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, Q1 2022
Institutional positions in Southern Missouri Bancorp, Inc. as of Mar 31, 2022. 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
- 87
- +1 vs. Q4 2021
- Shares held
- 4.77M
- +89.5K (+1.9%) vs. Q4 2021
- Total value
- $238.4M
- −$5.90M (−2.4%) vs. Q4 2021
- New holders
- 11
- 28 more added
- Sold out
- 10
- 25 more reduced
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Southern Missouri Bancorp, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Toronto Dominion Bank | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 19 | $1.00K | 0.00% | +19 | New |
| ClariVest Asset Management LLC | 78 | $4.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 76 | $4.00K | 0.00% | +76 | New |
| Metropolitan Life Insurance Co | 344 | $17.2K | 0.00% | −2,041−85.6% | Reduced |
| Legal & General Group Plc | 585 | $29.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 668 | $33.0K | 0.00% | +177+36.0% | Added |
| Citigroup Inc | 679 | $34.0K | 0.00% | −1,223−64.3% | Reduced |
| Ameritas Investment Partners, Inc. | 690 | $34.0K | 0.00% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 700 | $35.0K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 696 | $35.0K | 0.00% | +14+2.1% | Added |
| Amalgamated Bank | 919 | $46.0K | 0.00% | +919 | New |
| Amalgamated Financial Corp. | 919 | $46.0K | 0.00% | +919 | New |
| The PNC Financial Services Group, Inc. | 1,000 | $50.0K | 0.00% | 00.0% | Unchanged |
| LSV Asset Management | 1,300 | $65.0K | 0.00% | 00.0% | Unchanged |
| Denali Advisors LLC | 1,300 | $65.0K | 0.03% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 1,364 | $68.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,456 | $73.0K | 0.00% | +1,258+635.4% | Added |
| Hillsdale Investment Management Inc. | 1,500 | $75.0K | 0.00% | +200+15.4% | Added |
| UBS Group AG | 1,842 | $92.0K | 0.00% | −1,976−51.8% | Reduced |
| Federated Hermes, Inc. | 2,215 | $111.0K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 3,246 | $162.0K | 0.00% | −927−22.2% | Reduced |
| STRS Ohio | 3,500 | $174.0K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 3,697 | $184.7K | 0.00% | −3,027−45.0% | Reduced |
| American International Group, Inc. | 3,791 | $189.0K | 0.00% | −267−6.6% | Reduced |
| US Bancorp | 4,000 | $200.0K | 0.00% | 00.0% | Unchanged |
| PDT Partners, LLC | 4,062 | $203.0K | 0.02% | +4,062 | New |
| Bank of Montreal | 3,863 | $208.0K | 0.00% | +3,863 | New |
| Deutsche Bank AG | 4,199 | $210.0K | 0.00% | −500−10.6% | Reduced |
| First Trust Advisors LP | 4,532 | $226.0K | 0.00% | +407+9.9% | Added |
| MetLife Investment Management | 4,804 | $240.0K | 0.00% | +1,773+58.5% | Added |
| Alliancebernstein L.P. | 4,800 | $240.0K | 0.00% | −200−4.0% | Reduced |
| AQR Capital Management LLC | 4,843 | $242.0K | 0.00% | +4,843 | New |
| Simmons Bank | 5,540 | $277.0K | 0.02% | 00.0% | Unchanged |
| HSBC Holdings PLC | 5,902 | $294.0K | 0.00% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 5,962 | $298.0K | 0.00% | +5,962 | New |
| New York State Common Retirement Fund | 6,568 | $328.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 6,870 | $343.0K | 0.00% | −1,068−13.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 7,003 | $349.0K | 0.00% | −1,654−19.1% | Reduced |
| Bank of America Corp | 7,386 | $369.0K | 0.00% | −3,945−34.8% | Reduced |
| SEI Investments Co | 7,858 | $381.0K | 0.00% | +7,858 | New |
| Goldman Sachs Group Inc | 7,896 | $394.0K | 0.00% | +1,490+23.3% | Added |
| Globeflex Capital L P | 7,948 | $397.0K | 0.08% | 00.0% | Unchanged |
| Citadel Advisors LLC | 8,202 | $409.0K | 0.00% | −2,473−23.2% | Reduced |
| Wells Fargo & Company | 8,251 | $412.0K | 0.00% | −3,584−30.3% | Reduced |
