SmartfinancialSMBK
13F holders, Q3 2025 (September 30)160holders +9
21new positions
11sold out
5famous investors
$35.15avg. 13F price*
At the end of Q3 2025, 160 institutions reported holding Smartfinancial Inc. (SMBK) in their 13F filings, up 9 from Q2 2025. 21 opened new positions and 11 sold out. The largest holders were BlackRock, Inc. ($45.1M), Vanguard Group Inc. ($30.3M) and Dimensional Fund Advisors LP ($29.9M). 5 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $9.4M |
| Exits | 11 | $4.5M |
All 13F filers, Q2 2025 → Q3 2025: 704,946 shares bought and 560,292 shares sold, net +144,654 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 160 holders
| BlackRock, Inc. | 0.00% | Reduce -2.9% | 1,260,982 | $45.1M |
| Vanguard Group Inc. | 0.00% | Add +3.2% | 846,978 | $30.3M |
| Dimensional Fund Advisors LP | 0.01% | Add +1.9% | 836,529 | $29.9M |
| Wellington Management Group LLP | 0.00% | Add +11.1% | 647,512 | $23.1M |
| Private Capital Management, LLC | 1.77% | Reduce -0.7% | 533,816 | $19.1M |
| State Street Corp. | 0.00% | Reduce -0.1% | 344,359 | $12.3M |
| Geode Capital Management, LLC | 0.00% | Add +0.7% | 339,978 | $12.2M |
| American Century Companies Inc. | 0.01% | Add +11.6% | 290,274 | $10.4M |
| Acadian Asset Management LLC | 0.01% | Add +39.8% | 221,906 | $7.9M |
| Cravens & Co Advisors, LLC | 5.38% | Reduce -21.2% | 220,430 | $7.9M |
| Banc Funds Co. LLC | 1.25% | No change | 200,587 | $7.2M |
| Renaissance Technologies | 0.01% | Reduce -21.7% | 172,874 | $6.2M |
| CSM Advisors, LLC | 0.17% | Reduce -3.2% | 171,980 | $6.1M |
| Alliancebernstein L.P. | 0.00% | Reduce -8.4% | 168,434 | $6.0M |
| Stieven Capital Advisors, L.P. | 1.00% | Add +0.1% | 148,034 | $5.3M |
| Northern Trust Corp. | 0.00% | Add +1.4% | 143,328 | $5.1M |
| Bridgeway Capital Management, LLC | 0.10% | Add +5.9% | 135,113 | $4.8M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +180.7% | 120,160 | $4.3M |
| Morgan Stanley | 0.00% | Reduce -5.5% | 116,288 | $4.2M |
| Deprince Race & Zollo Inc. | 0.08% | Reduce -10.5% | 115,700 | $4.1M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Add +8.8% | 112,938 | $4.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +41.9% | 104,680 | $3.7M |
| Hillsdale Investment Management Inc. | 0.11% | Reduce -35.9% | 102,681 | $3.7M |
| Nuveen, LLC | 0.00% | Add +34.7% | 99,316 | $3.5M |
| Russell Investments Group, Ltd. | 0.00% | Add +7.9% | 94,461 | $3.4M |
| North Reef Capital Management LP | 0.14% | Add +83.4% | 84,570 | $3.0M |
| Elizabeth Park Capital Advisors, Ltd. | 2.34% | No change | 80,866 | $2.9M |
| Empowered Funds, LLC | 0.03% | Add +10.7% | 78,613 | $2.8M |
| Zacks Investment Management | 0.02% | Add +21.1% | 76,990 | $2.8M |
| Summit Wealth Group LLC / Co. | 0.28% | New | 27,899 | $2.7M |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.1% | 74,160 | $2.6M |
| Two Sigma Investments, LP | 0.00% | Reduce -0.4% | 69,261 | $2.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -11.2% | 65,927 | $2.4M |
| Qube Research & Technologies Ltd | 0.00% | Add +134.9% | 63,519 | $2.3M |
| Panagora Asset Management Inc. | 0.01% | Add +1.1% | 63,484 | $2.3M |
| Stifel Financial Corp. | 0.00% | No change | 55,343 | $2.0M |
| Martingale Asset Management L P | 0.05% | Reduce -7.5% | 54,488 | $1.9M |
| Two Sigma Advisers, LP | 0.00% | Reduce -5.5% | 51,600 | $1.8M |
| AQR Capital Management | 0.00% | Add +3.3% | 48,666 | $1.7M |
| Arrowstreet Capital, Limited Partnership | 0.00% | No change | 46,565 | $1.7M |
| Regions Financial Corp. | 0.01% | Reduce -0.4% | 46,139 | $1.6M |
| First Trust Advisors LP | 0.00% | New | 45,167 | $1.6M |
| Boothbay Fund Management, LLC | 0.04% | Reduce -39.5% | 44,391 | $1.6M |
| LBMC Investment Advisors, LLC | 0.10% | No change | 43,865 | $1.6M |
| Los Angeles Capital Management LLC | 0.01% | Reduce -9.7% | 43,020 | $1.5M |
