SmartFinancial, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 08/12/2025 | 1.30 M | $43.84 M | -8.58% | 7.74% |
| DIMENSIONAL FUND ADVISORS LP | 08/12/2025 | 820.80 K | $27.73 M | 4.36% | 4.90% |
| VANGUARD GROUP INC | 08/11/2025 | 820.61 K | $27.72 M | 3.24% | 4.89% |
| WELLINGTON MANAGEMENT GROUP LLP | 08/14/2025 | 582.70 K | $19.68 M | 38.42% | 3.48% |
| PRIVATE CAPITAL MANAGEMENT, LLC | 08/14/2025 | 537.45 K | $18.15 M | 3.78% | 3.21% |
| STATE STREET CORP | 08/14/2025 | 344.54 K | $11.64 M | 0.89% | 2.05% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/08/2025 | 337.49 K | $11.40 M | -0.83% | 2.01% |
| CRAVENS & CO ADVISORS, LLC | 08/12/2025 | 279.67 K | $9.45 M | -36.39% | 1.67% |
| AMERICAN CENTURY COMPANIES INC | 08/12/2025 | 260.19 K | $8.79 M | -5.89% | 1.55% |
| SALZHAUER MICHAEL | 08/14/2025 | 225.90 K | $7.63 M | -5.53% | 1.35% |
| RENAISSANCE TECHNOLOGIES LLC | 08/13/2025 | 220.77 K | $7.46 M | 38.61% | 1.32% |
| BANC FUNDS CO LLC | 08/14/2025 | 200.59 K | $6.78 M | -31.98% | 1.20% |
| CSM ADVISORS, LLC | 08/07/2025 | 177.59 K | $6.00 M | 100.00% | 1.06% |
| HILLSDALE INVESTMENT MANAGEMENT INC. | 08/12/2025 | 160.23 K | $5.41 M | 29.19% | 0.96% |
| ACADIAN ASSET MANAGEMENT LLC | 08/07/2025 | 158.72 K | $5.36 M | 1.36% | 0.95% |
| STIEVEN CAPITAL ADVISORS, L.P. | 08/12/2025 | 147.83 K | $4.99 M | 0.14% | 0.88% |
| NORTHERN TRUST CORP | 08/13/2025 | 141.43 K | $4.78 M | 10.78% | 0.84% |
| DEPRINCE RACE & ZOLLO INC | 08/14/2025 | 129.28 K | $4.37 M | -6.54% | 0.77% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 08/14/2025 | 127.53 K | $4.31 M | 4.36% | 0.76% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 08/07/2025 | 103.84 K | $3.51 M | 18.49% | 0.62% |
| RUSSELL INVESTMENTS GROUP, LTD. | 08/13/2025 | 87.52 K | $2.96 M | -12.16% | 0.52% |
| ELIZABETH PARK CAPITAL ADVISORS, LTD. | 08/13/2025 | 80.87 K | $2.73 M | -28.72% | 0.48% |
| BANK OF NEW YORK MELLON CORP | 08/05/2025 | 74.25 K | $2.51 M | -1.63% | 0.44% |
| JPMORGAN CHASE & CO | 08/12/2025 | 74.20 K | $2.51 M | -17.61% | 0.44% |
| NUVEEN, LLC | 08/12/2025 | 73.72 K | $2.49 M | 4.35% | 0.44% |
| BOOTHBAY FUND MANAGEMENT, LLC | 08/14/2025 | 73.42 K | $2.48 M | 7.31% | 0.44% |
| EMPOWERED FUNDS, LLC | 08/11/2025 | 71.03 K | $2.40 M | 8.10% | 0.42% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2025 | 69.52 K | $2.35 M | 40.48% | 0.41% |
| ZACKS INVESTMENT MANAGEMENT | 08/12/2025 | 63.55 K | $2.15 M | 100.00% | 0.38% |
| PANAGORA ASSET MANAGEMENT INC | 08/13/2025 | 62.78 K | $2.12 M | 23.24% | 0.37% |
| MARTINGALE ASSET MANAGEMENT L P | 08/11/2025 | 58.88 K | $1.99 M | 2.51% | 0.35% |
| PMC FIG OPPORTUNITIES LLC | 08/14/2025 | 56.94 K | $1.92 M | 146.51% | 0.34% |
| STIFEL FINANCIAL CORP | 08/14/2025 | 55.34 K | $1.87 M | 0.00% | 0.33% |
| TWO SIGMA ADVISERS, LP | 08/14/2025 | 54.60 K | $1.84 M | 44.83% | 0.33% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 08/07/2025 | 47.63 K | $1.61 M | 129.25% | 0.28% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 08/13/2025 | 46.57 K | $1.57 M | 11.06% | 0.28% |
| REGIONS FINANCIAL CORP | 07/29/2025 | 46.31 K | $1.56 M | 0.38% | 0.28% |
| NORTH REEF CAPITAL MANAGEMENT LP | 08/14/2025 | 46.10 K | $1.56 M | 100.00% | 0.28% |
| LBMC INVESTMENT ADVISORS, LLC | 07/09/2025 | 43.87 K | $1.48 M | 0.00% | 0.26% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/12/2025 | 42.81 K | $1.45 M | -3.67% | 0.26% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2025 | 39.86 K | $1.35 M | -42.56% | 0.24% |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 07/15/2025 | 34.94 K | $1.18 M | 0.00% | 0.21% |
| JANE STREET GROUP, LLC | 08/14/2025 | 32.40 K | $1.09 M | -23.55% | 0.19% |
| VICTORY CAPITAL MANAGEMENT INC | 08/13/2025 | 31.10 K | $1.05 M | -7.03% | 0.19% |
| BARCLAYS PLC | 08/14/2025 | 30.39 K | $1.03 M | 48.81% | 0.18% |
| CAPTRUST FINANCIAL ADVISORS | 08/15/2025 | 30.06 K | $1.02 M | 0.06% | 0.18% |
| SLATESTONE WEALTH, LLC | 08/12/2025 | 29.43 K | $994.00 K | 0.00% | 0.18% |
| CALDWELL SUTTER CAPITAL, INC. | 07/11/2025 | 28.43 K | $960.40 K | 0.00% | 0.17% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 08/14/2025 | 27.04 K | $913.51 K | 76.86% | 0.16% |
| BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 08/12/2025 | 25.96 K | $876.90 K | -2.63% | 0.15% |
Explore Related Stocks for Market Trends
Explore our related stocks for the latest market trends and stock news to stay informed and make better decisions.
SmartFinancial, Inc. institutional Ownership - FAQ's
During the previous two years, 174 institutional investors and hedge funds held shares of SmartFinancial, Inc.. The most heavily invested institutionals were:
SALZHAUER MICHAEL: 225,903
DEPRINCE RACE & ZOLLO INC: 115,700
LBMC INVESTMENT ADVISORS, LLC: 43,865
LOS ANGELES CAPITAL MANAGEMENT LLC: 43,020
PATRIOT INVESTMENT MANAGEMENT GROUP, INC.: 34,938
LeConte Wealth Management, LLC: 19,475
55.77% of SmartFinancial, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 11.16 M shares in the last 24 months. This purchase volume represents approximately $392.68 M in transactions.