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 |
|---|---|---|---|---|---|
| Rothschild Investment LLC | 5 | $169 | 0.00% | −5−50.0% | Reduced |
| US Bancorp | 7 | $236 | 0.00% | +7 | New |
| CIBC Private Wealth Group, LLC | 8 | $270 | 0.00% | +8 | New |
| Advisor Group Holdings, Inc. | 15 | $507 | 0.00% | +15 | New |
| True Wealth Design, LLC | 25 | $845 | 0.00% | +25 | New |
| Covestor Ltd | 29 | $1.00K | 0.00% | +29 | New |
| IFP Advisors, Inc | 23 | $1.25K | 0.00% | +22+2,200.0% | Added |
| MAI Capital Management | 38 | $1.28K | 0.00% | +38 | New |
| Larson Financial Group LLC | 63 | $2.13K | 0.00% | +63 | New |
| Huntington National Bank | 67 | $2.26K | 0.00% | +41+157.7% | Added |
| Allworth Financial LP | 83 | $2.80K | 0.00% | +67+418.8% | Added |
| Massmutual Trust Co FSB | 95 | $3.21K | 0.00% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 104 | $3.51K | 0.00% | +104 | New |
| Federated Hermes, Inc. | 122 | $4.12K | 0.00% | +122 | New |
| GAMMA Investing LLC | 139 | $4.70K | 0.00% | +70+101.4% | Added |
| Signaturefd, LLC | 164 | $5.54K | 0.00% | −22−11.8% | Reduced |
| Essential Partners LLC | 237 | $8.01K | 0.00% | +237 | New |
| Sterling Capital Management LLC | 331 | $11.2K | 0.00% | +57+20.8% | Added |
| Cullen/Frost Bankers, Inc. | 481 | $16.2K | 0.00% | +481 | New |
| Amalgamated Bank | 544 | $18.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 674 | $22.8K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 907 | $30.6K | 0.00% | −245−21.3% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 935 | $31.6K | 0.01% | +529+130.3% | Added |
| Public Employees Retirement System of Ohio | 995 | $33.6K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1,168 | $39.5K | 0.00% | +24+2.1% | Added |
| Nisa Investment Advisors, LLC | 1,207 | $40.8K | 0.00% | +7+0.6% | Added |
| Legal & General Group Plc | 1,396 | $47.2K | 0.00% | −81−5.5% | Reduced |
| Proffitt & Goodson Inc | 1,429 | $48.3K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,499 | $50.6K | 0.00% | +472+46.0% | Added |
| Ameritas Investment Partners, Inc. | 1,564 | $52.8K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,895 | $64.0K | 0.00% | +1,202+173.4% | Added |
| Northwestern Mutual Wealth Management Co | 1,945 | $65.7K | 0.00% | −4−0.2% | Reduced |
| The PNC Financial Services Group, Inc. | 2,243 | $75.8K | 0.00% | +438+24.3% | Added |
| CWM, LLC | 2,475 | $84.0K | 0.00% | −14−0.6% | Reduced |
| New York State Common Retirement Fund | 3,534 | $119.4K | 0.00% | −3,000−45.9% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 3,578 | $120.9K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 3,790 | $128.0K | 0.00% | +3,790 | New |
| Virtus ETF Advisers LLC | 4,163 | $140.6K | 0.09% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 4,623 | $156.0K | 0.00% | −3,473−42.9% | Reduced |
| Aquatic Capital Management LLC | 4,721 | $159.5K | 0.00% | +1,701+56.3% | Added |
| HHM Wealth Advisors, LLC | 5,082 | $171.7K | 0.02% | +266+5.5% | Added |
| Harbor Capital Advisors, Inc. | 5,432 | $183.0K | 0.01% | +428+8.6% | Added |
| Manufacturers Life Insurance Company, The | 5,926 | $200.2K | 0.00% | +5,926 | New |
| Citigroup Inc | 5,935 | $200.5K | 0.00% | −6,032−50.4% | Reduced |
| Voya Investment Management LLC | 6,001 | $202.7K | 0.00% | +6,001 | New |
| Occudo Quantitative Strategies LP | 6,140 | $207.4K | 0.02% | +6,140 | New |
| Ridgepath Capital Management LLC | 6,250 | $211.1K | 0.10% | −276−4.2% | Reduced |
| Tennessee Valley Asset Management Partners | 6,261 | $211.5K | 0.05% | +6,261 | New |
| Welch Group, LLC | 6,499 | $219.5K | 0.01% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 6,795 | $229.5K | 0.00% | −936−12.1% | Reduced |
| RFG Advisory, LLC | 6,912 | $233.5K | 0.01% | −3,110−31.0% | Reduced |
