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SmartFinancial (SMBK) Institutional Ownership

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$28.81 +0.76 (+2.71%)
Closing price 04/17/2025 03:59 PM Eastern
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$28.86 +0.05 (+0.19%)
As of 04/17/2025 04:05 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for SmartFinancial (NASDAQ:SMBK)

Current
Institutional Ownership
Percentage
58.78%
Number of
Institutional Buyers
(last 12 months)
64
Total
Institutional Inflows
(last 12 months)
$46.66M
Number of
Institutional Sellers
(last 12 months)
32
Total
Institutional Outflows
(last 12 months)
$20.43M
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SMBK Institutional Buying and Selling by Quarter

SmartFinancial Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/14/2025 Harbor Capital Advisors Inc.5,004$156K0.0%+2,389.6%0.029%
4/9/2025 Lbmc Investment Advisors LLC43,865$1.36M0.1%-1.0%0.258%
4/8/2025 Rhumbline Advisers23,017$715K0.0%-4.3%0.135%
4/7/2025 GAMMA Investing LLC2,145$69K0.0%+19,400.0%0.013%
3/24/2025Wellington Management Group LLP437,793$13.56M0.0%+28.6%2.573%
2/17/2025Virtus Investment Advisers Inc.4,000$124K0.1%N/A0.024%
2/17/2025Squarepoint Ops LLC8,948$277K0.0%N/A0.053%
2/17/2025Two Sigma Advisers LP20,400$632K0.0%+22.2%0.120%
2/17/2025Two Sigma Investments LP30,938$958K0.0%+91.8%0.183%
2/17/2025Private Capital Management LLC522,676$16.19M1.7%-6.3%3.087%
2/17/2025Millennium Management LLC60,255$1.87M0.0%+281.7%0.356%
2/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.9,091$282K0.0%+4.4%0.054%
2/17/2025Deprince Race & Zollo Inc.185,137$5.74M0.1%-7.3%1.094%
2/17/2025Cubist Systematic Strategies LLC13,515$419K0.0%N/A0.080%
2/17/2025Bridgeway Capital Management LLC127,177$3.94M0.1%+2.7%0.751%
2/17/2025Captrust Financial Advisors31,023$961K0.0%-2.9%0.183%
2/17/2025Bank of America Corp DE17,824$552K0.0%+41.3%0.105%
2/17/2025BNP Paribas Financial Markets1,868$58K0.0%-46.6%0.011%
2/17/2025Aptus Capital Advisors LLC7,506$233K0.0%-48.2%0.044%
2/14/2025Jane Street Group LLC11,670$362K0.0%-21.8%0.069%
2/14/2025Northern Trust Corp128,581$3.98M0.0%-1.3%0.760%
2/14/2025Aquatic Capital Management LLC3,353$104K0.0%N/A0.020%
2/14/2025Boothbay Fund Management LLC88,206$2.73M0.1%+4.3%0.521%
2/14/2025Stifel Financial Corp55,343$1.72M0.0%-9.3%0.327%
2/14/2025Tower Research Capital LLC TRC 1,538$48K0.0%+269.7%0.009%
2/14/2025Dimensional Fund Advisors LP758,069$23.49M0.0%+4.5%4.478%
2/14/2025Banc Funds Co. LLC362,433$11.23M1.2%-29.6%2.141%
2/13/2025Cravens & Co Advisors LLC448,357$13.89M10.6%-0.7%2.648%
2/13/2025EAM Investors LLC18,694$579K0.1%N/A0.110%
2/13/2025Barclays PLC26,095$808K0.0%+14.2%0.154%
2/13/2025Raymond James Financial Inc.18,716$580K0.0%N/A0.111%
2/13/2025Martingale Asset Management L P53,238$1.65M0.0%+81.2%0.314%
2/13/2025Invesco Ltd.27,796$861K0.0%+16.7%0.164%
2/13/2025Russell Investments Group Ltd.130,194$4.03M0.0%-15.7%0.769%
2/13/2025Wells Fargo & Company MN9,331$289K0.0%+27.8%0.055%
2/12/2025Foundry Partners LLC184,260$5.71M0.3%-0.2%1.088%
2/12/2025ExodusPoint Capital Management LP12,000$372K0.0%N/A0.071%
2/12/2025Trexquant Investment LP30,026$930K0.0%+1.8%0.177%
2/12/2025Geode Capital Management LLC333,418$10.33M0.0%-0.6%1.969%
2/12/2025Franklin Resources Inc.9,900$307K0.0%N/A0.058%
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2/12/2025Alliancebernstein L.P.208,193$6.45M0.0%+0.6%1.230%
2/12/2025Wellington Management Group LLP437,793$13.56M0.0%+28.6%2.586%
2/12/2025Brandywine Global Investment Management LLC27,668$857K0.0%-3.5%0.163%
2/12/2025Arrowstreet Capital Limited Partnership40,285$1.25M0.0%+173.3%0.238%
