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, Q3 2024
Institutional positions in Smartfinancial Inc. as of Sep 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
- 116
- +15 vs. Q2 2024
- Shares held
- 9.40M
- +1.69M (+21.9%) vs. Q2 2024
- Total value
- $274.0M
- +$91.4M (+50.0%) vs. Q2 2024
- New holders
- 21
- 40 more added
- Sold out
- 6
- 29 more reduced
2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Smartfinancial Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 1,392,202 | $40.6M | 0.00% | +1,392,202 | New |
| Vanguard Group Inc | 856,648 | $25.0M | 0.00% | +51,680+6.4% | Added |
| Dimensional Fund Advisors LP | 725,651 | $21.1M | 0.01% | +25,857+3.7% | Added |
| Private Capital Management, LLC | 557,745 | $16.3M | 1.78% | −14,925−2.6% | Reduced |
| Banc Funds Co LLC | 514,713 | $15.0M | 1.63% | −46,185−8.2% | Reduced |
| Cravens & Co Advisors, LLC | 451,492 | $13.2M | 10.16% | −194,473−30.1% | Reduced |
| Wellington Management Group LLP | 340,418 | $9.92M | 0.00% | +139,009+69.0% | Added |
| State Street Corp | 336,147 | $9.80M | 0.00% | +10,623+3.3% | Added |
| Geode Capital Management, LLC | 335,501 | $9.78M | 0.00% | +1,307+0.4% | Added |
| Salzhauer Michael | 238,789 | $6.96M | 4.42% | −5,000−2.1% | Reduced |
| American Century Companies Inc | 234,843 | $6.84M | 0.00% | +51,092+27.8% | Added |
| Alliancebernstein L.P. | 206,963 | $6.03M | 0.00% | −43,850−17.5% | Reduced |
| Deprince Race & Zollo Inc | 199,726 | $5.82M | 0.11% | −839−0.4% | Reduced |
| Kennedy Capital Management, Inc. | 192,345 | $5.60M | 0.12% | −52,028−21.3% | Reduced |
| Foundry Partners, LLC | 184,555 | $5.38M | 0.27% | +35,565+23.9% | Added |
| Russell Investments Group, Ltd. | 154,389 | $4.50M | 0.01% | +30,167+24.3% | Added |
| Stieven Capital Advisors, L.P. | 154,134 | $4.49M | 0.85% | +154,134 | New |
| Renaissance Technologies LLC | 139,274 | $4.06M | 0.01% | −1,000−0.7% | Reduced |
| Northern Trust Corp | 130,282 | $3.80M | 0.00% | +760+0.6% | Added |
| Elizabeth Park Capital Advisors, Ltd. | 127,649 | $3.72M | 3.00% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 123,787 | $3.61M | 0.08% | +3,350+2.8% | Added |
| Morgan Stanley | 103,539 | $3.02M | 0.00% | +43,485+72.4% | Added |
| Goldman Sachs Group Inc | 98,771 | $2.88M | 0.00% | +41,463+72.4% | Added |
| Acadian Asset Management LLC | 98,282 | $2.86M | 0.01% | +43,708+80.1% | Added |
| Boothbay Fund Management, LLC | 84,531 | $2.46M | 0.08% | +47,258+126.8% | Added |
| Bank of New York Mellon Corp | 84,055 | $2.45M | 0.00% | −11,966−12.5% | Reduced |
| Empowered Funds, LLC | 67,287 | $1.96M | 0.03% | +3,350+5.2% | Added |
| Stifel Financial Corp | 61,000 | $1.78M | 0.00% | 00.0% | Unchanged |
| Regions Financial Corp | 46,139 | $1.34M | 0.01% | 00.0% | Unchanged |
| LBMC Investment Advisors, LLC | 44,298 | $1.29M | 0.10% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 43,949 | $1.28M | 0.00% | −11,540−20.8% | Reduced |
| Charles Schwab Investment Management Inc | 43,898 | $1.28M | 0.00% | +30.0% | Added |
| PMC FIG Opportunities LLC | 40,469 | $1.18M | 1.82% | +17,742+78.1% | Added |
| Pinnacle Financial Partners Inc | 36,763 | $1.07M | 0.02% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 35,073 | $1.02M | 0.10% | 00.0% | Unchanged |
| Patriot Investment Management Inc. | 34,938 | $1.02M | 0.07% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 33,427 | $974.0K | 0.09% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 33,140 | $965.7K | 0.00% | −526−1.6% | Reduced |
| JPMorgan Chase & Co | 32,756 | $954.5K | 0.00% | −3,393−9.4% | Reduced |
| Captrust Financial Advisors | 31,939 | $930.7K | 0.00% | −796−2.4% | Reduced |
| Victory Capital Management Inc | 31,849 | $928.1K | 0.00% | +1,349+4.4% | Added |
| Trexquant Investment LP | 29,483 | $859.1K | 0.01% | +9,162+45.1% | Added |
| Martingale Asset Management L P | 29,386 | $856.3K | 0.02% | −4,952−14.4% | Reduced |
| Brandywine Global Investment Management, LLC | 28,668 | $848.9K | 0.01% | −708−2.4% | Reduced |
| Caldwell Sutter Capital, Inc. | 28,431 | $828.5K | 0.39% | 00.0% | Unchanged |
