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, Q1 2026
Institutional positions in Southern Missouri Bancorp, Inc. as of Mar 31, 2026. 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
- 148
- +3 vs. Q4 2025
- Shares held
- 6.18M
- +694.5K (+12.7%) vs. Q4 2025
- Total value
- $394.8M
- +$70.8M (+21.8%) vs. Q4 2025
- New holders
- 23
- 57 more added
- Sold out
- 20
- 39 more reduced
2 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Southern Missouri Bancorp, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Keating Financial Advisory Services, Inc. | 1 | $64 | 0.00% | +1 | New |
| Sunbelt Securities, Inc. | 2 | $128 | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 3 | $192 | 0.00% | +3 | New |
| SJS Investment Consulting Inc. | 8 | $512 | 0.00% | +1+14.3% | Added |
| Basecamp Wealth Advisors LLC | 13 | $831 | 0.00% | +13 | New |
| Nisa Investment Advisors, LLC | 15 | $959 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 10 | $1.00K | 0.00% | −15−60.0% | Reduced |
| Bare Financial Services, Inc | 16 | $1.02K | 0.00% | +16 | New |
| Root Financial Partners, LLC | 19 | $1.22K | 0.00% | +19 | New |
| UMA Financial Services, Inc. | 25 | $1.60K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 28 | $1.79K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 29 | $1.85K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 38 | $2.43K | 0.00% | +24+171.4% | Added |
| SRS Capital Advisors, Inc. | 91 | $2.88K | 0.00% | +90+9,000.0% | Added |
| Farther Finance Advisors, LLC | 47 | $3.02K | 0.00% | +5+11.9% | Added |
| Rothschild Investment LLC | 54 | $3.45K | 0.00% | +32+145.5% | Added |
| Essential Partners LLC | 62 | $3.96K | 0.00% | +2+3.3% | Added |
| IFP Advisors, Inc | 71 | $4.54K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 82 | $5.24K | 0.00% | −8−8.9% | Reduced |
| MAI Capital Management | 82 | $5.24K | 0.00% | +75+1,071.4% | Added |
| EverSource Wealth Advisors, LLC | 105 | $6.71K | 0.00% | +44+72.1% | Added |
| US Bancorp | 121 | $7.74K | 0.00% | +45+59.2% | Added |
| Parallel Advisors, LLC | 125 | $7.99K | 0.00% | +31+33.0% | Added |
| GAMMA Investing LLC | 183 | $11.7K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 225 | $14.4K | 0.00% | +78+53.1% | Added |
| Sterling Capital Management LLC | 300 | $19.2K | 0.00% | −215−41.7% | Reduced |
| Signaturefd, LLC | 335 | $21.4K | 0.00% | +43+14.7% | Added |
| Versant Capital Management, Inc | 387 | $24.7K | 0.00% | +62+19.1% | Added |
| Tower Research Capital LLC (TRC) | 452 | $28.9K | 0.00% | +239+112.2% | Added |
| State of Alaska, Department of Revenue | 456 | $29.0K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 466 | $30.0K | 0.00% | −1,701−78.5% | Reduced |
| Royal Bank of Canada | 564 | $36.0K | 0.00% | +313+124.7% | Added |
| Private Trust Co NA | 587 | $37.5K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 648 | $41.4K | 0.00% | +2+0.3% | Added |
| Quadrant Capital Group LLC | 673 | $43.0K | 0.00% | +59+9.6% | Added |
| Ameritas Investment Partners, Inc. | 808 | $51.7K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 872 | $55.8K | 0.00% | +872 | New |
| Jones Financial Companies LLLP | 1,020 | $63.7K | 0.00% | +4+0.4% | Added |
| The PNC Financial Services Group, Inc. | 1,018 | $65.1K | 0.00% | +18+1.8% | Added |
| STRS Ohio | 1,800 | $115.1K | 0.00% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 2,000 | $127.9K | 0.00% | 00.0% | Unchanged |
| Vanguard Investments Australia, Ltd. | 2,109 | $134.8K | 0.00% | +2,109 | New |
| Police & Firemen's Retirement System of New Jersey | 2,612 | $167.0K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 2,970 | $190.0K | 0.00% | −2,567−46.4% | Reduced |
| Los Angeles Capital Management LLC | 2,978 | $190.4K | 0.00% | −1,157−28.0% | Reduced |
| Acropolis Investment Management, LLC | 3,045 | $194.7K | 0.01% | +3,045 | New |
| Jump Financial, LLC | 3,400 | $217.4K | 0.00% | −1,941−36.3% | Reduced |