2/12/2025JPMorgan Chase & Co.75,527$2.34M0.0%+130.6%0.446%
2/11/2025Corebridge Financial Inc.7,905$245K0.0%-7.0%0.047%
2/11/2025Vanguard Group Inc.818,072$25.34M0.0%-4.5%4.832%
2/11/2025Hillsdale Investment Management Inc.120,029$3.72M0.2%N/A0.709%
2/11/2025American Century Companies Inc.274,947$8.52M0.0%+17.1%1.624%
2/10/2025Connor Clark & Lunn Investment Management Ltd.60,048$1.86M0.0%+423.4%0.355%
2/6/2025Raymond James Financial Inc.18,716$580K0.0%N/A0.111%
2/6/2025Proficio Capital Partners LLC29,586$917K0.0%N/A0.175%
2/6/2025Victory Capital Management Inc.34,200$1.06M0.0%+7.4%0.202%
2/6/2025Charles Schwab Investment Management Inc.44,448$1.38M0.0%+1.3%0.263%
2/5/2025Private Capital Management LLC557,745$16.25M3.2%-2.6%3.294%
2/5/2025Proficio Capital Partners LLC29,586$917K0.0%N/A0.175%
2/4/2025Bank of New York Mellon Corp77,745$2.41M0.0%-7.5%0.459%
2/3/2025Pinnacle Financial Partners Inc21,763$674K0.0%-40.8%0.129%
1/30/2025Stieven Capital Advisors L.P.150,234$4.65M0.8%-2.5%0.887%
1/29/2025Equitable Trust Co.14,700$455K0.0%-11.0%0.087%
1/28/2025Empowered Funds LLC70,677$2.19M0.0%+5.0%0.417%
1/27/2025 Welch Group LLC6,499$202K0.0%N/A0.038%
1/23/2025Ridgepath Capital Management LLC6,526$202K0.1%N/A0.039%
1/22/2025Stonegate Investment Group LLC11,342$351K0.0%N/A0.067%
1/21/2025Geneos Wealth Management Inc.6,210$192K0.0%N/A0.037%
1/21/2025 RFG Advisory LLC10,000$310K0.0%N/A0.059%
1/17/2025Inspire Investing LLC12,871$399K0.0%-9.7%0.076%
1/17/2025 SG Americas Securities LLC7,292$226K0.0%+32.1%0.043%
12/26/2024JPMorgan Chase & Co.32,756$955K0.0%-9.4%0.194%
11/19/2024Barclays PLC22,848$666K0.0%+78.6%0.135%
11/16/2024Geode Capital Management LLC335,501$9.78M0.0%+0.4%1.982%
11/15/2024Barclays PLC22,848$666K0.0%+78.6%0.135%
11/15/2024XTX Topco Ltd9,333$272K0.0%N/A0.055%
11/15/2024Jane Street Group LLC14,925$435K0.0%+6.9%0.088%
11/15/2024Wellington Management Group LLP340,418$9.92M0.0%+69.0%2.011%
11/15/2024State Street Corp336,147$9.80M0.0%+3.3%1.986%
11/15/2024Jacobs Levy Equity Management Inc.7,770$226K0.0%N/A0.046%
11/15/2024Banc Funds Co. LLC514,713$15.00M1.6%-8.2%3.040%
11/14/2024Captrust Financial Advisors31,939$931K0.0%-2.4%0.189%
11/14/2024Martingale Asset Management L P29,386$856K0.0%-14.4%0.174%
11/14/2024Cravens & Co Advisors LLC451,492$13.16M10.2%-30.1%2.668%
11/13/2024BNP Paribas Financial Markets3,499$102K0.0%-83.1%0.021%
11/9/2024Foundry Partners LLC184,555$5.38M0.3%+23.9%1.091%
11/8/2024Connor Clark & Lunn Investment Management Ltd.11,472$334K0.0%N/A0.068%
11/7/2024CAP Partners LLC7,910$230K0.2%N/A0.047%
11/7/2024Stieven Capital Advisors L.P.154,134$4.49M0.8%N/A0.911%
11/6/2024Empowered Funds LLC67,287$1.96M0.0%+5.2%0.398%
11/6/2024Curi RMB Capital LLC26,469$771K0.0%-60.5%0.156%
11/6/2024Huntington National Bank1,396$41K0.0%+5,269.2%0.008%
11/5/2024Victory Capital Management Inc.31,849$928K0.0%+4.4%0.188%
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11/1/2024Rather & Kittrell Inc.22,028$642K0.2%N/A0.130%
10/11/2024Creative Planning13,519$394K0.0%N/A0.080%
10/10/2024Inspire Investing LLC14,252$415K0.0%N/A0.084%
10/3/2024 SG Americas Securities LLC5,521$161K0.0%N/A0.032%
8/30/2024Mendon Capital Advisors Corp66,990$1.59M1.3%+5,760.9%0.393%
8/15/2024Deprince Race & Zollo Inc.200,565$4.75M0.1%+2.2%1.175%
8/15/2024Elizabeth Park Capital Advisors Ltd.127,649$3.02M2.6%-13.5%0.748%
8/9/2024Renaissance Technologies LLC140,274$3.32M0.0%+1.1%0.822%
8/9/2024Dimensional Fund Advisors LP699,794$16.56M0.0%+5.3%4.101%
8/8/2024American Century Companies Inc.183,751$4.35M0.0%+16.9%1.077%
(Data available from 1/1/2016 forward)

