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 |
|---|---|---|---|---|---|
| Bailard, Inc. | 21,200 | $784.2K | 0.02% | +685+3.3% | Added |
| Pinnacle Financial Partners, Inc. | 21,763 | $805.0K | 0.01% | +21,763 | New |
| HSBC Holdings PLC | 22,325 | $824.7K | 0.00% | +14,240+176.1% | Added |
| LBMC Investment Advisors, LLC | 23,048 | $852.5K | 0.05% | −20,817−47.5% | Reduced |
| Kennedy Capital Management, Inc. | 23,711 | $877.1K | 0.02% | 00.0% | Unchanged |
| Creative Planning | 23,719 | $877.4K | 0.00% | −106−0.4% | Reduced |
| Invesco Ltd. | 24,466 | $905.0K | 0.00% | −1,835−7.0% | Reduced |
| Brandywine Global Investment Management, LLC | 24,559 | $908.4K | 0.01% | −800−3.2% | Reduced |
| GWM Advisors LLC | 26,651 | $985.8K | 0.00% | +13,834+107.9% | Added |
| Victory Capital Management Inc | 26,850 | $993.2K | 0.00% | −1,150−4.1% | Reduced |
| Caldwell Sutter Capital, Inc. | 28,431 | $1.05M | 0.45% | 00.0% | Unchanged |
| Captrust Financial Advisors | 28,739 | $1.06M | 0.00% | +24+0.1% | Added |
| SlateStone Wealth, LLC | 29,302 | $1.08M | 0.09% | 00.0% | Unchanged |
| Marshall Wace, LLP | 30,786 | $1.14M | 0.00% | +25,048+436.5% | Added |
| Barclays PLC | 34,384 | $1.27M | 0.00% | +5,358+18.5% | Added |
| SG Americas Securities, LLC | 34,607 | $1.28M | 0.00% | +30,769+801.7% | Added |
| Patriot Investment Management Inc. | 34,938 | $1.29M | 0.08% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 39,803 | $1.40M | 0.00% | −3,217−7.5% | Reduced |
| Martingale Asset Management L P | 43,895 | $1.62M | 0.04% | −10,593−19.4% | Reduced |
| Tudor Investment Corp Et Al | 46,075 | $1.70M | 0.01% | +25,808+127.3% | Added |
| Regions Financial Corp | 46,139 | $1.71M | 0.01% | 00.0% | Unchanged |
| First Trust Advisors LP | 46,310 | $1.71M | 0.00% | +1,143+2.5% | Added |
| AQR Capital Management LLC | 47,159 | $1.74M | 0.00% | −1,507−3.1% | Reduced |
| Stifel Financial Corp | 49,543 | $1.83M | 0.00% | −5,800−10.5% | Reduced |
| D. E. Shaw & Co., Inc. | 49,730 | $1.84M | 0.00% | +27,073+119.5% | Added |
| Arrowstreet Capital, Limited Partnership | 50,381 | $1.86M | 0.00% | +3,816+8.2% | Added |
| Citadel Advisors LLC | 55,995 | $2.07M | 0.00% | +55,995 | New |
| Algebris (UK) Ltd | 58,316 | $2.16M | 0.17% | +58,316 | New |
| Jane Street Group, LLC | 59,264 | $2.19M | 0.00% | +34,922+143.5% | Added |
| Two Sigma Advisers, LP | 61,900 | $2.29M | 0.00% | +10,300+20.0% | Added |
| Panagora Asset Management Inc | 63,442 | $2.35M | 0.01% | −42−0.1% | Reduced |
| Bank of New York Mellon Corp | 70,249 | $2.60M | 0.00% | −3,911−5.3% | Reduced |
| Elizabeth Park Capital Advisors, Ltd. | 73,891 | $2.73M | 2.25% | −6,975−8.6% | Reduced |
| Zacks Investment Management | 78,575 | $2.91M | 0.02% | +1,585+2.1% | Added |
| Millennium Management LLC | 83,402 | $3.09M | 0.00% | +45,039+117.4% | Added |
| Empowered Funds, LLC | 86,967 | $3.22M | 0.05% | +8,354+10.6% | Added |
| JPMorgan Chase & Co | 93,307 | $3.45M | 0.00% | +27,380+41.5% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 98,178 | $3.63M | 0.01% | −14,760−13.1% | Reduced |
