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, Q4 2025
Institutional positions in Smartfinancial Inc. as of Dec 31, 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
- 166
- +11 vs. Q3 2025
- Shares held
- 10.6M
- +681.7K (+6.9%) vs. Q3 2025
- Total value
- $393.3M
- +$43.7M (+12.5%) vs. Q3 2025
- New holders
- 19
- 62 more added
- Sold out
- 8
- 45 more reduced
5 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Smartfinancial Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 1,264,930 | $46.8M | 0.00% | +3,948+0.3% | Added |
| Vanguard Group Inc | 850,823 | $31.5M | 0.00% | +3,845+0.5% | Added |
| Dimensional Fund Advisors LP | 838,797 | $31.0M | 0.01% | +2,268+0.3% | Added |
| Wellington Management Group LLP | 728,151 | $26.9M | 0.00% | +80,639+12.5% | Added |
| Private Capital Management, LLC | 475,601 | $17.6M | 1.67% | −58,215−10.9% | Reduced |
| Geode Capital Management, LLC | 338,194 | $12.5M | 0.00% | −1,784−0.5% | Reduced |
| State Street Corp | 329,811 | $12.2M | 0.00% | −14,548−4.2% | Reduced |
| American Century Companies Inc | 312,660 | $11.6M | 0.01% | +22,386+7.7% | Added |
| Acadian Asset Management LLC | 247,962 | $9.17M | 0.02% | +26,056+11.7% | Added |
| Cravens & Co Advisors, LLC | 220,430 | $8.38M | 5.49% | 00.0% | Unchanged |
| Salzhauer Michael | 225,903 | $8.36M | 3.71% | 00.0% | Unchanged |
| Banc Funds Co LLC | 200,587 | $7.42M | 1.47% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 178,374 | $6.60M | 0.01% | +5,500+3.2% | Added |
| CSM Advisors, LLC | 172,230 | $6.37M | 0.17% | +250+0.1% | Added |
| Morgan Stanley | 169,012 | $6.25M | 0.00% | +52,724+45.3% | Added |
| Goldman Sachs Group Inc | 163,240 | $6.04M | 0.00% | +58,560+55.9% | Added |
| Alliancebernstein L.P. | 153,884 | $5.69M | 0.00% | −14,550−8.6% | Reduced |
| First Eagle Investment Management, LLC | 152,167 | $5.63M | 0.01% | +120,167+375.5% | Added |
| Stieven Capital Advisors, L.P. | 147,734 | $5.46M | 1.01% | −300−0.2% | Reduced |
| Bridgeway Capital Management, LLC | 143,467 | $5.31M | 0.11% | +8,354+6.2% | Added |
| Northern Trust Corp | 136,838 | $5.06M | 0.00% | −6,490−4.5% | Reduced |
| North Reef Capital Management LP | 134,871 | $4.99M | 0.20% | +50,301+59.5% | Added |
| Deprince Race & Zollo Inc | 132,067 | $4.89M | 0.09% | +16,367+14.1% | Added |
| Nuveen, LLC | 125,081 | $4.63M | 0.00% | +25,765+25.9% | Added |
| Two Sigma Investments, LP | 124,658 | $4.61M | 0.01% | +55,397+80.0% | Added |
| Charles Schwab Investment Management Inc | 121,286 | $4.49M | 0.00% | +1,126+0.9% | Added |
| Qube Research & Technologies Ltd | 103,417 | $3.83M | 0.01% | +39,898+62.8% | Added |
| Russell Investments Group, Ltd. | 100,369 | $3.71M | 0.00% | +5,908+6.3% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 98,178 | $3.63M | 0.01% | −14,760−13.1% | Reduced |
| JPMorgan Chase & Co | 93,307 | $3.45M | 0.00% | +27,380+41.5% | Added |
| Empowered Funds, LLC | 86,967 | $3.22M | 0.05% | +8,354+10.6% | Added |
| Millennium Management LLC | 83,402 | $3.09M | 0.00% | +45,039+117.4% | Added |
| Zacks Investment Management | 78,575 | $2.91M | 0.02% | +1,585+2.1% | Added |
| Elizabeth Park Capital Advisors, Ltd. | 73,891 | $2.73M | 2.25% | −6,975−8.6% | Reduced |
| Bank of New York Mellon Corp | 70,249 | $2.60M | 0.00% | −3,911−5.3% | Reduced |
| Panagora Asset Management Inc | 63,442 | $2.35M | 0.01% | −42−0.1% | Reduced |
| Two Sigma Advisers, LP | 61,900 | $2.29M | 0.00% | +10,300+20.0% | Added |
| Jane Street Group, LLC | 59,264 | $2.19M | 0.00% | +34,922+143.5% | Added |
| Algebris (UK) Ltd | 58,316 | $2.16M | 0.17% | +58,316 | New |
| Citadel Advisors LLC | 55,995 | $2.07M | 0.00% | +55,995 | New |
| Arrowstreet Capital, Limited Partnership | 50,381 | $1.86M | 0.00% | +3,816+8.2% | Added |
| D. E. Shaw & Co., Inc. | 49,730 | $1.84M | 0.00% | +27,073+119.5% | Added |
| Stifel Financial Corp | 49,543 | $1.83M | 0.00% | −5,800−10.5% | Reduced |
| AQR Capital Management LLC | 47,159 | $1.74M | 0.00% | −1,507−3.1% | Reduced |
| First Trust Advisors LP | 46,310 | $1.71M | 0.00% | +1,143+2.5% | Added |
| Regions Financial Corp | 46,139 | $1.71M | 0.01% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 46,075 | $1.70M | 0.01% | +25,808+127.3% | Added |
