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.
| 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 2022
Shares, value and share of portfolio for each institution holding Southern Missouri Bancorp, Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 7 | $0 | 0.00% | +7 | New |
| Wells Fargo & Company | 20 | $1.00K | 0.00% | −81−80.2% | Reduced |
| Signaturefd, LLC | 33 | $2.00K | 0.00% | −17−34.0% | Reduced |
| Parallel Advisors, LLC | 45 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 45 | $2.00K | 0.00% | 00.0% | Unchanged |
| Credit Suisse AG | 45 | $2.00K | 0.00% | +37+462.5% | Added |
| Wipfli Financial Advisors LLC, | 174 | $9.00K | 0.00% | +174 | New |
| Quadrant Capital Group LLC | 264 | $13.0K | 0.00% | +181+218.1% | Added |
| Citigroup Inc | 285 | $15.0K | 0.00% | −499−63.6% | Reduced |
| Metropolitan Life Insurance Co | 488 | $24.9K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 540 | $28.0K | 0.00% | −553−50.6% | Reduced |
| Copeland Capital Management, LLC | 578 | $29.0K | 0.00% | −137−19.2% | Reduced |
| Ameritas Investment Partners, Inc. | 690 | $35.0K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 771 | $39.0K | 0.00% | +95+14.1% | Added |
| The PNC Financial Services Group, Inc. | 1,000 | $51.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 990 | $51.0K | 0.00% | 00.0% | Unchanged |
| LSV Asset Management | 1,300 | $66.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 1,364 | $70.0K | 0.00% | 00.0% | Unchanged |
| Denali Advisors LLC | 1,600 | $82.0K | 0.04% | +300+23.1% | Added |
| Dark Forest Capital Management LP | 1,871 | $95.0K | 0.02% | +1,871 | New |
| Federated Hermes, Inc. | 2,207 | $113.0K | 0.00% | −8−0.4% | Reduced |
| SG Americas Securities, LLC | 2,339 | $119.0K | 0.00% | −1,391−37.3% | Reduced |
| BNP Paribas Arbitrage, SA | 2,369 | $120.9K | 0.00% | +218+10.1% | Added |
| Bank of America Corp | 2,761 | $141.0K | 0.00% | +117+4.4% | Added |
| California State Teachers Retirement System | 3,104 | $158.0K | 0.00% | −297−8.7% | Reduced |
| Deutsche Bank AG | 3,136 | $160.0K | 0.00% | −537−14.6% | Reduced |
| STRS Ohio | 3,500 | $178.0K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 3,733 | $190.0K | 0.00% | +10+0.3% | Added |
| JPMorgan Chase & Co | 4,287 | $219.0K | 0.00% | −3,146−42.3% | Reduced |
| MetLife Investment Management | 4,804 | $245.1K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 5,071 | $259.0K | 0.00% | +1,071+26.8% | Added |
| Alliancebernstein L.P. | 5,300 | $270.0K | 0.00% | +400+8.2% | Added |
| Janney Montgomery Scott LLC | 5,317 | $271.0K | 0.00% | +5,317 | New |
| Simmons Bank | 5,540 | $283.0K | 0.03% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 5,881 | $300.0K | 0.01% | +5,881 | New |
| HSBC Holdings PLC | 6,260 | $323.0K | 0.00% | +358+6.1% | Added |
| Panagora Asset Management Inc | 6,445 | $329.0K | 0.00% | −6,933−51.8% | Reduced |
| New York State Common Retirement Fund | 6,571 | $335.0K | 0.00% | +21+0.3% | Added |
| Royal Bank of Canada | 6,995 | $357.0K | 0.00% | +550+8.5% | Added |
| Ameriprise Financial Inc | 7,382 | $377.0K | 0.00% | +7,382 | New |
| Globeflex Capital L P | 7,948 | $406.0K | 0.07% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 8,858 | $452.0K | 0.00% | −16,120−64.5% | Reduced |
| Umb Bank N A | 9,000 | $459.0K | 0.01% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 9,798 | $500.0K | 0.37% | 00.0% | Unchanged |
| Barclays PLC | 10,821 | $552.0K | 0.00% | −66−0.6% | Reduced |
