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SmartFinancial (SMBK) Institutional Ownership

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$31.35 -0.85 (-2.64%)
Closing price 03:59 PM Eastern
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$31.35 0.00 (0.00%)
As of 04:04 PM Eastern
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Institutional Ownership Changes (13F Filings) for SmartFinancial (NASDAQ:SMBK)

Current
Institutional Ownership
Percentage
58.78%
Number of
Institutional Buyers
(last 12 months)
69
Total
Institutional Inflows
(last 12 months)
$51.21M
Number of
Institutional Sellers
(last 12 months)
39
Total
Institutional Outflows
(last 12 months)
$24.38M
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SMBK Institutional Buying and Selling by Quarter

SmartFinancial Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/21/2025Acadian Asset Management LLC156,591$4.87M0.0%+6.2%0.920%
5/19/2025 Jane Street Group LLC42,385$1.32M0.0%+263.2%0.249%
5/16/2025 Empowered Funds LLC65,709$2.04M0.0%-7.0%0.386%
5/16/2025 Goldman Sachs Group Inc.104,914$3.26M0.0%-10.6%0.616%
5/16/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.9,481$295K0.0%+4.3%0.056%
5/16/2025 Bridgeway Capital Management LLC122,209$3.80M0.1%-3.9%0.718%
5/16/2025 AQR Capital Management LLC51,972$1.62M0.0%+150.9%0.305%
5/15/2025 Cubist Systematic Strategies LLC7,785$242K0.0%-42.4%0.046%
5/15/2025 Royal Bank of Canada13,565$422K0.0%-11.1%0.080%
5/15/2025 Panagora Asset Management Inc.50,942$1.58M0.0%+51.8%0.299%
5/15/2025 Trexquant Investment LP30,767$956K0.0%+2.5%0.181%
5/15/2025 Elizabeth Park Capital Advisors Ltd.113,446$3.53M3.2%-11.1%0.667%
5/14/2025 Wealth Preservation Advisors LLC6,945$216K0.2%N/A0.041%
5/14/2025 Virtus Advisers LLC4,163$129K0.2%N/A0.024%
5/14/2025 Northwestern Mutual Wealth Management Co.1,949$61K0.0%N/A0.011%
5/14/2025 Martingale Asset Management L P57,438$1.79M0.0%+7.9%0.338%
5/14/2025 Wellington Management Group LLP420,975$13.08M0.0%-3.8%2.474%
5/13/2025 LeConte Wealth Management LLC19,372$602K0.4%N/A0.114%
5/13/2025 American Century Companies Inc.276,458$8.59M0.0%+0.5%1.625%
5/13/2025 Brandywine Global Investment Management LLC26,659$829K0.0%-3.6%0.157%
5/13/2025 Persistent Asset Partners Ltd13,479$419K0.4%-9.6%0.079%
5/13/2025 Russell Investments Group Ltd.99,641$3.10M0.0%-23.5%0.586%
5/12/2025 Nuveen LLC70,650$2.20M0.0%N/A0.415%
5/12/2025 Invesco Ltd.25,086$780K0.0%-9.7%0.147%
5/12/2025 Connor Clark & Lunn Investment Management Ltd.87,634$2.72M0.0%+45.9%0.515%
5/9/2025 Vanguard Group Inc.794,867$24.70M0.0%-2.8%4.671%
5/9/2025 PNC Financial Services Group Inc.1,805$56K0.0%-18.0%0.011%
5/8/2025 SlateStone Wealth LLC29,427$915K0.1%-12.0%0.173%
5/7/2025Equitable Trust Co.11,285$351K0.0%-23.2%0.066%
5/5/2025 Foundry Partners LLC183,160$5.69M0.3%-0.6%1.076%
5/2/2025 Bailard Inc.12,415$386K0.0%N/A0.073%
5/2/2025 Victory Capital Management Inc.33,450$1.04M0.0%-2.2%0.197%
5/1/2025 CWM LLC2,489$77K0.0%+282.9%0.015%
5/1/2025 Stieven Capital Advisors L.P.147,634$4.59M0.9%-1.7%0.868%
4/29/2025 Bank of New York Mellon Corp75,474$2.35M0.0%-2.9%0.443%
4/23/2025 Salzhauer Michael239,139$7.43M3.0%+0.1%1.405%
4/14/2025 Harbor Capital Advisors Inc.5,004$156K0.0%+2,389.6%0.029%
4/9/2025 Lbmc Investment Advisors LLC43,865$1.36M0.1%-1.0%0.258%
4/8/2025 Rhumbline Advisers23,017$715K0.0%-4.3%0.135%
4/7/2025 GAMMA Investing LLC2,145$69K0.0%+19,400.0%0.013%
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3/24/2025 Wellington Management Group LLP437,793$13.56M0.0%+28.6%2.573%
2/17/2025 Virtus Investment Advisers Inc.4,000$124K0.1%N/A0.024%
2/17/2025 Squarepoint Ops LLC8,948$277K0.0%N/A0.053%
2/17/2025 Two Sigma Advisers LP20,400$632K0.0%+22.2%0.120%
