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, Q1 2025
Institutional positions in Southern Missouri Bancorp, Inc. as of Mar 31, 2025. 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
- 113
- −1 vs. Q4 2024
- Shares held
- 5.83M
- +32.4K (+0.6%) vs. Q4 2024
- Total value
- $303.1M
- −$29.3M (−8.8%) vs. Q4 2024
- New holders
- 10
- 34 more added
- Sold out
- 11
- 41 more reduced
1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Southern Missouri Bancorp, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 863,990 | $44.9M | 0.00% | +56,826+7.0% | Added |
| BlackRock, Inc. | 767,169 | $39.9M | 0.00% | −9,863−1.3% | Reduced |
| Vanguard Group Inc | 609,644 | $31.7M | 0.00% | +12,358+2.1% | Added |
| Dimensional Fund Advisors LP | 414,731 | $21.6M | 0.01% | +16,966+4.3% | Added |
| FJ Capital Management LLC | 352,105 | $18.3M | 1.90% | −12,595−3.5% | Reduced |
| Manufacturers Life Insurance Company, The | 257,418 | $13.4M | 0.01% | +1,669+0.7% | Added |
| American Century Companies Inc | 229,885 | $12.0M | 0.01% | +21,788+10.5% | Added |
| Raffles Associates LP | 229,249 | $11.9M | 14.52% | +163+0.1% | Added |
| Geode Capital Management, LLC | 219,862 | $11.4M | 0.00% | +4,318+2.0% | Added |
| State Street Corp | 207,717 | $10.8M | 0.00% | +2,768+1.4% | Added |
| Hotchkis & Wiley Capital Management LLC | 107,690 | $5.60M | 0.02% | +41,770+63.4% | Added |
| Franklin Resources Inc | 100,213 | $5.21M | 0.00% | −9,451−8.6% | Reduced |
| Renaissance Technologies LLC | 99,834 | $5.19M | 0.01% | +7,400+8.0% | Added |
| Northern Trust Corp | 94,075 | $4.89M | 0.00% | −4,520−4.6% | Reduced |
| Charles Schwab Investment Management Inc | 83,448 | $4.34M | 0.00% | −8,072−8.8% | Reduced |
| Siena Capital Partners GP, LLC | 79,314 | $4.13M | 1.23% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 68,080 | $3.54M | 0.00% | −17,953−20.9% | Reduced |
| Morgan Stanley | 56,362 | $2.93M | 0.00% | +387+0.7% | Added |
| ACR Alpine Capital Research, LLC | 48,543 | $2.53M | 0.05% | +1,067+2.2% | Added |
| Millennium Management LLC | 46,474 | $2.42M | 0.00% | +13,504+41.0% | Added |
| Bank of New York Mellon Corp | 45,909 | $2.39M | 0.00% | −90.0% | Reduced |
| Goldman Sachs Group Inc | 36,081 | $1.88M | 0.00% | −7,551−17.3% | Reduced |
| First Trust Advisors LP | 35,806 | $1.86M | 0.00% | −551−1.5% | Reduced |
| Bridgeway Capital Management, LLC | 33,546 | $1.75M | 0.04% | +1,702+5.3% | Added |
| Russell Investments Group, Ltd. | 31,039 | $1.61M | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 30,145 | $1.57M | 0.00% | −2,670−8.1% | Reduced |
| Epoch Investment Partners, Inc. | 27,310 | $1.42M | 0.01% | −25,683−48.5% | Reduced |
| Brandywine Global Investment Management, LLC | 25,832 | $1.34M | 0.01% | −1,107−4.1% | Reduced |
| Nuveen, LLC | 24,960 | $1.30M | 0.00% | +24,960 | New |
| Two Sigma Advisers, LP | 24,000 | $1.25M | 0.00% | −300−1.2% | Reduced |
| Empowered Funds, LLC | 22,546 | $1.17M | 0.02% | +1,702+8.2% | Added |
| Barclays PLC | 22,331 | $1.16M | 0.00% | −4,925−18.1% | Reduced |
| Ameriprise Financial Inc | 20,700 | $1.08M | 0.00% | +12,600+155.6% | Added |
| Victory Capital Management Inc | 20,380 | $1.06M | 0.00% | +1,488+7.9% | Added |
| Lazard Asset Management LLC | 19,937 | $1.04M | 0.00% | +16,395+462.9% | Added |
| Martingale Asset Management L P | 19,570 | $1.02M | 0.03% | −760−3.7% | Reduced |
| Swiss National Bank | 18,553 | $965.1K | 0.00% | −400−2.1% | Reduced |
| Qube Research & Technologies Ltd | 17,683 | $919.9K | 0.00% | +4,828+37.6% | Added |
| First Financial Bankshares Inc | 15,387 | $800.4K | 0.02% | 00.0% | Unchanged |
| Invesco Ltd. | 15,119 | $786.5K | 0.00% | −1,295−7.9% | Reduced |
| Rhumbline Advisers | 14,618 | $760.4K | 0.00% | −661−4.3% | Reduced |
| Kennedy Capital Management, Inc. | 14,389 | $748.5K | 0.02% | 00.0% | Unchanged |
| Jane Street Group, LLC | 14,230 | $740.2K | 0.00% | +14,230 | New |
| Two Sigma Investments, LP | 13,680 | $711.6K | 0.00% | −1,537−10.1% | Reduced |
| D. E. Shaw & Co., Inc. | 13,105 | $681.7K | 0.00% | +2,470+23.2% | Added |
