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 2023
Institutional positions in Southern Missouri Bancorp, Inc. as of Mar 31, 2023. 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
- 90
- +10 vs. Q4 2022
- Shares held
- 5.38M
- +647.0K (+13.7%) vs. Q4 2022
- Total value
- $201.4M
- −$15.7M (−7.2%) vs. Q4 2022
- New holders
- 14
- 39 more added
- Sold out
- 4
- 24 more reduced
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Southern Missouri Bancorp, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FJ Capital Management LLC | 782,403 | $29.3M | 3.62% | +357,093+84.0% | Added |
| BlackRock Inc. | 590,685 | $22.1M | 0.00% | −3,648−0.6% | Reduced |
| FMR LLC | 542,076 | $20.3M | 0.00% | +2,913+0.5% | Added |
| Vanguard Group Inc | 540,111 | $20.2M | 0.00% | +99,962+22.7% | Added |
| Manufacturers Life Insurance Company, The | 320,918 | $12.0M | 0.01% | −7,086−2.2% | Reduced |
| Dimensional Fund Advisors LP | 292,434 | $10.9M | 0.00% | +15,632+5.6% | Added |
| Epoch Investment Partners, Inc. | 267,375 | $10.0M | 0.06% | +379+0.1% | Added |
| Raffles Associates LP | 235,206 | $8.80M | 11.98% | +2,914+1.3% | Added |
| Missouri Trust & Investment Co | 217,733 | $8.15M | 5.26% | +1,000+0.5% | Added |
| State Street Corp | 178,632 | $6.68M | 0.00% | +10,458+6.2% | Added |
| Geode Capital Management, LLC | 173,481 | $6.49M | 0.00% | +21,192+13.9% | Added |
| Renaissance Technologies LLC | 113,934 | $4.26M | 0.01% | +5,300+4.9% | Added |
| Northern Trust Corp | 92,042 | $3.44M | 0.00% | +9,955+12.1% | Added |
| Siena Capital Partners GP, LLC | 79,314 | $2.97M | 1.07% | 00.0% | Unchanged |
| Franklin Resources Inc | 77,080 | $2.88M | 0.00% | +130.0% | Added |
| American Century Companies Inc | 65,340 | $2.42M | 0.00% | +9,568+17.2% | Added |
| Hotchkis & Wiley Capital Management LLC | 53,650 | $2.01M | 0.01% | +5,600+11.7% | Added |
| Bank of New York Mellon Corp | 49,628 | $1.86M | 0.00% | −1,110−2.2% | Reduced |
| Millennium Management LLC | 40,464 | $1.51M | 0.00% | +40,464 | New |
| Two Sigma Advisers, LP | 33,400 | $1.25M | 0.00% | +33,400 | New |
| First Trust Advisors LP | 30,633 | $1.15M | 0.00% | +4,263+16.2% | Added |
| Russell Investments Group, Ltd. | 30,033 | $1.12M | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 29,603 | $1.11M | 0.00% | +29,603 | New |
| Two Sigma Investments, LP | 28,887 | $1.08M | 0.00% | +28,887 | New |
| Acadian Asset Management LLC | 27,421 | $1.02M | 0.00% | −7,958−22.5% | Reduced |
| Victory Capital Management Inc | 26,500 | $991.4K | 0.00% | +3,000+12.8% | Added |
| Bridgeway Capital Management, LLC | 24,600 | $920.3K | 0.02% | −700−2.8% | Reduced |
| Quadrature Capital Ltd | 22,078 | $825.7K | 0.02% | +22,078 | New |
| Charles Schwab Investment Management Inc | 21,455 | $802.6K | 0.00% | +624+3.0% | Added |
| ACR Alpine Capital Research, LLC | 21,213 | $793.6K | 0.03% | +6,166+41.0% | Added |
| River Oaks Capital LLC | 19,767 | $739.5K | 1.04% | 00.0% | Unchanged |
| Independent Advisor Alliance | 17,855 | $668.0K | 0.03% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 17,080 | $639.0K | 0.00% | −6,580−27.8% | Reduced |
| Swiss National Bank | 16,853 | $630.5K | 0.00% | −2,100−11.1% | Reduced |
| Smith, Moore & Co. | 15,786 | $590.5K | 0.08% | +453+3.0% | Added |
| Goldman Sachs Group Inc | 15,393 | $575.9K | 0.00% | +1,034+7.2% | Added |
| Ameriprise Financial Inc | 13,912 | $520.4K | 0.00% | +6,530+88.5% | Added |
| Martingale Asset Management L P | 12,877 | $481.7K | 0.01% | +2,400+22.9% | Added |
| Barclays PLC | 12,782 | $478.2K | 0.00% | +1,430+12.6% | Added |
| Rhumbline Advisers | 12,464 | $466.0K | 0.00% | +270+2.2% | Added |
| New York Life Investment Management LLC | 12,432 | $465.1K | 0.01% | +12,432 | New |
| Cornercap Investment Counsel Inc | 11,704 | $437.8K | 0.08% | +11,704 | New |