| Russell Investments Group, Ltd. | 100,369 | $3.71M | 0.00% | +5,908+6.3% | Added |
| Qube Research & Technologies Ltd | 103,417 | $3.83M | 0.01% | +39,898+62.8% | Added |
| Charles Schwab Investment Management Inc | 121,286 | $4.49M | 0.00% | +1,126+0.9% | Added |
| Two Sigma Investments, LP | 124,658 | $4.61M | 0.01% | +55,397+80.0% | Added |
| Nuveen, LLC | 125,081 | $4.63M | 0.00% | +25,765+25.9% | Added |
| Deprince Race & Zollo Inc | 132,067 | $4.89M | 0.09% | +16,367+14.1% | Added |
| North Reef Capital Management LP | 134,871 | $4.99M | 0.20% | +50,301+59.5% | Added |
| Northern Trust Corp | 136,838 | $5.06M | 0.00% | −6,490−4.5% | Reduced |
| Bridgeway Capital Management, LLC | 143,467 | $5.31M | 0.11% | +8,354+6.2% | Added |
| Stieven Capital Advisors, L.P. | 147,734 | $5.46M | 1.01% | −300−0.2% | Reduced |
| First Eagle Investment Management, LLC | 152,167 | $5.63M | 0.01% | +120,167+375.5% | Added |
| Alliancebernstein L.P. | 153,884 | $5.69M | 0.00% | −14,550−8.6% | Reduced |
| Goldman Sachs Group Inc | 163,240 | $6.04M | 0.00% | +58,560+55.9% | Added |
| Morgan Stanley | 169,012 | $6.25M | 0.00% | +52,724+45.3% | Added |
| CSM Advisors, LLC | 172,230 | $6.37M | 0.17% | +250+0.1% | Added |
| Renaissance Technologies LLC | 178,374 | $6.60M | 0.01% | +5,500+3.2% | Added |
| Banc Funds Co LLC | 200,587 | $7.42M | 1.47% | 00.0% | Unchanged |
| Salzhauer Michael | 225,903 | $8.36M | 3.71% | 00.0% | Unchanged |
| Cravens & Co Advisors, LLC | 220,430 | $8.38M | 5.49% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 247,962 | $9.17M | 0.02% | +26,056+11.7% | Added |
| American Century Companies Inc | 312,660 | $11.6M | 0.01% | +22,386+7.7% | Added |
| State Street Corp | 329,811 | $12.2M | 0.00% | −14,548−4.2% | Reduced |
| Geode Capital Management, LLC | 338,194 | $12.5M | 0.00% | −1,784−0.5% | Reduced |
| Private Capital Management, LLC | 475,601 | $17.6M | 1.67% | −58,215−10.9% | Reduced |
| Wellington Management Group LLP | 728,151 | $26.9M | 0.00% | +80,639+12.5% | Added |
| Dimensional Fund Advisors LP | 838,797 | $31.0M | 0.01% | +2,268+0.3% | Added |
| Vanguard Group Inc | 850,823 | $31.5M | 0.00% | +3,845+0.5% | Added |
| BlackRock, Inc. | 1,264,930 | $46.8M | 0.00% | +3,948+0.3% | Added |
| Summit Wealth Group LLC | 0 | $0 | 0.00% | −27,899−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −44,391−100.0% | Sold out |
| PMC FIG Opportunities LLC | 0 | $0 | 0.00% | −23,124−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −16,441−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −9,588−100.0% | Sold out |
| Persistent Asset Partners Ltd | 0 | $0 | 0.00% | −7,485−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −5,791−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −505−100.0% | Sold out |
| Pinnacle Financial Partners Inc | – | – | – | – | Not filed |
| Stonegate Investment Group, LLC | – | – | – | – | Not filed |
| Cubist Systematic Strategies, LLC | – | – | – | – | Not filed |
| Point72 Asia (Singapore) Pte. Ltd. | – | – | – | – | Not filed |
| Point72 (DIFC) Ltd | – | – | – | – | Not filed |