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, Q2 2025
Institutional positions in Southern Missouri Bancorp, Inc. as of Jun 30, 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
- 114
- +2 vs. Q1 2025
- Shares held
- 5.99M
- +161.6K (+2.8%) vs. Q1 2025
- Total value
- $328.1M
- +$24.9M (+8.2%) vs. Q1 2025
- New holders
- 8
- 48 more added
- Sold out
- 6
- 26 more reduced
1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Southern Missouri Bancorp, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 0 | $274 | 0.00% | 0 | Unchanged |
| EverSource Wealth Advisors, LLC | 9 | $493 | 0.00% | +9 | New |
| Allworth Financial LP | 12 | $658 | 0.00% | +5+71.4% | Added |
| Nisa Investment Advisors, LLC | 15 | $822 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 17 | $932 | 0.00% | +14+466.7% | Added |
| Huntington National Bank | 29 | $1.59K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 28 | $2.00K | 0.00% | −4−12.5% | Reduced |
| US Bancorp | 49 | $2.68K | 0.00% | +38+345.5% | Added |
| Jones Financial Companies LLLP | 72 | $3.93K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 83 | $4.55K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 95 | $5.20K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 188 | $10.3K | 0.00% | +100+113.6% | Added |
| Sterling Capital Management LLC | 257 | $14.1K | 0.00% | +93+56.7% | Added |
| 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 | 452 | $25.0K | 0.00% | −28−5.8% | Reduced |
| Private Trust Co NA | 587 | $32.2K | 0.00% | +587 | New |
| Aquatic Capital Management LLC | 808 | $44.3K | 0.00% | +808 | New |
| Ameritas Investment Partners, Inc. | 983 | $53.8K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,000 | $54.8K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,045 | $57.2K | 0.00% | +1,045 | New |
| Raymond James Financial Inc | 1,700 | $93.1K | 0.00% | +1,700 | New |
| KLP Kapitalforvaltning AS | 1,800 | $98.6K | 0.00% | −600−25.0% | Reduced |
| STRS Ohio | 1,800 | $98.6K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 2,065 | $113.1K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 2,597 | $142.0K | 0.00% | −2,509−49.1% | Reduced |
| Tower Research Capital LLC (TRC) | 2,608 | $142.9K | 0.00% | +2,290+720.1% | Added |
| Police & Firemen's Retirement System of New Jersey | 2,612 | $143.1K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 3,337 | $182.8K | 0.00% | +98+3.0% | Added |
| New York State Common Retirement Fund | 4,180 | $229.0K | 0.00% | 00.0% | Unchanged |
| Intech Investment Management LLC | 4,372 | $239.5K | 0.00% | −1,539−26.0% | Reduced |
| Citigroup Inc | 4,445 | $243.5K | 0.00% | −3,250−42.2% | Reduced |
| Enterprise Financial Services Corp | 4,798 | $262.8K | 0.14% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 4,794 | $263.0K | 0.00% | +604+14.4% | Added |
| Royal Bank of Canada | 5,247 | $288.0K | 0.00% | −656−11.1% | Reduced |
| Cetera Investment Advisers | 5,263 | $288.3K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 5,295 | $290.1K | 0.00% | −386−6.8% | Reduced |
| Simmons Bank | 5,540 | $303.5K | 0.02% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 5,553 | $304.2K | 0.00% | −2,533−31.3% | Reduced |
| SEI Investments Co | 5,564 | $304.8K | 0.00% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 5,667 | $310.0K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 6,030 | $330.3K | 0.00% | +558+10.2% | Added |
| Welch & Forbes LLC | 6,099 | $334.1K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 6,102 | $334.3K | 0.00% | +398+7.0% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 6,156 | $337.2K | 0.00% | +6,156 | New |
| Citadel Advisors LLC | 6,581 | $360.5K | 0.00% | −3,960−37.6% | Reduced |
| AQR Capital Management LLC | 6,882 | $377.0K | 0.00% | −2,741−28.5% | Reduced |
| Voleon Capital Management LP | 7,134 | $390.8K | 0.02% | +2,237+45.7% | Added |
| Deutsche Bank AG | 7,419 | $406.4K | 0.00% | −1,576−17.5% | Reduced |
