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 |
|---|---|---|---|---|---|
| RFG Advisory, LLC | 6,912 | $233.5K | 0.01% | −3,110−31.0% | Reduced |
| BNP Paribas Arbitrage, SA | 6,795 | $229.5K | 0.00% | −936−12.1% | Reduced |
| Welch Group, LLC | 6,499 | $219.5K | 0.01% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 6,261 | $211.5K | 0.05% | +6,261 | New |
| Ridgepath Capital Management LLC | 6,250 | $211.1K | 0.10% | −276−4.2% | Reduced |
| Occudo Quantitative Strategies LP | 6,140 | $207.4K | 0.02% | +6,140 | New |
| Voya Investment Management LLC | 6,001 | $202.7K | 0.00% | +6,001 | New |
| Citigroup Inc | 5,935 | $200.5K | 0.00% | −6,032−50.4% | Reduced |
| Manufacturers Life Insurance Company, The | 5,926 | $200.2K | 0.00% | +5,926 | New |
| Harbor Capital Advisors, Inc. | 5,432 | $183.0K | 0.01% | +428+8.6% | Added |
| HHM Wealth Advisors, LLC | 5,082 | $171.7K | 0.02% | +266+5.5% | Added |
| Aquatic Capital Management LLC | 4,721 | $159.5K | 0.00% | +1,701+56.3% | Added |
| SG Americas Securities, LLC | 4,623 | $156.0K | 0.00% | −3,473−42.9% | Reduced |
| Virtus ETF Advisers LLC | 4,163 | $140.6K | 0.09% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 3,790 | $128.0K | 0.00% | +3,790 | New |
| Police & Firemen's Retirement System of New Jersey | 3,578 | $120.9K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 3,534 | $119.4K | 0.00% | −3,000−45.9% | Reduced |
| CWM, LLC | 2,475 | $84.0K | 0.00% | −14−0.6% | Reduced |
| The PNC Financial Services Group, Inc. | 2,243 | $75.8K | 0.00% | +438+24.3% | Added |
| Northwestern Mutual Wealth Management Co | 1,945 | $65.7K | 0.00% | −4−0.2% | Reduced |
| Tower Research Capital LLC (TRC) | 1,895 | $64.0K | 0.00% | +1,202+173.4% | Added |
| Ameritas Investment Partners, Inc. | 1,564 | $52.8K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,499 | $50.6K | 0.00% | +472+46.0% | Added |
| Proffitt & Goodson Inc | 1,429 | $48.3K | 0.01% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,396 | $47.2K | 0.00% | −81−5.5% | Reduced |
| Nisa Investment Advisors, LLC | 1,207 | $40.8K | 0.00% | +7+0.6% | Added |
| FMR LLC | 1,168 | $39.5K | 0.00% | +24+2.1% | Added |
| Public Employees Retirement System of Ohio | 995 | $33.6K | 0.00% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 935 | $31.6K | 0.01% | +529+130.3% | Added |
| California State Teachers Retirement System | 907 | $30.6K | 0.00% | −245−21.3% | Reduced |
| Versant Capital Management, Inc | 674 | $22.8K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 544 | $18.0K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 481 | $16.2K | 0.00% | +481 | New |
| Sterling Capital Management LLC | 331 | $11.2K | 0.00% | +57+20.8% | Added |
| Essential Partners LLC | 237 | $8.01K | 0.00% | +237 | New |
| Signaturefd, LLC | 164 | $5.54K | 0.00% | −22−11.8% | Reduced |
| GAMMA Investing LLC | 139 | $4.70K | 0.00% | +70+101.4% | Added |
| Federated Hermes, Inc. | 122 | $4.12K | 0.00% | +122 | New |
| Point72 (DIFC) Ltd | 104 | $3.51K | 0.00% | +104 | New |
| Massmutual Trust Co FSB | 95 | $3.21K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 83 | $2.80K | 0.00% | +67+418.8% | Added |
| Huntington National Bank | 67 | $2.26K | 0.00% | +41+157.7% | Added |
| Larson Financial Group LLC | 63 | $2.13K | 0.00% | +63 | New |
| MAI Capital Management | 38 | $1.28K | 0.00% | +38 | New |
| IFP Advisors, Inc | 23 | $1.25K | 0.00% | +22+2,200.0% | Added |
| Covestor Ltd | 29 | $1.00K | 0.00% | +29 | New |
| True Wealth Design, LLC | 25 | $845 | 0.00% | +25 | New |
| Advisor Group Holdings, Inc. | 15 | $507 | 0.00% | +15 | New |
| CIBC Private Wealth Group, LLC | 8 | $270 | 0.00% | +8 | New |
| US Bancorp | 7 | $236 | 0.00% | +7 | New |
| Rothschild Investment LLC | 5 | $169 | 0.00% | −5−50.0% | 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 |