SMBK Institutional Ownership & Shareholders
SMARTFINANCIAL INC (SMBK) is currently held by 186 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $516.76M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Blackrock, Inc. is currently the largest disclosed institutional shareholder of SMBK tracked by InsiderSet, reporting ownership valued at approximately $68.89M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $72.72M, representing an estimated gain of +5.56% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 54% of the total disclosed SMBK value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., Dimensional Fund Advisors Lp, Vanguard Capital Management Llc, and several other long-term asset managers with concentrated positions in SMARTFINANCIAL INC (SMBK).
This page ranks the largest institutional SMBK shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
186
Total Reported Value
$516.76M
Largest Holder
Blackrock, Inc.
Largest Position
$68.89M
Insider Transactions (90d)
4
Latest Filing Quarter
Q2 2026
New Institutional Positions
52
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Blackrock, Inc. | 0.00% | 1,468,195 | $68,887,723 | $72,719,698 | +$3,831,975 | +5.56% | |
| Dimensional Fund Advisors Lp | 0.01% | 784,700 | $38,897,396 | $38,866,191 | -$31,205 | -0.08% | |
| Vanguard Capital Management Llc | 0.00% | 679,819 | $31,897,107 | $33,671,435 | +$1,774,328 | +5.56% | |
| Wellington Management Group Llp | 0.00% | 594,386 | $27,888,592 | $29,439,939 | +$1,551,347 | +5.56% | |
| State Street Corp | 0.00% | 457,060 | $21,445,255 | $22,638,182 | +$1,192,927 | +5.56% | |
| American Century Companies Inc | 0.01% | 448,667 | $21,051,456 | $22,222,477 | +$1,171,021 | +5.56% | |
| Private Capital Management, Llc | 1.84% | 432,512 | $20,293,448 | $21,422,319 | +$1,128,871 | +5.56% | |
| Geode Capital Management, Llc | 0.00% | 381,419 | $17,900,516 | $18,891,683 | +$991,167 | +5.54% | |
| Acadian Asset Management Llc | 0.02% | 346,492 | $16,250,000 | $17,161,749 | +$911,749 | +5.61% | |
| First Eagle U.S. Value | Jean-Marie Eveillard | 0.02% | 319,339 | $14,983,386 | $15,816,861 | +$833,475 | +5.56% |
| Cravens & Co Advisors, Llc | 7.41% | 220,400 | $10,925,228 | $10,916,412 | -$8,816 | -0.08% | |
| Two Sigma Investments, Lp | 0.01% | 188,433 | $8,841,276 | $9,333,086 | +$491,810 | +5.56% | |
| Csm Advisors, Llc | 0.18% | 184,035 | $8,637,000 | $9,115,254 | +$478,254 | +5.54% | |
| Morgan Stanley | 0.00% | 182,854 | $8,579,523 | $9,056,759 | +$477,236 | +5.56% | |
| Basswood Capital Management, L.L.C. | 0.36% | 180,329 | $8,461,037 | $8,931,695 | +$470,658 | +5.56% | |
| Northern Trust Corp | 0.00% | 152,895 | $7,173,833 | $7,572,889 | +$399,056 | +5.56% | |
| Salzhauer Michael | 2.94% | 140,895 | $6,984,170 | $6,978,529 | -$5,641 | -0.08% | |
| Stieven Capital Advisors, L.P. | 1.32% | 147,534 | $6,922,295 | $7,307,359 | +$385,064 | +5.56% | |
| Renaissance Technologies LLC | Jim Simons | 0.01% | 147,181 | $6,905,733 | $7,289,875 | +$384,142 | +5.56% |
| Bridgeway Capital Management, Llc | 0.12% | 143,495 | $6,732,785 | $7,107,307 | +$374,522 | +5.56% | |
| North Reef Capital Management Lp | 0.25% | 137,089 | $6,432,216 | $6,790,018 | +$357,802 | +5.56% | |
| Vanguard Portfolio Management Llc | 0.00% | 130,914 | $6,142,485 | $6,484,170 | +$341,685 | +5.56% | |
| Alliancebernstein L.P. | 0.00% | 151,894 | $5,936,018 | $7,523,310 | +$1,587,292 | +26.74% | |
| Charles Schwab Investment Management Inc | 0.00% | 123,934 | $5,814,983 | $6,138,451 | +$323,468 | +5.56% | |
| Nuveen, Llc | 0.00% | 112,734 | $5,289,479 | $5,583,715 | +$294,236 | +5.56% | |
| Vanguard Fiduciary Trust Co | 0.00% | 99,332 | $4,660,657 | $4,919,914 | +$259,257 | +5.56% | |
| Banc Funds Co Llc | 0.76% | 97,626 | $4,580,612 | $4,835,416 | +$254,804 | +5.56% | |