| Millennium Management | 0.00% | Reduce -3.8% | 38,363 | $1.4M |
| Patriot Investment Management Group, Inc. | 0.08% | No change | 34,938 | $1.2M |
| First Eagle Investment Management, LLC | 0.00% | New | 32,000 | $1.1M |
| SlateStone Wealth, LLC | 0.09% | Reduce -0.4% | 29,302 | $1.0M |
| Barclays PLC | 0.00% | Reduce -4.5% | 29,026 | $1.0M |
| Captrust Financial Advisors | 0.00% | Reduce -4.5% | 28,715 | $1.0M |
| Caldwell Sutter Capital, Inc. | 0.43% | No change | 28,431 | $1.0M |
| Victory Capital Management Inc. | 0.00% | Reduce -10.0% | 28,000 | $1.0M |
| Invesco Ltd. | 0.00% | Add +25.4% | 26,301 | $940K |
| Brandywine Global Investment Management, LLC | 0.01% | Reduce -2.3% | 25,359 | $906K |
| Jane Street Group, LLC | 0.00% | Reduce -24.9% | 24,342 | $870K |
| Creative Planning | 0.00% | Add +8.8% | 23,825 | $851K |
| Kennedy Capital Management LLC | 0.02% | No change | 23,711 | $847K |
| PMC FIG Opportunities LLC | 1.26% | Reduce -59.4% | 23,124 | $826K |
| D. E. Shaw & Co. | 0.00% | New | 22,657 | $810K |
| Pinnacle Financial Partners Inc | 0.02% | No change | 21,763 | $778K |
| Rhumbline Advisers | 0.00% | Reduce -3.2% | 21,459 | $767K |
| Bailard, Inc. | 0.02% | Add +4.1% | 20,515 | $733K |
| Tudor Investment Corporation | 0.00% | New | 20,267 | $724K |
| Rather & Kittrell, Inc. | 0.12% | No change | 19,699 | $704K |
| LeConte Wealth Management, LLC | 0.46% | Add +0.5% | 19,475 | $696K |
| Truist Financial Corp. | 0.00% | Add +0.2% | 19,341 | $691K |
| Salzhauer Michael | 0.31% | No change | 225,903 | $608K |
| R Squared Ltd | 0.26% | New | 16,831 | $601K |
| STRS Ohio | 0.00% | Reduce -3.5% | 16,600 | $593K |
| Trexquant Investment LP | 0.01% | Reduce -13.2% | 16,441 | $587K |
| Silver Oak Securities, Incorporated | 0.04% | No change | 16,018 | $572K |
| Bank of America Corp. | 0.00% | Reduce -11.2% | 15,142 | $541K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +2.1% | 14,193 | $507K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -29.7% | 13,098 | $468K |
| UBS Group AG | 0.00% | Reduce -7.2% | 13,043 | $466K |
| NewEdge Advisors, LLC | 0.00% | Reduce -3.2% | 12,817 | $458K |
| Inspire Investing, LLC | 0.04% | Add +11.0% | 12,704 | $454K |
| Equitable Trust Co. | 0.02% | Reduce -3.5% | 12,345 | $441K |
| HRT Financial LP | 0.00% | Reduce -48.0% | 12,007 | $429K |
| Stonegate Investment Group, LLC | 0.01% | No change | 11,690 | $418K |
| Brooks, Moore & Associates, Inc. | 0.21% | No change | 11,351 | $406K |
| Susquehanna Portfolio Strategies, LLC | 0.01% | Add +18.9% | 11,345 | $405K |
| Wells Fargo & Company | 0.00% | Add +19.4% | 10,767 | $385K |
| Raymond James Financial Inc. | 0.00% | Add +0.0% | 10,135 | $362K |
| BNP Paribas Financial Markets | 0.00% | Add +47.6% | 10,029 | $358K |
| Franklin Resources Inc. | 0.00% | No change | 9,900 | $354K |
| Quantinno Capital Management LP | 0.00% | New | 9,695 | $346K |
| Engineers Gate Manager LP | 0.00% | Reduce -19.1% | 9,588 | $343K |
| Deutsche Bank AG | 0.00% | No change | 9,542 | $341K |
| Prudential Financial Inc. | 0.00% | Reduce -1.1% | 9,495 | $339K |
| Federated Hermes, Inc. | 0.00% | Add +7302.5% | 9,031 | $323K |
| Cubist Systematic Strategies, LLC | 0.00% | Reduce -2.6% | 8,850 | $316K |
| MetLife Investment Management, LLC | 0.00% | Reduce -7.7% | 8,611 | $308K |
| Cetera Investment Advisers | 0.00% | New | 8,352 | $298K |
| HSBC Holdings PLC | 0.00% | New | 8,085 | $287K |
| CAP Partners, LLC | 0.16% | No change | 7,910 | $283K |
| T. Rowe Price Associates Inc. | 0.00% | Add +3.5% | 7,667 | $274K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.2% | 7,561 | $270K |
| Persistent Asset Partners Ltd | 0.19% | Reduce -61.9% | 7,485 | $267K |
| Wealth Preservation Advisors, LLC | 0.14% | No change | 6,945 | $248K |
| Yorktown Management & Research Co Inc | 0.19% | New | 6,750 | $241K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -16.1% | 6,679 | $239K |
