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 |
|---|---|---|---|---|---|
| Captrust Financial Advisors | 30,058 | $1.02M | 0.00% | +18+0.1% | Added |
| Barclays PLC | 30,387 | $1.03M | 0.00% | +9,967+48.8% | Added |
| Victory Capital Management Inc | 31,100 | $1.05M | 0.00% | −2,350−7.0% | Reduced |
| Jane Street Group, LLC | 32,402 | $1.09M | 0.00% | −9,983−23.6% | Reduced |
| Patriot Investment Management Inc. | 34,938 | $1.18M | 0.08% | 00.0% | Unchanged |
| Millennium Management LLC | 39,864 | $1.35M | 0.00% | −29,541−42.6% | Reduced |
| Charles Schwab Investment Management Inc | 42,813 | $1.45M | 0.00% | −1,633−3.7% | Reduced |
| LBMC Investment Advisors, LLC | 43,865 | $1.48M | 0.11% | 00.0% | Unchanged |
| North Reef Capital Management LP | 46,104 | $1.56M | 0.07% | +46,104 | New |
| Regions Financial Corp | 46,314 | $1.56M | 0.01% | +175+0.4% | Added |
| Arrowstreet Capital, Limited Partnership | 46,565 | $1.57M | 0.00% | +4,639+11.1% | Added |
| AQR Capital Management LLC | 47,096 | $1.59M | 0.00% | −4,876−9.4% | Reduced |
| Los Angeles Capital Management LLC | 47,633 | $1.61M | 0.01% | +26,855+129.2% | Added |
| Citadel Advisors LLC | 50,733 | $1.71M | 0.00% | +11,335+28.8% | Added |
| Two Sigma Advisers, LP | 54,600 | $1.84M | 0.00% | +16,900+44.8% | Added |
| Stifel Financial Corp | 55,343 | $1.87M | 0.00% | 00.0% | Unchanged |
| PMC FIG Opportunities LLC | 56,943 | $1.92M | 2.86% | +33,843+146.5% | Added |
| Martingale Asset Management L P | 58,880 | $1.99M | 0.05% | +1,442+2.5% | Added |
| Panagora Asset Management Inc | 62,783 | $2.12M | 0.01% | +11,841+23.2% | Added |
| Zacks Investment Management | 63,552 | $2.15M | 0.02% | +63,552 | New |
| Two Sigma Investments, LP | 69,516 | $2.35M | 0.00% | +20,030+40.5% | Added |
| Empowered Funds, LLC | 71,033 | $2.40M | 0.03% | +5,324+8.1% | Added |
| Boothbay Fund Management, LLC | 73,421 | $2.48M | 0.08% | +5,000+7.3% | Added |
| Nuveen, LLC | 73,721 | $2.49M | 0.00% | +3,071+4.3% | Added |
| Goldman Sachs Group Inc | 73,795 | $2.49M | 0.00% | −31,119−29.7% | Reduced |
| JPMorgan Chase & Co | 74,200 | $2.51M | 0.00% | −15,862−17.6% | Reduced |
| Bank of New York Mellon Corp | 74,245 | $2.51M | 0.00% | −1,229−1.6% | Reduced |
| Elizabeth Park Capital Advisors, Ltd. | 80,866 | $2.73M | 2.45% | −32,580−28.7% | Reduced |
| Russell Investments Group, Ltd. | 87,521 | $2.96M | 0.00% | −12,120−12.2% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 103,836 | $3.51M | 0.01% | +16,202+18.5% | Added |
| Morgan Stanley | 123,018 | $4.16M | 0.00% | −26,353−17.6% | Reduced |
| Bridgeway Capital Management, LLC | 127,533 | $4.31M | 0.10% | +5,324+4.4% | Added |
| Deprince Race & Zollo Inc | 129,284 | $4.37M | 0.09% | −9,044−6.5% | Reduced |
| Northern Trust Corp | 141,425 | $4.78M | 0.00% | +13,762+10.8% | Added |
| Stieven Capital Advisors, L.P. | 147,834 | $4.99M | 0.97% | +200+0.1% | Added |
| Acadian Asset Management LLC | 158,723 | $5.36M | 0.01% | +2,132+1.4% | Added |
| Hillsdale Investment Management Inc. | 160,229 | $5.41M | 0.20% | +36,200+29.2% | Added |
| CSM Advisors, LLC | 177,590 | $6.00M | 0.17% | +177,590 | New |
| Alliancebernstein L.P. | 183,911 | $6.21M | 0.00% | −7,420−3.9% | Reduced |
| Banc Funds Co LLC | 200,587 | $6.78M | 1.02% | −94,324−32.0% | Reduced |
| Renaissance Technologies LLC | 220,774 | $7.46M | 0.01% | +61,500+38.6% | Added |
| Salzhauer Michael | 225,903 | $7.63M | 4.81% | −13,236−5.5% | Reduced |
| American Century Companies Inc | 260,188 | $8.79M | 0.00% | −16,270−5.9% | Reduced |
| Cravens & Co Advisors, LLC | 279,669 | $9.45M | 7.05% | −160,020−36.4% | Reduced |
| Geode Capital Management, LLC | 337,494 | $11.4M | 0.00% | −2,812−0.8% | Reduced |
| State Street Corp | 344,541 | $11.6M | 0.00% | +3,027+0.9% | Added |
| Private Capital Management, LLC | 537,446 | $18.2M | 1.84% | +19,555+3.8% | Added |
| Wellington Management Group LLP | 582,702 | $19.7M | 0.00% | +161,727+38.4% | Added |
| Vanguard Group Inc | 820,605 | $27.7M | 0.00% | +25,738+3.2% | Added |
| Dimensional Fund Advisors LP | 820,799 | $27.7M | 0.01% | +34,294+4.4% | Added |
| BlackRock, Inc. | 1,297,940 | $43.8M | 0.00% | −121,752−8.6% | Reduced |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −11,873−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −8,174−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −7,790−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −369−100.0% | Sold out |
| Smartleaf Asset Management LLC | 0 | $0 | 0.00% | −182−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −62−100.0% | Sold out |
| Parkside Financial Bank & Trust | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Stephens Consulting, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Foundry Partners, LLC | – | – | – | – | Not filed |
| Lindbrook Capital, LLC | – | – | – | – | Not filed |