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 |
|---|---|---|---|---|---|
| Covestor Ltd | 4 | $0 | 0.00% | −20−83.3% | Reduced |
| Macquarie Group Ltd | 1,261 | $27 | 0.00% | +1,261 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2 | $42 | 0.00% | +2 | New |
| Massmutual Trust Co FSB | 13 | $274 | 0.00% | +13 | New |
| Benjamin F. Edwards & Company, Inc. | 250 | $5.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 270 | $5.69K | 0.00% | +222+462.5% | Added |
| Tower Research Capital LLC (TRC) | 339 | $7.14K | 0.00% | −423−55.5% | Reduced |
| FMR LLC | 356 | $7.50K | 0.00% | +228+178.1% | Added |
| Meeder Asset Management Inc | 457 | $9.63K | 0.00% | +457 | New |
| Naples Money Management LLC | 470 | $9.90K | 0.01% | 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 |
| Great West Life Assurance Co | 588 | $12.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 659 | $13.9K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 682 | $14.4K | 0.00% | +547+405.2% | Added |
| Metropolitan Life Insurance Co | 887 | $18.7K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,000 | $20.6K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,200 | $25.3K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 1,429 | $30.1K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,564 | $33.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 2,635 | $55.5K | 0.00% | −338−11.4% | Reduced |
| Citigroup Inc | 3,371 | $71.0K | 0.00% | +862+34.4% | Added |
| HHM Wealth Advisors, LLC | 5,293 | $111.5K | 0.02% | −236−4.3% | Reduced |
| Wells Fargo & Company | 5,595 | $117.9K | 0.00% | +720+14.8% | Added |
| SG Americas Securities, LLC | 5,845 | $123.0K | 0.00% | −3,071−34.4% | Reduced |
| New York State Common Retirement Fund | 7,433 | $156.6K | 0.00% | −5−0.1% | Reduced |
| American International Group, Inc. | 7,814 | $164.6K | 0.00% | −67−0.9% | Reduced |
| MetLife Investment Management | 8,657 | $182.4K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 8,920 | $187.9K | 0.00% | −10,001−52.9% | Reduced |
| Legal & General Group Plc | 9,361 | $197.2K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 9,542 | $201.1K | 0.00% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 9,798 | $206.3K | 0.00% | −6,081−38.3% | Reduced |
| Qube Research & Technologies Ltd | 10,476 | $220.7K | 0.00% | +7,442+245.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 11,042 | $233.0K | 0.00% | +1,194+12.1% | Added |
| Evergreen Advisors, LLC | 11,608 | $244.6K | 0.07% | +42+0.4% | Added |
| Brooks, Moore & Associates, Inc. | 11,609 | $244.6K | 0.16% | +165+1.4% | Added |
| Credit Suisse AG | 11,802 | $248.7K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 11,855 | $249.0K | 0.00% | −4,480−27.4% | Reduced |
| Tennessee Valley Asset Management Partners | 12,296 | $259.1K | 0.06% | −10.0% | Reduced |
| Acadian Asset Management LLC | 12,972 | $271.0K | 0.00% | +12,972 | New |
| Bailard, Inc. | 13,653 | $287.7K | 0.01% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 14,450 | $304.5K | 0.01% | 00.0% | Unchanged |
| California State Teachers Retirement System | 14,505 | $305.6K | 0.00% | −898−5.8% | Reduced |
| Rockefeller Capital Management L.P. | 15,941 | $335.9K | 0.00% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 16,018 | $337.5K | 0.05% | 00.0% | Unchanged |
| Equitable Trust Co | 16,525 | $348.2K | 0.02% | 00.0% | Unchanged |
| Trexquant Investment LP | 20,254 | $426.8K | 0.01% | +20,254 | New |
| STRS Ohio | 20,400 | $429.0K | 0.00% | −1,300−6.0% | Reduced |
| Truist Financial Corp | 20,535 | $432.7K | 0.00% | +59+0.3% | Added |
| UBS Group AG | 20,582 | $433.7K | 0.00% | −2,454−10.7% | Reduced |
| BNP Paribas Arbitrage, SA | 23,688 | $499.1K | 0.00% | +19,210+429.0% | Added |
| Rhumbline Advisers | 23,786 | $501.2K | 0.00% | +672+2.9% | Added |
