Summit Financial Group, Inc.
Summit Financial Group, Inc. (SMMF) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · SMMF · as of Mar 31, 2024
Ownership Breakdown
90
Institutional Holders
▲ 2 vs Q4
$146.74M
Total Inst. Value
▼ $16.54M vs Q4
14.69M
Shares Outstanding
freeFloat 88.36%
5.40M
13F Shares Held
▲ 82,417 vs Q4
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
SMMF largest shareholders · institutional ownership
Q1 2024 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
BLACKROCK INC. state commercial banks | 838.8K | 5.71% | 5.71% | $22.78B | May 10, 2024 | ▼ 42.1K |
DIMENSIONAL FUND ADVISORS LP state commercial banks | 695.2K | 4.73% | 4.73% | $18.88B | May 10, 2024 | ▲ 31.9K |
VANGUARD GROUP INC state commercial banks | 577.2K | 3.93% | 3.93% | $15.68B | May 10, 2024 | ▲ 8.2K |
GEODE CAPITAL MANAGEMENT, LLC state commercial banks | 255.3K | 1.74% | 1.74% | $6.93B | May 13, 2024 | ▲ 5.4K |
STATE STREET CORP state commercial banks | 237.5K | 1.62% | 1.62% | $6.45B | May 15, 2024 | ▲ 20.3K |
SUMMIT FINANCIAL GROUP, INC. state commercial banks | 219.4K | 1.49% | 1.49% | $5.96B | Apr 5, 2024 | ▲ 9.9K |
FOURTHSTONE LLC state commercial banks | 214.5K | 1.46% | 1.46% | $5.83B | May 14, 2024 | ▼ 20.2K |
ROYCE & ASSOCIATES LP state commercial banks | 171.2K | 1.17% | 1.17% | $4.65B | May 13, 2024 | ▲ 27.7K |
RENAISSANCE TECHNOLOGIES LLC state commercial banks | 167.2K | 1.14% | 1.14% | $4.54B | May 13, 2024 | ▼ 2.5K |
AMERICAN CENTURY COMPANIES INC state commercial banks | 139.1K | 94.72% | 94.72% | $3.78B | May 14, 2024 | ▲ 40.4K |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q1 2024 vs prior quarter
Q1 2024
19
Increased
+259.6K shares3
New Positions
first time holders14
Decreased
−143.8K shares0
Sold Out
fully exitedNet shares change (top 50)
+115.8K
+259.6K / −143.8K
Net new holders
+8
3 new / 0 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
SMMF insider trading · insider activity
Source: SEC Form 4
14
Buy transactions
70
Sell transactions
0.20
Buy/Sell ratio
$1M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
JENNINGS SCOTT C EVP & COO | May 3, 2024 | J-Other | 896.776 | — | — | 14.3K | Form 4 ↗ |
JENNINGS SCOTT C EVP & COO | May 3, 2024 | D-Return | 8,151 | $26.01 | $212.0K | 0 | Form 4 ↗ |
JENNINGS SCOTT C EVP & COO | May 3, 2024 | D-Return | 17,052 | $23.94 | $408.2K | 0 | Form 4 ↗ |
JENNINGS SCOTT C EVP & COO | May 3, 2024 | D-Return | 17,221 | $21.85 | $376.3K | 0 | Form 4 ↗ |
JENNINGS SCOTT C EVP & COO | May 3, 2024 | D-Return | 16,730 | $26.37 | $441.2K | 0 | Form 4 ↗ |
JENNINGS SCOTT C EVP & COO | May 3, 2024 | D-Return | 14,607 | — | — | 0 | Form 4 ↗ |
JENNINGS SCOTT C EVP & COO | May 3, 2024 | D-Return | 17,947 | $12.01 | $215.5K | 0 | Form 4 ↗ |
Ritchie Bradford E President, Subsidiary Bank | May 3, 2024 | J-Other | 665.735 | — | — | 10.3K | Form 4 ↗ |
Ritchie Bradford E President, Subsidiary Bank | May 3, 2024 | D-Return | 17,112 | $12.01 | $205.5K | 0 | Form 4 ↗ |
Ritchie Bradford E President, Subsidiary Bank | May 3, 2024 | D-Return | 5,452 | $26.01 | $141.8K | 0 | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
Summit Financial Group, Inc. (SMMF) is primarily owned by institutional investors, who hold approximately 36.8% of total shares outstanding. Company insiders own approximately 11.64%, while retail and public investors account for the remaining 51.58%.
The largest institutional shareholder of Summit Financial Group, Inc. is BLACKROCK INC., holding approximately 838,796 shares — equal to 5.71% of outstanding shares — as of March 31, 2024.
A total of 90 institutional investors currently hold SMMF stock, with a combined institutional value of approximately $146,740,030 as of the most recent 13F filing period.
Frequently asked questions
SMMF ownershipSummit Financial Group, Inc. (SMMF) is primarily owned by institutional investors, who hold approximately 36.8% of shares. The largest shareholder is BLACKROCK INC. with a 5.71% stake. Company insiders hold 11.64%. Data sourced from SEC Form 13F as of March 31, 2024.