SMBK Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SMBK shares?

During the previous two years, 96 institutional investors and hedge funds held shares of SmartFinancial. The most heavily invested institutionals were Vanguard Group Inc. ($25.34M), Dimensional Fund Advisors LP ($23.49M), Private Capital Management LLC ($16.19M), Cravens & Co Advisors LLC ($13.89M), Wellington Management Group LLP ($13.56M), Banc Funds Co. LLC ($11.23M), and Geode Capital Management LLC ($10.33M).Learn more on SMBK's institutional investors.

What percentage of SmartFinancial stock is owned by institutional investors?

58.78% of SmartFinancial stock is owned by institutional investors. Learn more on SMBK's institutional investor holdings.

Which institutional investors have been buying SmartFinancial stock?

Of the 77 institutional investors that purchased SmartFinancial stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Wellington Management Group LLP ($333.76K), Stieven Capital Advisors L.P. ($154.13K), Mendon Capital Advisors Corp ($142.30K), Hillsdale Investment Management Inc. ($120.03K), Foundry Partners LLC ($112.94K), Dimensional Fund Advisors LP ($67.47K), and American Century Companies Inc. ($66.69K).

How much institutional buying is happening at SmartFinancial?

Institutional investors have bought a total of 1,974,513 shares in the last 24 months. This purchase volume represents approximately $54.78M in transactions.

Which SmartFinancial major shareholders have been selling company stock?

Of the 43 institutional investors that sold SmartFinancial stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Cravens & Co Advisors LLC ($278.41K), Banc Funds Co. LLC ($198.47K), Forest Hill Capital LLC ($135.21K), Private Capital Management LLC ($72.00K), Foundry Partners LLC ($68.63K), BHZ Capital Management LP ($47.58K), and Curi RMB Capital LLC ($40.52K).

How much institutional selling is happening at SmartFinancial?

Institutional investors have sold a total of 1,096,716 shares in the last 24 months. This volume of shares sold represents approximately $29.90M in transactions.


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This page (NASDAQ:SMBK) was last updated on 4/18/2025 by MarketBeat.com Staff
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