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 |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 1 | $31 | 0.00% | +1 | New |
| Rothschild Investment LLC | 5 | $155 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 8 | $248 | 0.00% | +8 | New |
| GAMMA Investing LLC | 11 | $341 | 0.00% | +11 | New |
| Huntington National Bank | 26 | $805 | 0.00% | −1,370−98.1% | Reduced |
| US Bancorp | 57 | $1.77K | 0.00% | +57 | New |
| Massmutual Trust Co FSB | 95 | $2.94K | 0.00% | +17+21.8% | Added |
| Allworth Financial LP | 129 | $4.49K | 0.00% | +77+148.1% | Added |
| Lindbrook Capital, LLC | 147 | $4.55K | 0.00% | +6+4.3% | Added |
| R Squared Ltd | 155 | $4.80K | 0.00% | +155 | New |
| Point72 (DIFC) Ltd | 178 | $5.51K | 0.00% | +178 | New |
| Smartleaf Asset Management LLC | 182 | $5.67K | 0.00% | +121+198.4% | Added |
| Signaturefd, LLC | 185 | $5.73K | 0.00% | +54+41.2% | Added |
| SRS Capital Advisors, Inc. | 192 | $5.95K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 201 | $6.00K | 0.00% | −3−1.5% | Reduced |
| Quadrant Capital Group LLC | 309 | $9.57K | 0.00% | +98+46.4% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 481 | $14.9K | 0.00% | +481 | New |
| Sterling Capital Management LLC | 510 | $15.8K | 0.00% | +452+779.3% | Added |
| Amalgamated Bank | 544 | $17.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 650 | $20.0K | 0.00% | +90+16.1% | Added |
| Versant Capital Management, Inc | 674 | $20.9K | 0.00% | +674 | New |
| EverSource Wealth Advisors, LLC | 1,004 | $31.1K | 0.00% | +4+0.4% | Added |
| FMR LLC | 1,106 | $34.3K | 0.00% | +10+0.9% | Added |
| Public Employees Retirement System of Ohio | 1,145 | $35.5K | 0.00% | −240−17.3% | Reduced |
| California State Teachers Retirement System | 1,152 | $35.7K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,200 | $37.2K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 1,429 | $44.3K | 0.01% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,477 | $45.8K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,538 | $47.6K | 0.00% | +1,122+269.7% | Added |
| Ameritas Investment Partners, Inc. | 1,564 | $48.5K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 1,868 | $57.9K | 0.00% | −1,631−46.6% | Reduced |
| The PNC Financial Services Group, Inc. | 2,201 | $68.2K | 0.00% | −216−8.9% | Reduced |
| Aquatic Capital Management LLC | 3,353 | $103.9K | 0.00% | +3,353 | New |
| Police & Firemen's Retirement System of New Jersey | 3,578 | $110.8K | 0.00% | +3,578 | New |
| Virtus Investment Advisers, Inc. | 4,000 | $123.9K | 0.10% | +4,000 | New |
| HHM Wealth Advisors, LLC | 4,816 | $149.2K | 0.02% | −241−4.8% | Reduced |
| Geneos Wealth Management Inc. | 6,210 | $192.4K | 0.01% | +6,210 | New |
| Ridgepath Capital Management LLC | 6,526 | $202.2K | 0.09% | +6,526 | New |
| Welch Group, LLC | 6,499 | $202.4K | 0.01% | +6,499 | New |
| New York State Common Retirement Fund | 6,534 | $202.4K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 7,292 | $226.0K | 0.00% | +1,771+32.1% | Added |
| Aptus Capital Advisors, LLC | 7,506 | $232.5K | 0.00% | −6,984−48.2% | Reduced |
| Corebridge Financial, Inc. | 7,905 | $244.9K | 0.00% | −596−7.0% | Reduced |
| CAP Partners, LLC | 7,910 | $245.1K | 0.17% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 8,948 | $277.2K | 0.00% | +8,948 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 9,091 | $281.6K | 0.00% | +380+4.4% | Added |
| Wells Fargo & Company | 9,331 | $289.1K | 0.00% | +2,031+27.8% | Added |
| Susquehanna International Group, LLP | 9,471 | $293.4K | 0.00% | +9,471 | New |
| Deutsche Bank AG | 9,542 | $295.6K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 9,543 | $295.6K | 0.02% | +210+2.3% | Added |
| MetLife Investment Management | 9,544 | $295.7K | 0.00% | 00.0% | Unchanged |