| Royce & Associates LP | 8,411 | $420.0K | 0.00% | −51,039−85.9% | Reduced |
| Umb Bank N A | 9,000 | $450.0K | 0.01% | 00.0% | Unchanged |
| Rhumbline Advisers | 10,148 | $507.0K | 0.00% | −987−8.9% | Reduced |
| Invesco Ltd. | 10,180 | $509.0K | 0.00% | +10,180 | New |
| JPMorgan Chase & Co | 10,794 | $539.0K | 0.00% | −5,325−33.0% | Reduced |
| Cornercap Investment Counsel Inc | 10,913 | $545.0K | 0.06% | +332+3.1% | Added |
| Barclays PLC | 11,729 | $586.0K | 0.00% | −8,028−40.6% | Reduced |
| Summit Global Investments | 11,800 | $589.0K | 0.04% | +5,400+84.4% | Added |
| ACR Alpine Capital Research, LLC | 13,660 | $682.0K | 0.03% | −2,896−17.5% | Reduced |
| Smith, Moore & Co. | 15,307 | $765.0K | 0.10% | −512−3.2% | Reduced |
| Los Angeles Capital Management LLC | 15,476 | $773.0K | 0.00% | +15,476 | New |
| Morgan Stanley | 15,523 | $775.0K | 0.00% | −12,997−45.6% | Reduced |
| Jacobs Asset Management, LLC | 17,578 | $878.0K | 0.37% | −38,721−68.8% | Reduced |
| Independent Advisor Alliance | 17,855 | $892.0K | 0.04% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 20,131 | $1.01M | 0.00% | +695+3.6% | Added |
| River Oaks Capital LLC | 22,100 | $1.10M | 1.07% | 00.0% | Unchanged |
| Millennium Management LLC | 23,449 | $1.17M | 0.00% | +9,378+66.6% | Added |
| Martingale Asset Management L P | 24,669 | $1.23M | 0.02% | +5,251+27.0% | Added |
| Bridgeway Capital Management, LLC | 25,300 | $1.26M | 0.02% | 00.0% | Unchanged |
| EAM Investors, LLC | 28,078 | $1.40M | 0.26% | +367+1.3% | Added |
| Nuveen Asset Management, LLC | 28,233 | $1.42M | 0.00% | +278+1.0% | Added |
| American Century Companies Inc | 31,368 | $1.57M | 0.00% | +6,964+28.5% | Added |
| Assenagon Asset Management S.A. | 34,695 | $1.73M | 0.01% | +17,076+96.9% | Added |
| Russell Investments Group, Ltd. | 36,367 | $1.82M | 0.00% | −1,587−4.2% | Reduced |
| Acadian Asset Management LLC | 40,282 | $2.01M | 0.01% | +9,406+30.5% | Added |
| Siena Capital Partners GP, LLC | 50,691 | $2.53M | 0.79% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 55,629 | $2.78M | 0.00% | +1,082+2.0% | Added |
| Franklin Resources Inc | 77,053 | $3.85M | 0.00% | +110.0% | Added |
| Northern Trust Corp | 80,560 | $4.02M | 0.00% | −3,295−3.9% | Reduced |
| HYA Advisors, Inc | 89,865 | $4.49M | 1.55% | +347+0.4% | Added |
| Renaissance Technologies LLC | 123,946 | $6.19M | 0.01% | −9,531−7.1% | Reduced |
| Geode Capital Management, LLC | 133,583 | $6.67M | 0.00% | +8,804+7.1% | Added |
| State Street Corp | 154,055 | $7.70M | 0.00% | +14,345+10.3% | Added |
| Missouri Trust & Investment Co | 215,733 | $10.8M | 6.32% | 00.0% | Unchanged |
| Raffles Associates LP | 232,292 | $11.6M | 11.92% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 241,720 | $12.1M | 0.00% | +7,189+3.1% | Added |
| Epoch Investment Partners, Inc. | 294,618 | $14.7M | 0.07% | +90,662+44.5% | Added |
| FJ Capital Management LLC | 351,304 | $17.5M | 1.51% | +304+0.1% | Added |
| Manufacturers Life Insurance Company, The | 358,097 | $17.9M | 0.01% | +1,465+0.4% | Added |
| Vanguard Group Inc | 407,986 | $20.4M | 0.00% | +21,251+5.5% | Added |
| FMR LLC | 625,906 | $31.3M | 0.00% | +17,286+2.8% | Added |
| BlackRock Inc. | 633,091 | $31.6M | 0.00% | −6,218−1.0% | Reduced |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −12,118−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −4,400−100.0% | Sold out |
| Zebra Capital Management LLC | 0 | $0 | 0.00% | −3,999−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −2,510−100.0% | Sold out |
| Nisa Investment Advisors, LLC | 0 | $0 | 0.00% | −430−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Advisor Group Holdings, Inc. | 0 | $0 | 0.00% | −69−100.0% | Sold out |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −9−100.0% | Sold out |