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