| Mendon Capital Advisors Corp | 26,469 | $771.3K | 0.52% | −40,521−60.5% | Reduced |
| RMB Capital Management, LLC | 26,469 | $771.3K | 0.02% | −40,521−60.5% | Reduced |
| Rhumbline Advisers | 23,946 | $697.8K | 0.00% | −201−0.8% | Reduced |
| Invesco Ltd. | 23,817 | $694.0K | 0.00% | −15,719−39.8% | Reduced |
| Barclays PLC | 22,848 | $665.8K | 0.00% | +10,055+78.6% | Added |
| Rather & Kittrell, Inc. | 22,028 | $641.9K | 0.16% | +22,028 | New |
| STRS Ohio | 19,700 | $574.1K | 0.00% | −3,000−13.2% | Reduced |
| Truist Financial Corp | 19,154 | $558.1K | 0.00% | −1,439−7.0% | Reduced |
| Two Sigma Advisers, LP | 16,700 | $486.6K | 0.00% | −5,100−23.4% | Reduced |
| Equitable Trust Co | 16,525 | $481.5K | 0.03% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 16,128 | $470.0K | 0.00% | +775+5.0% | Added |
| Rockefeller Capital Management L.P. | 15,941 | $464.5K | 0.00% | −131−0.8% | Reduced |
| Millennium Management LLC | 15,788 | $460.1K | 0.00% | +1,877+13.5% | Added |
| Silver Oak Securities, Inc | 16,018 | $458.8K | 0.05% | 00.0% | Unchanged |
| Jane Street Group, LLC | 14,925 | $434.9K | 0.00% | +967+6.9% | Added |
| Arrowstreet Capital, Limited Partnership | 14,742 | $429.6K | 0.00% | +14,742 | New |
| Aptus Capital Advisors, LLC | 14,490 | $422.2K | 0.01% | +40+0.3% | Added |
| CWM Advisors, LLC | 14,252 | $415.3K | 0.04% | +14,252 | New |
| Bailard, Inc. | 13,653 | $397.8K | 0.01% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 13,625 | $397.0K | 0.00% | +621+4.8% | Added |
| Creative Planning | 13,519 | $393.9K | 0.00% | +13,519 | New |
| Royal Bank of Canada | 12,909 | $376.0K | 0.00% | −96−0.7% | Reduced |
| Warren Averett Asset Management, LLC | 12,757 | $371.7K | 0.01% | +12,757 | New |
| Bank of America Corp | 12,618 | $367.7K | 0.00% | +941+8.1% | Added |
| Citigroup Inc | 12,229 | $356.4K | 0.00% | +6,291+105.9% | Added |
| Evergreen Advisors, LLC | 11,680 | $340.4K | 0.09% | +32+0.3% | Added |
| Brooks, Moore & Associates, Inc. | 11,609 | $338.3K | 0.20% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 11,472 | $334.3K | 0.00% | +11,472 | New |
| UBS Group AG | 10,005 | $291.5K | 0.00% | +2,067+26.0% | Added |
| MetLife Investment Management | 9,544 | $278.1K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 9,542 | $278.1K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 9,333 | $272.0K | 0.02% | +9,333 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 8,711 | $253.8K | 0.00% | +576+7.1% | Added |
| Corebridge Financial, Inc. | 8,501 | $247.7K | 0.00% | −53−0.6% | Reduced |
| CAP Partners, LLC | 7,910 | $230.5K | 0.17% | +7,910 | New |
| Jacobs Levy Equity Management, Inc | 7,770 | $226.4K | 0.00% | +7,770 | New |
| Wells Fargo & Company | 7,300 | $212.7K | 0.00% | +314+4.5% | Added |
| Citadel Advisors LLC | 7,207 | $210.0K | 0.00% | +7,207 | New |
| Voya Investment Management LLC | 6,960 | $202.8K | 0.00% | +6,960 | New |
| New York State Common Retirement Fund | 6,534 | $190.4K | 0.00% | −900−12.1% | Reduced |
| SG Americas Securities, LLC | 5,521 | $161.0K | 0.00% | +5,521 | New |
| HHM Wealth Advisors, LLC | 5,057 | $147.4K | 0.02% | −562−10.0% | Reduced |
| Advisor Group Holdings, Inc. | 4,276 | $124.6K | 0.00% | +11+0.3% | Added |
| BNP Paribas Arbitrage, SA | 3,499 | $102.0K | 0.00% | −17,161−83.1% | Reduced |
| The PNC Financial Services Group, Inc. | 2,417 | $70.4K | 0.00% | +598+32.9% | Added |
| Ameritas Investment Partners, Inc. | 1,564 | $45.6K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,477 | $43.0K | 0.00% | +180+13.9% | Added |
| Proffitt & Goodson Inc | 1,429 | $41.6K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 1,396 | $40.7K | 0.00% | +1,370+5,269.2% | Added |
| Public Employees Retirement System of Ohio | 1,385 | $40.4K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,200 | $35.0K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 1,152 | $33.6K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1,096 | $31.9K | 0.00% | +18+1.7% | Added |
| EverSource Wealth Advisors, LLC | 1,000 | $29.1K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 659 | $19.2K | 0.00% | 00.0% | Unchanged |