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, Q2 2023
Institutional positions in Southern Missouri Bancorp, Inc. as of Jun 30, 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
- 84
- −6 vs. Q1 2023
- Shares held
- 5.66M
- +277.1K (+5.1%) vs. Q1 2023
- Total value
- $217.7M
- +$16.3M (+8.1%) vs. Q1 2023
- New holders
- 9
- 35 more added
- Sold out
- 15
- 30 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Southern Missouri Bancorp, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 791,316 | $30.4M | 0.00% | +249,240+46.0% | Added |
| FJ Capital Management LLC | 738,371 | $28.4M | 3.62% | −44,032−5.6% | Reduced |
| BlackRock Inc. | 635,215 | $24.4M | 0.00% | +44,530+7.5% | Added |
| Vanguard Group Inc | 541,729 | $20.8M | 0.00% | +1,618+0.3% | Added |
| Manufacturers Life Insurance Company, The | 313,823 | $12.1M | 0.01% | −7,095−2.2% | Reduced |
| Dimensional Fund Advisors LP | 293,243 | $11.3M | 0.00% | +809+0.3% | Added |
| Epoch Investment Partners, Inc. | 256,382 | $9.86M | 0.06% | −10,993−4.1% | Reduced |
| Raffles Associates LP | 232,292 | $8.93M | 12.00% | −2,914−1.2% | Reduced |
| Missouri Trust & Investment Co | 217,742 | $8.37M | 4.72% | +90.0% | Added |
| State Street Corp | 198,567 | $7.63M | 0.00% | +19,935+11.2% | Added |
| Geode Capital Management, LLC | 184,183 | $7.08M | 0.00% | +10,702+6.2% | Added |
| Northern Trust Corp | 95,161 | $3.66M | 0.00% | +3,119+3.4% | Added |
| Mercer Global Advisors Inc | 91,847 | $3.53M | 0.01% | +91,847 | New |
| Renaissance Technologies LLC | 90,134 | $3.47M | 0.00% | −23,800−20.9% | Reduced |
| Siena Capital Partners GP, LLC | 79,314 | $3.05M | 1.08% | 00.0% | Unchanged |
| Franklin Resources Inc | 70,078 | $2.69M | 0.00% | −7,002−9.1% | Reduced |
| American Century Companies Inc | 69,780 | $2.68M | 0.00% | +4,440+6.8% | Added |
| Hotchkis & Wiley Capital Management LLC | 66,780 | $2.57M | 0.01% | +13,130+24.5% | Added |
| Bank of New York Mellon Corp | 50,770 | $1.95M | 0.00% | +1,142+2.3% | Added |
| Russell Investments Group, Ltd. | 43,823 | $1.68M | 0.00% | +13,790+45.9% | Added |
| ACR Alpine Capital Research, LLC | 40,724 | $1.57M | 0.06% | +19,511+92.0% | Added |
| First Trust Advisors LP | 29,750 | $1.14M | 0.00% | −883−2.9% | Reduced |
| BTC Capital Management, Inc. | 28,175 | $1.08M | 0.12% | +28,175 | New |
| Nuveen Asset Management, LLC | 26,780 | $1.03M | 0.00% | +9,700+56.8% | Added |
| Bridgeway Capital Management, LLC | 25,026 | $962.3K | 0.02% | +426+1.7% | Added |
| Charles Schwab Investment Management Inc | 23,654 | $909.5K | 0.00% | +2,199+10.2% | Added |
| Victory Capital Management Inc | 22,100 | $849.7K | 0.00% | −4,400−16.6% | Reduced |
| Goldman Sachs Group Inc | 21,241 | $816.7K | 0.00% | +5,848+38.0% | Added |
| Swiss National Bank | 20,953 | $805.6K | 0.00% | +4,100+24.3% | Added |
| Acadian Asset Management LLC | 18,640 | $715.0K | 0.00% | −8,781−32.0% | Reduced |
| Independent Advisor Alliance | 17,855 | $686.5K | 0.03% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 17,800 | $684.4K | 0.00% | −15,600−46.7% | Reduced |
| Smith, Moore & Co. | 15,537 | $597.4K | 0.08% | −249−1.6% | Reduced |
| Empowered Funds, LLC | 14,026 | $539.3K | 0.02% | +14,026 | New |
| EA Series Trust | 14,026 | $539.3K | 0.02% | +14,026 | New |
| Rhumbline Advisers | 12,823 | $493.0K | 0.00% | +359+2.9% | Added |
| Barclays PLC | 12,325 | $473.9K | 0.00% | −457−3.6% | Reduced |
| Morgan Stanley | 11,904 | $457.7K | 0.00% | +4,552+61.9% | Added |
| River Oaks Capital LLC | 11,500 | $442.2K | 0.67% | −8,267−41.8% | Reduced |
| California State Teachers Retirement System | 11,307 | $434.8K | 0.00% | +1,551+15.9% | Added |
| New York Life Investment Management LLC | 11,024 | $423.9K | 0.00% | −1,408−11.3% | Reduced |
| Ameriprise Financial Inc | 10,500 | $403.7K | 0.00% | −3,412−24.5% | Reduced |
| Umb Bank N A | 10,494 | $403.5K | 0.01% | +1,494+16.6% | Added |
