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, Q1 2024
Institutional positions in Southern Missouri Bancorp, Inc. as of Mar 31, 2024. 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
- 92
- +6 vs. Q4 2023
- Shares held
- 5.66M
- +34.8K (+0.6%) vs. Q4 2023
- Total value
- $247.3M
- −$52.9M (−17.6%) vs. Q4 2023
- New holders
- 15
- 29 more added
- Sold out
- 9
- 27 more reduced
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Southern Missouri Bancorp, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 832,905 | $36.4M | 0.00% | +22,734+2.8% | Added |
| BlackRock Inc. | 679,304 | $29.7M | 0.00% | −27,356−3.9% | Reduced |
| FJ Capital Management LLC | 604,993 | $26.4M | 2.69% | −3,271−0.5% | Reduced |
| Vanguard Group Inc | 578,818 | $25.3M | 0.00% | +3,821+0.7% | Added |
| Dimensional Fund Advisors LP | 338,233 | $14.8M | 0.00% | +19,449+6.1% | Added |
| Manufacturers Life Insurance Company, The | 274,993 | $12.0M | 0.01% | −17,091−5.9% | Reduced |
| Epoch Investment Partners, Inc. | 245,131 | $10.7M | 0.05% | −27,369−10.0% | Reduced |
| Raffles Associates LP | 239,292 | $10.5M | 12.14% | +7,000+3.0% | Added |
| Missouri Trust & Investment Co | 217,642 | $9.51M | 3.67% | −1000.0% | Reduced |
| Geode Capital Management, LLC | 213,518 | $9.33M | 0.00% | +4,012+1.9% | Added |
| State Street Corp | 183,743 | $8.03M | 0.00% | −4,393−2.3% | Reduced |
| American Century Companies Inc | 118,024 | $5.16M | 0.00% | +28,392+31.7% | Added |
| Northern Trust Corp | 100,608 | $4.40M | 0.00% | −5,411−5.1% | Reduced |
| Renaissance Technologies LLC | 99,534 | $4.35M | 0.01% | +13,700+16.0% | Added |
| Siena Capital Partners GP, LLC | 79,314 | $3.47M | 1.16% | 00.0% | Unchanged |
| Franklin Resources Inc | 70,189 | $3.07M | 0.00% | −300.0% | Reduced |
| Bank of New York Mellon Corp | 49,141 | $2.15M | 0.00% | −1,980−3.9% | Reduced |
| ACR Alpine Capital Research, LLC | 48,735 | $2.13M | 0.06% | +12,925+36.1% | Added |
| First Trust Advisors LP | 32,600 | $1.42M | 0.00% | +567+1.8% | Added |
| Russell Investments Group, Ltd. | 31,039 | $1.36M | 0.00% | −14,261−31.5% | Reduced |
| Brandywine Global Investment Management, LLC | 29,962 | $1.31M | 0.01% | −205−0.7% | Reduced |
| Bridgeway Capital Management, LLC | 28,701 | $1.25M | 0.03% | +1,225+4.5% | Added |
| Charles Schwab Investment Management Inc | 25,289 | $1.11M | 0.00% | −665−2.6% | Reduced |
| Nuveen Asset Management, LLC | 23,120 | $1.01M | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 22,461 | $981.8K | 0.00% | −7,484−25.0% | Reduced |
| Invesco Ltd. | 22,062 | $964.3K | 0.00% | +7,427+50.7% | Added |
| Assenagon Asset Management S.A. | 21,017 | $918.7K | 0.00% | +8,906+73.5% | Added |
| BKD Wealth Advisors, LLC | 19,709 | $861.5K | 0.02% | +19,709 | New |
| Swiss National Bank | 18,953 | $828.4K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 18,640 | $813.0K | 0.00% | 00.0% | Unchanged |
| BTC Capital Management, Inc. | 18,335 | $801.4K | 0.07% | +18,335 | New |
| Victory Capital Management Inc | 18,000 | $786.8K | 0.00% | +1,000+5.9% | Added |
| Empowered Funds, LLC | 17,701 | $773.7K | 0.01% | +1,225+7.4% | Added |
| Two Sigma Advisers, LP | 17,500 | $764.9K | 0.00% | −400−2.2% | Reduced |
| Barclays PLC | 17,411 | $761.0K | 0.00% | −6,396−26.9% | Reduced |
| JPMorgan Chase & Co | 16,810 | $734.8K | 0.00% | +7,092+73.0% | Added |
| Balboa Wealth Partners | 16,175 | $707.0K | 0.22% | +245+1.5% | Added |
| First Financial Bankshares Inc | 15,387 | $672.6K | 0.02% | 00.0% | Unchanged |
| Rhumbline Advisers | 14,084 | $615.6K | 0.00% | +447+3.3% | Added |
| Two Sigma Investments, LP | 12,619 | $551.6K | 0.00% | +3,666+40.9% | Added |
| Cornercap Investment Counsel Inc | 12,559 | $549.0K | 0.08% | +12,559 | New |
| Independent Advisor Alliance | 11,855 | $518.2K | 0.02% | 00.0% | Unchanged |
| Smith, Moore & Co. | 11,823 | $516.8K | 0.06% | −2,469−17.3% | Reduced |
| UBS Group AG | 10,775 | $471.0K | 0.00% | −151−1.4% | Reduced |
| Umb Bank N A | 9,747 | $426.0K | 0.01% | 00.0% | Unchanged |
