SmartFinancial (SMBK) Institutional Ownership

$52.11 +0.56 (+1.09%)

Closing price 09/11/2026 03:58 PM Eastern

Extended Trading

$54.00 +1.89 (+3.63%)

As of 09/11/2026 07:50 PM Eastern

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Current Institutional Ownership Percentage: 58.78%
Number of Institutional Buyers (last 12 months): 66
Total Institutional Inflows (last 12 months): $50.40M

Number of Institutional Sellers (last 12 months): 47
Total Institutional Outflows (last 12 months): $21.95M

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SMBK Institutional Buying and Selling by Quarter

SmartFinancial Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
9/9/2026	Sequoia Financial Advisors LLC	7,915	$371K	0.0%	N/A	0.046%
9/9/2026	Engineers Gate Manager LP	6,570	$308K	0.0%	+17.7%	0.038%
9/9/2026	NewEdge Advisors LLC	17,140	$804K	0.0%	-41.8%	0.100%
9/9/2026	Squarepoint Ops LLC	15,439	$724K	0.0%	+106.6%	0.090%
8/24/2026	California State Teachers Retirement System	10,041	$471K	0.0%	+1,111.2%	0.059%
8/19/2026	Wellington Management Group LLP	594,386	$27.89M	0.0%	-12.0%	3.476%
8/18/2026	Public Employees Retirement System of Ohio	995	$47K	0.0%	N/A	0.006%
8/6/2026	Bank of New York Mellon Corp	79,830	$3.75M	0.0%	N/A	0.467%
6/3/2026	NewEdge Advisors LLC	29,429	$1.15M	0.0%	+10.4%	0.172%
5/19/2026	Bank of America Corp DE	47,443	$1.85M	0.0%	+147.6%	0.277%
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5/18/2026	Empowered Funds LLC	80,742	$3.16M	0.0%	-7.2%	0.472%
5/16/2026	Quantinno Capital Management LP	20,794	$813K	0.0%	+90.3%	0.122%
5/15/2026	North Reef Capital Management LP	137,088	$5.36M	0.2%	+1.6%	0.802%
5/14/2026	Renaissance Technologies LLC	152,274	$5.95M	0.0%	-14.6%	0.891%
5/13/2026	First Trust Advisors LP	46,590	$1.82M	0.0%	+0.6%	0.272%
5/8/2026	PNC Financial Services Group Inc.	2,708	$106K	0.0%	+13.2%	0.016%
5/7/2026	Dimensional Fund Advisors LP	836,388	$32.69M	0.0%	-0.3%	4.892%
5/5/2026	Bank of New York Mellon Corp	80,719	$3.15M	0.0%	+14.9%	0.472%
5/5/2026	Hillsdale Investment Management Inc.	8,830	$345K	0.0%	+3,739.1%	0.052%
5/4/2026	Principal Financial Group Inc.	18,124	$708K	0.0%	N/A	0.106%
4/30/2026	Equitable Trust Co.	11,475	$448K	0.0%	+2.2%	0.067%
4/27/2026	Y Intercept Hong Kong Ltd	20,275	$792K	0.0%	N/A	0.119%
4/24/2026	Deprince Race & Zollo Inc.	127,724	$4.99M	0.1%	-3.3%	0.747%
4/23/2026	Inspire Investing LLC	13,061	$510K	0.0%	+3.1%	0.076%
4/22/2026	1492 Capital Management LLC	6,901	$270K	0.1%	N/A	0.040%
4/17/2026	AGP Franklin LLC	11,706	$457K	0.2%	N/A	0.068%
4/16/2026	SG Americas Securities LLC	13,785	$539K	0.0%	-60.2%	0.081%
3/20/2026	Hsbc Holdings PLC	22,325	$825K	0.0%	+176.1%	0.131%
2/19/2026	Invesco Ltd.	24,466	$905K	0.0%	-7.0%	0.144%
2/18/2026	NewEdge Advisors LLC	26,651	$986K	0.0%	+107.9%	0.157%
2/18/2026	Empowered Funds LLC	86,967	$3.22M	0.0%	+10.6%	0.511%
2/18/2026	Zacks Investment Management	78,575	$2.91M	0.0%	+2.1%	0.461%
2/18/2026	Wellington Management Group LLP	728,151	$26.93M	0.0%	+12.5%	4.276%
2/18/2026	Susquehanna Portfolio Strategies LLC	9,545	$353K	0.0%	-15.9%	0.056%
2/18/2026	Tudor Investment Corp ET AL	46,075	$1.70M	0.0%	+127.3%	0.271%
2/18/2026	Polymer Capital Management US LLC	9,336	$345K	0.0%	N/A	0.055%
2/18/2026	Private Capital Management LLC	475,601	$17.59M	1.6%	-10.9%	2.793%
2/18/2026	Occudo Quantitative Strategies LP	8,805	$326K	0.0%	+51.2%	0.052%
2/18/2026	Millennium Management LLC	83,402	$3.09M	0.0%	+117.4%	0.490%
2/18/2026	Elizabeth Park Capital Advisors Ltd.	73,891	$2.73M	2.3%	-8.6%	0.434%
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2/18/2026	Bridgeway Capital Management LLC	143,467	$5.31M	0.1%	+6.2%	0.843%
2/17/2026	AQR Capital Management LLC	47,159	$1.74M	0.0%	-3.1%	0.277%
2/17/2026	North Reef Capital Management LP	134,871	$4.99M	0.2%	+59.5%	0.792%
2/17/2026	Price T Rowe Associates Inc. MD	8,674	$321K	0.0%	+13.1%	0.051%
2/17/2026	Russell Investments Group Ltd.	100,369	$3.71M	0.0%	+6.3%	0.589%
2/17/2026	State of Wisconsin Investment Board	9,484	$351K	0.0%	N/A	0.056%
2/17/2026	Kemnay Advisory Services Inc.	664	$25K	0.0%	N/A	0.004%
2/16/2026	Barclays PLC	34,384	$1.27M	0.0%	+18.5%	0.202%
2/13/2026	Marshall Wace LLP	30,786	$1.14M	0.0%	+436.5%	0.181%
2/13/2026	Stifel Financial Corp	49,543	$1.83M	0.0%	-10.5%	0.291%
2/13/2026	First Trust Advisors LP	46,310	$1.71M	0.0%	+2.5%	0.272%
2/13/2026	Charles Schwab Investment Management Inc.	121,286	$4.49M	0.0%	+0.9%	0.712%
2/13/2026	Police & Firemen s Retirement System of New Jersey	3,518	$130K	0.0%	-22.6%	0.021%
2/13/2026	State Street Corp	329,811	$12.20M	0.0%	-4.2%	1.937%
2/13/2026	Martingale Asset Management L P	43,895	$1.62M	0.0%	-19.4%	0.258%
2/13/2026	Wells Fargo & Company MN	16,236	$601K	0.0%	+50.8%	0.095%
2/12/2026	Jane Street Group LLC	59,264	$2.19M	0.0%	+143.5%	0.348%
2/12/2026	HRT Financial LP	19,566	$723K	0.0%	+63.0%	0.115%
2/12/2026	Lbmc Investment Advisors LLC	23,048	$853K	0.1%	-47.5%	0.135%
2/12/2026	Renaissance Technologies LLC	178,374	$6.60M	0.0%	+3.2%	1.048%
2/12/2026	Dimensional Fund Advisors LP	838,797	$31.03M	0.0%	+0.3%	4.926%
2/12/2026	Nuveen LLC	125,081	$4.63M	0.0%	+25.9%	0.735%
2/11/2026	CSM Advisors LLC	172,230	$6.37M	0.2%	+0.1%	1.011%
2/11/2026	Empowered Funds LLC	86,967	$3.22M	0.0%	+10.6%	0.511%
2/11/2026	Franklin Resources Inc.	16,267	$602K	0.0%	+64.3%	0.096%
2/11/2026	Brandywine Global Investment Management LLC	24,559	$908K	0.0%	-3.2%	0.144%
2/11/2026	JPMorgan Chase & Co.	93,307	$3.45M	0.0%	+41.5%	0.548%
2/11/2026	Los Angeles Capital Management LLC	39,803	$1.40M	0.0%	-7.5%	0.234%
2/10/2026	Goldman Sachs Group Inc.	163,240	$6.04M	0.0%	+55.9%	0.959%
2/9/2026	Geode Capital Management LLC	338,194	$12.51M	0.0%	-0.5%	1.986%
2/6/2026	EverSource Wealth Advisors LLC	769	$28K	0.0%	-48.7%	0.005%
2/6/2026	Stieven Capital Advisors L.P.	147,734	$5.47M	1.0%	-0.2%	0.868%
2/6/2026	Algebris UK Ltd.	58,316	$2.16M	0.1%	N/A	0.342%
2/5/2026	Evergreen Advisors LLC	11,812	$437K	0.1%	N/A	0.069%
2/4/2026	Bailard Inc.	21,200	$784K	0.0%	+3.3%	0.125%
2/4/2026	First Eagle Investment Management LLC	152,167	$5.63M	0.0%	+375.5%	0.894%
2/3/2026	Equitable Trust Co.	11,225	$415K	0.0%	-9.1%	0.066%
2/2/2026	Truist Financial Corp	14,344	$531K	0.0%	-25.8%	0.084%
2/2/2026	Strs Ohio	15,800	$584K	0.0%	-4.8%	0.093%
1/30/2026	R Squared Ltd	8,875	$328K	0.2%	-47.3%	0.052%
1/28/2026	Rather & Kittrell Inc.	19,232	$711K	0.1%	-2.4%	0.113%
1/23/2026	State of Alaska Department of Revenue	2,105	$77K	0.0%	+209.1%	0.012%
1/23/2026	Deprince Race & Zollo Inc.	132,067	$4.89M	0.1%	+14.1%	0.776%
1/20/2026	Harbor Capital Advisors Inc.	5,860	$217K	0.0%	+5.8%	0.034%
1/15/2026	LeConte Wealth Management LLC	20,322	$752K	0.5%	+4.3%	0.119%
1/9/2026	SG Americas Securities LLC	34,607	$1.28M	0.0%	+801.7%	0.203%
1/1/2026	JPMorgan Chase & Co.	65,927	$2.36M	0.0%	-11.1%	0.387%
1/1/2026	Tudor Investment Corp ET AL	20,267	$724K	0.0%	N/A	0.119%
12/9/2025	Tudor Investment Corp ET AL	20,267	$724K	0.0%	N/A	0.119%
11/17/2025	Kestra Private Wealth Services LLC	6,488	$232K	0.0%	N/A	0.038%
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11/17/2025	NewEdge Advisors LLC	12,817	$458K	0.0%	-3.2%	0.075%
11/17/2025	Virtus Advisers LLC	4,163	$149K	0.1%	N/A	0.024%
11/17/2025	Private Capital Management LLC	533,816	$19.07M	1.7%	-0.7%	3.135%
11/17/2025	Qube Research & Technologies Ltd	63,519	$2.27M	0.0%	+134.9%	0.373%
11/17/2025	PMC FIG Opportunities LLC	23,124	$826K	1.2%	-59.4%	0.136%
11/17/2025	North Reef Capital Management LP	84,570	$3.02M	0.1%	+83.4%	0.497%
11/17/2025	Millennium Management LLC	38,363	$1.37M	0.0%	-3.8%	0.225%
11/17/2025	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	6,679	$239K	0.0%	-16.1%	0.039%
11/17/2025	CSM Advisors LLC	171,980	$6.14M	0.2%	-3.2%	1.010%
11/17/2025	Bank of America Corp DE	15,142	$541K	0.0%	-11.2%	0.089%

