Latest Period
Q1 2026
Security Snapshot
SMARTFINANCIAL INC. - Common Stock (SMBK) Institutional Ownership
CUSIP: 83190L208
13F Institutional Holders and Ownership History from Q3 2015 to Q1 2026
Institutions Reporting
173
Shares (Excl. Options)
10,849,994
Price
$39.08
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- Security type / class
- Equity / Common Stock
- Symbol
- SMBK on NYSE
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 10,849,994
- Total 13F value
- $423,685,011
- Portfolio coverage rank
- 0%
- Share change
- +204,938
- Value change
- +$8,393,348
- Number of holders
- 173
- Shares outstanding
- 17,164,483
- SEC-reported price per share
- $41.01
- Insider filing price
- $41.01
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
3 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- SMBK - SMARTFINANCIAL INC. - Common Stock is tracked under CUSIP 83190L208.
- 173 institutions reported positions in Q1 2026.
- 3 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 166 to 173 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $393,274,425 to $423,685,011.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 173 institutions filings for Q1 2026.
Security key
83190L208
Latest holder period
Q1 2026
13F holders
173
13D/G owners
3
CIK / CUSIP context first
Open Q1 2026 holders
SMBK full holder history
SMARTFINANCIAL INC. SEC filings
SMARTFINANCIAL INC. company facts
SMARTFINANCIAL INC. insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 83190L208:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
3
Security
SMBK
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | 6% | -16% | $40,247,281 | -$6,675,919 | 1,029,869 | -14% | BlackRock, Inc. | 31 Mar 2026 |
| VANGUARD GROUP INC | 4.8% | $24,746,678 | 818,072 | The Vanguard Group | 31 Dec 2024 | |||
| LEHMAN KENNETH R | 4.2% | $25,329,590 | 684,776 | LEHMAN KENNETH R | 31 Dec 2025 |
As of 31 Mar 2026, 173 institutional investors reported holding 10,849,994 shares of SMARTFINANCIAL INC. - Common Stock (SMBK). This represents 63% of the company’s total 17,164,483 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
46%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | 7.5% | 1,284,557 | +1.6% | 0% | $50,200,497 |
| DIMENSIONAL FUND ADVISORS LP | 4.9% | 836,388 | -0.29% | 0.01% | $32,685,876 |
| VANGUARD CAPITAL MANAGEMENT LLC | 4% | 680,417 | 0% | 0% | $26,590,696 |
| WELLINGTON MANAGEMENT GROUP LLP | 3.9% | 675,347 | -7.3% | 0% | $26,392,561 |
| STATE STREET CORP | 2.6% | 440,532 | +34% | 0% | $17,215,991 |
| Private Capital Management, LLC | 2.5% | 428,147 | -10% | 1.7% | $16,731,972 |
| AMERICAN CENTURY COMPANIES INC | 2.2% | 371,813 | +19% | 0.01% | $14,530,452 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.1% | 355,361 | +5.1% | 0% | $13,890,884 |
| ACADIAN ASSET MANAGEMENT LLC | 1.7% | 284,179 | +15% | 0.02% | $11,103,000 |
| First Eagle Investment Management, LLC | 1.3% | 224,039 | +47% | 0.01% | $8,755,444 |
