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 |
|---|---|---|---|---|---|
| Allworth Financial LP | 7 | $396 | 0.00% | 00.0% | Unchanged |
| US Bancorp | 10 | $565 | 0.00% | +6+150.0% | Added |
| Nisa Investment Advisors, LLC | 15 | $847 | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 16 | $904 | 0.00% | +16 | New |
| Covestor Ltd | 22 | $1.00K | 0.00% | +4+22.2% | Added |
| Huntington National Bank | 23 | $1.30K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 34 | $1.92K | 0.00% | +34 | New |
| GAMMA Investing LLC | 49 | $2.77K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 95 | $5.37K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 196 | $11.1K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 200 | $11.3K | 0.00% | −197,733−99.9% | Reduced |
| Advisor Group Holdings, Inc. | 219 | $12.4K | 0.00% | −367−62.6% | Reduced |
| Amalgamated Bank | 324 | $18.0K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 343 | $19.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 336 | $19.0K | 0.00% | +130+63.1% | Added |
| Picton Mahoney Asset Management | 378 | $21.0K | 0.00% | +155+69.5% | Added |
| Tower Research Capital LLC (TRC) | 701 | $39.6K | 0.00% | −1,167−62.5% | Reduced |
| Quadrant Capital Group LLC | 714 | $40.3K | 0.00% | +80+12.6% | Added |
| Ameritas Investment Partners, Inc. | 983 | $55.5K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,000 | $56.5K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 1,431 | $80.0K | 0.00% | +1,431 | New |
| STRS Ohio | 1,800 | $101.7K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 2,065 | $116.7K | 0.00% | −10.0% | Reduced |
| Voya Investment Management LLC | 3,750 | $211.8K | 0.00% | +3,750 | New |
| SEI Investments Co | 3,865 | $218.3K | 0.00% | +3,865 | New |
| Bailard, Inc. | 4,050 | $228.8K | 0.01% | −2,462−37.8% | Reduced |
| Smith, Moore & Co. | 4,118 | $232.6K | 0.02% | −3,059−42.6% | Reduced |
| SG Americas Securities, LLC | 4,132 | $233.0K | 0.00% | +4,132 | New |
| New York State Common Retirement Fund | 4,180 | $236.1K | 0.00% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 4,310 | $243.5K | 0.04% | +4,310 | New |
| Wells Fargo & Company | 4,361 | $246.4K | 0.00% | +186+4.5% | Added |
| BNP Paribas Arbitrage, SA | 4,673 | $264.0K | 0.00% | +2,722+139.5% | Added |
| Trexquant Investment LP | 4,781 | $270.1K | 0.00% | +4,781 | New |
| Enterprise Financial Services Corp | 4,798 | $271.0K | 0.16% | −500−9.4% | Reduced |
| Zacks Investment Management | 4,840 | $273.4K | 0.00% | +4,840 | New |
| Corebridge Financial, Inc. | 5,081 | $287.0K | 0.00% | −31−0.6% | Reduced |
| MetLife Investment Management | 5,186 | $293.0K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 5,219 | $294.8K | 0.00% | +338+6.9% | Added |
| Cetera Investment Advisers | 5,263 | $297.3K | 0.00% | 00.0% | Unchanged |
| Simmons Bank | 5,540 | $313.0K | 0.02% | 00.0% | Unchanged |
| Triune Financial Partners, LLC | 5,798 | $327.5K | 0.10% | 00.0% | Unchanged |
| UBS Group AG | 6,373 | $360.0K | 0.00% | +1,711+36.7% | Added |
| Deutsche Bank AG | 6,414 | $362.3K | 0.00% | +1,836+40.1% | Added |
| UBS Asset Management Americas Inc | 6,505 | $367.5K | 0.00% | −1,523−19.0% | Reduced |
| Creative Planning | 6,610 | $373.4K | 0.00% | +1,142+20.9% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 6,707 | $378.9K | 0.00% | +6,707 | New |
| Royal Bank of Canada | 6,788 | $383.0K | 0.00% | −1,035−13.2% | Reduced |
| Welch & Forbes LLC | 6,965 | $393.5K | 0.01% | 00.0% | Unchanged |
| Citigroup Inc | 7,353 | $415.4K | 0.00% | +4,863+195.3% | Added |
| Janus Henderson Group PLC | 8,071 | $455.3K | 0.00% | +2,404+42.4% | Added |
| Bank of America Corp | 8,081 | $456.5K | 0.00% | +754+10.3% | Added |
| Ameriprise Financial Inc | 8,100 | $457.6K | 0.00% | +8,100 | New |