| Jpmorgan Chase & Co | 0.00% | 94,236 | $4,442,285 | $4,667,509 | +$225,224 | +5.07% | |
| Zacks Investment Management | 0.03% | 91,697 | $4,302,477 | $4,541,752 | +$239,275 | +5.56% | |
| Empowered Funds, Llc | 0.02% | 86,995 | $4,081,805 | $4,308,862 | +$227,057 | +5.56% | |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | 86,330 | $4,050,604 | $4,275,925 | +$225,321 | +5.56% | |
| Goldman Sachs Group Inc | 0.00% | 80,568 | $3,780,250 | $3,990,533 | +$210,283 | +5.56% | |
| Bank Of New York Mellon Corp | 0.00% | 79,830 | $3,745,626 | $3,953,980 | +$208,354 | +5.56% | |
| Russell Investments Group, Ltd. | 0.00% | 78,646 | $3,691,380 | $3,895,336 | +$203,956 | +5.53% | |
| Millennium Management Llc | 0.00% | 69,875 | $3,278,535 | $3,460,909 | +$182,374 | +5.56% | |
| Panagora Asset Management Inc | 0.01% | 65,649 | $3,080,251 | $3,251,595 | +$171,344 | +5.56% | |
| Martingale Asset Management L P | 0.07% | 65,317 | $3,064,674 | $3,235,151 | +$170,477 | +5.56% | |
| Arrowstreet Capital, Limited Partnership | 0.00% | 63,767 | $2,991,948 | $3,158,380 | +$166,432 | +5.56% | |
| Aqr Capital Management Llc | 0.00% | 63,265 | $2,968,376 | $3,133,515 | +$165,139 | +5.56% | |
| Trexquant Investment Lp | 0.02% | 62,217 | $2,919,222 | $3,081,608 | +$162,386 | +5.56% | |
| Elizabeth Park Capital Advisors, Ltd. | 1.91% | 59,042 | $2,770,251 | $2,924,350 | +$154,099 | +5.56% | |
| First Trust Advisors Lp | 0.00% | 48,823 | $2,290,775 | $2,418,203 | +$127,428 | +5.56% | |
| Raymond James Financial Inc | 0.00% | 47,337 | $2,221,058 | $2,344,602 | +$123,544 | +5.56% | |
| Stifel Financial Corp | 0.00% | 46,209 | $2,168,126 | $2,288,732 | +$120,606 | +5.56% | |
| Regions Financial Corp | 0.01% | 46,139 | $2,164,842 | $2,285,265 | +$120,423 | +5.56% | |
| Bank Of America Corp | 0.00% | 46,121 | $2,163,997 | $2,284,373 | +$120,376 | +5.56% | |
| Deprince Race & Zollo Inc | 0.04% | 42,128 | $2,088,285 | $2,086,600 | -$1,685 | -0.08% | |
| Los Angeles Capital Management Llc | 0.01% | 43,844 | $2,057,160 | $2,171,593 | +$114,433 | +5.56% | |
| Rather & Kittrell, Inc. | 0.27% | 40,631 | $1,906,407 | $2,012,453 | +$106,046 | +5.56% | |
| Patriot Investment Management Group, Inc. | 0.10% | 34,938 | $1,731,877 | $1,730,479 | -$1,398 | -0.08% |
Frequently asked questions about SMBK
Who are the largest institutional holders of SMBK?
The largest institutional holders of SMBK reported in the latest SEC Form 13F filings include Blackrock, Inc., Dimensional Fund Advisors Lp, Vanguard Capital Management Llc, Wellington Management Group Llp, and State Street Corp. InsiderSet ranks institutional holders by their latest reported SMBK position.
What is SMBK institutional ownership?
This page tracks SMBK positions reported by institutional investment managers through SEC Form 13F. SMARTFINANCIAL INC (SMBK) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SMBK?
InsiderSet currently tracks 186 institutional managers reporting SMBK holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SMBK shareholders.
How much SMBK stock do institutions own?
Institutional investment managers disclosed approximately $516.76M in SMBK holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SMBK institutional ownership last updated?
The latest SMBK institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SMBK holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SMBK position after the reporting date.
Are institutions buying or selling SMBK?
Institutional buying and selling can be analyzed by comparing SMBK positions across consecutive 13F reporting periods. InsiderSet's SMBK Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SMBK ownership changes.
How has SMBK institutional ownership changed over time?
InsiderSet tracks SMBK institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.