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 2022
Institutional positions in Southern Missouri Bancorp, Inc. as of Dec 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
- 80
- −1 vs. Q3 2022
- Shares held
- 4.74M
- −21.9K (−0.5%) vs. Q3 2022
- Total value
- $217.1M
- −$25.7M (−10.6%) vs. Q3 2022
- New holders
- 5
- 34 more added
- Sold out
- 6
- 24 more reduced
1 institution that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Southern Missouri Bancorp, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 6 | $0 | 0.00% | −1−14.3% | Reduced |
| Signaturefd, LLC | 19 | $871 | 0.00% | −14−42.4% | Reduced |
| Parallel Advisors, LLC | 45 | $2.06K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 115 | $5.27K | 0.00% | +70+155.6% | Added |
| Tower Research Capital LLC (TRC) | 335 | $16.0K | 0.00% | −205−38.0% | Reduced |
| Great West Life Assurance Co | 343 | $16.0K | 0.00% | +343 | New |
| Dorsey Wright & Associates | 433 | $19.8K | 0.01% | +433 | New |
| Metropolitan Life Insurance Co | 488 | $22.4K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 494 | $22.6K | 0.00% | +209+73.3% | Added |
| BNP Paribas Arbitrage, SA | 531 | $24.3K | 0.00% | −1,838−77.6% | Reduced |
| Copeland Capital Management, LLC | 587 | $27.0K | 0.00% | +9+1.6% | Added |
| Quadrant Capital Group LLC | 636 | $29.1K | 0.00% | +372+140.9% | Added |
| Ameritas Investment Partners, Inc. | 690 | $32.5K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 990 | $45.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,000 | $45.8K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 1,112 | $51.0K | 0.00% | −252−18.5% | Reduced |
| LSV Asset Management | 1,300 | $60.0K | 0.00% | 00.0% | Unchanged |
| Denali Advisors LLC | 1,600 | $73.3K | 0.03% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 2,204 | $101.0K | 0.00% | −3−0.1% | Reduced |
| Legal & General Group Plc | 2,811 | $128.8K | 0.00% | +2,040+264.6% | Added |
| SG Americas Securities, LLC | 2,859 | $131.0K | 0.00% | +520+22.2% | Added |
| Morgan Stanley | 2,947 | $135.1K | 0.00% | −9,171−75.7% | Reduced |
| UBS Group AG | 3,003 | $137.6K | 0.00% | +3,003 | New |
| Deutsche Bank AG | 3,188 | $146.1K | 0.00% | +52+1.7% | Added |
| STRS Ohio | 3,500 | $160.0K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 3,669 | $168.0K | 0.01% | +3,669 | New |
| American International Group, Inc. | 3,720 | $170.5K | 0.00% | −13−0.3% | Reduced |
| US Bancorp | 4,021 | $184.3K | 0.00% | −1,050−20.7% | Reduced |
| MetLife Investment Management | 4,332 | $198.5K | 0.00% | −472−9.8% | Reduced |
| Panagora Asset Management Inc | 5,196 | $238.1K | 0.00% | −1,249−19.4% | Reduced |
| Simmons Bank | 5,540 | $253.9K | 0.02% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 5,600 | $256.6K | 0.00% | +300+5.7% | Added |
| Janney Montgomery Scott LLC | 5,691 | $261.0K | 0.00% | +374+7.0% | Added |
| Credit Suisse AG | 5,721 | $262.2K | 0.00% | +5,676+12,613.3% | Added |
| JPMorgan Chase & Co | 6,358 | $292.0K | 0.00% | +2,071+48.3% | Added |
| New York State Common Retirement Fund | 6,566 | $300.9K | 0.00% | −5−0.1% | Reduced |
| Ameriprise Financial Inc | 7,382 | $338.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 8,057 | $369.0K | 0.00% | +1,062+15.2% | Added |
| Los Angeles Capital Management LLC | 8,648 | $396.3K | 0.00% | −210−2.4% | Reduced |
| Umb Bank N A | 9,000 | $412.0K | 0.01% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 9,798 | $449.0K | 0.31% | 00.0% | Unchanged |