| California State Teachers Retirement System | 9,612 | $420.1K | 0.00% | −516−5.1% | Reduced |
| Martingale Asset Management L P | 8,967 | $391.9K | 0.01% | 00.0% | Unchanged |
| Legal & General Group Plc | 8,185 | $357.8K | 0.00% | 00.0% | Unchanged |
| Credit Suisse AG | 8,028 | $350.9K | 0.00% | +915+12.9% | Added |
| Alliancebernstein L.P. | 7,410 | $323.9K | 0.00% | +320+4.5% | Added |
| Royal Bank of Canada | 7,118 | $311.0K | 0.00% | −2,638−27.0% | Reduced |
| Welch & Forbes LLC | 6,965 | $304.4K | 0.00% | −700−9.1% | Reduced |
| Squarepoint Ops LLC | 6,730 | $294.2K | 0.00% | +6,730 | New |
| Goldman Sachs Group Inc | 6,485 | $283.5K | 0.00% | −11,083−63.1% | Reduced |
| Los Angeles Capital Management LLC | 6,400 | $279.7K | 0.00% | −723−10.2% | Reduced |
| Sentinel Trust Co Lba | 5,808 | $254.0K | 0.03% | +5,808 | New |
| Triune Financial Partners, LLC | 5,798 | $253.4K | 0.09% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 5,716 | $250.7K | 0.00% | +10.0% | Added |
| Simmons Bank | 5,540 | $242.2K | 0.02% | 00.0% | Unchanged |
| Bank of America Corp | 5,489 | $239.9K | 0.00% | −6,088−52.6% | Reduced |
| Enterprise Financial Services Corp | 5,298 | $231.6K | 0.14% | 00.0% | Unchanged |
| Cetera Investment Advisers | 5,263 | $230.0K | 0.00% | +5,263 | New |
| Qube Research & Technologies Ltd | 4,879 | $213.3K | 0.00% | +4,879 | New |
| Corton Capital Inc. | 4,760 | $208.1K | 0.08% | +4,760 | New |
| BNP Paribas Arbitrage, SA | 4,747 | $207.5K | 0.00% | +2,206+86.8% | Added |
| MetLife Investment Management | 4,698 | $205.3K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 4,682 | $204.7K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 4,678 | $204.5K | 0.00% | −40−0.8% | Reduced |
| New York State Common Retirement Fund | 4,180 | $182.7K | 0.00% | +5+0.1% | Added |
| SG Americas Securities, LLC | 3,468 | $152.0K | 0.00% | −2,143−38.2% | Reduced |
| Wells Fargo & Company | 3,356 | $146.7K | 0.00% | +430+14.7% | Added |
| Great West Life Assurance Co | 3,298 | $144.0K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 2,738 | $119.7K | 0.00% | +557+25.5% | Added |
| Citigroup Inc | 2,019 | $88.3K | 0.00% | +507+33.5% | Added |
| Tower Research Capital LLC (TRC) | 1,416 | $61.9K | 0.00% | +1,110+362.7% | Added |
| The PNC Financial Services Group, Inc. | 1,000 | $43.7K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 983 | $43.0K | 0.00% | 00.0% | Unchanged |
| LSV Asset Management | 700 | $31.0K | 0.00% | −600−46.2% | Reduced |
| Gradient Investments LLC | 600 | $26.2K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 572 | $25.0K | 0.02% | +572 | New |
| Metropolitan Life Insurance Co | 488 | $21.3K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 348 | $15.2K | 0.00% | +348 | New |
| Quadrant Capital Group LLC | 310 | $13.6K | 0.00% | +310 | New |
| Advisor Group Holdings, Inc. | 280 | $12.2K | 0.00% | +44+18.6% | Added |
| Amalgamated Bank | 263 | $11.0K | 0.00% | −450−63.1% | Reduced |
| CWM, LLC | 89 | $4.00K | 0.00% | +89 | New |
| GAMMA Investing LLC | 61 | $2.67K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 23 | $1.00K | 0.00% | +23 | New |
| Covestor Ltd | 21 | $1.00K | 0.00% | +20+2,000.0% | Added |
| Nisa Investment Advisors, LLC | 15 | $656 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 13 | $568 | 0.00% | +13 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1 | $43 | 0.00% | +1 | New |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −10,376−100.0% | Sold out |
| New York Life Investment Management LLC | 0 | $0 | 0.00% | −9,231−100.0% | Sold out |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −6,750−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −4,500−100.0% | Sold out |
| Williams Jones Wealth Management, LLC. | 0 | $0 | 0.00% | −4,350−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −4,283−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −4,231−100.0% | Sold out |
| Voya Investment Management LLC | 0 | $0 | 0.00% | −4,230−100.0% | Sold out |