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 |
|---|---|---|---|---|---|
| Covestor Ltd | 16 | $0 | 0.00% | +12+300.0% | Added |
| Huntington National Bank | 26 | $615 | 0.00% | −244−90.4% | Reduced |
| Innealta Capital, LLC | 34 | $805 | 0.00% | +34 | New |
| Massmutual Trust Co FSB | 44 | $1.04K | 0.00% | +31+238.5% | Added |
| Signaturefd, LLC | 131 | $3.10K | 0.00% | +131 | New |
| Lindbrook Capital, LLC | 134 | $3.17K | 0.00% | +134 | New |
| Quadrant Capital Group LLC | 190 | $4.50K | 0.00% | +190 | New |
| SRS Capital Advisors, Inc. | 192 | $4.54K | 0.00% | +192 | New |
| Benjamin F. Edwards & Company, Inc. | 250 | $6.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 313 | $7.00K | 0.00% | −220−41.3% | Reduced |
| Naples Money Management LLC | 470 | $11.0K | 0.01% | 00.0% | Unchanged |
| Amalgamated Bank | 544 | $13.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 659 | $15.6K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1,078 | $25.5K | 0.00% | +722+202.8% | Added |
| California State Teachers Retirement System | 1,152 | $27.3K | 0.00% | −13,353−92.1% | Reduced |
| EverSource Wealth Advisors, LLC | 1,000 | $28.3K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,200 | $28.4K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,297 | $30.7K | 0.00% | −8,064−86.1% | Reduced |
| Public Employees Retirement System of Ohio | 1,385 | $32.8K | 0.00% | −1,250−47.4% | Reduced |
| Proffitt & Goodson Inc | 1,429 | $33.8K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,564 | $37.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,819 | $43.1K | 0.00% | +1,137+166.7% | Added |
| Tower Research Capital LLC (TRC) | 2,145 | $50.8K | 0.00% | +1,806+532.7% | Added |
| Advisor Group Holdings, Inc. | 4,265 | $100.9K | 0.00% | +4,265 | New |
| HHM Wealth Advisors, LLC | 5,619 | $133.0K | 0.02% | +326+6.2% | Added |
| Citigroup Inc | 5,938 | $140.6K | 0.00% | +2,567+76.1% | Added |
| Wells Fargo & Company | 6,986 | $165.4K | 0.00% | +1,391+24.9% | Added |
| New York State Common Retirement Fund | 7,434 | $176.0K | 0.00% | +10.0% | Added |
| EntryPoint Capital, LLC | 7,830 | $185.3K | 0.09% | +7,830 | New |
| UBS Group AG | 7,938 | $187.9K | 0.00% | −12,644−61.4% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 8,135 | $192.6K | 0.00% | +8,135 | New |
| Corebridge Financial, Inc. | 8,554 | $202.5K | 0.00% | +8,554 | New |
| Deutsche Bank AG | 9,542 | $225.9K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 9,544 | $225.9K | 0.00% | +887+10.2% | Added |
| Qube Research & Technologies Ltd | 9,935 | $235.2K | 0.00% | −541−5.2% | Reduced |
| Gsa Capital Partners LLP | 10,078 | $239.0K | 0.02% | +10,078 | New |
| Brooks, Moore & Associates, Inc. | 11,609 | $274.8K | 0.18% | 00.0% | Unchanged |
| Evergreen Advisors, LLC | 11,648 | $275.7K | 0.08% | +40+0.3% | Added |
| Bank of America Corp | 11,677 | $276.4K | 0.00% | +2,757+30.9% | Added |
| Barclays PLC | 12,793 | $302.8K | 0.00% | −12,497−49.4% | Reduced |
| Royal Bank of Canada | 13,005 | $307.0K | 0.00% | +1,150+9.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 13,004 | $308.0K | 0.00% | +1,962+17.8% | Added |
| Bailard, Inc. | 13,653 | $323.2K | 0.01% | 00.0% | Unchanged |
| Millennium Management LLC | 13,911 | $329.3K | 0.00% | −16,681−54.5% | Reduced |
| Jane Street Group, LLC | 13,958 | $330.4K | 0.00% | +13,958 | New |
| Aptus Capital Advisors, LLC | 14,450 | $342.0K | 0.01% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 15,353 | $363.4K | 0.00% | −9,421−38.0% | Reduced |
| Silver Oak Securities, Inc | 16,018 | $379.1K | 0.06% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 16,072 | $380.4K | 0.00% | +131+0.8% | Added |
| Equitable Trust Co | 16,525 | $391.1K | 0.03% | 00.0% | Unchanged |
| Trexquant Investment LP | 20,321 | $481.0K | 0.01% | +67+0.3% | Added |
