Smith-Midland Corp. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| THOMPSON DAVIS & CO., INC. | 01/12/2026 | 1.83 M | $66.66 M | 0.08% | 34.58% |
| NEEDHAM INVESTMENT MANAGEMENT LLC | 02/17/2026 | 225.00 K | $8.18 M | 0.90% | 4.24% |
| VANGUARD GROUP INC | 01/29/2026 | 224.84 K | $8.17 M | 0.22% | 4.24% |
| BLACKROCK, INC. | 02/12/2026 | 166.03 K | $6.03 M | -2.86% | 3.13% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 84.97 K | $3.09 M | 1.20% | 1.60% |
| BARD ASSOCIATES INC | 02/13/2026 | 80.53 K | $2.93 M | -1.03% | 1.52% |
| RBF CAPITAL, LLC | 02/17/2026 | 74.20 K | $2.70 M | 0.00% | 1.40% |
| RICE HALL JAMES & ASSOCIATES, LLC | 02/17/2026 | 50.59 K | $1.84 M | 8.82% | 0.95% |
| STATE STREET CORP | 02/13/2026 | 46.43 K | $1.69 M | 0.42% | 0.88% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 40.35 K | $1.47 M | 8.74% | 0.76% |
| HERITAGE INVESTORS MANAGEMENT CORP | 02/06/2026 | 38.27 K | $1.39 M | 0.00% | 0.72% |
| CI PRIVATE WEALTH, LLC | 03/09/2026 | 34.75 K | $1.26 M | 0.00% | 0.66% |
| NORTHERN TRUST CORP | 02/17/2026 | 28.38 K | $1.03 M | -4.52% | 0.54% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 16.61 K | $603.53 K | 100.00% | 0.31% |
| MORGAN STANLEY | 02/13/2026 | 14.28 K | $518.94 K | 19.87% | 0.27% |
| INTRUST BANK NA | 02/06/2026 | 12.10 K | $439.64 K | 0.00% | 0.23% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 11.37 K | $413.08 K | 35.00% | 0.21% |
| WAVERLY ADVISORS, LLC | 02/17/2026 | 10.00 K | $363.51 K | 0.00% | 0.19% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 02/11/2026 | 9.70 K | $368.62 K | -11.91% | 0.18% |
| LAZARD ASSET MANAGEMENT LLC | 02/17/2026 | 8.73 K | $317.25 K | -30.88% | 0.16% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 8.58 K | $311.62 K | 0.00% | 0.16% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 7.70 K | $279.64 K | 3.51% | 0.15% |
| UBS GROUP AG | 01/29/2026 | 6.97 K | $253.11 K | 33.74% | 0.13% |
| JANE STREET GROUP, LLC | 02/12/2026 | 6.53 K | $237.30 K | 9.80% | 0.12% |
| HRT FINANCIAL LP | 02/12/2026 | 5.95 K | $216.00 K | -4.07% | 0.11% |
| BARCLAYS PLC | 02/13/2026 | 4.22 K | $153.50 K | 8.61% | 0.08% |
| RHUMBLINE ADVISERS | 02/13/2026 | 3.97 K | $144.41 K | -17.52% | 0.07% |
| CALDWELL SUTTER CAPITAL, INC. | 01/30/2026 | 3.27 K | $118.90 K | 0.00% | 0.06% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 3.13 K | $113.82 K | -75.17% | 0.06% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 3.04 K | $110.44 K | 75.46% | 0.06% |
| JPMORGAN CHASE & CO | 02/11/2026 | 2.90 K | $105.53 K | -33.73% | 0.05% |
| NEW YORK STATE COMMON RETIREMENT FUND | 02/12/2026 | 2.16 K | $78.53 K | 0.00% | 0.04% |
| BNP PARIBAS ARBITRAGE, SNC | 02/10/2026 | 1.47 K | $53.53 K | 6.43% | 0.03% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 02/17/2026 | 1.31 K | $47.64 K | 8.08% | 0.02% |
| CWM, LLC | 01/26/2026 | 1.06 K | $39.00 K | -0.28% | 0.02% |
| POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 02/13/2026 | 1.04 K | $37.79 K | 0.00% | 0.02% |
| ROYAL BANK OF CANADA | 02/17/2026 | 930 | $34.00 K | 0.98% | 0.02% |
| RUSSELL INVESTMENTS GROUP, LTD. | 02/17/2026 | 544 | $19.77 K | 95.68% | 0.01% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 500 | $18.17 K | -15.82% | 0.01% |
| ADIRONDACK TRUST CO | 01/08/2026 | 330 | $11.99 K | 0.00% | 0.01% |
| GAMMA INVESTING LLC | 01/05/2026 | 320 | $11.63 K | 9.97% | 0.01% |
| 03/26/2026 | 313 | $11.37 K | 100.00% | 0.01% | |
| LEGAL & GENERAL GROUP PLC | 02/09/2026 | 305 | $11.08 K | 0.00% | 0.01% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 02/17/2026 | 296 | $10.76 K | -44.05% | 0.01% |
| AMERITAS INVESTMENT PARTNERS, INC. | 02/11/2026 | 228 | $8.29 K | 0.00% | 0.00% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 02/03/2026 | 200 | $7.27 K | 100.00% | 0.00% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 02/17/2026 | 167 | $6.07 K | -48.77% | 0.00% |
| FMR LLC | 02/17/2026 | 88 | $3.20 K | 39.68% | 0.00% |
| AMALGAMATED BANK | 02/05/2026 | 86 | $3.00 K | -44.52% | 0.00% |
| CITIGROUP INC | 02/13/2026 | 63 | $2.29 K | -62.94% | 0.00% |
Smith-Midland Corp. institutional Ownership - FAQ's
During the previous two years, 62 institutional investors and hedge funds held shares of Smith-Midland Corp.. The most heavily invested institutionals were:
THOMPSON DAVIS & CO., INC.: 1.84 M
HERITAGE INVESTORS MANAGEMENT CORP: 38,268
Bank of New York Mellon Corp: 10,747
UBS Group AG: 7,108
Police & Firemen's Retirement System of New Jersey: 1,040
ADIRONDACK TRUST CO: 330
58.04% of Smith-Midland Corp. stock is owned by institutional investors.
Institutional investors have bought a total of 3.40 M shares in the last 24 months. This purchase volume represents approximately $117.27 M in transactions.