| Invesco Ltd. | 11,580 | $433.2K | 0.00% | −5,884−33.7% | Reduced |
| Welch & Forbes LLC | 9,991 | $373.8K | 0.01% | +9,991 | New |
| California State Teachers Retirement System | 9,756 | $365.0K | 0.00% | −195−2.0% | Reduced |
| Umb Bank N A | 9,000 | $336.7K | 0.01% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 8,798 | $329.1K | 0.22% | −1,000−10.2% | Reduced |
| Summit Global Investments | 8,600 | $322.0K | 0.02% | −5,300−38.1% | Reduced |
| Los Angeles Capital Management LLC | 8,488 | $317.5K | 0.00% | −160−1.9% | Reduced |
| Janus Henderson Group PLC | 8,391 | $313.5K | 0.00% | +8,391 | New |
| Susquehanna International Group, LLP | 8,345 | $312.2K | 0.00% | +8,345 | New |
| Bank of America Corp | 8,316 | $311.1K | 0.00% | −3,262−28.2% | Reduced |
| Royal Bank of Canada | 7,563 | $283.0K | 0.00% | −494−6.1% | Reduced |
| Morgan Stanley | 7,352 | $275.0K | 0.00% | +4,405+149.5% | Added |
| Janney Montgomery Scott LLC | 6,718 | $251.0K | 0.00% | +1,027+18.0% | Added |
| Credit Suisse AG | 6,424 | $240.3K | 0.00% | +703+12.3% | Added |
| JPMorgan Chase & Co | 6,088 | $227.0K | 0.00% | −270−4.2% | Reduced |
| Alliancebernstein L.P. | 5,900 | $220.7K | 0.00% | +300+5.4% | Added |
| Triune Financial Partners, LLC | 5,798 | $216.9K | 0.10% | +5,798 | New |
| Simmons Bank | 5,540 | $207.3K | 0.02% | 00.0% | Unchanged |
| Deutsche Bank AG | 4,817 | $180.2K | 0.00% | +1,629+51.1% | Added |
| MetLife Investment Management | 4,332 | $162.1K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 4,170 | $156.0K | 0.00% | −2,396−36.5% | Reduced |
| US Bancorp | 4,000 | $149.6K | 0.00% | −21−0.5% | Reduced |
| BNP Paribas Arbitrage, SA | 3,920 | $146.6K | 0.00% | +3,389+638.2% | Added |
| American International Group, Inc. | 3,718 | $139.1K | 0.00% | −2−0.1% | Reduced |
| STRS Ohio | 3,500 | $130.0K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 3,333 | $124.7K | 0.00% | +522+18.6% | Added |
| UBS Group AG | 3,300 | $123.5K | 0.00% | +297+9.9% | Added |
| Federated Hermes, Inc. | 3,195 | $119.5K | 0.00% | +991+45.0% | Added |
| SG Americas Securities, LLC | 2,900 | $108.0K | 0.00% | +41+1.4% | Added |
| Great West Life Assurance Co | 1,723 | $64.0K | 0.00% | +1,380+402.3% | Added |
| Wells Fargo & Company | 1,381 | $51.7K | 0.00% | +1,381 | New |
| LSV Asset Management | 1,300 | $49.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 1,112 | $42.0K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 1,100 | $41.0K | 0.00% | −2,569−70.0% | Reduced |
| The PNC Financial Services Group, Inc. | 1,000 | $37.4K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 791 | $30.0K | 0.00% | −199−20.1% | Reduced |
| Ameritas Investment Partners, Inc. | 690 | $25.8K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 638 | $24.0K | 0.00% | +51+8.7% | Added |
| Central Trust Co | 632 | $23.6K | 0.00% | +632 | New |
| Metropolitan Life Insurance Co | 488 | $18.3K | 0.00% | 00.0% | Unchanged |
| Dorsey Wright & Associates | 391 | $14.6K | 0.00% | −42−9.7% | Reduced |
| Quadrant Capital Group LLC | 386 | $14.4K | 0.00% | −250−39.3% | Reduced |
| Tower Research Capital LLC (TRC) | 349 | $13.0K | 0.00% | +14+4.2% | Added |
| Signaturefd, LLC | 290 | $10.8K | 0.00% | +271+1,426.3% | Added |
| Citigroup Inc | 198 | $7.41K | 0.00% | −296−59.9% | Reduced |
| Quantbot Technologies LP | 171 | $6.40K | 0.00% | +171 | New |
| Lindbrook Capital, LLC | 10 | $374 | 0.00% | −105−91.3% | Reduced |
| Covestor Ltd | 8 | $0 | 0.00% | +2+33.3% | Added |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −90,938−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −5,196−100.0% | Sold out |
| Denali Advisors LLC | 0 | $0 | 0.00% | −1,600−100.0% | Sold out |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −45−100.0% | Sold out |