| Martingale Asset Management L P | 43,895 | $1.62M | 0.04% | −10,593−19.4% | Reduced |
| Los Angeles Capital Management LLC | 39,803 | $1.40M | 0.00% | −3,217−7.5% | Reduced |
| Patriot Investment Management Inc. | 34,938 | $1.29M | 0.08% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 34,607 | $1.28M | 0.00% | +30,769+801.7% | Added |
| Barclays PLC | 34,384 | $1.27M | 0.00% | +5,358+18.5% | Added |
| Marshall Wace, LLP | 30,786 | $1.14M | 0.00% | +25,048+436.5% | Added |
| SlateStone Wealth, LLC | 29,302 | $1.08M | 0.09% | 00.0% | Unchanged |
| Captrust Financial Advisors | 28,739 | $1.06M | 0.00% | +24+0.1% | Added |
| Caldwell Sutter Capital, Inc. | 28,431 | $1.05M | 0.45% | 00.0% | Unchanged |
| Victory Capital Management Inc | 26,850 | $993.2K | 0.00% | −1,150−4.1% | Reduced |
| GWM Advisors LLC | 26,651 | $985.8K | 0.00% | +13,834+107.9% | Added |
| Brandywine Global Investment Management, LLC | 24,559 | $908.4K | 0.01% | −800−3.2% | Reduced |
| Invesco Ltd. | 24,466 | $905.0K | 0.00% | −1,835−7.0% | Reduced |
| Creative Planning | 23,719 | $877.4K | 0.00% | −106−0.4% | Reduced |
| Kennedy Capital Management, Inc. | 23,711 | $877.1K | 0.02% | 00.0% | Unchanged |
| LBMC Investment Advisors, LLC | 23,048 | $852.5K | 0.05% | −20,817−47.5% | Reduced |
| HSBC Holdings PLC | 22,325 | $824.7K | 0.00% | +14,240+176.1% | Added |
| Pinnacle Financial Partners, Inc. | 21,763 | $805.0K | 0.01% | +21,763 | New |
| Bailard, Inc. | 21,200 | $784.2K | 0.02% | +685+3.3% | Added |
| LeConte Wealth Management, LLC | 20,322 | $751.7K | 0.49% | +847+4.3% | Added |
| HRT Financial LP | 19,566 | $723.0K | 0.00% | +7,559+63.0% | Added |
| Rather & Kittrell, Inc. | 19,232 | $711.4K | 0.11% | −467−2.4% | Reduced |
| Bank of America Corp | 19,163 | $708.8K | 0.00% | +4,021+26.6% | Added |
| Rhumbline Advisers | 18,480 | $683.6K | 0.00% | −2,979−13.9% | Reduced |
| BNP Paribas Arbitrage, SA | 17,459 | $645.8K | 0.00% | +7,430+74.1% | Added |
| Franklin Resources Inc | 16,267 | $601.7K | 0.00% | +6,367+64.3% | Added |
| Wells Fargo & Company | 16,236 | $600.6K | 0.00% | +5,469+50.8% | Added |
| Point72 Asset Management, L.P. | 16,102 | $595.6K | 0.00% | +16,102 | New |
| Silver Oak Securities, Inc | 16,018 | $593.9K | 0.04% | 00.0% | Unchanged |
| STRS Ohio | 15,800 | $584.4K | 0.00% | −800−4.8% | Reduced |
| UBS Group AG | 14,998 | $554.8K | 0.00% | +1,955+15.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 14,570 | $539.0K | 0.00% | +377+2.7% | Added |
| Truist Financial Corp | 14,344 | $530.6K | 0.00% | −4,997−25.8% | Reduced |
| Geneos Wealth Management Inc. | 13,098 | $484.5K | 0.01% | 00.0% | Unchanged |
| CWM Advisors, LLC | 12,668 | $468.6K | 0.04% | −36−0.3% | Reduced |
| Raymond James Financial Inc | 12,358 | $457.1K | 0.00% | +2,223+21.9% | Added |
| Canada Pension Plan Investment Board | 12,200 | $451.3K | 0.00% | +12,200 | New |
| Evergreen Advisors, LLC | 11,812 | $436.9K | 0.11% | +11,812 | New |
| Brooks, Moore & Associates, Inc. | 11,351 | $419.9K | 0.21% | 00.0% | Unchanged |
| Equitable Trust Co | 11,225 | $415.2K | 0.02% | −1,120−9.1% | Reduced |
| Quantinno Capital Management LP | 10,925 | $404.1K | 0.00% | +1,230+12.7% | Added |
| Susquehanna Portfolio Strategies, LLC | 9,545 | $353.1K | 0.01% | −1,800−15.9% | Reduced |
| Deutsche Bank AG | 9,542 | $353.0K | 0.00% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 9,484 | $350.8K | 0.00% | +9,484 | New |
| Polymer Capital Management (US) LLC | 9,336 | $345.3K | 0.04% | +9,336 | New |
| Federated Hermes, Inc. | 9,010 | $333.3K | 0.00% | −21−0.2% | Reduced |
| R Squared Ltd | 8,875 | $328.3K | 0.15% | −7,956−47.3% | Reduced |
| Occudo Quantitative Strategies LP | 8,805 | $325.7K | 0.02% | +2,980+51.2% | Added |
| Price T Rowe Associates Inc | 8,674 | $321.0K | 0.00% | +1,007+13.1% | Added |
| Prudential Financial Inc | 8,655 | $320.1K | 0.00% | −840−8.8% | Reduced |
| MetLife Investment Management | 8,611 | $318.5K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 8,352 | $308.9K | 0.00% | 00.0% | Unchanged |
| CAP Partners, LLC | 7,910 | $292.6K | 0.17% | 00.0% | Unchanged |