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 |
|---|---|---|---|---|---|
| Legal & General Group Plc | 1,477 | $45.8K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 1,429 | $44.3K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,200 | $37.2K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 1,152 | $35.7K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 1,145 | $35.5K | 0.00% | −240−17.3% | Reduced |
| FMR LLC | 1,106 | $34.3K | 0.00% | +10+0.9% | Added |
| EverSource Wealth Advisors, LLC | 1,004 | $31.1K | 0.00% | +4+0.4% | Added |
| Versant Capital Management, Inc | 674 | $20.9K | 0.00% | +674 | New |
| CWM, LLC | 650 | $20.0K | 0.00% | +90+16.1% | Added |
| Amalgamated Bank | 544 | $17.0K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 510 | $15.8K | 0.00% | +452+779.3% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 481 | $14.9K | 0.00% | +481 | New |
| Quadrant Capital Group LLC | 309 | $9.57K | 0.00% | +98+46.4% | Added |
| Harbor Capital Advisors, Inc. | 201 | $6.00K | 0.00% | −3−1.5% | Reduced |
| SRS Capital Advisors, Inc. | 192 | $5.95K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 185 | $5.73K | 0.00% | +54+41.2% | Added |
| Smartleaf Asset Management LLC | 182 | $5.67K | 0.00% | +121+198.4% | Added |
| Point72 (DIFC) Ltd | 178 | $5.51K | 0.00% | +178 | New |
| R Squared Ltd | 155 | $4.80K | 0.00% | +155 | New |
| Lindbrook Capital, LLC | 147 | $4.55K | 0.00% | +6+4.3% | Added |
| Allworth Financial LP | 129 | $4.49K | 0.00% | +77+148.1% | Added |
| Massmutual Trust Co FSB | 95 | $2.94K | 0.00% | +17+21.8% | Added |
| US Bancorp | 57 | $1.77K | 0.00% | +57 | New |
| Huntington National Bank | 26 | $805 | 0.00% | −1,370−98.1% | Reduced |
| GAMMA Investing LLC | 11 | $341 | 0.00% | +11 | New |
| Parallel Advisors, LLC | 8 | $248 | 0.00% | +8 | New |
| Rothschild Investment LLC | 5 | $155 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1 | $31 | 0.00% | +1 | New |
| Kennedy Capital Management, Inc. | 0 | $0 | 0.00% | −192,345−100.0% | Sold out |
| Crescent Grove Advisors, LLC | 0 | $0 | 0.00% | −35,073−100.0% | Sold out |
| Mendon Capital Advisors Corp | 0 | $0 | 0.00% | −26,469−100.0% | Sold out |
| RMB Capital Management, LLC | 0 | $0 | 0.00% | −26,469−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −15,941−100.0% | Sold out |
| Bailard, Inc. | 0 | $0 | 0.00% | −13,653−100.0% | Sold out |
| Warren Averett Asset Management, LLC | 0 | $0 | 0.00% | −12,757−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −7,770−100.0% | Sold out |
| Voya Investment Management LLC | 0 | $0 | 0.00% | −6,960−100.0% | Sold out |
| Advisor Group Holdings, Inc. | 0 | $0 | 0.00% | −4,276−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −106−100.0% | Sold out |
| FinTrust Capital Advisors, LLC | – | – | – | – | Not filed |
| Naples Money Management LLC | – | – | – | – | Not filed |