| Two Sigma Investments, LP | 24,774 | $522.0K | 0.00% | −1,314−5.0% | Reduced |
| Victory Capital Management Inc | 25,000 | $526.8K | 0.00% | +1,700+7.3% | Added |
| Barclays PLC | 25,290 | $532.9K | 0.00% | −10,791−29.9% | Reduced |
| Two Sigma Advisers, LP | 26,600 | $560.5K | 0.00% | +3,900+17.2% | Added |
| Caldwell Sutter Capital, Inc. | 28,431 | $599.0K | 0.29% | 00.0% | Unchanged |
| Swiss National Bank | 28,547 | $601.5K | 0.00% | 00.0% | Unchanged |
| Martingale Asset Management L P | 29,178 | $614.8K | 0.01% | +14,564+99.7% | Added |
| Millennium Management LLC | 30,592 | $644.6K | 0.00% | +30,592 | New |
| Brandywine Global Investment Management, LLC | 30,610 | $645.0K | 0.00% | −196−0.6% | Reduced |
| Forest Hill Capital, LLC | 30,632 | $645.4K | 0.56% | −66,075−68.3% | Reduced |
| Captrust Financial Advisors | 32,541 | $685.6K | 0.00% | +23,244+250.0% | Added |
| Panagora Asset Management Inc | 33,666 | $709.3K | 0.00% | −1,562−4.4% | Reduced |
| SlateStone Wealth, LLC | 33,927 | $715.0K | 0.07% | +500+1.5% | Added |
| Patriot Investment Management Inc. | 34,938 | $736.1K | 0.06% | 00.0% | Unchanged |
| Ascent Wealth Partners, LLC | 35,280 | $743.4K | 0.11% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 36,763 | $774.6K | 0.02% | 00.0% | Unchanged |
| Invesco Ltd. | 41,218 | $868.5K | 0.00% | +203+0.5% | Added |
| Charles Schwab Investment Management Inc | 42,466 | $894.8K | 0.00% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 42,573 | $897.0K | 0.09% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 43,949 | $926.0K | 0.00% | 00.0% | Unchanged |
| LBMC Investment Advisors, LLC | 44,298 | $933.4K | 0.08% | 00.0% | Unchanged |
| Regions Financial Corp | 46,139 | $972.1K | 0.01% | 00.0% | Unchanged |
| Citadel Advisors LLC | 48,762 | $1.03M | 0.00% | +20,008+69.6% | Added |
| Goldman Sachs Group Inc | 53,297 | $1.12M | 0.00% | −5,932−10.0% | Reduced |
| Empowered Funds, LLC | 59,437 | $1.25M | 0.02% | +4,375+7.9% | Added |
| Stifel Financial Corp | 61,000 | $1.29M | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 66,749 | $1.41M | 0.00% | +9,834+17.3% | Added |
| Morgan Stanley | 67,291 | $1.42M | 0.00% | +1,541+2.3% | Added |
| Bank of New York Mellon Corp | 92,211 | $1.94M | 0.00% | −3,546−3.7% | Reduced |
| Wellington Management Group LLP | 93,574 | $1.97M | 0.00% | −16,579−15.1% | Reduced |
| RMB Capital Management, LLC | 99,525 | $2.10M | 0.05% | +24,525+32.7% | Added |
| Mendon Capital Advisors Corp | 1,143 | $2.14M | 1.24% | −75,311−98.5% | Reduced |
| Russell Investments Group, Ltd. | 130,361 | $2.75M | 0.00% | +24,979+23.7% | Added |
| Renaissance Technologies LLC | 138,774 | $2.92M | 0.00% | +100+0.1% | Added |
| Northern Trust Corp | 145,599 | $3.07M | 0.00% | −1,832−1.2% | Reduced |
| Elizabeth Park Capital Advisors, Ltd. | 147,649 | $3.11M | 2.58% | −511−0.3% | Reduced |
| Foundry Partners, LLC | 150,870 | $3.18M | 0.17% | +44,407+41.7% | Added |
| American Century Companies Inc | 157,168 | $3.31M | 0.00% | +35,472+29.1% | Added |
| Bridgeway Capital Management, LLC | 179,437 | $3.78M | 0.08% | +4,375+2.5% | Added |
| Deprince Race & Zollo Inc | 196,153 | $4.13M | 0.09% | +6,120+3.2% | Added |
| Salzhauer Michael | 243,467 | $5.13M | 4.12% | +12,700+5.5% | Added |
| Alliancebernstein L.P. | 250,335 | $5.27M | 0.00% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 321,625 | $6.78M | 0.00% | +12,332+4.0% | Added |
| State Street Corp | 332,241 | $7.00M | 0.00% | +6,825+2.1% | Added |
| Banc Funds Co LLC | 541,148 | $11.4M | 1.29% | −31,500−5.5% | Reduced |
| Private Capital Management, LLC | 578,245 | $12.2M | 1.38% | −4,955−0.8% | Reduced |
| Cravens & Co Advisors, LLC | 647,584 | $13.6M | 11.33% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 664,740 | $14.0M | 0.00% | +40,074+6.4% | Added |