SmartfinancialSMBK
13F holders, Q3 2024 (September 30)116holders +13
19new positions
6sold out
3famous investors
$29.14avg. 13F price*
At the end of Q3 2024, 116 institutions reported holding Smartfinancial Inc. (SMBK) in their 13F filings, up 13 from Q2 2024. 19 opened new positions and 6 sold out. The largest holders were BlackRock, Inc. ($40.6M), Vanguard Group Inc. ($25.0M) and Dimensional Fund Advisors LP ($21.1M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Smartfinancial Inc.
- CUSIP
- 83190L208
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $8.4M |
| Exits | 6 | $1.4M |
All 13F filers, Q2 2024 → Q3 2024: 872,505 shares bought and 577,839 shares sold, net +294,666 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 116 holders
| BlackRock, Inc. | 0.00% | — | 1,392,202 | $40.6M |
| Vanguard Group Inc. | 0.00% | Add +6.4% | 856,648 | $25.0M |
| Dimensional Fund Advisors LP | 0.01% | Add +3.7% | 725,651 | $21.1M |
| Private Capital Management, LLC | 1.78% | Reduce -2.6% | 557,745 | $16.3M |
| Banc Funds Co. LLC | 1.63% | Reduce -8.2% | 514,713 | $15.0M |
| Cravens & Co Advisors, LLC | 10.16% | Reduce -30.1% | 451,492 | $13.2M |
| Wellington Management Group LLP | 0.00% | Add +69.0% | 340,418 | $9.9M |
| State Street Corp. | 0.00% | Add +3.3% | 336,147 | $9.8M |
| Geode Capital Management, LLC | 0.00% | Add +0.4% | 335,501 | $9.8M |
| Salzhauer Michael | 4.42% | Reduce -2.0% | 238,789 | $7.0M |
| American Century Companies Inc. | 0.00% | Add +27.8% | 234,843 | $6.8M |
| Alliancebernstein L.P. | 0.00% | Reduce -17.5% | 206,963 | $6.0M |
| Deprince Race & Zollo Inc. | 0.11% | Reduce -0.4% | 199,726 | $5.8M |
| Kennedy Capital Management LLC | 0.12% | Reduce -21.3% | 192,345 | $5.6M |
| Foundry Partners, LLC | 0.27% | Add +23.9% | 184,555 | $5.4M |
| Russell Investments Group, Ltd. | 0.01% | Add +24.3% | 154,389 | $4.5M |
| Stieven Capital Advisors, L.P. | 0.85% | New | 154,134 | $4.5M |
| Renaissance Technologies | 0.01% | Reduce -0.7% | 139,274 | $4.1M |
| Northern Trust Corp. | 0.00% | Add +0.6% | 130,282 | $3.8M |
| Elizabeth Park Capital Advisors, Ltd. | 3.00% | No change | 127,649 | $3.7M |
| Bridgeway Capital Management, LLC | 0.08% | Add +2.8% | 123,787 | $3.6M |
| Morgan Stanley | 0.00% | Add +72.4% | 103,539 | $3.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +72.3% | 98,771 | $2.9M |
| Acadian Asset Management LLC | 0.01% | Add +80.1% | 98,282 | $2.9M |
| Boothbay Fund Management, LLC | 0.08% | Add +126.8% | 84,531 | $2.5M |
| Bank of New York Mellon Corp | 0.00% | Reduce -12.5% | 84,055 | $2.4M |
| Empowered Funds, LLC | 0.03% | Add +5.2% | 67,287 | $2.0M |
| Stifel Financial Corp. | 0.00% | No change | 61,000 | $1.8M |
| Regions Financial Corp. | 0.01% | No change | 46,139 | $1.3M |
| LBMC Investment Advisors, LLC | 0.10% | No change | 44,298 | $1.3M |
| Nuveen Asset Management, LLC | 0.00% | Reduce -20.8% | 43,949 | $1.3M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +0.0% | 43,898 | $1.3M |
| PMC FIG Opportunities LLC | 1.82% | Add +78.1% | 40,469 | $1.2M |
| Pinnacle Financial Partners Inc | 0.02% | No change | 36,763 | $1.1M |
| Crescent Grove Advisors, LLC | 0.10% | No change | 35,073 | $1.0M |
| Patriot Investment Management Group, Inc. | 0.07% | No change | 34,938 | $1.0M |
| SlateStone Wealth, LLC | 0.09% | No change | 33,427 | $974K |
| Panagora Asset Management Inc. | 0.00% | Reduce -1.6% | 33,140 | $966K |
| JPMorgan Chase & Co. | 0.00% | Reduce -9.4% | 32,756 | $955K |
| Captrust Financial Advisors | 0.00% | Reduce -2.4% | 31,939 | $931K |
| Victory Capital Management Inc. | 0.00% | Add +4.4% | 31,849 | $928K |
| Trexquant Investment LP | 0.01% | Add +45.1% | 29,483 | $859K |
| Martingale Asset Management L P | 0.02% | Reduce -14.4% | 29,386 | $856K |
| Brandywine Global Investment Management, LLC | 0.01% | Reduce -2.4% | 28,668 | $849K |
