Smartfinancial SMBK Institutional Ownership

NYSE SMBK

$51.86 -0.06 (-0.12%)

At close: Sep 18, 2026 · 4:00 PM EDT

Institutions by Trading Activity

183 Institutions

Increased 111 60.7%

Unchanged 32 17.5%

Reduced 40 21.9%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

66.30%

▲+0.82 pp QoQ

Shares Held by Institutions

11.15Mn

of 16.82Mn outstanding

▲+2.77% QoQ

Shares Outstanding

16.82Mn

5.67Mn held outside 13F filers

Institutional Investors

183

filed 13F for Jun 2026

▲+10 vs prior quarter

Net Shares Added (QoQ)

+300.37K

accumulated since last quarter

Value of Holdings

$578.48Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Smartfinancial Inc. (NYSE:SMBK) appears in 183 institutional 13F filings for the quarter ending June 2026.

Collectively, these holders controlled 66.3% of Smartfinancial's outstanding shares in June 2026, up from 65.5% in March 2026.
Their total shares held in SMBK increased 2.77% from the prior quarter, while the number of investors in Smartfinancial increased 23.65% year over year.
Among the 183 funds, 111 bought more Smartfinancial shares, 40 sold down, and 32 held their ground.
The aggregate institutional position in Smartfinancial amounted to 11.15Mn shares as of June 2026, up by 300.37K shares quarter on quarter, and up 1.41Mn shares year over year.
As of June 30, 2026, the biggest holder of Smartfinancial is BlackRock, Inc. at 1.47Mn shares, representing 8.73% of shares outstanding.
The largest buyers of Smartfinancial for the quarter ending June 2026 were BlackRock, Inc. (183.64K), Sixth Street Partners Management Company, L.P. (123.93K), AMERICAN CENTURY COMPANIES INC (76.85K), ACADIAN ASSET MANAGEMENT LLC (62.31K), Trexquant Investment LP (39.02K).
The largest sellers of Smartfinancial for the quarter ending June 2026 were First Eagle Investment Management, LLC (128.74K), Qube Research & Technologies Ltd (104.72K), WELLINGTON MANAGEMENT GROUP LLP (80.96K), DEPRINCE RACE & ZOLLO INC (63.02K), BANC FUNDS CO LLC (52.46K).
Business Quant data shows the 10 biggest positions in Smartfinancial as of June 2026 are held by BlackRock, Inc. (1.47Mn), DIMENSIONAL FUND ADVISORS LP (836.09K), VANGUARD CAPITAL MANAGEMENT LLC (679.82K), WELLINGTON MANAGEMENT GROUP LLP (594.39K), State Street Corp (457.06K), AMERICAN CENTURY COMPANIES INC (448.67K), Private Capital Management, LLC (432.51K), GEODE CAPITAL MANAGEMENT, LLC (381.42K), ACADIAN ASSET MANAGEMENT LLC (346.49K), First Eagle Investment Management, LLC (319.34K).

Form 13F Holdings

183 Institutional Holders

Report period 30 Jun, 2026

Total shares held 11.15Mn

Of outstanding 66.30%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	1,468,195	8.73%	▲183,638	+14.30%	$68.89Mn
2	DIMENSIONAL FUND ADVISORS LP	0000354204	836,086	4.97%	▼302	-0.04%	$39.23Mn
3	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	679,819	4.04%	▼598	-0.09%	$31.90Mn
4	WELLINGTON MANAGEMENT GROUP LLP	0000902219	594,386	3.53%	▼80,961	-11.99%	$27.89Mn
5	State Street Corp	0000093751	457,060	2.72%	▲16,528	+3.75%	$21.45Mn
6	AMERICAN CENTURY COMPANIES INC	0000748054	448,667	2.67%	▲76,854	+20.67%	$21.05Mn
7	Private Capital Management, LLC	0001588456	432,512	2.57%	▲4,365	+1.02%	$20.29Mn
8	GEODE CAPITAL MANAGEMENT, LLC	0001214717	381,419	2.27%	▲26,058	+7.33%	$17.90Mn
9	ACADIAN ASSET MANAGEMENT LLC	0000916542	346,492	2.06%	▲62,313	+21.93%	$16.25K
10	First Eagle Investment Management, LLC	0001325447	319,339	1.90%	▼128,739	-28.73%	$14.98Mn
11	Cravens & Co Advisors, LLC	0001966116	220,400	1.31%	▼30	-0.01%	$10.34Mn
12	SALZHAUER MICHAEL	0001059543	211,013	1.25%	▼1,657	-0.78%	$9.90Mn
13	TWO SIGMA INVESTMENTS, LP	0001179392	188,433	1.12%	▲18,549	+10.92%	$8.84Mn
14	CSM Advisors, LLC	0001863523	184,035	1.09%	▲12,860	+7.51%	$8.64K
15	Morgan Stanley	0000895421	182,854	1.09%	▲11,899	+6.96%	$8.58Mn
16	BASSWOOD CAPITAL MANAGEMENT, L.L.C.	0001085393	180,329	1.07%	▲10,589	+6.24%	$8.46Mn
17	Northern Trust Corp	0000073124	152,895	0.91%	▲8,349	+5.78%	$7.17Mn
18	ALLIANCEBERNSTEIN L.P.	0001109448	151,894	0.90%	▲1,040	+0.69%	$5.94Mn
19	Stieven Capital Advisors, L.P.	0001388279	147,534	0.88%	▲300	+0.20%	$6.92Mn
20	RENAISSANCE TECHNOLOGIES LLC	0001037389	147,181	0.87%	▼5,093	-3.34%	$6.91Mn

Showing 1 to 20 of 183 holders