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, Q3 2025
Institutional positions in Southern Missouri Bancorp, Inc. as of Sep 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
- 135
- +21 vs. Q2 2025
- Shares held
- 5.94M
- −47.1K (−0.8%) vs. Q2 2025
- Total value
- $312.3M
- −$15.8M (−4.8%) vs. Q2 2025
- New holders
- 29
- 48 more added
- Sold out
- 8
- 32 more reduced
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Southern Missouri Bancorp, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tortoise Investment Management, LLC | 1 | $53 | 0.00% | +1 | New |
| SBI Securities Co., Ltd. | 1 | $53 | 0.00% | +1 | New |
| Farther Finance Advisors, LLC | 2 | $105 | 0.00% | +2 | New |
| Advisor Group Holdings, Inc. | 7 | $368 | 0.00% | +7 | New |
| EverSource Wealth Advisors, LLC | 8 | $420 | 0.00% | −1−11.1% | Reduced |
| Allworth Financial LP | 12 | $631 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 15 | $788 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 17 | $894 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 25 | $1.00K | 0.00% | −3−10.7% | Reduced |
| SRS Capital Advisors, Inc. | 23 | $1.21K | 0.00% | +23 | New |
| Huntington National Bank | 29 | $1.52K | 0.00% | 00.0% | Unchanged |
| Point72 Europe (London) LLP | 37 | $1.95K | 0.00% | +37 | New |
| Larson Financial Group LLC | 45 | $2.37K | 0.00% | +45 | New |
| US Bancorp | 53 | $2.79K | 0.00% | +4+8.2% | Added |
| Versant Capital Management, Inc | 83 | $4.36K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 90 | $4.73K | 0.00% | +90 | New |
| Signaturefd, LLC | 95 | $4.99K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 130 | $7.05K | 0.00% | +58+80.6% | Added |
| GAMMA Investing LLC | 206 | $10.8K | 0.00% | +18+9.6% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 305 | $16.0K | 0.00% | +305 | New |
| Amalgamated Bank | 324 | $17.0K | 0.00% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 332 | $17.4K | 0.00% | +332 | New |
| Great West Life Assurance Co | 343 | $18.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 349 | $18.3K | 0.00% | +349 | New |
| State of Alaska, Department of Revenue | 456 | $23.0K | 0.00% | +456 | New |
| Royal Bank of Canada | 468 | $24.0K | 0.00% | −4,779−91.1% | Reduced |
| CWM, LLC | 570 | $30.0K | 0.00% | +118+26.1% | Added |
| Private Trust Co NA | 587 | $30.9K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 613 | $32.2K | 0.00% | +356+138.5% | Added |
| Quadrant Capital Group LLC | 672 | $35.3K | 0.00% | +672 | New |
| Ameritas Investment Partners, Inc. | 808 | $42.5K | 0.00% | −175−17.8% | Reduced |
| Tower Research Capital LLC (TRC) | 981 | $51.6K | 0.00% | −1,627−62.4% | Reduced |
| The PNC Financial Services Group, Inc. | 1,006 | $52.9K | 0.00% | +6+0.6% | Added |
| Quarry LP | 1,253 | $65.9K | 0.02% | +1,253 | New |
| Federated Hermes, Inc. | 1,441 | $75.7K | 0.00% | −624−30.2% | Reduced |
| STRS Ohio | 1,800 | $94.6K | 0.00% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 1,800 | $94.6K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 1,828 | $96.1K | 0.00% | −2,617−58.9% | Reduced |
| Aquatic Capital Management LLC | 1,946 | $102.3K | 0.00% | +1,138+140.8% | Added |
| Police & Firemen's Retirement System of New Jersey | 2,612 | $137.3K | 0.00% | 00.0% | Unchanged |
| SEI Investments Co | 3,864 | $203.1K | 0.00% | −1,700−30.6% | Reduced |
| Krilogy Financial LLC | 3,886 | $209.1K | 0.01% | +3,886 | New |
| Quadrature Capital Ltd | 4,094 | $215.2K | 0.00% | +4,094 | New |
| New York State Common Retirement Fund | 4,180 | $219.7K | 0.00% | 00.0% | Unchanged |
| Susquehanna Portfolio Strategies, LLC | 4,300 | $226.0K | 0.00% | +4,300 | New |
| Intech Investment Management LLC | 4,372 | $229.8K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 4,491 | $236.0K | 0.00% | −804−15.2% | Reduced |
| Cubist Systematic Strategies, LLC | 4,523 | $237.7K | 0.00% | +4,523 | New |
| Quest Partners LLC | 4,569 | $240.1K | 0.02% | −3,834−45.6% | Reduced |
