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 |
|---|---|---|---|---|---|
| SRS Capital Advisors, Inc. | 1 | $59 | 0.00% | −22−95.7% | Reduced |
| Sunbelt Securities, Inc. | 2 | $118 | 0.00% | +2 | New |
| Clearstead Advisors, LLC | 2 | $119 | 0.00% | +2 | New |
| MAI Capital Management | 7 | $414 | 0.00% | +7 | New |
| SJS Investment Consulting Inc. | 7 | $414 | 0.00% | +7 | New |
| Larson Financial Group LLC | 14 | $828 | 0.00% | −31−68.9% | Reduced |
| Nisa Investment Advisors, LLC | 15 | $887 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 22 | $1.30K | 0.00% | +22 | New |
| UMA Financial Services, Inc. | 25 | $1.48K | 0.00% | +25 | New |
| True Wealth Design, LLC | 28 | $1.66K | 0.00% | +11+64.7% | Added |
| Huntington National Bank | 29 | $1.71K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 42 | $2.48K | 0.00% | +40+2,000.0% | Added |
| Essential Partners LLC | 60 | $3.55K | 0.00% | +60 | New |
| EverSource Wealth Advisors, LLC | 61 | $3.61K | 0.00% | +53+662.5% | Added |
| IFP Advisors, Inc | 71 | $4.20K | 0.00% | +71 | New |
| US Bancorp | 76 | $4.49K | 0.00% | +23+43.4% | Added |
| Optiver Holding B.V. | 90 | $5.32K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 94 | $5.56K | 0.00% | +94 | New |
| Quarry LP | 120 | $7.09K | 0.00% | −1,133−90.4% | Reduced |
| Allworth Financial LP | 147 | $8.69K | 0.00% | +135+1,125.0% | Added |
| GAMMA Investing LLC | 183 | $10.8K | 0.00% | −23−11.2% | Reduced |
| Tower Research Capital LLC (TRC) | 213 | $12.6K | 0.00% | −768−78.3% | Reduced |
| Royal Bank of Canada | 251 | $15.0K | 0.00% | −217−46.4% | Reduced |
| Signaturefd, LLC | 292 | $17.3K | 0.00% | +197+207.4% | Added |
| Amalgamated Bank | 304 | $18.0K | 0.00% | −20−6.2% | Reduced |
| Versant Capital Management, Inc | 325 | $19.2K | 0.00% | +242+291.6% | Added |
| State of Alaska, Department of Revenue | 456 | $26.0K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 515 | $30.4K | 0.00% | −98−16.0% | Reduced |
| Private Trust Co NA | 587 | $34.7K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 614 | $36.3K | 0.00% | −58−8.6% | Reduced |
| Advisor Group Holdings, Inc. | 646 | $38.2K | 0.00% | +639+9,128.6% | Added |
| GWM Advisors LLC | 718 | $42.4K | 0.00% | +369+105.7% | Added |
| Ameritas Investment Partners, Inc. | 808 | $47.8K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,000 | $59.1K | 0.00% | −6−0.6% | Reduced |
| Jones Financial Companies LLLP | 1,016 | $60.1K | 0.00% | +886+681.5% | Added |
| Quest Partners LLC | 1,529 | $90.4K | 0.01% | −3,040−66.5% | Reduced |
| STRS Ohio | 1,800 | $106.4K | 0.00% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 2,000 | $118.2K | 0.00% | +200+11.1% | Added |
| Great West Life Assurance Co | 2,167 | $128.0K | 0.00% | +1,824+531.8% | Added |
| Police & Firemen's Retirement System of New Jersey | 2,612 | $154.4K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 3,003 | $178.0K | 0.00% | +2,433+426.8% | Added |
| Point72 Asset Management, L.P. | 3,388 | $200.3K | 0.00% | +3,388 | New |
| Mercer Global Advisors Inc | 3,412 | $201.7K | 0.00% | +3,412 | New |
| Intech Investment Management LLC | 3,507 | $207.3K | 0.00% | −865−19.8% | Reduced |
| Los Angeles Capital Management LLC | 4,135 | $218.9K | 0.00% | −5,320−56.3% | Reduced |
| EntryPoint Capital, LLC | 3,732 | $220.6K | 0.09% | +3,732 | New |
| SEI Investments Co | 3,864 | $228.4K | 0.00% | 00.0% | Unchanged |
| Krilogy Financial LLC | 4,035 | $244.8K | 0.01% | +149+3.8% | Added |
| New York State Common Retirement Fund | 4,180 | $247.1K | 0.00% | 00.0% | Unchanged |
| Magnetar Financial LLC | 4,201 | $248.4K | 0.00% | +4,201 | New |
| Martingale Asset Management L P | 4,300 | $254.2K | 0.01% | −14,070−76.6% | Reduced |
