SmartFinancial Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 08/07/2026 | 1.47 M | $68.89 M | 14.30% | 8.73% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 836.09 K | $39.23 M | -0.04% | 4.97% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 679.82 K | $31.90 M | -0.09% | 4.04% |
| WELLINGTON MANAGEMENT GROUP LLP | 08/14/2026 | 594.39 K | $27.89 M | -11.99% | 3.53% |
| STATE STREET CORP | 08/07/2026 | 457.06 K | $21.45 M | 3.75% | 2.72% |
| AMERICAN CENTURY COMPANIES INC | 08/12/2026 | 448.67 K | $21.05 M | 20.67% | 2.67% |
| PRIVATE CAPITAL MANAGEMENT, LLC | 08/14/2026 | 432.51 K | $20.29 M | 1.02% | 2.57% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 381.42 K | $17.90 M | 7.33% | 2.27% |
| ACADIAN ASSET MANAGEMENT LLC | 08/13/2026 | 346.49 K | $16.25 M | 21.93% | 2.06% |
| FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 08/24/2026 | 319.34 K | $14.98 M | 42.54% | 1.90% |
| CRAVENS & CO ADVISORS, LLC | 08/12/2026 | 220.40 K | $10.34 M | -0.01% | 1.31% |
| SALZHAUER MICHAEL | 07/20/2026 | 211.01 K | $9.90 M | -0.78% | 1.25% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2026 | 188.43 K | $8.84 M | 10.92% | 1.12% |
| CSM ADVISORS, LLC | 08/14/2026 | 184.04 K | $8.64 M | 7.51% | 1.09% |
| MORGAN STANLEY | 08/13/2026 | 182.85 K | $8.58 M | 6.96% | 1.09% |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 08/14/2026 | 180.33 K | $8.46 M | 6.24% | 1.07% |
| NORTHERN TRUST CORP | 08/13/2026 | 152.90 K | $7.17 M | 5.78% | 0.91% |
| ALLIANCEBERNSTEIN L.P. | 08/14/2026 | 151.89 K | $5.94 M | 0.69% | 0.90% |
| STIEVEN CAPITAL ADVISORS, L.P. | 08/14/2026 | 147.53 K | $6.92 M | 0.20% | 0.88% |
| RENAISSANCE TECHNOLOGIES LLC | 08/13/2026 | 147.18 K | $6.91 M | -3.34% | 0.87% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 08/14/2026 | 143.50 K | $6.73 M | 4.56% | 0.85% |
| NORTH REEF CAPITAL MANAGEMENT LP | 08/14/2026 | 137.09 K | $6.43 M | 0.00% | 0.81% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 130.91 K | $6.14 M | 16.71% | 0.78% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 123.93 K | $5.81 M | 1.87% | 0.74% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 123.93 K | $5.81 M | 100.00% | 0.74% |
| NUVEEN, LLC | 08/11/2026 | 112.73 K | $5.29 M | 16.30% | 0.67% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 99.33 K | $4.66 M | 5.08% | 0.59% |
| BANC FUNDS CO LLC | 08/13/2026 | 97.63 K | $4.58 M | -34.95% | 0.58% |
| JPMORGAN CHASE & CO | 08/12/2026 | 94.24 K | $4.44 M | -0.19% | 0.56% |
| ZACKS INVESTMENT MANAGEMENT | 08/13/2026 | 91.70 K | $4.30 M | 7.89% | 0.55% |
| EMPOWERED FUNDS, LLC | 08/17/2026 | 87.00 K | $4.08 M | 7.74% | 0.52% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 08/13/2026 | 86.33 K | $4.05 M | -7.76% | 0.51% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 80.57 K | $3.78 M | -37.96% | 0.48% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 79.83 K | $3.75 M | -1.10% | 0.47% |
| RUSSELL INVESTMENTS GROUP, LTD. | 08/06/2026 | 78.65 K | $3.69 M | -23.53% | 0.47% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2026 | 69.88 K | $3.28 M | -24.60% | 0.42% |
| PANAGORA ASSET MANAGEMENT INC | 08/06/2026 | 65.65 K | $3.08 M | 2.49% | 0.39% |
| MARTINGALE ASSET MANAGEMENT L P | 08/13/2026 | 65.32 K | $3.06 M | 21.48% | 0.39% |
| DEPRINCE RACE & ZOLLO INC | 08/20/2026 | 64.70 K | $3.04 M | -49.34% | 0.38% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 08/13/2026 | 63.77 K | $2.99 M | 26.57% | 0.38% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2026 | 63.27 K | $2.97 M | 26.81% | 0.38% |
| TREXQUANT INVESTMENT LP | 08/14/2026 | 62.22 K | $2.92 M | 168.22% | 0.37% |
| ELIZABETH PARK CAPITAL ADVISORS, LTD. | 08/13/2026 | 59.04 K | $2.77 M | -7.81% | 0.35% |
| FIRST TRUST ADVISORS LP | 08/11/2026 | 48.82 K | $2.29 M | 4.79% | 0.29% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 47.34 K | $2.22 M | 0.11% | 0.28% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 46.21 K | $2.17 M | -6.85% | 0.27% |
| REGIONS FINANCIAL CORP | 08/10/2026 | 46.14 K | $2.16 M | 0.00% | 0.27% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 46.12 K | $2.16 M | -2.79% | 0.27% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 08/13/2026 | 43.84 K | $2.06 M | 4.22% | 0.26% |
| RATHER & KITTRELL, INC. | 08/12/2026 | 40.63 K | $1.91 M | 111.27% | 0.24% |
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SmartFinancial Inc institutional Ownership - FAQ's
During the previous two years, 229 institutional investors and hedge funds held shares of SmartFinancial Inc. The most heavily invested institutionals were:
BlackRock, Inc.: 1.47 M
DIMENSIONAL FUND ADVISORS LP: 836,086
VANGUARD CAPITAL MANAGEMENT LLC: 679,819
WELLINGTON MANAGEMENT GROUP LLP: 594,386
STATE STREET CORP: 457,060
AMERICAN CENTURY COMPANIES INC: 448,667
66.86% of SmartFinancial Inc stock is owned by institutional investors.
Institutional investors have bought a total of 14.04 M shares in the last 24 months. This purchase volume represents approximately $535.01 M in transactions.