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

050100150200 Q1 2024: 102Q1 2024Q2 2024: 103Q2 2024Q3 2024: 116Q3 2024Q4 2024: 128Q4 2024Q1 2025: 139Q1 2025Q2 2025: 151Q2 2025Q3 2025: 160Q3 2025Q4 2025: 166Q4 2025Q1 2026: 175Q1 2026Q2 2026: 184Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions19$8.4M
Exits6$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
Amalgamated Bank 0.00% No change 544 $16K
Cwm, LLC 0.00% Add +78.9% 560 $16K
nVerses Capital, LLC 0.01% New 500 $15K
Naples Money Management LLC 0.01% No change 470 $14K
Tower Research Capital LLC (TRC) 0.00% Reduce -80.6% 416 $12K
Quadrant Capital Group LLC 0.00% Add +11.1% 211 $6K
Harbor Capital Advisors, Inc. 0.00% New 204 $6K
Arax Advisory Partners 0.00% No change 192 $6K
Lindbrook Capital, LLC 0.00% Add +5.2% 141 $4K
Signaturefd, LLC 0.00% No change 131 $4K
Earned Wealth Advisors, LLC 0.00% New 106 $3K
MassMutual Private Wealth & Trust, FSB 0.00% Add +77.3% 78 $2K
Smartleaf Asset Management LLC 0.00% New 61 $2K
Sterling Capital Management LLC 0.00% — 58 $2K
Allworth Financial LP 0.00% New 52 $2K
Rothschild Investment LLC 0.00% New 5 $146

"% of holder's portfolio" is SMBK's weight in each manager's 13F, not the share of Smartfinancial Inc. the manager owns.