SmartfinancialSMBK
13F holders, Q2 2025 (June 30)151holders +12
21new positions
8sold out
4famous investors
$33.78avg. 13F price*
At the end of Q2 2025, 151 institutions reported holding Smartfinancial Inc. (SMBK) in their 13F filings, up 12 from Q1 2025. 21 opened new positions and 8 sold out. The largest holders were BlackRock, Inc. ($43.8M), Dimensional Fund Advisors LP ($27.7M) and Vanguard Group Inc. ($27.7M). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors'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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $11.8M |
| Exits | 8 | $885K |
All 13F filers, Q1 2025 → Q2 2025: 982,800 shares bought and 677,508 shares sold, net +305,292 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 151 holders
| BlackRock, Inc. | 0.00% | Reduce -8.6% | 1,297,940 | $43.8M |
| Dimensional Fund Advisors LP | 0.01% | Add +4.4% | 820,799 | $27.7M |
| Vanguard Group Inc. | 0.00% | Add +3.2% | 820,605 | $27.7M |
| Wellington Management Group LLP | 0.00% | Add +38.4% | 582,702 | $19.7M |
| Private Capital Management, LLC | 1.84% | Add +3.8% | 537,446 | $18.2M |
| State Street Corp. | 0.00% | Add +0.9% | 344,541 | $11.6M |
| Geode Capital Management, LLC | 0.00% | Reduce -0.8% | 337,494 | $11.4M |
| Cravens & Co Advisors, LLC | 7.05% | Reduce -36.4% | 279,669 | $9.4M |
| American Century Companies Inc. | 0.00% | Reduce -5.9% | 260,188 | $8.8M |
| Salzhauer Michael | 4.81% | Reduce -5.5% | 225,903 | $7.6M |
| Renaissance Technologies | 0.01% | Add +38.6% | 220,774 | $7.5M |
| Banc Funds Co. LLC | 1.02% | Reduce -32.0% | 200,587 | $6.8M |
| Alliancebernstein L.P. | 0.00% | Reduce -3.9% | 183,911 | $6.2M |
| CSM Advisors, LLC | 0.17% | New | 177,590 | $6.0M |
| Hillsdale Investment Management Inc. | 0.20% | Add +29.2% | 160,229 | $5.4M |
| Acadian Asset Management LLC | 0.01% | Add +1.4% | 158,723 | $5.4M |
| Stieven Capital Advisors, L.P. | 0.97% | Add +0.1% | 147,834 | $5.0M |
| Northern Trust Corp. | 0.00% | Add +10.8% | 141,425 | $4.8M |
| Deprince Race & Zollo Inc. | 0.09% | Reduce -6.5% | 129,284 | $4.4M |
| Bridgeway Capital Management, LLC | 0.10% | Add +4.4% | 127,533 | $4.3M |
| Morgan Stanley | 0.00% | Reduce -17.6% | 123,018 | $4.2M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Add +18.5% | 103,836 | $3.5M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -12.2% | 87,521 | $3.0M |
| Elizabeth Park Capital Advisors, Ltd. | 2.45% | Reduce -28.7% | 80,866 | $2.7M |
| Bank of New York Mellon Corp | 0.00% | Reduce -1.6% | 74,245 | $2.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -17.6% | 74,200 | $2.5M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -29.7% | 73,795 | $2.5M |
| Nuveen, LLC | 0.00% | Add +4.3% | 73,721 | $2.5M |
| Boothbay Fund Management, LLC | 0.08% | Add +7.3% | 73,421 | $2.5M |
| Empowered Funds, LLC | 0.03% | Add +8.1% | 71,033 | $2.4M |
| Two Sigma Investments, LP | 0.00% | Add +40.5% | 69,516 | $2.3M |
| Zacks Investment Management | 0.02% | New | 63,552 | $2.1M |
| Panagora Asset Management Inc. | 0.01% | Add +23.2% | 62,783 | $2.1M |
| Martingale Asset Management L P | 0.05% | Add +2.5% | 58,880 | $2.0M |
| PMC FIG Opportunities LLC | 2.86% | Add +146.5% | 56,943 | $1.9M |
| Stifel Financial Corp. | 0.00% | No change | 55,343 | $1.9M |
| Two Sigma Advisers, LP | 0.00% | Add +44.8% | 54,600 | $1.8M |
| Citadel Advisors | 0.00% | Add +28.8% | 50,733 | $1.7M |
| Los Angeles Capital Management LLC | 0.01% | Add +129.3% | 47,633 | $1.6M |
| AQR Capital Management | 0.00% | Reduce -9.4% | 47,096 | $1.6M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +11.1% | 46,565 | $1.6M |
| Regions Financial Corp. | 0.01% | Add +0.4% | 46,314 | $1.6M |
| North Reef Capital Management LP | 0.07% | New | 46,104 | $1.6M |
| LBMC Investment Advisors, LLC | 0.11% | No change | 43,865 | $1.5M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -3.7% | 42,813 | $1.4M |