| Balboa Wealth Partners | 12,775 | $664.5K | 0.16% | −3,567−21.8% | Reduced |
| Susquehanna International Group, LLP | 12,147 | $631.9K | 0.00% | +7,389+155.3% | Added |
| Independent Advisor Alliance | 11,855 | $616.7K | 0.02% | −10.0% | Reduced |
| Los Angeles Capital Management LLC | 11,610 | $604.0K | 0.00% | −1,740−13.0% | Reduced |
| Creative Planning | 11,151 | $580.1K | 0.00% | +2,805+33.6% | Added |
| BTC Capital Management, Inc. | 10,792 | $561.4K | 0.05% | 00.0% | Unchanged |
| Bank of America Corp | 10,622 | $552.6K | 0.00% | −2,109−16.6% | Reduced |
| Citadel Advisors LLC | 10,541 | $548.3K | 0.00% | −2,180−17.1% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 10,226 | $532.0K | 0.00% | +972+10.5% | Added |
| Dynamic Technology Lab Private Ltd | 9,931 | $517.0K | 0.07% | +9,931 | New |
| Alliancebernstein L.P. | 9,780 | $508.8K | 0.00% | −350−3.5% | Reduced |
| AQR Capital Management LLC | 9,623 | $500.6K | 0.00% | +5,306+122.9% | Added |
| Deutsche Bank AG | 8,995 | $467.9K | 0.00% | −933−9.4% | Reduced |
| California State Teachers Retirement System | 8,938 | $465.0K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 8,288 | $431.1K | 0.00% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 8,086 | $420.6K | 0.00% | +8,086 | New |
| HSBC Holdings PLC | 8,036 | $419.0K | 0.00% | −192−2.3% | Reduced |
| Citigroup Inc | 7,695 | $400.3K | 0.00% | −660−7.9% | Reduced |
| UBS Asset Management Americas Inc | 7,522 | $391.3K | 0.00% | +1,017+15.6% | Added |
| Welch & Forbes LLC | 6,099 | $317.3K | 0.00% | −442−6.8% | Reduced |
| UBS Group AG | 6,083 | $316.4K | 0.00% | −1,761−22.5% | Reduced |
| Royal Bank of Canada | 5,903 | $308.0K | 0.00% | −264−4.3% | Reduced |
| Intech Investment Management LLC | 5,911 | $307.5K | 0.00% | +1,749+42.0% | Added |
| Wells Fargo & Company | 5,704 | $296.7K | 0.00% | −396−6.5% | Reduced |
| Janus Henderson Group PLC | 5,667 | $296.5K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 5,681 | $295.5K | 0.00% | +234+4.3% | Added |
| Verition Fund Management LLC | 5,590 | $290.8K | 0.00% | +5,590 | New |
| SEI Investments Co | 5,564 | $289.4K | 0.00% | +5,564 | New |
| Simmons Bank | 5,540 | $288.2K | 0.02% | 00.0% | Unchanged |
| MetLife Investment Management | 5,472 | $284.7K | 0.00% | −105−1.9% | Reduced |
| Cetera Investment Advisers | 5,263 | $273.8K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 5,106 | $266.0K | 0.00% | +80+1.6% | Added |
| Voleon Capital Management LP | 4,897 | $254.7K | 0.02% | +4,897 | New |
| Enterprise Financial Services Corp | 4,798 | $249.6K | 0.15% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 4,655 | $242.2K | 0.00% | −69−1.5% | Reduced |
| Teacher Retirement System of Texas | 4,431 | $230.5K | 0.00% | −8,660−66.2% | Reduced |
| Price T Rowe Associates Inc | 4,190 | $218.0K | 0.00% | +369+9.7% | Added |
| New York State Common Retirement Fund | 4,180 | $217.4K | 0.00% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 4,097 | $213.0K | 0.00% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 3,933 | $204.6K | 0.00% | −10,992−73.6% | Reduced |
| BNP Paribas Arbitrage, SA | 3,239 | $168.5K | 0.00% | −511−13.6% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 2,612 | $135.9K | 0.00% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 2,400 | $124.8K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 2,065 | $107.4K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 1,800 | $93.6K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,000 | $52.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 983 | $51.1K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 617 | $32.1K | 0.00% | −70−10.2% | Reduced |
| CWM, LLC | 480 | $25.0K | 0.00% | +124+34.8% | Added |
| Great West Life Assurance Co | 343 | $18.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 324 | $17.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 318 | $16.5K | 0.00% | +18+6.0% | Added |
| Lindbrook Capital, LLC | 196 | $10.2K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 164 | $8.53K | 0.00% | −140−46.1% | Reduced |
| Simplex Trading, LLC | 118 | $6.00K | 0.00% | +118 | New |