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, Q2 2025
Institutional positions in Smartfinancial Inc. as of Jun 30, 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
- 151
- +14 vs. Q1 2025
- Shares held
- 9.86M
- +305.5K (+3.2%) vs. Q1 2025
- Total value
- $333.0M
- +$36.1M (+12.2%) vs. Q1 2025
- New holders
- 22
- 60 more added
- Sold out
- 8
- 45 more reduced
2 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Smartfinancial Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 1,297,940 | $43.8M | 0.00% | −121,752−8.6% | Reduced |
| Dimensional Fund Advisors LP | 820,799 | $27.7M | 0.01% | +34,294+4.4% | Added |
| Vanguard Group Inc | 820,605 | $27.7M | 0.00% | +25,738+3.2% | Added |
| Wellington Management Group LLP | 582,702 | $19.7M | 0.00% | +161,727+38.4% | Added |
| Private Capital Management, LLC | 537,446 | $18.2M | 1.84% | +19,555+3.8% | Added |
| State Street Corp | 344,541 | $11.6M | 0.00% | +3,027+0.9% | Added |
| Geode Capital Management, LLC | 337,494 | $11.4M | 0.00% | −2,812−0.8% | Reduced |
| Cravens & Co Advisors, LLC | 279,669 | $9.45M | 7.05% | −160,020−36.4% | Reduced |
| American Century Companies Inc | 260,188 | $8.79M | 0.00% | −16,270−5.9% | Reduced |
| Salzhauer Michael | 225,903 | $7.63M | 4.81% | −13,236−5.5% | Reduced |
| Renaissance Technologies LLC | 220,774 | $7.46M | 0.01% | +61,500+38.6% | Added |
| Banc Funds Co LLC | 200,587 | $6.78M | 1.02% | −94,324−32.0% | Reduced |
| Alliancebernstein L.P. | 183,911 | $6.21M | 0.00% | −7,420−3.9% | Reduced |
| CSM Advisors, LLC | 177,590 | $6.00M | 0.17% | +177,590 | New |
| Hillsdale Investment Management Inc. | 160,229 | $5.41M | 0.20% | +36,200+29.2% | Added |
| Acadian Asset Management LLC | 158,723 | $5.36M | 0.01% | +2,132+1.4% | Added |
| Stieven Capital Advisors, L.P. | 147,834 | $4.99M | 0.97% | +200+0.1% | Added |
| Northern Trust Corp | 141,425 | $4.78M | 0.00% | +13,762+10.8% | Added |
| Deprince Race & Zollo Inc | 129,284 | $4.37M | 0.09% | −9,044−6.5% | Reduced |
| Bridgeway Capital Management, LLC | 127,533 | $4.31M | 0.10% | +5,324+4.4% | Added |
| Morgan Stanley | 123,018 | $4.16M | 0.00% | −26,353−17.6% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 103,836 | $3.51M | 0.01% | +16,202+18.5% | Added |
| Russell Investments Group, Ltd. | 87,521 | $2.96M | 0.00% | −12,120−12.2% | Reduced |
| Elizabeth Park Capital Advisors, Ltd. | 80,866 | $2.73M | 2.45% | −32,580−28.7% | Reduced |
| Bank of New York Mellon Corp | 74,245 | $2.51M | 0.00% | −1,229−1.6% | Reduced |
| JPMorgan Chase & Co | 74,200 | $2.51M | 0.00% | −15,862−17.6% | Reduced |
| Goldman Sachs Group Inc | 73,795 | $2.49M | 0.00% | −31,119−29.7% | Reduced |
| Nuveen, LLC | 73,721 | $2.49M | 0.00% | +3,071+4.3% | Added |
| Boothbay Fund Management, LLC | 73,421 | $2.48M | 0.08% | +5,000+7.3% | Added |
| Empowered Funds, LLC | 71,033 | $2.40M | 0.03% | +5,324+8.1% | Added |
| Two Sigma Investments, LP | 69,516 | $2.35M | 0.00% | +20,030+40.5% | Added |
| Zacks Investment Management | 63,552 | $2.15M | 0.02% | +63,552 | New |
| Panagora Asset Management Inc | 62,783 | $2.12M | 0.01% | +11,841+23.2% | Added |
| Martingale Asset Management L P | 58,880 | $1.99M | 0.05% | +1,442+2.5% | Added |
| PMC FIG Opportunities LLC | 56,943 | $1.92M | 2.86% | +33,843+146.5% | Added |
| Stifel Financial Corp | 55,343 | $1.87M | 0.00% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 54,600 | $1.84M | 0.00% | +16,900+44.8% | Added |
| Citadel Advisors LLC | 50,733 | $1.71M | 0.00% | +11,335+28.8% | Added |
| Los Angeles Capital Management LLC | 47,633 | $1.61M | 0.01% | +26,855+129.2% | Added |
| AQR Capital Management LLC | 47,096 | $1.59M | 0.00% | −4,876−9.4% | Reduced |
| Arrowstreet Capital, Limited Partnership | 46,565 | $1.57M | 0.00% | +4,639+11.1% | Added |
| Regions Financial Corp | 46,314 | $1.56M | 0.01% | +175+0.4% | Added |
| North Reef Capital Management LP | 46,104 | $1.56M | 0.07% | +46,104 | New |
| LBMC Investment Advisors, LLC | 43,865 | $1.48M | 0.11% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 42,813 | $1.45M | 0.00% | −1,633−3.7% | Reduced |
| Millennium Management LLC | 39,864 | $1.35M | 0.00% | −29,541−42.6% | Reduced |
