SmartfinancialSMBK
13F holders, Q1 2024 (March 31)102holders
3famous investors
$21.31avg. 13F price*
At the end of Q1 2024, 102 institutions reported holding Smartfinancial Inc. (SMBK) in their 13F filings. The largest holders were BlackRock Inc. ($28.9M), Vanguard Group Inc. ($16.6M) and Dimensional Fund Advisors LP ($14.0M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Smartfinancial Inc.
- CUSIP
- 83190L208
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $1.4M |
| Exits | 9 | $1.9M |
Ownership 102 holders
| BlackRock Inc. | 0.00% | Reduce -2.8% | 1,373,003 | $28.9M |
| Vanguard Group Inc. | 0.00% | Add +2.5% | 789,233 | $16.6M |
| Dimensional Fund Advisors LP | 0.00% | Add +6.4% | 664,740 | $14.0M |
| Cravens & Co Advisors, LLC | 11.33% | No change | 647,584 | $13.6M |
| Private Capital Management, LLC | 1.38% | Reduce -0.8% | 578,245 | $12.2M |
| Banc Funds Co. LLC | 1.29% | Reduce -5.5% | 541,148 | $11.4M |
| State Street Corp. | 0.00% | Add +2.1% | 332,241 | $7.0M |
| Geode Capital Management, LLC | 0.00% | Add +4.0% | 321,625 | $6.8M |
| Alliancebernstein L.P. | 0.00% | No change | 250,335 | $5.3M |
| Salzhauer Michael | 4.12% | Add +5.5% | 243,467 | $5.1M |
| Deprince Race & Zollo Inc. | 0.09% | Add +3.2% | 196,153 | $4.1M |
| Bridgeway Capital Management, LLC | 0.08% | Add +2.5% | 179,437 | $3.8M |
| American Century Companies Inc. | 0.00% | Add +29.1% | 157,168 | $3.3M |
| Foundry Partners, LLC | 0.17% | Add +41.7% | 150,870 | $3.2M |
| Elizabeth Park Capital Advisors, Ltd. | 2.58% | Reduce -0.3% | 147,649 | $3.1M |
| Northern Trust Corp. | 0.00% | Reduce -1.2% | 145,599 | $3.1M |
| Renaissance Technologies | 0.00% | Add +0.1% | 138,774 | $2.9M |
| Russell Investments Group, Ltd. | 0.00% | Add +23.7% | 130,361 | $2.7M |
| Mendon Capital Advisors Corp. | 1.21% | Reduce -98.5% | 1,143 | $2.1M |
| Curi Capital, LLC | 0.05% | Add +32.7% | 99,525 | $2.1M |
| Wellington Management Group LLP | 0.00% | Reduce -15.1% | 93,574 | $2.0M |
| Bank of New York Mellon Corp | 0.00% | Reduce -3.7% | 92,211 | $1.9M |
| Morgan Stanley | 0.00% | Add +2.3% | 67,291 | $1.4M |
| JPMorgan Chase & Co. | 0.00% | Add +17.3% | 66,749 | $1.4M |
| Stifel Financial Corp. | 0.00% | No change | 61,000 | $1.3M |
| Empowered Funds, LLC | 0.02% | Add +8.0% | 59,437 | $1.3M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -10.0% | 53,297 | $1.1M |
| Citadel Advisors | 0.00% | Add +69.6% | 48,762 | $1.0M |
| Regions Financial Corp. | 0.01% | No change | 46,139 | $972K |
| LBMC Investment Advisors, LLC | 0.08% | No change | 44,298 | $933K |
| Nuveen Asset Management, LLC | 0.00% | No change | 43,949 | $926K |
| Crescent Grove Advisors, LLC | 0.09% | No change | 42,573 | $897K |
| Charles Schwab Investment Management Inc. | 0.00% | No change | 42,466 | $895K |
| Invesco Ltd. | 0.00% | Add +0.5% | 41,218 | $868K |
| Pinnacle Financial Partners Inc | 0.02% | No change | 36,763 | $775K |
| Ascent Wealth Partners, LLC | 0.11% | No change | 35,280 | $743K |
| Patriot Investment Management Group, Inc. | 0.06% | No change | 34,938 | $736K |
| SlateStone Wealth, LLC | 0.07% | Add +1.5% | 33,927 | $715K |
| Panagora Asset Management Inc. | 0.00% | Reduce -4.4% | 33,666 | $709K |
| Captrust Financial Advisors | 0.00% | Add +250.0% | 32,541 | $686K |
| Forest Hill Capital, LLC | 0.56% | Reduce -68.3% | 30,632 | $645K |
| Brandywine Global Investment Management, LLC | 0.00% | Reduce -0.6% | 30,610 | $645K |
| Millennium Management | 0.00% | New | 30,592 | $645K |
| Martingale Asset Management L P | 0.01% | Add +99.7% | 29,178 | $615K |
| Swiss National Bank | 0.00% | No change | 28,547 | $601K |
| Caldwell Sutter Capital, Inc. | 0.29% | No change | 28,431 | $599K |
| Two Sigma Advisers, LP | 0.00% | Add +17.2% | 26,600 | $560K |
