Smith-Midland Corp. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| THOMPSON DAVIS & CO., INC. | 07/29/2026 | 1.82 M | $52.90 M | -0.96% | 34.37% |
| NEEDHAM INVESTMENT MANAGEMENT LLC | 08/14/2026 | 225.00 K | $6.53 M | 0.00% | 4.24% |
| BLACKROCK, INC. | 08/07/2026 | 196.44 K | $5.70 M | 21.93% | 3.70% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 137.33 K | $3.98 M | -23.84% | 2.59% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 89.74 K | $2.60 M | 8.25% | 1.69% |
| BARD ASSOCIATES INC | 08/12/2026 | 79.88 K | $2.32 M | -0.57% | 1.51% |
| RBF CAPITAL, LLC | 08/14/2026 | 74.20 K | $2.15 M | 0.00% | 1.40% |
| RICE HALL JAMES & ASSOCIATES, LLC | 08/07/2026 | 53.98 K | $1.57 M | 5.13% | 1.02% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 50.56 K | $1.47 M | 13.03% | 0.95% |
| STATE STREET CORP | 08/07/2026 | 45.71 K | $1.33 M | -1.12% | 0.86% |
| HERITAGE INVESTORS MANAGEMENT CORP | 08/04/2026 | 38.27 K | $1.11 M | 0.00% | 0.72% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 30.04 K | $871.28 K | 7.39% | 0.57% |
| NORTHERN TRUST CORP | 08/13/2026 | 25.84 K | $749.48 K | -7.94% | 0.49% |
| MORGAN STANLEY | 08/13/2026 | 22.88 K | $663.61 K | 76.80% | 0.43% |
| TOPLINE CAPITAL MANAGEMENT, LLC | 08/14/2026 | 20.01 K | $580.35 K | 100.00% | 0.38% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 19.37 K | $561.82 K | 17.96% | 0.37% |
| INTRUST BANK NA | 08/05/2026 | 12.10 K | $350.84 K | 0.00% | 0.23% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 11.22 K | $325.44 K | 4.42% | 0.21% |
| WAVERLY ADVISORS, LLC | 08/14/2026 | 10.00 K | $290.12 K | 0.00% | 0.19% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 8.90 K | $258.16 K | 24.61% | 0.17% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 8.73 K | $253.05 K | 17.21% | 0.16% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 8.73 K | $253.05 K | 100.00% | 0.16% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 08/13/2026 | 7.09 K | $205.47 K | 0.00% | 0.13% |
| UBS GROUP AG | 08/13/2026 | 6.58 K | $190.88 K | -7.40% | 0.12% |
| CALDWELL SUTTER CAPITAL, INC. | 08/05/2026 | 3.27 K | $94.89 K | 0.00% | 0.06% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 2.62 K | $75.84 K | 149.76% | 0.05% |
| JPMORGAN CHASE & CO | 08/12/2026 | 2.16 K | $63.82 K | 2.56% | 0.04% |
| NEW YORK STATE COMMON RETIREMENT FUND | 07/29/2026 | 2.16 K | $62.67 K | 0.00% | 0.04% |
| DEUTSCHE BANK AG\ | 08/07/2026 | 2.01 K | $58.32 K | 2.97% | 0.04% |
| VANGUARD GLOBAL ADVISERS, LLC | 08/13/2026 | 2.00 K | $57.86 K | 0.00% | 0.04% |
| RHUMBLINE ADVISERS | 08/12/2026 | 1.94 K | $56.35 K | -48.87% | 0.04% |
| ROYAL BANK OF CANADA | 08/14/2026 | 1.76 K | $52.00 K | 44.10% | 0.03% |
| BNP PARIBAS ARBITRAGE, SNC | 08/13/2026 | 1.38 K | $39.93 K | -7.02% | 0.03% |
| CITIGROUP INC | 08/03/2026 | 1.32 K | $38.14 K | 1,084.68% | 0.02% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 08/14/2026 | 1.29 K | $37.44 K | -4.01% | 0.02% |
| POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 07/23/2026 | 1.04 K | $30.16 K | 0.00% | 0.02% |
| RUSSELL INVESTMENTS GROUP, LTD. | 08/06/2026 | 933 | $27.06 K | 82.94% | 0.02% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 08/11/2026 | 557 | $16.15 K | -18.33% | 0.01% |
| BARCLAYS PLC | 08/14/2026 | 406 | $11.77 K | -14.16% | 0.01% |
| ADIRONDACK TRUST CO | 07/16/2026 | 330 | $9.57 K | 0.00% | 0.01% |
| LEGAL & GENERAL GROUP PLC | 08/14/2026 | 250 | $7.25 K | 0.00% | 0.00% |
| GAMMA INVESTING LLC | 07/07/2026 | 230 | $6.67 K | -18.44% | 0.00% |
| AMERITAS INVESTMENT PARTNERS, INC. | 08/13/2026 | 228 | $6.61 K | 0.00% | 0.00% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 07/22/2026 | 200 | $6.12 K | 0.00% | 0.00% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 108 | $3.13 K | -88.56% | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 08/12/2026 | 66 | $1.91 K | 100.00% | 0.00% |
| FMR LLC | 08/13/2026 | 50 | $1.46 K | -72.97% | 0.00% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 08/24/2026 | 39 | $1.13 K | -73.65% | 0.00% |
| OPTIVER HOLDING B.V. | 08/12/2026 | 30 | $870 | 0.00% | 0.00% |
| MERCER GLOBAL ADVISORS INC /ADV | 08/11/2026 | 25 | $725 | 100.00% | 0.00% |
Smith-Midland Corp. institutional Ownership - FAQ's
During the previous two years, 70 institutional investors and hedge funds held shares of Smith-Midland Corp.. The most heavily invested institutionals were:
THOMPSON DAVIS & CO., INC.: 1.82 M
NEEDHAM INVESTMENT MANAGEMENT LLC: 225,000
BlackRock, Inc.: 196,437
VANGUARD CAPITAL MANAGEMENT LLC: 137,332
GEODE CAPITAL MANAGEMENT, LLC: 89,742
BARD ASSOCIATES INC: 79,875
57.15% of Smith-Midland Corp. stock is owned by institutional investors.
Institutional investors have bought a total of 3.56 M shares in the last 24 months. This purchase volume represents approximately $122.86 M in transactions.