SMARTFINANCIAL INC. - common stock (SMBK) Institutional Ownership

13F Institutional Holders and Ownership History from Q3 2015 to Q4 2025

Type / Class
Equity / common stock
Symbol
SMBK on NYSE
Shares outstanding
16,304,190
Price per share
$36.99
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
9,735,206
Total reported value
$347,834,803
% of total 13F portfolios
0%
Share change
+117,627
Value change
+$4,450,993
Number of holders
157
Price from insider filings
$36.99
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% $36,321,054 1,200,696 BlackRock, Inc. 31 Mar 2025
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 30 Sep 2025, 157 institutional investors reported holding 9,735,206 shares of SMARTFINANCIAL INC. - common stock (SMBK). This represents 60% of the company’s total 16,304,190 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of SMARTFINANCIAL INC. - common stock (SMBK) together control 46% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 7.7% 1,260,982 -2.8% 0% $45,054,895
VANGUARD GROUP INC 5.2% 846,978 +3.2% 0% $30,262,524
DIMENSIONAL FUND ADVISORS LP 5.1% 836,529 +1.9% 0.01% $29,889,241
WELLINGTON MANAGEMENT GROUP LLP 4% 647,512 +11% 0% $23,135,603
Private Capital Management, LLC 3.3% 533,816 -0.68% 1.8% $19,073,234
STATE STREET CORP 2.1% 344,359 -0.05% 0% $12,303,947
GEODE CAPITAL MANAGEMENT, LLC 2.1% 339,978 +0.74% 0% $12,150,506
AMERICAN CENTURY COMPANIES INC 1.8% 290,274 +12% 0.01% $10,371,490
ACADIAN ASSET MANAGEMENT LLC 1.4% 221,906 +40% 0.01% $7,926,000
Cravens & Co Advisors, LLC 1.4% 220,430 -21% 5.4% $7,875,964
BANC FUNDS CO LLC 1.2% 200,587 0% 1.3% $7,166,974
RENAISSANCE TECHNOLOGIES LLC 1.1% 172,874 -22% 0.01% $6,176,788
CSM Advisors, LLC 1.1% 171,980 -3.2% 0.17% $6,142,000
ALLIANCEBERNSTEIN L.P. 1% 168,434 -8.4% 0% $6,018,147
Stieven Capital Advisors, L.P. 0.91% 148,034 +0.14% 1% $5,289,255
NORTHERN TRUST CORP 0.88% 143,328 +1.3% 0% $5,121,109
BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.83% 135,113 +5.9% 0.1% $4,827,587
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.74% 120,160 +181% 0% $4,293,317
MORGAN STANLEY 0.71% 116,288 -5.5% 0% $4,154,995
DEPRINCE RACE & ZOLLO INC 0.71% 115,700 -11% 0.08% $4,133,961
Connor, Clark & Lunn Investment Management Ltd. 0.69% 112,938 +8.8% 0.01% $4,035,275
GOLDMAN SACHS GROUP INC 0.64% 104,680 +42% 0% $3,740,216
Hillsdale Investment Management Inc. 0.63% 102,681 -36% 0.11% $3,668,792
Nuveen, LLC 0.61% 99,316 +35% 0% $3,548,561
Russell Investments Group, Ltd. 0.58% 94,461 +7.9% 0% $3,375,116

Institutional Holders of SMARTFINANCIAL INC. - common stock (SMBK) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 84,247 $3,117,865 +$1,183,260 $36.99 11
2025 Q3 9,735,206 $347,834,803 +$4,450,993 $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
2019 Q4 6,201,834 $146,668,190 +$13,289,632 $23.65 82
2019 Q3 5,672,686 $118,163,252 +$403,047 $20.83 72
2019 Q2 5,643,672 $122,406,072 +$5,971,034 $21.69 69
2019 Q1 5,415,749 $102,411,574 +$7,494,637 $18.91 69
2018 Q4 4,978,718 $90,755,437 +$2,334,580 $18.27 67
2018 Q3 4,788,637 $112,773,872 +$2,224,956 $23.55 67
2018 Q2 4,686,148 $120,718,714 +$16,910,108 $25.76 68
2018 Q1 4,050,379 $95,421,905 +$12,388,130 $23.56 61
2017 Q4 3,525,487 $76,504,846 +$4,531,605 $21.70 54
2017 Q3 3,314,137 $79,735,818 +$936,163 $24.06 49
2017 Q2 3,277,073 $78,274,934 +$15,624,742 $23.88 47
2017 Q1 2,636,340 $55,467,000 +$36,291,277 $21.04 34
2016 Q4 915,917 $17,445,000 +$1,029,370 $19.03 20
2016 Q3 862,100 $14,038,890 +$1,181,918 $16.29 16
2016 Q2 792,326 $12,582,472 +$1,173,160 $16.00 15
2016 Q1 717,887 $13,279,639 +$2,671,407 $18.50 13
2015 Q4 575,488 $9,260,962 +$9,232,003 $16.09 10
2015 Q3 1,800 $27,090 +$27,090 $15.05 1