| Tudor Investment Corp Et Al | 4,320 | $255.4K | 0.00% | −574−11.7% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 4,504 | $266.3K | 0.00% | +13+0.3% | Added |
| Enterprise Financial Services Corp | 4,798 | $283.7K | 0.14% | 00.0% | Unchanged |
| Jane Street Group, LLC | 5,294 | $313.0K | 0.00% | −18,430−77.7% | Reduced |
| Jump Financial, LLC | 5,341 | $315.8K | 0.00% | +5,341 | New |
| Zacks Investment Management | 5,372 | $317.6K | 0.00% | +5,372 | New |
| MetLife Investment Management | 5,449 | $322.1K | 0.00% | −99−1.8% | Reduced |
| Engineers Gate Manager LP | 5,463 | $323.0K | 0.00% | +5,463 | New |
| SG Americas Securities, LLC | 5,537 | $327.0K | 0.00% | +550+11.0% | Added |
| Simmons Bank | 5,540 | $327.5K | 0.02% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 5,583 | $330.1K | 0.00% | +5,583 | New |
| Janus Henderson Group PLC | 5,667 | $334.9K | 0.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 5,739 | $340.0K | 0.00% | +615+12.0% | Added |
| Welch & Forbes LLC | 6,099 | $360.6K | 0.00% | 00.0% | Unchanged |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 6,156 | $363.9K | 0.00% | 00.0% | Unchanged |
| Voleon Capital Management LP | 6,255 | $369.8K | 0.01% | +1,013+19.3% | Added |
| Cetera Investment Advisers | 6,280 | $371.3K | 0.00% | +17+0.3% | Added |
| Citigroup Inc | 6,370 | $376.6K | 0.00% | +4,542+248.5% | Added |
| Polymer Capital Management (US) LLC | 6,375 | $376.9K | 0.05% | +1,102+20.9% | Added |
| Canada Pension Plan Investment Board | 6,700 | $396.1K | 0.00% | +6,700 | New |
| Occudo Quantitative Strategies LP | 6,776 | $400.6K | 0.03% | +6,776 | New |
| Ameriprise Financial Inc | 7,000 | $413.8K | 0.00% | 00.0% | Unchanged |
| Ieq Capital, LLC | 7,105 | $420.0K | 0.00% | +7,105 | New |
| Rafferty Asset Management, LLC | 7,209 | $426.2K | 0.00% | +7,209 | New |
| Deutsche Bank AG | 7,419 | $438.6K | 0.00% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 7,809 | $461.7K | 0.00% | +784+11.2% | Added |
| UBS Asset Management Americas Inc | 7,876 | $465.6K | 0.00% | −2,421−23.5% | Reduced |
| Citadel Advisors LLC | 8,167 | $482.8K | 0.00% | −26,974−76.8% | Reduced |
| Alps Advisors Inc | 8,271 | $489.0K | 0.00% | +71+0.9% | Added |
| Federated Hermes, Inc. | 8,641 | $510.9K | 0.00% | +7,200+499.7% | Added |
| Legal & General Group Plc | 8,820 | $521.4K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 8,844 | $522.9K | 0.00% | −95−1.1% | Reduced |
| Gsa Capital Partners LLP | 9,785 | $578.0K | 0.05% | +9,785 | New |
| Alliancebernstein L.P. | 9,780 | $578.2K | 0.00% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 9,930 | $587.1K | 0.01% | +9,930 | New |
| Independent Advisor Alliance | 10,700 | $632.6K | 0.02% | −800−7.0% | Reduced |
| Wells Fargo & Company | 10,816 | $639.5K | 0.00% | +3,529+48.4% | Added |
| Apollon Wealth Management, LLC | 11,180 | $661.0K | 0.01% | −91−0.8% | Reduced |
| BNP Paribas Arbitrage, SA | 11,403 | $674.1K | 0.00% | +5,905+107.4% | Added |
| Rhumbline Advisers | 12,107 | $715.8K | 0.00% | −2,826−18.9% | Reduced |
| HRT Financial LP | 12,403 | $733.0K | 0.00% | −3,971−24.3% | Reduced |
| Marshall Wace, LLP | 12,628 | $746.6K | 0.00% | −8,412−40.0% | Reduced |
| Balboa Wealth Partners | 12,943 | $765.2K | 0.13% | +57+0.4% | Added |
| Panagora Asset Management Inc | 13,982 | $826.6K | 0.00% | +13,982 | New |
| Qube Research & Technologies Ltd | 14,370 | $849.6K | 0.00% | −39,325−73.2% | Reduced |
| Invesco Ltd. | 14,464 | $855.1K | 0.00% | −177−1.2% | Reduced |
| Thrivent Financial for Lutherans | 14,811 | $875.0K | 0.00% | +9,254+166.5% | Added |
| First Financial Bankshares Inc | 15,387 | $909.7K | 0.02% | 00.0% | Unchanged |