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 |
|---|---|---|---|---|---|
| Covestor Ltd | 1 | $0 | 0.00% | −2−66.7% | Reduced |
| Nisa Investment Advisors, LLC | 15 | $801 | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 61 | $2.66K | 0.00% | +61 | New |
| Advisor Group Holdings, Inc. | 236 | $12.6K | 0.00% | +236 | New |
| Tower Research Capital LLC (TRC) | 306 | $16.3K | 0.00% | −202−39.8% | Reduced |
| Metropolitan Life Insurance Co | 488 | $26.1K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 600 | $32.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 713 | $38.0K | 0.00% | −78−9.9% | Reduced |
| Ameritas Investment Partners, Inc. | 983 | $52.5K | 0.00% | +293+42.5% | Added |
| The PNC Financial Services Group, Inc. | 1,000 | $53.4K | 0.00% | 00.0% | Unchanged |
| LSV Asset Management | 1,300 | $69.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 1,512 | $80.7K | 0.00% | +1,416+1,475.0% | Added |
| Federated Hermes, Inc. | 2,181 | $116.4K | 0.00% | −10−0.5% | Reduced |
| BNP Paribas Arbitrage, SA | 2,541 | $135.7K | 0.00% | −1,226−32.5% | Reduced |
| Denali Advisors LLC | 2,600 | $138.8K | 0.04% | +2,600 | New |
| Wells Fargo & Company | 2,926 | $156.2K | 0.00% | +797+37.4% | Added |
| Great West Life Assurance Co | 3,298 | $174.0K | 0.00% | +1,575+91.4% | Added |
| New York State Common Retirement Fund | 4,175 | $222.9K | 0.00% | +4+0.1% | Added |
| Voya Investment Management LLC | 4,230 | $225.8K | 0.00% | +4,230 | New |
| Cetera Advisors LLC | 4,231 | $225.9K | 0.00% | +4,231 | New |
| Susquehanna International Group, LLP | 4,283 | $228.7K | 0.00% | +4,283 | New |
| Williams Jones Wealth Management, LLC. | 4,350 | $232.2K | 0.00% | +4,350 | New |
| Stifel Financial Corp | 4,500 | $240.3K | 0.00% | −3,103−40.8% | Reduced |
| Deutsche Bank AG | 4,682 | $250.0K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 4,698 | $250.8K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 4,718 | $251.9K | 0.00% | +437+10.2% | Added |
| Enterprise Financial Services Corp | 5,298 | $282.9K | 0.17% | 00.0% | Unchanged |
| Simmons Bank | 5,540 | $295.8K | 0.02% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 5,611 | $300.0K | 0.00% | +1,538+37.8% | Added |
| Janus Henderson Group PLC | 5,715 | $304.5K | 0.00% | −8−0.1% | Reduced |
| Triune Financial Partners, LLC | 5,798 | $309.6K | 0.11% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 6,750 | $360.4K | 0.03% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 7,090 | $378.5K | 0.00% | −60−0.8% | Reduced |
| Credit Suisse AG | 7,113 | $379.8K | 0.00% | −715−9.1% | Reduced |
| Los Angeles Capital Management LLC | 7,123 | $380.3K | 0.00% | +1,130+18.9% | Added |
| Welch & Forbes LLC | 7,665 | $409.2K | 0.01% | −625−7.5% | Reduced |
| Legal & General Group Plc | 8,185 | $437.0K | 0.00% | +1,820+28.6% | Added |
| Two Sigma Investments, LP | 8,953 | $478.0K | 0.00% | +8,953 | New |
| Martingale Asset Management L P | 8,967 | $478.7K | 0.01% | −310−3.3% | Reduced |
| New York Life Investment Management LLC | 9,231 | $492.8K | 0.01% | −271−2.9% | Reduced |
| JPMorgan Chase & Co | 9,718 | $518.8K | 0.00% | +3,855+65.8% | Added |
| Umb Bank N A | 9,747 | $520.4K | 0.01% | 00.0% | Unchanged |
| Royal Bank of Canada | 9,756 | $521.0K | 0.00% | +1,415+17.0% | Added |
| California State Teachers Retirement System | 10,128 | $540.7K | 0.00% | −291−2.8% | Reduced |
