SMARTFINANCIAL INC. - Common Stock (SMBK)

Historical Holders from Q3 2015 to Q3 2025

Symbol
SMBK on NYSE
Type / Class
Equity / Common Stock
Shares outstanding
16,911,211
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares, excl. options
9,735,206
Holdings value
$347,834,803
% of all portfolios
0%
Number of holders
157
Number of buys
68
Number of sells
67
Average buys %
+0%
Average sells %
-0%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of SMARTFINANCIAL INC. - Common Stock (SMBK) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BlackRock, Inc. 7.1% $34,171,808 1,200,696 BlackRock, Inc. 31 Mar 2025
VANGUARD GROUP INC 4.8% $23,282,329 818,072 The Vanguard Group 31 Dec 2024
As of 30 Sep 2025 SMARTFINANCIAL INC. - Common Stock (SMBK) has 157 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 9,735,206 shares of 16,911,211 outstanding shares and own 58% of the company stock as of 30 Sep 2025.

Top 25 institutional shareholders of SMARTFINANCIAL INC. - Common Stock (SMBK) own 45% of the company based on 13F filings as of 30 Sep 2025

Filer Ownership Holdings Value Nb Shares Share Change %
BlackRock, Inc. 7.5% $45,054,895 1,260,982 -2.8%
VANGUARD GROUP INC 5% $30,262,524 846,978 +3.2%
DIMENSIONAL FUND ADVISORS LP 4.9% $29,889,241 836,529 +1.9%
WELLINGTON MANAGEMENT GROUP LLP 3.8% $23,135,603 647,512 +11%
Private Capital Management, LLC 3.2% $19,073,234 533,816 -0.68%
STATE STREET CORP 2% $12,303,947 344,359 -0.05%
GEODE CAPITAL MANAGEMENT, LLC 2% $12,150,506 339,978 +0.74%
AMERICAN CENTURY COMPANIES INC 1.7% $10,371,490 290,274 +12%
ACADIAN ASSET MANAGEMENT LLC 1.3% $7,926,000 221,906 +40%
Cravens & Co Advisors, LLC 1.3% $7,875,964 220,430 -21%
BANC FUNDS CO LLC 1.2% $7,166,974 200,587 0%
RENAISSANCE TECHNOLOGIES LLC 1% $6,176,788 172,874 -22%
CSM Advisors, LLC 1% $6,142,000 171,980 -3.2%
ALLIANCEBERNSTEIN L.P. 1% $6,018,147 168,434 -8.4%
Stieven Capital Advisors, L.P. 0.88% $5,289,255 148,034 +0.14%
NORTHERN TRUST CORP 0.85% $5,121,109 143,328 +1.3%
BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.8% $4,827,587 135,113 +5.9%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.71% $4,293,317 120,160 +181%
MORGAN STANLEY 0.69% $4,154,995 116,288 -5.5%
DEPRINCE RACE & ZOLLO INC 0.68% $4,133,961 115,700 -11%
Connor, Clark & Lunn Investment Management Ltd. 0.67% $4,035,275 112,938 +8.8%
GOLDMAN SACHS GROUP INC 0.62% $3,740,216 104,680 +42%
Hillsdale Investment Management Inc. 0.61% $3,668,792 102,681 -36%
Nuveen, LLC 0.59% $3,548,561 99,316 +35%
Russell Investments Group, Ltd. 0.56% $3,375,116 94,461 +7.9%

Institutional Holders of SMARTFINANCIAL INC. - Common Stock (SMBK) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price Investors
2025 Q3 9,735,206 $347,834,803 +$4,451,409 $35.73 157
2025 Q2 9,851,998 $332,803,127 +$10,288,791 $33.78 149
2025 Q1 9,734,170 $302,525,785 +$1,467,754 $31.08 139
2024 Q4 9,628,194 $298,348,298 +$6,581,611 $30.98 128
2024 Q3 9,361,023 $272,786,528 +$8,890,691 $29.14 115
2024 Q2 9,057,619 $214,397,548 +$5,179,624 $23.67 101
2024 Q1 8,786,394 $185,125,153 +$1,719,689 $21.07 99
2023 Q4 8,410 $205,961 +$205,961 $24.49 1
2023 Q3 8,355,804 $178,535,600 +$2,108,799 $21.37 91
2023 Q2 8,384,280 $180,343,781 -$2,343,409 $21.51 93
2023 Q1 8,428,512 $194,991,127 -$1,060,230 $23.14 95
2022 Q4 8,443,489 $232,146,125 +$5,993,025 $27.50 93
2022 Q3 7,337,637 $181,259,862 +$390,310 $24.71 91
2022 Q2 7,432,137 $179,557,533 +$2,488,005 $24.16 96
2022 Q1 7,353,682 $188,115,177 +$747,183 $25.58 96
2021 Q4 7,223,400 $197,555,354 +$9,316,412 $27.36 94
2021 Q3 6,897,417 $178,263,490 +$6,573,518 $25.85 90
2021 Q2 6,670,277 $159,864,531 +$1,365,100 $24.01 89
2021 Q1 6,689,275 $144,894,471 +$6,611,571 $21.65 85
2020 Q4 6,371,818 $115,623,538 +$3,725,421 $18.14 80
2020 Q3 5,485,191 $74,530,705 -$2,025,006 $13.59 73
2020 Q2 6,330,465 $102,390,085 +$2,688,578 $16.18 81
2020 Q1 6,173,762 $93,900,962 -$1,889,145 $15.21 78
2019 Q4 6,201,834 $146,668,190 +$13,428,795 $23.65 82
2019 Q3 5,672,686 $118,163,252 +$403,056 $20.83 72
2019 Q2 5,643,672 $122,406,072 +$5,970,250 $21.69 69
2019 Q1 5,412,976 $102,359,574 +$7,387,325 $18.91 68
2018 Q4 4,922,297 $89,726,437 +$2,477,724 $18.27 65
2018 Q3 4,788,637 $112,773,872 +$801,625 $23.55 67
2018 Q2 4,686,148 $120,718,714 +$16,907,050 $25.76 68
2018 Q1 3,995,034 $94,118,905 +$12,234,309 $23.56 60
2017 Q4 3,524,490 $76,482,846 +$4,508,305 $21.70 53
2017 Q3 3,290,477 $79,166,818 +$949,943 $24.06 48
2017 Q2 3,277,073 $78,274,934 +$15,798,981 $23.88 47
2017 Q1 2,636,340 $55,467,000 +$35,209,305 $21.04 34
2016 Q4 915,917 $17,445,000 +$1,029,370 $19.03 20
2016 Q3 862,100 $14,038,890 +$1,181,926 $16.29 16
2016 Q2 792,326 $12,582,472 +$1,171,907 $16.00 15
2016 Q1 717,287 $13,268,639 +$2,671,124 $18.50 12
2015 Q4 575,488 $9,260,962 +$9,232,013 $16.09 10
2015 Q3 1,800 $27,090 +$27,090 $15.05 1