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 |
|---|---|---|---|---|---|
| LBMC Investment Advisors, LLC | 43,865 | $1.36M | 0.11% | −433−1.0% | Reduced |
| Charles Schwab Investment Management Inc | 44,446 | $1.38M | 0.00% | −20.0% | Reduced |
| Regions Financial Corp | 46,139 | $1.43M | 0.01% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 49,486 | $1.54M | 0.00% | +18,548+60.0% | Added |
| Panagora Asset Management Inc | 50,942 | $1.58M | 0.01% | +17,379+51.8% | Added |
| AQR Capital Management LLC | 51,972 | $1.62M | 0.00% | +31,255+150.9% | Added |
| Stifel Financial Corp | 55,343 | $1.72M | 0.00% | 00.0% | Unchanged |
| Martingale Asset Management L P | 57,438 | $1.79M | 0.05% | +4,200+7.9% | Added |
| Empowered Funds, LLC | 65,709 | $2.04M | 0.03% | −4,968−7.0% | Reduced |
| Boothbay Fund Management, LLC | 68,421 | $2.13M | 0.08% | −19,785−22.4% | Reduced |
| Millennium Management LLC | 69,405 | $2.16M | 0.00% | +9,150+15.2% | Added |
| Nuveen, LLC | 70,650 | $2.20M | 0.00% | +70,650 | New |
| Bank of New York Mellon Corp | 75,474 | $2.35M | 0.00% | −2,271−2.9% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 87,634 | $2.72M | 0.01% | +27,586+45.9% | Added |
| JPMorgan Chase & Co | 90,062 | $2.80M | 0.00% | +14,535+19.2% | Added |
| Russell Investments Group, Ltd. | 99,641 | $3.10M | 0.00% | −30,553−23.5% | Reduced |
| Goldman Sachs Group Inc | 104,914 | $3.26M | 0.00% | −12,417−10.6% | Reduced |
| Elizabeth Park Capital Advisors, Ltd. | 113,446 | $3.53M | 3.20% | −14,203−11.1% | Reduced |
| Bridgeway Capital Management, LLC | 122,209 | $3.80M | 0.10% | −4,968−3.9% | Reduced |
| Hillsdale Investment Management Inc. | 124,029 | $3.85M | 0.20% | +4,000+3.3% | Added |
| Northern Trust Corp | 127,663 | $3.97M | 0.00% | −918−0.7% | Reduced |
| Deprince Race & Zollo Inc | 138,328 | $4.30M | 0.09% | −46,809−25.3% | Reduced |
| Stieven Capital Advisors, L.P. | 147,634 | $4.59M | 0.89% | −2,600−1.7% | Reduced |
| Morgan Stanley | 149,371 | $4.64M | 0.00% | +859+0.6% | Added |
| Acadian Asset Management LLC | 156,591 | $4.87M | 0.01% | +9,122+6.2% | Added |
| Renaissance Technologies LLC | 159,274 | $4.95M | 0.01% | +20,000+14.4% | Added |
| Foundry Partners, LLC | 183,160 | $5.69M | 0.30% | −1,100−0.6% | Reduced |
| Alliancebernstein L.P. | 191,331 | $5.95M | 0.00% | −16,862−8.1% | Reduced |
| Salzhauer Michael | 239,139 | $7.43M | 4.54% | +350+0.1% | Added |
| American Century Companies Inc | 276,458 | $8.59M | 0.01% | +1,511+0.5% | Added |
| Banc Funds Co LLC | 294,911 | $9.17M | 1.21% | −67,522−18.6% | Reduced |
| Geode Capital Management, LLC | 340,306 | $10.6M | 0.00% | +6,888+2.1% | Added |
| State Street Corp | 341,514 | $10.6M | 0.00% | −3,137−0.9% | Reduced |
| Wellington Management Group LLP | 420,975 | $13.1M | 0.00% | −16,818−3.8% | Reduced |
| Cravens & Co Advisors, LLC | 439,689 | $13.7M | 10.62% | −8,668−1.9% | Reduced |
| Private Capital Management, LLC | 517,891 | $16.1M | 1.80% | −4,785−0.9% | Reduced |
| Dimensional Fund Advisors LP | 786,505 | $24.4M | 0.01% | +28,436+3.8% | Added |
| Vanguard Group Inc | 794,867 | $24.7M | 0.00% | −23,205−2.8% | Reduced |
| BlackRock, Inc. | 1,419,692 | $44.1M | 0.00% | −14,592−1.0% | Reduced |
| EAM Investors, LLC | 0 | $0 | 0.00% | −18,694−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −9,543−100.0% | Sold out |
| Virtus Investment Advisers, Inc. | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −192−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −178−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −155−100.0% | Sold out |
| US Bancorp | 0 | $0 | 0.00% | −57−100.0% | Sold out |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |