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SmartFinancial (SMBK) Institutional Ownership

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$33.69 +0.03 (+0.09%)
As of 03:57 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)
70
Total
Institutional Inflows
(last 12 months)
$51.74M
Number of
Institutional Sellers
(last 12 months)
39
Total
Institutional Outflows
(last 12 months)
$24.86M
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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
6/27/2025Goldman Sachs Group Inc.104,914$3.26M0.0%-10.6%0.616%
6/3/2025Inspire Investing LLC11,066$344K0.0%-14.0%0.065%
5/29/2025Rhumbline Advisers23,017$715K0.0%-4.3%0.135%
5/28/2025Strs Ohio17,200$535K0.0%N/A0.101%
5/21/2025Acadian Asset Management LLC156,591$4.87M0.0%+6.2%0.920%
5/19/2025Jane Street Group LLC42,385$1.32M0.0%+263.2%0.249%
5/16/2025Empowered Funds LLC65,709$2.04M0.0%-7.0%0.386%
5/16/2025Goldman Sachs Group Inc.104,914$3.26M0.0%-10.6%0.616%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.9,481$295K0.0%+4.3%0.056%
5/16/2025Bridgeway Capital Management LLC122,209$3.80M0.1%-3.9%0.718%
5/16/2025AQR Capital Management LLC51,972$1.62M0.0%+150.9%0.305%
5/15/2025Cubist Systematic Strategies LLC7,785$242K0.0%-42.4%0.046%
5/15/2025Royal Bank of Canada13,565$422K0.0%-11.1%0.080%
5/15/2025Panagora Asset Management Inc.50,942$1.58M0.0%+51.8%0.299%
5/15/2025Trexquant Investment LP30,767$956K0.0%+2.5%0.181%
5/15/2025Elizabeth Park Capital Advisors Ltd.113,446$3.53M3.2%-11.1%0.667%
5/14/2025Wealth Preservation Advisors LLC6,945$216K0.2%N/A0.041%
5/14/2025Virtus Advisers LLC4,163$129K0.2%N/A0.024%
5/14/2025Northwestern Mutual Wealth Management Co.1,949$61K0.0%N/A0.011%
5/14/2025Martingale Asset Management L P57,438$1.79M0.0%+7.9%0.338%
5/14/2025Wellington Management Group LLP420,975$13.08M0.0%-3.8%2.474%
5/13/2025LeConte Wealth Management LLC19,372$602K0.4%N/A0.114%
5/13/2025American Century Companies Inc.276,458$8.59M0.0%+0.5%1.625%
5/13/2025Brandywine Global Investment Management LLC26,659$829K0.0%-3.6%0.157%
5/13/2025Persistent Asset Partners Ltd13,479$419K0.4%-9.6%0.079%
5/13/2025Russell Investments Group Ltd.99,641$3.10M0.0%-23.5%0.586%
5/12/2025Nuveen LLC70,650$2.20M0.0%N/A0.415%
5/12/2025Invesco Ltd.25,086$780K0.0%-9.7%0.147%
5/12/2025Connor Clark & Lunn Investment Management Ltd.87,634$2.72M0.0%+45.9%0.515%
5/9/2025Vanguard Group Inc.794,867$24.70M0.0%-2.8%4.671%
5/9/2025PNC Financial Services Group Inc.1,805$56K0.0%-18.0%0.011%
5/8/2025SlateStone Wealth LLC29,427$915K0.1%-12.0%0.173%
5/7/2025Equitable Trust Co.11,285$351K0.0%-23.2%0.066%
5/5/2025Foundry Partners LLC183,160$5.69M0.3%-0.6%1.076%
5/2/2025Bailard Inc.12,415$386K0.0%N/A0.073%
5/2/2025Victory Capital Management Inc.33,450$1.04M0.0%-2.2%0.197%
5/1/2025CWM LLC2,489$77K0.0%+282.9%0.015%
5/1/2025Stieven Capital Advisors L.P.147,634$4.59M0.9%-1.7%0.868%
4/29/2025Bank of New York Mellon Corp75,474$2.35M0.0%-2.9%0.443%
4/23/2025Salzhauer Michael239,139$7.43M3.0%+0.1%1.405%
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4/14/2025Harbor Capital Advisors Inc.5,004$156K0.0%+2,389.6%0.029%
4/9/2025Lbmc Investment Advisors LLC43,865$1.36M0.1%-1.0%0.258%
4/8/2025Rhumbline Advisers23,017$715K0.0%-4.3%0.135%
4/7/2025GAMMA Investing LLC2,145$69K0.0%+19,400.0%0.013%
3/24/2025Wellington Management Group LLP437,793$13.56M0.0%+28.6%2.573%
2/17/2025Virtus Investment Advisers Inc.4,000$124K0.1%N/A0.024%
2/17/2025Squarepoint Ops LLC8,948$277K0.0%N/A0.053%
2/17/2025Two Sigma Advisers LP20,400$632K0.0%+22.2%0.120%
2/17/2025Two Sigma Investments LP30,938$958K0.0%+91.8%0.183%
2/17/2025Private Capital Management LLC522,676$16.19M1.7%-6.3%3.087%
2/17/2025Millennium Management LLC60,255$1.87M0.0%+281.7%0.356%
2/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.9,091$282K0.0%+4.4%0.054%
2/17/2025Deprince Race & Zollo Inc.185,137$5.74M0.1%-7.3%1.094%
2/17/2025Cubist Systematic Strategies LLC13,515$419K0.0%N/A0.080%
2/17/2025Bridgeway Capital Management LLC127,177$3.94M0.1%+2.7%0.751%
2/17/2025Captrust Financial Advisors31,023$961K0.0%-2.9%0.183%
