SMID Institutional Ownership & Shareholders
SMITH-MIDLAND CORP (SMID) is currently held by 55 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $87.07M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Thompson Davis & Co., Inc. is currently the largest disclosed institutional shareholder of SMID tracked by InsiderSet, reporting ownership valued at approximately $52.90M 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 $41.06M, representing an estimated loss of -22.38% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 92% of the total disclosed SMID value among the investors covered in this analysis. Major shareholders include Thompson Davis & Co., Inc., Needham Investment Management Llc, Blackrock, Inc., and several other long-term asset managers with concentrated positions in SMITH-MIDLAND CORP (SMID).
This page ranks the largest institutional SMID 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
55
Total Reported Value
$87.07M
Largest Holder
Thompson Davis & Co., Inc.
Largest Position
$52.90M
Insider Transactions (90d)
1
Latest Filing Quarter
Q2 2026
New Institutional Positions
70
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Thompson Davis & Co., Inc. | 31.63% | 1,824,119 | $52,899,451 | $41,060,919 | -$11,838,532 | -22.38% | |
| Needham Investment Management Llc | 0.20% | 225,000 | $6,525,000 | $5,064,750 | -$1,460,250 | -22.38% | |
| Blackrock, Inc. | 0.00% | 196,437 | $5,696,673 | $4,421,797 | -$1,274,876 | -22.38% | |
| Vanguard Capital Management Llc | 0.00% | 137,332 | $3,982,628 | $3,091,343 | -$891,285 | -22.38% | |
| Geode Capital Management, Llc | 0.00% | 89,742 | $2,603,124 | $2,020,092 | -$583,032 | -22.40% | |
| Bard Associates Inc | 0.51% | 79,875 | $2,316,375 | $1,797,986 | -$518,389 | -22.38% | |
| Rbf Capital, Llc | 0.09% | 74,200 | $2,151,800 | $1,670,242 | -$481,558 | -22.38% | |
| Rice Hall James & Associates, Llc | 0.08% | 53,979 | $1,565,391 | $1,215,067 | -$350,324 | -22.38% | |
| Dimensional Fund Advisors Lp | 0.00% | 50,555 | $1,466,475 | $1,137,993 | -$328,482 | -22.40% | |
| State Street Corp | 0.00% | 45,713 | $1,325,677 | $1,029,000 | -$296,677 | -22.38% | |
| Vanguard Fiduciary Trust Co | 0.00% | 30,044 | $871,276 | $676,290 | -$194,986 | -22.38% | |
| Northern Trust Corp | 0.00% | 25,844 | $749,476 | $581,748 | -$167,728 | -22.38% | |
| Morgan Stanley | 0.00% | 22,883 | $663,607 | $515,096 | -$148,511 | -22.38% | |
| Topline Capital Management, Llc | 0.15% | 20,012 | $580,348 | $450,470 | -$129,878 | -22.38% | |
| Vanguard Portfolio Management Llc | 0.00% | 19,373 | $561,817 | $436,086 | -$125,731 | -22.38% | |
| Intrust Bank Na | 0.03% | 12,098 | $350,842 | $272,326 | -$78,516 | -22.38% | |
| Bank Of New York Mellon Corp | 0.00% | 11,222 | $325,438 | $252,607 | -$72,831 | -22.38% | |
| Waverly Advisors, Llc | 0.00% | 10,004 | $290,116 | $225,190 | -$64,926 | -22.38% | |
| Goldman Sachs Group Inc | 0.00% | 8,902 | $258,158 | $200,384 | -$57,774 | -22.38% | |
| Charles Schwab Investment Management Inc | 0.00% | 8,726 | $253,054 | $196,422 | -$56,632 | -22.38% | |
| Advanced Asset Management Advisors Inc | 0.06% | 10,000 | $228,000 | $225,100 | -$2,900 | -1.27% | |
| Womack Financial Llc | 0.14% | 9,502 | $216,646 | $213,890 | -$2,756 | -1.27% | |
| Los Angeles Capital Management Llc | 0.00% | 7,085 | $205,465 | $159,483 | -$45,982 | -22.38% | |
| Ubs Group Ag | 0.00% | 6,582 | $190,878 | $148,161 | -$42,717 | -22.38% | |
| Caldwell Sutter Capital, Inc. | 0.04% | 3,272 | $94,888 | $73,653 | -$21,235 | -22.38% | |
| Wells Fargo & Company/Mn | 0.00% | 2,615 | $75,835 | $58,864 | -$16,971 | -22.38% | |
