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