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 |
|---|---|---|---|---|---|
| D. E. Shaw & Co., Inc. | 22,657 | $809.5K | 0.00% | +22,657 | New |
| PMC FIG Opportunities LLC | 23,124 | $826.2K | 1.26% | −33,819−59.4% | Reduced |
| Kennedy Capital Management, Inc. | 23,711 | $847.2K | 0.02% | 00.0% | Unchanged |
| Creative Planning | 23,825 | $851.3K | 0.00% | +1,920+8.8% | Added |
| Jane Street Group, LLC | 24,342 | $869.7K | 0.00% | −8,060−24.9% | Reduced |
| Brandywine Global Investment Management, LLC | 25,359 | $906.1K | 0.01% | −600−2.3% | Reduced |
| Invesco Ltd. | 26,301 | $939.7K | 0.00% | +5,323+25.4% | Added |
| Victory Capital Management Inc | 28,000 | $1.00M | 0.00% | −3,100−10.0% | Reduced |
| Caldwell Sutter Capital, Inc. | 28,431 | $1.02M | 0.43% | 00.0% | Unchanged |
| Captrust Financial Advisors | 28,715 | $1.03M | 0.00% | −1,343−4.5% | Reduced |
| Barclays PLC | 29,026 | $1.04M | 0.00% | −1,361−4.5% | Reduced |
| SlateStone Wealth, LLC | 29,302 | $1.05M | 0.09% | −125−0.4% | Reduced |
| First Eagle Investment Management, LLC | 32,000 | $1.14M | 0.00% | +32,000 | New |
| Patriot Investment Management Inc. | 34,938 | $1.25M | 0.08% | 00.0% | Unchanged |
| Millennium Management LLC | 38,363 | $1.37M | 0.00% | −1,501−3.8% | Reduced |
| Los Angeles Capital Management LLC | 43,020 | $1.54M | 0.01% | −4,613−9.7% | Reduced |
| LBMC Investment Advisors, LLC | 43,865 | $1.57M | 0.10% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 44,391 | $1.59M | 0.04% | −29,030−39.5% | Reduced |
| First Trust Advisors LP | 45,167 | $1.61M | 0.00% | +45,167 | New |
| Regions Financial Corp | 46,139 | $1.65M | 0.01% | −175−0.4% | Reduced |
| Arrowstreet Capital, Limited Partnership | 46,565 | $1.66M | 0.00% | 00.0% | Unchanged |
| AQR Capital Management LLC | 48,666 | $1.74M | 0.00% | +1,570+3.3% | Added |
| Two Sigma Advisers, LP | 51,600 | $1.84M | 0.00% | −3,000−5.5% | Reduced |
| Martingale Asset Management L P | 54,488 | $1.95M | 0.05% | −4,392−7.5% | Reduced |
| Stifel Financial Corp | 55,343 | $1.98M | 0.00% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 63,484 | $2.27M | 0.01% | +701+1.1% | Added |
| Qube Research & Technologies Ltd | 63,519 | $2.27M | 0.00% | +36,476+134.9% | Added |
| JPMorgan Chase & Co | 65,927 | $2.36M | 0.00% | −8,273−11.1% | Reduced |
| Two Sigma Investments, LP | 69,261 | $2.47M | 0.00% | −255−0.4% | Reduced |
| Bank of New York Mellon Corp | 74,160 | $2.65M | 0.00% | −85−0.1% | Reduced |
| Summit Wealth Group LLC | 27,899 | $2.68M | 0.37% | +27,899 | New |
| Zacks Investment Management | 76,990 | $2.75M | 0.02% | +13,438+21.1% | Added |
| Empowered Funds, LLC | 78,613 | $2.81M | 0.03% | +7,580+10.7% | Added |
| Elizabeth Park Capital Advisors, Ltd. | 80,866 | $2.89M | 2.34% | 00.0% | Unchanged |
| North Reef Capital Management LP | 84,570 | $3.02M | 0.14% | +38,466+83.4% | Added |
| Russell Investments Group, Ltd. | 94,461 | $3.38M | 0.00% | +6,940+7.9% | Added |
| Nuveen, LLC | 99,316 | $3.55M | 0.00% | +25,595+34.7% | Added |
| Hillsdale Investment Management Inc. | 102,681 | $3.67M | 0.11% | −57,548−35.9% | Reduced |
| Goldman Sachs Group Inc | 104,680 | $3.74M | 0.00% | +30,885+41.9% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 112,938 | $4.04M | 0.01% | +9,102+8.8% | Added |
| Deprince Race & Zollo Inc | 115,700 | $4.13M | 0.08% | −13,584−10.5% | Reduced |
| Morgan Stanley | 116,288 | $4.15M | 0.00% | −6,730−5.5% | Reduced |
| Charles Schwab Investment Management Inc | 120,160 | $4.29M | 0.00% | +77,347+180.7% | Added |
| Bridgeway Capital Management, LLC | 135,113 | $4.83M | 0.10% | +7,580+5.9% | Added |
| Northern Trust Corp | 143,328 | $5.12M | 0.00% | +1,903+1.3% | Added |
| Stieven Capital Advisors, L.P. | 148,034 | $5.29M | 1.00% | +200+0.1% | Added |
| Alliancebernstein L.P. | 168,434 | $6.02M | 0.00% | −15,477−8.4% | Reduced |
| CSM Advisors, LLC | 171,980 | $6.14M | 0.17% | −5,610−3.2% | Reduced |
| Renaissance Technologies LLC | 172,874 | $6.18M | 0.01% | −47,900−21.7% | Reduced |
| Banc Funds Co LLC | 200,587 | $7.17M | 1.25% | 00.0% | Unchanged |
| Cravens & Co Advisors, LLC | 220,430 | $7.88M | 5.38% | −59,239−21.2% | Reduced |
| Acadian Asset Management LLC | 221,906 | $7.93M | 0.01% | +63,183+39.8% | Added |
| American Century Companies Inc | 290,274 | $10.4M | 0.01% | +30,086+11.6% | Added |
| Geode Capital Management, LLC | 339,978 | $12.2M | 0.00% | +2,484+0.7% | Added |
| State Street Corp | 344,359 | $12.3M | 0.00% | −182−0.1% | Reduced |
| Private Capital Management, LLC | 533,816 | $19.1M | 1.76% | −3,630−0.7% | Reduced |
| Wellington Management Group LLP | 647,512 | $23.1M | 0.00% | +64,810+11.1% | Added |
| Dimensional Fund Advisors LP | 836,529 | $29.9M | 0.01% | +15,730+1.9% | Added |
| Vanguard Group Inc | 846,978 | $30.3M | 0.00% | +26,373+3.2% | Added |
| BlackRock, Inc. | 1,260,982 | $45.1M | 0.00% | −36,958−2.8% | Reduced |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −50,733−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −21,045−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −19,437−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −18,527−100.0% | Sold out |
| RFG Advisory, LLC | 0 | $0 | 0.00% | −6,912−100.0% | Sold out |
| Voya Investment Management LLC | 0 | $0 | 0.00% | −6,001−100.0% | Sold out |
| Manufacturers Life Insurance Company, The | 0 | $0 | 0.00% | −5,926−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −3,790−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −38−100.0% | Sold out |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| US Bancorp | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Evergreen Advisors, LLC | – | – | – | – | Not filed |