| Franklin Resources Inc | 9,900 | $306.7K | 0.00% | +9,900 | New |
| RFG Advisory, LLC | 10,000 | $309.8K | 0.01% | +10,000 | New |
| UBS Group AG | 10,487 | $324.9K | 0.00% | +482+4.8% | Added |
| Stonegate Investment Group, LLC | 11,342 | $351.4K | 0.01% | +11,342 | New |
| Brooks, Moore & Associates, Inc. | 11,351 | $351.7K | 0.21% | −258−2.2% | Reduced |
| Jane Street Group, LLC | 11,670 | $361.5K | 0.00% | −3,255−21.8% | Reduced |
| Evergreen Advisors, LLC | 11,706 | $362.6K | 0.10% | +26+0.2% | Added |
| ExodusPoint Capital Management, LP | 12,000 | $372.0K | 0.00% | +12,000 | New |
| CWM Advisors, LLC | 12,871 | $398.7K | 0.04% | −1,381−9.7% | Reduced |
| Citigroup Inc | 13,085 | $405.4K | 0.00% | +856+7.0% | Added |
| Cubist Systematic Strategies, LLC | 13,515 | $418.7K | 0.01% | +13,515 | New |
| Cambridge Investment Research Advisors, Inc. | 13,633 | $422.0K | 0.00% | +8+0.1% | Added |
| Equitable Trust Co | 14,700 | $455.4K | 0.03% | −1,825−11.0% | Reduced |
| Royal Bank of Canada | 15,263 | $473.0K | 0.00% | +2,354+18.2% | Added |
| Silver Oak Securities, Inc | 16,018 | $498.8K | 0.05% | 00.0% | Unchanged |
| Persistent Asset Partners Ltd | 14,912 | $525.8K | 0.45% | +14,912 | New |
| Bank of America Corp | 17,824 | $552.2K | 0.00% | +5,206+41.3% | Added |
| STRS Ohio | 18,400 | $570.0K | 0.00% | −1,300−6.6% | Reduced |
| EAM Investors, LLC | 18,694 | $579.1K | 0.08% | +18,694 | New |
| Raymond James Financial Inc | 18,716 | $579.8K | 0.00% | +18,716 | New |
| Truist Financial Corp | 19,191 | $594.5K | 0.00% | +37+0.2% | Added |
| Two Sigma Advisers, LP | 20,400 | $632.0K | 0.00% | +3,700+22.2% | Added |
| AQR Capital Management LLC | 20,717 | $641.8K | 0.00% | +20,717 | New |
| Pinnacle Financial Partners Inc | 21,763 | $674.2K | 0.01% | −15,000−40.8% | Reduced |
| Rather & Kittrell, Inc. | 22,028 | $682.4K | 0.16% | 00.0% | Unchanged |
| Rhumbline Advisers | 24,056 | $745.2K | 0.00% | +110+0.5% | Added |
| PMC FIG Opportunities LLC | 25,642 | $794.4K | 2.01% | −14,827−36.6% | Reduced |
| Barclays PLC | 26,095 | $808.4K | 0.00% | +3,247+14.2% | Added |
| Citadel Advisors LLC | 26,552 | $822.6K | 0.00% | +19,345+268.4% | Added |
| Brandywine Global Investment Management, LLC | 27,668 | $857.2K | 0.01% | −1,000−3.5% | Reduced |
| Invesco Ltd. | 27,796 | $861.1K | 0.00% | +3,979+16.7% | Added |
| Creative Planning | 27,943 | $865.7K | 0.00% | +14,424+106.7% | Added |
| Caldwell Sutter Capital, Inc. | 28,431 | $880.8K | 0.41% | 00.0% | Unchanged |
| Trexquant Investment LP | 30,026 | $930.2K | 0.01% | +543+1.8% | Added |
| Two Sigma Investments, LP | 30,938 | $958.5K | 0.00% | +14,810+91.8% | Added |
| Captrust Financial Advisors | 31,023 | $961.1K | 0.00% | −916−2.9% | Reduced |
| SlateStone Wealth, LLC | 33,427 | $1.04M | 0.10% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 33,563 | $1.04M | 0.00% | +423+1.3% | Added |
| Victory Capital Management Inc | 34,200 | $1.06M | 0.00% | +2,351+7.4% | Added |
| Patriot Investment Management Inc. | 34,938 | $1.08M | 0.08% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 40,285 | $1.25M | 0.00% | +25,543+173.3% | Added |
| Nuveen Asset Management, LLC | 43,949 | $1.36M | 0.00% | 00.0% | Unchanged |
| LBMC Investment Advisors, LLC | 44,298 | $1.37M | 0.11% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 44,448 | $1.38M | 0.00% | +550+1.3% | Added |
| Regions Financial Corp | 46,139 | $1.43M | 0.01% | 00.0% | Unchanged |
| Martingale Asset Management L P | 53,238 | $1.65M | 0.04% | +23,852+81.2% | Added |
| Stifel Financial Corp | 55,343 | $1.71M | 0.00% | −5,657−9.3% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 60,048 | $1.86M | 0.01% | +48,576+423.4% | Added |
| Millennium Management LLC | 60,255 | $1.87M | 0.00% | +44,467+281.7% | Added |