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, Q4 2024
Institutional positions in Southern Missouri Bancorp, Inc. as of Dec 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
- 115
- +7 vs. Q3 2024
- Shares held
- 5.82M
- +146.7K (+2.6%) vs. Q3 2024
- Total value
- $333.8M
- +$13.1M (+4.1%) vs. Q3 2024
- New holders
- 16
- 41 more added
- Sold out
- 9
- 33 more reduced
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Southern Missouri Bancorp, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 807,164 | $46.3M | 0.00% | +18,305+2.3% | Added |
| BlackRock, Inc. | 777,032 | $44.6M | 0.00% | +21,176+2.8% | Added |
| Vanguard Group Inc | 597,286 | $34.3M | 0.00% | −10,540−1.7% | Reduced |
| Dimensional Fund Advisors LP | 397,765 | $22.8M | 0.01% | +18,623+4.9% | Added |
| FJ Capital Management LLC | 364,700 | $20.9M | 2.43% | −66,987−15.5% | Reduced |
| Manufacturers Life Insurance Company, The | 255,749 | $14.7M | 0.01% | −2,355−0.9% | Reduced |
| Raffles Associates LP | 229,086 | $13.1M | 14.16% | −3,961−1.7% | Reduced |
| Geode Capital Management, LLC | 215,544 | $12.4M | 0.00% | −2,209−1.0% | Reduced |
| American Century Companies Inc | 208,097 | $11.9M | 0.01% | +31,267+17.7% | Added |
| State Street Corp | 204,949 | $11.8M | 0.00% | +6,748+3.4% | Added |
| Franklin Resources Inc | 109,664 | $6.29M | 0.00% | +5,489+5.3% | Added |
| Northern Trust Corp | 98,595 | $5.66M | 0.00% | +4,722+5.0% | Added |
| Renaissance Technologies LLC | 92,434 | $5.30M | 0.01% | −2,400−2.5% | Reduced |
| Charles Schwab Investment Management Inc | 91,520 | $5.25M | 0.00% | +1,563+1.7% | Added |
| Mercer Global Advisors Inc | 91,128 | $5.23M | 0.01% | +91,128 | New |
| JPMorgan Chase & Co | 86,033 | $4.94M | 0.00% | +60,953+243.0% | Added |
| Siena Capital Partners GP, LLC | 79,314 | $4.55M | 1.26% | 00.0% | Unchanged |
| Hotchkis & Wiley Capital Management LLC | 65,920 | $3.78M | 0.01% | +600+0.9% | Added |
| Morgan Stanley | 55,975 | $3.21M | 0.00% | +5,885+11.7% | Added |
| Epoch Investment Partners, Inc. | 52,993 | $3.04M | 0.01% | +280+0.5% | Added |
| ACR Alpine Capital Research, LLC | 47,476 | $2.72M | 0.06% | −13,515−22.2% | Reduced |
| Bank of New York Mellon Corp | 45,918 | $2.63M | 0.00% | +915+2.0% | Added |
| Goldman Sachs Group Inc | 43,632 | $2.50M | 0.00% | +3,417+8.5% | Added |
| First Trust Advisors LP | 36,357 | $2.09M | 0.00% | −3,383−8.5% | Reduced |
| Millennium Management LLC | 32,970 | $1.89M | 0.00% | −3,254−9.0% | Reduced |
| Acadian Asset Management LLC | 32,815 | $1.88M | 0.01% | −736−2.2% | Reduced |
| Bridgeway Capital Management, LLC | 31,844 | $1.83M | 0.04% | +945+3.1% | Added |
| Russell Investments Group, Ltd. | 31,039 | $1.78M | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 27,256 | $1.56M | 0.00% | +1,983+7.8% | Added |
| Brandywine Global Investment Management, LLC | 26,939 | $1.55M | 0.01% | −1,000−3.6% | Reduced |
| Two Sigma Advisers, LP | 24,300 | $1.39M | 0.00% | −1,500−5.8% | Reduced |
| Nuveen Asset Management, LLC | 23,120 | $1.33M | 0.00% | −4,260−15.6% | Reduced |
| Empowered Funds, LLC | 20,844 | $1.20M | 0.02% | +945+4.7% | Added |
| Martingale Asset Management L P | 20,330 | $1.17M | 0.03% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 19,909 | $1.14M | 0.03% | +200+1.0% | Added |
| Swiss National Bank | 18,953 | $1.09M | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 18,892 | $1.08M | 0.00% | −458−2.4% | Reduced |
| Invesco Ltd. | 16,414 | $941.7K | 0.00% | +1,686+11.4% | Added |
| Balboa Wealth Partners | 16,342 | $937.5K | 0.21% | +47+0.3% | Added |
| First Financial Bankshares Inc | 15,387 | $882.8K | 0.02% | 00.0% | Unchanged |
| Rhumbline Advisers | 15,279 | $876.5K | 0.00% | +105+0.7% | Added |
| Two Sigma Investments, LP | 15,217 | $873.0K | 0.00% | −7,415−32.8% | Reduced |
| Assenagon Asset Management S.A. | 14,925 | $856.2K | 0.00% | −21,964−59.5% | Reduced |
| Kennedy Capital Management, Inc. | 14,389 | $825.5K | 0.02% | +14,389 | New |
| Los Angeles Capital Management LLC | 13,350 | $765.9K | 0.00% | +780+6.2% | Added |
| Teacher Retirement System of Texas | 13,091 | $751.0K | 0.00% | +2,017+18.2% | Added |
