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, Q2 2024
Institutional positions in Southern Missouri Bancorp, Inc. as of Jun 30, 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
- 100
- +9 vs. Q1 2024
- Shares held
- 5.53M
- −116.3K (−2.1%) vs. Q1 2024
- Total value
- $249.0M
- +$2.09M (+0.8%) vs. Q1 2024
- New holders
- 20
- 37 more added
- Sold out
- 11
- 25 more reduced
1 institution that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Southern Missouri Bancorp, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 854,663 | $38.5M | 0.00% | +21,758+2.6% | Added |
| BlackRock Inc. | 705,018 | $31.7M | 0.00% | +25,714+3.8% | Added |
| Vanguard Group Inc | 595,298 | $26.8M | 0.00% | +16,480+2.8% | Added |
| FJ Capital Management LLC | 496,351 | $22.3M | 2.34% | −108,642−18.0% | Reduced |
| Dimensional Fund Advisors LP | 354,318 | $15.9M | 0.00% | +16,085+4.8% | Added |
| Manufacturers Life Insurance Company, The | 265,100 | $11.9M | 0.01% | −9,893−3.6% | Reduced |
| Raffles Associates LP | 242,292 | $10.9M | 12.28% | +3,000+1.3% | Added |
| Geode Capital Management, LLC | 215,640 | $9.71M | 0.00% | +2,122+1.0% | Added |
| Missouri Trust & Investment Co | 197,933 | $8.91M | 3.36% | −19,709−9.1% | Reduced |
| State Street Corp | 192,066 | $8.64M | 0.00% | +8,323+4.5% | Added |
| American Century Companies Inc | 145,412 | $6.54M | 0.00% | +27,388+23.2% | Added |
| Renaissance Technologies LLC | 107,734 | $4.85M | 0.01% | +8,200+8.2% | Added |
| Northern Trust Corp | 94,266 | $4.24M | 0.00% | −6,342−6.3% | Reduced |
| Siena Capital Partners GP, LLC | 79,314 | $3.57M | 1.18% | 00.0% | Unchanged |
| Franklin Resources Inc | 70,273 | $3.16M | 0.00% | +84+0.1% | Added |
| ACR Alpine Capital Research, LLC | 60,860 | $2.74M | 0.08% | +12,125+24.9% | Added |
| Bank of New York Mellon Corp | 52,423 | $2.36M | 0.00% | +3,282+6.7% | Added |
| Epoch Investment Partners, Inc. | 43,335 | $1.95M | 0.01% | −201,796−82.3% | Reduced |
| Charles Schwab Investment Management Inc | 36,287 | $1.63M | 0.00% | +10,998+43.5% | Added |
| Two Sigma Investments, LP | 31,267 | $1.41M | 0.00% | +18,648+147.8% | Added |
| Russell Investments Group, Ltd. | 31,039 | $1.40M | 0.00% | 00.0% | Unchanged |
| First Trust Advisors LP | 30,778 | $1.39M | 0.00% | −1,822−5.6% | Reduced |
| Bridgeway Capital Management, LLC | 29,961 | $1.35M | 0.03% | +1,260+4.4% | Added |
| Two Sigma Advisers, LP | 29,700 | $1.34M | 0.00% | +12,200+69.7% | Added |
| Brandywine Global Investment Management, LLC | 28,646 | $1.29M | 0.01% | −1,316−4.4% | Reduced |
| Acadian Asset Management LLC | 27,302 | $1.23M | 0.00% | +8,662+46.5% | Added |
| Nuveen Asset Management, LLC | 23,120 | $1.04M | 0.00% | 00.0% | Unchanged |
| Invesco Ltd. | 22,868 | $1.03M | 0.00% | +806+3.7% | Added |
| Morgan Stanley | 21,060 | $947.9K | 0.00% | −1,401−6.2% | Reduced |
| Victory Capital Management Inc | 20,000 | $900.2K | 0.00% | +2,000+11.1% | Added |
| Empowered Funds, LLC | 18,961 | $853.4K | 0.01% | +1,260+7.1% | Added |
| Swiss National Bank | 18,953 | $853.1K | 0.00% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 18,667 | $840.2K | 0.00% | +12,182+187.8% | Added |
| Assenagon Asset Management S.A. | 18,133 | $816.2K | 0.00% | −2,884−13.7% | Reduced |
| Balboa Wealth Partners | 16,241 | $731.0K | 0.19% | +66+0.4% | Added |
| First Financial Bankshares Inc | 15,387 | $692.6K | 0.02% | 00.0% | Unchanged |
| BTC Capital Management, Inc. | 14,645 | $659.2K | 0.06% | −3,690−20.1% | Reduced |
| Rhumbline Advisers | 14,347 | $645.8K | 0.00% | +263+1.9% | Added |
| D. E. Shaw & Co., Inc. | 13,487 | $607.0K | 0.00% | +13,487 | New |
| Barclays PLC | 13,277 | $597.6K | 0.00% | −4,134−23.7% | Reduced |
| Squarepoint Ops LLC | 13,111 | $590.1K | 0.00% | +6,381+94.8% | Added |
| Independent Advisor Alliance | 11,855 | $533.6K | 0.02% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 10,076 | $454.0K | 0.03% | +10,076 | New |
| Millennium Management LLC | 9,861 | $443.8K | 0.00% | +9,861 | New |