| Jpmorgan Chase & Co | 0.00% | 2,162 | $63,822 | $48,667 | -$15,155 | -23.75% | |
| New York State Common Retirement Fund | 0.00% | 2,161 | $62,669 | $48,644 | -$14,025 | -22.38% | |
| Deutsche Bank Ag\ | 0.00% | 2,011 | $58,319 | $45,268 | -$13,051 | -22.38% | |
| Vanguard Global Advisers, Llc | 0.00% | 1,995 | $57,855 | $44,907 | -$12,948 | -22.38% | |
| Rhumbline Advisers | 0.00% | 1,943 | $56,347 | $43,737 | -$12,610 | -22.38% | |
| Royal Bank Of Canada | 0.00% | 1,758 | $52,000 | $39,573 | -$12,427 | -23.90% | |
| Bnp Paribas Financial Markets | 0.00% | 1,377 | $39,933 | $30,996 | -$8,937 | -22.38% | |
| Citigroup Inc | 0.00% | 1,315 | $38,135 | $29,601 | -$8,534 | -22.38% | |
| Mirae Asset Global Etfs Holdings Ltd. | 0.00% | 1,291 | $37,439 | $29,060 | -$8,379 | -22.38% | |
| Cwm, Llc | 0.00% | 1,064 | $34,612 | $23,951 | -$10,661 | -30.80% | |
| Police & Firemen'S Retirement System Of New Jersey | 0.00% | 1,040 | $30,160 | $23,410 | -$6,750 | -22.38% | |
| Russell Investments Group, Ltd. | 0.00% | 933 | $27,057 | $21,002 | -$6,055 | -22.38% | |
| Tower Research Capital Llc (Trc) | 0.00% | 557 | $16,153 | $12,538 | -$3,615 | -22.38% | |
| Barclays Plc | 0.00% | 406 | $11,774 | $9,139 | -$2,635 | -22.38% | |
| Adirondack Trust Co | 0.00% | 330 | $7,520 | $7,428 | -$92 | -1.22% | |
| Legal & General Group Plc | 0.00% | 250 | $7,250 | $5,628 | -$1,623 | -22.38% | |
| Ameritas Investment Partners, Inc. | 0.00% | 228 | $6,612 | $5,132 | -$1,480 | -22.38% | |
| Gamma Investing Llc | 0.00% | 149 | $3,397 | $3,354 | -$43 | -1.27% | |
| Osaic Holdings, Inc. | 0.00% | 108 | $3,132 | $2,431 | -$701 | -22.38% | |
| Sterling Capital Management Llc | 0.00% | 92 | $2,098 | $2,071 | -$27 | -1.29% | |
| Fmr Llc | 0.00% | 50 | $1,455 | $1,126 | -$330 | -22.65% | |
| California State Teachers Retirement System | 0.00% | 39 | $1,131 | $878 | -$253 | -22.38% | |
| Heritage Investors Management Corp | 0.02% | 38,268 | $873 | $861,413 | +$860,540 | +98572.70% | |
| Optiver Holding B.V. | 0.00% | 30 | $870 | $675 | -$195 | -22.38% |
Frequently asked questions about SMID
Who are the largest institutional holders of SMID?
The largest institutional holders of SMID reported in the latest SEC Form 13F filings include Thompson Davis & Co., Inc., Needham Investment Management Llc, Blackrock, Inc., Vanguard Capital Management Llc, and Geode Capital Management, Llc. InsiderSet ranks institutional holders by their latest reported SMID position.
What is SMID institutional ownership?
This page tracks SMID positions reported by institutional investment managers through SEC Form 13F. SMITH-MIDLAND CORP (SMID) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SMID?
InsiderSet currently tracks 55 institutional managers reporting SMID 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 SMID shareholders.
How much SMID stock do institutions own?
Institutional investment managers disclosed approximately $87.07M in SMID holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SMID institutional ownership last updated?
The latest SMID 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 SMID 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 SMID position after the reporting date.
Are institutions buying or selling SMID?
Institutional buying and selling can be analyzed by comparing SMID positions across consecutive 13F reporting periods. InsiderSet's SMID Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SMID ownership changes.
How has SMID institutional ownership changed over time?
InsiderSet tracks SMID institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.