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, Q2 2024
Institutional positions in Smartfinancial Inc. as of Jun 30, 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
- 103
- +2 vs. Q1 2024
- Shares held
- 9.08M
- +303.4K (+3.5%) vs. Q1 2024
- Total value
- $214.9M
- +$27.9M (+14.9%) vs. Q1 2024
- New holders
- 14
- 39 more added
- Sold out
- 12
- 28 more reduced
1 institution that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Smartfinancial Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 1,365,601 | $32.3M | 0.00% | −7,402−0.5% | Reduced |
| Vanguard Group Inc | 804,968 | $19.1M | 0.00% | +15,735+2.0% | Added |
| Dimensional Fund Advisors LP | 699,794 | $16.6M | 0.00% | +35,054+5.3% | Added |
| Cravens & Co Advisors, LLC | 645,965 | $15.3M | 11.35% | −1,619−0.3% | Reduced |
| Private Capital Management, LLC | 572,670 | $13.6M | 1.61% | −5,575−1.0% | Reduced |
| Banc Funds Co LLC | 560,898 | $13.3M | 1.57% | +19,750+3.6% | Added |
| Geode Capital Management, LLC | 334,194 | $7.91M | 0.00% | +12,569+3.9% | Added |
| State Street Corp | 325,524 | $7.71M | 0.00% | −6,717−2.0% | Reduced |
| Alliancebernstein L.P. | 250,813 | $5.94M | 0.00% | +478+0.2% | Added |
| Kennedy Capital Management, Inc. | 244,373 | $5.78M | 0.12% | +244,373 | New |
| Salzhauer Michael | 243,789 | $5.77M | 4.66% | +322+0.1% | Added |
| Wellington Management Group LLP | 201,409 | $4.77M | 0.00% | +107,835+115.2% | Added |
| Deprince Race & Zollo Inc | 200,565 | $4.75M | 0.11% | +4,412+2.2% | Added |
| American Century Companies Inc | 183,751 | $4.35M | 0.00% | +26,583+16.9% | Added |
| Foundry Partners, LLC | 148,990 | $3.53M | 0.19% | −1,880−1.2% | Reduced |
| Renaissance Technologies LLC | 140,274 | $3.32M | 0.01% | +1,500+1.1% | Added |
| Northern Trust Corp | 129,522 | $3.07M | 0.00% | −16,077−11.0% | Reduced |
| Elizabeth Park Capital Advisors, Ltd. | 127,649 | $3.02M | 2.62% | −20,000−13.5% | Reduced |
| Russell Investments Group, Ltd. | 124,222 | $2.94M | 0.00% | −6,139−4.7% | Reduced |
| Bridgeway Capital Management, LLC | 120,437 | $2.85M | 0.07% | −59,000−32.9% | Reduced |
| Bank of New York Mellon Corp | 96,021 | $2.27M | 0.00% | +3,810+4.1% | Added |
| Mendon Capital Advisors Corp | 66,990 | $1.59M | 1.01% | +65,847+5,760.9% | Added |
| RMB Capital Management, LLC | 66,990 | $1.59M | 0.04% | −32,535−32.7% | Reduced |
| Empowered Funds, LLC | 63,937 | $1.51M | 0.03% | +4,500+7.6% | Added |
| Stifel Financial Corp | 61,000 | $1.44M | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 60,054 | $1.42M | 0.00% | −7,237−10.8% | Reduced |
| Goldman Sachs Group Inc | 57,308 | $1.36M | 0.00% | +4,011+7.5% | Added |
| Nuveen Asset Management, LLC | 55,489 | $1.31M | 0.00% | +11,540+26.3% | Added |
| Acadian Asset Management LLC | 54,574 | $1.29M | 0.00% | +41,602+320.7% | Added |
| Regions Financial Corp | 46,139 | $1.09M | 0.01% | 00.0% | Unchanged |
| LBMC Investment Advisors, LLC | 44,298 | $1.05M | 0.09% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 43,895 | $1.04M | 0.00% | +1,429+3.4% | Added |
| Invesco Ltd. | 39,536 | $935.8K | 0.00% | −1,682−4.1% | Reduced |
| Boothbay Fund Management, LLC | 37,273 | $882.3K | 0.03% | +37,273 | New |
| Pinnacle Financial Partners Inc | 36,763 | $870.2K | 0.02% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 36,149 | $855.6K | 0.00% | −30,600−45.8% | Reduced |
| Crescent Grove Advisors, LLC | 35,073 | $830.2K | 0.09% | −7,500−17.6% | Reduced |
| Patriot Investment Management Inc. | 34,938 | $827.0K | 0.06% | 00.0% | Unchanged |
| Martingale Asset Management L P | 34,338 | $812.8K | 0.02% | +5,160+17.7% | Added |
| Panagora Asset Management Inc | 33,666 | $796.9K | 0.00% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 33,427 | $791.0K | 0.09% | −500−1.5% | Reduced |
| Captrust Financial Advisors | 32,735 | $774.8K | 0.00% | +194+0.6% | Added |
| Forest Hill Capital, LLC | 30,632 | $725.1K | 0.60% | 00.0% | Unchanged |
| Victory Capital Management Inc | 30,500 | $721.9K | 0.00% | +5,500+22.0% | Added |
| Brandywine Global Investment Management, LLC | 29,376 | $695.3K | 0.01% | −1,234−4.0% | Reduced |
