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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 2022

Institutional positions in Southern Missouri Bancorp, Inc. as of Sep 30, 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
82
0 vs. Q2 2022
Shares held
4.76M
+110.3K (+2.4%) vs. Q2 2022
Total value
$242.8M
+$32.4M (+15.4%) vs. Q2 2022
New holders
9
24 more added
Sold out
9
27 more reduced

1 institution that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2022: 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.

Institutional holdersQ3 2022: 82 institutions
Q1 2021: 64 institutionsQ2 2021: 65 institutionsQ3 2021: 70 institutionsQ4 2021: 86 institutionsQ1 2022: 87 institutionsQ2 2022: 83 institutionsQ3 2022: 82 institutionsQ4 2022: 80 institutionsQ1 2023: 90 institutionsQ2 2023: 84 institutionsQ3 2023: 80 institutionsQ4 2023: 86 institutionsQ1 2024: 92 institutionsQ2 2024: 100 institutionsQ3 2024: 108 institutionsQ4 2024: 115 institutionsQ1 2025: 113 institutionsQ2 2025: 114 institutionsQ3 2025: 135 institutionsQ4 2025: 147 institutionsQ1 2026: 148 institutionsQ2 2026: 150 institutions
Value heldQ3 2022: $242.8M
Q1 2021: $176.3MQ2 2021: $201.8MQ3 2021: $196.3MQ4 2021: $244.3MQ1 2022: $238.4MQ2 2022: $214.5MQ3 2022: $242.8MQ4 2022: $217.1MQ1 2023: $201.4MQ2 2023: $217.7MQ3 2023: $215.7MQ4 2023: $300.2MQ1 2024: $247.3MQ2 2024: $249.0MQ3 2024: $320.6MQ4 2024: $333.8MQ1 2025: $303.1MQ2 2025: $328.1MQ3 2025: $312.3MQ4 2025: $362.6MQ1 2026: $394.8MQ2 2026: $478.5M
Institutions holding SMBC and their total value by quarter
QuarterHoldersValue
Q2 2026150$478.5M
Q1 2026148$394.8M
Q4 2025147$362.6M
Q3 2025135$312.3M
Q2 2025114$328.1M
Q1 2025113$303.1M
Q4 2024115$333.8M
Q3 2024108$320.6M
Q2 2024100$249.0M
Q1 202492$247.3M
Q4 202386$300.2M
Q3 202380$215.7M
Q2 202384$217.7M
Q1 202390$201.4M
Q4 202280$217.1M
Q3 202282$242.8M
Q2 202283$214.5M
Q1 202287$238.4M
Q4 202186$244.3M
Q3 202170$196.3M
Q2 202165$201.8M
Q1 202164$176.3M

Institutions, Q3 2022

Shares, value and share of portfolio for each institution holding Southern Missouri Bancorp, Inc.; share changes are against Q2 2022.

