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 31 Dec 2025
Q4 2025
Total 13F shares
7,702,880
Total reported value
$285,084,814
% of total 13F portfolios
0%
Share change
+358,569
Value change
+$13,275,846
Number of holders
116
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 31 Dec 2025, 116 institutional investors reported holding 7,702,880 shares of SMARTFINANCIAL INC. - common stock (SMBK). This represents 47% 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 41% 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. 7.8% 1,264,930 +0.31% 0% $46,789,768
VANGUARD GROUP INC 5.2% 850,823 +0.45% 0% $31,471,943
DIMENSIONAL FUND ADVISORS LP 5.1% 838,797 +0.27% 0.01% $31,027,133
GEODE CAPITAL MANAGEMENT, LLC 2.1% 338,194 -0.52% 0% $12,512,841
STATE STREET CORP 2% 329,811 -4.2% 0% $12,199,709
AMERICAN CENTURY COMPANIES INC 1.9% 312,660 +7.7% 0.01% $11,565,293
ACADIAN ASSET MANAGEMENT LLC 1.5% 247,962 +12% 0.02% $9,169,000
SALZHAUER MICHAEL 1.4% 225,903 0% 3.7% $8,356,156
Cravens & Co Advisors, LLC 1.4% 220,430 0% 5.5% $8,378,544
BANC FUNDS CO LLC 1.2% 200,587 0% 1.5% $7,419,713
RENAISSANCE TECHNOLOGIES LLC 1.1% 178,374 +3.2% 0.01% $6,598,054
CSM Advisors, LLC 1.1% 172,230 +0.15% 0.17% $6,372,000
MORGAN STANLEY 1% 169,012 +45% 0% $6,251,777
GOLDMAN SACHS GROUP INC 1% 163,240 +56% 0% $6,038,248
First Eagle Investment Management, LLC 0.93% 152,167 +376% 0.01% $5,628,657
Stieven Capital Advisors, L.P. 0.91% 147,734 -0.2% 1% $5,464,681
DEPRINCE RACE & ZOLLO INC 0.81% 132,067 +14% 0.09% $4,885,159
Nuveen, LLC 0.77% 125,081 +26% 0% $4,626,747
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.74% 121,286 +0.94% 0% $4,486,369
Connor, Clark & Lunn Investment Management Ltd. 0.6% 98,178 -13% 0.01% $3,631,604
JPMORGAN CHASE & CO 0.57% 93,307 +42% 0% $3,451,426
Empowered Funds, LLC 0.53% 86,967 +11% 0.03% $3,216,909
Bank of New York Mellon Corp 0.43% 70,249 -5.3% 0% $2,598,528
PANAGORA ASSET MANAGEMENT INC 0.39% 63,442 -0.07% 0.01% $2,346,720
JANE STREET GROUP, LLC 0.36% 59,264 +143% 0% $2,192,175

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 7,702,880 $285,084,814 +$13,275,846 $36.99 116
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
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