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, Q4 2021
Institutional positions in Southern Missouri Bancorp, Inc. as of Dec 31, 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
- 86
- +16 vs. Q3 2021
- Shares held
- 4.68M
- +311.6K (+7.1%) vs. Q3 2021
- Total value
- $244.3M
- +$48.0M (+24.4%) vs. Q3 2021
- New holders
- 20
- 25 more added
- Sold out
- 4
- 20 more reduced
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Southern Missouri Bancorp, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 639,309 | $33.4M | 0.00% | −21,186−3.2% | Reduced |
| FMR LLC | 608,620 | $31.8M | 0.00% | +30,688+5.3% | Added |
| Vanguard Group Inc | 386,735 | $20.2M | 0.00% | −29,203−7.0% | Reduced |
| Manufacturers Life Insurance Company, The | 356,632 | $18.6M | 0.01% | +3,060+0.9% | Added |
| FJ Capital Management LLC | 351,000 | $18.3M | 1.54% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 234,531 | $12.2M | 0.00% | +1,217+0.5% | Added |
| Raffles Associates LP | 232,292 | $12.1M | 11.61% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 215,733 | $11.3M | 6.50% | +215,733 | New |
| Epoch Investment Partners, Inc. | 203,956 | $10.6M | 0.05% | +203,956 | New |
| State Street Corp | 139,710 | $7.29M | 0.00% | −8,101−5.5% | Reduced |
| Renaissance Technologies LLC | 133,477 | $6.96M | 0.01% | +2,943+2.3% | Added |
| Geode Capital Management, LLC | 124,779 | $6.51M | 0.00% | +1,897+1.5% | Added |
| HYA Advisors, Inc | 89,518 | $4.67M | 1.67% | +317+0.4% | Added |
| Northern Trust Corp | 83,855 | $4.38M | 0.00% | −2,133−2.5% | Reduced |
| Franklin Resources Inc | 77,042 | $4.02M | 0.00% | −4,092−5.0% | Reduced |
| Royce & Associates LP | 59,450 | $3.10M | 0.02% | −78,648−57.0% | Reduced |
| Jacobs Asset Management, LLC | 56,299 | $2.94M | 1.34% | −97,124−63.3% | Reduced |
| Bank of New York Mellon Corp | 54,547 | $2.85M | 0.00% | −1,638−2.9% | Reduced |
| Siena Capital Partners GP, LLC | 50,691 | $2.65M | 0.81% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 37,954 | $1.98M | 0.00% | −19,209−33.6% | Reduced |
| Acadian Asset Management LLC | 30,876 | $1.61M | 0.01% | +11,045+55.7% | Added |
| Morgan Stanley | 28,520 | $1.49M | 0.00% | +3,897+15.8% | Added |
| EAM Investors, LLC | 27,711 | $1.45M | 0.24% | +27,711 | New |
| Nuveen Asset Management, LLC | 27,955 | $1.43M | 0.00% | −3,156−10.1% | Reduced |
| Bridgeway Capital Management, LLC | 25,300 | $1.32M | 0.02% | 00.0% | Unchanged |
| American Century Companies Inc | 24,404 | $1.27M | 0.00% | +5,928+32.1% | Added |
| River Oaks Capital LLC | 22,100 | $1.15M | 1.07% | +22,100 | New |
| Barclays PLC | 19,757 | $1.03M | 0.00% | +6,109+44.8% | Added |
| Charles Schwab Investment Management Inc | 19,436 | $1.01M | 0.00% | +13+0.1% | Added |
| Martingale Asset Management L P | 19,418 | $1.01M | 0.01% | +104+0.5% | Added |
| Independent Advisor Alliance | 17,855 | $931.0K | 0.05% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 17,619 | $919.0K | 0.00% | +17,619 | New |
| ACR Alpine Capital Research, LLC | 16,556 | $864.0K | 0.05% | +641+4.0% | Added |
| JPMorgan Chase & Co | 16,119 | $840.0K | 0.00% | +9,728+152.2% | Added |
| Smith, Moore & Co. | 15,819 | $825.0K | 0.11% | −499−3.1% | Reduced |
| Millennium Management LLC | 14,071 | $734.0K | 0.00% | −6,320−31.0% | Reduced |
| Janney Montgomery Scott LLC | 12,118 | $632.0K | 0.00% | +12,118 | New |
| Wells Fargo & Company | 11,835 | $617.0K | 0.00% | +8,210+226.5% | Added |
| Bank of America Corp | 11,331 | $591.0K | 0.00% | +5,569+96.7% | Added |
| Rhumbline Advisers | 11,135 | $581.0K | 0.00% | −99−0.9% | Reduced |
