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, Q3 2025
Institutional positions in Smartfinancial Inc. as of Sep 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
- 160
- +10 vs. Q2 2025
- Shares held
- 9.99M
- +144.7K (+1.5%) vs. Q2 2025
- Total value
- $351.1M
- +$18.6M (+5.6%) vs. Q2 2025
- New holders
- 21
- 49 more added
- Sold out
- 11
- 56 more reduced
1 institution that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Smartfinancial Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 1,260,982 | $45.1M | 0.00% | −36,958−2.8% | Reduced |
| Vanguard Group Inc | 846,978 | $30.3M | 0.00% | +26,373+3.2% | Added |
| Dimensional Fund Advisors LP | 836,529 | $29.9M | 0.01% | +15,730+1.9% | Added |
| Wellington Management Group LLP | 647,512 | $23.1M | 0.00% | +64,810+11.1% | Added |
| Private Capital Management, LLC | 533,816 | $19.1M | 1.76% | −3,630−0.7% | Reduced |
| State Street Corp | 344,359 | $12.3M | 0.00% | −182−0.1% | Reduced |
| Geode Capital Management, LLC | 339,978 | $12.2M | 0.00% | +2,484+0.7% | Added |
| American Century Companies Inc | 290,274 | $10.4M | 0.01% | +30,086+11.6% | Added |
| Acadian Asset Management LLC | 221,906 | $7.93M | 0.01% | +63,183+39.8% | Added |
| Cravens & Co Advisors, LLC | 220,430 | $7.88M | 5.38% | −59,239−21.2% | Reduced |
| Banc Funds Co LLC | 200,587 | $7.17M | 1.25% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 172,874 | $6.18M | 0.01% | −47,900−21.7% | Reduced |
| CSM Advisors, LLC | 171,980 | $6.14M | 0.17% | −5,610−3.2% | Reduced |
| Alliancebernstein L.P. | 168,434 | $6.02M | 0.00% | −15,477−8.4% | Reduced |
| Stieven Capital Advisors, L.P. | 148,034 | $5.29M | 1.00% | +200+0.1% | Added |
| Northern Trust Corp | 143,328 | $5.12M | 0.00% | +1,903+1.3% | Added |
| Bridgeway Capital Management, LLC | 135,113 | $4.83M | 0.10% | +7,580+5.9% | Added |
| Charles Schwab Investment Management Inc | 120,160 | $4.29M | 0.00% | +77,347+180.7% | Added |
| Morgan Stanley | 116,288 | $4.15M | 0.00% | −6,730−5.5% | Reduced |
| Deprince Race & Zollo Inc | 115,700 | $4.13M | 0.08% | −13,584−10.5% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 112,938 | $4.04M | 0.01% | +9,102+8.8% | Added |
| Goldman Sachs Group Inc | 104,680 | $3.74M | 0.00% | +30,885+41.9% | Added |
| Hillsdale Investment Management Inc. | 102,681 | $3.67M | 0.11% | −57,548−35.9% | Reduced |
| Nuveen, LLC | 99,316 | $3.55M | 0.00% | +25,595+34.7% | Added |
| Russell Investments Group, Ltd. | 94,461 | $3.38M | 0.00% | +6,940+7.9% | Added |
| North Reef Capital Management LP | 84,570 | $3.02M | 0.14% | +38,466+83.4% | Added |
| Elizabeth Park Capital Advisors, Ltd. | 80,866 | $2.89M | 2.34% | 00.0% | Unchanged |
| Empowered Funds, LLC | 78,613 | $2.81M | 0.03% | +7,580+10.7% | Added |
| Zacks Investment Management | 76,990 | $2.75M | 0.02% | +13,438+21.1% | Added |
| Summit Wealth Group LLC | 27,899 | $2.68M | 0.37% | +27,899 | New |
| Bank of New York Mellon Corp | 74,160 | $2.65M | 0.00% | −85−0.1% | Reduced |
| Two Sigma Investments, LP | 69,261 | $2.47M | 0.00% | −255−0.4% | Reduced |
| JPMorgan Chase & Co | 65,927 | $2.36M | 0.00% | −8,273−11.1% | Reduced |
| Qube Research & Technologies Ltd | 63,519 | $2.27M | 0.00% | +36,476+134.9% | Added |
| Panagora Asset Management Inc | 63,484 | $2.27M | 0.01% | +701+1.1% | Added |
| Stifel Financial Corp | 55,343 | $1.98M | 0.00% | 00.0% | Unchanged |
| Martingale Asset Management L P | 54,488 | $1.95M | 0.05% | −4,392−7.5% | Reduced |
| Two Sigma Advisers, LP | 51,600 | $1.84M | 0.00% | −3,000−5.5% | Reduced |
| AQR Capital Management LLC | 48,666 | $1.74M | 0.00% | +1,570+3.3% | Added |
| Arrowstreet Capital, Limited Partnership | 46,565 | $1.66M | 0.00% | 00.0% | Unchanged |
| Regions Financial Corp | 46,139 | $1.65M | 0.01% | −175−0.4% | Reduced |
| First Trust Advisors LP | 45,167 | $1.61M | 0.00% | +45,167 | New |
| Boothbay Fund Management, LLC | 44,391 | $1.59M | 0.04% | −29,030−39.5% | Reduced |
| LBMC Investment Advisors, LLC | 43,865 | $1.57M | 0.10% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 43,020 | $1.54M | 0.01% | −4,613−9.7% | Reduced |
| Millennium Management LLC | 38,363 | $1.37M | 0.00% | −1,501−3.8% | Reduced |
