Smartfinancial SMBK Institutional Ownership

NYSE SMBK

$49.20 +0.92 (+1.91%)

At close: Oct 22, 2026 · 4:00 PM EDT

Institutions by Trading Activity

182 Institutions

Increased 111 61.0%

Unchanged 32 17.6%

Reduced 39 21.4%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

64.51%

▲+1.40 pp QoQ

Shares Held by Institutions

11.03Mn

of 17.10Mn outstanding

▲+2.22% QoQ

Shares Outstanding

17.10Mn

6.07Mn held outside 13F filers

Institutional Investors

182

filed 13F for Jun 2026

▲+9 vs prior quarter

Net Shares Added (QoQ)

+240.05K

accumulated since last quarter

Value of Holdings

$542.72Mn

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

Updated Oct 11, 2026

Smartfinancial Inc. (NYSE:SMBK) had 182 institutional holders reporting a position on Form 13F for the quarter ended June 30, 2026.

These investors held 64.51% of outstanding shares in Q2 2026, up from 63.11% the quarter before.
Total holdings of SMBK shares rose 2.22% from Q1 2026, and the holder count rose 23.81% from Q2 2025.
Of the 182 holders, 111 added to their positions, 39 reduced their stakes and 32 left their positions unchanged in Q2 2026.
The aggregate institutional position in Smartfinancial was 11.03Mn shares at the end of Q2 2026, up 240.04K from the prior quarter and up 1.38Mn from a year earlier.
BlackRock, Inc. was the top holder of Smartfinancial as of June 30, 2026, with 1.47Mn shares, or 8.59% of shares outstanding.
Among existing holders, the largest additions to Smartfinancial in Q2 2026 came from BlackRock, Inc. (+183.64K shares), First Eagle Investment Management, LLC (+95.3K shares), American Century Companies Inc (+76.85K shares), Acadian Asset Management LLC (+62.31K shares) and Trexquant Investment LP (+39.02K shares).
On the other side, among holders that kept a position in Smartfinancial, the largest reductions in Q2 2026 came from Qube Research & Technologies Ltd (-104.72K shares), Wellington Management Group LLP (-80.96K shares), DePrince Race & Zollo Inc (-63.02K shares), Banc Funds Co LLC (-52.46K shares) and Goldman Sachs Group Inc (-49.3K shares).
Smartfinancial's 10 largest institutional shareholders as of Q2 2026 were BlackRock, Inc. (1.47Mn shares), Dimensional Fund Advisors LP (836.09K shares), Vanguard Capital Management LLC (679.82K shares), Wellington Management Group LLP (594.39K shares), State Street Corp (457.06K shares), American Century Companies Inc (448.67K shares), Private Capital Management, LLC (432.51K shares), Geode Capital Management, LLC (381.42K shares), Acadian Asset Management LLC (346.49K shares) and First Eagle Investment Management, LLC (319.34K shares), per Business Quant data.

Form 13F Holdings

182 Institutional Holders

Report period 30 Jun, 2026

Total shares held 11.03Mn

Of outstanding 64.51%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	1,468,195	8.59%	▲183,638	+14.30%	$68.89Mn
2	DIMENSIONAL FUND ADVISORS LP	0000354204	836,086	4.89%	▼302	-0.04%	$39.23Mn
3	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	679,819	3.98%	▼598	-0.09%	$31.90Mn
4	WELLINGTON MANAGEMENT GROUP LLP	0000902219	594,386	3.48%	▼80,961	-11.99%	$27.89Mn
5	State Street Corp	0000093751	457,060	2.67%	▲16,528	+3.75%	$21.45Mn
6	AMERICAN CENTURY COMPANIES INC	0000748054	448,667	2.62%	▲76,854	+20.67%	$21.05Mn
7	Private Capital Management, LLC	0001588456	432,512	2.53%	▲4,365	+1.02%	$20.29Mn
8	GEODE CAPITAL MANAGEMENT, LLC	0001214717	381,419	2.23%	▲26,058	+7.33%	$17.90Mn
9	ACADIAN ASSET MANAGEMENT LLC	0000916542	346,492	2.03%	▲62,313	+21.93%	$16.25K
10	First Eagle Investment Management, LLC	0001325447	319,339	1.87%	▲95,300	+42.54%	$14.98Mn
11	Cravens & Co Advisors, LLC	0001966116	220,400	1.29%	▼30	-0.01%	$10.34Mn
12	SALZHAUER MICHAEL	0001059543	211,013	1.23%	▼1,657	-0.78%	$9.90Mn
13	TWO SIGMA INVESTMENTS, LP	0001179392	188,433	1.10%	▲18,549	+10.92%	$8.84Mn
14	CSM Advisors, LLC	0001863523	184,035	1.08%	▲12,860	+7.51%	$8.64K
15	Morgan Stanley	0000895421	182,854	1.07%	▲11,899	+6.96%	$8.58Mn
16	BASSWOOD CAPITAL MANAGEMENT, L.L.C.	0001085393	180,329	1.05%	▲10,589	+6.24%	$8.46Mn
17	Northern Trust Corp	0000073124	152,895	0.89%	▲8,349	+5.78%	$7.17Mn
18	ALLIANCEBERNSTEIN L.P.	0001109448	151,894	0.89%	▲1,040	+0.69%	$5.94Mn
19	Stieven Capital Advisors, L.P.	0001388279	147,534	0.86%	▲300	+0.20%	$6.92Mn
20	RENAISSANCE TECHNOLOGIES LLC	0001037389	147,181	0.86%	▼5,093	-3.34%	$6.91Mn

Showing 1 to 20 of 182 holders