| Qube Research & Technologies Ltd | 12,855 | $737.5K | 0.00% | +2,537+24.6% | Added |
| Bank of America Corp | 12,731 | $730.4K | 0.00% | +4,650+57.5% | Added |
| Citadel Advisors LLC | 12,721 | $729.8K | 0.00% | +12,721 | New |
| Independent Advisor Alliance | 11,856 | $680.2K | 0.01% | +10.0% | Added |
| BTC Capital Management, Inc. | 10,792 | $619.1K | 0.06% | −163−1.5% | Reduced |
| D. E. Shaw & Co., Inc. | 10,635 | $610.1K | 0.00% | −1,166−9.9% | Reduced |
| Alliancebernstein L.P. | 10,130 | $581.2K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 9,928 | $569.6K | 0.00% | +3,514+54.8% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 9,254 | $530.9K | 0.00% | +2,547+38.0% | Added |
| California State Teachers Retirement System | 8,938 | $512.8K | 0.00% | −178−2.0% | Reduced |
| Citigroup Inc | 8,355 | $479.3K | 0.00% | +1,002+13.6% | Added |
| Creative Planning | 8,346 | $478.8K | 0.00% | +1,736+26.3% | Added |
| Legal & General Group Plc | 8,288 | $475.5K | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 8,228 | $472.5K | 0.00% | −240−2.8% | Reduced |
| Ameriprise Financial Inc | 8,100 | $464.7K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 7,844 | $450.0K | 0.00% | +1,471+23.1% | Added |
| Welch & Forbes LLC | 6,541 | $375.3K | 0.00% | −424−6.1% | Reduced |
| UBS Asset Management Americas Inc | 6,505 | $373.2K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 6,167 | $354.0K | 0.00% | −621−9.1% | Reduced |
| Wells Fargo & Company | 6,100 | $349.9K | 0.00% | +1,739+39.9% | Added |
| Janus Henderson Group PLC | 5,667 | $325.4K | 0.00% | −2,404−29.8% | Reduced |
| MetLife Investment Management | 5,577 | $320.0K | 0.00% | +391+7.5% | Added |
| Simmons Bank | 5,540 | $317.8K | 0.02% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 5,447 | $312.5K | 0.00% | +228+4.4% | Added |
| Cetera Investment Advisers | 5,263 | $301.9K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 5,026 | $288.0K | 0.00% | +894+21.6% | Added |
| Zacks Investment Management | 4,840 | $277.7K | 0.00% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 4,798 | $275.3K | 0.15% | 00.0% | Unchanged |
| Quest Partners LLC | 4,765 | $273.4K | 0.04% | +4,765 | New |
| Susquehanna International Group, LLP | 4,758 | $273.0K | 0.00% | +4,758 | New |
| Corebridge Financial, Inc. | 4,724 | $271.0K | 0.00% | −357−7.0% | Reduced |
| Gsa Capital Partners LLP | 4,709 | $270.0K | 0.02% | −14,933−76.0% | Reduced |
| AQR Capital Management LLC | 4,317 | $247.7K | 0.00% | +4,317 | New |
| New York State Common Retirement Fund | 4,180 | $239.8K | 0.00% | 00.0% | Unchanged |
| Intech Investment Management LLC | 4,162 | $238.8K | 0.00% | +4,162 | New |
| Thrivent Financial for Lutherans | 4,097 | $235.0K | 0.00% | −6,521−61.4% | Reduced |
| Price T Rowe Associates Inc | 3,821 | $220.0K | 0.00% | +3,821 | New |
| BNP Paribas Arbitrage, SA | 3,750 | $215.1K | 0.00% | −923−19.8% | Reduced |
| Quadrature Capital Ltd | 3,710 | $213.3K | 0.00% | +3,710 | New |
| Smith, Moore & Co. | 3,617 | $207.5K | 0.02% | −501−12.2% | Reduced |
| Occudo Quantitative Strategies LP | 3,602 | $206.6K | 0.04% | −708−16.4% | Reduced |
| Lazard Asset Management LLC | 3,542 | $202.0K | 0.00% | +2,111+147.5% | Added |
| Police & Firemen's Retirement System of New Jersey | 2,612 | $149.8K | 0.00% | +2,612 | New |
| KLP Kapitalforvaltning AS | 2,400 | $137.7K | 0.00% | +2,400 | New |
| Federated Hermes, Inc. | 2,065 | $118.5K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 1,800 | $103.3K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 1,288 | $73.9K | 0.00% | +1,288 | New |
| The PNC Financial Services Group, Inc. | 1,000 | $57.4K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 983 | $56.4K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 687 | $39.4K | 0.00% | −27−3.8% | Reduced |
| Picton Mahoney Asset Management | 488 | $28.0K | 0.00% | +110+29.1% | Added |
| Great West Life Assurance Co | 343 | $20.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 356 | $20.0K | 0.00% | +20+6.0% | Added |
| Amalgamated Bank | 324 | $19.0K | 0.00% | 00.0% | Unchanged |