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 |
|---|---|---|---|---|---|
| EverSource Wealth Advisors, LLC | 1 | $57 | 0.00% | +1 | New |
| US Bancorp | 4 | $229 | 0.00% | −6−60.0% | Reduced |
| IFP Advisors, Inc | 0 | $229 | 0.00% | 0 | New |
| Allworth Financial LP | 7 | $394 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 15 | $861 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 15 | $861 | 0.00% | +15 | New |
| Huntington National Bank | 23 | $1.32K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 44 | $3.00K | 0.00% | +22+100.0% | Added |
| GAMMA Investing LLC | 61 | $3.50K | 0.00% | +12+24.5% | Added |
| Versant Capital Management, Inc | 83 | $4.76K | 0.00% | +83 | New |
| Signaturefd, LLC | 95 | $5.45K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 189 | $10.8K | 0.00% | −30−13.7% | Reduced |
| Lindbrook Capital, LLC | 196 | $11.2K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 300 | $17.2K | 0.00% | −401−57.2% | Reduced |
| Sterling Capital Management LLC | 304 | $17.4K | 0.00% | +270+794.1% | Added |
| Amalgamated Bank | 324 | $19.0K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 343 | $20.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 356 | $20.0K | 0.00% | +20+6.0% | Added |
| Picton Mahoney Asset Management | 488 | $28.0K | 0.00% | +110+29.1% | Added |
| Quadrant Capital Group LLC | 687 | $39.4K | 0.00% | −27−3.8% | Reduced |
| Ameritas Investment Partners, Inc. | 983 | $56.4K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,000 | $57.4K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 1,288 | $73.9K | 0.00% | +1,288 | New |
| STRS Ohio | 1,800 | $103.3K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 2,065 | $118.5K | 0.00% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 2,400 | $137.7K | 0.00% | +2,400 | New |
| Police & Firemen's Retirement System of New Jersey | 2,612 | $149.8K | 0.00% | +2,612 | New |
| Lazard Asset Management LLC | 3,542 | $202.0K | 0.00% | +2,111+147.5% | Added |
| Occudo Quantitative Strategies LP | 3,602 | $206.6K | 0.04% | −708−16.4% | Reduced |
| Smith, Moore & Co. | 3,617 | $207.5K | 0.02% | −501−12.2% | Reduced |
| Quadrature Capital Ltd | 3,710 | $213.3K | 0.00% | +3,710 | New |
| BNP Paribas Arbitrage, SA | 3,750 | $215.1K | 0.00% | −923−19.8% | Reduced |
| Price T Rowe Associates Inc | 3,821 | $220.0K | 0.00% | +3,821 | New |
| Thrivent Financial for Lutherans | 4,097 | $235.0K | 0.00% | −6,521−61.4% | Reduced |
| Intech Investment Management LLC | 4,162 | $238.8K | 0.00% | +4,162 | New |
| New York State Common Retirement Fund | 4,180 | $239.8K | 0.00% | 00.0% | Unchanged |
| AQR Capital Management LLC | 4,317 | $247.7K | 0.00% | +4,317 | New |
| Gsa Capital Partners LLP | 4,709 | $270.0K | 0.02% | −14,933−76.0% | Reduced |
| Corebridge Financial, Inc. | 4,724 | $271.0K | 0.00% | −357−7.0% | Reduced |
| Susquehanna International Group, LLP | 4,758 | $273.0K | 0.00% | +4,758 | New |
| Quest Partners LLC | 4,765 | $273.4K | 0.04% | +4,765 | New |
| Enterprise Financial Services Corp | 4,798 | $275.3K | 0.15% | 00.0% | Unchanged |
| Zacks Investment Management | 4,840 | $277.7K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 5,026 | $288.0K | 0.00% | +894+21.6% | Added |
| Cetera Investment Advisers | 5,263 | $301.9K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 5,447 | $312.5K | 0.00% | +228+4.4% | Added |
| Simmons Bank | 5,540 | $317.8K | 0.02% | 00.0% | Unchanged |
| MetLife Investment Management | 5,577 | $320.0K | 0.00% | +391+7.5% | Added |
| Janus Henderson Group PLC | 5,667 | $325.4K | 0.00% | −2,404−29.8% | Reduced |
| Wells Fargo & Company | 6,100 | $349.9K | 0.00% | +1,739+39.9% | Added |
| Royal Bank of Canada | 6,167 | $354.0K | 0.00% | −621−9.1% | Reduced |
| UBS Asset Management Americas Inc | 6,505 | $373.2K | 0.00% | 00.0% | Unchanged |
