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 |
|---|---|---|---|---|---|
| Rothschild Investment LLC | 5 | $146 | 0.00% | +5 | New |
| Allworth Financial LP | 52 | $1.52K | 0.00% | +52 | New |
| Sterling Capital Management LLC | 58 | $1.69K | 0.00% | +58 | New |
| Smartleaf Asset Management LLC | 61 | $1.75K | 0.00% | +61 | New |
| Massmutual Trust Co FSB | 78 | $2.27K | 0.00% | +34+77.3% | Added |
| Capital Performance Advisors LLP | 106 | $3.09K | 0.00% | +106 | New |
| Signaturefd, LLC | 131 | $3.82K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 141 | $4.11K | 0.00% | +7+5.2% | Added |
| SRS Capital Advisors, Inc. | 192 | $5.59K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 204 | $6.00K | 0.00% | +204 | New |
| Quadrant Capital Group LLC | 211 | $6.15K | 0.00% | +21+11.1% | Added |
| Tower Research Capital LLC (TRC) | 416 | $12.1K | 0.00% | −1,729−80.6% | Reduced |
| Naples Money Management LLC | 470 | $13.7K | 0.01% | 00.0% | Unchanged |
| nVerses Capital, LLC | 500 | $14.6K | 0.01% | +500 | New |
| Amalgamated Bank | 544 | $16.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 560 | $16.0K | 0.00% | +247+78.9% | Added |
| FinTrust Capital Advisors, LLC | 659 | $19.2K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,000 | $29.1K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1,096 | $31.9K | 0.00% | +18+1.7% | Added |
| California State Teachers Retirement System | 1,152 | $33.6K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,200 | $35.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 1,385 | $40.4K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1,396 | $40.7K | 0.00% | +1,370+5,269.2% | Added |
| Proffitt & Goodson Inc | 1,429 | $41.6K | 0.01% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,477 | $43.0K | 0.00% | +180+13.9% | Added |
| Ameritas Investment Partners, Inc. | 1,564 | $45.6K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,417 | $70.4K | 0.00% | +598+32.9% | Added |
| BNP Paribas Arbitrage, SA | 3,499 | $102.0K | 0.00% | −17,161−83.1% | Reduced |
| Advisor Group Holdings, Inc. | 4,276 | $124.6K | 0.00% | +11+0.3% | Added |
| HHM Wealth Advisors, LLC | 5,057 | $147.4K | 0.02% | −562−10.0% | Reduced |
| SG Americas Securities, LLC | 5,521 | $161.0K | 0.00% | +5,521 | New |
| New York State Common Retirement Fund | 6,534 | $190.4K | 0.00% | −900−12.1% | Reduced |
| Voya Investment Management LLC | 6,960 | $202.8K | 0.00% | +6,960 | New |
| Citadel Advisors LLC | 7,207 | $210.0K | 0.00% | +7,207 | New |
| Wells Fargo & Company | 7,300 | $212.7K | 0.00% | +314+4.5% | Added |
| Jacobs Levy Equity Management, Inc | 7,770 | $226.4K | 0.00% | +7,770 | New |
| CAP Partners, LLC | 7,910 | $230.5K | 0.17% | +7,910 | New |
| Corebridge Financial, Inc. | 8,501 | $247.7K | 0.00% | −53−0.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 8,711 | $253.8K | 0.00% | +576+7.1% | Added |
| XTX Topco Ltd | 9,333 | $272.0K | 0.02% | +9,333 | New |
| Deutsche Bank AG | 9,542 | $278.1K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 9,544 | $278.1K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 10,005 | $291.5K | 0.00% | +2,067+26.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 11,472 | $334.3K | 0.00% | +11,472 | New |
| Brooks, Moore & Associates, Inc. | 11,609 | $338.3K | 0.20% | 00.0% | Unchanged |
| Evergreen Advisors, LLC | 11,680 | $340.4K | 0.09% | +32+0.3% | Added |
| Citigroup Inc | 12,229 | $356.4K | 0.00% | +6,291+105.9% | Added |
| Bank of America Corp | 12,618 | $367.7K | 0.00% | +941+8.1% | Added |
| Warren Averett Asset Management, LLC | 12,757 | $371.7K | 0.01% | +12,757 | New |
| Royal Bank of Canada | 12,909 | $376.0K | 0.00% | −96−0.7% | Reduced |
| Creative Planning | 13,519 | $393.9K | 0.00% | +13,519 | New |
