NasdaqGS - Nasdaq Real Time Price • USD
Summit Financial Group, Inc. (SMMF)
At close: 4:00 PM EDT
After hours: 4:20 PM EDT
Major Holders
| Breakdown | |
|---|---|
| 11.86% | % of Shares Held by All Insider |
| 42.06% | % of Shares Held by Institutions |
| 47.72% | % of Float Held by Institutions |
| 135 | Number of Institutions Holding Shares |
Top Institutional Holders
| Holder | Shares | Date Reported | % Out | Value |
|---|---|---|---|---|
| Blackrock Inc. | 880.86k | Dec 31, 2023 | 6.00% | 24,179,580 |
| Dimensional Fund Advisors LP | 663.35k | Dec 31, 2023 | 4.52% | 18,208,903 |
| Vanguard Group Inc | 569k | Dec 31, 2023 | 3.88% | 15,619,105 |
| Geode Capital Management, LLC | 249.93k | Dec 31, 2023 | 1.70% | 6,860,606 |
| Fourthstone LLC | 234.72k | Dec 31, 2023 | 1.60% | 6,443,091 |
| Summit Financial Group, Inc. | 219.39k | Mar 31, 2024 | 1.49% | 6,022,145 |
| State Street Corporation | 217.18k | Dec 31, 2023 | 1.48% | 5,961,646 |
| Renaissance Technologies, LLC | 169.63k | Dec 31, 2023 | 1.16% | 4,656,480 |
| Ejf Capital Llc | 148.06k | Dec 31, 2023 | 1.01% | 4,064,164 |
| Royce & Associates LP | 143.53k | Dec 31, 2023 | 0.98% | 3,939,926 |
Top Mutual Fund Holders
| Holder | Shares | Date Reported | % Out | Value |
|---|---|---|---|---|
| iShares Russell 2000 ETF | 306.86k | Feb 29, 2024 | 2.09% | 8,423,279 |
| Vanguard Total Stock Market Index Fund | 304.54k | Dec 31, 2023 | 2.07% | 8,359,485 |
| Vanguard Extended Market Index Fund | 195.62k | Dec 31, 2023 | 1.33% | 5,369,906 |
| DFA U.S. Small Cap Value Series | 189.98k | Jan 31, 2024 | 1.29% | 5,215,033 |
| Avantis U.S. Small Cap Value ETF | 121.49k | Mar 31, 2024 | 0.83% | 3,334,900 |
| iShares Russell 2000 Value ETF | 114.53k | Feb 29, 2024 | 0.78% | 3,143,848 |
| Fidelity Small Cap Index Fund | 113.61k | Jan 31, 2024 | 0.77% | 3,118,676 |
| Royce Capital Fund-Small Cap Portfolio | 101.57k | Dec 31, 2023 | 0.69% | 2,788,069 |
| DFA U.S. Targeted Value Portfolio | 99.2k | Jan 31, 2024 | 0.68% | 2,722,957 |
| Fidelity Extended Market Index Fund | 67.59k | Jan 31, 2024 | 0.46% | 1,855,400 |
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