Smith-Midland Ownership | Who Owns Smith-Midland?
Smith-Midland Ownership Summary
Smith-Midland is owned by 57.62% institutional investors, 13.90% insiders, and 28.48% retail investors. Thompson davis is the largest institutional shareholder, holding 34.72% 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 | 57.62% | 13.90% | 28.48% |
| Sector | Basic Materials Stocks | 41.27% | 13.22% | 45.51% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Thompson davis | 1.84M | 34.72% | $59.91M |
| Needham investment management | 225.00K | 4.24% | $7.32M |
| Vanguard group | 224.84K | 4.24% | $8.17M |
| Blackrock | 220.71K | 4.16% | $6.11M |
| Blackrock funding, inc. /de | 161.11K | 3.04% | $5.24M |
| Geode capital management | 82.90K | 1.56% | $2.70M |
| Bard associates | 80.33K | 1.51% | $2.61M |
| Rbf capital | 74.20K | 1.40% | $2.41M |
| Rice hall james & associates | 51.35K | 0.97% | $1.67M |
| State street | 46.23K | 0.87% | $1.50M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Thompson davis | 1.84M | 39.96% | $59.91M |
| Bard associates | 80.33K | 0.66% | $2.61M |
| Needham investment management | 225.00K | 0.37% | $7.32M |
| Rbf capital | 74.20K | 0.13% | $2.41M |
| Rice hall james & associates | 51.35K | 0.09% | $1.67M |
| Buckingham capital management | 10.00K | 0.05% | $444.60K |
| Caldwell sutter capital | 3.27K | 0.04% | $106.44K |
| Heritage investors management | 38.27K | 0.04% | $1.25M |
| Intrust bank na | 12.10K | 0.03% | $393.55K |
| Adirondack trust | 330.00 | 0.00% | $10.73K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock | 220.71K | 0.00% | 201.37K |
| Vanguard fiduciary trust | 27.98K | 0.00% | 27.98K |
| Thompson davis | 1.84M | 39.96% | 7.45K |
| Citadel advisors | 6.37K | - | 6.37K |
| Dimensional fund advisors lp | 44.73K | 0.00% | 4.38K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Invesco | - | - | -81.06K |
| Susquehanna group, llp | - | - | -25.52K |
| Eam investors | - | - | -19.91K |
| Stifel financial | - | - | -16.61K |
| Qube research | - | - | -16.32K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Vanguard fiduciary trust | 27.98K | 0.00% | 27.98K | $910.06K |
| Citadel advisors | 6.37K | - | 6.37K | $207.18K |
| Vanguard global advisers | 2.00K | - | 2.00K | $64.90K |
| Allworth financial lp | 1.00 | - | 1.00 | $33.00 |
| Mai capital management | 1.00 | - | 1.00 | $33.00 |
Sold Out
| Holder | Change |
|---|---|
| Ifp advisors | -1.00 |
| Capital performance advisors llp | -2.00 |
| Pnc financial services group | -2.00 |
| Eversource wealth advisors | -5.00 |
| Srs capital advisors | -8.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 55 | -1.79% | 3,056,642 | -0.73% | 57 | 1.71% | 22 | -8.33% | 19 | 11.76% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Needham Aggressive Growth Retail | 225.00K | 4.24% | - |
| Vanguard US Total Market Shares ETF | 132.41K | 2.50% | - |
| Vanguard Total Stock Mkt Idx Inv | 125.99K | 2.37% | -2.50K |
| iShares Russell 2000 ETF | 72.14K | 1.36% | 611.00 |
| Vanguard Institutional Extnd Mkt Idx Tr | 51.23K | 0.97% | 1.46K |
| Fidelity Small Cap Index | 26.96K | 0.51% | -109.00 |
| iShares Russell 2000 Growth ETF | 23.20K | 0.44% | 60.00 |
| Fidelity Extended Market Index | 22.70K | 0.43% | -1.42K |
| Russell 2000 Equity Index Fund B | 20.93K | 0.39% | -9.00 |
| State St Russell Sm Cap® Idx SL Cl I | 14.20K | 0.27% | - |
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
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