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 2025
Institutional positions in Southern Missouri Bancorp, Inc. as of Dec 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
- 147
- +16 vs. Q3 2025
- Shares held
- 6.13M
- +197.0K (+3.3%) vs. Q3 2025
- Total value
- $362.6M
- +$50.6M (+16.2%) vs. Q3 2025
- New holders
- 27
- 51 more added
- Sold out
- 11
- 46 more reduced
4 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Southern Missouri Bancorp, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 934,575 | $55.3M | 0.00% | +116,160+14.2% | Added |
| Vanguard Group Inc | 629,307 | $37.2M | 0.00% | +2,165+0.3% | Added |
| Dimensional Fund Advisors LP | 428,893 | $25.4M | 0.01% | −3,570−0.8% | Reduced |
| FJ Capital Management LLC | 300,944 | $17.8M | 1.96% | 00.0% | Unchanged |
| American Century Companies Inc | 292,323 | $17.3M | 0.01% | +16,912+6.1% | Added |
| Clayton Financial Group LLC | 280,424 | $16.6M | 8.45% | +280,424 | New |
| State Street Corp | 275,909 | $16.3M | 0.00% | +62,355+29.2% | Added |
| Manufacturers Life Insurance Company, The | 242,220 | $14.3M | 0.01% | −5,747−2.3% | Reduced |
| Geode Capital Management, LLC | 230,968 | $13.7M | 0.00% | −1,662−0.7% | Reduced |
| Raffles Associates LP | 225,334 | $13.3M | 9.99% | −3,752−1.6% | Reduced |
| Algert Global LLC | 122,191 | $7.22M | 0.11% | +107,429+727.7% | Added |
| Morgan Stanley | 102,706 | $6.07M | 0.00% | +12,013+13.2% | Added |
| Renaissance Technologies LLC | 93,015 | $5.50M | 0.01% | −20,719−18.2% | Reduced |
| ACR Alpine Capital Research, LLC | 91,032 | $5.38M | 0.08% | +37,825+71.1% | Added |
| Northern Trust Corp | 89,258 | $5.28M | 0.00% | −7,116−7.4% | Reduced |
| Millennium Management LLC | 82,980 | $4.91M | 0.00% | −17,744−17.6% | Reduced |
| Siena Capital Partners GP, LLC | 79,314 | $4.69M | 1.26% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 78,164 | $4.62M | 0.00% | +22,533+40.5% | Added |
| Charles Schwab Investment Management Inc | 77,943 | $4.61M | 0.00% | −1,642−2.1% | Reduced |
| Bridgeway Capital Management, LLC | 70,596 | $4.17M | 0.09% | +33,053+88.0% | Added |
| JPMorgan Chase & Co | 70,171 | $4.15M | 0.00% | +6,704+10.6% | Added |
| AQR Capital Management LLC | 62,362 | $3.69M | 0.00% | +52,513+533.2% | Added |
| Maltese Capital Management LLC | 60,110 | $3.55M | 0.63% | +60,110 | New |
| UBS Group AG | 58,172 | $3.44M | 0.00% | −12,143−17.3% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 55,871 | $3.30M | 0.01% | +100+0.2% | Added |
| Creative Planning | 48,341 | $2.86M | 0.00% | +23,540+94.9% | Added |
| Bank of New York Mellon Corp | 45,851 | $2.71M | 0.00% | −1,544−3.3% | Reduced |
| Acadian Asset Management LLC | 41,063 | $2.42M | 0.00% | +16,797+69.2% | Added |
| FMR LLC | 40,282 | $2.38M | 0.00% | −542,778−93.1% | Reduced |
| Russell Investments Group, Ltd. | 39,170 | $2.32M | 0.00% | +7,330+23.0% | Added |
| Lazard Asset Management LLC | 38,057 | $2.25M | 0.00% | −3,238−7.8% | Reduced |
| First Trust Advisors LP | 34,173 | $2.02M | 0.00% | −1,338−3.8% | Reduced |
| Barclays PLC | 33,412 | $1.98M | 0.00% | +4,127+14.1% | Added |
| Franklin Resources Inc | 33,118 | $1.96M | 0.00% | +8,062+32.2% | Added |
| D. E. Shaw & Co., Inc. | 33,069 | $1.96M | 0.00% | +9,607+40.9% | Added |
| Two Sigma Investments, LP | 29,760 | $1.76M | 0.00% | −11,236−27.4% | Reduced |
| Brandywine Global Investment Management, LLC | 23,232 | $1.37M | 0.01% | −800−3.3% | Reduced |
| Two Sigma Advisers, LP | 22,300 | $1.32M | 0.00% | −2,500−10.1% | Reduced |
| Bank of America Corp | 21,812 | $1.29M | 0.00% | +4,255+24.2% | Added |
| Victory Capital Management Inc | 19,750 | $1.17M | 0.00% | −2,450−11.0% | Reduced |
| Assenagon Asset Management S.A. | 19,479 | $1.15M | 0.00% | +19,479 | New |
| Swiss National Bank | 18,953 | $1.12M | 0.00% | +400+2.2% | Added |
| Nuveen, LLC | 18,887 | $1.12M | 0.00% | −1,934−9.3% | Reduced |
| Kennedy Capital Management, Inc. | 18,836 | $1.11M | 0.02% | +2,486+15.2% | Added |
| HSBC Holdings PLC | 18,778 | $1.11M | 0.00% | +2,734+17.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 18,479 | $1.09M | 0.00% | +1,309+7.6% | Added |