| Welch & Forbes LLC | 6,541 | $375.3K | 0.00% | −424−6.1% | Reduced |
| UBS Group AG | 7,844 | $450.0K | 0.00% | +1,471+23.1% | Added |
| Ameriprise Financial Inc | 8,100 | $464.7K | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 8,228 | $472.5K | 0.00% | −240−2.8% | Reduced |
| Legal & General Group Plc | 8,288 | $475.5K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 8,346 | $478.8K | 0.00% | +1,736+26.3% | Added |
| Citigroup Inc | 8,355 | $479.3K | 0.00% | +1,002+13.6% | Added |
| California State Teachers Retirement System | 8,938 | $512.8K | 0.00% | −178−2.0% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 9,254 | $530.9K | 0.00% | +2,547+38.0% | Added |
| Deutsche Bank AG | 9,928 | $569.6K | 0.00% | +3,514+54.8% | Added |
| Alliancebernstein L.P. | 10,130 | $581.2K | 0.00% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 10,635 | $610.1K | 0.00% | −1,166−9.9% | Reduced |
| BTC Capital Management, Inc. | 10,792 | $619.1K | 0.06% | −163−1.5% | Reduced |
| Independent Advisor Alliance | 11,856 | $680.2K | 0.01% | +10.0% | Added |
| Citadel Advisors LLC | 12,721 | $729.8K | 0.00% | +12,721 | New |
| Bank of America Corp | 12,731 | $730.4K | 0.00% | +4,650+57.5% | Added |
| Qube Research & Technologies Ltd | 12,855 | $737.5K | 0.00% | +2,537+24.6% | Added |
| Teacher Retirement System of Texas | 13,091 | $751.0K | 0.00% | +2,017+18.2% | Added |
| Los Angeles Capital Management LLC | 13,350 | $765.9K | 0.00% | +780+6.2% | Added |
| Kennedy Capital Management, Inc. | 14,389 | $825.5K | 0.02% | +14,389 | New |
| Assenagon Asset Management S.A. | 14,925 | $856.2K | 0.00% | −21,964−59.5% | Reduced |
| Two Sigma Investments, LP | 15,217 | $873.0K | 0.00% | −7,415−32.8% | Reduced |
| Rhumbline Advisers | 15,279 | $876.5K | 0.00% | +105+0.7% | Added |
| First Financial Bankshares Inc | 15,387 | $882.8K | 0.02% | 00.0% | Unchanged |
| Balboa Wealth Partners | 16,342 | $937.5K | 0.21% | +47+0.3% | Added |
| Invesco Ltd. | 16,414 | $941.7K | 0.00% | +1,686+11.4% | Added |
| Victory Capital Management Inc | 18,892 | $1.08M | 0.00% | −458−2.4% | Reduced |
| Swiss National Bank | 18,953 | $1.09M | 0.00% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 19,909 | $1.14M | 0.03% | +200+1.0% | Added |
| Martingale Asset Management L P | 20,330 | $1.17M | 0.03% | 00.0% | Unchanged |
| Empowered Funds, LLC | 20,844 | $1.20M | 0.02% | +945+4.7% | Added |
| Nuveen Asset Management, LLC | 23,120 | $1.33M | 0.00% | −4,260−15.6% | Reduced |
| Two Sigma Advisers, LP | 24,300 | $1.39M | 0.00% | −1,500−5.8% | Reduced |
| Brandywine Global Investment Management, LLC | 26,939 | $1.55M | 0.01% | −1,000−3.6% | Reduced |
| Barclays PLC | 27,256 | $1.56M | 0.00% | +1,983+7.8% | Added |
| Russell Investments Group, Ltd. | 31,039 | $1.78M | 0.00% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 31,844 | $1.83M | 0.04% | +945+3.1% | Added |
| Acadian Asset Management LLC | 32,815 | $1.88M | 0.01% | −736−2.2% | Reduced |
| Millennium Management LLC | 32,970 | $1.89M | 0.00% | −3,254−9.0% | Reduced |
| First Trust Advisors LP | 36,357 | $2.09M | 0.00% | −3,383−8.5% | Reduced |
| Goldman Sachs Group Inc | 43,632 | $2.50M | 0.00% | +3,417+8.5% | Added |
| Bank of New York Mellon Corp | 45,918 | $2.63M | 0.00% | +915+2.0% | Added |
| ACR Alpine Capital Research, LLC | 47,476 | $2.72M | 0.06% | −13,515−22.2% | Reduced |
| Epoch Investment Partners, Inc. | 52,993 | $3.04M | 0.01% | +280+0.5% | Added |
| Morgan Stanley | 55,975 | $3.21M | 0.00% | +5,885+11.7% | Added |
| Hotchkis & Wiley Capital Management LLC | 65,920 | $3.78M | 0.01% | +600+0.9% | Added |
| Siena Capital Partners GP, LLC | 79,314 | $4.55M | 1.26% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 86,033 | $4.94M | 0.00% | +60,953+243.0% | Added |