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, Q4 2023
Institutional positions in Southern Missouri Bancorp, Inc. as of Dec 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
- 86
- +8 vs. Q3 2023
- Shares held
- 5.62M
- +84.0K (+1.5%) vs. Q3 2023
- Total value
- $300.2M
- +$85.9M (+40.1%) vs. Q3 2023
- New holders
- 12
- 36 more added
- Sold out
- 4
- 20 more reduced
2 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Southern Missouri Bancorp, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 810,171 | $43.3M | 0.00% | +3,084+0.4% | Added |
| BlackRock Inc. | 706,660 | $37.7M | 0.00% | +86,248+13.9% | Added |
| FJ Capital Management LLC | 608,264 | $32.5M | 3.26% | −130,107−17.6% | Reduced |
| Vanguard Group Inc | 574,997 | $30.7M | 0.00% | +22,559+4.1% | Added |
| Dimensional Fund Advisors LP | 318,784 | $17.0M | 0.00% | +13,014+4.3% | Added |
| Manufacturers Life Insurance Company, The | 292,084 | $15.6M | 0.01% | −11,237−3.7% | Reduced |
| Epoch Investment Partners, Inc. | 272,500 | $14.5M | 0.07% | +12,375+4.8% | Added |
| Raffles Associates LP | 232,292 | $12.4M | 15.68% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 217,742 | $11.6M | 4.70% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 209,506 | $11.2M | 0.00% | +17,863+9.3% | Added |
| State Street Corp | 188,136 | $10.0M | 0.00% | −13,103−6.5% | Reduced |
| Northern Trust Corp | 106,019 | $5.66M | 0.00% | +7,179+7.3% | Added |
| American Century Companies Inc | 89,632 | $4.79M | 0.00% | +12,401+16.1% | Added |
| Renaissance Technologies LLC | 85,834 | $4.58M | 0.01% | +100+0.1% | Added |
| Siena Capital Partners GP, LLC | 79,314 | $4.23M | 1.33% | 00.0% | Unchanged |
| Franklin Resources Inc | 70,219 | $3.75M | 0.00% | +42+0.1% | Added |
| Bank of New York Mellon Corp | 51,121 | $2.73M | 0.00% | −79−0.2% | Reduced |
| Russell Investments Group, Ltd. | 45,300 | $2.42M | 0.00% | +4,284+10.4% | Added |
| ACR Alpine Capital Research, LLC | 35,810 | $1.91M | 0.06% | +1,227+3.5% | Added |
| First Trust Advisors LP | 32,033 | $1.71M | 0.00% | +2,625+8.9% | Added |
| Brandywine Global Investment Management, LLC | 30,167 | $1.61M | 0.01% | +30,167 | New |
| Morgan Stanley | 29,945 | $1.60M | 0.00% | +15,879+112.9% | Added |
| Bridgeway Capital Management, LLC | 27,476 | $1.47M | 0.03% | +1,344+5.1% | Added |
| Charles Schwab Investment Management Inc | 25,954 | $1.39M | 0.00% | +2,301+9.7% | Added |
| Barclays PLC | 23,807 | $1.27M | 0.00% | +11,674+96.2% | Added |
| Nuveen Asset Management, LLC | 23,120 | $1.23M | 0.00% | +6,040+35.4% | Added |
| Swiss National Bank | 18,953 | $1.01M | 0.00% | −2,000−9.5% | Reduced |
| Acadian Asset Management LLC | 18,640 | $995.0K | 0.00% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 17,900 | $955.7K | 0.00% | +6,000+50.4% | Added |
| Goldman Sachs Group Inc | 17,568 | $938.0K | 0.00% | +579+3.4% | Added |
| Victory Capital Management Inc | 17,000 | $907.6K | 0.00% | −2,280−11.8% | Reduced |
| Empowered Funds, LLC | 16,476 | $879.7K | 0.02% | +1,344+8.9% | Added |
| Balboa Wealth Partners | 15,930 | $850.5K | 0.28% | 00.0% | Unchanged |
| First Financial Bankshares Inc | 15,387 | $821.5K | 0.02% | +15,387 | New |
| Invesco Ltd. | 14,635 | $781.4K | 0.00% | +4,737+47.9% | Added |
| Smith, Moore & Co. | 14,292 | $763.1K | 0.09% | −679−4.5% | Reduced |
| Rhumbline Advisers | 13,637 | $728.1K | 0.00% | +648+5.0% | Added |
| Assenagon Asset Management S.A. | 12,111 | $646.6K | 0.00% | +12,111 | New |
| Independent Advisor Alliance | 11,855 | $632.9K | 0.02% | 00.0% | Unchanged |
| Bank of America Corp | 11,577 | $618.1K | 0.00% | +4,133+55.5% | Added |
| UBS Group AG | 10,926 | $583.3K | 0.00% | +4,948+82.8% | Added |
