Summit Financial Group Inc (SMMF) Ownership

28.69 ↑0.26 (0.91%)
As of November 29, 2022, 10:20am EST.

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Summit Financial Group Inc (SMMF), owning a total of 482 thousand shares. Combined, the top 20 institutional holders of SMMF own 20.86% of the company with a total of 2.7 million shares.

In the latest ownership report on September 30th 2022, the top 20 institutional holders increased their combined ownership of SMMF by 4 thousand shares. 4 institutions bought 81,736 total additional shares and increased their ownership by an average of 189.66%. However 6 institutions sold 78,196 total shares and decreased their ownership by an average of 12.42%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Summit Financial Group increased by a net total of 3,540 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc3.771%-0.255%481,757-1,2312022-09-30
Dimensional Fund Advisors, Inc.2.438%8.163%311,38323,5012022-09-30
Summit Financial Group Inc2.027%-2.900%258,916-7,7332022-09-30
State Street Corporation1.543%-3.542%197,106-7,2372022-09-30
RIVER OAKS CAPITAL LLC0.881%0.000%112,50002022-09-30
Fourthstone LLC0.794%-31.344%101,386-46,2872022-09-30
Bank of New York Mellon Corp0.554%6.844%70,7844,5342022-09-30
American Century Companies Inc0.473%3.568%60,4312,0822022-09-30
Royal Bank of Canada0.459%740.057%58,59451,6192022-09-30
Fifth Third Bancorp0.372%0.000%47,53202022-09-30
EAM Investors, LLC0.365%-4.752%46,565-2,3232022-09-30
LSV Asset Management0.225%-31.729%28,800-13,3852022-09-30

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc3.771%-0.255%481,757-1,2312022-09-30
Dimensional Fund Advisors, Inc.2.438%8.163%311,38323,5012022-09-30
Summit Financial Group Inc2.027%-2.900%258,916-7,7332022-09-30
Renaissance Technologies Corp1.801%-2.844%230,002-6,7332022-06-30
State Street Corporation1.543%-3.542%197,106-7,2372022-09-30
Geode Capital Management, LLC1.490%3.069%190,3125,6662022-06-30
RIVER OAKS CAPITAL LLC0.881%0.000%112,50002022-09-30
Northern Trust Corp0.876%-1.277%111,881-1,4472022-06-30
Bridgeway Capital Management, LLC0.858%100.705%109,61555,0002022-06-30
Fourthstone LLC0.794%-31.344%101,386-46,2872022-09-30
Pinnacle Holdings, LLC0.723%0.001%92,41212022-06-30
Verdence Capital Advisors LLC0.675%-2.266%86,260-2,0002022-06-30
Bank of New York Mellon Corp0.554%6.844%70,7844,5342022-09-30
American Century Companies Inc0.473%3.568%60,4312,0822022-09-30
Royal Bank of Canada0.459%740.057%58,59451,6192022-09-30
Fifth Third Bancorp0.372%0.000%47,53202022-09-30
EAM Investors, LLC0.365%-4.752%46,565-2,3232022-09-30
Nuveen Asset Management, LLC0.281%-1.819%35,889-6652022-06-30
BHZ Capital Management, LP.0.255%1.242%32,6134002022-06-30
LSV Asset Management0.225%-31.729%28,800-13,3852022-09-30

Mutual Fund Ownership

Vanguard Total Stock Mkt Idx Inv is the biggest individual fund holder of Summit Financial Group Inc (SMMF), owning a total of 305 thousand shares. Combined, the top 20 mutual fund holders of SMMF own 14.58% of the company with a total of 1.9 million shares.

In the latest ownership report on October 31st 2022, the top 20 fund holders increased their combined ownership of SMMF by 1 thousand shares. 2 funds bought 1,162 total additional shares and increased their ownership by an average of 0.31%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Summit Financial Group increased by a net total of 1,162 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Total Stock Mkt Idx Inv2.384%0.000%304,53502022-10-31
iShares Russell 2000 ETF1.974%0.325%252,1998172022-10-31
Vanguard Extended Market Index Investor0.931%0.000%118,90802022-10-31
iShares Russell 2000 Value ETF0.915%0.296%116,9203452022-10-31
Avantis® U.S. Small Cap Value ETF0.451%0.000%57,64502022-10-31
State St Russell Sm/Mid Cp® Indx NL Cl C0.447%0.000%57,03502022-10-31
State St Russell Sm Cap® Indx NL Cl C0.355%0.000%45,34102022-10-31
Dimensional US Targeted Value ETF0.288%0.000%36,84202022-10-31

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Total Stock Mkt Idx Inv2.384%0.000%304,53502022-10-31
Vanguard Instl Ttl Stck Mkt Idx Tr2.384%0.000%304,53502022-09-30
iShares Russell 2000 ETF1.974%0.325%252,1998172022-10-31
Vanguard Extended Market Index Investor0.931%0.000%118,90802022-10-31
iShares Russell 2000 Value ETF0.915%0.296%116,9203452022-10-31
Fidelity® Small Cap Index0.664%0.000%84,84902022-08-31
Bridgeway Omni Small-Cap Value0.513%0.000%65,51502022-09-30
Bridgeway Omni Small-Cap Value N0.513%0.000%65,51502022-09-30
DFA US Targeted Value I0.461%1.907%58,9471,1032022-09-30
Avantis® U.S. Small Cap Value ETF0.451%0.000%57,64502022-10-31
State St Russell Sm/Mid Cp® Indx NL Cl C0.447%0.000%57,03502022-10-31
DFA US Micro Cap I0.416%0.000%53,12702022-09-30
Fidelity® Extended Market Index0.392%0.000%50,09502022-09-30
State St Russell Sm Cap® Indx NL Cl C0.355%0.000%45,34102022-10-31
Bridgeway Omni Tax-Managed Sm-Cp Val N0.345%0.000%44,10002022-09-30
DFA US Small Cap I0.325%0.000%41,51902022-09-30
Dimensional US Targeted Value ETF0.288%0.000%36,84202022-10-31
EAM Ultra Micro Cap0.286%-25.032%36,531-12,1982022-09-30
NT R2000 Value Index Fund - NL0.277%1.583%35,4155522022-09-30
NT R2000 Index Fund - NL0.253%1.584%32,3325042022-09-30

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