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, Q3 2024
Institutional positions in Southern Missouri Bancorp, Inc. as of Sep 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
- 108
- +9 vs. Q2 2024
- Shares held
- 5.67M
- +842.6K (+17.4%) vs. Q2 2024
- Total value
- $320.6M
- +$103.3M (+47.5%) vs. Q2 2024
- New holders
- 17
- 43 more added
- Sold out
- 8
- 25 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Southern Missouri Bancorp, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 788,859 | $44.6M | 0.00% | −65,804−7.7% | Reduced |
| BlackRock, Inc. | 755,856 | $42.7M | 0.00% | +755,856 | New |
| Vanguard Group Inc | 607,826 | $34.3M | 0.00% | +12,528+2.1% | Added |
| FJ Capital Management LLC | 431,687 | $24.4M | 2.56% | −64,664−13.0% | Reduced |
| Dimensional Fund Advisors LP | 379,142 | $21.4M | 0.01% | +24,824+7.0% | Added |
| Manufacturers Life Insurance Company, The | 258,104 | $14.6M | 0.01% | −6,996−2.6% | Reduced |
| Raffles Associates LP | 233,047 | $13.2M | 13.51% | −9,245−3.8% | Reduced |
| Geode Capital Management, LLC | 217,753 | $12.3M | 0.00% | +2,113+1.0% | Added |
| State Street Corp | 198,201 | $11.2M | 0.00% | +6,135+3.2% | Added |
| American Century Companies Inc | 176,830 | $9.99M | 0.01% | +31,418+21.6% | Added |
| Franklin Resources Inc | 104,175 | $6.10M | 0.00% | +33,902+48.2% | Added |
| Renaissance Technologies LLC | 94,834 | $5.36M | 0.01% | −12,900−12.0% | Reduced |
| Northern Trust Corp | 93,873 | $5.30M | 0.00% | −393−0.4% | Reduced |
| Charles Schwab Investment Management Inc | 89,957 | $5.08M | 0.00% | +53,670+147.9% | Added |
| Siena Capital Partners GP, LLC | 79,314 | $4.48M | 1.29% | 00.0% | Unchanged |
| Hotchkis & Wiley Capital Management LLC | 65,320 | $3.69M | 0.01% | +65,320 | New |
| ACR Alpine Capital Research, LLC | 60,991 | $3.45M | 0.10% | +131+0.2% | Added |
| Epoch Investment Partners, Inc. | 52,713 | $2.98M | 0.01% | +9,378+21.6% | Added |
| Morgan Stanley | 50,090 | $2.83M | 0.00% | +29,030+137.8% | Added |
| Bank of New York Mellon Corp | 45,003 | $2.54M | 0.00% | −7,420−14.2% | Reduced |
| Goldman Sachs Group Inc | 40,215 | $2.27M | 0.00% | +21,548+115.4% | Added |
| First Trust Advisors LP | 39,740 | $2.24M | 0.00% | +8,962+29.1% | Added |
| Assenagon Asset Management S.A. | 36,889 | $2.08M | 0.00% | +18,756+103.4% | Added |
| Millennium Management LLC | 36,224 | $2.05M | 0.00% | +26,363+267.3% | Added |
| Acadian Asset Management LLC | 33,551 | $1.89M | 0.01% | +6,249+22.9% | Added |
| Russell Investments Group, Ltd. | 31,039 | $1.75M | 0.00% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 30,899 | $1.75M | 0.04% | +938+3.1% | Added |
| Brandywine Global Investment Management, LLC | 27,939 | $1.64M | 0.01% | −707−2.5% | Reduced |
| Nuveen Asset Management, LLC | 27,380 | $1.55M | 0.00% | +4,260+18.4% | Added |
| Two Sigma Advisers, LP | 25,800 | $1.46M | 0.00% | −3,900−13.1% | Reduced |
| Barclays PLC | 25,273 | $1.43M | 0.00% | +11,996+90.4% | Added |
| JPMorgan Chase & Co | 25,080 | $1.42M | 0.00% | +17,895+249.1% | Added |
| Two Sigma Investments, LP | 22,632 | $1.28M | 0.00% | −8,635−27.6% | Reduced |
| Martingale Asset Management L P | 20,330 | $1.15M | 0.03% | +11,370+126.9% | Added |
| Empowered Funds, LLC | 19,899 | $1.12M | 0.02% | +938+4.9% | Added |
| BKD Wealth Advisors, LLC | 19,709 | $1.11M | 0.03% | +19,709 | New |
| Gsa Capital Partners LLP | 19,642 | $1.11M | 0.08% | +9,566+94.9% | Added |
| Victory Capital Management Inc | 19,350 | $1.09M | 0.00% | −650−3.3% | Reduced |
| Swiss National Bank | 18,953 | $1.07M | 0.00% | 00.0% | Unchanged |
| Balboa Wealth Partners | 16,295 | $920.5K | 0.23% | +54+0.3% | Added |
| First Financial Bankshares Inc | 15,387 | $869.2K | 0.02% | 00.0% | Unchanged |
| Rhumbline Advisers | 15,174 | $857.2K | 0.00% | +827+5.8% | Added |
| Invesco Ltd. | 14,728 | $832.0K | 0.00% | −8,140−35.6% | Reduced |
| Los Angeles Capital Management LLC | 12,570 | $710.1K | 0.00% | +6,450+105.4% | Added |
| Independent Advisor Alliance | 11,855 | $669.7K | 0.02% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 11,801 | $666.6K | 0.00% | −1,686−12.5% | Reduced |