| Citadel Advisors LLC | 10,376 | $554.0K | 0.00% | +10,376 | New |
| California State Teachers Retirement System | 10,128 | $540.7K | 0.00% | −291−2.8% | Reduced |
| Royal Bank of Canada | 9,756 | $521.0K | 0.00% | +1,415+17.0% | Added |
| Umb Bank N A | 9,747 | $520.4K | 0.01% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 9,718 | $518.8K | 0.00% | +3,855+65.8% | Added |
| New York Life Investment Management LLC | 9,231 | $492.8K | 0.01% | −271−2.9% | Reduced |
| Martingale Asset Management L P | 8,967 | $478.7K | 0.01% | −310−3.3% | Reduced |
| Two Sigma Investments, LP | 8,953 | $478.0K | 0.00% | +8,953 | New |
| Legal & General Group Plc | 8,185 | $437.0K | 0.00% | +1,820+28.6% | Added |
| Welch & Forbes LLC | 7,665 | $409.2K | 0.01% | −625−7.5% | Reduced |
| Los Angeles Capital Management LLC | 7,123 | $380.3K | 0.00% | +1,130+18.9% | Added |
| Credit Suisse AG | 7,113 | $379.8K | 0.00% | −715−9.1% | Reduced |
| Alliancebernstein L.P. | 7,090 | $378.5K | 0.00% | −60−0.8% | Reduced |
| Arete Wealth Advisors, LLC | 6,750 | $360.4K | 0.03% | 00.0% | Unchanged |
| Triune Financial Partners, LLC | 5,798 | $309.6K | 0.11% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 5,715 | $304.5K | 0.00% | −8−0.1% | Reduced |
| SG Americas Securities, LLC | 5,611 | $300.0K | 0.00% | +1,538+37.8% | Added |
| Simmons Bank | 5,540 | $295.8K | 0.02% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 5,298 | $282.9K | 0.17% | 00.0% | Unchanged |
| American International Group, Inc. | 4,718 | $251.9K | 0.00% | +437+10.2% | Added |
| MetLife Investment Management | 4,698 | $250.8K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 4,682 | $250.0K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 4,500 | $240.3K | 0.00% | −3,103−40.8% | Reduced |
| Williams Jones Wealth Management, LLC. | 4,350 | $232.2K | 0.00% | +4,350 | New |
| Susquehanna International Group, LLP | 4,283 | $228.7K | 0.00% | +4,283 | New |
| Cetera Advisors LLC | 4,231 | $225.9K | 0.00% | +4,231 | New |
| Voya Investment Management LLC | 4,230 | $225.8K | 0.00% | +4,230 | New |
| New York State Common Retirement Fund | 4,175 | $222.9K | 0.00% | +4+0.1% | Added |
| Great West Life Assurance Co | 3,298 | $174.0K | 0.00% | +1,575+91.4% | Added |
| Wells Fargo & Company | 2,926 | $156.2K | 0.00% | +797+37.4% | Added |
| Denali Advisors LLC | 2,600 | $138.8K | 0.04% | +2,600 | New |
| BNP Paribas Arbitrage, SA | 2,541 | $135.7K | 0.00% | −1,226−32.5% | Reduced |
| Federated Hermes, Inc. | 2,181 | $116.4K | 0.00% | −10−0.5% | Reduced |
| Citigroup Inc | 1,512 | $80.7K | 0.00% | +1,416+1,475.0% | Added |
| LSV Asset Management | 1,300 | $69.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,000 | $53.4K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 983 | $52.5K | 0.00% | +293+42.5% | Added |
| Amalgamated Bank | 713 | $38.0K | 0.00% | −78−9.9% | Reduced |
| Gradient Investments LLC | 600 | $32.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 488 | $26.1K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 306 | $16.3K | 0.00% | −202−39.8% | Reduced |
| Advisor Group Holdings, Inc. | 236 | $12.6K | 0.00% | +236 | New |
| GAMMA Investing LLC | 61 | $2.66K | 0.00% | +61 | New |
| Nisa Investment Advisors, LLC | 15 | $801 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1 | $0 | 0.00% | −2−66.7% | Reduced |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −92,279−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −9,045−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −1,259−100.0% | Sold out |
| West Tower Group, LLC | 0 | $0 | 0.00% | −875−100.0% | Sold out |
| BTC Capital Management, Inc. | – | – | – | – | Not filed |
| River Oaks Capital LLC | – | – | – | – | Not filed |