| Millennium Management | 0.00% | Reduce -42.6% | 39,864 | $1.3M |
| Patriot Investment Management Group, Inc. | 0.08% | No change | 34,938 | $1.2M |
| Jane Street Group, LLC | 0.00% | Reduce -23.6% | 32,402 | $1.1M |
| Victory Capital Management Inc. | 0.00% | Reduce -7.0% | 31,100 | $1.1M |
| Barclays PLC | 0.00% | Add +48.8% | 30,387 | $1.0M |
| Captrust Financial Advisors | 0.00% | Add +0.1% | 30,058 | $1.0M |
| SlateStone Wealth, LLC | 0.09% | No change | 29,427 | $994K |
| Caldwell Sutter Capital, Inc. | 0.44% | No change | 28,431 | $960K |
| Qube Research & Technologies Ltd | 0.00% | Add +76.9% | 27,043 | $914K |
| Brandywine Global Investment Management, LLC | 0.01% | Reduce -2.6% | 25,959 | $877K |
| Kennedy Capital Management LLC | 0.02% | Add +37.3% | 23,711 | $801K |
| HRT Financial LP | 0.00% | Add +162.6% | 23,113 | $780K |
| Rhumbline Advisers | 0.00% | Reduce -3.7% | 22,172 | $749K |
| Creative Planning | 0.00% | Reduce -23.8% | 21,905 | $740K |
| Pinnacle Financial Partners Inc | 0.02% | No change | 21,763 | $735K |
| Verition Fund Management LLC | 0.00% | Add +106.1% | 21,045 | $711K |
| Invesco Ltd. | 0.00% | Reduce -16.4% | 20,978 | $709K |
| Bailard, Inc. | 0.02% | Add +58.7% | 19,700 | $665K |
| Rather & Kittrell, Inc. | 0.13% | Reduce -10.6% | 19,699 | $665K |
| Persistent Asset Partners Ltd | 0.58% | Add +45.7% | 19,636 | $663K |
| Susquehanna International Group, LLP | 0.00% | Reduce -7.0% | 19,437 | $657K |
| LeConte Wealth Management, LLC | 0.44% | Add +0.0% | 19,375 | $654K |
| Truist Financial Corp. | 0.00% | Add +0.4% | 19,304 | $652K |
| Trexquant Investment LP | 0.01% | Reduce -38.5% | 18,936 | $640K |
| Geneos Wealth Management Inc. | 0.02% | Add +200.0% | 18,630 | $629K |
| Squarepoint Ops LLC | 0.00% | Reduce -20.6% | 18,527 | $626K |
| STRS Ohio | 0.00% | No change | 17,200 | $581K |
| Bank of America Corp. | 0.00% | Add +42.4% | 17,050 | $576K |
| Marshall Wace, LLP | 0.00% | New | 16,235 | $548K |
| Silver Oak Securities, Incorporated | 0.04% | No change | 16,018 | $541K |
| UBS Group AG | 0.00% | Add +52.1% | 14,052 | $475K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +1.9% | 13,895 | $469K |
| NewEdge Advisors, LLC | 0.00% | Add +3556.1% | 13,235 | $447K |
| Equitable Trust Co. | 0.02% | Add +13.3% | 12,790 | $432K |
| Engineers Gate Manager LP | 0.01% | Add +5.2% | 11,849 | $400K |
| Evergreen Advisors, LLC | 0.11% | Add +0.3% | 11,761 | $397K |
| Royal Bank of Canada | 0.00% | Reduce -13.6% | 11,718 | $396K |
| Stonegate Investment Group, LLC | 0.01% | No change | 11,690 | $395K |
| Brooks, Moore & Associates, Inc. | 0.21% | No change | 11,351 | $389K |
| Inspire Investing, LLC | 0.04% | Add +3.4% | 11,442 | $387K |
| Raymond James Financial Inc. | 0.00% | Reduce -7.3% | 10,131 | $342K |
| Franklin Resources Inc. | 0.00% | No change | 9,900 | $334K |
| Prudential Financial Inc. | 0.00% | Reduce -4.2% | 9,605 | $324K |
| Susquehanna Portfolio Strategies, LLC | 0.01% | New | 9,545 | $322K |
| Deutsche Bank AG | 0.00% | No change | 9,542 | $322K |
| MetLife Investment Management, LLC | 0.00% | No change | 9,333 | $315K |
| Cubist Systematic Strategies, LLC | 0.00% | Add +16.7% | 9,088 | $307K |
| Wells Fargo & Company | 0.00% | Reduce -5.5% | 9,019 | $305K |
| AlphaQuest LLC | 0.03% | New | 8,746 | $295K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -16.0% | 7,965 | $269K |
| CAP Partners, LLC | 0.17% | No change | 7,910 | $267K |
| Intech Investment Management LLC | 0.00% | Reduce -14.2% | 7,763 | $262K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.2% | 7,545 | $255K |
| T. Rowe Price Associates Inc. | 0.00% | Add +7.0% | 7,408 | $251K |
| Wealth Preservation Advisors, LLC | 0.14% | No change | 6,945 | $235K |
"% of holder's portfolio" is SMBK's weight in each manager's 13F, not the share of Smartfinancial Inc. the manager owns.