Smith-Midland Ownership | Who Owns Smith-Midland?

Smith-Midland Ownership Summary

Smith-Midland is owned by 45.40% institutional investors, 13.86% insiders, and 40.74% retail investors. Thompson davis is the largest institutional shareholder, holding 34.58% of SMID shares. Needham Aggressive Growth Retail is the top mutual fund, with 4.24% of its assets in Smith-Midland shares.

SMID Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Smith-Midland	45.40%	13.86%	40.74%
Sector	Basic Materials Stocks	32.98%	12.17%	54.85%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Thompson davis	1.83M	34.58%	$66.66M
Vanguard group	224.84K	4.24%	$8.17M
Needham investment management	223.00K	4.20%	$8.23M
Blackrock	220.71K	4.16%	$6.11M
Blackrock funding, inc. /de	166.03K	3.13%	$6.03M
Geode capital management	84.97K	1.60%	$3.09M
Bard associates	81.37K	1.53%	$3.00M
Rbf capital	74.20K	1.40%	$2.74M
Rice hall james & associates	46.49K	0.88%	$1.72M
State street	46.24K	0.87%	$1.71M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Thompson davis	1.83M	39.91%	$66.66M
Bard associates	81.37K	0.80%	$3.00M
Needham investment management	223.00K	0.57%	$8.23M
Rbf capital	74.20K	0.12%	$2.74M
Rice hall james & associates	46.49K	0.09%	$1.72M
Buckingham capital management	10.00K	0.05%	$444.60K
Caldwell sutter capital	3.27K	0.05%	$118.90K
Heritage investors management	38.27K	0.04%	$1.39M
Intrust bank na	12.10K	0.04%	$439.64K
Adirondack trust	330.00	0.00%	$11.99K

Top Buyers

Holder	Shares	% Assets	Change
Blackrock	220.71K	0.00%	201.37K
Stifel financial	16.61K	0.00%	16.61K
Waverly advisors	10.00K	0.00%	10.00K
Needham investment management	223.00K	0.57%	6.00K
Dimensional fund advisors lp	40.34K	0.00%	3.24K

Top Sellers

Holder	Shares	% Assets	Change
Invesco	-	-	-81.06K
Susquehanna group, llp	-	-	-25.52K
Eam investors	-	-	-19.91K
Ci private wealth	34.75K	0.00%	-17.00K
Qube research	-	-	-16.32K

New Positions

Holder	Shares	% Assets	Change	Value
Stifel financial	16.61K	0.00%	16.61K	$603.53K
Waverly advisors	10.00K	0.00%	10.00K	$369.11K
International assets investment management	200.00	0.00%	200.00	$7.27K
Optiver b.v.	54.00	-	54.00	$1.99K

Sold Out

Holder	Change
Ifp advisors	-1.00
Capital performance advisors llp	-2.00
Eversource wealth advisors	-5.00
Srs capital advisors	-8.00
First command advisory services	-20.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2025	25	-56.90%	2,408,658	-22.09%	45	1.34%	9	-60.87%	7	-68.18%
Sep 30, 2025	24	-53.85%	2,211,642	-27.45%	41	1.26%	7	-53.33%	7	-69.57%
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Needham Aggressive Growth Retail	225.00K	4.24%	2.00K
Vanguard US Total Market Shares ETF	132.41K	2.50%	-
Vanguard Total Stock Mkt Idx Inv	128.49K	2.42%	-700.00
iShares Russell 2000 ETF	73.29K	1.38%	73.29K
Vanguard Institutional Extnd Mkt Idx Tr	47.33K	0.89%	-
Fidelity Small Cap Index	27.21K	0.51%	-32.00
Fidelity Extended Market Index	24.31K	0.46%	221.00
iShares Russell 2000 Growth ETF	23.41K	0.44%	23.41K
State St Russell Sm Cap® Indx SL Cl I	13.80K	0.26%	-
DFA US Small Cap I	13.06K	0.25%	890.00

Recent Insider Transactions

Date	Name	Role	Activity	Value
Nov 24, 2025	Gerhardt Richard	-	Sell	$22.15K
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

Insider Transactions Trends

Date	Buy	Sell
2026 Q1	-	-
2025 Q4	-	1
2025 Q3	-	4
2025 Q2	-	-
2024 Q4	-	-

SMID Ownership FAQ

Who owns the most shares of Smith-Midland?

Smith-Midland’s largest shareholders are Thompson davis (1.83M shares, 34.58%), Vanguard group (224.84K shares, 4.24%), and Needham investment management (223K shares, 4.20%). Together, they hold 43.02% of Smith-Midland’s total shares outstanding.

Does Blackrock own Smith-Midland?

Yes, BlackRock owns 4.16% of Smith-Midland, totaling 220.71K shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 6.11M$. In the last quarter, BlackRock increased its holdings by 201.37K shares, a 1041.38% change.

Who is Smith-Midland’s biggest shareholder by percentage of total assets invested?

Thompson davis is Smith-Midland’s biggest shareholder by percentage of total assets invested, with 39.91% of its assets in 1.83M Smith-Midland shares, valued at 66.66M$.

Who is the top mutual fund holder of Smith-Midland shares?

Needham Aggressive Growth Retail is the top mutual fund holder of Smith-Midland shares, with 4.24% of its total shares outstanding invested in 225K Smith-Midland shares.

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