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 ($27.89M), 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 116 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 1,340,917 shares in the last 24 months. This purchase volume represents approximately $50.40M in transactions.

Of the 47 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: Wellington Management Group LLP ($80.96K), Private Capital Management LLC ($61.85K), Cravens & Co Advisors LLC ($59.24K), Hillsdale Investment Management Inc. ($57.55K), PMC FIG Opportunities LLC ($33.82K), Boothbay Fund Management LLC ($29.03K), and Renaissance Technologies LLC ($26.10K).

Institutional investors have sold a total of 574,615 shares in the last 24 months. This volume of shares sold represents approximately $21.95M in transactions.

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Institutional ownership data for NASDAQ:SMBK is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/9/2026. New 13F filings are added each quarter as they're published.

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SmartFinancial (SMBK) Institutional Ownership

SMBK Institutional Buying and Selling by Quarter

SmartFinancial Major Shareholders & Ownership History

SMBK Institutional Ownership - Frequently Asked Questions

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SmartFinancial (SMBK) Institutional Ownership

Institutional Ownership Changes (13F Filings) for SmartFinancial (NASDAQ:SMBK)

SMBK Institutional Buying and Selling by Quarter

SmartFinancial Major Shareholders & Ownership History

SMBK Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SMBK shares?

What percentage of SmartFinancial's stock is owned by institutional investors?

Which institutional investors have been buying SmartFinancial's stock?

How much institutional buying is happening at SmartFinancial?

Which of SmartFinancial's major shareholders have been selling company stock?

How much institutional selling is happening at SmartFinancial?

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