SmartFinancial, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK FUNDING, INC. /DE | 02/07/2025 | 1.43 M | $44.43 M | 3.02% | 8.57% |
| VANGUARD GROUP INC | 02/11/2025 | 818,072 | $25.34 M | -4.50% | 4.89% |
| DIMENSIONAL FUND ADVISORS LP | 02/13/2025 | 758,069 | $23.49 M | 4.47% | 4.53% |
| PRIVATE CAPITAL MANAGEMENT, LLC | 02/14/2025 | 522,676 | $16.19 M | -6.29% | 3.12% |
| CRAVENS & CO ADVISORS, LLC | 02/13/2025 | 448,357 | $13.89 M | -0.69% | 2.68% |
| WELLINGTON MANAGEMENT GROUP LLP | 02/12/2025 | 437,793 | $13.56 M | 28.60% | 2.62% |
| BANC FUNDS CO LLC | 02/13/2025 | 362,433 | $11.23 M | -29.59% | 2.17% |
| STATE STREET CORP | 02/14/2025 | 344,651 | $10.68 M | 2.53% | 2.06% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/12/2025 | 333,418 | $10.33 M | -0.62% | 1.99% |
| AMERICAN CENTURY COMPANIES INC | 02/11/2025 | 274,947 | $8.52 M | 17.08% | 1.64% |
| SALZHAUER MICHAEL | 02/13/2025 | 238,789 | $7.40 M | 0.00% | 1.43% |
| ALLIANCEBERNSTEIN L.P. | 02/12/2025 | 208,193 | $6.45 M | 0.59% | 1.24% |
| DEPRINCE RACE & ZOLLO INC | 02/14/2025 | 185,137 | $5.74 M | -7.30% | 1.11% |
| FOUNDRY PARTNERS, LLC | 02/12/2025 | 184,260 | $5.71 M | -0.16% | 1.10% |
| STIEVEN CAPITAL ADVISORS, L.P. | 01/30/2025 | 150,234 | $4.65 M | -2.53% | 0.90% |
| ACADIAN ASSET MANAGEMENT LLC | 02/11/2025 | 147,469 | $4.57 M | 50.05% | 0.88% |
| RENAISSANCE TECHNOLOGIES LLC | 02/13/2025 | 139,274 | $4.31 M | 0.00% | 0.83% |
| RUSSELL INVESTMENTS GROUP, LTD. | 02/13/2025 | 130,194 | $4.03 M | -15.67% | 0.78% |
| ELIZABETH PARK CAPITAL ADVISORS, LTD. | 02/13/2025 | 127,649 | $3.95 M | 0.00% | 0.76% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 02/14/2025 | 127,177 | $3.94 M | 2.74% | 0.76% |
| HILLSDALE INVESTMENT MANAGEMENT INC. | 02/11/2025 | 120,029 | $3.72 M | 100.00% | 0.72% |
| GOLDMAN SACHS GROUP INC | 02/11/2025 | 117,331 | $3.63 M | 18.79% | 0.70% |
| BOOTHBAY FUND MANAGEMENT, LLC | 02/14/2025 | 88,206 | $2.73 M | 4.35% | 0.53% |
| BANK OF NEW YORK MELLON CORP | 02/04/2025 | 77,745 | $2.41 M | -7.51% | 0.46% |
| JPMORGAN CHASE & CO | 02/12/2025 | 75,527 | $2.34 M | 130.57% | 0.45% |
| EMPOWERED FUNDS, LLC | 01/28/2025 | 70,677 | $2.19 M | 5.04% | 0.42% |
| MILLENNIUM MANAGEMENT LLC | 02/14/2025 | 60,255 | $1.87 M | 281.65% | 0.36% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 02/10/2025 | 60,048 | $1.86 M | 423.43% | 0.36% |
| STIFEL FINANCIAL CORP | 02/13/2025 | 55,343 | $1.71 M | -9.27% | 0.33% |
| MARTINGALE ASSET MANAGEMENT L P | 02/13/2025 | 53,238 | $1.65 M | 81.17% | 0.32% |
| REGIONS FINANCIAL CORP | 02/14/2025 | 46,139 | $1.43 M | 0.00% | 0.28% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/06/2025 | 44,448 | $1.38 M | 1.25% | 0.27% |
| LBMC INVESTMENT ADVISORS, LLC | 01/16/2025 | 44,298 | $1.37 M | 0.00% | 0.26% |
| NUVEEN ASSET MANAGEMENT, LLC | 02/14/2025 | 43,949 | $1.36 M | 0.00% | 0.26% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 02/12/2025 | 40,285 | $1.25 M | 173.27% | 0.24% |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 01/21/2025 | 34,938 | $1.08 M | 0.00% | 0.21% |
| VICTORY CAPITAL MANAGEMENT INC | 02/06/2025 | 34,200 | $1.06 M | 7.38% | 0.20% |
| PANAGORA ASSET MANAGEMENT INC | 02/13/2025 | 33,563 | $1.04 M | 1.28% | 0.20% |
| SLATESTONE WEALTH, LLC | 02/10/2025 | 33,427 | $1.04 M | 0.00% | 0.20% |
| CAPTRUST FINANCIAL ADVISORS | 02/14/2025 | 31,023 | $961,093 | -2.87% | 0.19% |
| TWO SIGMA INVESTMENTS, LP | 02/14/2025 | 30,938 | $958,459 | 91.83% | 0.19% |
| TREXQUANT INVESTMENT LP | 02/12/2025 | 30,026 | $930,205 | 1.84% | 0.18% |
| PROFICIO CAPITAL PARTNERS LLC | 02/05/2025 | 29,586 | $29,586 | 100.00% | 0.18% |
| CALDWELL SUTTER CAPITAL, INC. | 01/21/2025 | 28,431 | $880,792 | 0.00% | 0.17% |
| CREATIVE PLANNING | 02/14/2025 | 27,943 | $865,674 | 106.69% | 0.17% |
| INVESCO LTD. | 02/13/2025 | 27,796 | $861,120 | 16.71% | 0.17% |
| BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 02/12/2025 | 27,668 | $857,155 | -3.49% | 0.17% |
| BARCLAYS PLC | 02/13/2025 | 26,095 | $808,000 | 14.21% | 0.16% |
| RHUMBLINE ADVISERS | 01/30/2025 | 24,056 | $745,245 | 0.46% | 0.14% |
| RATHER & KITTRELL, INC. | 02/13/2025 | 22,028 | $682,427 | 0.00% | 0.13% |
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SmartFinancial, Inc. institutional Ownership - FAQ's
During the previous two years, 152 institutional investors and hedge funds held shares of SmartFinancial, Inc.. The most heavily invested institutionals were:
BlackRock Funding, Inc. /DE: 1.43 M
VANGUARD GROUP INC: 818,072
DIMENSIONAL FUND ADVISORS LP: 758,069
Private Capital Management, LLC: 522,676
Cravens & Co Advisors, LLC: 448,357
WELLINGTON MANAGEMENT GROUP LLP: 437,793
57.48% of SmartFinancial, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 11.12 M shares in the last 24 months. This purchase volume represents approximately $345.72 M in transactions.