| California State Teachers Retirement System | 9,412 | $423.6K | 0.00% | −200−2.1% | Reduced |
| Umb Bank N A | 9,000 | $405.1K | 0.01% | −747−7.7% | Reduced |
| Martingale Asset Management L P | 8,960 | $403.3K | 0.01% | −7−0.1% | Reduced |
| Qube Research & Technologies Ltd | 8,909 | $401.0K | 0.00% | +4,030+82.6% | Added |
| Alliancebernstein L.P. | 8,330 | $374.9K | 0.00% | +920+12.4% | Added |
| Legal & General Group Plc | 8,185 | $368.4K | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 8,028 | $361.3K | 0.00% | +8,028 | New |
| Royal Bank of Canada | 7,823 | $352.0K | 0.00% | +705+9.9% | Added |
| Jane Street Group, LLC | 7,531 | $339.0K | 0.00% | +7,531 | New |
| Bank of America Corp | 7,327 | $329.8K | 0.00% | +1,838+33.5% | Added |
| JPMorgan Chase & Co | 7,185 | $323.4K | 0.00% | −9,625−57.3% | Reduced |
| Smith, Moore & Co. | 7,177 | $323.0K | 0.03% | −4,646−39.3% | Reduced |
| Welch & Forbes LLC | 6,965 | $305.3K | 0.00% | 00.0% | Unchanged |
| Bailard, Inc. | 6,512 | $293.1K | 0.01% | +6,512 | New |
| Arete Wealth Advisors, LLC | 6,750 | $293.0K | 0.02% | +6,750 | New |
| Los Angeles Capital Management LLC | 6,120 | $275.5K | 0.00% | −280−4.4% | Reduced |
| Triune Financial Partners, LLC | 5,798 | $261.0K | 0.09% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 5,667 | $253.9K | 0.00% | −49−0.9% | Reduced |
| Citadel Advisors LLC | 5,599 | $252.0K | 0.00% | +5,599 | New |
| Simmons Bank | 5,540 | $249.4K | 0.02% | 00.0% | Unchanged |
| Creative Planning | 5,468 | $246.1K | 0.00% | +5,468 | New |
| Enterprise Financial Services Corp | 5,298 | $238.5K | 0.15% | 00.0% | Unchanged |
| Cetera Investment Advisers | 5,263 | $236.9K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 5,186 | $233.4K | 0.00% | +488+10.4% | Added |
| Corebridge Financial, Inc. | 5,112 | $230.1K | 0.00% | +5,112 | New |
| Quadrature Capital Ltd | 5,051 | $226.8K | 0.00% | +5,051 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 4,881 | $219.7K | 0.00% | +4,881 | New |
| UBS Group AG | 4,662 | $209.8K | 0.00% | −6,113−56.7% | Reduced |
| XTX Topco Ltd | 4,656 | $209.6K | 0.02% | +4,656 | New |
| Deutsche Bank AG | 4,578 | $206.1K | 0.00% | −104−2.2% | Reduced |
| New York State Common Retirement Fund | 4,180 | $188.1K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 4,175 | $187.9K | 0.00% | +819+24.4% | Added |
| Citigroup Inc | 2,490 | $112.1K | 0.00% | +471+23.3% | Added |
| Federated Hermes, Inc. | 2,066 | $93.0K | 0.00% | −672−24.5% | Reduced |
| BNP Paribas Arbitrage, SA | 1,951 | $87.8K | 0.00% | −2,796−58.9% | Reduced |
| Tower Research Capital LLC (TRC) | 1,868 | $84.1K | 0.00% | +452+31.9% | Added |
| STRS Ohio | 1,800 | $81.0K | 0.00% | +1,800 | New |
| EntryPoint Capital, LLC | 1,474 | $66.3K | 0.03% | +902+157.7% | Added |
| The PNC Financial Services Group, Inc. | 1,000 | $45.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 983 | $44.2K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 634 | $28.5K | 0.00% | +324+104.5% | Added |
| Gradient Investments LLC | 600 | $27.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 586 | $26.4K | 0.00% | +306+109.3% | Added |
| Great West Life Assurance Co | 343 | $15.0K | 0.00% | −2,955−89.6% | Reduced |
| Amalgamated Bank | 324 | $15.0K | 0.00% | +61+23.2% | Added |
| Picton Mahoney Asset Management | 223 | $10.0K | 0.00% | +223 | New |
| CWM, LLC | 206 | $9.00K | 0.00% | +117+131.5% | Added |
| Lindbrook Capital, LLC | 196 | $8.82K | 0.00% | +196 | New |
| Signaturefd, LLC | 95 | $4.28K | 0.00% | +95 | New |
| GAMMA Investing LLC | 49 | $2.21K | 0.00% | −12−19.7% | Reduced |
| Huntington National Bank | 23 | $1.03K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 18 | $1.00K | 0.00% | −3−14.3% | Reduced |
| Farther Finance Advisors, LLC | 20 | $887 | 0.00% | +20 | New |
| Nisa Investment Advisors, LLC | 15 | $675 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 7 | $339 | 0.00% | +7 | New |
| US Bancorp | 4 | $180 | 0.00% | +4 | New |