SmartFinancial, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 11/12/2025 | 1.26 M | $45.05 M | -2.85% | 7.52% |
| VANGUARD GROUP INC | 11/07/2025 | 846.98 K | $30.26 M | 3.21% | 5.05% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 836.53 K | $29.89 M | 1.92% | 4.99% |
| WELLINGTON MANAGEMENT GROUP LLP | 11/14/2025 | 647.51 K | $23.14 M | 11.12% | 3.86% |
| PRIVATE CAPITAL MANAGEMENT, LLC | 11/14/2025 | 533.82 K | $19.07 M | -0.68% | 3.18% |
| STATE STREET CORP | 11/14/2025 | 344.36 K | $12.30 M | -0.05% | 2.05% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 339.98 K | $12.15 M | 0.74% | 2.03% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2025 | 290.27 K | $10.37 M | 11.56% | 1.73% |
| SALZHAUER MICHAEL | 10/20/2025 | 225.90 K | $608.44 K | 0.00% | 1.35% |
| ACADIAN ASSET MANAGEMENT LLC | 11/13/2025 | 221.91 K | $7.93 M | 39.81% | 1.32% |
| CRAVENS & CO ADVISORS, LLC | 10/29/2025 | 220.43 K | $7.88 M | -21.18% | 1.31% |
| BANC FUNDS CO LLC | 11/14/2025 | 200.59 K | $7.17 M | 0.00% | 1.20% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2025 | 172.87 K | $6.18 M | -21.70% | 1.03% |
| CSM ADVISORS, LLC | 11/14/2025 | 171.98 K | $6.14 M | -3.16% | 1.03% |
| ALLIANCEBERNSTEIN L.P. | 11/14/2025 | 168.43 K | $6.02 M | -8.42% | 1.00% |
| STIEVEN CAPITAL ADVISORS, L.P. | 11/13/2025 | 148.03 K | $5.29 M | 0.14% | 0.88% |
| NORTHERN TRUST CORP | 11/14/2025 | 143.33 K | $5.12 M | 1.35% | 0.85% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 11/14/2025 | 135.11 K | $4.83 M | 5.94% | 0.81% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 120.16 K | $4.29 M | 180.66% | 0.72% |
| MORGAN STANLEY | 11/14/2025 | 116.29 K | $4.15 M | -5.47% | 0.69% |
| DEPRINCE RACE & ZOLLO INC | 10/17/2025 | 115.70 K | $4.13 M | -10.51% | 0.69% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 11/13/2025 | 112.94 K | $4.04 M | 8.77% | 0.67% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 104.68 K | $3.74 M | 41.85% | 0.62% |
| HILLSDALE INVESTMENT MANAGEMENT INC. | 11/10/2025 | 102.68 K | $3.67 M | -35.92% | 0.61% |
| NUVEEN, LLC | 11/12/2025 | 99.32 K | $3.55 M | 34.72% | 0.59% |
| RUSSELL INVESTMENTS GROUP, LTD. | 11/13/2025 | 94.46 K | $3.38 M | 7.93% | 0.56% |
| NORTH REEF CAPITAL MANAGEMENT LP | 11/14/2025 | 84.57 K | $3.02 M | 83.43% | 0.50% |
| ELIZABETH PARK CAPITAL ADVISORS, LTD. | 11/13/2025 | 80.87 K | $2.89 M | 0.00% | 0.48% |
| EMPOWERED FUNDS, LLC | 11/13/2025 | 78.61 K | $2.81 M | 10.67% | 0.47% |
| ZACKS INVESTMENT MANAGEMENT | 11/14/2025 | 76.99 K | $2.75 M | 21.14% | 0.46% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 74.16 K | $2.65 M | -0.11% | 0.44% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2025 | 69.26 K | $2.47 M | -0.37% | 0.41% |
| JPMORGAN CHASE & CO | 11/26/2025 | 65.93 K | $2.36 M | -11.15% | 0.39% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 11/14/2025 | 63.52 K | $2.27 M | 134.88% | 0.38% |
| PANAGORA ASSET MANAGEMENT INC | 11/13/2025 | 63.48 K | $2.27 M | 1.12% | 0.38% |
| STIFEL FINANCIAL CORP | 11/12/2025 | 55.34 K | $1.98 M | 0.00% | 0.33% |
| MARTINGALE ASSET MANAGEMENT L P | 11/13/2025 | 54.49 K | $1.95 M | -7.46% | 0.32% |
| TWO SIGMA ADVISERS, LP | 11/14/2025 | 51.60 K | $1.84 M | -5.49% | 0.31% |
| AQR CAPITAL MANAGEMENT LLC | 11/14/2025 | 48.67 K | $1.74 M | 3.33% | 0.29% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 11/13/2025 | 46.57 K | $1.66 M | 0.00% | 0.28% |
| REGIONS FINANCIAL CORP | 11/19/2025 | 46.14 K | $1.65 M | -0.38% | 0.28% |
| FIRST TRUST ADVISORS LP | 11/12/2025 | 45.17 K | $1.61 M | 100.00% | 0.27% |
| BOOTHBAY FUND MANAGEMENT, LLC | 11/14/2025 | 44.39 K | $1.59 M | -39.54% | 0.26% |
| LBMC INVESTMENT ADVISORS, LLC | 10/07/2025 | 43.87 K | $1.57 M | 0.00% | 0.26% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 10/20/2025 | 43.02 K | $1.54 M | -9.68% | 0.26% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2025 | 38.36 K | $1.37 M | -3.77% | 0.23% |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 10/15/2025 | 34.94 K | $1.25 M | 0.00% | 0.21% |
| FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 11/12/2025 | 32.00 K | $1.14 M | 100.00% | 0.19% |
| SLATESTONE WEALTH, LLC | 11/05/2025 | 29.30 K | $1.05 M | -0.42% | 0.17% |
| BARCLAYS PLC | 11/12/2025 | 29.03 K | $1.04 M | -4.48% | 0.17% |
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SmartFinancial, Inc. institutional Ownership - FAQ's
During the previous two years, 190 institutional investors and hedge funds held shares of SmartFinancial, Inc.. The most heavily invested institutionals were:
BlackRock, Inc.: 1.26 M
VANGUARD GROUP INC: 846,978
DIMENSIONAL FUND ADVISORS LP: 836,529
WELLINGTON MANAGEMENT GROUP LLP: 647,512
Private Capital Management, LLC: 533,816
STATE STREET CORP: 344,359
59.37% of SmartFinancial, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 11.78 M shares in the last 24 months. This purchase volume represents approximately $440.64 M in transactions.