Who Owns SmartFinancial, Inc. (SMBK)?Hedge Fund & Institutional Holders

$37.93-0.16 (-0.42%)Financial ServicesNYSE

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

5.359290290505763e+260%

QoQ Change in Holders

+10 / -2

Price History

$27.11$31.08$35.05$39.02$42.99Sep 24Jun 25Mar 26

SMBK — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Cravens & Co Advisors, LLCNew Position+220K+$8.4B
SALZHAUER MICHAELNew Position+226K+$8.4B
DEPRINCE RACE & ZOLLO INCNew Position+132K+$4.9B
First Eagle Investment Management, LLCIncreased+120K+$4.5B
ALGEBRIS (UK) LTDNew Position+58K+$2.2B
CITADEL ADVISORS LLCNew Position+56K+$2.0B
WELLINGTON MANAGEMENT GROUP LLPIncreased+81K+$1.9B
MILLENNIUM MANAGEMENT LLCIncreased+45K+$1.6B
TWO SIGMA INVESTMENTS, LPIncreased+55K+$1.5B
GOLDMAN SACHS GROUP INCIncreased+59K+$1.3B
CALDWELL SUTTER CAPITAL, INC.New Position+28K+$1.1B
LOS ANGELES CAPITAL MANAGEMENT LLCNew Position+40K+$1.0B
BAILARD, INC.New Position+21K+$784.0M
LeConte Wealth Management, LLCNew Position+20K+$751.0M
Rather & Kittrell, Inc.New Position+19K+$711.0M

