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SmartFinancial (SMBK) Institutional Ownership

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$35.72 -0.17 (-0.47%)
Closing price 03:58 PM Eastern
Extended Trading
$35.55 -0.17 (-0.48%)
As of 05:39 PM Eastern
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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)
81
Total
Institutional Inflows
(last 12 months)
$61.38M
Number of
Institutional Sellers
(last 12 months)
46
Total
Institutional Outflows
(last 12 months)
$27.92M
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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
8/14/2025Raymond James Financial Inc.10,131$342K0.0%-7.3%0.060%
8/14/2025Occudo Quantitative Strategies LP6,140$207K0.0%N/A0.036%
8/14/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.7,965$269K0.0%-16.0%0.047%
8/14/2025Tennessee Valley Asset Management Partners6,261$211K0.1%N/A0.037%
8/14/2025The Manufacturers Life Insurance Company 5,926$200K0.0%N/A0.035%
8/14/2025NewEdge Advisors LLC13,235$447K0.0%+3,556.1%0.078%
8/14/2025Qube Research & Technologies Ltd27,043$914K0.0%+76.9%0.159%
8/14/2025 Elizabeth Park Capital Advisors Ltd.80,866$2.73M2.5%-28.7%0.475%
8/13/2025 Marshall Wace LLP16,235$548K0.0%N/A0.095%
8/13/2025 Kennedy Capital Management LLC23,711$801K0.0%+37.3%0.139%
8/13/2025 EverSource Wealth Advisors LLC1,499$51K0.0%+46.0%0.009%
8/13/2025 Invesco Ltd.20,978$709K0.0%-16.4%0.123%
8/13/2025 Arrowstreet Capital Limited Partnership46,565$1.57M0.0%+11.1%0.274%
8/13/2025 Panagora Asset Management Inc.62,783$2.12M0.0%+23.2%0.369%
8/13/2025 New York State Common Retirement Fund3,534$119K0.0%-45.9%0.021%
8/13/2025 Russell Investments Group Ltd.87,521$2.96M0.0%-12.2%0.514%
8/12/2025 Prudential Financial Inc.9,605$324K0.0%-4.2%0.056%
8/12/2025 American Century Companies Inc.260,188$8.79M0.0%-5.9%1.529%
8/12/2025 Rhumbline Advisers22,172$749K0.0%-3.7%0.130%
8/12/2025 Brandywine Global Investment Management LLC25,959$877K0.0%-2.6%0.153%
8/12/2025 Hillsdale Investment Management Inc.160,229$5.41M0.2%+29.2%0.942%
8/12/2025 JPMorgan Chase & Co.74,200$2.51M0.0%-17.6%0.436%
8/11/2025 Persistent Asset Partners Ltd19,636$663K0.5%+45.7%0.115%
8/8/2025 Intech Investment Management LLC7,763$262K0.0%-14.2%0.046%
8/8/2025 Creative Planning21,905$740K0.0%-23.8%0.129%
8/8/2025 Bailard Inc.19,700$665K0.0%+58.7%0.116%
8/8/2025 Geode Capital Management LLC337,494$11.40M0.0%-0.8%1.983%
8/8/2025 PNC Financial Services Group Inc.2,243$76K0.0%+24.3%0.013%
8/7/2025 Acadian Asset Management LLC158,723$5.36M0.0%+1.4%0.933%
8/7/2025 CSM Advisors LLC177,590$6.00M0.2%N/A1.044%
8/7/2025 Connor Clark & Lunn Investment Management Ltd.103,836$3.51M0.0%+18.5%0.610%
8/7/2025 Los Angeles Capital Management LLC47,633$1.61M0.0%+129.2%0.280%
7/31/2025 AlphaQuest LLC8,746$295K0.0%N/A0.051%
7/28/2025Equitable Trust Co.12,790$432K0.0%+13.3%0.075%
7/28/2025 RFG Advisory LLC6,912$233K0.0%-31.0%0.041%
7/24/2025 Inspire Investing LLC11,442$387K0.0%+3.4%0.067%
7/9/2025 Harbor Capital Advisors Inc.5,432$183K0.0%+8.6%0.032%
6/27/2025Goldman Sachs Group Inc.104,914$3.26M0.0%-10.6%0.616%
6/3/2025 Inspire Investing LLC11,066$344K0.0%-14.0%0.065%
5/29/2025 Rhumbline Advisers23,017$715K0.0%-4.3%0.135%
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5/28/2025 Strs Ohio17,200$535K0.0%N/A0.101%
5/21/2025 Acadian Asset Management LLC156,591$4.87M0.0%+6.2%0.920%
5/19/2025Jane Street Group LLC42,385$1.32M0.0%+263.2%0.249%
5/16/2025 Empowered Funds LLC65,709$2.04M0.0%-7.0%0.386%
5/16/2025Goldman Sachs Group Inc.104,914$3.26M0.0%-10.6%0.616%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.9,481$295K0.0%+4.3%0.056%
5/16/2025Bridgeway Capital Management LLC122,209$3.80M0.1%-3.9%0.718%
5/16/2025AQR Capital Management LLC51,972$1.62M0.0%+150.9%0.305%
5/15/2025Cubist Systematic Strategies LLC7,785$242K0.0%-42.4%0.046%
5/15/2025Royal Bank of Canada13,565$422K0.0%-11.1%0.080%
5/15/2025 Panagora Asset Management Inc.50,942$1.58M0.0%+51.8%0.299%
5/15/2025 Trexquant Investment LP30,767$956K0.0%+2.5%0.181%
5/15/2025 Elizabeth Park Capital Advisors Ltd.113,446$3.53M3.2%-11.1%0.667%
5/14/2025Wealth Preservation Advisors LLC6,945$216K0.2%N/A0.041%
5/14/2025 Virtus Advisers LLC4,163$129K0.2%N/A0.024%
5/14/2025 Northwestern Mutual Wealth Management Co.1,949$61K0.0%N/A0.011%
5/14/2025 Martingale Asset Management L P57,438$1.79M0.0%+7.9%0.338%
5/14/2025Wellington Management Group LLP420,975$13.08M0.0%-3.8%2.474%
5/13/2025 LeConte Wealth Management LLC19,372$602K0.4%N/A0.114%
5/13/2025 American Century Companies Inc.276,458$8.59M0.0%+0.5%1.625%
5/13/2025 Brandywine Global Investment Management LLC26,659$829K0.0%-3.6%0.157%
5/13/2025 Persistent Asset Partners Ltd13,479$419K0.4%-9.6%0.079%
5/13/2025 Russell Investments Group Ltd.99,641$3.10M0.0%-23.5%0.586%
5/12/2025 Nuveen LLC70,650$2.20M0.0%N/A0.415%
5/12/2025 Invesco Ltd.25,086$780K0.0%-9.7%0.147%
5/12/2025 Connor Clark & Lunn Investment Management Ltd.87,634$2.72M0.0%+45.9%0.515%
5/9/2025 Vanguard Group Inc.794,867$24.70M0.0%-2.8%4.671%
5/9/2025 PNC Financial Services Group Inc.1,805$56K0.0%-18.0%0.011%
5/8/2025 SlateStone Wealth LLC29,427$915K0.1%-12.0%0.173%
5/7/2025Equitable Trust Co.11,285$351K0.0%-23.2%0.066%
5/5/2025Foundry Partners LLC183,160$5.69M0.3%-0.6%1.076%
5/2/2025 Bailard Inc.12,415$386K0.0%N/A0.073%
5/2/2025 Victory Capital Management Inc.33,450$1.04M0.0%-2.2%0.197%
5/1/2025 CWM LLC2,489$77K0.0%+282.9%0.015%
5/1/2025 Stieven Capital Advisors L.P.147,634$4.59M0.9%-1.7%0.868%
4/29/2025 Bank of New York Mellon Corp75,474$2.35M0.0%-2.9%0.443%
4/23/2025Salzhauer Michael239,139$7.43M3.0%+0.1%1.405%
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%
2/17/2025 Virtus 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%
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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%
2/17/2025 Aptus Capital Advisors LLC7,506$233K0.0%-48.2%0.044%
2/14/2025Jane Street Group LLC11,670$362K0.0%-21.8%0.069%
2/14/2025 Northern 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%
(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, 115 institutional investors and hedge funds held shares of SmartFinancial. The most heavily invested institutionals were Vanguard Group Inc. ($24.70M), Dimensional Fund Advisors LP ($23.49M), Private Capital Management LLC ($16.19M), Cravens & Co Advisors LLC ($13.89M), Wellington Management Group LLP ($13.08M), Geode Capital Management LLC ($11.40M), and Banc Funds Co. LLC ($11.23M).Learn more on SmartFinancial's institutional investors.

