Southern Missouri Bancorp, Inc.
SMBC- Exchange
- Nasdaq
- Industry
- Savings Institutions, Not Federally Chartered
- SEC CIK
- 0000916907
In the last 90 days, Southern Missouri Bancorp, Inc. insiders filed 0 open-market purchases and 2 sales; 150 institutions reported holding it in 13F filings for Q2 2026, worth $478.5M in total; no superinvestor holds it.
13F holders, Q2 2021
Institutional positions in Southern Missouri Bancorp, Inc. as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 65
- +1 vs. Q1 2021
- Shares held
- 4.49M
- +17.1K (+0.4%) vs. Q1 2021
- Total value
- $201.8M
- +$25.5M (+14.5%) vs. Q1 2021
- New holders
- 8
- 15 more added
- Sold out
- 7
- 29 more reduced
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SMBC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 150 | $478.5M |
| Q1 2026 | 148 | $394.8M |
| Q4 2025 | 147 | $362.6M |
| Q3 2025 | 135 | $312.3M |
| Q2 2025 | 114 | $328.1M |
| Q1 2025 | 113 | $303.1M |
| Q4 2024 | 115 | $333.8M |
| Q3 2024 | 108 | $320.6M |
| Q2 2024 | 100 | $249.0M |
| Q1 2024 | 92 | $247.3M |
| Q4 2023 | 86 | $300.2M |
| Q3 2023 | 80 | $215.7M |
| Q2 2023 | 84 | $217.7M |
| Q1 2023 | 90 | $201.4M |
| Q4 2022 | 80 | $217.1M |
| Q3 2022 | 82 | $242.8M |
| Q2 2022 | 83 | $214.5M |
| Q1 2022 | 87 | $238.4M |
| Q4 2021 | 86 | $244.3M |
| Q3 2021 | 70 | $196.3M |
| Q2 2021 | 65 | $201.8M |
| Q1 2021 | 64 | $176.3M |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Southern Missouri Bancorp, Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| ClariVest Asset Management LLC | 78 | $4.00K | 0.00% | +78 | New |
| Panagora Asset Management Inc | 155 | $7.00K | 0.00% | −13−7.7% | Reduced |
| Citigroup Inc | 367 | $17.0K | 0.00% | −137−27.2% | Reduced |
| Tower Research Capital LLC (TRC) | 435 | $19.0K | 0.00% | −167−27.7% | Reduced |
| Lazard Asset Management LLC | 437 | $19.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 430 | $19.0K | 0.00% | +430 | New |
| Legal & General Group Plc | 586 | $26.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 690 | $31.0K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 957 | $43.0K | 0.00% | −2,609−73.2% | Reduced |
| The PNC Financial Services Group, Inc. | 1,000 | $45.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 1,364 | $61.0K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1,500 | $67.0K | 0.00% | +1,500 | New |
| Federated Hermes, Inc. | 2,215 | $100.0K | 0.00% | −2−0.1% | Reduced |
| Metropolitan Life Insurance Co | 2,385 | $107.2K | 0.00% | +2,385 | New |
| Northwestern Mutual Wealth Management Co | 2,750 | $124.0K | 0.00% | +2,750 | New |
| MetLife Investment Management | 3,031 | $136.3K | 0.00% | +3,031 | New |
| STRS Ohio | 3,500 | $157.0K | 0.00% | +300+9.4% | Added |
| Barclays PLC | 3,526 | $159.0K | 0.00% | −2,813−44.4% | Reduced |
| US Bancorp | 4,000 | $180.0K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 4,332 | $195.0K | 0.00% | −88−2.0% | Reduced |
| Wells Fargo & Company | 4,404 | $198.0K | 0.00% | +1,790+68.5% | Added |
| SEI Investments Co | 4,526 | $203.0K | 0.00% | +4,526 | New |
| Deutsche Bank AG | 4,589 | $206.0K | 0.00% | −399−8.0% | Reduced |
| First Trust Advisors LP | 4,633 | $208.0K | 0.00% | +4,633 | New |
| Simmons Bank | 5,540 | $249.0K | 0.02% | 00.0% | Unchanged |
| Royal Bank of Canada | 5,736 | $258.0K | 0.00% | −97−1.7% | Reduced |
| Alliancebernstein L.P. | 6,100 | $274.0K | 0.00% | −800−11.6% | Reduced |
