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 |
|---|---|---|---|---|---|
| Silver Oak Securities, Inc | 16,018 | $626.0K | 0.05% | 00.0% | Unchanged |
| HRT Financial LP | 16,301 | $637.0K | 0.00% | −3,265−16.7% | Reduced |
| Barclays PLC | 16,664 | $651.2K | 0.00% | −17,720−51.5% | Reduced |
| BNP Paribas Arbitrage, SA | 17,990 | $703.0K | 0.00% | +531+3.0% | Added |
| Principal Financial Group Inc | 18,124 | $708.3K | 0.00% | +18,124 | New |
| Rhumbline Advisers | 18,328 | $716.3K | 0.00% | −152−0.8% | Reduced |
| Rather & Kittrell, Inc. | 19,232 | $751.6K | 0.12% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 20,275 | $792.3K | 0.02% | +20,275 | New |
| LeConte Wealth Management, LLC | 20,322 | $794.2K | 0.51% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 20,794 | $812.6K | 0.00% | +9,869+90.3% | Added |
| Bailard, Inc. | 21,200 | $828.5K | 0.02% | 00.0% | Unchanged |
| Pinnacle Financial Partners, Inc. | 21,763 | $850.5K | 0.01% | 00.0% | Unchanged |
| HSBC Holdings PLC | 22,209 | $864.2K | 0.00% | −116−0.5% | Reduced |
| LBMC Investment Advisors, LLC | 23,048 | $900.7K | 0.05% | 00.0% | Unchanged |
| Captrust Financial Advisors | 23,137 | $904.2K | 0.00% | −5,602−19.5% | Reduced |
| Trexquant Investment LP | 23,196 | $906.5K | 0.01% | +23,196 | New |
| Invesco Ltd. | 23,437 | $915.9K | 0.00% | −1,029−4.2% | Reduced |
| Kennedy Capital Management, Inc. | 23,711 | $926.6K | 0.02% | 00.0% | Unchanged |
| Creative Planning | 25,662 | $1.00M | 0.00% | +1,943+8.2% | Added |
| Victory Capital Management Inc | 26,850 | $1.05M | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 28,431 | $1.11M | 0.45% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 29,302 | $1.15M | 0.09% | 00.0% | Unchanged |
| GWM Advisors LLC | 29,429 | $1.15M | 0.00% | +2,778+10.4% | Added |
| Franklin Resources Inc | 31,368 | $1.23M | 0.00% | +15,101+92.8% | Added |
| Patriot Investment Management Inc. | 34,938 | $1.37M | 0.09% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 42,069 | $1.64M | 0.01% | +2,266+5.7% | Added |
| D. E. Shaw & Co., Inc. | 42,552 | $1.66M | 0.00% | −7,178−14.4% | Reduced |
| Tudor Investment Corp Et Al | 45,701 | $1.79M | 0.01% | −374−0.8% | Reduced |
| Regions Financial Corp | 46,139 | $1.80M | 0.01% | 00.0% | Unchanged |
| First Trust Advisors LP | 46,590 | $1.82M | 0.00% | +280+0.6% | Added |
| Raymond James Financial Inc | 47,285 | $1.85M | 0.00% | +34,927+282.6% | Added |
| Bank of America Corp | 47,443 | $1.85M | 0.00% | +28,280+147.6% | Added |
| Stifel Financial Corp | 49,609 | $1.94M | 0.00% | +66+0.1% | Added |
| AQR Capital Management LLC | 49,889 | $1.95M | 0.00% | +2,730+5.8% | Added |
| Arrowstreet Capital, Limited Partnership | 50,381 | $1.97M | 0.00% | 00.0% | Unchanged |
| Martingale Asset Management L P | 53,769 | $2.10M | 0.05% | +9,874+22.5% | Added |
| Elizabeth Park Capital Advisors, Ltd. | 64,042 | $2.50M | 1.93% | −9,849−13.3% | Reduced |
| Panagora Asset Management Inc | 64,053 | $2.50M | 0.01% | +611+1.0% | Added |
| Bank of New York Mellon Corp | 80,719 | $3.15M | 0.00% | +10,470+14.9% | Added |
| Empowered Funds, LLC | 80,742 | $3.16M | 0.02% | −6,225−7.2% | Reduced |
| Zacks Investment Management | 84,989 | $3.32M | 0.03% | +6,414+8.2% | Added |
| Millennium Management LLC | 92,672 | $3.62M | 0.00% | +9,270+11.1% | Added |
| JPMorgan Chase & Co | 94,417 | $3.65M | 0.00% | +1,110+1.2% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 93,597 | $3.66M | 0.01% | −4,581−4.7% | Reduced |
