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 |
|---|---|---|---|---|---|
| Quest Partners LLC | 1 | $52 | 0.00% | −4,764−100.0% | Reduced |
| True Wealth Design, LLC | 3 | $157 | 0.00% | +3 | New |
| IFP Advisors, Inc | 0 | $208 | 0.00% | 0 | Unchanged |
| Allworth Financial LP | 7 | $371 | 0.00% | 00.0% | Unchanged |
| US Bancorp | 11 | $572 | 0.00% | +7+175.0% | Added |
| Nisa Investment Advisors, LLC | 15 | $780 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 15 | $781 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 29 | $1.51K | 0.00% | +6+26.1% | Added |
| Covestor Ltd | 32 | $2.00K | 0.00% | −12−27.3% | Reduced |
| Jones Financial Companies LLLP | 72 | $3.75K | 0.00% | +72 | New |
| Versant Capital Management, Inc | 83 | $4.32K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 88 | $4.58K | 0.00% | +27+44.3% | Added |
| Signaturefd, LLC | 95 | $4.94K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 118 | $6.00K | 0.00% | +118 | New |
| Sterling Capital Management LLC | 164 | $8.53K | 0.00% | −140−46.1% | Reduced |
| Lindbrook Capital, LLC | 196 | $10.2K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 318 | $16.5K | 0.00% | +18+6.0% | Added |
| Amalgamated Bank | 324 | $17.0K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 343 | $18.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 480 | $25.0K | 0.00% | +124+34.8% | Added |
| Quadrant Capital Group LLC | 617 | $32.1K | 0.00% | −70−10.2% | Reduced |
| Ameritas Investment Partners, Inc. | 983 | $51.1K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,000 | $52.0K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 1,800 | $93.6K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 2,065 | $107.4K | 0.00% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 2,400 | $124.8K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 2,612 | $135.9K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 3,239 | $168.5K | 0.00% | −511−13.6% | Reduced |
| Assenagon Asset Management S.A. | 3,933 | $204.6K | 0.00% | −10,992−73.6% | Reduced |
| Thrivent Financial for Lutherans | 4,097 | $213.0K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 4,180 | $217.4K | 0.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 4,190 | $218.0K | 0.00% | +369+9.7% | Added |
| Teacher Retirement System of Texas | 4,431 | $230.5K | 0.00% | −8,660−66.2% | Reduced |
| Corebridge Financial, Inc. | 4,655 | $242.2K | 0.00% | −69−1.5% | Reduced |
| Enterprise Financial Services Corp | 4,798 | $249.6K | 0.15% | 00.0% | Unchanged |
| Voleon Capital Management LP | 4,897 | $254.7K | 0.02% | +4,897 | New |
| SG Americas Securities, LLC | 5,106 | $266.0K | 0.00% | +80+1.6% | Added |
| Cetera Investment Advisers | 5,263 | $273.8K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 5,472 | $284.7K | 0.00% | −105−1.9% | Reduced |
| Simmons Bank | 5,540 | $288.2K | 0.02% | 00.0% | Unchanged |
| SEI Investments Co | 5,564 | $289.4K | 0.00% | +5,564 | New |
| Verition Fund Management LLC | 5,590 | $290.8K | 0.00% | +5,590 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 5,681 | $295.5K | 0.00% | +234+4.3% | Added |
| Janus Henderson Group PLC | 5,667 | $296.5K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 5,704 | $296.7K | 0.00% | −396−6.5% | Reduced |
| Intech Investment Management LLC | 5,911 | $307.5K | 0.00% | +1,749+42.0% | Added |
| Royal Bank of Canada | 5,903 | $308.0K | 0.00% | −264−4.3% | Reduced |
| UBS Group AG | 6,083 | $316.4K | 0.00% | −1,761−22.5% | Reduced |
| Welch & Forbes LLC | 6,099 | $317.3K | 0.00% | −442−6.8% | Reduced |
| UBS Asset Management Americas Inc | 7,522 | $391.3K | 0.00% | +1,017+15.6% | Added |
| Citigroup Inc | 7,695 | $400.3K | 0.00% | −660−7.9% | Reduced |
| HSBC Holdings PLC | 8,036 | $419.0K | 0.00% | −192−2.3% | Reduced |