| EntryPoint Capital, LLC | 0.09% | New | 6,570 | $235K |
| Welch Group, LLC | 0.01% | No change | 6,499 | $232K |
| Kestra Private Wealth Services, LLC | 0.00% | New | 6,488 | $232K |
| Tennessee Valley Asset Management Partners | 0.03% | No change | 6,261 | $224K |
| Ridgepath Capital Management LLC | 0.09% | Reduce -0.9% | 6,192 | $221K |
| Occudo Quantitative Strategies LP | 0.03% | Reduce -5.1% | 5,825 | $208K |
| Intech Investment Management LLC | 0.00% | Reduce -25.4% | 5,791 | $207K |
| Marshall Wace, LLP | 0.00% | Reduce -64.7% | 5,738 | $205K |
| Harbor Capital Advisors, Inc. | 0.02% | Add +2.0% | 5,539 | $198K |
| HHM Wealth Advisors, LLC | 0.02% | No change | 5,082 | $182K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | Add +27.0% | 4,545 | $162K |
| New York State Common Retirement Fund | 0.00% | Add +19.8% | 4,234 | $151K |
| Virtus Advisers, LLC | 0.08% | No change | 4,163 | $149K |
| SG Americas Securities, LLC | 0.00% | Reduce -17.0% | 3,838 | $137K |
| Cwm, LLC | 0.00% | Add +27.7% | 3,160 | $113K |
| AlphaQuest LLC | 0.01% | Reduce -67.6% | 2,836 | $101K |
| PNC Financial Services Group, Inc. | 0.00% | Add +7.8% | 2,418 | $86K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 1,945 | $69K |
| Arax Advisory Partners | 0.00% | New | 1,760 | $63K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -0.1% | 1,498 | $54K |
| Proffitt & Goodson Inc. | 0.01% | No change | 1,429 | $51K |
| FMR LLC | 0.00% | Add +20.3% | 1,405 | $50K |
| Legal & General Group Plc | 0.00% | No change | 1,396 | $50K |
| Aquatic Capital Management LLC | 0.00% | Reduce -71.0% | 1,371 | $49K |
| Citigroup Inc. | 0.00% | Reduce -77.1% | 1,360 | $49K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -22.3% | 1,215 | $43K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 1,207 | $43K |
| Public Employees Retirement System of Ohio | 0.00% | No change | 995 | $36K |
| Tripletail Wealth Management, LLC | 0.04% | New | 970 | $35K |
| California State Teachers Retirement System | 0.00% | Add +0.1% | 908 | $32K |
| Sterling Capital Management LLC | 0.00% | Add +152.6% | 836 | $30K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -57.0% | 815 | $29K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.00% | Reduce -18.9% | 758 | $27K |
| Versant Capital Management, Inc | 0.00% | No change | 674 | $24K |
| State of Alaska, Department of Revenue | 0.00% | New | 681 | $24K |
| Royal Bank of Canada | 0.00% | Reduce -95.3% | 549 | $20K |
| Amalgamated Bank | 0.00% | No change | 544 | $19K |
| Advisory Services Network, LLC | 0.00% | New | 505 | $18K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -1.0% | 476 | $17K |
| Essential Partners LLC | 0.00% | Add +19.0% | 282 | $10K |
| Quadrant Capital Group LLC | 0.00% | New | 221 | $8K |
| Point72 (DIFC) Ltd | 0.00% | Add +76.0% | 183 | $7K |
| Smartleaf Asset Management LLC | 0.00% | New | 182 | $7K |
| Signaturefd, LLC | 0.00% | No change | 164 | $6K |
| Optiver Holding B.V. | 0.00% | New | 140 | $5K |
| GAMMA Investing LLC | 0.00% | No change | 139 | $5K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 95 | $3K |
| Allworth Financial LP | 0.00% | Add +1.2% | 84 | $3K |
| Larson Financial Group LLC | 0.00% | Add +27.0% | 80 | $3K |
| IFP Advisors, Inc | 0.00% | Add +52.2% | 35 | $1K |
| Covestor Ltd | 0.00% | Add +6.9% | 31 | $1K |
| Huntington National Bank | 0.00% | Reduce -61.2% | 26 | $929 |
| True Wealth Design, LLC | 0.00% | No change | 25 | $894 |
| Osaic Holdings, Inc. | 0.00% | Add +53.3% | 23 | $822 |
| Assetmark, Inc. | 0.00% | New | 6 | $214 |
| Rothschild Investment LLC | 0.00% | No change | 5 | $179 |
| Farther Finance Advisors, LLC | 0.00% | New | 5 | $179 |
"% of holder's portfolio" is SMBK's weight in each manager's 13F, not the share of Smartfinancial Inc. the manager owns.