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, Q2 2026
Institutional positions in Smartfinancial Inc. as of Jun 30, 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
- 184
- +10 vs. Q1 2026
- Shares held
- 11.1M
- +278.1K (+2.6%) vs. Q1 2026
- Total value
- $520.8M
- +$97.3M (+23.0%) vs. Q1 2026
- New holders
- 24
- 85 more added
- Sold out
- 14
- 42 more reduced
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Smartfinancial Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Occudo Quantitative Strategies LP | 13,457 | $631.4K | 0.03% | +4,904+57.3% | Added |
| State of Wisconsin Investment Board | 13,918 | $653.0K | 0.00% | +2,248+19.3% | Added |
| Citigroup Inc | 14,309 | $671.4K | 0.00% | +4,004+38.9% | Added |
| Truist Financial Corp | 14,394 | $675.4K | 0.00% | +26+0.2% | Added |
| CWM Advisors, LLC | 14,486 | $679.7K | 0.03% | +1,425+10.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 14,565 | $683.0K | 0.00% | −13−0.1% | Reduced |
| Deutsche Bank AG | 15,264 | $716.2K | 0.00% | +4,025+35.8% | Added |
| STRS Ohio | 15,400 | $722.6K | 0.00% | −400−2.5% | Reduced |
| Squarepoint Ops LLC | 15,439 | $724.4K | 0.00% | +7,965+106.6% | Added |
| Man Group plc | 15,454 | $725.1K | 0.00% | +1,887+13.9% | Added |
| SG Americas Securities, LLC | 15,490 | $727.0K | 0.00% | +1,705+12.4% | Added |
| Barclays PLC | 15,637 | $733.7K | 0.00% | −1,027−6.2% | Reduced |
| Silver Oak Securities, Inc | 16,018 | $751.6K | 0.05% | 00.0% | Unchanged |
| GWM Advisors LLC | 17,140 | $804.2K | 0.00% | −12,289−41.8% | Reduced |
| Equitable Trust Co | 17,535 | $822.7K | 0.03% | +6,060+52.8% | Added |
| Invesco Ltd. | 18,501 | $868.1K | 0.00% | −4,936−21.1% | Reduced |
| Rhumbline Advisers | 19,269 | $904.1K | 0.00% | +941+5.1% | Added |
| Principal Financial Group Inc | 19,355 | $908.1K | 0.00% | +1,231+6.8% | Added |
| LeConte Wealth Management, LLC | 20,341 | $954.4K | 0.52% | +19+0.1% | Added |
| FMR LLC | 20,891 | $980.2K | 0.00% | +15,070+258.9% | Added |
| Pinnacle Financial Partners, Inc. | 21,763 | $1.02M | 0.01% | 00.0% | Unchanged |
| Bailard, Inc. | 21,800 | $1.02M | 0.02% | +600+2.8% | Added |
| HSBC Holdings PLC | 22,681 | $1.06M | 0.00% | +472+2.1% | Added |
| LBMC Investment Advisors, LLC | 23,048 | $1.08M | 0.06% | 00.0% | Unchanged |
| Citadel Advisors LLC | 23,139 | $1.09M | 0.00% | +13,109+130.7% | Added |
| Captrust Financial Advisors | 23,294 | $1.09M | 0.00% | +157+0.7% | Added |
| BNP Paribas Arbitrage, SA | 23,636 | $1.11M | 0.00% | +5,646+31.4% | Added |
| Victory Capital Management Inc | 27,600 | $1.29M | 0.00% | +750+2.8% | Added |
| Franklin Resources Inc | 27,646 | $1.30M | 0.00% | −3,722−11.9% | Reduced |
| Creative Planning | 27,897 | $1.31M | 0.00% | +2,235+8.7% | Added |
| Caldwell Sutter Capital, Inc. | 28,431 | $1.33M | 0.50% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 29,302 | $1.38M | 0.11% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 34,094 | $1.60M | 0.00% | +13,300+64.0% | Added |
| Patriot Investment Management Inc. | 34,938 | $1.64M | 0.10% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 36,712 | $1.72M | 0.00% | −5,840−13.7% | Reduced |
| Rather & Kittrell, Inc. | 40,631 | $1.91M | 0.27% | +21,399+111.3% | Added |
| Los Angeles Capital Management LLC | 43,844 | $2.06M | 0.01% | +1,775+4.2% | Added |
| Bank of America Corp | 46,121 | $2.16M | 0.00% | −1,322−2.8% | Reduced |
| Regions Financial Corp | 46,139 | $2.16M | 0.01% | 00.0% | Unchanged |
| Stifel Financial Corp | 46,209 | $2.17M | 0.00% | −3,400−6.9% | Reduced |
| Raymond James Financial Inc | 47,337 | $2.22M | 0.00% | +52+0.1% | Added |
| First Trust Advisors LP | 48,823 | $2.29M | 0.00% | +2,233+4.8% | Added |
| Elizabeth Park Capital Advisors, Ltd. | 59,042 | $2.77M | 1.91% | −5,000−7.8% | Reduced |
| Trexquant Investment LP | 62,217 | $2.92M | 0.02% | +39,021+168.2% | Added |
| AQR Capital Management LLC | 63,265 | $2.97M | 0.00% | +13,376+26.8% | Added |