SMBK — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Hillsdale Investment Management Inc.Decreased-102K-$3.7B
BOOTHBAY FUND MANAGEMENT, LLCClosed Position-44K-$1.6B
Private Capital Management, LLCDecreased-58K-$1.5B
NORTHERN TRUST CORPDecreased-6K-$1.1B
Connor, Clark & Lunn Investment Management Ltd.Decreased-15K-$1.0B
ALLIANCEBERNSTEIN L.P.Decreased-15K-$1.0B
VICTORY CAPITAL MANAGEMENT INCDecreased-1K-$1.0B
STIFEL FINANCIAL CORPDecreased-6K-$977.4M
MARTINGALE ASSET MANAGEMENT L PDecreased-11K-$946.9M
Brandywine Global Investment Management, LLCDecreased-800-$906.1M
Creative PlanningDecreased-106-$851.3M
PMC FIG Opportunities LLCClosed Position-23K-$826.2M
RHUMBLINE ADVISERSDecreased-3K-$766.7M
AQR CAPITAL MANAGEMENT LLCDecreased-2K-$738.9M
LBMC INVESTMENT ADVISORS, LLCDecreased-21K-$715.3M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1DIMENSIONAL FUND ADVISORS LP804,793$29.0B0.01%Share
2Private Capital Management, LLC475,601$17.6B1.61%Share
3WELLINGTON MANAGEMENT GROUP LLP446,110$16.0B0.00%Share
4AMERICAN CENTURY COMPANIES INC312,660$11.0B0.01%Share
5Cravens & Co Advisors, LLC220,430$8.4B5.49%Share
6SALZHAUER MICHAEL225,903$8.4B3.42%Share
7WELLINGTON MANAGEMENT GROUP LLP235,151$8.0B0.00%Share
8RENAISSANCE TECHNOLOGIES LLC178,374$6.0B0.01%Share
9First Eagle Investment Management, LLC152,167$5.6B0.01%Share
10BRIDGEWAY CAPITAL MANAGEMENT, LLC143,467$5.0B0.10%Share
11ALLIANCEBERNSTEIN L.P.153,884$5.0B0.00%Share
12DEPRINCE RACE & ZOLLO INC132,067$4.9B0.09%Share
13TWO SIGMA INVESTMENTS, LP124,658$4.0B0.01%Share
14CHARLES SCHWAB INVESTMENT MANAGEMENT INC121,286$4.0B0.00%Share
15GOLDMAN SACHS GROUP INC124,941$4.0B0.00%Share
16NORTHERN TRUST CORP133,808$4.0B0.00%Share
17Nuveen, LLC89,191$3.0B0.00%Share
18MILLENNIUM MANAGEMENT LLC83,402$3.0B0.00%Share
19Connor, Clark & Lunn Investment Management Ltd.98,178$3.0B0.01%Share
20Elizabeth Park Capital Advisors, Ltd.73,891$2.7B2.25%Share
21ALGEBRIS (UK) LTD58,316$2.2B0.17%Share
22ZACKS INVESTMENT MANAGEMENT78,575$2.0B0.02%Share
23JPMORGAN CHASE & CO54,177$2.0B0.00%Share
24CITADEL ADVISORS LLC55,995$2.0B0.00%Share
25TWO SIGMA ADVISERS, LP61,900$2.0B0.00%Share
26PANAGORA ASSET MANAGEMENT INC63,442$2.0B0.01%Share
27REGIONS FINANCIAL CORP46,139$1.7B0.01%Share
28PATRIOT INVESTMENT MANAGEMENT GROUP, INC.34,938$1.3B0.08%Share
29CALDWELL SUTTER CAPITAL, INC.28,431$1.1B0.45%Share
30LOS ANGELES CAPITAL MANAGEMENT LLC39,803$1.0B0.00%Share
31GOLDMAN SACHS GROUP INC38,299$1.0B0.00%Share
32JPMORGAN CHASE & CO31,004$1.0B0.00%Share
33DIMENSIONAL FUND ADVISORS LP27,473$1.0B0.00%Share
34MARTINGALE ASSET MANAGEMENT L P42,565$1.0B0.03%Share
35STIFEL FINANCIAL CORP49,543$1.0B0.00%Share
36Russell Investments Group, Ltd.52,536$1.0B0.00%Share
37BARCLAYS PLC34,384$1.0B0.00%Share
38D. E. Shaw & Co., Inc.49,730$1.0B0.00%Share
39FIRST TRUST ADVISORS LP46,310$1.0B0.00%Share
40ARROWSTREET CAPITAL, LIMITED PARTNERSHIP50,381$1.0B0.00%Share
41WELLINGTON MANAGEMENT GROUP LLP40,630$1.0B0.00%Share
42AQR CAPITAL MANAGEMENT LLC45,451$1.0B0.00%Share
43Nuveen, LLC35,346$1.0B0.00%Share
44KENNEDY CAPITAL MANAGEMENT LLC23,711$877.0M0.02%Share
45LBMC INVESTMENT ADVISORS, LLC23,048$852.0M0.05%Share
46HSBC HOLDINGS PLC22,325$824.0M0.00%Share
47BAILARD, INC.21,200$784.0M0.02%Share
48LeConte Wealth Management, LLC20,322$751.0M0.49%Share
49Rather & Kittrell, Inc.19,232$711.0M0.11%Share
50SILVER OAK SECURITIES, INCORPORATED16,018$593.0M0.04%Share

SMBK Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025164$194.1B+43
Q3 2025121$195.3B-10
Q2 2025131$165.1B-8
Q1 2025139$237.2B+18
Q4 2024121$3.0T+23
Q3 202498$7.7T+15
Q2 202483$5.3T+1
Q1 202482$3.3T—

Similar Stocks by Institutional Ownership

1306.T

NEXT FUNDS TOPIX Exchange Traded Fund

152100.KS

PLUS 200

102780.KS

Kodex Samsung Group

1591.T

NEXT FUNDS JPX-Nikkei Index 400 Exchange Traded Fund

VOO

Vanguard S&P 500 ETF

OAKI

Oakmark International Large Cap ETF

BCTK

Baron Technology ETF

JPM

JPMorgan Chase & Co.

As of Q4 2025, 50 institutional investors hold SMBK (SmartFinancial, Inc.). The largest holder is DIMENSIONAL FUND ADVISORS LP with $29.0B in shares. This quarter, 10 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own SMBK?

As of Q4 2025, 50 institutional investors report holding SMBK (SmartFinancial, Inc.) in their 13F filings.

Who is the largest institutional holder of SMBK?

The largest institutional holder of SMBK is DIMENSIONAL FUND ADVISORS LP with $29.0B in shares.

Is institutional ownership of SMBK increasing or decreasing?

This quarter, 10 institutions opened new positions in SMBK and 2 closed their positions.