SMITH MIDLAND CORP - SMID
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 4 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| THOMPSON DAVIS & CO., INC. | History | Added to | 1,834,327 | 66,659 | 39.91% | 41.75% | 1 | +1,484 | 0.08% | Q4 2025 | Jan 12, 2026 |
| NEEDHAM INVESTMENT MANAGEMENT LLC | History | Added to | 225,000 | 8,176 | 0.52% | 0.57% | 2 | +2,000 | 0.9% | Q4 2025 | Feb 17, 2026 |
| VANGUARD GROUP INC | History | Added to | 224,841 | 8,170 | 0.0% | 0.0% | 3 | +496 | 0.22% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Reduced | 166,031 | 6,033 | 0.0% | 0.0% | 4 | -4,882 | -2.86% | Q4 2025 | Feb 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 84,965 | 3,088 | 0.0% | 0.0% | 5 | +1,008 | 1.2% | Q4 2025 | Feb 09, 2026 |
| BARD ASSOCIATES INC | History | Reduced | 80,531 | 2,926 | 0.75% | 0.8% | 6 | -840 | -1.03% | Q4 2025 | Feb 13, 2026 |
| RBF Capital, LLC | History | No change | 74,200 | 2,696 | 0.12% | 0.12% | 7 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| RICE HALL JAMES & ASSOCIATES, LLC | History | Added to | 50,590 | 1,838 | 0.1% | 0.09% | 8 | +4,099 | 8.82% | Q4 2025 | Feb 17, 2026 |
| STATE STREET CORP | History | Added to | 46,433 | 1,687 | 0.0% | 0.0% | 9 | +196 | 0.42% | Q4 2025 | Feb 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 40,345 | 1,466 | 0.0% | 0.0% | 10 | +3,244 | 8.74% | Q4 2025 | Feb 12, 2026 |
| HERITAGE INVESTORS MANAGEMENT CORP | History | No change | 38,268 | 1,391 | 0.04% | 0.04% | 11 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Corient Private Wealth LLC | History | No change | 34,750 | 1,262 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q4 2025 | Mar 09, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 28,382 | 1,031 | 0.0% | 0.0% | 13 | -1,343 | -4.52% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | New | 16,608 | 603 | 0.0% | — | 14 | +16,608 | New | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Added to | 14,280 | 518 | 0.0% | 0.0% | 15 | +2,367 | 19.87% | Q4 2025 | Feb 13, 2026 |
| INTRUST BANK NA | History | No change | 12,098 | 439 | 0.04% | 0.04% | 16 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Bank of New York Mellon Corp | History | Added to | 11,367 | 413 | 0.0% | 0.0% | 17 | +2,947 | 35.0% | Q4 2025 | Feb 10, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 9,703 | 368 | 0.0% | 0.0% | 18 | -1,312 | -11.91% | Q4 2025 | Feb 11, 2026 |
| Waverly Advisors, LLC | History | No change | 10,003 | 363 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 8,730 | 317 | 0.0% | 0.0% | 20 | -3,901 | -30.88% | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 8,575 | 311 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 7,695 | 279 | 0.0% | 0.0% | 22 | +261 | 3.51% | Q4 2025 | Mar 25, 2026 |
| UBS Group AG | History | Added to | 6,965 | 253 | 0.0% | 0.0% | 23 | +1,757 | 33.74% | Q4 2025 | Jan 29, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 6,530 | 237 | 0.0% | 0.0% | 24 | +583 | 9.8% | Q4 2025 | Feb 12, 2026 |
| HRT FINANCIAL LP | History | Reduced | 5,946 | 216 | 0.0% | 0.0% | 25 | -252 | -4.07% | Q4 2025 | Feb 12, 2026 |
| BARCLAYS PLC | History | Added to | 4,224 | 153 | 0.0% | 0.0% | 26 | +335 | 8.61% | Q4 2025 | Feb 13, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 3,974 | 144 | 0.0% | 0.0% | 27 | -844 | -17.52% | Q4 2025 | Feb 13, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 3,272 | 118 | 0.05% | 0.05% | 28 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 3,132 | 113 | 0.0% | 0.0% | 29 | -9,480 | -75.17% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 3,039 | 110 | 0.0% | 0.0% | 30 | +1,307 | 75.46% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 2,904 | 105 | 0.0% | 0.0% | 31 | -1,478 | -33.73% | Q4 2025 | Feb 11, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 2,161 | 78 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 1,473 | 53 | 0.0% | 0.0% | 33 | +89 | 6.43% | Q4 2025 | Feb 10, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 1,311 | 47 | 0.0% | 0.0% | 34 | +98 | 8.08% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Reduced | 1,061 | 39 | 0.0% | 0.0% | 35 | -3 | -0.28% | Q4 2025 | Jan 26, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 1,040 | 37 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 930 | 34 | 0.0% | — | 37 | +930 | New | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 544 | 19 | 0.0% | 0.0% | 38 | +266 | 95.68% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 500 | 18 | 0.0% | 0.0% | 39 | -94 | -15.82% | Q4 2025 | Feb 17, 2026 |
| Merited Wealth, LLC | History | New | 313 | 11 | 0.01% | — | 43 | +313 | New | Q4 2025 | Mar 26, 2026 |
| GAMMA Investing LLC | History | Added to | 320 | 11 | 0.0% | 0.0% | 42 | +29 | 9.97% | Q4 2025 | Jan 05, 2026 |
| Legal & General Group Plc | History | No change | 305 | 11 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| ADIRONDACK TRUST CO | History | No change | 330 | 11 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 296 | 10 | 0.0% | 0.0% | 44 | -233 | -44.05% | Q4 2025 | Feb 17, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 228 | 8 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 200 | 7 | 0.0% | — | 46 | +200 | New | Q4 2025 | Feb 03, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 167 | 6 | 0.0% | 0.0% | 47 | -159 | -48.77% | Q4 2025 | Feb 17, 2026 |
| AMALGAMATED BANK | History | Reduced | 86 | 3 | 0.0% | 0.0% | 49 | -69 | -44.52% | Q4 2025 | Feb 05, 2026 |
| FMR LLC | History | Added to | 88 | 3 | 0.0% | 0.0% | 48 | +25 | 39.68% | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Reduced | 63 | 2 | 0.0% | 0.0% | 50 | -107 | -62.94% | Q4 2025 | Feb 13, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 37 | 1 | 0.0% | 0.0% | 51 | -80 | -68.38% | Q4 2025 | Feb 11, 2026 |
| Optiver Holding B.V. | History | No change | 54 | 1 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,905 | -100.0% | Q3 2025 | Nov 14, 2025 |
| DAVENPORT & Co LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,300 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Berman McAleer LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -5,803 | -100.0% | Q3 2025 | Nov 04, 2025 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 18 | 0 | — | 0.0% | — | -538 | -96.76% | Q4 2025 | Jan 15, 2026 |
| Sterling Capital Management LLC | History | Added to | 18 | 0 | — | — | — | +11 | 157.14% | Q4 2025 | Feb 13, 2026 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| True Wealth Design, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |