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 |
|---|---|---|---|---|---|
| New York State Common Retirement Fund | 6,534 | $203.1K | 0.00% | 00.0% | Unchanged |
| Ridgepath Capital Management LLC | 6,526 | $202.8K | 0.10% | 00.0% | Unchanged |
| Welch Group, LLC | 6,499 | $202.8K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 6,210 | $193.0K | 0.01% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 5,004 | $156.0K | 0.01% | +4,803+2,389.6% | Added |
| HHM Wealth Advisors, LLC | 4,816 | $149.7K | 0.02% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 4,163 | $129.4K | 0.08% | +4,163 | New |
| Police & Firemen's Retirement System of New Jersey | 3,578 | $111.2K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 3,020 | $93.9K | 0.00% | −333−9.9% | Reduced |
| CWM, LLC | 2,489 | $77.0K | 0.00% | +1,839+282.9% | Added |
| Northwestern Mutual Wealth Management Co | 1,949 | $60.6K | 0.00% | +1,949 | New |
| The PNC Financial Services Group, Inc. | 1,805 | $56.1K | 0.00% | −396−18.0% | Reduced |
| Ameritas Investment Partners, Inc. | 1,564 | $48.6K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,477 | $45.9K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 1,429 | $44.4K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,200 | $37.3K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 1,152 | $35.8K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1,144 | $35.6K | 0.00% | +38+3.4% | Added |
| EverSource Wealth Advisors, LLC | 1,027 | $31.9K | 0.00% | +23+2.3% | Added |
| Public Employees Retirement System of Ohio | 995 | $30.9K | 0.00% | −150−13.1% | Reduced |
| Tower Research Capital LLC (TRC) | 693 | $21.5K | 0.00% | −845−54.9% | Reduced |
| Versant Capital Management, Inc | 674 | $20.9K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 544 | $17.0K | 0.00% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 406 | $12.6K | 0.00% | −75−15.6% | Reduced |
| Quadrant Capital Group LLC | 369 | $11.5K | 0.00% | +60+19.4% | Added |
| GWM Advisors LLC | 362 | $11.3K | 0.00% | +362 | New |
| Sterling Capital Management LLC | 274 | $8.52K | 0.00% | −236−46.3% | Reduced |
| Signaturefd, LLC | 186 | $5.78K | 0.00% | +1+0.5% | Added |
| Smartleaf Asset Management LLC | 182 | $5.68K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 141 | $4.38K | 0.00% | −6−4.1% | Reduced |
| Massmutual Trust Co FSB | 95 | $2.95K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 69 | $2.15K | 0.00% | +58+527.3% | Added |
| Coldstream Capital Management Inc | 62 | $1.93K | 0.00% | +62 | New |
| Huntington National Bank | 26 | $808 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 16 | $484 | 0.00% | −113−87.6% | Reduced |
| Parkside Financial Bank & Trust | 15 | $467 | 0.00% | +15 | New |
| Rothschild Investment LLC | 10 | $311 | 0.00% | +5+100.0% | Added |
| Stephens Consulting, LLC | 10 | $311 | 0.00% | +10 | New |
| IFP Advisors, Inc | 1 | $31 | 0.00% | 00.0% | Unchanged |
| 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 |