| Wealth Preservation Advisors, LLC | 6,945 | $234.6K | 0.14% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 7,408 | $251.0K | 0.00% | +482+7.0% | Added |
| Aptus Capital Advisors, LLC | 7,545 | $254.9K | 0.00% | +18+0.2% | Added |
| Intech Investment Management LLC | 7,763 | $262.2K | 0.00% | −1,282−14.2% | Reduced |
| CAP Partners, LLC | 7,910 | $267.2K | 0.17% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 7,965 | $269.1K | 0.00% | −1,516−16.0% | Reduced |
| Quest Partners LLC | 8,746 | $295.4K | 0.03% | +8,746 | New |
| Wells Fargo & Company | 9,019 | $304.7K | 0.00% | −524−5.5% | Reduced |
| Cubist Systematic Strategies, LLC | 9,088 | $307.0K | 0.00% | +1,303+16.7% | Added |
| MetLife Investment Management | 9,333 | $315.3K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 9,542 | $322.3K | 0.00% | 00.0% | Unchanged |
| Susquehanna Portfolio Strategies, LLC | 9,545 | $322.4K | 0.01% | +9,545 | New |
| Prudential Financial Inc | 9,605 | $324.5K | 0.00% | −420−4.2% | Reduced |
| Franklin Resources Inc | 9,900 | $334.4K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Inc | 10,131 | $342.2K | 0.00% | −796−7.3% | Reduced |
| CWM Advisors, LLC | 11,442 | $386.5K | 0.04% | +376+3.4% | Added |
| Brooks, Moore & Associates, Inc. | 11,351 | $388.9K | 0.21% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 11,690 | $394.9K | 0.01% | 00.0% | Unchanged |
| Royal Bank of Canada | 11,718 | $396.0K | 0.00% | −1,847−13.6% | Reduced |
| Evergreen Advisors, LLC | 11,761 | $397.3K | 0.11% | +29+0.2% | Added |
| Engineers Gate Manager LP | 11,849 | $400.3K | 0.00% | +585+5.2% | Added |
| Equitable Trust Co | 12,790 | $432.0K | 0.02% | +1,505+13.3% | Added |
| GWM Advisors LLC | 13,235 | $447.1K | 0.00% | +12,873+3,556.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 13,895 | $469.0K | 0.00% | +254+1.9% | Added |
| UBS Group AG | 14,052 | $474.7K | 0.00% | +4,813+52.1% | Added |
| Silver Oak Securities, Inc | 16,018 | $541.1K | 0.05% | 00.0% | Unchanged |
| Marshall Wace, LLP | 16,235 | $548.4K | 0.00% | +16,235 | New |
| Bank of America Corp | 17,050 | $575.9K | 0.00% | +5,075+42.4% | Added |
| STRS Ohio | 17,200 | $581.0K | 0.00% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 18,527 | $625.8K | 0.00% | −4,804−20.6% | Reduced |
| Geneos Wealth Management Inc. | 18,630 | $629.3K | 0.02% | +12,420+200.0% | Added |
| Trexquant Investment LP | 18,936 | $639.7K | 0.01% | −11,831−38.5% | Reduced |
| Truist Financial Corp | 19,304 | $652.1K | 0.00% | +76+0.4% | Added |
| LeConte Wealth Management, LLC | 19,375 | $654.5K | 0.44% | +30.0% | Added |
| Susquehanna International Group, LLP | 19,437 | $656.6K | 0.00% | −1,473−7.0% | Reduced |
| Persistent Asset Partners Ltd | 19,636 | $663.3K | 0.58% | +6,157+45.7% | Added |
| Rather & Kittrell, Inc. | 19,699 | $665.4K | 0.13% | −2,329−10.6% | Reduced |
| Bailard, Inc. | 19,700 | $665.5K | 0.02% | +7,285+58.7% | Added |
| Invesco Ltd. | 20,978 | $708.6K | 0.00% | −4,108−16.4% | Reduced |
| Verition Fund Management LLC | 21,045 | $710.9K | 0.00% | +10,835+106.1% | Added |
| Pinnacle Financial Partners Inc | 21,763 | $735.2K | 0.02% | 00.0% | Unchanged |
| Creative Planning | 21,905 | $740.0K | 0.00% | −6,836−23.8% | Reduced |
| Rhumbline Advisers | 22,172 | $749.0K | 0.00% | −845−3.7% | Reduced |
| HRT Financial LP | 23,113 | $780.0K | 0.00% | +14,312+162.6% | Added |
| Kennedy Capital Management, Inc. | 23,711 | $801.0K | 0.02% | +6,440+37.3% | Added |
| Brandywine Global Investment Management, LLC | 25,959 | $876.9K | 0.01% | −700−2.6% | Reduced |
| Qube Research & Technologies Ltd | 27,043 | $913.5K | 0.00% | +11,752+76.9% | Added |
| Caldwell Sutter Capital, Inc. | 28,431 | $960.4K | 0.44% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 29,427 | $994.0K | 0.09% | 00.0% | Unchanged |