| Invesco Ltd. | 9,809 | $377.2K | 0.00% | −1,771−15.3% | Reduced |
| Martingale Asset Management L P | 9,277 | $356.7K | 0.01% | −3,600−28.0% | Reduced |
| Welch & Forbes LLC | 8,892 | $341.9K | 0.01% | −1,099−11.0% | Reduced |
| Credit Suisse AG | 8,342 | $320.8K | 0.00% | +1,918+29.9% | Added |
| Royal Bank of Canada | 7,795 | $299.0K | 0.00% | +232+3.1% | Added |
| Janus Henderson Group PLC | 7,626 | $292.8K | 0.00% | −765−9.1% | Reduced |
| Stifel Financial Corp | 7,603 | $292.3K | 0.00% | −22,000−74.3% | Reduced |
| Los Angeles Capital Management LLC | 7,483 | $287.7K | 0.00% | −1,005−11.8% | Reduced |
| AQR Capital Management LLC | 7,466 | $287.1K | 0.00% | +7,466 | New |
| Janney Montgomery Scott LLC | 7,379 | $284.0K | 0.00% | +661+9.8% | Added |
| Alliancebernstein L.P. | 7,340 | $282.2K | 0.00% | +1,440+24.4% | Added |
| Arete Wealth Advisors, LLC | 6,750 | $260.0K | 0.02% | +6,750 | New |
| JPMorgan Chase & Co | 6,695 | $257.4K | 0.00% | +607+10.0% | Added |
| UBS Group AG | 6,109 | $234.9K | 0.00% | +2,809+85.1% | Added |
| Legal & General Group Plc | 5,867 | $225.6K | 0.00% | +2,534+76.0% | Added |
| Bank of America Corp | 5,834 | $224.3K | 0.00% | −2,482−29.8% | Reduced |
| Triune Financial Partners, LLC | 5,798 | $222.9K | 0.09% | 00.0% | Unchanged |
| Simmons Bank | 5,540 | $213.0K | 0.02% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 5,298 | $203.7K | 0.13% | −3,500−39.8% | Reduced |
| MetLife Investment Management | 4,698 | $180.6K | 0.00% | +366+8.4% | Added |
| New York State Common Retirement Fund | 4,161 | $160.0K | 0.00% | −9−0.2% | Reduced |
| American International Group, Inc. | 4,129 | $158.8K | 0.00% | +411+11.1% | Added |
| Wells Fargo & Company | 3,276 | $126.0K | 0.00% | +1,895+137.2% | Added |
| Deutsche Bank AG | 3,198 | $123.0K | 0.00% | −1,619−33.6% | Reduced |
| Citigroup Inc | 2,803 | $107.8K | 0.00% | +2,605+1,315.7% | Added |
| BNP Paribas Arbitrage, SA | 2,299 | $88.4K | 0.00% | −1,621−41.4% | Reduced |
| Federated Hermes, Inc. | 2,194 | $84.4K | 0.00% | −1,001−31.3% | Reduced |
| Great West Life Assurance Co | 1,723 | $66.0K | 0.00% | 00.0% | Unchanged |
| LSV Asset Management | 1,300 | $50.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,018 | $39.1K | 0.00% | +18+1.8% | Added |
| Amalgamated Bank | 791 | $30.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 690 | $26.5K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 632 | $24.3K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 600 | $23.1K | 0.00% | +600 | New |
| Tower Research Capital LLC (TRC) | 595 | $22.9K | 0.00% | +246+70.5% | Added |
| Copeland Capital Management, LLC | 513 | $19.7K | 0.00% | −125−19.6% | Reduced |
| Metropolitan Life Insurance Co | 488 | $18.8K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 22 | $845 | 0.00% | +22 | New |
| Nisa Investment Advisors, LLC | 15 | $577 | 0.00% | +15 | New |
| Lindbrook Capital, LLC | 8 | $308 | 0.00% | −2−20.0% | Reduced |
| Covestor Ltd | 7 | $0 | 0.00% | −1−12.5% | Reduced |
| Millennium Management LLC | 0 | $0 | 0.00% | −40,464−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −28,887−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −22,078−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −11,704−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −8,600−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −8,345−100.0% | Sold out |
| US Bancorp | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −3,500−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −2,900−100.0% | Sold out |
| Public Employees Retirement System of Ohio | 0 | $0 | 0.00% | −1,112−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −1,100−100.0% | Sold out |
| Dorsey Wright & Associates | 0 | $0 | 0.00% | −391−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −386−100.0% | Sold out |
| Signaturefd, LLC | 0 | $0 | 0.00% | −290−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −171−100.0% | Sold out |