| Caldwell Sutter Capital, Inc. | 28,431 | $673.0K | 0.33% | 00.0% | Unchanged |
| Rhumbline Advisers | 24,147 | $571.5K | 0.00% | +361+1.5% | Added |
| PMC FIG Opportunities LLC | 22,727 | $537.9K | 0.81% | +22,727 | New |
| STRS Ohio | 22,700 | $537.3K | 0.00% | +2,300+11.3% | Added |
| Two Sigma Advisers, LP | 21,800 | $516.0K | 0.00% | −4,800−18.0% | Reduced |
| BNP Paribas Arbitrage, SA | 20,660 | $489.0K | 0.00% | −3,028−12.8% | Reduced |
| Truist Financial Corp | 20,593 | $487.4K | 0.00% | +58+0.3% | Added |
| Trexquant Investment LP | 20,321 | $481.0K | 0.01% | +67+0.3% | Added |
| Equitable Trust Co | 16,525 | $391.1K | 0.03% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 16,072 | $380.4K | 0.00% | +131+0.8% | Added |
| Silver Oak Securities, Inc | 16,018 | $379.1K | 0.06% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 15,353 | $363.4K | 0.00% | −9,421−38.0% | Reduced |
| Aptus Capital Advisors, LLC | 14,450 | $342.0K | 0.01% | 00.0% | Unchanged |
| Jane Street Group, LLC | 13,958 | $330.4K | 0.00% | +13,958 | New |
| Millennium Management LLC | 13,911 | $329.3K | 0.00% | −16,681−54.5% | Reduced |
| Bailard, Inc. | 13,653 | $323.2K | 0.01% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 13,004 | $308.0K | 0.00% | +1,962+17.8% | Added |
| Royal Bank of Canada | 13,005 | $307.0K | 0.00% | +1,150+9.7% | Added |
| Barclays PLC | 12,793 | $302.8K | 0.00% | −12,497−49.4% | Reduced |
| Bank of America Corp | 11,677 | $276.4K | 0.00% | +2,757+30.9% | Added |
| Evergreen Advisors, LLC | 11,648 | $275.7K | 0.08% | +40+0.3% | Added |
| Brooks, Moore & Associates, Inc. | 11,609 | $274.8K | 0.18% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 10,078 | $239.0K | 0.02% | +10,078 | New |
| Qube Research & Technologies Ltd | 9,935 | $235.2K | 0.00% | −541−5.2% | Reduced |
| MetLife Investment Management | 9,544 | $225.9K | 0.00% | +887+10.2% | Added |
| Deutsche Bank AG | 9,542 | $225.9K | 0.00% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 8,554 | $202.5K | 0.00% | +8,554 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 8,135 | $192.6K | 0.00% | +8,135 | New |
| UBS Group AG | 7,938 | $187.9K | 0.00% | −12,644−61.4% | Reduced |
| EntryPoint Capital, LLC | 7,830 | $185.3K | 0.09% | +7,830 | New |
| New York State Common Retirement Fund | 7,434 | $176.0K | 0.00% | +10.0% | Added |
| Wells Fargo & Company | 6,986 | $165.4K | 0.00% | +1,391+24.9% | Added |
| Citigroup Inc | 5,938 | $140.6K | 0.00% | +2,567+76.1% | Added |
| HHM Wealth Advisors, LLC | 5,619 | $133.0K | 0.02% | +326+6.2% | Added |
| Advisor Group Holdings, Inc. | 4,265 | $100.9K | 0.00% | +4,265 | New |
| Tower Research Capital LLC (TRC) | 2,145 | $50.8K | 0.00% | +1,806+532.7% | Added |
| The PNC Financial Services Group, Inc. | 1,819 | $43.1K | 0.00% | +1,137+166.7% | Added |
| Ameritas Investment Partners, Inc. | 1,564 | $37.0K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 1,429 | $33.8K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 1,385 | $32.8K | 0.00% | −1,250−47.4% | Reduced |
| Legal & General Group Plc | 1,297 | $30.7K | 0.00% | −8,064−86.1% | Reduced |
| Nisa Investment Advisors, LLC | 1,200 | $28.4K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,000 | $28.3K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 1,152 | $27.3K | 0.00% | −13,353−92.1% | Reduced |
| FMR LLC | 1,078 | $25.5K | 0.00% | +722+202.8% | Added |
| FinTrust Capital Advisors, LLC | 659 | $15.6K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 544 | $13.0K | 0.00% | 00.0% | Unchanged |
| Naples Money Management LLC | 470 | $11.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 313 | $7.00K | 0.00% | −220−41.3% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 250 | $6.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 192 | $4.54K | 0.00% | +192 | New |
| Quadrant Capital Group LLC | 190 | $4.50K | 0.00% | +190 | New |
| Lindbrook Capital, LLC | 134 | $3.17K | 0.00% | +134 | New |
| Signaturefd, LLC | 131 | $3.10K | 0.00% | +131 | New |
| Massmutual Trust Co FSB | 44 | $1.04K | 0.00% | +31+238.5% | Added |