SmartfinancialSMBK
13F holders, Q4 2024 (December 31)128holders +12
22new positions
11sold out
4famous investors
$30.99avg. 13F price*
At the end of Q4 2024, 128 institutions reported holding Smartfinancial Inc. (SMBK) in their 13F filings, up 12 from Q3 2024. 22 opened new positions and 11 sold out. The largest holders were BlackRock, Inc. ($44.4M), Vanguard Group Inc. ($25.3M) and Dimensional Fund Advisors LP ($23.5M). 4 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $8.1M |
| Exits | 11 | $10.0M |
All 13F filers, Q3 2024 → Q4 2024: 871,605 shares bought and 680,652 shares sold, net +190,953 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 128 holders
| BlackRock, Inc. | 0.00% | Add +3.0% | 1,434,284 | $44.4M |
| Vanguard Group Inc. | 0.00% | Reduce -4.5% | 818,072 | $25.3M |
| Dimensional Fund Advisors LP | 0.01% | Add +4.5% | 758,069 | $23.5M |
| Private Capital Management, LLC | 1.73% | Reduce -6.3% | 522,676 | $16.2M |
| Cravens & Co Advisors, LLC | 10.58% | Reduce -0.7% | 448,357 | $13.9M |
| Wellington Management Group LLP | 0.00% | Add +28.6% | 437,793 | $13.6M |
| Banc Funds Co. LLC | 1.24% | Reduce -29.6% | 362,433 | $11.2M |
| State Street Corp. | 0.00% | Add +2.5% | 344,651 | $10.7M |
| Geode Capital Management, LLC | 0.00% | Reduce -0.6% | 333,418 | $10.3M |
| American Century Companies Inc. | 0.00% | Add +17.1% | 274,947 | $8.5M |
| Salzhauer Michael | 3.79% | No change | 238,789 | $7.4M |
| Alliancebernstein L.P. | 0.00% | Add +0.6% | 208,193 | $6.4M |
| Deprince Race & Zollo Inc. | 0.11% | Reduce -7.3% | 185,137 | $5.7M |
| Foundry Partners, LLC | 0.29% | Reduce -0.2% | 184,260 | $5.7M |
| Stieven Capital Advisors, L.P. | 0.83% | Reduce -2.5% | 150,234 | $4.7M |
| Morgan Stanley | 0.00% | Add +43.4% | 148,512 | $4.6M |
| Acadian Asset Management LLC | 0.01% | Add +50.0% | 147,469 | $4.6M |
| Renaissance Technologies | 0.01% | No change | 139,274 | $4.3M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -15.7% | 130,194 | $4.0M |
| Northern Trust Corp. | 0.00% | Reduce -1.3% | 128,581 | $4.0M |
| Elizabeth Park Capital Advisors, Ltd. | 3.22% | No change | 127,649 | $4.0M |
| Bridgeway Capital Management, LLC | 0.09% | Add +2.7% | 127,177 | $3.9M |
| Hillsdale Investment Management Inc. | 0.19% | New | 120,029 | $3.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +18.8% | 117,331 | $3.6M |
| Boothbay Fund Management, LLC | 0.09% | Add +4.3% | 88,206 | $2.7M |
| Bank of New York Mellon Corp | 0.00% | Reduce -7.5% | 77,745 | $2.4M |
| JPMorgan Chase & Co. | 0.00% | Add +130.6% | 75,527 | $2.3M |
| Empowered Funds, LLC | 0.03% | Add +5.0% | 70,677 | $2.2M |
| Millennium Management | 0.00% | Add +281.6% | 60,255 | $1.9M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Add +423.4% | 60,048 | $1.9M |
| Stifel Financial Corp. | 0.00% | Reduce -9.3% | 55,343 | $1.7M |
| Martingale Asset Management L P | 0.04% | Add +81.2% | 53,238 | $1.6M |
| Regions Financial Corp. | 0.01% | No change | 46,139 | $1.4M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +1.3% | 44,448 | $1.4M |
| LBMC Investment Advisors, LLC | 0.11% | No change | 44,298 | $1.4M |
| Nuveen Asset Management, LLC | 0.00% | No change | 43,949 | $1.4M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +173.3% | 40,285 | $1.2M |
| Patriot Investment Management Group, Inc. | 0.08% | No change | 34,938 | $1.1M |
| Victory Capital Management Inc. | 0.00% | Add +7.4% | 34,200 | $1.1M |
| Panagora Asset Management Inc. | 0.00% | Add +1.3% | 33,563 | $1.0M |
| SlateStone Wealth, LLC | 0.10% | No change | 33,427 | $1.0M |
| Captrust Financial Advisors | 0.00% | Reduce -2.9% | 31,023 | $961K |
| Two Sigma Investments, LP | 0.00% | Add +91.8% | 30,938 | $958K |
| Trexquant Investment LP | 0.01% | Add +1.8% | 30,026 | $930K |
