SMITH MIDLAND CORP (SMID) — Institutional Holders, Q2 2026
56 institutional investment managers reported a SMID position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $87.7M. Every filer is listed below, ranked by position value. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
SMID in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- BlackRockAdded · +35,330 sh+$1.0M
- Topline Capital ManagementNew · +20,012 sh+$580.3K
- MORGAN STANLEYAdded · +9,940 sh+$288.3K
- GEODE CAPITAL MANAGEMENTAdded · +6,842 sh+$198.4K
- DIMENSIONAL FUND ADVISORSAdded · +5,826 sh+$169.0K
Biggest sellers
- VANGUARD CAPITAL MANAGEMENTTrimmed · -42,981 sh-$1.2M
- Corient Private WealthSold out · -34,750 sh-$1.0M
- THOMPSON DAVISTrimmed · -17,656 sh-$512.0K
- LAZARD ASSET MANAGEMENTSold out · -9,004 sh-$261.1K
- JANE STREET GROUPSold out · -6,518 sh-$189.0K
SMID 13F holders ranked 1–56 of 56
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | THOMPSON DAVIS#1 · 1,824,119 sh | 1,824,119 | $52.9M | 31.63% | -1.0% |
| 2 | NEEDHAM INVESTMENT MANAGEMENT#2 · 225,000 sh | 225,000 | $6.5M | 0.20% | 0.0% |
| 3 | BlackRock#3 · 196,437 sh | 196,437 | $5.7M | <0.01% | +21.9% |
| 4 | VANGUARD CAPITAL MANAGEMENT#4 · 137,332 sh | 137,332 | $4.0M | <0.01% | -23.8% |
| 5 | GEODE CAPITAL MANAGEMENT#5 · 89,742 sh | 89,742 | $2.6M | <0.01% | +8.3% |
| 6 | BARD ASSOCIATES#6 · 79,875 sh | 79,875 | $2.3M | 0.51% | -0.6% |
| 7 | RBF Capital#7 · 74,200 sh | 74,200 | $2.2M | 0.09% | 0.0% |
| 8 | RICE HALL JAMES & ASSOCIATES#8 · 53,979 sh | 53,979 | $1.6M | 0.08% | +5.1% |
| 9 | DIMENSIONAL FUND ADVISORS#9 · 50,555 sh | 50,555 | $1.5M | <0.01% | +13.0% |
| 10 | STATE STREET#10 · 45,713 sh | 45,713 | $1.3M | 0.00% | -1.1% |
| 11 | HERITAGE INVESTORS MANAGEMENT#11 · 38,268 sh | 38,268 | $1.1M | 0.03% | 0.0% |
| 12 | VANGUARD FIDUCIARY#12 · 30,044 sh | 30,044 | $871.3K | <0.01% | +7.4% |
| 13 | NORTHERN#13 · 25,844 sh | 25,844 | $749.5K | <0.01% | -7.9% |
| 14 | MORGAN STANLEY#14 · 22,883 sh | 22,883 | $663.6K | 0.00% | +76.8% |
| 15 | Topline Capital Management#15 · 20,012 sh | 20,012 | $580.3K | 0.15% | New |
| 16 | VANGUARD PORTFOLIO MANAGEMENT#16 · 19,373 sh | 19,373 | $561.8K | 0.00% | +18.0% |
| 17 | INTRUST BANK NA#17 · 12,098 sh | 12,098 | $350.8K | 0.03% | 0.0% |
| 18 | Bank of New York Mellon#18 · 11,222 sh | 11,222 | $325.4K | <0.01% | +4.4% |
| 19 | Waverly Advisors#19 · 10,004 sh | 10,004 | $290.1K | <0.01% | 0.0% |
| 20 | GOLDMAN SACHS GROUP#20 · 8,902 sh | 8,902 | $258.2K | 0.00% | +24.6% |
| 21 | CHARLES SCHWAB INVESTMENT MANAGEMENT#21 · 8,726 sh | 8,726 | $253.1K | 0.00% | +17.2% |
| 22 | LOS ANGELES CAPITAL MANAGEMENT#22 · 7,085 sh | 7,085 | $205.5K | <0.01% | 0.0% |
| 23 | UBS Group AG#23 · 6,582 sh | 6,582 | $190.9K | 0.00% | -7.4% |
| 24 | CALDWELL SUTTER CAPITAL#24 · 3,272 sh | 3,272 | $94.9K | 0.04% | 0.0% |
| 25 | WELLS FARGO & COMPANY#25 · 2,615 sh | 2,615 | $75.8K | 0.00% | +149.8% |
