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SmartFinancial (SMBK) Institutional Ownership

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$40.64 +0.25 (+0.61%)
As of 03:50 PM Eastern
This is a fair market value price provided by Massive. Learn more.
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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)
83
Total
Institutional Inflows
(last 12 months)
$60.49M
Number of
Institutional Sellers
(last 12 months)
62
Total
Institutional Outflows
(last 12 months)
$22.56M
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Skip Chart & View Institutional Buying and Selling Data

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
5/13/2026First Trust Advisors LP46,590$1.82M0.0%+0.6%0.272%
5/8/2026 PNC Financial Services Group Inc.2,708$106K0.0%+13.2%0.016%
5/7/2026 Dimensional Fund Advisors LP836,388$32.69M0.0%-0.3%4.892%
5/5/2026 Bank of New York Mellon Corp80,719$3.15M0.0%+14.9%0.472%
5/5/2026 Hillsdale Investment Management Inc.8,830$345K0.0%+3,739.1%0.052%
5/4/2026 Principal Financial Group Inc.18,124$708K0.0%N/A0.106%
4/30/2026 Equitable Trust Co.11,475$448K0.0%+2.2%0.067%
4/27/2026 Y Intercept Hong Kong Ltd20,275$792K0.0%N/A0.119%
4/24/2026 Deprince Race & Zollo Inc.127,724$4.99M0.1%-3.3%0.747%
4/23/2026 Inspire Investing LLC13,061$510K0.0%+3.1%0.076%
4/22/2026 1492 Capital Management LLC6,901$270K0.1%N/A0.040%
4/17/2026 AGP Franklin LLC11,706$457K0.2%N/A0.068%
4/16/2026 SG Americas Securities LLC13,785$539K0.0%-60.2%0.081%
3/20/2026 Hsbc Holdings PLC22,325$825K0.0%+176.1%0.131%
2/19/2026 Invesco Ltd.24,466$905K0.0%-7.0%0.144%
2/18/2026NewEdge Advisors LLC26,651$986K0.0%+107.9%0.157%
2/18/2026Empowered Funds LLC86,967$3.22M0.0%+10.6%0.511%
2/18/2026Zacks Investment Management78,575$2.91M0.0%+2.1%0.461%
2/18/2026Wellington Management Group LLP728,151$26.93M0.0%+12.5%4.276%
2/18/2026Susquehanna Portfolio Strategies LLC9,545$353K0.0%-15.9%0.056%
2/18/2026Tudor Investment Corp ET AL46,075$1.70M0.0%+127.3%0.271%
2/18/2026Polymer Capital Management US LLC9,336$345K0.0%N/A0.055%
2/18/2026Private Capital Management LLC475,601$17.59M1.6%-10.9%2.793%
2/18/2026Occudo Quantitative Strategies LP8,805$326K0.0%+51.2%0.052%
2/18/2026Millennium Management LLC83,402$3.09M0.0%+117.4%0.490%
2/18/2026Elizabeth Park Capital Advisors Ltd.73,891$2.73M2.3%-8.6%0.434%
2/18/2026Bridgeway Capital Management LLC143,467$5.31M0.1%+6.2%0.843%
2/17/2026AQR Capital Management LLC47,159$1.74M0.0%-3.1%0.277%
2/17/2026North Reef Capital Management LP134,871$4.99M0.2%+59.5%0.792%
2/17/2026Price T Rowe Associates Inc. MD8,674$321K0.0%+13.1%0.051%
2/17/2026 Russell Investments Group Ltd.100,369$3.71M0.0%+6.3%0.589%
2/17/2026State of Wisconsin Investment Board9,484$351K0.0%N/A0.056%
2/17/2026Kemnay Advisory Services Inc.664$25K0.0%N/A0.004%
2/16/2026Barclays PLC34,384$1.27M0.0%+18.5%0.202%
2/13/2026Marshall Wace LLP30,786$1.14M0.0%+436.5%0.181%
2/13/2026 Stifel Financial Corp49,543$1.83M0.0%-10.5%0.291%
2/13/2026First Trust Advisors LP46,310$1.71M0.0%+2.5%0.272%
2/13/2026Charles Schwab Investment Management Inc.121,286$4.49M0.0%+0.9%0.712%
2/13/2026 Police & Firemen s Retirement System of New Jersey3,518$130K0.0%-22.6%0.021%
2/13/2026State Street Corp329,811$12.20M0.0%-4.2%1.937%
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2/13/2026Martingale Asset Management L P43,895$1.62M0.0%-19.4%0.258%
2/13/2026 Wells Fargo & Company MN16,236$601K0.0%+50.8%0.095%
2/12/2026 Jane Street Group LLC59,264$2.19M0.0%+143.5%0.348%
2/12/2026HRT Financial LP19,566$723K0.0%+63.0%0.115%
