2023
- Total value
- $187.3M
- −$26.8M (−12.5%) vs. Q4 2023
- New holders
- 7
- 34 more added
- Sold out
- 9
- 30 more reduced
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Smartfinancial Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 1,373,003 | $28.9M | 0.00% | −40,048−2.8% | Reduced |
| Vanguard Group Inc | 789,233 | $16.6M | 0.00% | +19,490+2.5% | Added |
| Dimensional Fund Advisors LP | 664,740 | $14.0M | 0.00% | +40,074+6.4% | Added |
| Cravens & Co Advisors, LLC | 647,584 | $13.6M | 11.33% | 00.0% | Unchanged |
| Private Capital Management, LLC | 578,245 | $12.2M | 1.38% | −4,955−0.8% | Reduced |
| Banc Funds Co LLC | 541,148 | $11.4M | 1.29% | −31,500−5.5% | Reduced |
| State Street Corp | 332,241 | $7.00M | 0.00% | +6,825+2.1% | Added |
| Geode Capital Management, LLC | 321,625 | $6.78M | 0.00% | +12,332+4.0% | Added |
| Alliancebernstein L.P. | 250,335 | $5.27M | 0.00% | 00.0% | Unchanged |
| Salzhauer Michael | 243,467 | $5.13M | 4.12% | +12,700+5.5% | Added |
| Deprince Race & Zollo Inc | 196,153 | $4.13M | 0.09% | +6,120+3.2% | Added |
| Bridgeway Capital Management, LLC | 179,437 | $3.78M | 0.08% | +4,375+2.5% | Added |
| American Century Companies Inc | 157,168 | $3.31M | 0.00% | +35,472+29.1% | Added |
| Foundry Partners, LLC | 150,870 | $3.18M | 0.17% | +44,407+41.7% | Added |
| Elizabeth Park Capital Advisors, Ltd. | 147,649 | $3.11M | 2.58% | −511−0.3% | Reduced |
| Northern Trust Corp | 145,599 | $3.07M | 0.00% | −1,832−1.2% | Reduced |
| Renaissance Technologies LLC | 138,774 | $2.92M | 0.00% | +100+0.1% | Added |
| Russell Investments Group, Ltd. | 130,361 | $2.75M | 0.00% | +24,979+23.7% | Added |
| Mendon Capital Advisors Corp | 1,143 | $2.14M | 1.24% | −75,311−98.5% | Reduced |
| RMB Capital Management, LLC | 99,525 | $2.10M | 0.05% | +24,525+32.7% | Added |
| Wellington Management Group LLP | 93,574 | $1.97M | 0.00% | −16,579−15.1% | Reduced |
| Bank of New York Mellon Corp | 92,211 | $1.94M | 0.00% | −3,546−3.7% | Reduced |
| Morgan Stanley | 67,291 | $1.42M | 0.00% | +1,541+2.3% | Added |
| JPMorgan Chase & Co | 66,749 | $1.41M | 0.00% | +9,834+17.3% | Added |
| Stifel Financial Corp | 61,000 | $1.29M | 0.00% | 00.0% | Unchanged |
| Empowered Funds, LLC | 59,437 | $1.25M | 0.02% | +4,375+7.9% | Added |
| Goldman Sachs Group Inc | 53,297 | $1.12M | 0.00% | −5,932−10.0% | Reduced |
| Citadel Advisors LLC | 48,762 | $1.03M | 0.00% | +20,008+69.6% | Added |
| Regions Financial Corp | 46,139 | $972.1K | 0.01% | 00.0% | Unchanged |
| LBMC Investment Advisors, LLC | 44,298 | $933.4K | 0.08% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 43,949 | $926.0K | 0.00% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 42,573 | $897.0K | 0.09% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 42,466 | $894.8K | 0.00% | 00.0% | Unchanged |
| Invesco Ltd. | 41,218 | $868.5K | 0.00% | +203+0.5% | Added |
| Pinnacle Financial Partners Inc | 36,763 | $774.6K | 0.02% | 00.0% | Unchanged |
| Ascent Wealth Partners, LLC | 35,280 | $743.4K | 0.11% | 00.0% | Unchanged |
| Patriot Investment Management Inc. | 34,938 | $736.1K | 0.06% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 33,927 | $715.0K | 0.07% | +500+1.5% | Added |
| Panagora Asset Management Inc | 33,666 | $709.3K | 0.00% | −1,562−4.4% | Reduced |
| Captrust Financial Advisors | 32,541 | $685.6K | 0.00% | +23,244+250.0% | Added |
| Forest Hill Capital, LLC | 30,632 | $645.4K | 0.56% | −66,075−68.3% | Reduced |
| Brandywine Global Investment Management, LLC | 30,610 | $645.0K | 0.00% | −196−0.6% | Reduced |
| Millennium Management LLC | 30,592 | $644.6K | 0.00% | +30,592 | New |
| Martingale Asset Management L P | 29,178 | $614.8K | 0.01% | +14,564+99.7% | Added |
| Swiss National Bank | 28,547 | $601.5K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 28,431 | $599.0K | 0.29% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 26,600 | $560.5K | 0.00% | +3,900+17.2% | Added |