| Patriot Investment Management Inc. | 34,938 | $1.25M | 0.08% | 00.0% | Unchanged |
| First Eagle Investment Management, LLC | 32,000 | $1.14M | 0.00% | +32,000 | New |
| SlateStone Wealth, LLC | 29,302 | $1.05M | 0.09% | −125−0.4% | Reduced |
| Barclays PLC | 29,026 | $1.04M | 0.00% | −1,361−4.5% | Reduced |
| Captrust Financial Advisors | 28,715 | $1.03M | 0.00% | −1,343−4.5% | Reduced |
| Caldwell Sutter Capital, Inc. | 28,431 | $1.02M | 0.43% | 00.0% | Unchanged |
| Victory Capital Management Inc | 28,000 | $1.00M | 0.00% | −3,100−10.0% | Reduced |
| Invesco Ltd. | 26,301 | $939.7K | 0.00% | +5,323+25.4% | Added |
| Brandywine Global Investment Management, LLC | 25,359 | $906.1K | 0.01% | −600−2.3% | Reduced |
| Jane Street Group, LLC | 24,342 | $869.7K | 0.00% | −8,060−24.9% | Reduced |
| Creative Planning | 23,825 | $851.3K | 0.00% | +1,920+8.8% | Added |
| Kennedy Capital Management, Inc. | 23,711 | $847.2K | 0.02% | 00.0% | Unchanged |
| PMC FIG Opportunities LLC | 23,124 | $826.2K | 1.26% | −33,819−59.4% | Reduced |
| D. E. Shaw & Co., Inc. | 22,657 | $809.5K | 0.00% | +22,657 | New |
| Pinnacle Financial Partners Inc | 21,763 | $777.6K | 0.02% | 00.0% | Unchanged |
| Rhumbline Advisers | 21,459 | $766.7K | 0.00% | −713−3.2% | Reduced |
| Bailard, Inc. | 20,515 | $733.0K | 0.02% | +815+4.1% | Added |
| Tudor Investment Corp Et Al | 20,267 | $724.1K | 0.00% | +20,267 | New |
| Rather & Kittrell, Inc. | 19,699 | $703.8K | 0.12% | 00.0% | Unchanged |
| LeConte Wealth Management, LLC | 19,475 | $695.8K | 0.46% | +100+0.5% | Added |
| Truist Financial Corp | 19,341 | $691.0K | 0.00% | +37+0.2% | Added |
| Salzhauer Michael | 225,903 | $608.4K | 0.36% | 00.0% | Unchanged |
| R Squared Ltd | 16,831 | $601.4K | 0.26% | +16,831 | New |
| STRS Ohio | 16,600 | $593.1K | 0.00% | −600−3.5% | Reduced |
| Trexquant Investment LP | 16,441 | $587.4K | 0.01% | −2,495−13.2% | Reduced |
| Silver Oak Securities, Inc | 16,018 | $572.3K | 0.04% | 00.0% | Unchanged |
| Bank of America Corp | 15,142 | $541.0K | 0.00% | −1,908−11.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 14,193 | $507.0K | 0.00% | +298+2.1% | Added |
| Geneos Wealth Management Inc. | 13,098 | $468.0K | 0.01% | −5,532−29.7% | Reduced |
| UBS Group AG | 13,043 | $466.0K | 0.00% | −1,009−7.2% | Reduced |
| GWM Advisors LLC | 12,817 | $458.0K | 0.00% | −418−3.2% | Reduced |
| CWM Advisors, LLC | 12,704 | $453.9K | 0.04% | +1,262+11.0% | Added |
| Equitable Trust Co | 12,345 | $441.1K | 0.02% | −445−3.5% | Reduced |
| HRT Financial LP | 12,007 | $429.0K | 0.00% | −11,106−48.1% | Reduced |
| Stonegate Investment Group, LLC | 11,690 | $417.7K | 0.01% | 00.0% | Unchanged |
| Brooks, Moore & Associates, Inc. | 11,351 | $405.6K | 0.22% | 00.0% | Unchanged |
| Susquehanna Portfolio Strategies, LLC | 11,345 | $405.4K | 0.01% | +1,800+18.9% | Added |
| Wells Fargo & Company | 10,767 | $384.7K | 0.00% | +1,748+19.4% | Added |
| Raymond James Financial Inc | 10,135 | $362.1K | 0.00% | +40.0% | Added |
| BNP Paribas Arbitrage, SA | 10,029 | $358.3K | 0.00% | +3,234+47.6% | Added |
| Franklin Resources Inc | 9,900 | $353.7K | 0.00% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 9,695 | $346.4K | 0.00% | +9,695 | New |
| Engineers Gate Manager LP | 9,588 | $342.6K | 0.00% | −2,261−19.1% | Reduced |
| Deutsche Bank AG | 9,542 | $340.9K | 0.00% | 00.0% | Unchanged |
| Prudential Financial Inc | 9,495 | $339.3K | 0.00% | −110−1.1% | Reduced |
| Federated Hermes, Inc. | 9,031 | $322.7K | 0.00% | +8,909+7,302.5% | Added |
| Cubist Systematic Strategies, LLC | 8,850 | $316.2K | 0.00% | −238−2.6% | Reduced |
| MetLife Investment Management | 8,611 | $307.7K | 0.00% | −722−7.7% | Reduced |
| Cetera Investment Advisers | 8,352 | $298.4K | 0.00% | +8,352 | New |
| HSBC Holdings PLC | 8,085 | $287.3K | 0.00% | +8,085 | New |
| CAP Partners, LLC | 7,910 | $282.6K | 0.16% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 7,667 | $274.0K | 0.00% | +259+3.5% | Added |
| Aptus Capital Advisors, LLC | 7,561 | $270.2K | 0.00% | +16+0.2% | Added |
| Persistent Asset Partners Ltd | 7,485 | $267.4K | 0.19% | −12,151−61.9% | Reduced |