| Caldwell Sutter Capital, Inc. | 0.41% | No change | 28,431 | $881K |
| Creative Planning | 0.00% | Add +106.7% | 27,943 | $866K |
| Invesco Ltd. | 0.00% | Add +16.7% | 27,796 | $861K |
| Brandywine Global Investment Management, LLC | 0.01% | Reduce -3.5% | 27,668 | $857K |
| Citadel Advisors | 0.00% | Add +268.4% | 26,552 | $823K |
| Barclays PLC | 0.00% | Add +14.2% | 26,095 | $808K |
| PMC FIG Opportunities LLC | 2.01% | Reduce -36.6% | 25,642 | $794K |
| Rhumbline Advisers | 0.00% | Add +0.5% | 24,056 | $745K |
| Rather & Kittrell, Inc. | 0.16% | No change | 22,028 | $682K |
| Pinnacle Financial Partners Inc | 0.01% | Reduce -40.8% | 21,763 | $674K |
| AQR Capital Management | 0.00% | New | 20,717 | $642K |
| Two Sigma Advisers, LP | 0.00% | Add +22.2% | 20,400 | $632K |
| Truist Financial Corp. | 0.00% | Add +0.2% | 19,191 | $595K |
| Raymond James Financial Inc. | 0.00% | — | 18,716 | $580K |
| Informed Momentum Co LLC | 0.08% | New | 18,694 | $579K |
| STRS Ohio | 0.00% | Reduce -6.6% | 18,400 | $570K |
| Bank of America Corp. | 0.00% | Add +41.3% | 17,824 | $552K |
| Persistent Asset Partners Ltd | 0.45% | — | 14,912 | $526K |
| Silver Oak Securities, Incorporated | 0.05% | No change | 16,018 | $499K |
| Royal Bank of Canada | 0.00% | Add +18.2% | 15,263 | $473K |
| Equitable Trust Co. | 0.03% | Reduce -11.0% | 14,700 | $455K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.1% | 13,633 | $422K |
| Cubist Systematic Strategies, LLC | 0.01% | New | 13,515 | $419K |
| Citigroup Inc. | 0.00% | Add +7.0% | 13,085 | $405K |
| Inspire Investing, LLC | 0.04% | Reduce -9.7% | 12,871 | $399K |
| ExodusPoint Capital Management, LP | 0.00% | New | 12,000 | $372K |
| Evergreen Advisors, LLC | 0.10% | Add +0.2% | 11,706 | $363K |
| Jane Street Group, LLC | 0.00% | Reduce -21.8% | 11,670 | $362K |
| Brooks, Moore & Associates, Inc. | 0.21% | Reduce -2.2% | 11,351 | $352K |
| Stonegate Investment Group, LLC | 0.01% | New | 11,342 | $351K |
| UBS Group AG | 0.00% | Add +4.8% | 10,487 | $325K |
| RFG Advisory, LLC | 0.01% | New | 10,000 | $310K |
| Franklin Resources Inc. | 0.00% | New | 9,900 | $307K |
| MetLife Investment Management, LLC | 0.00% | No change | 9,544 | $296K |
| XTX Topco Ltd | 0.02% | Add +2.3% | 9,543 | $296K |
| Deutsche Bank AG | 0.00% | No change | 9,542 | $296K |
| Susquehanna International Group, LLP | 0.00% | New | 9,471 | $293K |
| Wells Fargo & Company | 0.00% | Add +27.8% | 9,331 | $289K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +4.4% | 9,091 | $282K |
| Squarepoint Ops LLC | 0.00% | New | 8,948 | $277K |
| CAP Partners, LLC | 0.17% | No change | 7,910 | $245K |
| Corebridge Financial, Inc. | 0.00% | Reduce -7.0% | 7,905 | $245K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -48.2% | 7,506 | $233K |
| SG Americas Securities, LLC | 0.00% | Add +32.1% | 7,292 | $226K |
| New York State Common Retirement Fund | 0.00% | No change | 6,534 | $202K |
| Welch Group, LLC | 0.01% | New | 6,499 | $202K |
| Ridgepath Capital Management LLC | 0.09% | New | 6,526 | $202K |
| Geneos Wealth Management Inc. | 0.01% | New | 6,210 | $192K |
| HHM Wealth Advisors, LLC | 0.02% | Reduce -4.8% | 4,816 | $149K |
| Virtus Investment Advisers, LLC | 0.10% | New | 4,000 | $124K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | — | 3,578 | $111K |
| Aquatic Capital Management LLC | 0.00% | New | 3,353 | $104K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -8.9% | 2,201 | $68K |
| BNP Paribas Financial Markets | 0.00% | Reduce -46.6% | 1,868 | $58K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 1,564 | $48K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +269.7% | 1,538 | $48K |
"% of holder's portfolio" is SMBK's weight in each manager's 13F, not the share of Smartfinancial Inc. the manager owns.