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, Q1 2026
Institutional positions in Smartfinancial Inc. as of Mar 31, 2026. 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
- 175
- +11 vs. Q4 2025
- Shares held
- 10.9M
- +1.10M (+11.3%) vs. Q4 2025
- Total value
- $423.7M
- +$62.8M (+17.4%) vs. Q4 2025
- New holders
- 24
- 56 more added
- Sold out
- 13
- 46 more reduced
2 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Smartfinancial Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 1,284,557 | $50.2M | 0.00% | +19,627+1.6% | Added |
| Dimensional Fund Advisors LP | 836,388 | $32.7M | 0.01% | −2,409−0.3% | Reduced |
| Vanguard Capital Management LLC | 680,417 | $26.6M | 0.00% | +680,417 | New |
| Wellington Management Group LLP | 675,347 | $26.4M | 0.00% | −52,804−7.3% | Reduced |
| State Street Corp | 440,532 | $17.2M | 0.00% | +110,721+33.6% | Added |
| Private Capital Management, LLC | 428,147 | $16.7M | 1.70% | −47,454−10.0% | Reduced |
| American Century Companies Inc | 371,813 | $14.5M | 0.01% | +59,153+18.9% | Added |
| Geode Capital Management, LLC | 355,361 | $13.9M | 0.00% | +17,167+5.1% | Added |
| Acadian Asset Management LLC | 284,179 | $11.1M | 0.02% | +36,217+14.6% | Added |
| First Eagle Investment Management, LLC | 224,039 | $8.76M | 0.01% | +71,872+47.2% | Added |
| Cravens & Co Advisors, LLC | 220,430 | $8.61M | 5.60% | 00.0% | Unchanged |
| Salzhauer Michael | 212,670 | $8.31M | 3.92% | −13,233−5.9% | Reduced |
| CSM Advisors, LLC | 171,175 | $6.69M | 0.16% | −1,055−0.6% | Reduced |
| Morgan Stanley | 170,955 | $6.68M | 0.00% | +1,943+1.1% | Added |
| Two Sigma Investments, LP | 169,884 | $6.64M | 0.01% | +45,226+36.3% | Added |
| Basswood Capital Management, L.L.C. | 169,740 | $6.63M | 0.34% | +169,740 | New |
| Renaissance Technologies LLC | 152,274 | $5.95M | 0.01% | −26,100−14.6% | Reduced |
| Banc Funds Co LLC | 150,087 | $5.87M | 1.09% | −50,500−25.2% | Reduced |
| Stieven Capital Advisors, L.P. | 147,234 | $5.75M | 1.23% | −500−0.3% | Reduced |
| Northern Trust Corp | 144,546 | $5.65M | 0.00% | +7,708+5.6% | Added |
| Alliancebernstein L.P. | 150,854 | $5.58M | 0.00% | −3,030−2.0% | Reduced |
| Bridgeway Capital Management, LLC | 137,242 | $5.36M | 0.11% | −6,225−4.3% | Reduced |
| North Reef Capital Management LP | 137,088 | $5.36M | 0.18% | +2,217+1.6% | Added |
| Goldman Sachs Group Inc | 129,873 | $5.08M | 0.00% | −33,367−20.4% | Reduced |
| Deprince Race & Zollo Inc | 127,724 | $4.99M | 0.09% | −4,343−3.3% | Reduced |
| Charles Schwab Investment Management Inc | 121,655 | $4.75M | 0.00% | +369+0.3% | Added |
| Qube Research & Technologies Ltd | 113,748 | $4.45M | 0.01% | +10,331+10.0% | Added |
| Vanguard Portfolio Management LLC | 112,174 | $4.38M | 0.00% | +112,174 | New |
| Russell Investments Group, Ltd. | 102,844 | $4.02M | 0.00% | +2,475+2.5% | Added |
| Nuveen, LLC | 96,934 | $3.79M | 0.00% | −28,147−22.5% | Reduced |
| Vanguard Fiduciary Trust Co | 94,534 | $3.69M | 0.00% | +94,534 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 93,597 | $3.66M | 0.01% | −4,581−4.7% | Reduced |
| JPMorgan Chase & Co | 94,417 | $3.65M | 0.00% | +1,110+1.2% | Added |
| Millennium Management LLC | 92,672 | $3.62M | 0.00% | +9,270+11.1% | Added |
| Zacks Investment Management | 84,989 | $3.32M | 0.03% | +6,414+8.2% | Added |
| Empowered Funds, LLC | 80,742 | $3.16M | 0.02% | −6,225−7.2% | Reduced |
| Bank of New York Mellon Corp | 80,719 | $3.15M | 0.00% | +10,470+14.9% | Added |
| Panagora Asset Management Inc | 64,053 | $2.50M | 0.01% | +611+1.0% | Added |
| Elizabeth Park Capital Advisors, Ltd. | 64,042 | $2.50M | 1.93% | −9,849−13.3% | Reduced |
| Martingale Asset Management L P | 53,769 | $2.10M | 0.05% | +9,874+22.5% | Added |
| Arrowstreet Capital, Limited Partnership | 50,381 | $1.97M | 0.00% | 00.0% | Unchanged |
| AQR Capital Management LLC | 49,889 | $1.95M | 0.00% | +2,730+5.8% | Added |
| Stifel Financial Corp | 49,609 | $1.94M | 0.00% | +66+0.1% | Added |
| Bank of America Corp | 47,443 | $1.85M | 0.00% | +28,280+147.6% | Added |
| Raymond James Financial Inc | 47,285 | $1.85M | 0.00% | +34,927+282.6% | Added |