| Barclays PLC | 25,290 | $532.9K | 0.00% | −10,791−29.9% | Reduced |
| Victory Capital Management Inc | 25,000 | $526.8K | 0.00% | +1,700+7.3% | Added |
| Two Sigma Investments, LP | 24,774 | $522.0K | 0.00% | −1,314−5.0% | Reduced |
| Rhumbline Advisers | 23,786 | $501.2K | 0.00% | +672+2.9% | Added |
| BNP Paribas Arbitrage, SA | 23,688 | $499.1K | 0.00% | +19,210+429.0% | Added |
| UBS Group AG | 20,582 | $433.7K | 0.00% | −2,454−10.7% | Reduced |
| Truist Financial Corp | 20,535 | $432.7K | 0.00% | +59+0.3% | Added |
| STRS Ohio | 20,400 | $429.0K | 0.00% | −1,300−6.0% | Reduced |
| Trexquant Investment LP | 20,254 | $426.8K | 0.01% | +20,254 | New |
| Equitable Trust Co | 16,525 | $348.2K | 0.02% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 16,018 | $337.5K | 0.05% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 15,941 | $335.9K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 14,505 | $305.6K | 0.00% | −898−5.8% | Reduced |
| Aptus Capital Advisors, LLC | 14,450 | $304.5K | 0.01% | 00.0% | Unchanged |
| Bailard, Inc. | 13,653 | $287.7K | 0.01% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 12,972 | $271.0K | 0.00% | +12,972 | New |
| Tennessee Valley Asset Management Partners | 12,296 | $259.1K | 0.06% | −10.0% | Reduced |
| Royal Bank of Canada | 11,855 | $249.0K | 0.00% | −4,480−27.4% | Reduced |
| Credit Suisse AG | 11,802 | $248.7K | 0.00% | 00.0% | Unchanged |
| Brooks, Moore & Associates, Inc. | 11,609 | $244.6K | 0.16% | +165+1.4% | Added |
| Evergreen Advisors, LLC | 11,608 | $244.6K | 0.07% | +42+0.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 11,042 | $233.0K | 0.00% | +1,194+12.1% | Added |
| Qube Research & Technologies Ltd | 10,476 | $220.7K | 0.00% | +7,442+245.3% | Added |
| Janus Henderson Group PLC | 9,798 | $206.3K | 0.00% | −6,081−38.3% | Reduced |
| Deutsche Bank AG | 9,542 | $201.1K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 9,361 | $197.2K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 8,920 | $187.9K | 0.00% | −10,001−52.9% | Reduced |
| MetLife Investment Management | 8,657 | $182.4K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 7,814 | $164.6K | 0.00% | −67−0.9% | Reduced |
| New York State Common Retirement Fund | 7,433 | $156.6K | 0.00% | −5−0.1% | Reduced |
| SG Americas Securities, LLC | 5,845 | $123.0K | 0.00% | −3,071−34.4% | Reduced |
| Wells Fargo & Company | 5,595 | $117.9K | 0.00% | +720+14.8% | Added |
| HHM Wealth Advisors, LLC | 5,293 | $111.5K | 0.02% | −236−4.3% | Reduced |
| Citigroup Inc | 3,371 | $71.0K | 0.00% | +862+34.4% | Added |
| Public Employees Retirement System of Ohio | 2,635 | $55.5K | 0.00% | −338−11.4% | Reduced |
| Ameritas Investment Partners, Inc. | 1,564 | $33.0K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 1,429 | $30.1K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,200 | $25.3K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,000 | $20.6K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 887 | $18.7K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 682 | $14.4K | 0.00% | +547+405.2% | Added |
| FinTrust Capital Advisors, LLC | 659 | $13.9K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 588 | $12.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 544 | $11.0K | 0.00% | −848−60.9% | Reduced |
| CWM, LLC | 533 | $11.0K | 0.00% | −61−10.3% | Reduced |
| Naples Money Management LLC | 470 | $9.90K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 457 | $9.63K | 0.00% | +457 | New |
| FMR LLC | 356 | $7.50K | 0.00% | +228+178.1% | Added |
| Tower Research Capital LLC (TRC) | 339 | $7.14K | 0.00% | −423−55.5% | Reduced |
| Huntington National Bank | 270 | $5.69K | 0.00% | +222+462.5% | Added |
| Benjamin F. Edwards & Company, Inc. | 250 | $5.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 13 | $274 | 0.00% | +13 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2 | $42 | 0.00% | +2 | New |