| Caldwell Sutter Capital, Inc. | 0.39% | No change | 28,431 | $828K |
| Mendon Capital Advisors Corp. | 0.50% | Reduce -60.5% | 26,469 | $771K |
| Curi Capital, LLC | 0.02% | Reduce -60.5% | 26,469 | $771K |
| Rhumbline Advisers | 0.00% | Reduce -0.8% | 23,946 | $698K |
| Invesco Ltd. | 0.00% | Reduce -39.8% | 23,817 | $694K |
| Barclays PLC | 0.00% | Add +78.6% | 22,848 | $666K |
| Rather & Kittrell, Inc. | 0.16% | New | 22,028 | $642K |
| STRS Ohio | 0.00% | Reduce -13.2% | 19,700 | $574K |
| Truist Financial Corp. | 0.00% | Reduce -7.0% | 19,154 | $558K |
| Two Sigma Advisers, LP | 0.00% | Reduce -23.4% | 16,700 | $487K |
| Equitable Trust Co. | 0.03% | No change | 16,525 | $482K |
| Two Sigma Investments, LP | 0.00% | Add +5.0% | 16,128 | $470K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -0.8% | 15,941 | $465K |
| Millennium Management | 0.00% | Add +13.5% | 15,788 | $460K |
| Silver Oak Securities, Incorporated | 0.05% | No change | 16,018 | $459K |
| Jane Street Group, LLC | 0.00% | Add +6.9% | 14,925 | $435K |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 14,742 | $430K |
| Aptus Capital Advisors, LLC | 0.01% | Add +0.3% | 14,490 | $422K |
| Inspire Investing, LLC | 0.04% | New | 14,252 | $415K |
| Bailard, Inc. | 0.01% | No change | 13,653 | $398K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +4.8% | 13,625 | $397K |
| Creative Planning | 0.00% | New | 13,519 | $394K |
| Royal Bank of Canada | 0.00% | Reduce -0.7% | 12,909 | $376K |
| Waverly Advisors, LLC | 0.01% | New | 12,757 | $372K |
| Bank of America Corp. | 0.00% | Add +8.1% | 12,618 | $368K |
| Citigroup Inc. | 0.00% | Add +105.9% | 12,229 | $356K |
| Evergreen Advisors, LLC | 0.09% | Add +0.3% | 11,680 | $340K |
| Brooks, Moore & Associates, Inc. | 0.20% | No change | 11,609 | $338K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | New | 11,472 | $334K |
| UBS Group AG | 0.00% | Add +26.0% | 10,005 | $292K |
| MetLife Investment Management, LLC | 0.00% | No change | 9,544 | $278K |
| Deutsche Bank AG | 0.00% | No change | 9,542 | $278K |
| XTX Topco Ltd | 0.02% | New | 9,333 | $272K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +7.1% | 8,711 | $254K |
| Corebridge Financial, Inc. | 0.00% | Reduce -0.6% | 8,501 | $248K |
| CAP Partners, LLC | 0.17% | New | 7,910 | $230K |
| Jacobs Levy Equity Management, Inc. | 0.00% | New | 7,770 | $226K |
| Wells Fargo & Company | 0.00% | Add +4.5% | 7,300 | $213K |
| Citadel Advisors | 0.00% | New | 7,207 | $210K |
| Voya Investment Management LLC | 0.00% | New | 6,960 | $203K |
| New York State Common Retirement Fund | 0.00% | Reduce -12.1% | 6,534 | $190K |
| SG Americas Securities, LLC | 0.00% | New | 5,521 | $161K |
| HHM Wealth Advisors, LLC | 0.02% | Reduce -10.0% | 5,057 | $147K |
| Osaic Holdings, Inc. | 0.00% | Add +0.3% | 4,276 | $125K |
| BNP Paribas Financial Markets | 0.00% | Reduce -83.1% | 3,499 | $102K |
| PNC Financial Services Group, Inc. | 0.00% | Add +32.9% | 2,417 | $70K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 1,564 | $46K |
| Legal & General Group Plc | 0.00% | Add +13.9% | 1,477 | $43K |
| Proffitt & Goodson Inc. | 0.01% | No change | 1,429 | $42K |
| Huntington National Bank | 0.00% | Add +5269.2% | 1,396 | $41K |
| Public Employees Retirement System of Ohio | 0.00% | No change | 1,385 | $40K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 1,200 | $35K |
| California State Teachers Retirement System | 0.00% | No change | 1,152 | $34K |
| FMR LLC | 0.00% | Add +1.7% | 1,096 | $32K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 1,000 | $29K |
| FinTrust Capital Advisors, LLC | 0.00% | No change | 659 | $19K |
"% of holder's portfolio" is SMBK's weight in each manager's 13F, not the share of Smartfinancial Inc. the manager owns.