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, Q3 2023
Institutional positions in Southern Missouri Bancorp, Inc. as of Sep 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
- 80
- −3 vs. Q2 2023
- Shares held
- 5.58M
- −71.2K (−1.3%) vs. Q2 2023
- Total value
- $215.7M
- −$1.41M (−0.7%) vs. Q2 2023
- New holders
- 5
- 23 more added
- Sold out
- 8
- 32 more reduced
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Southern Missouri Bancorp, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 807,087 | $31.2M | 0.00% | +15,771+2.0% | Added |
| FJ Capital Management LLC | 738,371 | $28.6M | 3.23% | 00.0% | Unchanged |
| BlackRock Inc. | 620,412 | $24.0M | 0.00% | −14,803−2.3% | Reduced |
| Vanguard Group Inc | 552,438 | $21.4M | 0.00% | +10,709+2.0% | Added |
| Dimensional Fund Advisors LP | 305,770 | $11.8M | 0.00% | +12,527+4.3% | Added |
| Manufacturers Life Insurance Company, The | 303,321 | $11.7M | 0.01% | −10,502−3.3% | Reduced |
| Epoch Investment Partners, Inc. | 260,125 | $10.1M | 0.06% | +3,743+1.5% | Added |
| Raffles Associates LP | 232,292 | $8.99M | 11.91% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 217,742 | $8.42M | 3.79% | 00.0% | Unchanged |
| State Street Corp | 201,239 | $7.79M | 0.00% | +2,672+1.3% | Added |
| Geode Capital Management, LLC | 191,643 | $7.42M | 0.00% | +7,460+4.1% | Added |
| Northern Trust Corp | 98,840 | $3.82M | 0.00% | +3,679+3.9% | Added |
| Mercer Global Advisors Inc | 92,279 | $3.57M | 0.01% | +432+0.5% | Added |
| Renaissance Technologies LLC | 85,734 | $3.32M | 0.01% | −4,400−4.9% | Reduced |
| Siena Capital Partners GP, LLC | 79,314 | $3.05M | 1.10% | 00.0% | Unchanged |
| American Century Companies Inc | 77,231 | $2.99M | 0.00% | +7,451+10.7% | Added |
| Franklin Resources Inc | 70,177 | $2.72M | 0.00% | +99+0.1% | Added |
| Bank of New York Mellon Corp | 51,200 | $1.98M | 0.00% | +430+0.8% | Added |
| Russell Investments Group, Ltd. | 41,016 | $1.59M | 0.00% | −2,807−6.4% | Reduced |
| ACR Alpine Capital Research, LLC | 34,583 | $1.34M | 0.05% | −6,141−15.1% | Reduced |
| First Trust Advisors LP | 29,408 | $1.14M | 0.00% | −342−1.1% | Reduced |
| Bridgeway Capital Management, LLC | 26,132 | $1.01M | 0.02% | +1,106+4.4% | Added |
| BTC Capital Management, Inc. | 25,715 | $994.9K | 0.11% | −2,460−8.7% | Reduced |
| Charles Schwab Investment Management Inc | 23,653 | $915.1K | 0.00% | −10.0% | Reduced |
| Swiss National Bank | 20,953 | $810.7K | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 19,280 | $745.9K | 0.00% | −2,820−12.8% | Reduced |
| Acadian Asset Management LLC | 18,640 | $720.0K | 0.00% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 17,080 | $660.8K | 0.00% | −9,700−36.2% | Reduced |
| Goldman Sachs Group Inc | 16,989 | $657.3K | 0.00% | −4,252−20.0% | Reduced |
| Balboa Wealth Partners | 15,930 | $616.3K | 0.23% | +15,930 | New |
| Empowered Funds, LLC | 15,132 | $585.5K | 0.02% | +1,106+7.9% | Added |
| Smith, Moore & Co. | 14,971 | $579.2K | 0.08% | −566−3.6% | Reduced |
| Morgan Stanley | 14,066 | $544.2K | 0.00% | +2,162+18.2% | Added |
| Rhumbline Advisers | 12,989 | $502.5K | 0.00% | +166+1.3% | Added |
| Barclays PLC | 12,133 | $469.4K | 0.00% | −192−1.6% | Reduced |
| Two Sigma Advisers, LP | 11,900 | $460.4K | 0.00% | −5,900−33.1% | Reduced |
| Independent Advisor Alliance | 11,855 | $458.7K | 0.02% | −6,000−33.6% | Reduced |
| River Oaks Capital LLC | 10,769 | $416.7K | 0.61% | −731−6.4% | Reduced |
| California State Teachers Retirement System | 10,419 | $403.1K | 0.00% | −888−7.9% | Reduced |