| Assenagon Asset Management S.A. | 7,824 | $428.6K | 0.00% | +3,891+98.9% | Added |
| Quest Partners LLC | 8,403 | $460.3K | 0.05% | +8,402+840,200.0% | Added |
| California State Teachers Retirement System | 8,938 | $489.6K | 0.00% | 00.0% | Unchanged |
| Marshall Wace, LLP | 9,038 | $495.1K | 0.00% | +9,038 | New |
| Legal & General Group Plc | 9,250 | $506.7K | 0.00% | +962+11.6% | Added |
| Alliancebernstein L.P. | 9,780 | $535.7K | 0.00% | 00.0% | Unchanged |
| Verition Fund Management LLC | 9,880 | $541.2K | 0.00% | +4,290+76.7% | Added |
| Jane Street Group, LLC | 9,926 | $543.7K | 0.00% | −4,304−30.2% | Reduced |
| Los Angeles Capital Management LLC | 10,105 | $553.6K | 0.00% | −1,505−13.0% | Reduced |
| BTC Capital Management, Inc. | 10,792 | $591.2K | 0.05% | 00.0% | Unchanged |
| Independent Advisor Alliance | 11,855 | $649.4K | 0.02% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 12,155 | $665.9K | 0.00% | +8+0.1% | Added |
| Balboa Wealth Partners | 12,830 | $702.9K | 0.14% | +55+0.4% | Added |
| Thrivent Financial for Lutherans | 13,160 | $721.0K | 0.00% | +9,063+221.2% | Added |
| Invesco Ltd. | 13,219 | $724.1K | 0.00% | −1,900−12.6% | Reduced |
| D. E. Shaw & Co., Inc. | 13,578 | $743.8K | 0.00% | +473+3.6% | Added |
| HSBC Holdings PLC | 14,124 | $772.2K | 0.00% | +6,088+75.8% | Added |
| Bank of America Corp | 14,916 | $817.1K | 0.00% | +4,294+40.4% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 14,927 | $817.7K | 0.00% | +4,701+46.0% | Added |
| Rhumbline Advisers | 15,136 | $829.1K | 0.00% | +518+3.5% | Added |
| First Financial Bankshares Inc | 15,387 | $842.9K | 0.02% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 16,307 | $893.3K | 0.00% | +2,627+19.2% | Added |
| Kennedy Capital Management, Inc. | 16,350 | $895.7K | 0.02% | +1,961+13.6% | Added |
| Squarepoint Ops LLC | 18,180 | $995.9K | 0.00% | +18,180 | New |
| Swiss National Bank | 18,553 | $1.02M | 0.00% | 00.0% | Unchanged |
| Martingale Asset Management L P | 19,570 | $1.07M | 0.03% | 00.0% | Unchanged |
| Creative Planning | 19,891 | $1.09M | 0.00% | +8,740+78.4% | Added |
| Ameriprise Financial Inc | 20,700 | $1.13M | 0.00% | 00.0% | Unchanged |
| Nuveen, LLC | 20,821 | $1.14M | 0.00% | −4,139−16.6% | Reduced |
| Victory Capital Management Inc | 20,850 | $1.14M | 0.00% | +470+2.3% | Added |
| Two Sigma Advisers, LP | 22,800 | $1.25M | 0.00% | −1,200−5.0% | Reduced |
| UBS Asset Management Americas Inc | 23,098 | $1.27M | 0.00% | +15,576+207.1% | Added |
| Empowered Funds, LLC | 24,617 | $1.35M | 0.02% | +2,071+9.2% | Added |
| Brandywine Global Investment Management, LLC | 24,932 | $1.37M | 0.01% | −900−3.5% | Reduced |
| Epoch Investment Partners, Inc. | 27,310 | $1.50M | 0.01% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 27,593 | $1.51M | 0.00% | −8,488−23.5% | Reduced |
| Acadian Asset Management LLC | 29,664 | $1.62M | 0.00% | −481−1.6% | Reduced |
| Barclays PLC | 30,805 | $1.69M | 0.00% | +8,474+37.9% | Added |
| Russell Investments Group, Ltd. | 31,039 | $1.70M | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 32,471 | $1.78M | 0.00% | +14,788+83.6% | Added |
| Bridgeway Capital Management, LLC | 35,617 | $1.95M | 0.05% | +2,071+6.2% | Added |
| First Trust Advisors LP | 37,489 | $2.05M | 0.00% | +1,683+4.7% | Added |
| Lazard Asset Management LLC | 39,113 | $2.14M | 0.00% | +19,176+96.2% | Added |
| Bank of New York Mellon Corp | 46,798 | $2.56M | 0.00% | +889+1.9% | Added |
| ACR Alpine Capital Research, LLC | 48,565 | $2.66M | 0.05% | +220.0% | Added |
| Millennium Management LLC | 53,994 | $2.96M | 0.00% | +7,520+16.2% | Added |
| JPMorgan Chase & Co | 58,942 | $3.23M | 0.00% | −9,138−13.4% | Reduced |
| Morgan Stanley | 61,764 | $3.38M | 0.00% | +5,402+9.6% | Added |
| UBS Group AG | 64,789 | $3.55M | 0.00% | +58,706+965.1% | Added |
| Charles Schwab Investment Management Inc | 78,472 | $4.30M | 0.00% | −4,976−6.0% | Reduced |
| Siena Capital Partners GP, LLC | 79,314 | $4.34M | 1.27% | 00.0% | Unchanged |