SmartfinancialSMBK

13F holders, Q4 2025 (December 31)
166holders +6
17new positions
8sold out
7famous investors
$37.00avg. 13F price*

At the end of Q4 2025, 166 institutions reported holding Smartfinancial Inc. (SMBK) in their 13F filings, up 6 from Q3 2025. 17 opened new positions and 8 sold out. The largest holders were BlackRock, Inc. ($46.8M), Vanguard Group Inc. ($31.5M) and Dimensional Fund Advisors LP ($31.0M). 7 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 Israel Englander (0.0% of Millennium Management'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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions17$6.5M
Exits8$6.5M

All 13F filers, Q3 2025 → Q4 2025: 1,080,604 shares bought and 432,498 shares sold, net +648,106 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 166 holders

BlackRock, Inc. 0.00% Add +0.3% 1,264,930 $46.8M
Vanguard Group Inc. 0.00% Add +0.5% 850,823 $31.5M
Dimensional Fund Advisors LP 0.01% Add +0.3% 838,797 $31.0M
Wellington Management Group LLP 0.00% Add +12.4% 728,151 $26.9M
Private Capital Management, LLC 1.67% Reduce -10.9% 475,601 $17.6M
Geode Capital Management, LLC 0.00% Reduce -0.5% 338,194 $12.5M
State Street Corp. 0.00% Reduce -4.2% 329,811 $12.2M
American Century Companies Inc. 0.01% Add +7.7% 312,660 $11.6M
Acadian Asset Management LLC 0.02% Add +11.7% 247,962 $9.2M
Cravens & Co Advisors, LLC 5.49% No change 220,430 $8.4M
Salzhauer Michael 3.71% No change 225,903 $8.4M
Banc Funds Co. LLC 1.47% No change 200,587 $7.4M
Renaissance Technologies 0.01% Add +3.2% 178,374 $6.6M
CSM Advisors, LLC 0.17% Add +0.1% 172,230 $6.4M
Morgan Stanley 0.00% Add +45.3% 169,012 $6.3M
Goldman Sachs Group Inc. 0.00% Add +55.9% 163,240 $6.0M
Alliancebernstein L.P. 0.00% Reduce -8.6% 153,884 $5.7M
First Eagle Investment Management, LLC 0.01% Add +375.5% 152,167 $5.6M
Stieven Capital Advisors, L.P. 1.01% Reduce -0.2% 147,734 $5.5M
Bridgeway Capital Management, LLC 0.11% Add +6.2% 143,467 $5.3M
Northern Trust Corp. 0.00% Reduce -4.5% 136,838 $5.1M
North Reef Capital Management LP 0.20% Add +59.5% 134,871 $5.0M
Deprince Race & Zollo Inc. 0.09% Add +14.2% 132,067 $4.9M
Nuveen, LLC 0.00% Add +25.9% 125,081 $4.6M
Two Sigma Investments, LP 0.01% Add +80.0% 124,658 $4.6M
Charles Schwab Investment Management Inc. 0.00% Add +0.9% 121,286 $4.5M
Qube Research & Technologies Ltd 0.01% Add +62.8% 103,417 $3.8M
Russell Investments Group, Ltd. 0.00% Add +6.3% 100,369 $3.7M
Connor, Clark & Lunn Investment Management Ltd. 0.01% Reduce -13.1% 98,178 $3.6M
JPMorgan Chase & Co. 0.00% Add +41.5% 93,307 $3.5M
Empowered Funds, LLC 0.05% Add +10.6% 86,967 $3.2M
Millennium Management 0.00% Add +117.4% 83,402 $3.1M
Zacks Investment Management 0.02% Add +2.1% 78,575 $2.9M
Elizabeth Park Capital Advisors, Ltd. 2.25% Reduce -8.6% 73,891 $2.7M
Bank of New York Mellon Corp 0.00% Reduce -5.3% 70,249 $2.6M
Panagora Asset Management Inc. 0.01% Reduce -0.1% 63,442 $2.3M
Two Sigma Advisers, LP 0.00% Add +20.0% 61,900 $2.3M
Jane Street Group, LLC 0.00% Add +143.5% 59,264 $2.2M
Algebris (uk) Ltd. 0.17% New 58,316 $2.2M
Citadel Advisors 0.00% New 55,995 $2.1M
Arrowstreet Capital, Limited Partnership 0.00% Add +8.2% 50,381 $1.9M
D. E. Shaw & Co. 0.00% Add +119.5% 49,730 $1.8M
Stifel Financial Corp. 0.00% Reduce -10.5% 49,543 $1.8M