| California State Teachers Retirement System | 9,951 | $456.1K | 0.00% | +6,847+220.6% | Added |
| Martingale Asset Management L P | 10,477 | $480.2K | 0.01% | −12,292−54.0% | Reduced |
| Barclays PLC | 11,352 | $520.3K | 0.00% | +531+4.9% | Added |
| Bank of America Corp | 11,578 | $530.6K | 0.00% | +8,817+319.3% | Added |
| Rhumbline Advisers | 12,194 | $559.0K | 0.00% | +7+0.1% | Added |
| Summit Global Investments | 13,900 | $637.0K | 0.05% | +2,900+26.4% | Added |
| Goldman Sachs Group Inc | 14,359 | $658.1K | 0.00% | +2,243+18.5% | Added |
| ACR Alpine Capital Research, LLC | 15,047 | $689.6K | 0.03% | −133−0.9% | Reduced |
| Smith, Moore & Co. | 15,333 | $702.7K | 0.10% | +71+0.5% | Added |
| Invesco Ltd. | 17,464 | $800.4K | 0.00% | −19,045−52.2% | Reduced |
| Independent Advisor Alliance | 17,855 | $818.0K | 0.10% | 00.0% | Unchanged |
| Swiss National Bank | 18,953 | $868.6K | 0.00% | +18,953 | New |
| River Oaks Capital LLC | 19,767 | $906.0K | 1.03% | −2,033−9.3% | Reduced |
| Charles Schwab Investment Management Inc | 20,831 | $954.7K | 0.00% | +286+1.4% | Added |
| Victory Capital Management Inc | 23,500 | $1.08M | 0.00% | +2,043+9.5% | Added |
| Nuveen Asset Management, LLC | 23,660 | $1.08M | 0.00% | −3,431−12.7% | Reduced |
| Bridgeway Capital Management, LLC | 25,300 | $1.16M | 0.03% | 00.0% | Unchanged |
| First Trust Advisors LP | 26,370 | $1.21M | 0.00% | +2,691+11.4% | Added |
| Russell Investments Group, Ltd. | 30,033 | $1.38M | 0.00% | +12,800+74.3% | Added |
| Acadian Asset Management LLC | 35,379 | $1.62M | 0.01% | −4,966−12.3% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 48,050 | $2.20M | 0.01% | +2,700+6.0% | Added |
| Bank of New York Mellon Corp | 50,738 | $2.33M | 0.00% | −3,907−7.1% | Reduced |
| American Century Companies Inc | 55,772 | $2.56M | 0.00% | +11,732+26.6% | Added |
| Franklin Resources Inc | 77,067 | $3.53M | 0.00% | +160.0% | Added |
| Siena Capital Partners GP, LLC | 79,314 | $3.63M | 1.25% | 00.0% | Unchanged |
| Northern Trust Corp | 82,087 | $3.76M | 0.00% | +1,083+1.3% | Added |
| Mercer Global Advisors Inc | 90,938 | $4.17M | 0.02% | +350+0.4% | Added |
| Renaissance Technologies LLC | 108,634 | $4.98M | 0.01% | +13,500+14.2% | Added |
| Geode Capital Management, LLC | 152,289 | $6.98M | 0.00% | +11,674+8.3% | Added |
| State Street Corp | 168,174 | $7.71M | 0.00% | +12,511+8.0% | Added |
| Missouri Trust & Investment Co | 216,733 | $9.93M | 5.96% | 00.0% | Unchanged |
| Raffles Associates LP | 232,292 | $10.6M | 12.46% | 00.0% | Unchanged |
| Epoch Investment Partners, Inc. | 266,996 | $12.2M | 0.07% | −12,749−4.6% | Reduced |
| Dimensional Fund Advisors LP | 276,802 | $12.7M | 0.00% | +5,419+2.0% | Added |
| Manufacturers Life Insurance Company, The | 328,004 | $15.0M | 0.01% | −11,176−3.3% | Reduced |
| FJ Capital Management LLC | 425,310 | $19.5M | 2.34% | +79,310+22.9% | Added |
| Vanguard Group Inc | 440,149 | $20.2M | 0.00% | +24,630+5.9% | Added |
| FMR LLC | 539,163 | $24.7M | 0.00% | −140,388−20.7% | Reduced |
| BlackRock Inc. | 594,333 | $27.2M | 0.00% | −4,827−0.8% | Reduced |
| Wells Fargo & Company | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −11,808−100.0% | Sold out |
| Globeflex Capital L P | 0 | $0 | 0.00% | −7,948−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −6,260−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −5,881−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −1,871−100.0% | Sold out |
| Wipfli Financial Advisors LLC, | – | – | – | – | Not filed |