SmartFinancial Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 02/12/2026 | 1.26 M | $46.79 B | 0.31% | 7.53% |
| VANGUARD GROUP INC | 01/29/2026 | 850.82 K | $31.47 M | 0.45% | 5.07% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 838.80 K | $31.03 M | 0.27% | 5.00% |
| PRIVATE CAPITAL MANAGEMENT, LLC | 02/17/2026 | 475.60 K | $17.59 B | -10.91% | 2.83% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 338.19 K | $12.51 M | -0.52% | 2.01% |
| STATE STREET CORP | 02/13/2026 | 329.81 K | $12.20 M | -4.22% | 1.96% |
| AMERICAN CENTURY COMPANIES INC | 02/13/2026 | 312.66 K | $11.57 M | 7.71% | 1.86% |
| ACADIAN ASSET MANAGEMENT LLC | 02/10/2026 | 247.96 K | $9.17 M | 11.74% | 1.48% |
| SALZHAUER MICHAEL | 02/02/2026 | 225.90 K | $8.36 M | 0.00% | 1.35% |
| CRAVENS & CO ADVISORS, LLC | 02/10/2026 | 220.43 K | $8.38 M | 0.00% | 1.31% |
| BANC FUNDS CO LLC | 02/12/2026 | 200.59 K | $7.42 M | 0.00% | 1.19% |
| RENAISSANCE TECHNOLOGIES LLC | 02/12/2026 | 178.37 K | $6.60 M | 3.18% | 1.06% |
| CSM ADVISORS, LLC | 02/11/2026 | 172.23 K | $6.37 M | 0.15% | 1.03% |
| MORGAN STANLEY | 02/13/2026 | 169.01 K | $6.25 M | 45.34% | 1.01% |
| GOLDMAN SACHS GROUP INC | 02/10/2026 | 163.24 K | $6.04 M | 55.94% | 0.97% |
| FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 02/04/2026 | 152.17 K | $5.63 M | 375.52% | 0.91% |
| STIEVEN CAPITAL ADVISORS, L.P. | 02/06/2026 | 147.73 K | $5.46 M | -0.20% | 0.88% |
| DEPRINCE RACE & ZOLLO INC | 01/23/2026 | 132.07 K | $4.89 M | 14.15% | 0.79% |
| NUVEEN, LLC | 02/12/2026 | 125.08 K | $4.63 B | 25.94% | 0.75% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 121.29 K | $4.49 M | 0.94% | 0.72% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 02/10/2026 | 98.18 K | $3.63 M | -13.07% | 0.58% |
| JPMORGAN CHASE & CO | 02/11/2026 | 93.31 K | $3.45 M | 41.53% | 0.56% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 70.25 K | $2.60 M | -5.27% | 0.42% |
| PANAGORA ASSET MANAGEMENT INC | 02/13/2026 | 63.44 K | $2.35 M | -0.07% | 0.38% |
| TWO SIGMA ADVISERS, LP | 02/17/2026 | 61.90 K | $2.29 M | 19.96% | 0.37% |
| JANE STREET GROUP, LLC | 02/12/2026 | 59.26 K | $2.19 B | 143.46% | 0.35% |
| ALGEBRIS (UK) LTD | 02/10/2026 | 58.32 K | $2.16 M | 100.00% | 0.35% |
| CITADEL ADVISORS LLC | 02/17/2026 | 56.00 K | $2.07 M | 100.00% | 0.33% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 02/13/2026 | 50.38 K | $1.86 M | 8.20% | 0.30% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 49.54 K | $1.83 M | -10.48% | 0.30% |
| AQR CAPITAL MANAGEMENT LLC | 02/17/2026 | 47.16 K | $1.74 M | -3.10% | 0.28% |
| FIRST TRUST ADVISORS LP | 02/13/2026 | 46.31 K | $1.71 M | 2.53% | 0.28% |
| REGIONS FINANCIAL CORP | 01/27/2026 | 46.14 K | $1.71 M | 0.00% | 0.27% |
| TUDOR INVESTMENT CORP ET AL | 02/17/2026 | 46.08 K | $1.70 M | 127.34% | 0.27% |
| MARTINGALE ASSET MANAGEMENT L P | 02/13/2026 | 43.90 K | $1.62 M | -19.44% | 0.26% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 02/11/2026 | 39.80 K | $1.40 M | -7.48% | 0.24% |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 01/23/2026 | 34.94 K | $1.29 M | 0.00% | 0.21% |
| SG AMERICAS SECURITIES, LLC | 01/09/2026 | 34.61 K | $1.28 M | 801.69% | 0.21% |
| BARCLAYS PLC | 02/13/2026 | 34.38 K | $1.27 M | 18.46% | 0.20% |
| MARSHALL WACE, LLP | 02/13/2026 | 30.79 K | $1.14 M | 436.53% | 0.18% |
| SLATESTONE WEALTH, LLC | 02/11/2026 | 29.30 K | $1.08 M | 0.00% | 0.17% |
| CAPTRUST FINANCIAL ADVISORS | 02/17/2026 | 28.74 K | $1.06 M | 0.08% | 0.17% |
| CALDWELL SUTTER CAPITAL, INC. | 01/30/2026 | 28.43 K | $1.05 M | 0.00% | 0.17% |
| VICTORY CAPITAL MANAGEMENT INC | 02/13/2026 | 26.85 K | $993.18 K | -4.11% | 0.16% |
| BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 02/11/2026 | 24.56 K | $908.44 K | -3.15% | 0.15% |
| KENNEDY CAPITAL MANAGEMENT LLC | 02/13/2026 | 23.71 K | $877.07 K | 0.00% | 0.14% |
| LBMC INVESTMENT ADVISORS, LLC | 02/12/2026 | 23.05 K | $852.55 K | -47.46% | 0.14% |
| BAILARD, INC. | 02/04/2026 | 21.20 K | $784.19 K | 3.34% | 0.13% |
| LECONTE WEALTH MANAGEMENT, LLC | 01/15/2026 | 20.32 K | $751.71 K | 4.35% | 0.12% |
| HRT FINANCIAL LP | 02/12/2026 | 19.57 K | $723.00 K | 62.95% | 0.12% |
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SmartFinancial Inc institutional Ownership - FAQ's
During the previous two years, 157 institutional investors and hedge funds held shares of SmartFinancial Inc. The most heavily invested institutionals were:
BlackRock, Inc.: 1.26 M
VANGUARD GROUP INC: 850,823
DIMENSIONAL FUND ADVISORS LP: 838,797
GEODE CAPITAL MANAGEMENT, LLC: 338,194
STATE STREET CORP: 329,811
AMERICAN CENTURY COMPANIES INC: 312,660
12.28% of SmartFinancial Inc stock is owned by institutional investors.
Institutional investors have bought a total of 9.69 M shares in the last 24 months. This purchase volume represents approximately $397.65 M in transactions.