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, Q4 2024
Institutional positions in Smartfinancial Inc. as of Dec 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
- 128
- +14 vs. Q3 2024
- Shares held
- 9.63M
- +227.8K (+2.4%) vs. Q3 2024
- Total value
- $298.3M
- +$24.4M (+8.9%) vs. Q3 2024
- New holders
- 26
- 50 more added
- Sold out
- 12
- 29 more reduced
2 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Smartfinancial Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 1,434,284 | $44.4M | 0.00% | +42,082+3.0% | Added |
| Vanguard Group Inc | 818,072 | $25.3M | 0.00% | −38,576−4.5% | Reduced |
| Dimensional Fund Advisors LP | 758,069 | $23.5M | 0.01% | +32,418+4.5% | Added |
| Private Capital Management, LLC | 522,676 | $16.2M | 1.73% | −35,069−6.3% | Reduced |
| Cravens & Co Advisors, LLC | 448,357 | $13.9M | 10.58% | −3,135−0.7% | Reduced |
| Wellington Management Group LLP | 437,793 | $13.6M | 0.00% | +97,375+28.6% | Added |
| Banc Funds Co LLC | 362,433 | $11.2M | 1.24% | −152,280−29.6% | Reduced |
| State Street Corp | 344,651 | $10.7M | 0.00% | +8,504+2.5% | Added |
| Geode Capital Management, LLC | 333,418 | $10.3M | 0.00% | −2,083−0.6% | Reduced |
| American Century Companies Inc | 274,947 | $8.52M | 0.00% | +40,104+17.1% | Added |
| Salzhauer Michael | 238,789 | $7.40M | 3.79% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 208,193 | $6.45M | 0.00% | +1,230+0.6% | Added |
| Deprince Race & Zollo Inc | 185,137 | $5.74M | 0.11% | −14,589−7.3% | Reduced |
| Foundry Partners, LLC | 184,260 | $5.71M | 0.29% | −295−0.2% | Reduced |
| Stieven Capital Advisors, L.P. | 150,234 | $4.65M | 0.83% | −3,900−2.5% | Reduced |
| Morgan Stanley | 148,512 | $4.60M | 0.00% | +44,973+43.4% | Added |
| Acadian Asset Management LLC | 147,469 | $4.57M | 0.01% | +49,187+50.0% | Added |
| Renaissance Technologies LLC | 139,274 | $4.31M | 0.01% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 130,194 | $4.03M | 0.01% | −24,195−15.7% | Reduced |
| Northern Trust Corp | 128,581 | $3.98M | 0.00% | −1,701−1.3% | Reduced |
| Elizabeth Park Capital Advisors, Ltd. | 127,649 | $3.95M | 3.22% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 127,177 | $3.94M | 0.09% | +3,390+2.7% | Added |
| Hillsdale Investment Management Inc. | 120,029 | $3.72M | 0.19% | +120,029 | New |
| Goldman Sachs Group Inc | 117,331 | $3.63M | 0.00% | +18,560+18.8% | Added |
| Boothbay Fund Management, LLC | 88,206 | $2.73M | 0.08% | +3,675+4.3% | Added |
| Bank of New York Mellon Corp | 77,745 | $2.41M | 0.00% | −6,310−7.5% | Reduced |
| JPMorgan Chase & Co | 75,527 | $2.34M | 0.00% | +42,771+130.6% | Added |
| Empowered Funds, LLC | 70,677 | $2.19M | 0.03% | +3,390+5.0% | Added |
| Millennium Management LLC | 60,255 | $1.87M | 0.00% | +44,467+281.7% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 60,048 | $1.86M | 0.01% | +48,576+423.4% | Added |
| Stifel Financial Corp | 55,343 | $1.71M | 0.00% | −5,657−9.3% | Reduced |
| Martingale Asset Management L P | 53,238 | $1.65M | 0.04% | +23,852+81.2% | Added |
| Regions Financial Corp | 46,139 | $1.43M | 0.01% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 44,448 | $1.38M | 0.00% | +550+1.3% | Added |
| LBMC Investment Advisors, LLC | 44,298 | $1.37M | 0.11% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 43,949 | $1.36M | 0.00% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 40,285 | $1.25M | 0.00% | +25,543+173.3% | Added |
| Patriot Investment Management Inc. | 34,938 | $1.08M | 0.08% | 00.0% | Unchanged |
| Victory Capital Management Inc | 34,200 | $1.06M | 0.00% | +2,351+7.4% | Added |
| Panagora Asset Management Inc | 33,563 | $1.04M | 0.00% | +423+1.3% | Added |
| SlateStone Wealth, LLC | 33,427 | $1.04M | 0.10% | 00.0% | Unchanged |
| Captrust Financial Advisors | 31,023 | $961.1K | 0.00% | −916−2.9% | Reduced |
| Two Sigma Investments, LP | 30,938 | $958.5K | 0.00% | +14,810+91.8% | Added |
| Trexquant Investment LP | 30,026 | $930.2K | 0.01% | +543+1.8% | Added |
| Caldwell Sutter Capital, Inc. | 28,431 | $880.8K | 0.41% | 00.0% | Unchanged |
| Creative Planning | 27,943 | $865.7K | 0.00% | +14,424+106.7% | Added |