| Truist Financial Corp | 20,593 | $487.4K | 0.00% | +58+0.3% | Added |
| BNP Paribas Arbitrage, SA | 20,660 | $489.0K | 0.00% | −3,028−12.8% | Reduced |
| Two Sigma Advisers, LP | 21,800 | $516.0K | 0.00% | −4,800−18.0% | Reduced |
| STRS Ohio | 22,700 | $537.3K | 0.00% | +2,300+11.3% | Added |
| PMC FIG Opportunities LLC | 22,727 | $537.9K | 0.81% | +22,727 | New |
| Rhumbline Advisers | 24,147 | $571.5K | 0.00% | +361+1.5% | Added |
| Caldwell Sutter Capital, Inc. | 28,431 | $673.0K | 0.33% | 00.0% | Unchanged |
| Brandywine Global Investment Management, LLC | 29,376 | $695.3K | 0.01% | −1,234−4.0% | Reduced |
| Victory Capital Management Inc | 30,500 | $721.9K | 0.00% | +5,500+22.0% | Added |
| Forest Hill Capital, LLC | 30,632 | $725.1K | 0.60% | 00.0% | Unchanged |
| Captrust Financial Advisors | 32,735 | $774.8K | 0.00% | +194+0.6% | Added |
| SlateStone Wealth, LLC | 33,427 | $791.0K | 0.09% | −500−1.5% | Reduced |
| Panagora Asset Management Inc | 33,666 | $796.9K | 0.00% | 00.0% | Unchanged |
| Martingale Asset Management L P | 34,338 | $812.8K | 0.02% | +5,160+17.7% | Added |
| Patriot Investment Management Inc. | 34,938 | $827.0K | 0.06% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 35,073 | $830.2K | 0.09% | −7,500−17.6% | Reduced |
| JPMorgan Chase & Co | 36,149 | $855.6K | 0.00% | −30,600−45.8% | Reduced |
| Pinnacle Financial Partners Inc | 36,763 | $870.2K | 0.02% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 37,273 | $882.3K | 0.03% | +37,273 | New |
| Invesco Ltd. | 39,536 | $935.8K | 0.00% | −1,682−4.1% | Reduced |
| Charles Schwab Investment Management Inc | 43,895 | $1.04M | 0.00% | +1,429+3.4% | Added |
| LBMC Investment Advisors, LLC | 44,298 | $1.05M | 0.09% | 00.0% | Unchanged |
| Regions Financial Corp | 46,139 | $1.09M | 0.01% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 54,574 | $1.29M | 0.00% | +41,602+320.7% | Added |
| Nuveen Asset Management, LLC | 55,489 | $1.31M | 0.00% | +11,540+26.3% | Added |
| Goldman Sachs Group Inc | 57,308 | $1.36M | 0.00% | +4,011+7.5% | Added |
| Morgan Stanley | 60,054 | $1.42M | 0.00% | −7,237−10.8% | Reduced |
| Stifel Financial Corp | 61,000 | $1.44M | 0.00% | 00.0% | Unchanged |
| Empowered Funds, LLC | 63,937 | $1.51M | 0.03% | +4,500+7.6% | 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 |
| Bank of New York Mellon Corp | 96,021 | $2.27M | 0.00% | +3,810+4.1% | Added |
| Bridgeway Capital Management, LLC | 120,437 | $2.85M | 0.07% | −59,000−32.9% | Reduced |
| Russell Investments Group, Ltd. | 124,222 | $2.94M | 0.00% | −6,139−4.7% | Reduced |
| Elizabeth Park Capital Advisors, Ltd. | 127,649 | $3.02M | 2.62% | −20,000−13.5% | Reduced |
| Northern Trust Corp | 129,522 | $3.07M | 0.00% | −16,077−11.0% | Reduced |
| Renaissance Technologies LLC | 140,274 | $3.32M | 0.01% | +1,500+1.1% | Added |
| Foundry Partners, LLC | 148,990 | $3.53M | 0.19% | −1,880−1.2% | Reduced |
| American Century Companies Inc | 183,751 | $4.35M | 0.00% | +26,583+16.9% | Added |
| Deprince Race & Zollo Inc | 200,565 | $4.75M | 0.11% | +4,412+2.2% | Added |
| Wellington Management Group LLP | 201,409 | $4.77M | 0.00% | +107,835+115.2% | Added |
| Salzhauer Michael | 243,789 | $5.77M | 4.66% | +322+0.1% | Added |
| Kennedy Capital Management, Inc. | 244,373 | $5.78M | 0.12% | +244,373 | New |
| Alliancebernstein L.P. | 250,813 | $5.94M | 0.00% | +478+0.2% | Added |
| State Street Corp | 325,524 | $7.71M | 0.00% | −6,717−2.0% | Reduced |
| Geode Capital Management, LLC | 334,194 | $7.91M | 0.00% | +12,569+3.9% | Added |
| Banc Funds Co LLC | 560,898 | $13.3M | 1.57% | +19,750+3.6% | Added |
| Private Capital Management, LLC | 572,670 | $13.6M | 1.61% | −5,575−1.0% | Reduced |
| Cravens & Co Advisors, LLC | 645,965 | $15.3M | 11.35% | −1,619−0.3% | Reduced |