| Vanguard Fiduciary Trust Co | 94,534 | $3.69M | 0.00% | +94,534 | New |
| Nuveen, LLC | 96,934 | $3.79M | 0.00% | −28,147−22.5% | Reduced |
| Russell Investments Group, Ltd. | 102,844 | $4.02M | 0.00% | +2,475+2.5% | Added |
| Vanguard Portfolio Management LLC | 112,174 | $4.38M | 0.00% | +112,174 | New |
| Qube Research & Technologies Ltd | 113,748 | $4.45M | 0.01% | +10,331+10.0% | Added |
| Charles Schwab Investment Management Inc | 121,655 | $4.75M | 0.00% | +369+0.3% | Added |
| Deprince Race & Zollo Inc | 127,724 | $4.99M | 0.09% | −4,343−3.3% | Reduced |
| Goldman Sachs Group Inc | 129,873 | $5.08M | 0.00% | −33,367−20.4% | Reduced |
| North Reef Capital Management LP | 137,088 | $5.36M | 0.18% | +2,217+1.6% | Added |
| Bridgeway Capital Management, LLC | 137,242 | $5.36M | 0.11% | −6,225−4.3% | Reduced |
| Alliancebernstein L.P. | 150,854 | $5.58M | 0.00% | −3,030−2.0% | Reduced |
| Northern Trust Corp | 144,546 | $5.65M | 0.00% | +7,708+5.6% | Added |
| Stieven Capital Advisors, L.P. | 147,234 | $5.75M | 1.23% | −500−0.3% | Reduced |
| Banc Funds Co LLC | 150,087 | $5.87M | 1.09% | −50,500−25.2% | Reduced |
| Renaissance Technologies LLC | 152,274 | $5.95M | 0.01% | −26,100−14.6% | Reduced |
| Basswood Capital Management, L.L.C. | 169,740 | $6.63M | 0.34% | +169,740 | New |
| Two Sigma Investments, LP | 169,884 | $6.64M | 0.01% | +45,226+36.3% | Added |
| Morgan Stanley | 170,955 | $6.68M | 0.00% | +1,943+1.1% | Added |
| CSM Advisors, LLC | 171,175 | $6.69M | 0.16% | −1,055−0.6% | Reduced |
| Salzhauer Michael | 212,670 | $8.31M | 3.92% | −13,233−5.9% | Reduced |
| Cravens & Co Advisors, LLC | 220,430 | $8.61M | 5.60% | 00.0% | Unchanged |
| First Eagle Investment Management, LLC | 224,039 | $8.76M | 0.01% | +71,872+47.2% | Added |
| Acadian Asset Management LLC | 284,179 | $11.1M | 0.02% | +36,217+14.6% | Added |
| Geode Capital Management, LLC | 355,361 | $13.9M | 0.00% | +17,167+5.1% | Added |
| American Century Companies Inc | 371,813 | $14.5M | 0.01% | +59,153+18.9% | Added |
| Private Capital Management, LLC | 428,147 | $16.7M | 1.70% | −47,454−10.0% | Reduced |
| State Street Corp | 440,532 | $17.2M | 0.00% | +110,721+33.6% | Added |
| Wellington Management Group LLP | 675,347 | $26.4M | 0.00% | −52,804−7.3% | Reduced |
| Vanguard Capital Management LLC | 680,417 | $26.6M | 0.00% | +680,417 | New |
| Dimensional Fund Advisors LP | 836,388 | $32.7M | 0.01% | −2,409−0.3% | Reduced |
| BlackRock, Inc. | 1,284,557 | $50.2M | 0.00% | +19,627+1.6% | Added |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −61,900−100.0% | Sold out |
| Algebris (UK) Ltd | 0 | $0 | 0.00% | −58,316−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −30,786−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −8,875−100.0% | Sold out |
| Prudential Financial Inc | 0 | $0 | 0.00% | −8,655−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −5,580−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −4,105−100.0% | Sold out |
| Kemnay Advisory Services Inc. | 0 | $0 | 0.00% | −664−100.0% | Sold out |
| Amalgamated Bank | 0 | $0 | 0.00% | −457−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −416−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −190−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| American Capital Advisory, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| Brandywine Global Investment Management, LLC | – | – | – | – | Not filed |