| Arrowstreet Capital, Limited Partnership | 63,767 | $2.99M | 0.00% | +13,386+26.6% | Added |
| Deprince Race & Zollo Inc | 64,702 | $3.04M | 0.05% | −63,022−49.3% | Reduced |
| Martingale Asset Management L P | 65,317 | $3.06M | 0.07% | +11,548+21.5% | Added |
| Panagora Asset Management Inc | 65,649 | $3.08M | 0.01% | +1,596+2.5% | Added |
| Millennium Management LLC | 69,875 | $3.28M | 0.00% | −22,797−24.6% | Reduced |
| Russell Investments Group, Ltd. | 78,646 | $3.69M | 0.00% | −24,198−23.5% | Reduced |
| Bank of New York Mellon Corp | 79,830 | $3.75M | 0.00% | −889−1.1% | Reduced |
| Goldman Sachs Group Inc | 80,568 | $3.78M | 0.00% | −49,305−38.0% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 86,330 | $4.05M | 0.01% | −7,267−7.8% | Reduced |
| Empowered Funds, LLC | 86,995 | $4.08M | 0.02% | +6,253+7.7% | Added |
| Zacks Investment Management | 91,697 | $4.30M | 0.03% | +6,708+7.9% | Added |
| JPMorgan Chase & Co | 94,236 | $4.44M | 0.00% | −181−0.2% | Reduced |
| Banc Funds Co LLC | 97,626 | $4.58M | 0.76% | −52,461−35.0% | Reduced |
| Vanguard Fiduciary Trust Co | 99,332 | $4.66M | 0.00% | +4,798+5.1% | Added |
| Nuveen, LLC | 112,734 | $5.29M | 0.00% | +15,800+16.3% | Added |
| Charles Schwab Investment Management Inc | 123,934 | $5.81M | 0.00% | +2,279+1.9% | Added |
| Alliancebernstein L.P. | 151,894 | $5.94M | 0.00% | +1,040+0.7% | Added |
| Vanguard Portfolio Management LLC | 130,914 | $6.14M | 0.00% | +18,740+16.7% | Added |
| North Reef Capital Management LP | 137,089 | $6.43M | 0.25% | +10.0% | Added |
| Bridgeway Capital Management, LLC | 143,495 | $6.73M | 0.12% | +6,253+4.6% | Added |
| Renaissance Technologies LLC | 147,181 | $6.91M | 0.01% | −5,093−3.3% | Reduced |
| Stieven Capital Advisors, L.P. | 147,534 | $6.92M | 1.32% | +300+0.2% | Added |
| Northern Trust Corp | 152,895 | $7.17M | 0.00% | +8,349+5.8% | Added |
| Basswood Capital Management, L.L.C. | 180,329 | $8.46M | 0.36% | +10,589+6.2% | Added |
| Morgan Stanley | 182,854 | $8.58M | 0.00% | +11,899+7.0% | Added |
| CSM Advisors, LLC | 184,035 | $8.64M | 0.18% | +12,860+7.5% | Added |
| Two Sigma Investments, LP | 188,433 | $8.84M | 0.01% | +18,549+10.9% | Added |
| Salzhauer Michael | 211,013 | $9.90M | 3.64% | −1,657−0.8% | Reduced |
| Cravens & Co Advisors, LLC | 220,400 | $10.3M | 6.94% | −300.0% | Reduced |
| First Eagle Investment Management, LLC | 319,339 | $15.0M | 0.02% | +95,300+42.5% | Added |
| Acadian Asset Management LLC | 346,492 | $16.3M | 0.02% | +62,313+21.9% | Added |
| Geode Capital Management, LLC | 381,419 | $17.9M | 0.00% | +26,058+7.3% | Added |
| Private Capital Management, LLC | 432,512 | $20.3M | 1.84% | +4,365+1.0% | Added |
| American Century Companies Inc | 448,667 | $21.1M | 0.01% | +76,854+20.7% | Added |
| State Street Corp | 457,060 | $21.4M | 0.00% | +16,528+3.8% | Added |
| Wellington Management Group LLP | 594,386 | $27.9M | 0.00% | −80,961−12.0% | Reduced |
| Vanguard Capital Management LLC | 679,819 | $31.9M | 0.00% | −598−0.1% | Reduced |
| Dimensional Fund Advisors LP | 836,086 | $39.2M | 0.01% | −3020.0% | Reduced |
| BlackRock, Inc. | 1,468,195 | $68.9M | 0.00% | +183,638+14.3% | Added |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −45,701−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −10,766−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −8,830−100.0% | Sold out |
| Polymer Capital Management (US) LLC | 0 | $0 | 0.00% | −7,907−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −6,479−100.0% | Sold out |
| Tennessee Valley Asset Management Partners | 0 | $0 | 0.00% | −6,261−100.0% | Sold out |
| VARCOV Co. | 0 | $0 | 0.00% | −6,193−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −5,284−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −5,267−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −679−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −221−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −93−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| CWM, LLC | – | – | – | – | Not filed |