SmartfinancialSMBK
13F holders, Q1 2025 (March 31)139holders +11
17new positions
8sold out
4famous investors
$31.08avg. 13F price*
At the end of Q1 2025, 139 institutions reported holding Smartfinancial Inc. (SMBK) in their 13F filings, up 11 from Q4 2024. 17 opened new positions and 8 sold out. The largest holders were BlackRock, Inc. ($44.1M), Vanguard Group Inc. ($24.7M) and Dimensional Fund Advisors LP ($24.4M). 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 Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Smartfinancial Inc.
- CUSIP
- 83190L208
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $4.3M |
| Exits | 8 | $1.0M |
All 13F filers, Q4 2024 → Q1 2025: 435,001 shares bought and 382,043 shares sold, net +52,958 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 139 holders
| BlackRock, Inc. | 0.00% | Reduce -1.0% | 1,419,692 | $44.1M |
| Vanguard Group Inc. | 0.00% | Reduce -2.8% | 794,867 | $24.7M |
| Dimensional Fund Advisors LP | 0.01% | Add +3.8% | 786,505 | $24.4M |
| Private Capital Management, LLC | 1.80% | Reduce -0.9% | 517,891 | $16.1M |
| Cravens & Co Advisors, LLC | 10.62% | Reduce -1.9% | 439,689 | $13.7M |
| Wellington Management Group LLP | 0.00% | Reduce -3.8% | 420,975 | $13.1M |
| State Street Corp. | 0.00% | Reduce -0.9% | 341,514 | $10.6M |
| Geode Capital Management, LLC | 0.00% | Add +2.1% | 340,306 | $10.6M |
| Banc Funds Co. LLC | 1.21% | Reduce -18.6% | 294,911 | $9.2M |
| American Century Companies Inc. | 0.01% | Add +0.6% | 276,458 | $8.6M |
| Salzhauer Michael | 4.75% | Add +0.1% | 239,139 | $7.4M |
| Alliancebernstein L.P. | 0.00% | Reduce -8.1% | 191,331 | $5.9M |
| Foundry Partners, LLC | 0.30% | Reduce -0.6% | 183,160 | $5.7M |
| Renaissance Technologies | 0.01% | Add +14.4% | 159,274 | $5.0M |
| Acadian Asset Management LLC | 0.01% | Add +6.2% | 156,591 | $4.9M |
| Morgan Stanley | 0.00% | Add +0.6% | 149,371 | $4.6M |
| Stieven Capital Advisors, L.P. | 0.89% | Reduce -1.7% | 147,634 | $4.6M |
| Deprince Race & Zollo Inc. | 0.09% | Reduce -25.3% | 138,328 | $4.3M |
| Northern Trust Corp. | 0.00% | Reduce -0.7% | 127,663 | $4.0M |
| Hillsdale Investment Management Inc. | 0.20% | Add +3.3% | 124,029 | $3.9M |
| Bridgeway Capital Management, LLC | 0.10% | Reduce -3.9% | 122,209 | $3.8M |
| Elizabeth Park Capital Advisors, Ltd. | 3.20% | Reduce -11.1% | 113,446 | $3.5M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -10.6% | 104,914 | $3.3M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -23.5% | 99,641 | $3.1M |
| JPMorgan Chase & Co. | 0.00% | Add +19.2% | 90,062 | $2.8M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Add +45.9% | 87,634 | $2.7M |
| Bank of New York Mellon Corp | 0.00% | Reduce -2.9% | 75,474 | $2.3M |
| Nuveen, LLC | 0.00% | — | 70,650 | $2.2M |
| Millennium Management | 0.00% | Add +15.2% | 69,405 | $2.2M |
| Boothbay Fund Management, LLC | 0.08% | Reduce -22.4% | 68,421 | $2.1M |
| Empowered Funds, LLC | 0.03% | Reduce -7.0% | 65,709 | $2.0M |
| Martingale Asset Management L P | 0.05% | Add +7.9% | 57,438 | $1.8M |
| Stifel Financial Corp. | 0.00% | No change | 55,343 | $1.7M |
| AQR Capital Management | 0.00% | Add +150.9% | 51,972 | $1.6M |
| Panagora Asset Management Inc. | 0.01% | Add +51.8% | 50,942 | $1.6M |
| Two Sigma Investments, LP | 0.00% | Add +60.0% | 49,486 | $1.5M |
| Regions Financial Corp. | 0.01% | No change | 46,139 | $1.4M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce 0.0% | 44,446 | $1.4M |