What percentage of SmartFinancial's stock is owned by institutional investors?

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

Which institutional investors have been buying SmartFinancial's stock?

Of the 91 institutional investors that purchased SmartFinancial's 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), CSM Advisors LLC ($177.59K), Hillsdale Investment Management Inc. ($156.23K), Stieven Capital Advisors L.P. ($154.13K), Mendon Capital Advisors Corp ($142.30K), Foundry Partners LLC ($112.94K), and Connor Clark & Lunn Investment Management Ltd. ($103.84K).

How much institutional buying is happening at SmartFinancial?

Institutional investors have bought a total of 1,992,536 shares in the last 24 months. This purchase volume represents approximately $61.38M in transactions.

Which of SmartFinancial's major shareholders have been selling company stock?

Of the 46 institutional investors that sold SmartFinancial's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Banc Funds Co. LLC ($198.47K), Cravens & Co Advisors LLC ($197.61K), Russell Investments Group Ltd. ($66.87K), Elizabeth Park Capital Advisors Ltd. ($66.78K), Vanguard Group Inc. ($61.78K), Private Capital Management LLC ($49.99K), and Curi RMB Capital LLC ($40.52K).

How much institutional selling is happening at SmartFinancial?

Institutional investors have sold a total of 916,018 shares in the last 24 months. This volume of shares sold represents approximately $27.92M in transactions.


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This page (NASDAQ:SMBK) was last updated on 8/14/2025 by MarketBeat.com Staff
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