| Enterprise Financial Services Corp | 4,798 | $252.2K | 0.13% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 4,894 | $257.2K | 0.00% | +4,894 | New |
| SG Americas Securities, LLC | 4,987 | $262.0K | 0.00% | +2,390+92.0% | Added |
| Price T Rowe Associates Inc | 5,124 | $270.0K | 0.00% | +330+6.9% | Added |
| Voleon Capital Management LP | 5,242 | $275.5K | 0.01% | −1,892−26.5% | Reduced |
| Polymer Capital Management (US) LLC | 5,273 | $277.1K | 0.04% | +5,273 | New |
| BNP Paribas Arbitrage, SA | 5,498 | $289.0K | 0.00% | +2,161+64.8% | Added |
| Simmons Bank | 5,540 | $291.2K | 0.02% | 00.0% | Unchanged |
| MetLife Investment Management | 5,548 | $291.6K | 0.00% | −482−8.0% | Reduced |
| Thrivent Financial for Lutherans | 5,557 | $292.0K | 0.00% | −7,603−57.8% | Reduced |
| Janus Henderson Group PLC | 5,667 | $297.7K | 0.00% | 00.0% | Unchanged |
| Welch & Forbes LLC | 6,099 | $320.6K | 0.00% | 00.0% | Unchanged |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 6,156 | $323.6K | 0.00% | 00.0% | Unchanged |
| Virtu Financial LLC | 6,174 | $324.0K | 0.02% | +6,174 | New |
| Cetera Investment Advisers | 6,263 | $329.2K | 0.00% | +1,000+19.0% | Added |
| Integrated Quantitative Investments LLC | 6,449 | $339.0K | 0.10% | +6,449 | New |
| Semanteon Capital Management, LP | 6,703 | $352.3K | 0.44% | +6,703 | New |
| Ameriprise Financial Inc | 7,000 | $367.9K | 0.00% | −13,700−66.2% | Reduced |
| Quantinno Capital Management LP | 7,025 | $369.2K | 0.00% | +7,025 | New |
| Wells Fargo & Company | 7,287 | $383.0K | 0.00% | +1,185+19.4% | Added |
| Deutsche Bank AG | 7,419 | $389.9K | 0.00% | 00.0% | Unchanged |
| PharVision Advisers, LLC | 7,548 | $396.7K | 0.22% | +7,548 | New |
| Alps Advisors Inc | 8,200 | $431.0K | 0.00% | +8,200 | New |
| BTC Capital Management, Inc. | 8,656 | $455.0K | 0.03% | −2,136−19.8% | Reduced |
| Legal & General Group Plc | 8,820 | $463.6K | 0.00% | −430−4.6% | Reduced |
| California State Teachers Retirement System | 8,939 | $469.8K | 0.00% | +10.0% | Added |
| Los Angeles Capital Management LLC | 9,455 | $497.0K | 0.00% | −650−6.4% | Reduced |
| Alliancebernstein L.P. | 9,780 | $514.0K | 0.00% | 00.0% | Unchanged |
| AQR Capital Management LLC | 9,849 | $517.7K | 0.00% | +2,967+43.1% | Added |
| UBS Asset Management Americas Inc | 10,297 | $541.2K | 0.00% | −12,801−55.4% | Reduced |
| Apollon Wealth Management, LLC | 11,271 | $592.4K | 0.01% | +11,271 | New |
| Independent Advisor Alliance | 11,500 | $604.4K | 0.02% | −355−3.0% | Reduced |
| Balboa Wealth Partners | 12,886 | $677.3K | 0.12% | +56+0.4% | Added |
| Invesco Ltd. | 14,641 | $769.5K | 0.00% | +1,422+10.8% | Added |
| Algert Global LLC | 14,762 | $775.9K | 0.01% | +14,762 | New |
| Rhumbline Advisers | 14,933 | $784.9K | 0.00% | −203−1.3% | Reduced |
| First Financial Bankshares Inc | 15,387 | $808.7K | 0.02% | 00.0% | Unchanged |
| HSBC Holdings PLC | 16,044 | $843.6K | 0.00% | +1,920+13.6% | Added |
| Kennedy Capital Management, Inc. | 16,350 | $859.4K | 0.02% | 00.0% | Unchanged |
| HRT Financial LP | 16,374 | $860.0K | 0.00% | +16,374 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 17,170 | $902.5K | 0.00% | +2,243+15.0% | Added |
| Bank of America Corp | 17,557 | $922.8K | 0.00% | +2,641+17.7% | Added |
| Martingale Asset Management L P | 18,370 | $965.5K | 0.02% | −1,200−6.1% | Reduced |
| Swiss National Bank | 18,553 | $975.1K | 0.00% | 00.0% | Unchanged |
| Nuveen, LLC | 20,821 | $1.09M | 0.00% | 00.0% | Unchanged |
| Marshall Wace, LLP | 21,040 | $1.11M | 0.00% | +12,002+132.8% | Added |
| Victory Capital Management Inc | 22,200 | $1.17M | 0.00% | +1,350+6.5% | Added |
| D. E. Shaw & Co., Inc. | 23,462 | $1.23M | 0.00% | +9,884+72.8% | Added |
| Jane Street Group, LLC | 23,724 | $1.25M | 0.00% | +13,798+139.0% | Added |
| Brandywine Global Investment Management, LLC | 24,032 | $1.26M | 0.01% | −900−3.6% | Reduced |
| Acadian Asset Management LLC | 24,266 | $1.27M | 0.00% | −5,398−18.2% | Reduced |