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 |
|---|---|---|---|---|---|
| US Bancorp | 4 | $180 | 0.00% | +4 | New |
| Allworth Financial LP | 7 | $339 | 0.00% | +7 | New |
| Nisa Investment Advisors, LLC | 15 | $675 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 20 | $887 | 0.00% | +20 | New |
| Covestor Ltd | 18 | $1.00K | 0.00% | −3−14.3% | Reduced |
| Huntington National Bank | 23 | $1.03K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 49 | $2.21K | 0.00% | −12−19.7% | Reduced |
| Signaturefd, LLC | 95 | $4.28K | 0.00% | +95 | New |
| Lindbrook Capital, LLC | 196 | $8.82K | 0.00% | +196 | New |
| CWM, LLC | 206 | $9.00K | 0.00% | +117+131.5% | Added |
| Picton Mahoney Asset Management | 223 | $10.0K | 0.00% | +223 | New |
| 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 |
| Advisor Group Holdings, Inc. | 586 | $26.4K | 0.00% | +306+109.3% | Added |
| Gradient Investments LLC | 600 | $27.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 634 | $28.5K | 0.00% | +324+104.5% | Added |
| Ameritas Investment Partners, Inc. | 983 | $44.2K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,000 | $45.0K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 1,474 | $66.3K | 0.03% | +902+157.7% | Added |
| STRS Ohio | 1,800 | $81.0K | 0.00% | +1,800 | New |
| Tower Research Capital LLC (TRC) | 1,868 | $84.1K | 0.00% | +452+31.9% | Added |
| BNP Paribas Arbitrage, SA | 1,951 | $87.8K | 0.00% | −2,796−58.9% | Reduced |
| Federated Hermes, Inc. | 2,066 | $93.0K | 0.00% | −672−24.5% | Reduced |
| Citigroup Inc | 2,490 | $112.1K | 0.00% | +471+23.3% | Added |
| Wells Fargo & Company | 4,175 | $187.9K | 0.00% | +819+24.4% | Added |
| New York State Common Retirement Fund | 4,180 | $188.1K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 4,578 | $206.1K | 0.00% | −104−2.2% | Reduced |
| XTX Topco Ltd | 4,656 | $209.6K | 0.02% | +4,656 | New |
| UBS Group AG | 4,662 | $209.8K | 0.00% | −6,113−56.7% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 4,881 | $219.7K | 0.00% | +4,881 | New |
| Quadrature Capital Ltd | 5,051 | $226.8K | 0.00% | +5,051 | New |
| Corebridge Financial, Inc. | 5,112 | $230.1K | 0.00% | +5,112 | New |
| MetLife Investment Management | 5,186 | $233.4K | 0.00% | +488+10.4% | Added |
| Cetera Investment Advisers | 5,263 | $236.9K | 0.00% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 5,298 | $238.5K | 0.15% | 00.0% | Unchanged |
| Creative Planning | 5,468 | $246.1K | 0.00% | +5,468 | New |
| Simmons Bank | 5,540 | $249.4K | 0.02% | 00.0% | Unchanged |
| Citadel Advisors LLC | 5,599 | $252.0K | 0.00% | +5,599 | New |
| Janus Henderson Group PLC | 5,667 | $253.9K | 0.00% | −49−0.9% | Reduced |
| Triune Financial Partners, LLC | 5,798 | $261.0K | 0.09% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 6,120 | $275.5K | 0.00% | −280−4.4% | Reduced |
| Arete Wealth Advisors, LLC | 6,750 | $293.0K | 0.02% | +6,750 | New |
| Bailard, Inc. | 6,512 | $293.1K | 0.01% | +6,512 | New |
| Welch & Forbes LLC | 6,965 | $305.3K | 0.00% | 00.0% | Unchanged |
| Smith, Moore & Co. | 7,177 | $323.0K | 0.03% | −4,646−39.3% | Reduced |
| JPMorgan Chase & Co | 7,185 | $323.4K | 0.00% | −9,625−57.3% | Reduced |
| Bank of America Corp | 7,327 | $329.8K | 0.00% | +1,838+33.5% | Added |
| Jane Street Group, LLC | 7,531 | $339.0K | 0.00% | +7,531 | New |
| Royal Bank of Canada | 7,823 | $352.0K | 0.00% | +705+9.9% | Added |
| UBS Asset Management Americas Inc | 8,028 | $361.3K | 0.00% | +8,028 | New |
| Legal & General Group Plc | 8,185 | $368.4K | 0.00% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 8,330 | $374.9K | 0.00% | +920+12.4% | Added |
| Qube Research & Technologies Ltd | 8,909 | $401.0K | 0.00% | +4,030+82.6% | Added |