| First Trust Advisors LP | 46,590 | $1.82M | 0.00% | +280+0.6% | Added |
| Regions Financial Corp | 46,139 | $1.80M | 0.01% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 45,701 | $1.79M | 0.01% | −374−0.8% | Reduced |
| D. E. Shaw & Co., Inc. | 42,552 | $1.66M | 0.00% | −7,178−14.4% | Reduced |
| Los Angeles Capital Management LLC | 42,069 | $1.64M | 0.01% | +2,266+5.7% | Added |
| Patriot Investment Management Inc. | 34,938 | $1.37M | 0.09% | 00.0% | Unchanged |
| Franklin Resources Inc | 31,368 | $1.23M | 0.00% | +15,101+92.8% | Added |
| GWM Advisors LLC | 29,429 | $1.15M | 0.00% | +2,778+10.4% | Added |
| SlateStone Wealth, LLC | 29,302 | $1.15M | 0.09% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 28,431 | $1.11M | 0.45% | 00.0% | Unchanged |
| Victory Capital Management Inc | 26,850 | $1.05M | 0.00% | 00.0% | Unchanged |
| Creative Planning | 25,662 | $1.00M | 0.00% | +1,943+8.2% | Added |
| Kennedy Capital Management, Inc. | 23,711 | $926.6K | 0.02% | 00.0% | Unchanged |
| Invesco Ltd. | 23,437 | $915.9K | 0.00% | −1,029−4.2% | Reduced |
| Trexquant Investment LP | 23,196 | $906.5K | 0.01% | +23,196 | New |
| Captrust Financial Advisors | 23,137 | $904.2K | 0.00% | −5,602−19.5% | Reduced |
| LBMC Investment Advisors, LLC | 23,048 | $900.7K | 0.05% | 00.0% | Unchanged |
| HSBC Holdings PLC | 22,209 | $864.2K | 0.00% | −116−0.5% | Reduced |
| Pinnacle Financial Partners, Inc. | 21,763 | $850.5K | 0.01% | 00.0% | Unchanged |
| Bailard, Inc. | 21,200 | $828.5K | 0.02% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 20,794 | $812.6K | 0.00% | +9,869+90.3% | Added |
| LeConte Wealth Management, LLC | 20,322 | $794.2K | 0.51% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 20,275 | $792.3K | 0.02% | +20,275 | New |
| Rather & Kittrell, Inc. | 19,232 | $751.6K | 0.12% | 00.0% | Unchanged |
| Rhumbline Advisers | 18,328 | $716.3K | 0.00% | −152−0.8% | Reduced |
| Principal Financial Group Inc | 18,124 | $708.3K | 0.00% | +18,124 | New |
| BNP Paribas Arbitrage, SA | 17,990 | $703.0K | 0.00% | +531+3.0% | Added |
| Barclays PLC | 16,664 | $651.2K | 0.00% | −17,720−51.5% | Reduced |
| HRT Financial LP | 16,301 | $637.0K | 0.00% | −3,265−16.7% | Reduced |
| Silver Oak Securities, Inc | 16,018 | $626.0K | 0.05% | 00.0% | Unchanged |
| STRS Ohio | 15,800 | $617.5K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 14,578 | $570.0K | 0.00% | +8+0.1% | Added |
| Truist Financial Corp | 14,368 | $561.5K | 0.00% | +24+0.2% | Added |
| SG Americas Securities, LLC | 13,785 | $539.0K | 0.00% | −20,822−60.2% | Reduced |
| Man Group plc | 13,567 | $530.2K | 0.00% | +13,567 | New |
| Geneos Wealth Management Inc. | 13,098 | $511.9K | 0.01% | 00.0% | Unchanged |
| CWM Advisors, LLC | 13,061 | $510.4K | 0.03% | +393+3.1% | Added |
| UBS Group AG | 12,838 | $501.7K | 0.00% | −2,160−14.4% | Reduced |
| Canada Pension Plan Investment Board | 12,200 | $476.8K | 0.00% | 00.0% | Unchanged |
| Evergreen Advisors, LLC | 11,836 | $462.6K | 0.11% | +24+0.2% | Added |
| Agp Franklin, LLC | 11,706 | $457.5K | 0.23% | +11,706 | New |
| State of Wisconsin Investment Board | 11,670 | $456.1K | 0.00% | +2,186+23.0% | Added |
| Equitable Trust Co | 11,475 | $448.4K | 0.02% | +250+2.2% | Added |
| Brooks, Moore & Associates, Inc. | 11,351 | $443.6K | 0.22% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 11,297 | $442.0K | 0.00% | +2,623+30.2% | Added |
| Deutsche Bank AG | 11,239 | $439.2K | 0.00% | +1,697+17.8% | Added |
| Point72 Asset Management, L.P. | 10,766 | $420.7K | 0.00% | −5,336−33.1% | Reduced |
| Citigroup Inc | 10,305 | $402.7K | 0.00% | +7,459+262.1% | Added |
| Citadel Advisors LLC | 10,030 | $392.0K | 0.00% | −45,965−82.1% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 9,545 | $373.0K | 0.01% | 00.0% | Unchanged |
| MetLife Investment Management | 9,359 | $365.8K | 0.00% | +748+8.7% | Added |
| Occudo Quantitative Strategies LP | 8,553 | $358.7K | 0.02% | −252−2.9% | Reduced |
| Hillsdale Investment Management Inc. | 8,830 | $345.1K | 0.01% | +8,600+3,739.1% | Added |
| Susquehanna International Group, LLP | 8,830 | $345.1K | 0.00% | +8,830 | New |
| Rafferty Asset Management, LLC | 8,414 | $328.8K | 0.00% | +8,414 | New |