| Teacher Retirement System of Texas | 11,074 | $626.0K | 0.00% | +11,074 | New |
| BTC Capital Management, Inc. | 10,955 | $618.8K | 0.06% | −3,690−25.2% | Reduced |
| Thrivent Financial for Lutherans | 10,618 | $600.0K | 0.00% | +10,618 | New |
| Qube Research & Technologies Ltd | 10,318 | $582.9K | 0.00% | +1,409+15.8% | Added |
| Alliancebernstein L.P. | 10,130 | $572.2K | 0.00% | +1,800+21.6% | Added |
| California State Teachers Retirement System | 9,116 | $515.0K | 0.00% | −296−3.1% | Reduced |
| Umb Bank N A | 9,000 | $508.4K | 0.01% | 00.0% | Unchanged |
| Jane Street Group, LLC | 8,420 | $475.6K | 0.00% | +889+11.8% | Added |
| HSBC Holdings PLC | 8,468 | $471.0K | 0.00% | +8,468 | New |
| Legal & General Group Plc | 8,288 | $468.2K | 0.00% | +103+1.3% | Added |
| Ameriprise Financial Inc | 8,100 | $457.6K | 0.00% | +8,100 | New |
| Bank of America Corp | 8,081 | $456.5K | 0.00% | +754+10.3% | Added |
| Janus Henderson Group PLC | 8,071 | $455.3K | 0.00% | +2,404+42.4% | Added |
| Citigroup Inc | 7,353 | $415.4K | 0.00% | +4,863+195.3% | Added |
| Welch & Forbes LLC | 6,965 | $393.5K | 0.01% | 00.0% | Unchanged |
| Royal Bank of Canada | 6,788 | $383.0K | 0.00% | −1,035−13.2% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 6,707 | $378.9K | 0.00% | +6,707 | New |
| Creative Planning | 6,610 | $373.4K | 0.00% | +1,142+20.9% | Added |
| UBS Asset Management Americas Inc | 6,505 | $367.5K | 0.00% | −1,523−19.0% | Reduced |
| Deutsche Bank AG | 6,414 | $362.3K | 0.00% | +1,836+40.1% | Added |
| UBS Group AG | 6,373 | $360.0K | 0.00% | +1,711+36.7% | Added |
| Triune Financial Partners, LLC | 5,798 | $327.5K | 0.10% | 00.0% | Unchanged |
| Simmons Bank | 5,540 | $313.0K | 0.02% | 00.0% | Unchanged |
| Cetera Investment Advisers | 5,263 | $297.3K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 5,219 | $294.8K | 0.00% | +338+6.9% | Added |
| MetLife Investment Management | 5,186 | $293.0K | 0.00% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 5,081 | $287.0K | 0.00% | −31−0.6% | Reduced |
| Zacks Investment Management | 4,840 | $273.4K | 0.00% | +4,840 | New |
| Enterprise Financial Services Corp | 4,798 | $271.0K | 0.16% | −500−9.4% | Reduced |
| Trexquant Investment LP | 4,781 | $270.1K | 0.00% | +4,781 | New |
| BNP Paribas Arbitrage, SA | 4,673 | $264.0K | 0.00% | +2,722+139.5% | Added |
| Wells Fargo & Company | 4,361 | $246.4K | 0.00% | +186+4.5% | Added |
| Occudo Quantitative Strategies LP | 4,310 | $243.5K | 0.04% | +4,310 | New |
| New York State Common Retirement Fund | 4,180 | $236.1K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 4,132 | $233.0K | 0.00% | +4,132 | New |
| Smith, Moore & Co. | 4,118 | $232.6K | 0.02% | −3,059−42.6% | Reduced |
| Bailard, Inc. | 4,050 | $228.8K | 0.01% | −2,462−37.8% | Reduced |
| SEI Investments Co | 3,865 | $218.3K | 0.00% | +3,865 | New |
| Voya Investment Management LLC | 3,750 | $211.8K | 0.00% | +3,750 | New |
| Federated Hermes, Inc. | 2,065 | $116.7K | 0.00% | −10.0% | Reduced |
| STRS Ohio | 1,800 | $101.7K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 1,431 | $80.0K | 0.00% | +1,431 | New |
| The PNC Financial Services Group, Inc. | 1,000 | $56.5K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 983 | $55.5K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 714 | $40.3K | 0.00% | +80+12.6% | Added |
| Tower Research Capital LLC (TRC) | 701 | $39.6K | 0.00% | −1,167−62.5% | Reduced |
| Picton Mahoney Asset Management | 378 | $21.0K | 0.00% | +155+69.5% | Added |
| Great West Life Assurance Co | 343 | $19.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 336 | $19.0K | 0.00% | +130+63.1% | Added |
| Amalgamated Bank | 324 | $18.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 219 | $12.4K | 0.00% | −367−62.6% | Reduced |
| Missouri Trust & Investment Co | 200 | $11.3K | 0.00% | −197,733−99.9% | Reduced |
| Lindbrook Capital, LLC | 196 | $11.1K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 95 | $5.37K | 0.00% | 00.0% | Unchanged |