2/17/2025 Two Sigma Investments LP30,938$958K0.0%+91.8%0.183%
2/17/2025 Private Capital Management LLC522,676$16.19M1.7%-6.3%3.087%
2/17/2025 Millennium Management LLC60,255$1.87M0.0%+281.7%0.356%
2/17/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.9,091$282K0.0%+4.4%0.054%
2/17/2025 Deprince Race & Zollo Inc.185,137$5.74M0.1%-7.3%1.094%
2/17/2025 Cubist Systematic Strategies LLC13,515$419K0.0%N/A0.080%
2/17/2025 Bridgeway Capital Management LLC127,177$3.94M0.1%+2.7%0.751%
2/17/2025 Captrust Financial Advisors31,023$961K0.0%-2.9%0.183%
2/17/2025 Bank of America Corp DE17,824$552K0.0%+41.3%0.105%
2/17/2025 BNP Paribas Financial Markets1,868$58K0.0%-46.6%0.011%
2/17/2025 Aptus Capital Advisors LLC7,506$233K0.0%-48.2%0.044%
2/14/2025 Jane Street Group LLC11,670$362K0.0%-21.8%0.069%
2/14/2025 Northern Trust Corp128,581$3.98M0.0%-1.3%0.760%
2/14/2025 Aquatic Capital Management LLC3,353$104K0.0%N/A0.020%
2/14/2025 Boothbay Fund Management LLC88,206$2.73M0.1%+4.3%0.521%
2/14/2025 Stifel Financial Corp55,343$1.72M0.0%-9.3%0.327%
2/14/2025 Tower Research Capital LLC TRC1,538$48K0.0%+269.7%0.009%
2/14/2025 Dimensional Fund Advisors LP758,069$23.49M0.0%+4.5%4.478%
2/14/2025 Banc Funds Co. LLC362,433$11.23M1.2%-29.6%2.141%
2/13/2025 Cravens & Co Advisors LLC448,357$13.89M10.6%-0.7%2.648%
2/13/2025 EAM Investors LLC18,694$579K0.1%N/A0.110%
2/13/2025 Barclays PLC26,095$808K0.0%+14.2%0.154%
2/13/2025 Raymond James Financial Inc.18,716$580K0.0%N/A0.111%
2/13/2025 Martingale Asset Management L P53,238$1.65M0.0%+81.2%0.314%
2/13/2025 Invesco Ltd.27,796$861K0.0%+16.7%0.164%
2/13/2025 Russell Investments Group Ltd.130,194$4.03M0.0%-15.7%0.769%
2/13/2025 Wells Fargo & Company MN9,331$289K0.0%+27.8%0.055%
2/12/2025 Foundry Partners LLC184,260$5.71M0.3%-0.2%1.088%
2/12/2025 ExodusPoint Capital Management LP12,000$372K0.0%N/A0.071%
2/12/2025 Trexquant Investment LP30,026$930K0.0%+1.8%0.177%
2/12/2025 Geode Capital Management LLC333,418$10.33M0.0%-0.6%1.969%
2/12/2025 Franklin Resources Inc.9,900$307K0.0%N/A0.058%
2/12/2025 Alliancebernstein L.P.208,193$6.45M0.0%+0.6%1.230%
2/12/2025 Wellington Management Group LLP437,793$13.56M0.0%+28.6%2.586%
2/12/2025 Brandywine Global Investment Management LLC27,668$857K0.0%-3.5%0.163%
2/12/2025 Arrowstreet Capital Limited Partnership40,285$1.25M0.0%+173.3%0.238%
2/12/2025 JPMorgan Chase & Co.75,527$2.34M0.0%+130.6%0.446%
2/11/2025 Corebridge Financial Inc.7,905$245K0.0%-7.0%0.047%
2/11/2025 Vanguard Group Inc.818,072$25.34M0.0%-4.5%4.832%
2/11/2025 Hillsdale Investment Management Inc.120,029$3.72M0.2%N/A0.709%
2/11/2025 American Century Companies Inc.274,947$8.52M0.0%+17.1%1.624%
2/10/2025 Connor Clark & Lunn Investment Management Ltd.60,048$1.86M0.0%+423.4%0.355%
2/6/2025 Raymond James Financial Inc.18,716$580K0.0%N/A0.111%
2/6/2025 Proficio Capital Partners LLC29,586$917K0.0%N/A0.175%
2/6/2025 Victory Capital Management Inc.34,200$1.06M0.0%+7.4%0.202%
2/6/2025 Charles Schwab Investment Management Inc.44,448$1.38M0.0%+1.3%0.263%
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2/5/2025 Private Capital Management LLC557,745$16.25M3.2%-2.6%3.294%
2/5/2025 Proficio Capital Partners LLC29,586$917K0.0%N/A0.175%
2/4/2025 Bank of New York Mellon Corp77,745$2.41M0.0%-7.5%0.459%
2/3/2025 Pinnacle Financial Partners Inc21,763$674K0.0%-40.8%0.129%
1/30/2025 Stieven Capital Advisors L.P.150,234$4.65M0.8%-2.5%0.887%
1/29/2025Equitable Trust Co.14,700$455K0.0%-11.0%0.087%
1/28/2025 Empowered Funds LLC70,677$2.19M0.0%+5.0%0.417%
1/27/2025 Welch Group LLC6,499$202K0.0%N/A0.038%
1/23/2025Ridgepath Capital Management LLC6,526$202K0.1%N/A0.039%
1/22/2025 Stonegate Investment Group LLC11,342$351K0.0%N/A0.067%
(Data available from 1/1/2016 forward)