| Citadel Advisors LLC | 10,376 | $554.0K | 0.00% | +10,376 | New |
| UBS Group AG | 10,926 | $583.3K | 0.00% | +4,948+82.8% | Added |
| Bank of America Corp | 11,577 | $618.1K | 0.00% | +4,133+55.5% | Added |
| Independent Advisor Alliance | 11,855 | $632.9K | 0.02% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 12,111 | $646.6K | 0.00% | +12,111 | New |
| Rhumbline Advisers | 13,637 | $728.1K | 0.00% | +648+5.0% | Added |
| Smith, Moore & Co. | 14,292 | $763.1K | 0.09% | −679−4.5% | Reduced |
| Invesco Ltd. | 14,635 | $781.4K | 0.00% | +4,737+47.9% | Added |
| First Financial Bankshares Inc | 15,387 | $821.5K | 0.02% | +15,387 | New |
| Balboa Wealth Partners | 15,930 | $850.5K | 0.28% | 00.0% | Unchanged |
| Empowered Funds, LLC | 16,476 | $879.7K | 0.02% | +1,344+8.9% | Added |
| Victory Capital Management Inc | 17,000 | $907.6K | 0.00% | −2,280−11.8% | Reduced |
| Goldman Sachs Group Inc | 17,568 | $938.0K | 0.00% | +579+3.4% | Added |
| Two Sigma Advisers, LP | 17,900 | $955.7K | 0.00% | +6,000+50.4% | Added |
| Acadian Asset Management LLC | 18,640 | $995.0K | 0.00% | 00.0% | Unchanged |
| Swiss National Bank | 18,953 | $1.01M | 0.00% | −2,000−9.5% | Reduced |
| Nuveen Asset Management, LLC | 23,120 | $1.23M | 0.00% | +6,040+35.4% | Added |
| Barclays PLC | 23,807 | $1.27M | 0.00% | +11,674+96.2% | Added |
| Charles Schwab Investment Management Inc | 25,954 | $1.39M | 0.00% | +2,301+9.7% | Added |
| Bridgeway Capital Management, LLC | 27,476 | $1.47M | 0.03% | +1,344+5.1% | Added |
| Morgan Stanley | 29,945 | $1.60M | 0.00% | +15,879+112.9% | Added |
| Brandywine Global Investment Management, LLC | 30,167 | $1.61M | 0.01% | +30,167 | New |
| First Trust Advisors LP | 32,033 | $1.71M | 0.00% | +2,625+8.9% | Added |
| ACR Alpine Capital Research, LLC | 35,810 | $1.91M | 0.06% | +1,227+3.5% | Added |
| Russell Investments Group, Ltd. | 45,300 | $2.42M | 0.00% | +4,284+10.4% | Added |
| Bank of New York Mellon Corp | 51,121 | $2.73M | 0.00% | −79−0.2% | Reduced |
| Franklin Resources Inc | 70,219 | $3.75M | 0.00% | +42+0.1% | Added |
| Siena Capital Partners GP, LLC | 79,314 | $4.23M | 1.33% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 85,834 | $4.58M | 0.01% | +100+0.1% | Added |
| American Century Companies Inc | 89,632 | $4.79M | 0.00% | +12,401+16.1% | Added |
| Northern Trust Corp | 106,019 | $5.66M | 0.00% | +7,179+7.3% | Added |
| State Street Corp | 188,136 | $10.0M | 0.00% | −13,103−6.5% | Reduced |
| Geode Capital Management, LLC | 209,506 | $11.2M | 0.00% | +17,863+9.3% | Added |
| Missouri Trust & Investment Co | 217,742 | $11.6M | 4.70% | 00.0% | Unchanged |
| Raffles Associates LP | 232,292 | $12.4M | 15.68% | 00.0% | Unchanged |
| Epoch Investment Partners, Inc. | 272,500 | $14.5M | 0.07% | +12,375+4.8% | Added |
| Manufacturers Life Insurance Company, The | 292,084 | $15.6M | 0.01% | −11,237−3.7% | Reduced |
| Dimensional Fund Advisors LP | 318,784 | $17.0M | 0.00% | +13,014+4.3% | Added |
| Vanguard Group Inc | 574,997 | $30.7M | 0.00% | +22,559+4.1% | Added |
| FJ Capital Management LLC | 608,264 | $32.5M | 3.26% | −130,107−17.6% | Reduced |
| BlackRock Inc. | 706,660 | $37.7M | 0.00% | +86,248+13.9% | Added |
| FMR LLC | 810,171 | $43.3M | 0.00% | +3,084+0.4% | Added |
| 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 |