| Legal & General Group Plc | 8,288 | $468.2K | 0.00% | +103+1.3% | Added |
| HSBC Holdings PLC | 8,468 | $471.0K | 0.00% | +8,468 | New |
| Jane Street Group, LLC | 8,420 | $475.6K | 0.00% | +889+11.8% | Added |
| Umb Bank N A | 9,000 | $508.4K | 0.01% | 00.0% | Unchanged |
| California State Teachers Retirement System | 9,116 | $515.0K | 0.00% | −296−3.1% | Reduced |
| Alliancebernstein L.P. | 10,130 | $572.2K | 0.00% | +1,800+21.6% | Added |
| Qube Research & Technologies Ltd | 10,318 | $582.9K | 0.00% | +1,409+15.8% | Added |
| Thrivent Financial for Lutherans | 10,618 | $600.0K | 0.00% | +10,618 | New |
| BTC Capital Management, Inc. | 10,955 | $618.8K | 0.06% | −3,690−25.2% | Reduced |
| Teacher Retirement System of Texas | 11,074 | $626.0K | 0.00% | +11,074 | New |
| D. E. Shaw & Co., Inc. | 11,801 | $666.6K | 0.00% | −1,686−12.5% | Reduced |
| Independent Advisor Alliance | 11,855 | $669.7K | 0.02% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 12,570 | $710.1K | 0.00% | +6,450+105.4% | Added |
| Invesco Ltd. | 14,728 | $832.0K | 0.00% | −8,140−35.6% | Reduced |
| Rhumbline Advisers | 15,174 | $857.2K | 0.00% | +827+5.8% | Added |
| First Financial Bankshares Inc | 15,387 | $869.2K | 0.02% | 00.0% | Unchanged |
| Balboa Wealth Partners | 16,295 | $920.5K | 0.23% | +54+0.3% | Added |
| Swiss National Bank | 18,953 | $1.07M | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 19,350 | $1.09M | 0.00% | −650−3.3% | Reduced |
| Gsa Capital Partners LLP | 19,642 | $1.11M | 0.08% | +9,566+94.9% | Added |
| BKD Wealth Advisors, LLC | 19,709 | $1.11M | 0.03% | +19,709 | New |
| Empowered Funds, LLC | 19,899 | $1.12M | 0.02% | +938+4.9% | Added |
| Martingale Asset Management L P | 20,330 | $1.15M | 0.03% | +11,370+126.9% | Added |
| Two Sigma Investments, LP | 22,632 | $1.28M | 0.00% | −8,635−27.6% | Reduced |
| JPMorgan Chase & Co | 25,080 | $1.42M | 0.00% | +17,895+249.1% | Added |
| Barclays PLC | 25,273 | $1.43M | 0.00% | +11,996+90.4% | Added |
| Two Sigma Advisers, LP | 25,800 | $1.46M | 0.00% | −3,900−13.1% | Reduced |
| Nuveen Asset Management, LLC | 27,380 | $1.55M | 0.00% | +4,260+18.4% | Added |
| Brandywine Global Investment Management, LLC | 27,939 | $1.64M | 0.01% | −707−2.5% | Reduced |
| Bridgeway Capital Management, LLC | 30,899 | $1.75M | 0.04% | +938+3.1% | Added |
| Russell Investments Group, Ltd. | 31,039 | $1.75M | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 33,551 | $1.89M | 0.01% | +6,249+22.9% | Added |
| Millennium Management LLC | 36,224 | $2.05M | 0.00% | +26,363+267.3% | Added |
| Assenagon Asset Management S.A. | 36,889 | $2.08M | 0.00% | +18,756+103.4% | Added |
| First Trust Advisors LP | 39,740 | $2.24M | 0.00% | +8,962+29.1% | Added |
| Goldman Sachs Group Inc | 40,215 | $2.27M | 0.00% | +21,548+115.4% | Added |
| Bank of New York Mellon Corp | 45,003 | $2.54M | 0.00% | −7,420−14.2% | Reduced |
| Morgan Stanley | 50,090 | $2.83M | 0.00% | +29,030+137.8% | Added |
| Epoch Investment Partners, Inc. | 52,713 | $2.98M | 0.01% | +9,378+21.6% | Added |
| ACR Alpine Capital Research, LLC | 60,991 | $3.45M | 0.10% | +131+0.2% | Added |
| Hotchkis & Wiley Capital Management LLC | 65,320 | $3.69M | 0.01% | +65,320 | New |
| Siena Capital Partners GP, LLC | 79,314 | $4.48M | 1.29% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 89,957 | $5.08M | 0.00% | +53,670+147.9% | Added |
| Northern Trust Corp | 93,873 | $5.30M | 0.00% | −393−0.4% | Reduced |
| Renaissance Technologies LLC | 94,834 | $5.36M | 0.01% | −12,900−12.0% | Reduced |
| Franklin Resources Inc | 104,175 | $6.10M | 0.00% | +33,902+48.2% | Added |
| American Century Companies Inc | 176,830 | $9.99M | 0.01% | +31,418+21.6% | Added |
| State Street Corp | 198,201 | $11.2M | 0.00% | +6,135+3.2% | Added |