| Wells Fargo & Company | 3,641 | $232.8K | 0.00% | −7,175−66.3% | Reduced |
| EntryPoint Capital, LLC | 3,732 | $238.6K | 0.07% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 3,869 | $247.4K | 0.00% | +3,869 | New |
| CWM, LLC | 3,998 | $255.6K | 0.00% | +995+33.1% | Added |
| Krilogy Financial LLC | 4,017 | $264.1K | 0.01% | −18−0.4% | Reduced |
| New York State Common Retirement Fund | 4,180 | $267.3K | 0.00% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 4,444 | $284.2K | 0.00% | +1,032+30.2% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 4,606 | $294.5K | 0.00% | +102+2.3% | Added |
| Enterprise Financial Services Corp | 4,798 | $306.8K | 0.16% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 4,907 | $313.8K | 0.00% | +4,907 | New |
| Odyssean, LLC | 5,380 | $344.0K | 0.13% | +5,380 | New |
| Inceptionr LLC | 5,409 | $345.9K | 0.08% | +5,409 | New |
| Simmons Bank | 5,540 | $354.2K | 0.02% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 5,667 | $361.8K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 5,694 | $364.1K | 0.00% | +245+4.5% | Added |
| Rafferty Asset Management, LLC | 5,835 | $373.1K | 0.00% | −1,374−19.1% | Reduced |
| Welch & Forbes LLC | 6,000 | $383.6K | 0.00% | −99−1.6% | Reduced |
| Zacks Investment Management | 6,020 | $384.9K | 0.00% | +648+12.1% | Added |
| Vanguard Global Advisers, LLC | 6,051 | $386.9K | 0.00% | +6,051 | New |
| Cetera Investment Advisers | 6,280 | $401.5K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 6,459 | $413.0K | 0.00% | +6,459 | New |
| Canada Pension Plan Investment Board | 6,700 | $428.4K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 6,728 | $430.2K | 0.00% | +358+5.6% | Added |
| Legal & General Group Plc | 6,861 | $438.7K | 0.00% | −1,959−22.2% | Reduced |
| Vanguard Asset Management, Ltd | 7,249 | $463.5K | 0.00% | +7,249 | New |
| Deutsche Bank AG | 7,419 | $474.4K | 0.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 7,472 | $478.0K | 0.00% | +1,733+30.2% | Added |
| Alps Advisors Inc | 8,028 | $513.3K | 0.00% | −243−2.9% | Reduced |
| UBS Asset Management Americas Inc | 8,134 | $520.1K | 0.00% | +258+3.3% | Added |
| Ieq Capital, LLC | 8,175 | $522.7K | 0.00% | +1,070+15.1% | Added |
| Federated Hermes, Inc. | 8,641 | $552.5K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 8,772 | $560.9K | 0.00% | −72−0.8% | Reduced |
| Alliancebernstein L.P. | 9,780 | $578.2K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 9,336 | $596.9K | 0.00% | +9,336 | New |
| Gsa Capital Partners LLP | 9,436 | $603.0K | 0.04% | −349−3.6% | Reduced |
| Engineers Gate Manager LP | 9,726 | $621.9K | 0.01% | +4,263+78.0% | Added |
| Trexquant Investment LP | 9,895 | $632.7K | 0.00% | +9,895 | New |
| Assenagon Asset Management S.A. | 10,007 | $639.8K | 0.00% | −9,472−48.6% | Reduced |
| Independent Advisor Alliance | 10,707 | $684.6K | 0.01% | +7+0.1% | Added |
| Legato Capital Management LLC | 10,728 | $685.9K | 0.06% | +10,728 | New |
| HRT Financial LP | 10,736 | $686.0K | 0.00% | −1,667−13.4% | Reduced |
| Rhumbline Advisers | 11,910 | $761.5K | 0.00% | −197−1.6% | Reduced |
| Quantinno Capital Management LP | 12,326 | $788.1K | 0.00% | +4,517+57.8% | Added |
| Balboa Wealth Partners | 12,943 | $827.6K | 0.14% | 00.0% | Unchanged |
| Voleon Capital Management LP | 13,490 | $862.6K | 0.02% | +7,235+115.7% | Added |
| BNP Paribas Arbitrage, SA | 13,833 | $884.5K | 0.00% | +2,430+21.3% | Added |
| Invesco Ltd. | 14,000 | $895.2K | 0.00% | −464−3.2% | Reduced |
| Ameriprise Financial Inc | 14,400 | $920.7K | 0.00% | +7,400+105.7% | Added |
| HSBC Holdings PLC | 14,671 | $932.6K | 0.00% | −4,107−21.9% | Reduced |
| Integrated Quantitative Investments LLC | 14,804 | $946.6K | 0.17% | +14,804 | New |
| SEI Investments Co | 15,001 | $959.2K | 0.00% | +11,137+288.2% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 15,312 | $979.0K | 0.00% | +9,156+148.7% | Added |
| First Financial Bankshares Inc | 15,387 | $983.8K | 0.02% | 00.0% | Unchanged |