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 |
|---|---|---|---|---|---|
| Epoch Investment Partners, Inc. | 17,544 | $1.04M | 0.01% | −9,320−34.7% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 18,479 | $1.09M | 0.00% | +1,309+7.6% | Added |
| HSBC Holdings PLC | 18,778 | $1.11M | 0.00% | +2,734+17.0% | Added |
| Kennedy Capital Management, Inc. | 18,836 | $1.11M | 0.02% | +2,486+15.2% | Added |
| Nuveen, LLC | 18,887 | $1.12M | 0.00% | −1,934−9.3% | Reduced |
| Swiss National Bank | 18,953 | $1.12M | 0.00% | +400+2.2% | Added |
| Assenagon Asset Management S.A. | 19,479 | $1.15M | 0.00% | +19,479 | New |
| Victory Capital Management Inc | 19,750 | $1.17M | 0.00% | −2,450−11.0% | Reduced |
| Bank of America Corp | 21,812 | $1.29M | 0.00% | +4,255+24.2% | Added |
| Two Sigma Advisers, LP | 22,300 | $1.32M | 0.00% | −2,500−10.1% | Reduced |
| Brandywine Global Investment Management, LLC | 23,232 | $1.37M | 0.01% | −800−3.3% | Reduced |
| Two Sigma Investments, LP | 29,760 | $1.76M | 0.00% | −11,236−27.4% | Reduced |
| D. E. Shaw & Co., Inc. | 33,069 | $1.96M | 0.00% | +9,607+40.9% | Added |
| Franklin Resources Inc | 33,118 | $1.96M | 0.00% | +8,062+32.2% | Added |
| Barclays PLC | 33,412 | $1.98M | 0.00% | +4,127+14.1% | Added |
| First Trust Advisors LP | 34,173 | $2.02M | 0.00% | −1,338−3.8% | Reduced |
| Lazard Asset Management LLC | 38,057 | $2.25M | 0.00% | −3,238−7.8% | Reduced |
| Russell Investments Group, Ltd. | 39,170 | $2.32M | 0.00% | +7,330+23.0% | Added |
| FMR LLC | 40,282 | $2.38M | 0.00% | −542,778−93.1% | Reduced |
| Acadian Asset Management LLC | 41,063 | $2.42M | 0.00% | +16,797+69.2% | Added |
| Bank of New York Mellon Corp | 45,851 | $2.71M | 0.00% | −1,544−3.3% | Reduced |
| Creative Planning | 48,341 | $2.86M | 0.00% | +23,540+94.9% | Added |
| Hotchkis & Wiley Capital Management LLC | 55,871 | $3.30M | 0.01% | +100+0.2% | Added |
| UBS Group AG | 58,172 | $3.44M | 0.00% | −12,143−17.3% | Reduced |
| Maltese Capital Management LLC | 60,110 | $3.55M | 0.63% | +60,110 | New |
| AQR Capital Management LLC | 62,362 | $3.69M | 0.00% | +52,513+533.2% | Added |
| JPMorgan Chase & Co | 70,171 | $4.15M | 0.00% | +6,704+10.6% | Added |
| Bridgeway Capital Management, LLC | 70,596 | $4.17M | 0.09% | +33,053+88.0% | Added |
| Charles Schwab Investment Management Inc | 77,943 | $4.61M | 0.00% | −1,642−2.1% | Reduced |
| Goldman Sachs Group Inc | 78,164 | $4.62M | 0.00% | +22,533+40.5% | Added |
| Siena Capital Partners GP, LLC | 79,314 | $4.69M | 1.26% | 00.0% | Unchanged |
| Millennium Management LLC | 82,980 | $4.91M | 0.00% | −17,744−17.6% | Reduced |
| Northern Trust Corp | 89,258 | $5.28M | 0.00% | −7,116−7.4% | Reduced |
| ACR Alpine Capital Research, LLC | 91,032 | $5.38M | 0.08% | +37,825+71.1% | Added |
| Renaissance Technologies LLC | 93,015 | $5.50M | 0.01% | −20,719−18.2% | Reduced |
| Morgan Stanley | 102,706 | $6.07M | 0.00% | +12,013+13.2% | Added |
| Algert Global LLC | 122,191 | $7.22M | 0.11% | +107,429+727.7% | Added |
| Raffles Associates LP | 225,334 | $13.3M | 9.99% | −3,752−1.6% | Reduced |
| Geode Capital Management, LLC | 230,968 | $13.7M | 0.00% | −1,662−0.7% | Reduced |
| Manufacturers Life Insurance Company, The | 242,220 | $14.3M | 0.01% | −5,747−2.3% | Reduced |
| State Street Corp | 275,909 | $16.3M | 0.00% | +62,355+29.2% | Added |
| Clayton Financial Group LLC | 280,424 | $16.6M | 8.45% | +280,424 | New |
| American Century Companies Inc | 292,323 | $17.3M | 0.01% | +16,912+6.1% | Added |
| FJ Capital Management LLC | 300,944 | $17.8M | 1.96% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 428,893 | $25.4M | 0.01% | −3,570−0.8% | Reduced |
| Vanguard Group Inc | 629,307 | $37.2M | 0.00% | +2,165+0.3% | Added |
| BlackRock, Inc. | 934,575 | $55.3M | 0.00% | +116,160+14.2% | Added |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −26,543−100.0% | Sold out |
| BTC Capital Management, Inc. | 0 | $0 | 0.00% | −8,656−100.0% | Sold out |
| PharVision Advisers, LLC | 0 | $0 | 0.00% | −7,548−100.0% | Sold out |
| Semanteon Capital Management, LP | 0 | $0 | 0.00% | −6,703−100.0% | Sold out |
| Integrated Quantitative Investments LLC | 0 | $0 | 0.00% | −6,449−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −6,174−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −4,300−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −4,094−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −1,946−100.0% | Sold out |
| Tortoise Investment Management, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| SBI Securities Co., Ltd. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | – | – | – | – | Not filed |
| Point72 (DIFC) Ltd | – | – | – | – | Not filed |
| Point72 Asia (Singapore) Pte. Ltd. | – | – | – | – | Not filed |
| Point72 Europe (London) LLP | – | – | – | – | Not filed |