| Epoch Investment Partners, Inc. | 17,544 | $1.04M | 0.01% | −9,320−34.7% | Reduced |
| First Financial Bankshares Inc | 15,387 | $909.7K | 0.02% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 14,811 | $875.0K | 0.00% | +9,254+166.5% | Added |
| Invesco Ltd. | 14,464 | $855.1K | 0.00% | −177−1.2% | Reduced |
| Qube Research & Technologies Ltd | 14,370 | $849.6K | 0.00% | −39,325−73.2% | Reduced |
| Panagora Asset Management Inc | 13,982 | $826.6K | 0.00% | +13,982 | New |
| Balboa Wealth Partners | 12,943 | $765.2K | 0.13% | +57+0.4% | Added |
| Marshall Wace, LLP | 12,628 | $746.6K | 0.00% | −8,412−40.0% | Reduced |
| HRT Financial LP | 12,403 | $733.0K | 0.00% | −3,971−24.3% | Reduced |
| Rhumbline Advisers | 12,107 | $715.8K | 0.00% | −2,826−18.9% | Reduced |
| BNP Paribas Arbitrage, SA | 11,403 | $674.1K | 0.00% | +5,905+107.4% | Added |
| Apollon Wealth Management, LLC | 11,180 | $661.0K | 0.01% | −91−0.8% | Reduced |
| Wells Fargo & Company | 10,816 | $639.5K | 0.00% | +3,529+48.4% | Added |
| Independent Advisor Alliance | 10,700 | $632.6K | 0.02% | −800−7.0% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 9,930 | $587.1K | 0.01% | +9,930 | New |
| Alliancebernstein L.P. | 9,780 | $578.2K | 0.00% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 9,785 | $578.0K | 0.05% | +9,785 | New |
| California State Teachers Retirement System | 8,844 | $522.9K | 0.00% | −95−1.1% | Reduced |
| Legal & General Group Plc | 8,820 | $521.4K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 8,641 | $510.9K | 0.00% | +7,200+499.7% | Added |
| Alps Advisors Inc | 8,271 | $489.0K | 0.00% | +71+0.9% | Added |
| Citadel Advisors LLC | 8,167 | $482.8K | 0.00% | −26,974−76.8% | Reduced |
| UBS Asset Management Americas Inc | 7,876 | $465.6K | 0.00% | −2,421−23.5% | Reduced |
| Quantinno Capital Management LP | 7,809 | $461.7K | 0.00% | +784+11.2% | Added |
| Deutsche Bank AG | 7,419 | $438.6K | 0.00% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 7,209 | $426.2K | 0.00% | +7,209 | New |
| Ieq Capital, LLC | 7,105 | $420.0K | 0.00% | +7,105 | New |
| Ameriprise Financial Inc | 7,000 | $413.8K | 0.00% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 6,776 | $400.6K | 0.03% | +6,776 | New |
| Canada Pension Plan Investment Board | 6,700 | $396.1K | 0.00% | +6,700 | New |
| Polymer Capital Management (US) LLC | 6,375 | $376.9K | 0.05% | +1,102+20.9% | Added |
| Citigroup Inc | 6,370 | $376.6K | 0.00% | +4,542+248.5% | Added |
| Cetera Investment Advisers | 6,280 | $371.3K | 0.00% | +17+0.3% | Added |
| Voleon Capital Management LP | 6,255 | $369.8K | 0.01% | +1,013+19.3% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 6,156 | $363.9K | 0.00% | 00.0% | Unchanged |
| Welch & Forbes LLC | 6,099 | $360.6K | 0.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 5,739 | $340.0K | 0.00% | +615+12.0% | Added |
| Janus Henderson Group PLC | 5,667 | $334.9K | 0.00% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 5,583 | $330.1K | 0.00% | +5,583 | New |
| Simmons Bank | 5,540 | $327.5K | 0.02% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 5,537 | $327.0K | 0.00% | +550+11.0% | Added |
| Engineers Gate Manager LP | 5,463 | $323.0K | 0.00% | +5,463 | New |
| MetLife Investment Management | 5,449 | $322.1K | 0.00% | −99−1.8% | Reduced |
| Zacks Investment Management | 5,372 | $317.6K | 0.00% | +5,372 | New |
| Jump Financial, LLC | 5,341 | $315.8K | 0.00% | +5,341 | New |
| Jane Street Group, LLC | 5,294 | $313.0K | 0.00% | −18,430−77.7% | Reduced |
| Enterprise Financial Services Corp | 4,798 | $283.7K | 0.14% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 4,504 | $266.3K | 0.00% | +13+0.3% | Added |
| Tudor Investment Corp Et Al | 4,320 | $255.4K | 0.00% | −574−11.7% | Reduced |
| Martingale Asset Management L P | 4,300 | $254.2K | 0.01% | −14,070−76.6% | Reduced |
| Magnetar Financial LLC | 4,201 | $248.4K | 0.00% | +4,201 | New |
| New York State Common Retirement Fund | 4,180 | $247.1K | 0.00% | 00.0% | Unchanged |
| Krilogy Financial LLC | 4,035 | $244.8K | 0.01% | +149+3.8% | Added |
| SEI Investments Co | 3,864 | $228.4K | 0.00% | 00.0% | Unchanged |