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, Q1 2025
Institutional positions in Smartfinancial Inc. as of Mar 31, 2025. 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
- 139
- +12 vs. Q4 2024
- Shares held
- 9.73M
- +149.9K (+1.6%) vs. Q4 2024
- Total value
- $302.5M
- +$5.54M (+1.9%) vs. Q4 2024
- New holders
- 20
- 41 more added
- Sold out
- 8
- 50 more reduced
1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Smartfinancial Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 1,419,692 | $44.1M | 0.00% | −14,592−1.0% | Reduced |
| Vanguard Group Inc | 794,867 | $24.7M | 0.00% | −23,205−2.8% | Reduced |
| Dimensional Fund Advisors LP | 786,505 | $24.4M | 0.01% | +28,436+3.8% | Added |
| Private Capital Management, LLC | 517,891 | $16.1M | 1.80% | −4,785−0.9% | Reduced |
| Cravens & Co Advisors, LLC | 439,689 | $13.7M | 10.62% | −8,668−1.9% | Reduced |
| Wellington Management Group LLP | 420,975 | $13.1M | 0.00% | −16,818−3.8% | Reduced |
| State Street Corp | 341,514 | $10.6M | 0.00% | −3,137−0.9% | Reduced |
| Geode Capital Management, LLC | 340,306 | $10.6M | 0.00% | +6,888+2.1% | Added |
| Banc Funds Co LLC | 294,911 | $9.17M | 1.21% | −67,522−18.6% | Reduced |
| American Century Companies Inc | 276,458 | $8.59M | 0.01% | +1,511+0.5% | Added |
| Salzhauer Michael | 239,139 | $7.43M | 4.54% | +350+0.1% | Added |
| Alliancebernstein L.P. | 191,331 | $5.95M | 0.00% | −16,862−8.1% | Reduced |
| Foundry Partners, LLC | 183,160 | $5.69M | 0.30% | −1,100−0.6% | Reduced |
| Renaissance Technologies LLC | 159,274 | $4.95M | 0.01% | +20,000+14.4% | Added |
| Acadian Asset Management LLC | 156,591 | $4.87M | 0.01% | +9,122+6.2% | Added |
| Morgan Stanley | 149,371 | $4.64M | 0.00% | +859+0.6% | Added |
| Stieven Capital Advisors, L.P. | 147,634 | $4.59M | 0.89% | −2,600−1.7% | Reduced |
| Deprince Race & Zollo Inc | 138,328 | $4.30M | 0.09% | −46,809−25.3% | Reduced |
| Northern Trust Corp | 127,663 | $3.97M | 0.00% | −918−0.7% | Reduced |
| Hillsdale Investment Management Inc. | 124,029 | $3.85M | 0.20% | +4,000+3.3% | Added |
| Bridgeway Capital Management, LLC | 122,209 | $3.80M | 0.10% | −4,968−3.9% | Reduced |
| Elizabeth Park Capital Advisors, Ltd. | 113,446 | $3.53M | 3.20% | −14,203−11.1% | Reduced |
| Goldman Sachs Group Inc | 104,914 | $3.26M | 0.00% | −12,417−10.6% | Reduced |
| Russell Investments Group, Ltd. | 99,641 | $3.10M | 0.00% | −30,553−23.5% | Reduced |
| JPMorgan Chase & Co | 90,062 | $2.80M | 0.00% | +14,535+19.2% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 87,634 | $2.72M | 0.01% | +27,586+45.9% | Added |
| Bank of New York Mellon Corp | 75,474 | $2.35M | 0.00% | −2,271−2.9% | Reduced |
| Nuveen, LLC | 70,650 | $2.20M | 0.00% | +70,650 | New |
| Millennium Management LLC | 69,405 | $2.16M | 0.00% | +9,150+15.2% | Added |
| Boothbay Fund Management, LLC | 68,421 | $2.13M | 0.08% | −19,785−22.4% | Reduced |
| Empowered Funds, LLC | 65,709 | $2.04M | 0.03% | −4,968−7.0% | Reduced |
| Martingale Asset Management L P | 57,438 | $1.79M | 0.05% | +4,200+7.9% | Added |
| Stifel Financial Corp | 55,343 | $1.72M | 0.00% | 00.0% | Unchanged |
| AQR Capital Management LLC | 51,972 | $1.62M | 0.00% | +31,255+150.9% | Added |
| Panagora Asset Management Inc | 50,942 | $1.58M | 0.01% | +17,379+51.8% | Added |
| Two Sigma Investments, LP | 49,486 | $1.54M | 0.00% | +18,548+60.0% | Added |
| Regions Financial Corp | 46,139 | $1.43M | 0.01% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 44,446 | $1.38M | 0.00% | −20.0% | Reduced |
| LBMC Investment Advisors, LLC | 43,865 | $1.36M | 0.11% | −433−1.0% | Reduced |
| Jane Street Group, LLC | 42,385 | $1.32M | 0.00% | +30,715+263.2% | Added |
| Arrowstreet Capital, Limited Partnership | 41,926 | $1.30M | 0.00% | +1,641+4.1% | Added |
| Citadel Advisors LLC | 39,398 | $1.22M | 0.00% | +12,846+48.4% | Added |
| Two Sigma Advisers, LP | 37,700 | $1.17M | 0.00% | +17,300+84.8% | Added |
| Patriot Investment Management Inc. | 34,938 | $1.09M | 0.08% | 00.0% | Unchanged |
| Victory Capital Management Inc | 33,450 | $1.04M | 0.00% | −750−2.2% | Reduced |
| Trexquant Investment LP | 30,767 | $956.2K | 0.01% | +741+2.5% | Added |