| Cravens & Co Advisors, LLC | 1.3% | 220,430 | 0% | 5.6% | $8,614,404 |
| SALZHAUER MICHAEL | 1.2% | 212,670 | -5.9% | 4.7% | $8,311,148 |
| CSM Advisors, LLC | 1% | 171,175 | -0.61% | 0.16% | $6,689,000 |
| MORGAN STANLEY | 1% | 170,955 | +1.1% | 0% | $6,680,966 |
| TWO SIGMA INVESTMENTS, LP | 0.99% | 169,884 | +36% | 0.01% | $6,639,067 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 0.99% | 169,740 | 0.34% | $6,633,439 | |
| RENAISSANCE TECHNOLOGIES LLC | 0.89% | 152,274 | -15% | 0.01% | $5,950,868 |
| ALLIANCEBERNSTEIN L.P. | 0.88% | 150,854 | -2% | 0% | $5,580,089 |
| BANC FUNDS CO LLC | 0.87% | 150,087 | -25% | 1.1% | $5,865,400 |
| Stieven Capital Advisors, L.P. | 0.86% | 147,234 | -0.34% | 1.2% | $5,753,905 |
| NORTHERN TRUST CORP | 0.84% | 144,546 | +5.6% | 0% | $5,648,857 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.8% | 137,242 | -4.3% | 0.11% | $5,363,417 |
| North Reef Capital Management LP | 0.8% | 137,088 | +1.6% | 0.18% | $5,357,399 |
| GOLDMAN SACHS GROUP INC | 0.76% | 129,873 | -20% | 0% | $5,075,437 |
| DEPRINCE RACE & ZOLLO INC | 0.74% | 127,724 | -3.3% | 0.09% | $4,991,454 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
43
Latest
Q1 2026
Rows shown
1-25 of 43
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 10,849,994 | $423,685,011 | +$8,393,348 | $39.08 | 173 |
| 2025 Q4 | 10,627,728 | $393,274,425 | +$24,871,936 | $36.99 | 166 |
| 2025 Q3 | 9,735,207 | $347,834,768 | +$4,302,249 | $35.73 | 157 |
| 2025 Q2 | 9,851,975 | $332,801,878 | +$10,287,592 | $33.78 | 148 |
| 2025 Q1 | 9,734,170 | $302,525,862 | +$1,467,505 | $31.08 | 139 |
| 2024 Q4 | 9,628,194 | $298,348,721 | +$6,581,860 | $30.98 | 128 |
| 2024 Q3 | 9,401,493 | $273,966,238 | +$9,407,671 | $29.14 | 116 |
| 2024 Q2 | 9,080,346 | $214,935,459 | +$5,717,568 | $23.67 | 102 |
| 2024 Q1 | 8,786,394 | $185,124,766 | +$1,752,156 | $21.07 | 99 |
| 2023 Q4 | 8,747,951 | $214,014,291 | +$5,765,484 | $24.49 | 102 |
| 2023 Q3 | 8,439,926 | $180,333,424 | +$2,092,150 | $21.37 | 93 |
| 2023 Q2 | 8,384,280 | $180,343,898 | -$2,342,859 | $21.51 | 93 |
| 2023 Q1 | 8,449,832 | $195,484,243 | -$990,078 | $23.14 | 96 |
| 2022 Q4 | 8,443,489 | $232,146,393 | +$5,543,297 | $27.50 | 93 |
| 2022 Q3 | 7,501,333 | $185,304,862 | +$1,765,131 | $24.71 | 92 |
| 2022 Q2 | 7,432,137 | $179,557,533 | +$2,488,001 | $24.16 | 96 |
| 2022 Q1 | 7,353,682 | $188,115,177 | +$748,588 | $25.58 | 96 |
| 2021 Q4 | 7,304,747 | $199,781,354 | +$9,488,927 | $27.36 | 95 |
| 2021 Q3 | 6,897,362 | $178,262,490 | +$6,873,984 | $25.85 | 90 |
| 2021 Q2 | 6,678,960 | $160,324,531 | +$584,397 | $24.01 | 89 |
| 2021 Q1 | 6,689,061 | $144,891,471 | +$6,614,377 | $21.65 | 84 |
| 2020 Q4 | 6,371,818 | $115,623,538 | +$3,727,523 | $18.14 | 80 |
| 2020 Q3 | 6,190,423 | $84,113,705 | -$2,690,044 | $13.59 | 74 |
| 2020 Q2 | 6,352,781 | $102,751,085 | +$2,731,470 | $16.18 | 82 |
| 2020 Q1 | 6,190,131 | $94,149,962 | -$2,178,746 | $15.21 | 79 |