SmartfinancialSMBK
13F holders, Q2 2024 (June 30)103holders +1
12new positions
12sold out
2famous investors
$23.67avg. 13F price*
At the end of Q2 2024, 103 institutions reported holding Smartfinancial Inc. (SMBK) in their 13F filings, up 1 from Q1 2024. 12 opened new positions and 12 sold out. The largest holders were BlackRock Inc. ($32.3M), Vanguard Group Inc. ($19.1M) and Dimensional Fund Advisors LP ($16.6M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $8.1M |
| Exits | 12 | $3.2M |
All 13F filers, Q1 2024 → Q2 2024: 726,722 shares bought and 439,977 shares sold, net +286,745 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 103 holders
| BlackRock Inc. | 0.00% | Reduce -0.5% | 1,365,601 | $32.3M |
| Vanguard Group Inc. | 0.00% | Add +2.0% | 804,968 | $19.1M |
| Dimensional Fund Advisors LP | 0.00% | Add +5.3% | 699,794 | $16.6M |
| Cravens & Co Advisors, LLC | 11.35% | Reduce -0.3% | 645,965 | $15.3M |
| Private Capital Management, LLC | 1.61% | Reduce -1.0% | 572,670 | $13.6M |
| Banc Funds Co. LLC | 1.57% | Add +3.6% | 560,898 | $13.3M |
| Geode Capital Management, LLC | 0.00% | Add +3.9% | 334,194 | $7.9M |
| State Street Corp. | 0.00% | Reduce -2.0% | 325,524 | $7.7M |
| Alliancebernstein L.P. | 0.00% | Add +0.2% | 250,813 | $5.9M |
| Kennedy Capital Management LLC | 0.12% | New | 244,373 | $5.8M |
| Salzhauer Michael | 4.66% | Add +0.1% | 243,789 | $5.8M |
| Wellington Management Group LLP | 0.00% | Add +115.2% | 201,409 | $4.8M |
| Deprince Race & Zollo Inc. | 0.11% | Add +2.3% | 200,565 | $4.7M |
| American Century Companies Inc. | 0.00% | Add +16.9% | 183,751 | $4.3M |
| Foundry Partners, LLC | 0.19% | Reduce -1.3% | 148,990 | $3.5M |
| Renaissance Technologies | 0.01% | Add +1.1% | 140,274 | $3.3M |
| Northern Trust Corp. | 0.00% | Reduce -11.0% | 129,522 | $3.1M |
| Elizabeth Park Capital Advisors, Ltd. | 2.62% | Reduce -13.6% | 127,649 | $3.0M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -4.7% | 124,222 | $2.9M |
| Bridgeway Capital Management, LLC | 0.07% | Reduce -32.9% | 120,437 | $2.9M |
| Bank of New York Mellon Corp | 0.00% | Add +4.1% | 96,021 | $2.3M |
| Mendon Capital Advisors Corp. | 0.98% | Add +5760.9% | 66,990 | $1.6M |
| Curi Capital, LLC | 0.04% | Reduce -32.7% | 66,990 | $1.6M |
| Empowered Funds, LLC | 0.03% | Add +7.6% | 63,937 | $1.5M |
| Stifel Financial Corp. | 0.00% | No change | 61,000 | $1.4M |
| Morgan Stanley | 0.00% | Reduce -10.8% | 60,054 | $1.4M |
| Goldman Sachs Group Inc. | 0.00% | Add +7.5% | 57,308 | $1.4M |
| Nuveen Asset Management, LLC | 0.00% | Add +26.3% | 55,489 | $1.3M |
| Acadian Asset Management LLC | 0.00% | Add +320.7% | 54,574 | $1.3M |
| Regions Financial Corp. | 0.01% | No change | 46,139 | $1.1M |
| LBMC Investment Advisors, LLC | 0.09% | No change | 44,298 | $1.0M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +3.4% | 43,895 | $1.0M |
| Invesco Ltd. | 0.00% | Reduce -4.1% | 39,536 | $936K |
| Boothbay Fund Management, LLC | 0.03% | New | 37,273 | $882K |
| Pinnacle Financial Partners Inc | 0.02% | No change | 36,763 | $870K |
| JPMorgan Chase & Co. | 0.00% | Reduce -45.8% | 36,149 | $856K |
| Crescent Grove Advisors, LLC | 0.09% | Reduce -17.6% | 35,073 | $830K |
| Patriot Investment Management Group, Inc. | 0.06% | No change | 34,938 | $827K |
| Martingale Asset Management L P | 0.02% | Add +17.7% | 34,338 | $813K |
| Panagora Asset Management Inc. | 0.00% | No change | 33,666 | $797K |
| SlateStone Wealth, LLC | 0.09% | Reduce -1.5% | 33,427 | $791K |
| Captrust Financial Advisors | 0.00% | Add +0.6% | 32,735 | $775K |
| Forest Hill Capital, LLC | 0.60% | No change | 30,632 | $725K |
| Victory Capital Management Inc. | 0.00% | Add +22.0% | 30,500 | $722K |