| Martingale Asset Management L P | 8,960 | $403.3K | 0.01% | −7−0.1% | Reduced |
| Umb Bank N A | 9,000 | $405.1K | 0.01% | −747−7.7% | Reduced |
| California State Teachers Retirement System | 9,412 | $423.6K | 0.00% | −200−2.1% | Reduced |
| Millennium Management LLC | 9,861 | $443.8K | 0.00% | +9,861 | New |
| Gsa Capital Partners LLP | 10,076 | $454.0K | 0.03% | +10,076 | New |
| Independent Advisor Alliance | 11,855 | $533.6K | 0.02% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 13,111 | $590.1K | 0.00% | +6,381+94.8% | Added |
| Barclays PLC | 13,277 | $597.6K | 0.00% | −4,134−23.7% | Reduced |
| D. E. Shaw & Co., Inc. | 13,487 | $607.0K | 0.00% | +13,487 | New |
| Rhumbline Advisers | 14,347 | $645.8K | 0.00% | +263+1.9% | Added |
| BTC Capital Management, Inc. | 14,645 | $659.2K | 0.06% | −3,690−20.1% | Reduced |
| First Financial Bankshares Inc | 15,387 | $692.6K | 0.02% | 00.0% | Unchanged |
| Balboa Wealth Partners | 16,241 | $731.0K | 0.19% | +66+0.4% | Added |
| Assenagon Asset Management S.A. | 18,133 | $816.2K | 0.00% | −2,884−13.7% | Reduced |
| Goldman Sachs Group Inc | 18,667 | $840.2K | 0.00% | +12,182+187.8% | Added |
| Swiss National Bank | 18,953 | $853.1K | 0.00% | 00.0% | Unchanged |
| Empowered Funds, LLC | 18,961 | $853.4K | 0.01% | +1,260+7.1% | Added |
| Victory Capital Management Inc | 20,000 | $900.2K | 0.00% | +2,000+11.1% | Added |
| Morgan Stanley | 21,060 | $947.9K | 0.00% | −1,401−6.2% | Reduced |
| Invesco Ltd. | 22,868 | $1.03M | 0.00% | +806+3.7% | Added |
| Nuveen Asset Management, LLC | 23,120 | $1.04M | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 27,302 | $1.23M | 0.00% | +8,662+46.5% | Added |
| Brandywine Global Investment Management, LLC | 28,646 | $1.29M | 0.01% | −1,316−4.4% | Reduced |
| Two Sigma Advisers, LP | 29,700 | $1.34M | 0.00% | +12,200+69.7% | Added |
| Bridgeway Capital Management, LLC | 29,961 | $1.35M | 0.03% | +1,260+4.4% | Added |
| First Trust Advisors LP | 30,778 | $1.39M | 0.00% | −1,822−5.6% | Reduced |
| Russell Investments Group, Ltd. | 31,039 | $1.40M | 0.00% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 31,267 | $1.41M | 0.00% | +18,648+147.8% | Added |
| Charles Schwab Investment Management Inc | 36,287 | $1.63M | 0.00% | +10,998+43.5% | Added |
| Epoch Investment Partners, Inc. | 43,335 | $1.95M | 0.01% | −201,796−82.3% | Reduced |
| Bank of New York Mellon Corp | 52,423 | $2.36M | 0.00% | +3,282+6.7% | Added |
| ACR Alpine Capital Research, LLC | 60,860 | $2.74M | 0.08% | +12,125+24.9% | Added |
| Franklin Resources Inc | 70,273 | $3.16M | 0.00% | +84+0.1% | Added |
| Siena Capital Partners GP, LLC | 79,314 | $3.57M | 1.18% | 00.0% | Unchanged |
| Northern Trust Corp | 94,266 | $4.24M | 0.00% | −6,342−6.3% | Reduced |
| Renaissance Technologies LLC | 107,734 | $4.85M | 0.01% | +8,200+8.2% | Added |
| American Century Companies Inc | 145,412 | $6.54M | 0.00% | +27,388+23.2% | Added |
| State Street Corp | 192,066 | $8.64M | 0.00% | +8,323+4.5% | Added |
| Missouri Trust & Investment Co | 197,933 | $8.91M | 3.36% | −19,709−9.1% | Reduced |
| Geode Capital Management, LLC | 215,640 | $9.71M | 0.00% | +2,122+1.0% | Added |
| Raffles Associates LP | 242,292 | $10.9M | 12.28% | +3,000+1.3% | Added |
| Manufacturers Life Insurance Company, The | 265,100 | $11.9M | 0.01% | −9,893−3.6% | Reduced |
| Dimensional Fund Advisors LP | 354,318 | $15.9M | 0.00% | +16,085+4.8% | Added |
| FJ Capital Management LLC | 496,351 | $22.3M | 2.34% | −108,642−18.0% | Reduced |
| Vanguard Group Inc | 595,298 | $26.8M | 0.00% | +16,480+2.8% | Added |
| BlackRock Inc. | 705,018 | $31.7M | 0.00% | +25,714+3.8% | Added |
| FMR LLC | 854,663 | $38.5M | 0.00% | +21,758+2.6% | Added |