| Summit Global Investments | 11,000 | $561.0K | 0.05% | 00.0% | Unchanged |
| Citadel Advisors LLC | 11,808 | $602.0K | 0.00% | +6,955+143.3% | Added |
| Goldman Sachs Group Inc | 12,116 | $618.0K | 0.00% | −23,454−65.9% | Reduced |
| Morgan Stanley | 12,118 | $619.0K | 0.00% | −4,664−27.8% | Reduced |
| Rhumbline Advisers | 12,187 | $622.0K | 0.00% | +655+5.7% | Added |
| ACR Alpine Capital Research, LLC | 15,180 | $775.0K | 0.04% | +59+0.4% | Added |
| Smith, Moore & Co. | 15,262 | $779.0K | 0.12% | −102−0.7% | Reduced |
| Russell Investments Group, Ltd. | 17,233 | $879.0K | 0.00% | −11,384−39.8% | Reduced |
| Independent Advisor Alliance | 17,855 | $911.0K | 0.05% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 20,545 | $1.05M | 0.00% | −386−1.8% | Reduced |
| Victory Capital Management Inc | 21,457 | $1.09M | 0.00% | +1,457+7.3% | Added |
| River Oaks Capital LLC | 21,800 | $1.11M | 1.21% | −300−1.4% | Reduced |
| Martingale Asset Management L P | 22,769 | $1.16M | 0.02% | −2,251−9.0% | Reduced |
| First Trust Advisors LP | 23,679 | $1.21M | 0.00% | +23,679 | New |
| Bridgeway Capital Management, LLC | 25,300 | $1.29M | 0.03% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 27,091 | $1.38M | 0.00% | −739−2.7% | Reduced |
| Invesco Ltd. | 36,509 | $1.86M | 0.00% | +22,903+168.3% | Added |
| Acadian Asset Management LLC | 40,345 | $2.06M | 0.01% | 00.0% | Unchanged |
| American Century Companies Inc | 44,040 | $2.25M | 0.00% | +4,567+11.6% | Added |
| Hotchkis & Wiley Capital Management LLC | 45,350 | $2.31M | 0.01% | +45,350 | New |
| Bank of New York Mellon Corp | 54,645 | $2.79M | 0.00% | +2,725+5.2% | Added |
| Franklin Resources Inc | 77,051 | $3.93M | 0.00% | +40.0% | Added |
| Siena Capital Partners GP, LLC | 79,314 | $4.05M | 1.37% | 00.0% | Unchanged |
| Northern Trust Corp | 81,004 | $4.13M | 0.00% | −2,381−2.9% | Reduced |
| Mercer Global Advisors Inc | 90,588 | $4.62M | 0.03% | +90,588 | New |
| Renaissance Technologies LLC | 95,134 | $4.86M | 0.01% | −33,400−26.0% | Reduced |
| Geode Capital Management, LLC | 140,615 | $7.17M | 0.00% | −3,908−2.7% | Reduced |
| State Street Corp | 155,663 | $7.94M | 0.00% | +2,861+1.9% | Added |
| Missouri Trust & Investment Co | 216,733 | $11.1M | 7.24% | 00.0% | Unchanged |
| Raffles Associates LP | 232,292 | $11.9M | 12.64% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 271,383 | $13.8M | 0.01% | +12,552+4.8% | Added |
| Epoch Investment Partners, Inc. | 279,745 | $14.3M | 0.09% | −4,176−1.5% | Reduced |
| Manufacturers Life Insurance Company, The | 339,180 | $17.3M | 0.01% | −14,632−4.1% | Reduced |
| FJ Capital Management LLC | 346,000 | $17.6M | 2.13% | 00.0% | Unchanged |
| Vanguard Group Inc | 415,519 | $21.2M | 0.00% | +4,911+1.2% | Added |
| BlackRock Inc. | 599,160 | $30.6M | 0.00% | −45,134−7.0% | Reduced |
| FMR LLC | 679,551 | $34.7M | 0.00% | +128,891+23.4% | Added |
| Royce & Associates LP | 0 | $0 | 0.00% | −57,683−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −13,677−100.0% | Sold out |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −6,167−100.0% | Sold out |
| Principal Financial Group Inc | 0 | $0 | 0.00% | −4,659−100.0% | Sold out |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −1,300−100.0% | Sold out |
| New York State Teachers Retirement System | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −590−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| UBS Group AG | 0 | $0 | 0.00% | −141−100.0% | Sold out |
| HYA Advisors, Inc | – | – | – | – | Not filed |