Institutions holding SMBC in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
FMR LLC679,551$34.7M0.00%+128,891+23.4%Added
BlackRock Inc.599,160$30.6M0.00%−45,134−7.0%Reduced
Vanguard Group Inc415,519$21.2M0.00%+4,911+1.2%Added
FJ Capital Management LLC346,000$17.6M2.13%00.0%Unchanged
Manufacturers Life Insurance Company, The339,180$17.3M0.01%−14,632−4.1%Reduced
Epoch Investment Partners, Inc.279,745$14.3M0.09%−4,176−1.5%Reduced
Dimensional Fund Advisors LP271,383$13.8M0.01%+12,552+4.8%Added
Raffles Associates LP232,292$11.9M12.64%00.0%Unchanged
Missouri Trust & Investment Co216,733$11.1M7.24%00.0%Unchanged
State Street Corp155,663$7.94M0.00%+2,861+1.9%Added
Geode Capital Management, LLC140,615$7.17M0.00%−3,908−2.7%Reduced
Renaissance Technologies LLC95,134$4.86M0.01%−33,400−26.0%Reduced
Mercer Global Advisors Inc90,588$4.62M0.03%+90,588New
Northern Trust Corp81,004$4.13M0.00%−2,381−2.9%Reduced
Siena Capital Partners GP, LLC79,314$4.05M1.37%00.0%Unchanged
Franklin Resources Inc77,051$3.93M0.00%+40.0%Added
Bank of New York Mellon Corp54,645$2.79M0.00%+2,725+5.2%Added
Hotchkis & Wiley Capital Management LLC45,350$2.31M0.01%+45,350New
American Century Companies Inc44,040$2.25M0.00%+4,567+11.6%Added
Acadian Asset Management LLC40,345$2.06M0.01%00.0%Unchanged
Invesco Ltd.36,509$1.86M0.00%+22,903+168.3%Added
Nuveen Asset Management, LLC27,091$1.38M0.00%−739−2.7%Reduced
Bridgeway Capital Management, LLC25,300$1.29M0.03%00.0%Unchanged
First Trust Advisors LP23,679$1.21M0.00%+23,679New
Martingale Asset Management L P22,769$1.16M0.02%−2,251−9.0%Reduced
River Oaks Capital LLC21,800$1.11M1.21%−300−1.4%Reduced
Victory Capital Management Inc21,457$1.09M0.00%+1,457+7.3%Added
Charles Schwab Investment Management Inc20,545$1.05M0.00%−386−1.8%Reduced
Independent Advisor Alliance17,855$911.0K0.05%00.0%Unchanged
Russell Investments Group, Ltd.17,233$879.0K0.00%−11,384−39.8%Reduced
Smith, Moore & Co.15,262$779.0K0.12%−102−0.7%Reduced
ACR Alpine Capital Research, LLC15,180$775.0K0.04%+59+0.4%Added
Rhumbline Advisers12,187$622.0K0.00%+655+5.7%Added
Morgan Stanley12,118$619.0K0.00%−4,664−27.8%Reduced
Goldman Sachs Group Inc12,116$618.0K0.00%−23,454−65.9%Reduced
Citadel Advisors LLC11,808$602.0K0.00%+6,955+143.3%Added
Summit Global Investments11,000$561.0K0.05%00.0%Unchanged
Barclays PLC10,821$552.0K0.00%−66−0.6%Reduced
Enterprise Financial Services Corp9,798$500.0K0.37%00.0%Unchanged
Umb Bank N A9,000$459.0K0.01%00.0%Unchanged
Los Angeles Capital Management LLC8,858$452.0K0.00%−16,120−64.5%Reduced
Globeflex Capital L P7,948$406.0K0.07%00.0%Unchanged
Ameriprise Financial Inc7,382$377.0K0.00%+7,382New
Royal Bank of Canada6,995$357.0K0.00%+550+8.5%Added
New York State Common Retirement Fund6,571$335.0K0.00%+21+0.3%Added
Panagora Asset Management Inc6,445$329.0K0.00%−6,933−51.8%Reduced
HSBC Holdings PLC6,260$323.0K0.00%+358+6.1%Added
Quadrature Capital Ltd5,881$300.0K0.01%+5,881New
Simmons Bank5,540$283.0K0.03%00.0%Unchanged
Janney Montgomery Scott LLC5,317$271.0K0.00%+5,317New
Alliancebernstein L.P.5,300$270.0K0.00%+400+8.2%Added
US Bancorp5,071$259.0K0.00%+1,071+26.8%Added
MetLife Investment Management4,804$245.1K0.00%00.0%Unchanged
JPMorgan Chase & Co4,287$219.0K0.00%−3,146−42.3%Reduced
American International Group, Inc.3,733$190.0K0.00%+10+0.3%Added
STRS Ohio3,500$178.0K0.00%00.0%Unchanged
Deutsche Bank AG3,136$160.0K0.00%−537−14.6%Reduced
California State Teachers Retirement System3,104$158.0K0.00%−297−8.7%Reduced
Bank of America Corp2,761$141.0K0.00%+117+4.4%Added
BNP Paribas Arbitrage, SA2,369$120.9K0.00%+218+10.1%Added
SG Americas Securities, LLC2,339$119.0K0.00%−1,391−37.3%Reduced
Federated Hermes, Inc.2,207$113.0K0.00%−8−0.4%Reduced
Dark Forest Capital Management LP1,871$95.0K0.02%+1,871New
Denali Advisors LLC1,600$82.0K0.04%+300+23.1%Added
Public Employees Retirement System of Ohio1,364$70.0K0.00%00.0%Unchanged
LSV Asset Management1,300$66.0K0.00%00.0%Unchanged
The PNC Financial Services Group, Inc.1,000$51.0K0.00%00.0%Unchanged
Amalgamated Bank990$51.0K0.00%00.0%Unchanged
Legal & General Group Plc771$39.0K0.00%+95+14.1%Added
Ameritas Investment Partners, Inc.690$35.0K0.00%00.0%Unchanged
Copeland Capital Management, LLC578$29.0K0.00%−137−19.2%Reduced
Tower Research Capital LLC (TRC)540$28.0K0.00%−553−50.6%Reduced
Metropolitan Life Insurance Co488$24.9K0.00%00.0%Unchanged
Citigroup Inc285$15.0K0.00%−499−63.6%Reduced
Quadrant Capital Group LLC264$13.0K0.00%+181+218.1%Added
Wipfli Financial Advisors LLC,174$9.00K0.00%+174New
Signaturefd, LLC33$2.00K0.00%−17−34.0%Reduced
Parallel Advisors, LLC45$2.00K0.00%00.0%Unchanged
Lindbrook Capital, LLC45$2.00K0.00%00.0%Unchanged
Credit Suisse AG45$2.00K0.00%+37+462.5%Added
Wells Fargo & Company20$1.00K0.00%−81−80.2%Reduced
Covestor Ltd7$00.00%+7New
Royce & Associates LP0$00.00%−57,683−100.0%Sold out
Assenagon Asset Management S.A.0$00.00%−13,677−100.0%Sold out
AQR Capital Management LLC0$00.00%−6,167−100.0%Sold out
Principal Financial Group Inc0$00.00%−4,659−100.0%Sold out
Hillsdale Investment Management Inc.0$00.00%−1,300−100.0%Sold out
New York State Teachers Retirement System0$00.00%−700−100.0%Sold out
Allspring Global Investments Holdings, LLC0$00.00%−590−100.0%Sold out
Aquatic Capital Management LLC0$00.00%−200−100.0%Sold out
UBS Group AG0$00.00%−141−100.0%Sold out
HYA Advisors, Inc––––Not filed