| Brandywine Global Investment Management, LLC | 0.01% | Reduce -4.0% | 29,376 | $695K |
| Caldwell Sutter Capital, Inc. | 0.33% | No change | 28,431 | $673K |
| Rhumbline Advisers | 0.00% | Add +1.5% | 24,147 | $572K |
| PMC FIG Opportunities LLC | 0.81% | New | 22,727 | $538K |
| STRS Ohio | 0.00% | Add +11.3% | 22,700 | $537K |
| Two Sigma Advisers, LP | 0.00% | Reduce -18.1% | 21,800 | $516K |
| BNP Paribas Financial Markets | 0.00% | Reduce -12.8% | 20,660 | $489K |
| Truist Financial Corp. | 0.00% | Add +0.3% | 20,593 | $487K |
| Trexquant Investment LP | 0.01% | Add +0.3% | 20,321 | $481K |
| Equitable Trust Co. | 0.03% | No change | 16,525 | $391K |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.8% | 16,072 | $380K |
| Silver Oak Securities, Incorporated | 0.06% | No change | 16,018 | $379K |
| Two Sigma Investments, LP | 0.00% | Reduce -38.0% | 15,353 | $363K |
| Aptus Capital Advisors, LLC | 0.01% | No change | 14,450 | $342K |
| Jane Street Group, LLC | 0.00% | New | 13,958 | $330K |
| Millennium Management | 0.00% | Reduce -54.5% | 13,911 | $329K |
| Bailard, Inc. | 0.01% | No change | 13,653 | $323K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +17.8% | 13,004 | $308K |
| Royal Bank of Canada | 0.00% | Add +9.7% | 13,005 | $307K |
| Barclays PLC | 0.00% | Reduce -49.4% | 12,793 | $303K |
| Bank of America Corp. | 0.00% | Add +30.9% | 11,677 | $276K |
| Evergreen Advisors, LLC | 0.08% | Add +0.3% | 11,648 | $276K |
| Brooks, Moore & Associates, Inc. | 0.18% | No change | 11,609 | $275K |
| Gsa Capital Partners LLP | 0.02% | New | 10,078 | $239K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -5.2% | 9,935 | $235K |
| MetLife Investment Management, LLC | 0.00% | Add +10.3% | 9,544 | $226K |
| Deutsche Bank AG | 0.00% | No change | 9,542 | $226K |
| Corebridge Financial, Inc. | 0.00% | — | 8,554 | $202K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | — | 8,135 | $193K |
| UBS Group AG | 0.00% | Reduce -61.4% | 7,938 | $188K |
| EntryPoint Capital, LLC | 0.09% | New | 7,830 | $185K |
| New York State Common Retirement Fund | 0.00% | Add +0.0% | 7,434 | $176K |
| Wells Fargo & Company | 0.00% | Add +24.9% | 6,986 | $165K |
| Citigroup Inc. | 0.00% | Add +76.2% | 5,938 | $141K |
| HHM Wealth Advisors, LLC | 0.02% | Add +6.2% | 5,619 | $133K |
| Osaic Holdings, Inc. | 0.00% | New | 4,265 | $101K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +532.7% | 2,145 | $51K |
| PNC Financial Services Group, Inc. | 0.00% | Add +166.7% | 1,819 | $43K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 1,564 | $37K |
| Proffitt & Goodson Inc. | 0.01% | No change | 1,429 | $34K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -47.4% | 1,385 | $33K |
| Legal & General Group Plc | 0.00% | Reduce -86.1% | 1,297 | $31K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 1,200 | $28K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 1,000 | $28K |
| California State Teachers Retirement System | 0.00% | Reduce -92.1% | 1,152 | $27K |
| FMR LLC | 0.00% | Add +202.8% | 1,078 | $26K |
| FinTrust Capital Advisors, LLC | 0.00% | No change | 659 | $16K |
| Amalgamated Bank | 0.00% | No change | 544 | $13K |
| Naples Money Management LLC | 0.01% | No change | 470 | $11K |
| Cwm, LLC | 0.00% | Reduce -41.3% | 313 | $7K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | No change | 250 | $6K |
| Arax Advisory Partners | 0.00% | New | 192 | $5K |
| Quadrant Capital Group LLC | 0.00% | New | 190 | $4K |
| Lindbrook Capital, LLC | 0.00% | New | 134 | $3K |
| Signaturefd, LLC | 0.00% | New | 131 | $3K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +238.5% | 44 | $1K |
"% of holder's portfolio" is SMBK's weight in each manager's 13F, not the share of Smartfinancial Inc. the manager owns.