SmartFinancial, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 05/02/2025 | 1.42 M | $44.12 M | -1.02% | 8.47% |
| VANGUARD GROUP INC | 05/09/2025 | 794.87 K | $24.70 M | -2.84% | 4.74% |
| DIMENSIONAL FUND ADVISORS LP | 05/13/2025 | 786.51 K | $24.44 M | 3.75% | 4.69% |
| PRIVATE CAPITAL MANAGEMENT, LLC | 05/15/2025 | 517.89 K | $16.08 M | -0.92% | 3.09% |
| CRAVENS & CO ADVISORS, LLC | 05/14/2025 | 439.69 K | $13.67 M | -1.93% | 2.62% |
| WELLINGTON MANAGEMENT GROUP LLP | 05/13/2025 | 420.98 K | $13.08 M | -3.84% | 2.51% |
| STATE STREET CORP | 05/15/2025 | 341.51 K | $10.61 M | -0.91% | 2.04% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/13/2025 | 340.31 K | $10.58 M | 2.07% | 2.03% |
| BANC FUNDS CO LLC | 05/14/2025 | 294.91 K | $9.17 M | -18.63% | 1.76% |
| AMERICAN CENTURY COMPANIES INC | 05/13/2025 | 276.46 K | $8.59 M | 0.55% | 1.65% |
| SALZHAUER MICHAEL | 04/23/2025 | 239.14 K | $7.43 M | 0.15% | 1.43% |
| ALLIANCEBERNSTEIN L.P. | 05/15/2025 | 191.33 K | $5.95 M | -8.10% | 1.14% |
| FOUNDRY PARTNERS, LLC | 05/05/2025 | 183.16 K | $5.69 M | -0.60% | 1.09% |
| RENAISSANCE TECHNOLOGIES LLC | 05/14/2025 | 159.27 K | $4.95 M | 14.36% | 0.95% |
| ACADIAN ASSET MANAGEMENT LLC | 05/21/2025 | 156.59 K | $4.87 M | 6.19% | 0.93% |
| MORGAN STANLEY | 05/15/2025 | 149.37 K | $4.64 M | 0.58% | 0.89% |
| STIEVEN CAPITAL ADVISORS, L.P. | 05/01/2025 | 147.63 K | $4.59 M | -1.73% | 0.88% |
| DEPRINCE RACE & ZOLLO INC | 05/15/2025 | 138.33 K | $4.30 M | -25.28% | 0.83% |
| NORTHERN TRUST CORP | 05/13/2025 | 127.66 K | $3.97 M | -0.71% | 0.76% |
| HILLSDALE INVESTMENT MANAGEMENT INC. | 05/09/2025 | 124.03 K | $3.85 M | 3.33% | 0.74% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 05/15/2025 | 122.21 K | $3.80 M | -3.91% | 0.73% |
| ELIZABETH PARK CAPITAL ADVISORS, LTD. | 05/14/2025 | 113.45 K | $3.53 M | -11.13% | 0.68% |
| GOLDMAN SACHS GROUP INC | 05/16/2025 | 104.91 K | $3.26 M | -10.58% | 0.63% |
| RUSSELL INVESTMENTS GROUP, LTD. | 05/13/2025 | 99.64 K | $3.10 M | -23.47% | 0.59% |
| JPMORGAN CHASE & CO | 05/12/2025 | 90.06 K | $2.80 M | 19.24% | 0.54% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 05/12/2025 | 87.63 K | $2.72 M | 45.94% | 0.52% |
| BANK OF NEW YORK MELLON CORP | 04/29/2025 | 75.47 K | $2.35 M | -2.92% | 0.45% |
| 05/12/2025 | 70.65 K | $2.20 M | 100.00% | 0.42% | |
| MILLENNIUM MANAGEMENT LLC | 05/15/2025 | 69.41 K | $2.16 M | 15.19% | 0.41% |
| BOOTHBAY FUND MANAGEMENT, LLC | 05/15/2025 | 68.42 K | $2.13 M | -22.43% | 0.41% |
| EMPOWERED FUNDS, LLC | 05/16/2025 | 65.71 K | $2.04 M | -7.03% | 0.39% |
| MARTINGALE ASSET MANAGEMENT L P | 05/14/2025 | 57.44 K | $1.79 M | 7.89% | 0.34% |
| STIFEL FINANCIAL CORP | 05/14/2025 | 55.34 K | $1.72 M | 0.00% | 0.33% |
| AQR CAPITAL MANAGEMENT LLC | 05/15/2025 | 51.97 K | $1.62 M | 150.87% | 0.31% |
| PANAGORA ASSET MANAGEMENT INC | 05/15/2025 | 50.94 K | $1.58 M | 51.78% | 0.30% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2025 | 49.49 K | $1.54 M | 59.95% | 0.30% |
| REGIONS FINANCIAL CORP | 05/08/2025 | 46.14 K | $1.43 M | 0.00% | 0.28% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/09/2025 | 44.45 K | $1.38 M | 0.00% | 0.27% |
| LBMC INVESTMENT ADVISORS, LLC | 04/09/2025 | 43.87 K | $1.36 M | -0.98% | 0.26% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 05/14/2025 | 41.93 K | $1.30 M | 4.07% | 0.25% |
| CITADEL ADVISORS LLC | 05/15/2025 | 39.40 K | $1.22 M | 48.38% | 0.24% |
| TWO SIGMA ADVISERS, LP | 05/15/2025 | 37.70 K | $1.17 M | 84.80% | 0.22% |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 04/16/2025 | 34.94 K | $1.09 M | 0.00% | 0.21% |
| VICTORY CAPITAL MANAGEMENT INC | 05/02/2025 | 33.45 K | $1.04 M | -2.19% | 0.20% |
| TREXQUANT INVESTMENT LP | 05/14/2025 | 30.77 K | $956.24 K | 2.47% | 0.18% |
| CAPTRUST FINANCIAL ADVISORS | 05/15/2025 | 30.04 K | $933.64 K | -3.17% | 0.18% |
| SLATESTONE WEALTH, LLC | 05/08/2025 | 29.43 K | $915.00 K | -11.97% | 0.18% |
| CREATIVE PLANNING | 05/15/2025 | 28.74 K | $893.27 K | 2.86% | 0.17% |
| CALDWELL SUTTER CAPITAL, INC. | 04/16/2025 | 28.43 K | $883.64 K | 0.00% | 0.17% |
| BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 05/13/2025 | 26.66 K | $828.56 K | -3.65% | 0.16% |
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SmartFinancial, Inc. institutional Ownership - FAQ's
During the previous two years, 158 institutional investors and hedge funds held shares of SmartFinancial, Inc.. The most heavily invested institutionals were:
BlackRock, Inc.: 1.42 M
VANGUARD GROUP INC: 794,867
DIMENSIONAL FUND ADVISORS LP: 786,505
Private Capital Management, LLC: 517,891
Cravens & Co Advisors, LLC: 439,689
WELLINGTON MANAGEMENT GROUP LLP: 420,975
57.95% of SmartFinancial, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 11.17 M shares in the last 24 months. This purchase volume represents approximately $351.35 M in transactions.