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