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 |
|---|---|---|---|---|---|
| Covestor Ltd | 3 | $0 | 0.00% | −4−57.1% | Reduced |
| Nisa Investment Advisors, LLC | 15 | $580 | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 96 | $3.71K | 0.00% | −2,707−96.6% | Reduced |
| Metropolitan Life Insurance Co | 488 | $18.9K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 508 | $19.7K | 0.00% | −87−14.6% | Reduced |
| Gradient Investments LLC | 600 | $23.2K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 690 | $26.7K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 791 | $31.0K | 0.00% | 00.0% | Unchanged |
| West Tower Group, LLC | 875 | $33.9K | 0.02% | +875 | New |
| The PNC Financial Services Group, Inc. | 1,000 | $38.7K | 0.00% | −18−1.8% | Reduced |
| Qube Research & Technologies Ltd | 1,259 | $48.7K | 0.00% | +1,259 | New |
| LSV Asset Management | 1,300 | $50.0K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 1,723 | $67.0K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 2,129 | $82.4K | 0.00% | −1,147−35.0% | Reduced |
| Federated Hermes, Inc. | 2,191 | $84.8K | 0.00% | −3−0.1% | Reduced |
| BNP Paribas Arbitrage, SA | 3,767 | $145.7K | 0.00% | +1,468+63.9% | Added |
| SG Americas Securities, LLC | 4,073 | $158.0K | 0.00% | +4,073 | New |
| New York State Common Retirement Fund | 4,171 | $161.4K | 0.00% | +10+0.2% | Added |
| American International Group, Inc. | 4,281 | $165.6K | 0.00% | +152+3.7% | Added |
| Deutsche Bank AG | 4,682 | $181.1K | 0.00% | +1,484+46.4% | Added |
| MetLife Investment Management | 4,698 | $181.8K | 0.00% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 5,298 | $205.0K | 0.14% | 00.0% | Unchanged |
| Simmons Bank | 5,540 | $214.3K | 0.02% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 5,723 | $221.5K | 0.00% | −1,903−25.0% | Reduced |
| Triune Financial Partners, LLC | 5,798 | $224.3K | 0.09% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 5,863 | $226.8K | 0.00% | −832−12.4% | Reduced |
| UBS Group AG | 5,978 | $231.3K | 0.00% | −131−2.1% | Reduced |
| Los Angeles Capital Management LLC | 5,993 | $231.9K | 0.00% | −1,490−19.9% | Reduced |
| Legal & General Group Plc | 6,365 | $246.3K | 0.00% | +498+8.5% | Added |
| Arete Wealth Advisors, LLC | 6,750 | $261.2K | 0.05% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 7,150 | $276.6K | 0.00% | −190−2.6% | Reduced |
| Bank of America Corp | 7,444 | $288.0K | 0.00% | +1,610+27.6% | Added |
| Stifel Financial Corp | 7,603 | $294.2K | 0.00% | 00.0% | Unchanged |
| Credit Suisse AG | 7,828 | $302.9K | 0.00% | −514−6.2% | Reduced |
| Welch & Forbes LLC | 8,290 | $320.7K | 0.01% | −602−6.8% | Reduced |
| Royal Bank of Canada | 8,341 | $323.0K | 0.00% | +546+7.0% | Added |
| Millennium Management LLC | 9,045 | $350.0K | 0.00% | +9,045 | New |
| Martingale Asset Management L P | 9,277 | $358.9K | 0.01% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 9,502 | $367.6K | 0.00% | −1,522−13.8% | Reduced |
| Umb Bank N A | 9,747 | $377.1K | 0.01% | −747−7.1% | Reduced |
| Invesco Ltd. | 9,898 | $383.0K | 0.00% | +89+0.9% | Added |
