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