2/12/2026Lbmc Investment Advisors LLC23,048$853K0.1%-47.5%0.135%
2/12/2026Renaissance Technologies LLC178,374$6.60M0.0%+3.2%1.048%
2/12/2026 Dimensional Fund Advisors LP838,797$31.03M0.0%+0.3%4.926%
2/12/2026 Nuveen LLC125,081$4.63M0.0%+25.9%0.735%
2/11/2026CSM Advisors LLC172,230$6.37M0.2%+0.1%1.011%
2/11/2026Empowered Funds LLC86,967$3.22M0.0%+10.6%0.511%
2/11/2026Franklin Resources Inc.16,267$602K0.0%+64.3%0.096%
2/11/2026Brandywine Global Investment Management LLC24,559$908K0.0%-3.2%0.144%
2/11/2026JPMorgan Chase & Co.93,307$3.45M0.0%+41.5%0.548%
2/11/2026 Los Angeles Capital Management LLC39,803$1.40M0.0%-7.5%0.234%
2/10/2026Goldman Sachs Group Inc.163,240$6.04M0.0%+55.9%0.959%
2/9/2026Geode Capital Management LLC338,194$12.51M0.0%-0.5%1.986%
2/6/2026EverSource Wealth Advisors LLC769$28K0.0%-48.7%0.005%
2/6/2026Stieven Capital Advisors L.P.147,734$5.47M1.0%-0.2%0.868%
2/6/2026Algebris UK Ltd.58,316$2.16M0.1%N/A0.342%
2/5/2026 Evergreen Advisors LLC11,812$437K0.1%N/A0.069%
2/4/2026 Bailard Inc.21,200$784K0.0%+3.3%0.125%
2/4/2026 First Eagle Investment Management LLC152,167$5.63M0.0%+375.5%0.894%
2/3/2026 Equitable Trust Co.11,225$415K0.0%-9.1%0.066%
2/2/2026 Truist Financial Corp14,344$531K0.0%-25.8%0.084%
2/2/2026 Strs Ohio15,800$584K0.0%-4.8%0.093%
1/30/2026 R Squared Ltd8,875$328K0.2%-47.3%0.052%
1/28/2026 Rather & Kittrell Inc.19,232$711K0.1%-2.4%0.113%
1/23/2026 State of Alaska Department of Revenue2,105$77K0.0%+209.1%0.012%
1/23/2026 Deprince Race & Zollo Inc.132,067$4.89M0.1%+14.1%0.776%
1/20/2026 Harbor Capital Advisors Inc.5,860$217K0.0%+5.8%0.034%
1/15/2026 LeConte Wealth Management LLC20,322$752K0.5%+4.3%0.119%
1/9/2026 SG Americas Securities LLC34,607$1.28M0.0%+801.7%0.203%
1/1/2026JPMorgan Chase & Co.65,927$2.36M0.0%-11.1%0.387%
1/1/2026Tudor Investment Corp ET AL20,267$724K0.0%N/A0.119%
12/9/2025Tudor Investment Corp ET AL20,267$724K0.0%N/A0.119%
11/17/2025 Kestra Private Wealth Services LLC6,488$232K0.0%N/A0.038%
11/17/2025NewEdge Advisors LLC12,817$458K0.0%-3.2%0.075%
11/17/2025Virtus Advisers LLC4,163$149K0.1%N/A0.024%
11/17/2025Private Capital Management LLC533,816$19.07M1.7%-0.7%3.135%
11/17/2025Qube Research & Technologies Ltd63,519$2.27M0.0%+134.9%0.373%
11/17/2025PMC FIG Opportunities LLC23,124$826K1.2%-59.4%0.136%
11/17/2025North Reef Capital Management LP84,570$3.02M0.1%+83.4%0.497%
11/17/2025Millennium Management LLC38,363$1.37M0.0%-3.8%0.225%
11/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.6,679$239K0.0%-16.1%0.039%
11/17/2025CSM Advisors LLC171,980$6.14M0.2%-3.2%1.010%
11/17/2025Bank of America Corp DE15,142$541K0.0%-11.2%0.089%
11/17/2025Boothbay Fund Management LLC44,391$1.59M0.0%-39.5%0.261%
11/17/2025Aquatic Capital Management LLC1,371$49K0.0%-71.0%0.008%
11/17/2025Alliancebernstein L.P.168,434$6.02M0.0%-8.4%0.989%
11/14/2025 Creative Planning23,825$851K0.0%+8.8%0.140%
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11/14/2025Zacks Investment Management76,990$2.75M0.0%+21.1%0.452%
11/14/2025Occudo Quantitative Strategies LP5,825$208K0.0%-5.1%0.034%
11/14/2025Bridgeway Capital Management LLC135,113$4.83M0.1%+5.9%0.794%
11/14/2025Wellington Management Group LLP647,512$23.14M0.0%+11.1%3.804%
11/13/2025 BNP Paribas Financial Markets10,029$358K0.0%+47.6%0.059%
11/13/2025 Russell Investments Group Ltd.94,461$3.38M0.0%+7.9%0.555%
11/13/2025First Trust Advisors LP45,167$1.61M0.0%N/A0.265%
11/12/2025Barclays PLC29,026$1.04M0.0%-4.5%0.171%
11/12/2025 Dimensional Fund Advisors LP836,529$29.89M0.0%+1.9%4.915%
11/12/2025 First Eagle Investment Management LLC32,000$1.14M0.0%N/A0.188%