| Panagora Asset Management Inc | 8,086 | $420.6K | 0.00% | +8,086 | New |
| Legal & General Group Plc | 8,288 | $431.1K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 8,938 | $465.0K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 8,995 | $467.9K | 0.00% | −933−9.4% | Reduced |
| AQR Capital Management LLC | 9,623 | $500.6K | 0.00% | +5,306+122.9% | Added |
| Alliancebernstein L.P. | 9,780 | $508.8K | 0.00% | −350−3.5% | Reduced |
| Dynamic Technology Lab Private Ltd | 9,931 | $517.0K | 0.07% | +9,931 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 10,226 | $532.0K | 0.00% | +972+10.5% | Added |
| Citadel Advisors LLC | 10,541 | $548.3K | 0.00% | −2,180−17.1% | Reduced |
| Bank of America Corp | 10,622 | $552.6K | 0.00% | −2,109−16.6% | Reduced |
| BTC Capital Management, Inc. | 10,792 | $561.4K | 0.05% | 00.0% | Unchanged |
| Creative Planning | 11,151 | $580.1K | 0.00% | +2,805+33.6% | Added |
| Los Angeles Capital Management LLC | 11,610 | $604.0K | 0.00% | −1,740−13.0% | Reduced |
| Independent Advisor Alliance | 11,855 | $616.7K | 0.02% | −10.0% | Reduced |
| Susquehanna International Group, LLP | 12,147 | $631.9K | 0.00% | +7,389+155.3% | Added |
| Balboa Wealth Partners | 12,775 | $664.5K | 0.16% | −3,567−21.8% | Reduced |
| D. E. Shaw & Co., Inc. | 13,105 | $681.7K | 0.00% | +2,470+23.2% | Added |
| Two Sigma Investments, LP | 13,680 | $711.6K | 0.00% | −1,537−10.1% | Reduced |
| Jane Street Group, LLC | 14,230 | $740.2K | 0.00% | +14,230 | New |
| Kennedy Capital Management, Inc. | 14,389 | $748.5K | 0.02% | 00.0% | Unchanged |
| Rhumbline Advisers | 14,618 | $760.4K | 0.00% | −661−4.3% | Reduced |
| Invesco Ltd. | 15,119 | $786.5K | 0.00% | −1,295−7.9% | Reduced |
| First Financial Bankshares Inc | 15,387 | $800.4K | 0.02% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 17,683 | $919.9K | 0.00% | +4,828+37.6% | Added |
| Swiss National Bank | 18,553 | $965.1K | 0.00% | −400−2.1% | Reduced |
| Martingale Asset Management L P | 19,570 | $1.02M | 0.03% | −760−3.7% | Reduced |
| Lazard Asset Management LLC | 19,937 | $1.04M | 0.00% | +16,395+462.9% | Added |
| Victory Capital Management Inc | 20,380 | $1.06M | 0.00% | +1,488+7.9% | Added |
| Ameriprise Financial Inc | 20,700 | $1.08M | 0.00% | +12,600+155.6% | Added |
| Barclays PLC | 22,331 | $1.16M | 0.00% | −4,925−18.1% | Reduced |
| Empowered Funds, LLC | 22,546 | $1.17M | 0.02% | +1,702+8.2% | Added |
| Two Sigma Advisers, LP | 24,000 | $1.25M | 0.00% | −300−1.2% | Reduced |
| Nuveen, LLC | 24,960 | $1.30M | 0.00% | +24,960 | New |
| Brandywine Global Investment Management, LLC | 25,832 | $1.34M | 0.01% | −1,107−4.1% | Reduced |
| Epoch Investment Partners, Inc. | 27,310 | $1.42M | 0.01% | −25,683−48.5% | Reduced |
| Acadian Asset Management LLC | 30,145 | $1.57M | 0.00% | −2,670−8.1% | Reduced |
| Russell Investments Group, Ltd. | 31,039 | $1.61M | 0.00% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 33,546 | $1.75M | 0.04% | +1,702+5.3% | Added |
| First Trust Advisors LP | 35,806 | $1.86M | 0.00% | −551−1.5% | Reduced |
| Goldman Sachs Group Inc | 36,081 | $1.88M | 0.00% | −7,551−17.3% | Reduced |
| Bank of New York Mellon Corp | 45,909 | $2.39M | 0.00% | −90.0% | Reduced |
| Millennium Management LLC | 46,474 | $2.42M | 0.00% | +13,504+41.0% | Added |
| ACR Alpine Capital Research, LLC | 48,543 | $2.53M | 0.05% | +1,067+2.2% | Added |
| Morgan Stanley | 56,362 | $2.93M | 0.00% | +387+0.7% | Added |
| JPMorgan Chase & Co | 68,080 | $3.54M | 0.00% | −17,953−20.9% | Reduced |
| Siena Capital Partners GP, LLC | 79,314 | $4.13M | 1.23% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 83,448 | $4.34M | 0.00% | −8,072−8.8% | Reduced |
| Northern Trust Corp | 94,075 | $4.89M | 0.00% | −4,520−4.6% | Reduced |