| Patriot Investment Management Inc. | 34,938 | $1.18M | 0.08% | 00.0% | Unchanged |
| Jane Street Group, LLC | 32,402 | $1.09M | 0.00% | −9,983−23.6% | Reduced |
| Victory Capital Management Inc | 31,100 | $1.05M | 0.00% | −2,350−7.0% | Reduced |
| Barclays PLC | 30,387 | $1.03M | 0.00% | +9,967+48.8% | Added |
| Captrust Financial Advisors | 30,058 | $1.02M | 0.00% | +18+0.1% | Added |
| SlateStone Wealth, LLC | 29,427 | $994.0K | 0.09% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 28,431 | $960.4K | 0.44% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 27,043 | $913.5K | 0.00% | +11,752+76.9% | Added |
| Brandywine Global Investment Management, LLC | 25,959 | $876.9K | 0.01% | −700−2.6% | Reduced |
| Kennedy Capital Management, Inc. | 23,711 | $801.0K | 0.02% | +6,440+37.3% | Added |
| HRT Financial LP | 23,113 | $780.0K | 0.00% | +14,312+162.6% | Added |
| Rhumbline Advisers | 22,172 | $749.0K | 0.00% | −845−3.7% | Reduced |
| Creative Planning | 21,905 | $740.0K | 0.00% | −6,836−23.8% | Reduced |
| Pinnacle Financial Partners Inc | 21,763 | $735.2K | 0.02% | 00.0% | Unchanged |
| Verition Fund Management LLC | 21,045 | $710.9K | 0.00% | +10,835+106.1% | Added |
| Invesco Ltd. | 20,978 | $708.6K | 0.00% | −4,108−16.4% | Reduced |
| Bailard, Inc. | 19,700 | $665.5K | 0.02% | +7,285+58.7% | Added |
| Rather & Kittrell, Inc. | 19,699 | $665.4K | 0.13% | −2,329−10.6% | Reduced |
| Persistent Asset Partners Ltd | 19,636 | $663.3K | 0.58% | +6,157+45.7% | Added |
| Susquehanna International Group, LLP | 19,437 | $656.6K | 0.00% | −1,473−7.0% | Reduced |
| LeConte Wealth Management, LLC | 19,375 | $654.5K | 0.44% | +30.0% | Added |
| Truist Financial Corp | 19,304 | $652.1K | 0.00% | +76+0.4% | Added |
| Trexquant Investment LP | 18,936 | $639.7K | 0.01% | −11,831−38.5% | Reduced |
| Geneos Wealth Management Inc. | 18,630 | $629.3K | 0.02% | +12,420+200.0% | Added |
| Squarepoint Ops LLC | 18,527 | $625.8K | 0.00% | −4,804−20.6% | Reduced |
| STRS Ohio | 17,200 | $581.0K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 17,050 | $575.9K | 0.00% | +5,075+42.4% | Added |
| Marshall Wace, LLP | 16,235 | $548.4K | 0.00% | +16,235 | New |
| Silver Oak Securities, Inc | 16,018 | $541.1K | 0.05% | 00.0% | Unchanged |
| UBS Group AG | 14,052 | $474.7K | 0.00% | +4,813+52.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 13,895 | $469.0K | 0.00% | +254+1.9% | Added |
| GWM Advisors LLC | 13,235 | $447.1K | 0.00% | +12,873+3,556.1% | Added |
| Equitable Trust Co | 12,790 | $432.0K | 0.02% | +1,505+13.3% | Added |
| Engineers Gate Manager LP | 11,849 | $400.3K | 0.00% | +585+5.2% | Added |
| Evergreen Advisors, LLC | 11,761 | $397.3K | 0.11% | +29+0.2% | Added |
| Royal Bank of Canada | 11,718 | $396.0K | 0.00% | −1,847−13.6% | Reduced |
| Stonegate Investment Group, LLC | 11,690 | $394.9K | 0.01% | 00.0% | Unchanged |
| Brooks, Moore & Associates, Inc. | 11,351 | $388.9K | 0.21% | 00.0% | Unchanged |
| CWM Advisors, LLC | 11,442 | $386.5K | 0.04% | +376+3.4% | Added |
| Raymond James Financial Inc | 10,131 | $342.2K | 0.00% | −796−7.3% | Reduced |
| Franklin Resources Inc | 9,900 | $334.4K | 0.00% | 00.0% | Unchanged |
| Prudential Financial Inc | 9,605 | $324.5K | 0.00% | −420−4.2% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 9,545 | $322.4K | 0.01% | +9,545 | New |
| Deutsche Bank AG | 9,542 | $322.3K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 9,333 | $315.3K | 0.00% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 9,088 | $307.0K | 0.00% | +1,303+16.7% | Added |
| Wells Fargo & Company | 9,019 | $304.7K | 0.00% | −524−5.5% | Reduced |
| Quest Partners LLC | 8,746 | $295.4K | 0.03% | +8,746 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 7,965 | $269.1K | 0.00% | −1,516−16.0% | Reduced |
| CAP Partners, LLC | 7,910 | $267.2K | 0.17% | 00.0% | Unchanged |
| Intech Investment Management LLC | 7,763 | $262.2K | 0.00% | −1,282−14.2% | Reduced |
| Aptus Capital Advisors, LLC | 7,545 | $254.9K | 0.00% | +18+0.2% | Added |
| Price T Rowe Associates Inc | 7,408 | $251.0K | 0.00% | +482+7.0% | Added |
| Wealth Preservation Advisors, LLC | 6,945 | $234.6K | 0.14% | 00.0% | Unchanged |