AQR Capital Management 0.00% Reduce -3.1% 47,159 $1.7M
First Trust Advisors LP 0.00% Add +2.5% 46,310 $1.7M
Regions Financial Corp. 0.01% No change 46,139 $1.7M
Tudor Investment Corporation 0.01% Add +127.3% 46,075 $1.7M
Martingale Asset Management L P 0.04% Reduce -19.4% 43,895 $1.6M
Los Angeles Capital Management LLC 0.00% Reduce -7.5% 39,803 $1.4M
Patriot Investment Management Group, Inc. 0.08% No change 34,938 $1.3M
SG Americas Securities, LLC 0.00% Add +801.7% 34,607 $1.3M
Barclays PLC 0.00% Add +18.5% 34,384 $1.3M
Marshall Wace, LLP 0.00% Add +436.5% 30,786 $1.1M
SlateStone Wealth, LLC 0.09% No change 29,302 $1.1M
Captrust Financial Advisors 0.00% Add +0.1% 28,739 $1.1M
Caldwell Sutter Capital, Inc. 0.45% No change 28,431 $1.1M
Victory Capital Management Inc. 0.00% Reduce -4.1% 26,850 $993K
NewEdge Advisors, LLC 0.00% Add +107.9% 26,651 $986K
Brandywine Global Investment Management, LLC 0.01% Reduce -3.1% 24,559 $908K
Invesco Ltd. 0.00% Reduce -7.0% 24,466 $905K
Creative Planning 0.00% Reduce -0.4% 23,719 $877K
Kennedy Capital Management LLC 0.02% No change 23,711 $877K
LBMC Investment Advisors, LLC 0.05% Reduce -47.5% 23,048 $853K
HSBC Holdings PLC 0.00% Add +176.1% 22,325 $825K
Pinnacle Financial Partners, Inc. 0.01% — 21,763 $805K
Bailard, Inc. 0.02% Add +3.3% 21,200 $784K
LeConte Wealth Management, LLC 0.49% Add +4.3% 20,322 $752K
HRT Financial LP 0.00% Add +63.0% 19,566 $723K
Rather & Kittrell, Inc. 0.11% Reduce -2.4% 19,232 $711K
Bank of America Corp. 0.00% Add +26.6% 19,163 $709K
Rhumbline Advisers 0.00% Reduce -13.9% 18,480 $684K
BNP Paribas Financial Markets 0.00% Add +74.1% 17,459 $646K
Franklin Resources Inc. 0.00% Add +64.3% 16,267 $602K
Wells Fargo & Company 0.00% Add +50.8% 16,236 $601K
Point72 Asset Management 0.00% New 16,102 $596K
Silver Oak Securities, Incorporated 0.04% No change 16,018 $594K
STRS Ohio 0.00% Reduce -4.8% 15,800 $584K
UBS Group AG 0.00% Add +15.0% 14,998 $555K
Cambridge Investment Research Advisors, Inc. 0.00% Add +2.7% 14,570 $539K
Truist Financial Corp. 0.00% Reduce -25.8% 14,344 $531K
Geneos Wealth Management Inc. 0.01% No change 13,098 $484K
Inspire Investing, LLC 0.04% Reduce -0.3% 12,668 $469K
Raymond James Financial Inc. 0.00% Add +21.9% 12,358 $457K
Canada Pension Plan Investment Board 0.00% New 12,200 $451K
Evergreen Advisors, LLC 0.11% — 11,812 $437K
Brooks, Moore & Associates, Inc. 0.21% No change 11,351 $420K
Equitable Trust Co. 0.02% Reduce -9.1% 11,225 $415K
Quantinno Capital Management LP 0.00% Add +12.7% 10,925 $404K
Susquehanna Portfolio Strategies, LLC 0.01% Reduce -15.9% 9,545 $353K
Deutsche Bank AG 0.00% No change 9,542 $353K
State of Wisconsin Investment Board 0.00% New 9,484 $351K
Polymer Capital Management (US) LLC 0.04% New 9,336 $345K
Federated Hermes, Inc. 0.00% Reduce -0.2% 9,010 $333K
R Squared Ltd 0.15% Reduce -47.3% 8,875 $328K
Occudo Quantitative Strategies LP 0.02% Add +51.2% 8,805 $326K
T. Rowe Price Associates Inc. 0.00% Add +13.1% 8,674 $321K
Prudential Financial Inc. 0.00% Reduce -8.8% 8,655 $320K
MetLife Investment Management, LLC 0.00% No change 8,611 $319K
Cetera Investment Advisers 0.00% No change 8,352 $309K
CAP Partners, LLC 0.17% No change 7,910 $293K

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

Show all 166 holders