SMBK Institutional Ownership - Frequently Asked Questions

During the previous two years, 139 institutional investors and hedge funds held shares of SmartFinancial. The most heavily invested institutionals were Dimensional Fund Advisors LP ($32.69M), Vanguard Group Inc. ($30.26M), Wellington Management Group LLP ($26.93M), Private Capital Management LLC ($17.59M), Geode Capital Management LLC ($12.51M), State Street Corp ($12.20M), and Banc Funds Co. LLC ($11.23M).Learn more on SmartFinancial's institutional investors.

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

Of the 114 institutional investors that purchased SmartFinancial's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Wellington Management Group LLP ($479.21K), CSM Advisors LLC ($177.84K), Hillsdale Investment Management Inc. ($164.83K), Stieven Capital Advisors L.P. ($154.13K), First Eagle Investment Management LLC ($152.17K), Connor Clark & Lunn Investment Management Ltd. ($103.84K), and Nuveen LLC ($96.42K).

Institutional investors have bought a total of 1,697,557 shares in the last 24 months. This purchase volume represents approximately $60.49M in transactions.

Of the 61 institutional investors that sold SmartFinancial's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Private Capital Management LLC ($61.85K), Cravens & Co Advisors LLC ($59.24K), Hillsdale Investment Management Inc. ($57.55K), Elizabeth Park Capital Advisors Ltd. ($53.76K), PMC FIG Opportunities LLC ($33.82K), JPMorgan Chase & Co. ($32.41K), and Boothbay Fund Management LLC ($29.03K).

Institutional investors have sold a total of 639,501 shares in the last 24 months. This volume of shares sold represents approximately $22.56M in transactions.


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This page (NASDAQ:SMBK) was last updated on 5/14/2026 by MarketBeat.com Staff.
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