| LBMC Investment Advisors, LLC | 0.11% | Reduce -1.0% | 43,865 | $1.4M |
| Jane Street Group, LLC | 0.00% | Add +263.2% | 42,385 | $1.3M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +4.1% | 41,926 | $1.3M |
| Citadel Advisors | 0.00% | Add +48.4% | 39,398 | $1.2M |
| Two Sigma Advisers, LP | 0.00% | Add +84.8% | 37,700 | $1.2M |
| Patriot Investment Management Group, Inc. | 0.08% | No change | 34,938 | $1.1M |
| Victory Capital Management Inc. | 0.00% | Reduce -2.2% | 33,450 | $1.0M |
| Trexquant Investment LP | 0.01% | Add +2.5% | 30,767 | $956K |
| Captrust Financial Advisors | 0.00% | Reduce -3.2% | 30,040 | $934K |
| SlateStone Wealth, LLC | 0.09% | Reduce -12.0% | 29,427 | $915K |
| Creative Planning | 0.00% | Add +2.9% | 28,741 | $893K |
| Caldwell Sutter Capital, Inc. | 0.42% | No change | 28,431 | $884K |
| Brandywine Global Investment Management, LLC | 0.01% | Reduce -3.6% | 26,659 | $829K |
| Invesco Ltd. | 0.00% | Reduce -9.8% | 25,086 | $780K |
| Squarepoint Ops LLC | 0.00% | Add +160.7% | 23,331 | $725K |
| PMC FIG Opportunities LLC | 1.75% | Reduce -9.9% | 23,100 | $718K |
| Rhumbline Advisers | 0.00% | Reduce -4.3% | 23,017 | $715K |
| Rather & Kittrell, Inc. | 0.15% | No change | 22,028 | $685K |
| Pinnacle Financial Partners Inc | 0.01% | No change | 21,763 | $676K |
| Susquehanna International Group, LLP | 0.00% | Add +120.8% | 20,910 | $650K |
| Los Angeles Capital Management LLC | 0.00% | New | 20,778 | $646K |
| Barclays PLC | 0.00% | Reduce -21.8% | 20,420 | $635K |
| LeConte Wealth Management, LLC | 0.38% | — | 19,372 | $602K |
| Truist Financial Corp. | 0.00% | Add +0.2% | 19,228 | $598K |
| Kennedy Capital Management LLC | 0.01% | New | 17,271 | $537K |
| STRS Ohio | 0.00% | Reduce -6.5% | 17,200 | $535K |
| Silver Oak Securities, Incorporated | 0.05% | No change | 16,018 | $500K |
| Qube Research & Technologies Ltd | 0.00% | New | 15,291 | $475K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.1% | 13,641 | $424K |
| Royal Bank of Canada | 0.00% | Reduce -11.1% | 13,565 | $422K |
| Persistent Asset Partners Ltd | 0.37% | Reduce -9.6% | 13,479 | $419K |
| Bailard, Inc. | 0.01% | New | 12,415 | $386K |
| Bank of America Corp. | 0.00% | Reduce -32.8% | 11,975 | $372K |
| Citigroup Inc. | 0.00% | Reduce -8.5% | 11,967 | $372K |
| ExodusPoint Capital Management, LP | 0.00% | Reduce -1.1% | 11,873 | $369K |
| Evergreen Advisors, LLC | 0.10% | Add +0.2% | 11,732 | $365K |
| Stonegate Investment Group, LLC | 0.01% | Add +3.1% | 11,690 | $363K |
| Brooks, Moore & Associates, Inc. | 0.20% | No change | 11,351 | $353K |
| Equitable Trust Co. | 0.02% | Reduce -23.2% | 11,285 | $351K |
| Engineers Gate Manager LP | 0.01% | New | 11,264 | $350K |
| Inspire Investing, LLC | 0.04% | Reduce -14.0% | 11,066 | $344K |
| Raymond James Financial Inc. | 0.00% | Reduce -41.6% | 10,927 | $340K |
| Verition Fund Management LLC | 0.00% | New | 10,210 | $317K |
| Prudential Financial Inc. | 0.00% | New | 10,025 | $312K |
| RFG Advisory, LLC | 0.01% | Add +0.2% | 10,022 | $311K |
| Franklin Resources Inc. | 0.00% | No change | 9,900 | $308K |
| Wells Fargo & Company | 0.00% | Add +2.3% | 9,543 | $297K |
| Deutsche Bank AG | 0.00% | No change | 9,542 | $297K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +4.3% | 9,481 | $295K |
| MetLife Investment Management, LLC | 0.00% | Reduce -2.2% | 9,333 | $290K |