| 26 | JPMORGAN CHASE#26 · 2,162 sh | 2,162 | $63.8K | 0.00% | +2.6% |
| 27 | NEW YORK STATE COMMON RETIREMENT FUND#27 · 2,161 sh | 2,161 | $62.7K | <0.01% | 0.0% |
| 28 | DEUTSCHE BANK AG\#28 · 2,011 sh | 2,011 | $58.3K | 0.00% | +3.0% |
| 29 | Vanguard Global Advisers#29 · 1,995 sh | 1,995 | $57.9K | 0.00% | 0.0% |
| 30 | RHUMBLINE ADVISERS#30 · 1,943 sh | 1,943 | $56.3K | 0.00% | -48.9% |
| 31 | ROYAL BANK OF CANADA#31 · 1,758 sh | 1,758 | $52.0K | 0.00% | +44.1% |
| 32 | BNP PARIBAS FINANCIAL MARKETS#32 · 1,377 sh | 1,377 | $39.9K | 0.00% | -7.0% |
| 33 | CITIGROUP#33 · 1,315 sh | 1,315 | $38.1K | 0.00% | +1084.7% |
| 34 | MIRAE ASSET GLOBAL ETFS Ltd.#34 · 1,291 sh | 1,291 | $37.4K | 0.00% | -4.0% |
| 35 | Police & Firemen's Retirement System of New Jersey#35 · 1,040 sh | 1,040 | $30.2K | <0.01% | 0.0% |
| 36 | Russell Investments Group, Ltd.#36 · 933 sh | 933 | $27.1K | 0.00% | +82.9% |
| 37 | Tower Research Capital (TRC)#37 · 557 sh | 557 | $16.2K | <0.01% | -18.3% |
| 38 | BARCLAYS PLC#38 · 406 sh | 406 | $11.8K | 0.00% | -14.2% |
| 39 | ADIRONDACK#39 · 330 sh | 330 | $9.6K | — | 0.0% |
| 40 | Legal & General Group Plc#40 · 250 sh | 250 | $7.3K | 0.00% | 0.0% |
| 41 | GAMMA Investing#41 · 230 sh | 230 | $6.7K | — | -18.4% |
| 42 | Ameritas Investment Partners#42 · 228 sh | 228 | $6.6K | <0.01% | 0.0% |
| 43 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT#43 · 200 sh | 200 | $6.1K | <0.01% | 0.0% |
| 44 | OSAIC#44 · 108 sh | 108 | $3.1K | 0.00% | -88.6% |
| 45 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#45 · 66 sh | 66 | $1.9K | 0.00% | New |
| 46 | FMR#46 · 50 sh | 50 | $1.5K | 0.00% | -73.0% |
| 47 | Optiver Holding B.V.#47 · 30 sh | 30 | $870.00 | 0.00% | 0.0% |
| 48 | Sterling Capital Management#48 · 10 sh | 10 | $290.00 | — | -44.4% |
| 49 | SRS Capital Advisors#49 · 10 sh | 10 | $290.00 | 0.00% | New |
| 50 | Allworth Financial#50 · 1 sh | 1 | $29.00 | 0.00% | 0.0% |
| 51 | Integrated Wealth Concepts#51 · 1 sh | 1 | $29.00 | 0.00% | New |
| 52 | Farther Finance Advisors#52 · 1 sh | 1 | $29.00 | — | New |
| 53 | Essential Partners#53 · 1 sh | 1 | $29.00 | — | -50.0% |
| 54 | ROTHSCHILD INVESTMENT#54 · 1 sh | 1 | $29.00 | 0.00% | New |
| 55 | NewEdge Advisors#55 · 0 sh | 0 | $0.00 | 0.00% | New |
| 56 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#56 · 39 sh | 39 | — | — | -73.6% |
Funds that sold out of SMID in Q2 2026 (7)
Held SMID at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| Corient Private Wealth34,750 sh | 34,750 | $1.1M |
| LAZARD ASSET MANAGEMENT9,004 sh | 9,004 | $292.9K |
| JANE STREET GROUP6,518 sh | 6,518 | $212.0K |
| CITADEL ADVISORS6,369 sh | 6,369 | $207.2K |
| NISA INVESTMENT ADVISORS18 sh | 18 | $586.00 |
| MAI Capital Management1 sh | 1 | $33.00 |
| True Wealth Design1 sh | 1 | $33.00 |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.