| Zebra Capital Management LLC | 6,173 | $277.0K | 0.32% | −375−5.7% | Reduced |
| Bank of America Corp | 6,267 | $282.0K | 0.00% | −4,768−43.2% | Reduced |
| New York State Common Retirement Fund | 7,061 | $317.0K | 0.00% | +61+0.9% | Added |
| Globeflex Capital L P | 7,948 | $357.0K | 0.06% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 8,017 | $360.0K | 0.00% | −420−5.0% | Reduced |
| California State Teachers Retirement System | 10,700 | $481.0K | 0.00% | −893−7.7% | Reduced |
| Rhumbline Advisers | 10,998 | $494.0K | 0.00% | −1,461−11.7% | Reduced |
| JPMorgan Chase & Co | 11,219 | $504.0K | 0.00% | −12,540−52.8% | Reduced |
| Morgan Stanley | 11,970 | $539.0K | 0.00% | −8,282−40.9% | Reduced |
| Martingale Asset Management L P | 13,515 | $608.0K | 0.01% | +701+5.5% | Added |
| ACR Alpine Capital Research, LLC | 14,417 | $648.0K | 0.04% | +8,106+128.4% | Added |
| American Century Companies Inc | 16,152 | $726.0K | 0.00% | +3,892+31.7% | Added |
| Smith, Moore & Co. | 16,661 | $749.0K | 0.11% | −625−3.6% | Reduced |
| Acadian Asset Management LLC | 17,173 | $773.0K | 0.00% | −337−1.9% | Reduced |
| Independent Advisor Alliance | 17,855 | $803.0K | 0.04% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 19,448 | $875.0K | 0.00% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 25,300 | $1.14M | 0.02% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 32,613 | $1.47M | 0.00% | −4,310−11.7% | Reduced |
| Goldman Sachs Group Inc | 32,842 | $1.48M | 0.00% | +3,645+12.5% | Added |
| Russell Investments Group, Ltd. | 46,550 | $2.09M | 0.00% | +13,691+41.7% | Added |
| Siena Capital Partners GP, LLC | 50,691 | $2.28M | 0.74% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 54,517 | $2.45M | 0.00% | −1,183−2.1% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 59,870 | $2.69M | 0.01% | −1,200−2.0% | Reduced |
| Franklin Resources Inc | 81,205 | $3.65M | 0.00% | +54+0.1% | Added |
| HYA Advisors, Inc | 88,818 | $3.99M | 1.67% | +314+0.4% | Added |
| Northern Trust Corp | 89,742 | $4.04M | 0.00% | −1,359−1.5% | Reduced |
| Renaissance Technologies LLC | 110,834 | $4.98M | 0.01% | −9,357−7.8% | Reduced |
| Geode Capital Management, LLC | 122,858 | $5.52M | 0.00% | +5,103+4.3% | Added |
| State Street Corp | 143,074 | $6.43M | 0.00% | +2,215+1.6% | Added |
| Royce & Associates LP | 178,151 | $8.01M | 0.06% | −23,365−11.6% | Reduced |
| Jacobs Asset Management, LLC | 225,923 | $10.2M | 3.79% | −82,499−26.7% | Reduced |
| Dimensional Fund Advisors LP | 229,862 | $10.3M | 0.00% | −1,388−0.6% | Reduced |
| Raffles Associates LP | 232,292 | $10.4M | 8.88% | 00.0% | Unchanged |
| Vanguard Group Inc | 347,838 | $15.6M | 0.00% | +36,140+11.6% | Added |
| FMR LLC | 351,050 | $15.8M | 0.00% | +174,300+98.6% | Added |
| Manufacturers Life Insurance Company, The | 353,465 | $15.9M | 0.01% | +11,234+3.3% | Added |
| BlackRock Inc. | 659,698 | $29.7M | 0.00% | −26,366−3.8% | Reduced |
| FJ Capital Management LLC | 707,000 | $31.8M | 2.66% | −1000.0% | Reduced |
| Maltese Capital Management LLC | 0 | $0 | 0.00% | −26,300−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −20,940−100.0% | Sold out |
| California Public Employees Retirement System | 0 | $0 | 0.00% | −15,742−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −10,869−100.0% | Sold out |
| UBS Group AG | 0 | $0 | 0.00% | −1,659−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −204−100.0% | Sold out |
| Advisor Group Holdings, Inc. | 0 | $0 | 0.00% | −83−100.0% | Sold out |