SMBK Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SMBK shares?

During the previous two years, 106 institutional investors and hedge funds held shares of SmartFinancial. The most heavily invested institutionals were Vanguard Group Inc. ($24.70M), Dimensional Fund Advisors LP ($23.49M), Private Capital Management LLC ($16.19M), Cravens & Co Advisors LLC ($13.89M), Wellington Management Group LLP ($13.08M), Banc Funds Co. LLC ($11.23M), and Geode Capital Management LLC ($10.33M).Learn more on SMBK's institutional investors.

What percentage of SmartFinancial stock is owned by institutional investors?

58.78% of SmartFinancial stock is owned by institutional investors. Learn more on SMBK's institutional investor holdings.

Which institutional investors have been buying SmartFinancial stock?

Of the 82 institutional investors that purchased SmartFinancial stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Wellington Management Group LLP ($333.76K), Stieven Capital Advisors L.P. ($154.13K), Mendon Capital Advisors Corp ($142.30K), Hillsdale Investment Management Inc. ($120.03K), Foundry Partners LLC ($112.94K), Connor Clark & Lunn Investment Management Ltd. ($87.63K), and Nuveen LLC ($70.65K).

How much institutional buying is happening at SmartFinancial?

Institutional investors have bought a total of 2,197,726 shares in the last 24 months. This purchase volume represents approximately $61.85M in transactions.

Which SmartFinancial major shareholders have been selling company stock?

Of the 52 institutional investors that sold SmartFinancial stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Cravens & Co Advisors LLC ($278.41K), Banc Funds Co. LLC ($198.47K), Forest Hill Capital LLC ($135.21K), Private Capital Management LLC ($72.00K), Foundry Partners LLC ($69.12K), Vanguard Group Inc. ($61.78K), and Russell Investments Group Ltd. ($54.75K).

How much institutional selling is happening at SmartFinancial?

Institutional investors have sold a total of 1,221,490 shares in the last 24 months. This volume of shares sold represents approximately $33.85M in transactions.


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This page (NASDAQ:SMBK) was last updated on 5/21/2025 by MarketBeat.com Staff
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