| Cambridge Investment Research Advisors, Inc. | 13,625 | $397.0K | 0.00% | +621+4.8% | Added |
| Bailard, Inc. | 13,653 | $397.8K | 0.01% | 00.0% | Unchanged |
| CWM Advisors, LLC | 14,252 | $415.3K | 0.04% | +14,252 | New |
| Aptus Capital Advisors, LLC | 14,490 | $422.2K | 0.01% | +40+0.3% | Added |
| Arrowstreet Capital, Limited Partnership | 14,742 | $429.6K | 0.00% | +14,742 | New |
| Jane Street Group, LLC | 14,925 | $434.9K | 0.00% | +967+6.9% | Added |
| Silver Oak Securities, Inc | 16,018 | $458.8K | 0.05% | 00.0% | Unchanged |
| Millennium Management LLC | 15,788 | $460.1K | 0.00% | +1,877+13.5% | Added |
| Rockefeller Capital Management L.P. | 15,941 | $464.5K | 0.00% | −131−0.8% | Reduced |
| Two Sigma Investments, LP | 16,128 | $470.0K | 0.00% | +775+5.0% | Added |
| Equitable Trust Co | 16,525 | $481.5K | 0.03% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 16,700 | $486.6K | 0.00% | −5,100−23.4% | Reduced |
| Truist Financial Corp | 19,154 | $558.1K | 0.00% | −1,439−7.0% | Reduced |
| STRS Ohio | 19,700 | $574.1K | 0.00% | −3,000−13.2% | Reduced |
| Rather & Kittrell, Inc. | 22,028 | $641.9K | 0.16% | +22,028 | New |
| Barclays PLC | 22,848 | $665.8K | 0.00% | +10,055+78.6% | Added |
| Invesco Ltd. | 23,817 | $694.0K | 0.00% | −15,719−39.8% | Reduced |
| Rhumbline Advisers | 23,946 | $697.8K | 0.00% | −201−0.8% | Reduced |
| 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 |
| Caldwell Sutter Capital, Inc. | 28,431 | $828.5K | 0.39% | 00.0% | Unchanged |
| Brandywine Global Investment Management, LLC | 28,668 | $848.9K | 0.01% | −708−2.4% | Reduced |
| Martingale Asset Management L P | 29,386 | $856.3K | 0.02% | −4,952−14.4% | Reduced |
| Trexquant Investment LP | 29,483 | $859.1K | 0.01% | +9,162+45.1% | Added |
| Victory Capital Management Inc | 31,849 | $928.1K | 0.00% | +1,349+4.4% | Added |
| Captrust Financial Advisors | 31,939 | $930.7K | 0.00% | −796−2.4% | Reduced |
| JPMorgan Chase & Co | 32,756 | $954.5K | 0.00% | −3,393−9.4% | Reduced |
| Panagora Asset Management Inc | 33,140 | $965.7K | 0.00% | −526−1.6% | Reduced |
| SlateStone Wealth, LLC | 33,427 | $974.0K | 0.09% | 00.0% | Unchanged |
| Patriot Investment Management Inc. | 34,938 | $1.02M | 0.07% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 35,073 | $1.02M | 0.10% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 36,763 | $1.07M | 0.02% | 00.0% | Unchanged |
| PMC FIG Opportunities LLC | 40,469 | $1.18M | 1.82% | +17,742+78.1% | Added |
| Charles Schwab Investment Management Inc | 43,898 | $1.28M | 0.00% | +30.0% | Added |
| Nuveen Asset Management, LLC | 43,949 | $1.28M | 0.00% | −11,540−20.8% | Reduced |
| LBMC Investment Advisors, LLC | 44,298 | $1.29M | 0.10% | 00.0% | Unchanged |
| Regions Financial Corp | 46,139 | $1.34M | 0.01% | 00.0% | Unchanged |
| Stifel Financial Corp | 61,000 | $1.78M | 0.00% | 00.0% | Unchanged |
| Empowered Funds, LLC | 67,287 | $1.96M | 0.03% | +3,350+5.2% | Added |
| Bank of New York Mellon Corp | 84,055 | $2.45M | 0.00% | −11,966−12.5% | Reduced |
| Boothbay Fund Management, LLC | 84,531 | $2.46M | 0.08% | +47,258+126.8% | Added |
| Acadian Asset Management LLC | 98,282 | $2.86M | 0.01% | +43,708+80.1% | Added |
| Goldman Sachs Group Inc | 98,771 | $2.88M | 0.00% | +41,463+72.4% | Added |
| Morgan Stanley | 103,539 | $3.02M | 0.00% | +43,485+72.4% | Added |
| Bridgeway Capital Management, LLC | 123,787 | $3.61M | 0.08% | +3,350+2.8% | Added |
| Elizabeth Park Capital Advisors, Ltd. | 127,649 | $3.72M | 3.00% | 00.0% | Unchanged |
| Northern Trust Corp | 130,282 | $3.80M | 0.00% | +760+0.6% | Added |
| Renaissance Technologies LLC | 139,274 | $4.06M | 0.01% | −1,000−0.7% | Reduced |
| Stieven Capital Advisors, L.P. | 154,134 | $4.49M | 0.85% | +154,134 | New |