| Captrust Financial Advisors | 30,040 | $933.6K | 0.00% | −983−3.2% | Reduced |
| SlateStone Wealth, LLC | 29,427 | $915.0K | 0.09% | −4,000−12.0% | Reduced |
| Creative Planning | 28,741 | $893.3K | 0.00% | +798+2.9% | Added |
| Caldwell Sutter Capital, Inc. | 28,431 | $883.6K | 0.42% | 00.0% | Unchanged |
| Brandywine Global Investment Management, LLC | 26,659 | $828.6K | 0.01% | −1,009−3.6% | Reduced |
| Invesco Ltd. | 25,086 | $779.7K | 0.00% | −2,710−9.7% | Reduced |
| Squarepoint Ops LLC | 23,331 | $725.1K | 0.00% | +14,383+160.7% | Added |
| PMC FIG Opportunities LLC | 23,100 | $717.9K | 1.75% | −2,542−9.9% | Reduced |
| Rhumbline Advisers | 23,017 | $715.4K | 0.00% | −1,039−4.3% | Reduced |
| Rather & Kittrell, Inc. | 22,028 | $684.6K | 0.15% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 21,763 | $676.4K | 0.01% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 20,910 | $649.9K | 0.00% | +11,439+120.8% | Added |
| Los Angeles Capital Management LLC | 20,778 | $645.8K | 0.00% | +20,778 | New |
| Barclays PLC | 20,420 | $634.7K | 0.00% | −5,675−21.7% | Reduced |
| LeConte Wealth Management, LLC | 19,372 | $602.1K | 0.38% | +19,372 | New |
| Truist Financial Corp | 19,228 | $597.6K | 0.00% | +37+0.2% | Added |
| Kennedy Capital Management, Inc. | 17,271 | $536.8K | 0.01% | +17,271 | New |
| STRS Ohio | 17,200 | $534.6K | 0.00% | −1,200−6.5% | Reduced |
| Silver Oak Securities, Inc | 16,018 | $499.8K | 0.05% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 15,291 | $475.2K | 0.00% | +15,291 | New |
| Cambridge Investment Research Advisors, Inc. | 13,641 | $424.0K | 0.00% | +8+0.1% | Added |
| Royal Bank of Canada | 13,565 | $422.0K | 0.00% | −1,698−11.1% | Reduced |
| Persistent Asset Partners Ltd | 13,479 | $418.9K | 0.37% | −1,433−9.6% | Reduced |
| Bailard, Inc. | 12,415 | $385.9K | 0.01% | +12,415 | New |
| Bank of America Corp | 11,975 | $372.2K | 0.00% | −5,849−32.8% | Reduced |
| Citigroup Inc | 11,967 | $371.9K | 0.00% | −1,118−8.5% | Reduced |
| ExodusPoint Capital Management, LP | 11,873 | $369.0K | 0.00% | −127−1.1% | Reduced |
| Evergreen Advisors, LLC | 11,732 | $364.6K | 0.10% | +26+0.2% | Added |
| Stonegate Investment Group, LLC | 11,690 | $363.3K | 0.01% | +348+3.1% | Added |
| Brooks, Moore & Associates, Inc. | 11,351 | $352.8K | 0.20% | 00.0% | Unchanged |
| Equitable Trust Co | 11,285 | $350.7K | 0.02% | −3,415−23.2% | Reduced |
| Engineers Gate Manager LP | 11,264 | $350.1K | 0.01% | +11,264 | New |
| CWM Advisors, LLC | 11,066 | $343.9K | 0.04% | −1,805−14.0% | Reduced |
| Raymond James Financial Inc | 10,927 | $339.6K | 0.00% | −7,789−41.6% | Reduced |
| Verition Fund Management LLC | 10,210 | $317.3K | 0.00% | +10,210 | New |
| Prudential Financial Inc | 10,025 | $311.6K | 0.00% | +10,025 | New |
| RFG Advisory, LLC | 10,022 | $311.5K | 0.01% | +22+0.2% | Added |
| Franklin Resources Inc | 9,900 | $307.7K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 9,543 | $296.6K | 0.00% | +212+2.3% | Added |
| Deutsche Bank AG | 9,542 | $296.6K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 9,481 | $294.7K | 0.00% | +390+4.3% | Added |
| MetLife Investment Management | 9,333 | $290.1K | 0.00% | −211−2.2% | Reduced |
| UBS Group AG | 9,239 | $287.1K | 0.00% | −1,248−11.9% | Reduced |
| Intech Investment Management LLC | 9,045 | $281.1K | 0.00% | +9,045 | New |
| HRT Financial LP | 8,801 | $273.0K | 0.00% | +8,801 | New |
| Gsa Capital Partners LLP | 8,174 | $254.0K | 0.02% | +8,174 | New |
| SG Americas Securities, LLC | 8,096 | $252.0K | 0.00% | +804+11.0% | Added |
| CAP Partners, LLC | 7,910 | $245.8K | 0.18% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 7,790 | $242.1K | 0.00% | −115−1.5% | Reduced |
| Cubist Systematic Strategies, LLC | 7,785 | $241.9K | 0.00% | −5,730−42.4% | Reduced |
| BNP Paribas Arbitrage, SA | 7,731 | $240.3K | 0.00% | +5,863+313.9% | Added |
| Aptus Capital Advisors, LLC | 7,527 | $233.9K | 0.00% | +21+0.3% | Added |
| Price T Rowe Associates Inc | 6,926 | $216.0K | 0.00% | +6,926 | New |
| Wealth Preservation Advisors, LLC | 6,945 | $215.9K | 0.15% | +6,945 | New |