2/17/2025Bank of America Corp DE17,824$552K0.0%+41.3%0.105%
2/17/2025BNP Paribas Financial Markets1,868$58K0.0%-46.6%0.011%
2/17/2025Aptus Capital Advisors LLC7,506$233K0.0%-48.2%0.044%
2/14/2025Jane Street Group LLC11,670$362K0.0%-21.8%0.069%
2/14/2025Northern Trust Corp128,581$3.98M0.0%-1.3%0.760%
2/14/2025Aquatic Capital Management LLC3,353$104K0.0%N/A0.020%
2/14/2025Boothbay Fund Management LLC88,206$2.73M0.1%+4.3%0.521%
2/14/2025Stifel Financial Corp55,343$1.72M0.0%-9.3%0.327%
2/14/2025Tower Research Capital LLC TRC1,538$48K0.0%+269.7%0.009%
2/14/2025Dimensional Fund Advisors LP758,069$23.49M0.0%+4.5%4.478%
2/14/2025Banc Funds Co. LLC362,433$11.23M1.2%-29.6%2.141%
2/13/2025Cravens & Co Advisors LLC448,357$13.89M10.6%-0.7%2.648%
2/13/2025EAM Investors LLC18,694$579K0.1%N/A0.110%
2/13/2025Barclays PLC26,095$808K0.0%+14.2%0.154%
2/13/2025Raymond James Financial Inc.18,716$580K0.0%N/A0.111%
2/13/2025Martingale Asset Management L P53,238$1.65M0.0%+81.2%0.314%
2/13/2025Invesco Ltd.27,796$861K0.0%+16.7%0.164%
2/13/2025Russell Investments Group Ltd.130,194$4.03M0.0%-15.7%0.769%
2/13/2025Wells Fargo & Company MN9,331$289K0.0%+27.8%0.055%
2/12/2025Foundry Partners LLC184,260$5.71M0.3%-0.2%1.088%
2/12/2025ExodusPoint Capital Management LP12,000$372K0.0%N/A0.071%
2/12/2025Trexquant Investment LP30,026$930K0.0%+1.8%0.177%
2/12/2025Geode Capital Management LLC333,418$10.33M0.0%-0.6%1.969%
2/12/2025Franklin Resources Inc.9,900$307K0.0%N/A0.058%
2/12/2025Alliancebernstein L.P.208,193$6.45M0.0%+0.6%1.230%
2/12/2025Wellington Management Group LLP437,793$13.56M0.0%+28.6%2.586%
2/12/2025Brandywine Global Investment Management LLC27,668$857K0.0%-3.5%0.163%
2/12/2025Arrowstreet Capital Limited Partnership40,285$1.25M0.0%+173.3%0.238%
2/12/2025JPMorgan Chase & Co.75,527$2.34M0.0%+130.6%0.446%
2/11/2025Corebridge Financial Inc.7,905$245K0.0%-7.0%0.047%
2/11/2025Vanguard Group Inc.818,072$25.34M0.0%-4.5%4.832%
2/11/2025Hillsdale Investment Management Inc.120,029$3.72M0.2%N/A0.709%
2/11/2025American Century Companies Inc.274,947$8.52M0.0%+17.1%1.624%
2/10/2025Connor Clark & Lunn Investment Management Ltd.60,048$1.86M0.0%+423.4%0.355%
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2/6/2025Raymond James Financial Inc.18,716$580K0.0%N/A0.111%
2/6/2025Proficio Capital Partners LLC29,586$917K0.0%N/A0.175%
2/6/2025Victory Capital Management Inc.34,200$1.06M0.0%+7.4%0.202%
2/6/2025Charles Schwab Investment Management Inc.44,448$1.38M0.0%+1.3%0.263%
2/5/2025Private Capital Management LLC557,745$16.25M3.2%-2.6%3.294%
2/5/2025Proficio Capital Partners LLC29,586$917K0.0%N/A0.175%
2/4/2025Bank of New York Mellon Corp77,745$2.41M0.0%-7.5%0.459%
2/3/2025Pinnacle Financial Partners Inc21,763$674K0.0%-40.8%0.129%
1/30/2025Stieven 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%
(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 SmartFinancial's institutional investors.

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

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

Which institutional investors have been buying SmartFinancial's stock?

Of the 81 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 ($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 1,740,453 shares in the last 24 months. This purchase volume represents approximately $51.74M in transactions.

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

Of the 39 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: Cravens & Co Advisors LLC ($199.23K), Banc Funds Co. LLC ($198.47K), Vanguard Group Inc. ($61.78K), Private Capital Management LLC ($54.95K), Russell Investments Group Ltd. ($54.75K), Curi RMB Capital LLC ($40.52K), and Elizabeth Park Capital Advisors Ltd. ($34.20K).

How much institutional selling is happening at SmartFinancial?

Institutional investors have sold a total of 830,215 shares in the last 24 months. This volume of shares sold represents approximately $24.86M in transactions.


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This page (NASDAQ:SMBK) was last updated on 6/30/2025 by MarketBeat.com Staff
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