Smith-Midland Ownership | Who Owns Smith-Midland?
Smith-Midland Ownership Summary
Smith-Midland is owned by 66.53% institutional investors, 14.89% insiders, and 18.59% retail investors. Thompson davis is the largest institutional shareholder, holding 42.34% of SMID shares. Needham Aggressive Growth Retail is the top mutual fund, with 4.09% of its assets in Smith-Midland shares.
SMID Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Smith-Midland | 66.53% | 14.89% | 18.59% |
| Sector | Basic Materials Stocks | 52.81% | 12.20% | 34.99% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Thompson davis | 2.25M | 42.34% | $75.37M |
| Vanguard group | 234.74K | 4.43% | $10.44M |
| Blackrock | 220.71K | 4.16% | $6.11M |
| Needham investment management | 217.00K | 4.09% | $7.28M |
| Blackrock funding, inc. /de | 186.24K | 3.51% | $6.25M |
| Geode capital management | 101.03K | 1.90% | $4.49M |
| Bard associates | 81.67K | 1.54% | $2.74M |
| Rbf capital | 74.20K | 1.40% | $2.49M |
| Ci private wealth | 51.75K | 0.98% | $2.30M |
| Rice hall james & associates | 51.74K | 0.98% | $1.74M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Thompson davis | 2.25M | 32.92% | $75.37M |
| Bard associates | 81.67K | 0.88% | $2.74M |
| Needham investment management | 217.00K | 0.58% | $7.28M |
| Rbf capital | 74.20K | 0.12% | $2.49M |
| Rice hall james & associates | 51.74K | 0.09% | $1.74M |
| Buckingham capital management | 10.00K | 0.05% | $444.60K |
| Caldwell sutter capital | 3.27K | 0.05% | $109.81K |
| Heritage investors management | 38.27K | 0.04% | $1.28M |
| Intrust bank na | 12.10K | 0.04% | $406.01K |
| Y-intercept (hong kong) | 7.08K | 0.01% | $237.71K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Thompson davis | 2.25M | 32.92% | 433.97K |
| Blackrock | 220.71K | 0.00% | 201.37K |
| State street | 50.41K | 0.00% | 33.60K |
| Jpmorgan chase | 19.75K | 0.00% | 16.80K |
| Hrt financial lp | 13.21K | 0.00% | 13.21K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Invesco | - | - | -81.06K |
| Blackrock funding, inc. /de | 186.24K | 0.00% | -60.28K |
| Jane street group | - | - | -26.08K |
| Susquehanna group, llp | - | - | -25.52K |
| Eam investors | - | - | -19.91K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Hrt financial lp | 13.21K | 0.00% | 13.21K | $443.00K |
| Los angeles capital management | 11.02K | 0.00% | 11.02K | $369.66K |
| Y-intercept (hong kong) | 7.08K | 0.01% | 7.08K | $237.71K |
| Bnp paribas arbitrage, snc | 1.62K | - | 1.62K | $71.94K |
| Raymond james financial | 350.00 | - | 350.00 | $11.75K |
Sold Out
| Holder | Change |
|---|---|
| Ifp advisors | -1.00 |
| Capital performance advisors llp | -2.00 |
| Eversource wealth advisors | -5.00 |
| First command advisory services | -20.00 |
| Macquarie group | -89.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2025 | 54 | -3.57% | 3,528,609 | 10.27% | 66 | 1.83% | 16 | -11.11% | 23 | 35.29% |
| Mar 31, 2025 | 56 | -3.45% | 3,199,847 | -0.70% | 60 | 1.63% | 18 | -35.71% | 17 | 6.25% |
| Dec 31, 2024 | 57 | 1.79% | 3,172,721 | 0.32% | 59 | 1.68% | 28 | -9.68% | 15 | 7.14% |
| Sep 30, 2024 | 56 | 14.29% | 3,162,707 | 5.43% | 59 | 1.87% | 31 | -3.13% | 14 | 40.00% |
| Jun 30, 2024 | 49 | 11.36% | 2,999,945 | 8.29% | 56 | 2.03% | 32 | 23.08% | 10 | 25.00% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Needham Aggressive Growth Retail | 217.00K | 4.09% | 6.00K |
| Vanguard US Total Market Shares ETF | 132.41K | 2.50% | - |
| Vanguard Total Stock Mkt Idx Inv | 129.44K | 2.44% | -2.97K |
| iShares Russell 2000 ETF | 83.80K | 1.58% | -1.57K |
| Vanguard Institutional Extnd Mkt Idx Tr | 47.33K | 0.89% | -18.47K |
| Fidelity Small Cap Index | 45.49K | 0.86% | - |
| iShares Russell 2000 Growth ETF | 26.86K | 0.51% | - |
| Fidelity Extended Market Index | 24.68K | 0.47% | -64.00 |
| State St Russell Sm Cap® Indx SL Cl I | 13.90K | 0.26% | - |
| Vanguard Russell 2000 ETF | 13.02K | 0.25% | -870.00 |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 22, 2025 | SMITH RODNEY I | - | Sell | $564.81K |
| Aug 21, 2025 | SMITH RODNEY I | - | Sell | $51.60K |
| Aug 19, 2025 | SMITH RODNEY I | - | Sell | $2.31K |
| Aug 20, 2025 | Bruner James Russell | - | Sell | $234.36K |
| Jun 14, 2024 | Gerhardt Richard | - | Sell | $48.69K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q3 | - | 3 |
| 2025 Q2 | - | - |
| 2024 Q4 | - | - |
| 2024 Q2 | - | 1 |
| 2023 Q4 | - | - |
SMID Ownership FAQ
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