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, Q3 2021
Institutional positions in Southern Missouri Bancorp, Inc. as of Sep 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
- 70
- +5 vs. Q2 2021
- Shares held
- 4.37M
- −117.9K (−2.6%) vs. Q2 2021
- Total value
- $196.3M
- −$5.54M (−2.7%) vs. Q2 2021
- New holders
- 10
- 23 more added
- Sold out
- 5
- 20 more reduced
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Southern Missouri Bancorp, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Advisor Group Holdings, Inc. | 69 | $3.00K | 0.00% | +69 | New |
| ClariVest Asset Management LLC | 78 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 152 | $7.00K | 0.00% | −283−65.1% | Reduced |
| UBS Group AG | 269 | $12.0K | 0.00% | +269 | New |
| Nisa Investment Advisors, LLC | 430 | $19.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 437 | $19.0K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 643 | $29.0K | 0.00% | +57+9.7% | Added |
| Ameritas Investment Partners, Inc. | 690 | $31.0K | 0.00% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 700 | $31.0K | 0.00% | +700 | New |
| Citigroup Inc | 883 | $40.0K | 0.00% | +516+140.6% | Added |
| The PNC Financial Services Group, Inc. | 1,000 | $45.0K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 1,000 | $45.0K | 0.00% | +1,000 | New |
| Public Employees Retirement System of Ohio | 1,364 | $61.0K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 2,024 | $90.9K | 0.00% | +1,067+111.5% | Added |
| Federated Hermes, Inc. | 2,215 | $99.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 2,320 | $104.0K | 0.00% | +2,320 | New |
| Metropolitan Life Insurance Co | 2,385 | $107.1K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 3,031 | $136.1K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 3,500 | $157.0K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 3,625 | $163.0K | 0.00% | −779−17.7% | Reduced |
| US Bancorp | 4,000 | $180.0K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 4,173 | $187.0K | 0.00% | −6,527−61.0% | Reduced |
| American International Group, Inc. | 4,231 | $190.0K | 0.00% | −101−2.3% | Reduced |
| Deutsche Bank AG | 4,449 | $200.0K | 0.00% | −140−3.1% | Reduced |
| Invesco Ltd. | 4,574 | $205.0K | 0.00% | +4,574 | New |
| Zebra Capital Management LLC | 4,744 | $213.0K | 0.26% | −1,429−23.1% | Reduced |
| SG Americas Securities, LLC | 5,127 | $230.0K | 0.00% | +5,127 | New |
| Alliancebernstein L.P. | 5,300 | $238.0K | 0.00% | −800−13.1% | Reduced |
| Citadel Advisors LLC | 5,399 | $242.0K | 0.00% | +5,399 | New |
| Simmons Bank | 5,540 | $249.0K | 0.02% | 00.0% | Unchanged |
| Bank of America Corp | 5,762 | $259.0K | 0.00% | −505−8.1% | Reduced |
| HSBC Holdings PLC | 5,902 | $266.0K | 0.00% | +5,902 | New |
| Ameriprise Financial Inc | 5,946 | $267.0K | 0.00% | −2,071−25.8% | Reduced |
| Royal Bank of Canada | 6,053 | $271.0K | 0.00% | +317+5.5% | Added |
| JPMorgan Chase & Co | 6,391 | $287.0K | 0.00% | −4,828−43.0% | Reduced |
| Goldman Sachs Group Inc | 6,551 | $294.0K | 0.00% | −26,291−80.1% | Reduced |
| New York State Common Retirement Fund | 7,062 | $317.0K | 0.00% | +10.0% | Added |
| Globeflex Capital L P | 7,948 | $357.0K | 0.08% | 00.0% | Unchanged |
| Rhumbline Advisers | 11,234 | $504.0K | 0.00% | +236+2.1% | Added |
| Barclays PLC | 13,648 | $613.0K | 0.00% | +10,122+287.1% | Added |
| ACR Alpine Capital Research, LLC | 15,915 | $714.0K | 0.04% | +1,498+10.4% | Added |
| Smith, Moore & Co. | 16,318 | $733.0K | 0.11% | −343−2.1% | Reduced |
| Independent Advisor Alliance | 17,855 | $802.0K | 0.04% | 00.0% | Unchanged |
| American Century Companies Inc | 18,476 | $829.0K | 0.00% | +2,324+14.4% | Added |
| Martingale Asset Management L P | 19,314 | $868.0K | 0.01% | +5,799+42.9% | Added |
| Charles Schwab Investment Management Inc | 19,423 | $872.0K | 0.00% | −25−0.1% | Reduced |
| Acadian Asset Management LLC | 19,831 | $889.0K | 0.00% | +2,658+15.5% | Added |
| Millennium Management LLC | 20,391 | $915.0K | 0.00% | +20,391 | New |
| Morgan Stanley | 24,623 | $1.11M | 0.00% | +12,653+105.7% | Added |
| Bridgeway Capital Management, LLC | 25,300 | $1.14M | 0.02% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 31,111 | $1.31M | 0.00% | −1,502−4.6% | Reduced |
| Siena Capital Partners GP, LLC | 50,691 | $2.28M | 0.72% | 00.0% | Unchanged |
| Hotchkis & Wiley Capital Management LLC | 54,060 | $2.43M | 0.01% | −5,810−9.7% | Reduced |
| Bank of New York Mellon Corp | 56,185 | $2.52M | 0.00% | +1,668+3.1% | Added |
| Russell Investments Group, Ltd. | 57,163 | $2.56M | 0.00% | +10,613+22.8% | Added |
| Franklin Resources Inc | 81,134 | $3.64M | 0.00% | −71−0.1% | Reduced |
| Northern Trust Corp | 85,988 | $3.86M | 0.00% | −3,754−4.2% | Reduced |
| HYA Advisors, Inc | 89,201 | $4.15M | 1.67% | +383+0.4% | Added |
| Geode Capital Management, LLC | 122,882 | $5.52M | 0.00% | +240.0% | Added |
| Renaissance Technologies LLC | 130,534 | $5.86M | 0.01% | +19,700+17.8% | Added |
| Royce & Associates LP | 138,098 | $6.20M | 0.05% | −40,053−22.5% | Reduced |
| State Street Corp | 147,811 | $6.63M | 0.00% | +4,737+3.3% | Added |
| Jacobs Asset Management, LLC | 153,423 | $6.89M | 2.64% | −72,500−32.1% | Reduced |
| Raffles Associates LP | 232,292 | $10.4M | 9.66% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 233,314 | $10.5M | 0.00% | +3,452+1.5% | Added |
| FJ Capital Management LLC | 351,000 | $15.8M | 1.37% | −356,000−50.4% | Reduced |
| Manufacturers Life Insurance Company, The | 353,572 | $15.9M | 0.01% | +1070.0% | Added |
| Vanguard Group Inc | 415,938 | $18.7M | 0.00% | +68,100+19.6% | Added |
| FMR LLC | 577,932 | $25.9M | 0.00% | +226,882+64.6% | Added |
| BlackRock Inc. | 660,495 | $29.6M | 0.00% | +797+0.1% | Added |
| First Trust Advisors LP | 0 | $0 | 0.00% | −4,633−100.0% | Sold out |
| SEI Investments Co | 0 | $0 | 0.00% | −4,526−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −2,750−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −155−100.0% | Sold out |