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
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $6.5M |
| Exits | 8 | $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 |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.4% | 7,593 | $281K |
| Voleon Capital Management LP | 0.01% | New | 7,145 | $264K |
| Wealth Preservation Advisors, LLC | 0.13% | No change | 6,945 | $257K |
| Yorktown Management & Research Co Inc | 0.20% | No change | 6,750 | $250K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +0.9% | 6,742 | $249K |
| EntryPoint Capital, LLC | 0.09% | No change | 6,570 | $243K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +0.2% | 6,502 | $241K |
| Welch Group, LLC | 0.01% | No change | 6,499 | $240K |
| Tennessee Valley Asset Management Partners | 0.03% | No change | 6,261 | $232K |
| Ridgepath Capital Management LLC | 0.10% | No change | 6,192 | $221K |
| Harbor Capital Advisors, Inc. | 0.02% | Add +5.8% | 5,860 | $217K |
| AlphaQuest LLC | 0.01% | Add +96.8% | 5,580 | $206K |
| HHM Wealth Advisors, LLC | 0.02% | No change | 5,082 | $188K |
| FMR LLC | 0.00% | Add +230.2% | 4,639 | $172K |
| New York State Common Retirement Fund | 0.00% | No change | 4,234 | $157K |
| Virtus Advisers, LLC | 0.07% | No change | 4,163 | $154K |
| Quantbot Technologies LP | 0.01% | New | 4,105 | $152K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | Reduce -22.6% | 3,518 | $130K |
| Cwm, LLC | 0.00% | Reduce -7.7% | 2,917 | $108K |
| Citigroup Inc. | 0.00% | Add +109.3% | 2,846 | $105K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.1% | 2,392 | $88K |
| State of Alaska, Department of Revenue | 0.00% | Add +209.1% | 2,105 | $77K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 1,945 | $72K |
| Legal & General Group Plc | 0.00% | Reduce -1.8% | 1,371 | $51K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 1,215 | $45K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 1,207 | $45K |
| Tripletail Wealth Management, LLC | 0.05% | No change | 970 | $40K |
| Public Employees Retirement System of Ohio | 0.00% | No change | 995 | $37K |
| California State Teachers Retirement System | 0.00% | Reduce -1.4% | 895 | $33K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -48.7% | 769 | $28K |
| Sterling Capital Management LLC | 0.00% | Reduce -14.3% | 716 | $26K |
| Versant Capital Management, Inc | 0.00% | No change | 674 | $25K |
| Kemnay Advisory Services Inc. | 0.00% | New | 664 | $25K |
| Proffitt & Goodson Inc. | 0.00% | Reduce -58.0% | 600 | $22K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +22.5% | 583 | $22K |
| Amalgamated Bank | 0.00% | Reduce -16.0% | 457 | $17K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -47.9% | 425 | $16K |
| SageView Advisory Group, LLC | 0.00% | New | 416 | $15K |
| Royal Bank of Canada | 0.00% | Reduce -28.2% | 394 | $15K |
| Osaic Holdings, Inc. | 0.00% | Add +1447.8% | 356 | $13K |
| Essential Partners LLC | 0.00% | Add +3.9% | 293 | $11K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 282 | $10K |
| Hillsdale Investment Management Inc. | 0.00% | Reduce -99.8% | 230 | $9K |
| Signaturefd, LLC | 0.00% | Add +38.4% | 227 | $8K |
| Quadrant Capital Group LLC | 0.00% | No change | 221 | $8K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 205 | $8K |
| Arax Advisory Partners | 0.00% | Reduce -89.1% | 192 | $7K |
| Aquatic Capital Management LLC | 0.00% | Reduce -86.1% | 190 | $7K |
| Smartleaf Asset Management LLC | 0.00% | No change | 182 | $7K |
| Optiver Holding B.V. | 0.00% | No change | 140 | $5K |
| GAMMA Investing LLC | 0.00% | Reduce -6.5% | 130 | $5K |
| Simplex Trading, LLC | 0.00% | New | 111 | $4K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 95 | $4K |
| Larson Financial Group LLC | 0.00% | No change | 80 | $3K |
| Allworth Financial LP | 0.00% | Reduce -6.0% | 79 | $3K |
| Quarry LP | 0.00% | New | 50 | $2K |
| IFP Advisors, Inc | 0.00% | No change | 35 | $1K |
| Chilton Capital Management LLC | 0.00% | New | 28 | $1K |
| Covestor Ltd | 0.00% | No change | 31 | $1K |
| Huntington National Bank | 0.00% | No change | 26 | $962 |
| True Wealth Design, LLC | 0.00% | No change | 25 | $925 |
| Rothschild Investment LLC | 0.00% | Add +240.0% | 17 | $629 |
| Farther Finance Advisors, LLC | 0.00% | Add +220.0% | 16 | $592 |
| MAI Capital Management | 0.00% | New | 7 | $259 |
| Assetmark, Inc. | 0.00% | No change | 6 | $222 |
| American Capital Advisory, LLC | 0.00% | New | 1 | $37 |
"% of holder's portfolio" is SMBK's weight in each manager's 13F, not the share of Smartfinancial Inc. the manager owns.