| UBS Group AG | 0.00% | Reduce -11.9% | 9,239 | $287K |
| Intech Investment Management LLC | 0.00% | New | 9,045 | $281K |
| HRT Financial LP | 0.00% | New | 8,801 | $273K |
| Gsa Capital Partners LLP | 0.02% | New | 8,174 | $254K |
| SG Americas Securities, LLC | 0.00% | Add +11.0% | 8,096 | $252K |
| CAP Partners, LLC | 0.18% | No change | 7,910 | $246K |
| Corebridge Financial, Inc. | 0.00% | Reduce -1.4% | 7,790 | $242K |
| Cubist Systematic Strategies, LLC | 0.00% | Reduce -42.4% | 7,785 | $242K |
| BNP Paribas Financial Markets | 0.00% | Add +313.9% | 7,731 | $240K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.3% | 7,527 | $234K |
| T. Rowe Price Associates Inc. | 0.00% | New | 6,926 | $216K |
| Wealth Preservation Advisors, LLC | 0.15% | — | 6,945 | $216K |
| New York State Common Retirement Fund | 0.00% | No change | 6,534 | $203K |
| Ridgepath Capital Management LLC | 0.10% | No change | 6,526 | $203K |
| Welch Group, LLC | 0.01% | No change | 6,499 | $203K |
| Geneos Wealth Management Inc. | 0.01% | No change | 6,210 | $193K |
| Harbor Capital Advisors, Inc. | 0.01% | Add +2389.6% | 5,004 | $156K |
| HHM Wealth Advisors, LLC | 0.02% | No change | 4,816 | $150K |
| Virtus Advisers, LLC | 0.09% | New | 4,163 | $129K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 3,578 | $111K |
| Aquatic Capital Management LLC | 0.00% | Reduce -9.9% | 3,020 | $94K |
| Cwm, LLC | 0.00% | Add +282.9% | 2,489 | $77K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 1,949 | $61K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -18.0% | 1,805 | $56K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 1,564 | $49K |
| Legal & General Group Plc | 0.00% | No change | 1,477 | $46K |
| Proffitt & Goodson Inc. | 0.01% | No change | 1,429 | $44K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 1,200 | $37K |
| California State Teachers Retirement System | 0.00% | No change | 1,152 | $36K |
| FMR LLC | 0.00% | Add +3.4% | 1,144 | $36K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +2.3% | 1,027 | $32K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -13.1% | 995 | $31K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -54.9% | 693 | $22K |
| Versant Capital Management, Inc | 0.00% | No change | 674 | $21K |
| Amalgamated Bank | 0.00% | No change | 544 | $17K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.00% | Reduce -15.6% | 406 | $13K |
| Quadrant Capital Group LLC | 0.00% | Add +19.4% | 369 | $11K |
| NewEdge Advisors, LLC | 0.00% | New | 362 | $11K |
| Sterling Capital Management LLC | 0.00% | Reduce -46.3% | 274 | $9K |
| Signaturefd, LLC | 0.00% | Add +0.5% | 186 | $6K |
| Smartleaf Asset Management LLC | 0.00% | No change | 182 | $6K |
| Lindbrook Capital, LLC | 0.00% | Reduce -4.1% | 141 | $4K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 95 | $3K |
| GAMMA Investing LLC | 0.00% | Add +527.3% | 69 | $2K |
| Coldstream Capital Management Inc. | 0.00% | New | 62 | $2K |
| Huntington National Bank | 0.00% | No change | 26 | $808 |
| Allworth Financial LP | 0.00% | Reduce -87.6% | 16 | $484 |
| Parkside Financial Bank & Trust | 0.00% | New | 15 | $467 |
| Stephens Consulting, LLC | 0.00% | New | 10 | $311 |
| Rothschild Investment LLC | 0.00% | Add +100.0% | 10 | $311 |
| IFP Advisors, Inc | 0.00% | No change | 1 | $31 |
"% of holder's portfolio" is SMBK's weight in each manager's 13F, not the share of Smartfinancial Inc. the manager owns.