SmartFinancial Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 05/13/2026 | 1.28 M | $50.20 M | 1.55% | 7.65% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 836.39 K | $32.69 M | -0.29% | 4.98% |
| 05/15/2026 | 680.42 K | $26.59 M | 100.00% | 4.05% | |
| WELLINGTON MANAGEMENT GROUP LLP | 05/15/2026 | 675.35 K | $26.39 M | -7.25% | 4.02% |
| STATE STREET CORP | 05/15/2026 | 440.53 K | $17.22 M | 33.57% | 2.62% |
| PRIVATE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 428.15 K | $16.73 M | -9.98% | 2.55% |
| AMERICAN CENTURY COMPANIES INC | 05/15/2026 | 371.81 K | $14.53 M | 18.92% | 2.21% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 355.36 K | $13.89 M | 5.08% | 2.12% |
| ACADIAN ASSET MANAGEMENT LLC | 05/13/2026 | 284.18 K | $11.10 M | 14.61% | 1.69% |
| FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 05/14/2026 | 224.04 K | $8.76 M | 47.23% | 1.33% |
| CRAVENS & CO ADVISORS, LLC | 05/14/2026 | 220.43 K | $8.61 M | 0.00% | 1.31% |
| SALZHAUER MICHAEL | 05/05/2026 | 212.67 K | $8.31 M | -5.86% | 1.27% |
| CSM ADVISORS, LLC | 05/15/2026 | 171.18 K | $6.69 M | -0.61% | 1.02% |
| MORGAN STANLEY | 05/15/2026 | 170.96 K | $6.68 M | 1.15% | 1.02% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2026 | 169.88 K | $6.64 M | 36.28% | 1.01% |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 05/15/2026 | 169.74 K | $6.63 M | 100.00% | 1.01% |
| RENAISSANCE TECHNOLOGIES LLC | 05/14/2026 | 152.27 K | $5.95 M | -14.63% | 0.91% |
| ALLIANCEBERNSTEIN L.P. | 05/15/2026 | 150.85 K | $5.58 M | -1.97% | 0.90% |
| BANC FUNDS CO LLC | 05/14/2026 | 150.09 K | $5.87 M | -25.18% | 0.89% |
| STIEVEN CAPITAL ADVISORS, L.P. | 05/15/2026 | 147.23 K | $5.75 M | -0.34% | 0.88% |
| NORTHERN TRUST CORP | 05/14/2026 | 144.55 K | $5.65 M | 5.63% | 0.86% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 05/15/2026 | 137.24 K | $5.36 M | -4.34% | 0.82% |
| NORTH REEF CAPITAL MANAGEMENT LP | 05/15/2026 | 137.09 K | $5.36 M | 1.64% | 0.82% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 129.87 K | $5.08 M | -20.44% | 0.77% |
| DEPRINCE RACE & ZOLLO INC | 04/24/2026 | 127.72 K | $4.99 M | -3.29% | 0.76% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 121.66 K | $4.75 M | 0.30% | 0.72% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 05/15/2026 | 113.75 K | $4.45 M | 9.99% | 0.68% |
| 05/08/2026 | 112.17 K | $4.38 M | 100.00% | 0.67% | |
| RUSSELL INVESTMENTS GROUP, LTD. | 05/08/2026 | 102.84 K | $4.02 M | 2.47% | 0.61% |
| NUVEEN, LLC | 04/30/2026 | 96.93 K | $3.79 M | -22.50% | 0.58% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 94.53 K | $3.69 M | 100.00% | 0.56% |
| JPMORGAN CHASE & CO | 05/13/2026 | 94.42 K | $3.65 M | 1.19% | 0.56% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 05/11/2026 | 93.60 K | $3.66 M | -4.67% | 0.56% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2026 | 92.67 K | $3.62 M | 11.11% | 0.55% |
| ZACKS INVESTMENT MANAGEMENT | 05/14/2026 | 84.99 K | $3.32 M | 8.16% | 0.51% |
| EMPOWERED FUNDS, LLC | 06/16/2026 | 80.74 K | $3.16 M | -7.16% | 0.48% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 80.72 K | $3.15 M | 14.90% | 0.48% |
| PANAGORA ASSET MANAGEMENT INC | 05/14/2026 | 64.05 K | $2.50 M | 0.96% | 0.38% |
| ELIZABETH PARK CAPITAL ADVISORS, LTD. | 05/14/2026 | 64.04 K | $2.50 M | -13.33% | 0.38% |
| MARTINGALE ASSET MANAGEMENT L P | 05/13/2026 | 53.77 K | $2.10 M | 22.49% | 0.32% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 05/14/2026 | 50.38 K | $1.97 M | 0.00% | 0.30% |
| AQR CAPITAL MANAGEMENT LLC | 05/15/2026 | 49.89 K | $1.95 M | 5.79% | 0.30% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 49.61 K | $1.94 M | 0.13% | 0.30% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 47.44 K | $1.85 M | 147.58% | 0.28% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 47.29 K | $1.85 M | 282.63% | 0.28% |
| FIRST TRUST ADVISORS LP | 05/13/2026 | 46.59 K | $1.82 M | 0.60% | 0.28% |
| REGIONS FINANCIAL CORP | 05/05/2026 | 46.14 K | $1.80 M | 0.00% | 0.27% |
| TUDOR INVESTMENT CORP ET AL | 05/15/2026 | 45.70 K | $1.79 M | -0.81% | 0.27% |
| D. E. SHAW & CO., INC. | 05/15/2026 | 42.55 K | $1.66 M | -14.43% | 0.25% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 05/08/2026 | 42.07 K | $1.64 M | 5.69% | 0.25% |
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SmartFinancial Inc institutional Ownership - FAQ's
During the previous two years, 209 institutional investors and hedge funds held shares of SmartFinancial Inc. The most heavily invested institutionals were:
BlackRock, Inc.: 1.28 M
DIMENSIONAL FUND ADVISORS LP: 836,388
WELLINGTON MANAGEMENT GROUP LLP: 675,347
STATE STREET CORP: 440,532
Private Capital Management, LLC: 428,147
AMERICAN CENTURY COMPANIES INC: 371,813
64.63% of SmartFinancial Inc stock is owned by institutional investors.
Institutional investors have bought a total of 12.82 M shares in the last 24 months. This purchase volume represents approximately $488.42 M in transactions.