| Invesco Ltd. | 9,898 | $383.0K | 0.00% | +89+0.9% | Added |
| Umb Bank N A | 9,747 | $377.1K | 0.01% | −747−7.1% | Reduced |
| New York Life Investment Management LLC | 9,502 | $367.6K | 0.00% | −1,522−13.8% | Reduced |
| Martingale Asset Management L P | 9,277 | $358.9K | 0.01% | 00.0% | Unchanged |
| Millennium Management LLC | 9,045 | $350.0K | 0.00% | +9,045 | New |
| Royal Bank of Canada | 8,341 | $323.0K | 0.00% | +546+7.0% | Added |
| Welch & Forbes LLC | 8,290 | $320.7K | 0.01% | −602−6.8% | Reduced |
| Credit Suisse AG | 7,828 | $302.9K | 0.00% | −514−6.2% | Reduced |
| Stifel Financial Corp | 7,603 | $294.2K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 7,444 | $288.0K | 0.00% | +1,610+27.6% | Added |
| Alliancebernstein L.P. | 7,150 | $276.6K | 0.00% | −190−2.6% | Reduced |
| Arete Wealth Advisors, LLC | 6,750 | $261.2K | 0.05% | 00.0% | Unchanged |
| Legal & General Group Plc | 6,365 | $246.3K | 0.00% | +498+8.5% | Added |
| Los Angeles Capital Management LLC | 5,993 | $231.9K | 0.00% | −1,490−19.9% | Reduced |
| UBS Group AG | 5,978 | $231.3K | 0.00% | −131−2.1% | Reduced |
| JPMorgan Chase & Co | 5,863 | $226.8K | 0.00% | −832−12.4% | Reduced |
| Triune Financial Partners, LLC | 5,798 | $224.3K | 0.09% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 5,723 | $221.5K | 0.00% | −1,903−25.0% | Reduced |
| Simmons Bank | 5,540 | $214.3K | 0.02% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 5,298 | $205.0K | 0.14% | 00.0% | Unchanged |
| MetLife Investment Management | 4,698 | $181.8K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 4,682 | $181.1K | 0.00% | +1,484+46.4% | Added |
| American International Group, Inc. | 4,281 | $165.6K | 0.00% | +152+3.7% | Added |
| New York State Common Retirement Fund | 4,171 | $161.4K | 0.00% | +10+0.2% | Added |
| SG Americas Securities, LLC | 4,073 | $158.0K | 0.00% | +4,073 | New |
| BNP Paribas Arbitrage, SA | 3,767 | $145.7K | 0.00% | +1,468+63.9% | Added |
| Federated Hermes, Inc. | 2,191 | $84.8K | 0.00% | −3−0.1% | Reduced |
| Wells Fargo & Company | 2,129 | $82.4K | 0.00% | −1,147−35.0% | Reduced |
| Great West Life Assurance Co | 1,723 | $67.0K | 0.00% | 00.0% | Unchanged |
| LSV Asset Management | 1,300 | $50.0K | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 1,259 | $48.7K | 0.00% | +1,259 | New |
| The PNC Financial Services Group, Inc. | 1,000 | $38.7K | 0.00% | −18−1.8% | Reduced |
| West Tower Group, LLC | 875 | $33.9K | 0.02% | +875 | New |
| Amalgamated Bank | 791 | $31.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 690 | $26.7K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 600 | $23.2K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 508 | $19.7K | 0.00% | −87−14.6% | Reduced |
| Metropolitan Life Insurance Co | 488 | $18.9K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 96 | $3.71K | 0.00% | −2,707−96.6% | Reduced |
| Nisa Investment Advisors, LLC | 15 | $580 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 3 | $0 | 0.00% | −4−57.1% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 0 | $0 | 0.00% | −66,780−100.0% | Sold out |
| Ameriprise Financial Inc | 0 | $0 | 0.00% | −10,500−100.0% | Sold out |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −7,466−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −7,379−100.0% | Sold out |
| Central Trust Co | 0 | $0 | 0.00% | −632−100.0% | Sold out |
| Copeland Capital Management, LLC | 0 | $0 | 0.00% | −513−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| Lindbrook Capital, LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| EA Series Trust | – | – | – | – | Not filed |