| California State Teachers Retirement System | 10,419 | $403.1K | 0.00% | −888−7.9% | Reduced |
| River Oaks Capital LLC | 10,769 | $416.7K | 0.61% | −731−6.4% | Reduced |
| Independent Advisor Alliance | 11,855 | $458.7K | 0.02% | −6,000−33.6% | Reduced |
| Two Sigma Advisers, LP | 11,900 | $460.4K | 0.00% | −5,900−33.1% | Reduced |
| Barclays PLC | 12,133 | $469.4K | 0.00% | −192−1.6% | Reduced |
| Rhumbline Advisers | 12,989 | $502.5K | 0.00% | +166+1.3% | Added |
| Morgan Stanley | 14,066 | $544.2K | 0.00% | +2,162+18.2% | Added |
| Smith, Moore & Co. | 14,971 | $579.2K | 0.08% | −566−3.6% | Reduced |
| Empowered Funds, LLC | 15,132 | $585.5K | 0.02% | +1,106+7.9% | Added |
| Balboa Wealth Partners | 15,930 | $616.3K | 0.23% | +15,930 | New |
| Goldman Sachs Group Inc | 16,989 | $657.3K | 0.00% | −4,252−20.0% | Reduced |
| Nuveen Asset Management, LLC | 17,080 | $660.8K | 0.00% | −9,700−36.2% | Reduced |
| Acadian Asset Management LLC | 18,640 | $720.0K | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 19,280 | $745.9K | 0.00% | −2,820−12.8% | Reduced |
| Swiss National Bank | 20,953 | $810.7K | 0.00% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 23,653 | $915.1K | 0.00% | −10.0% | Reduced |
| BTC Capital Management, Inc. | 25,715 | $994.9K | 0.11% | −2,460−8.7% | Reduced |
| Bridgeway Capital Management, LLC | 26,132 | $1.01M | 0.02% | +1,106+4.4% | Added |
| First Trust Advisors LP | 29,408 | $1.14M | 0.00% | −342−1.1% | Reduced |
| ACR Alpine Capital Research, LLC | 34,583 | $1.34M | 0.05% | −6,141−15.1% | Reduced |
| Russell Investments Group, Ltd. | 41,016 | $1.59M | 0.00% | −2,807−6.4% | Reduced |
| Bank of New York Mellon Corp | 51,200 | $1.98M | 0.00% | +430+0.8% | Added |
| Franklin Resources Inc | 70,177 | $2.72M | 0.00% | +99+0.1% | Added |
| American Century Companies Inc | 77,231 | $2.99M | 0.00% | +7,451+10.7% | Added |
| Siena Capital Partners GP, LLC | 79,314 | $3.05M | 1.10% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 85,734 | $3.32M | 0.01% | −4,400−4.9% | Reduced |
| Mercer Global Advisors Inc | 92,279 | $3.57M | 0.01% | +432+0.5% | Added |
| Northern Trust Corp | 98,840 | $3.82M | 0.00% | +3,679+3.9% | Added |
| Geode Capital Management, LLC | 191,643 | $7.42M | 0.00% | +7,460+4.1% | Added |
| State Street Corp | 201,239 | $7.79M | 0.00% | +2,672+1.3% | Added |
| Missouri Trust & Investment Co | 217,742 | $8.42M | 3.79% | 00.0% | Unchanged |
| Raffles Associates LP | 232,292 | $8.99M | 11.91% | 00.0% | Unchanged |
| Epoch Investment Partners, Inc. | 260,125 | $10.1M | 0.06% | +3,743+1.5% | Added |
| Manufacturers Life Insurance Company, The | 303,321 | $11.7M | 0.01% | −10,502−3.3% | Reduced |
| Dimensional Fund Advisors LP | 305,770 | $11.8M | 0.00% | +12,527+4.3% | Added |
| Vanguard Group Inc | 552,438 | $21.4M | 0.00% | +10,709+2.0% | Added |
| BlackRock Inc. | 620,412 | $24.0M | 0.00% | −14,803−2.3% | Reduced |
| FJ Capital Management LLC | 738,371 | $28.6M | 3.23% | 00.0% | Unchanged |
| FMR LLC | 807,087 | $31.2M | 0.00% | +15,771+2.0% | Added |
| 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 |