| Citadel Advisors LLC | 10,675 | $557.0K | 0.00% | +5,276+97.7% | Added |
| Cornercap Investment Counsel Inc | 10,581 | $552.0K | 0.08% | +10,581 | New |
| Umb Bank N A | 9,000 | $470.0K | 0.01% | +9,000 | New |
| Allspring Global Investments Holdings, LLC | 8,657 | $451.0K | 0.00% | +8,657 | New |
| Globeflex Capital L P | 7,948 | $415.0K | 0.08% | 00.0% | Unchanged |
| Royal Bank of Canada | 7,938 | $414.0K | 0.00% | +1,885+31.1% | Added |
| BNP Paribas Arbitrage, SA | 6,724 | $350.8K | 0.00% | +4,700+232.2% | Added |
| New York State Common Retirement Fund | 6,568 | $343.0K | 0.00% | −494−7.0% | Reduced |
| Goldman Sachs Group Inc | 6,406 | $334.0K | 0.00% | −145−2.2% | Reduced |
| Summit Global Investments | 6,400 | $334.0K | 0.02% | +6,400 | New |
| HSBC Holdings PLC | 5,902 | $308.0K | 0.00% | 00.0% | Unchanged |
| Simmons Bank | 5,540 | $289.0K | 0.02% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 5,000 | $261.0K | 0.00% | −300−5.7% | Reduced |
| Deutsche Bank AG | 4,699 | $245.0K | 0.00% | +250+5.6% | Added |
| State of Wisconsin Investment Board | 4,400 | $230.0K | 0.00% | +4,400 | New |
| California State Teachers Retirement System | 4,173 | $218.0K | 0.00% | 00.0% | Unchanged |
| First Trust Advisors LP | 4,125 | $215.0K | 0.00% | +4,125 | New |
| American International Group, Inc. | 4,058 | $212.0K | 0.00% | −173−4.1% | Reduced |
| US Bancorp | 4,000 | $209.0K | 0.00% | 00.0% | Unchanged |
| Zebra Capital Management LLC | 3,999 | $208.0K | 0.33% | −745−15.7% | Reduced |
| UBS Group AG | 3,818 | $199.0K | 0.00% | +3,549+1,319.3% | Added |
| STRS Ohio | 3,500 | $182.0K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 3,031 | $158.1K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 2,510 | $131.0K | 0.00% | −2,617−51.0% | Reduced |
| Metropolitan Life Insurance Co | 2,385 | $124.4K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 2,215 | $116.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 1,902 | $99.0K | 0.00% | +1,019+115.4% | Added |
| Public Employees Retirement System of Ohio | 1,364 | $71.0K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 1,300 | $68.0K | 0.00% | +300+30.0% | Added |
| LSV Asset Management | 1,300 | $68.0K | 0.00% | +1,300 | New |
| Denali Advisors LLC | 1,300 | $68.0K | 0.03% | +1,300 | New |
| The PNC Financial Services Group, Inc. | 1,000 | $52.0K | 0.00% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 700 | $37.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 690 | $36.0K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 682 | $36.0K | 0.00% | +682 | New |
| Legal & General Group Plc | 585 | $31.0K | 0.00% | −58−9.0% | Reduced |
| Lazard Asset Management LLC | 491 | $25.0K | 0.00% | +54+12.4% | Added |
| Nisa Investment Advisors, LLC | 430 | $24.0K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 300 | $16.0K | 0.03% | +300 | New |
| Tower Research Capital LLC (TRC) | 198 | $10.0K | 0.00% | +46+30.3% | Added |
| ClariVest Asset Management LLC | 78 | $4.00K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 69 | $4.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 14 | $1.00K | 0.00% | +14 | New |
| Meeder Asset Management Inc | 2 | $0 | 0.00% | +2 | New |
| Toronto Dominion Bank | 1 | $0 | 0.00% | +1 | New |
| Ellevest, Inc. | 9 | $0 | 0.00% | +9 | New |
| Hotchkis & Wiley Capital Management LLC | 0 | $0 | 0.00% | −54,060−100.0% | Sold out |
| Ameriprise Financial Inc | 0 | $0 | 0.00% | −5,946−100.0% | Sold out |
| Invesco Ltd. | 0 | $0 | 0.00% | −4,574−100.0% | Sold out |
| Central Trust Co | 0 | $0 | 0.00% | −2,320−100.0% | Sold out |