| Barclays PLC | 0.00% | Reduce -29.9% | 25,290 | $533K |
| Victory Capital Management Inc. | 0.00% | Add +7.3% | 25,000 | $527K |
| Two Sigma Investments, LP | 0.00% | Reduce -5.0% | 24,774 | $522K |
| Rhumbline Advisers | 0.00% | Add +2.9% | 23,786 | $501K |
| BNP Paribas Financial Markets | 0.00% | Add +429.0% | 23,688 | $499K |
| UBS Group AG | 0.00% | Reduce -10.7% | 20,582 | $434K |
| Truist Financial Corp. | 0.00% | Add +0.3% | 20,535 | $433K |
| STRS Ohio | 0.00% | Reduce -6.0% | 20,400 | $429K |
| Trexquant Investment LP | 0.01% | New | 20,254 | $427K |
| Equitable Trust Co. | 0.02% | No change | 16,525 | $348K |
| Silver Oak Securities, Incorporated | 0.05% | No change | 16,018 | $337K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 15,941 | $336K |
| California State Teachers Retirement System | 0.00% | Reduce -5.8% | 14,505 | $306K |
| Aptus Capital Advisors, LLC | 0.01% | No change | 14,450 | $304K |
| Bailard, Inc. | 0.01% | No change | 13,653 | $288K |
| Acadian Asset Management LLC | 0.00% | New | 12,972 | $271K |
| Tennessee Valley Asset Management Partners | 0.06% | Reduce -0.0% | 12,296 | $259K |
| Royal Bank of Canada | 0.00% | Reduce -27.4% | 11,855 | $249K |
| Credit Suisse AG/ | 0.00% | No change | 11,802 | $249K |
| Brooks, Moore & Associates, Inc. | 0.16% | Add +1.4% | 11,609 | $245K |
| Evergreen Advisors, LLC | 0.07% | Add +0.4% | 11,608 | $245K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +12.1% | 11,042 | $233K |
| Qube Research & Technologies Ltd | 0.00% | Add +245.3% | 10,476 | $221K |
| Janus Henderson Group PLC | 0.00% | Reduce -38.3% | 9,798 | $206K |
| Deutsche Bank AG | 0.00% | No change | 9,542 | $201K |
| Legal & General Group Plc | 0.00% | No change | 9,361 | $197K |
| Bank of America Corp. | 0.00% | Reduce -52.9% | 8,920 | $188K |
| MetLife Investment Management, LLC | 0.00% | No change | 8,657 | $182K |
| American International Group, Inc. | 0.00% | Reduce -0.8% | 7,814 | $165K |
| New York State Common Retirement Fund | 0.00% | Reduce -0.1% | 7,433 | $157K |
| SG Americas Securities, LLC | 0.00% | Reduce -34.4% | 5,845 | $123K |
| Wells Fargo & Company | 0.00% | Add +14.8% | 5,595 | $118K |
| HHM Wealth Advisors, LLC | 0.02% | Reduce -4.3% | 5,293 | $112K |
| Citigroup Inc. | 0.00% | Add +34.4% | 3,371 | $71K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -11.4% | 2,635 | $56K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 1,564 | $33K |
| Proffitt & Goodson Inc. | 0.01% | No change | 1,429 | $30K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 1,200 | $25K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 1,000 | $21K |
| Metropolitan Life Insurance Co | 0.00% | No change | 887 | $19K |
| PNC Financial Services Group, Inc. | 0.00% | Add +405.2% | 682 | $14K |
| FinTrust Capital Advisors, LLC | 0.00% | No change | 659 | $14K |
| CANADA LIFE ASSURANCE Co | 0.00% | No change | 588 | $12K |
| Amalgamated Bank | 0.00% | Reduce -60.9% | 544 | $11K |
| Cwm, LLC | 0.00% | Reduce -10.3% | 533 | $11K |
| Naples Money Management LLC | 0.01% | No change | 470 | $10K |
| Meeder Asset Management Inc. | 0.00% | New | 457 | $10K |
| FMR LLC | 0.00% | Add +178.1% | 356 | $8K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -55.5% | 339 | $7K |
| Huntington National Bank | 0.00% | Add +462.5% | 270 | $6K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | No change | 250 | $5K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 13 | $274 |
| Avior Wealth Management, LLC | 0.00% | New | 2 | $42 |
| Macquarie Group Ltd. | 0.00% | New | 1,261 | $27 |
| Covestor Ltd | 0.00% | Reduce -83.3% | 4 | $0 |
"% of holder's portfolio" is SMBK's weight in each manager's 13F, not the share of Smartfinancial Inc. the manager owns.