| Invesco Ltd. | 27,796 | $861.1K | 0.00% | +3,979+16.7% | Added |
| Brandywine Global Investment Management, LLC | 27,668 | $857.2K | 0.01% | −1,000−3.5% | Reduced |
| Citadel Advisors LLC | 26,552 | $822.6K | 0.00% | +19,345+268.4% | Added |
| Barclays PLC | 26,095 | $808.4K | 0.00% | +3,247+14.2% | Added |
| PMC FIG Opportunities LLC | 25,642 | $794.4K | 2.01% | −14,827−36.6% | Reduced |
| Rhumbline Advisers | 24,056 | $745.2K | 0.00% | +110+0.5% | Added |
| Rather & Kittrell, Inc. | 22,028 | $682.4K | 0.16% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 21,763 | $674.2K | 0.01% | −15,000−40.8% | Reduced |
| AQR Capital Management LLC | 20,717 | $641.8K | 0.00% | +20,717 | New |
| Two Sigma Advisers, LP | 20,400 | $632.0K | 0.00% | +3,700+22.2% | Added |
| Truist Financial Corp | 19,191 | $594.5K | 0.00% | +37+0.2% | Added |
| Raymond James Financial Inc | 18,716 | $579.8K | 0.00% | +18,716 | New |
| EAM Investors, LLC | 18,694 | $579.1K | 0.08% | +18,694 | New |
| STRS Ohio | 18,400 | $570.0K | 0.00% | −1,300−6.6% | Reduced |
| Bank of America Corp | 17,824 | $552.2K | 0.00% | +5,206+41.3% | Added |
| Persistent Asset Partners Ltd | 14,912 | $525.8K | 0.45% | +14,912 | New |
| Silver Oak Securities, Inc | 16,018 | $498.8K | 0.05% | 00.0% | Unchanged |
| Royal Bank of Canada | 15,263 | $473.0K | 0.00% | +2,354+18.2% | Added |
| Equitable Trust Co | 14,700 | $455.4K | 0.03% | −1,825−11.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 13,633 | $422.0K | 0.00% | +8+0.1% | Added |
| Cubist Systematic Strategies, LLC | 13,515 | $418.7K | 0.01% | +13,515 | New |
| Citigroup Inc | 13,085 | $405.4K | 0.00% | +856+7.0% | Added |
| CWM Advisors, LLC | 12,871 | $398.7K | 0.04% | −1,381−9.7% | Reduced |
| ExodusPoint Capital Management, LP | 12,000 | $372.0K | 0.00% | +12,000 | New |
| Evergreen Advisors, LLC | 11,706 | $362.6K | 0.10% | +26+0.2% | Added |
| Jane Street Group, LLC | 11,670 | $361.5K | 0.00% | −3,255−21.8% | Reduced |
| Brooks, Moore & Associates, Inc. | 11,351 | $351.7K | 0.21% | −258−2.2% | Reduced |
| Stonegate Investment Group, LLC | 11,342 | $351.4K | 0.01% | +11,342 | New |
| UBS Group AG | 10,487 | $324.9K | 0.00% | +482+4.8% | Added |
| RFG Advisory, LLC | 10,000 | $309.8K | 0.01% | +10,000 | New |
| Franklin Resources Inc | 9,900 | $306.7K | 0.00% | +9,900 | New |
| MetLife Investment Management | 9,544 | $295.7K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 9,543 | $295.6K | 0.02% | +210+2.3% | Added |
| Deutsche Bank AG | 9,542 | $295.6K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 9,471 | $293.4K | 0.00% | +9,471 | New |
| Wells Fargo & Company | 9,331 | $289.1K | 0.00% | +2,031+27.8% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 9,091 | $281.6K | 0.00% | +380+4.4% | Added |
| Squarepoint Ops LLC | 8,948 | $277.2K | 0.00% | +8,948 | New |
| CAP Partners, LLC | 7,910 | $245.1K | 0.17% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 7,905 | $244.9K | 0.00% | −596−7.0% | Reduced |
| Aptus Capital Advisors, LLC | 7,506 | $232.5K | 0.00% | −6,984−48.2% | Reduced |
| SG Americas Securities, LLC | 7,292 | $226.0K | 0.00% | +1,771+32.1% | Added |
| New York State Common Retirement Fund | 6,534 | $202.4K | 0.00% | 00.0% | Unchanged |
| Welch Group, LLC | 6,499 | $202.4K | 0.01% | +6,499 | New |
| Ridgepath Capital Management LLC | 6,526 | $202.2K | 0.09% | +6,526 | New |
| Geneos Wealth Management Inc. | 6,210 | $192.4K | 0.01% | +6,210 | New |
| HHM Wealth Advisors, LLC | 4,816 | $149.2K | 0.02% | −241−4.8% | Reduced |
| Virtus Investment Advisers, Inc. | 4,000 | $123.9K | 0.10% | +4,000 | New |
| Police & Firemen's Retirement System of New Jersey | 3,578 | $110.8K | 0.00% | +3,578 | New |
| Aquatic Capital Management LLC | 3,353 | $103.9K | 0.00% | +3,353 | New |
| The PNC Financial Services Group, Inc. | 2,201 | $68.2K | 0.00% | −216−8.9% | Reduced |
| BNP Paribas Arbitrage, SA | 1,868 | $57.9K | 0.00% | −1,631−46.6% | Reduced |
| Ameritas Investment Partners, Inc. | 1,564 | $48.5K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,538 | $47.6K | 0.00% | +1,122+269.7% | Added |