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 |
|---|---|---|---|---|---|
| Y-Intercept (Hong Kong) Ltd | 16,339 | $1.04M | 0.02% | +6,409+64.5% | Added |
| Qube Research & Technologies Ltd | 16,642 | $1.06M | 0.00% | +2,272+15.8% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 17,814 | $1.14M | 0.00% | −665−3.6% | Reduced |
| Kennedy Capital Management, Inc. | 18,836 | $1.20M | 0.03% | 00.0% | Unchanged |
| Swiss National Bank | 18,953 | $1.21M | 0.00% | 00.0% | Unchanged |
| Nuveen, LLC | 18,985 | $1.21M | 0.00% | +98+0.5% | Added |
| Victory Capital Management Inc | 19,500 | $1.25M | 0.00% | −250−1.3% | Reduced |
| Barclays PLC | 19,793 | $1.27M | 0.00% | −13,619−40.8% | Reduced |
| D. E. Shaw & Co., Inc. | 25,618 | $1.64M | 0.00% | −7,451−22.5% | Reduced |
| Bank of America Corp | 25,786 | $1.65M | 0.00% | +3,974+18.2% | Added |
| UBS Group AG | 27,853 | $1.78M | 0.00% | −30,319−52.1% | Reduced |
| Panagora Asset Management Inc | 33,268 | $2.13M | 0.01% | +19,286+137.9% | Added |
| First Trust Advisors LP | 33,602 | $2.15M | 0.00% | −571−1.7% | Reduced |
| FMR LLC | 34,477 | $2.20M | 0.00% | −5,805−14.4% | Reduced |
| Russell Investments Group, Ltd. | 39,076 | $2.50M | 0.00% | −94−0.2% | Reduced |
| Lazard Asset Management LLC | 41,560 | $2.66M | 0.00% | +3,503+9.2% | Added |
| Bank of New York Mellon Corp | 43,484 | $2.78M | 0.00% | −2,367−5.2% | Reduced |
| Two Sigma Investments, LP | 44,227 | $2.83M | 0.00% | +14,467+48.6% | Added |
| Acadian Asset Management LLC | 46,120 | $2.94M | 0.00% | +5,057+12.3% | Added |
| Empowered Funds, LLC | 46,088 | $2.95M | 0.02% | +46,088 | New |
| Millennium Management LLC | 47,045 | $3.01M | 0.00% | −35,935−43.3% | Reduced |
| Franklin Resources Inc | 56,777 | $3.63M | 0.00% | +23,659+71.4% | Added |
| JPMorgan Chase & Co | 57,863 | $3.65M | 0.00% | −12,308−17.5% | Reduced |
| Creative Planning | 58,876 | $3.76M | 0.00% | +10,535+21.8% | Added |
| Vanguard Fiduciary Trust Co | 59,553 | $3.81M | 0.00% | +59,553 | New |
| Maltese Capital Management LLC | 60,475 | $3.87M | 0.76% | +365+0.6% | Added |
| Goldman Sachs Group Inc | 71,935 | $4.60M | 0.00% | −6,229−8.0% | Reduced |
| Bridgeway Capital Management, LLC | 72,088 | $4.61M | 0.09% | +1,492+2.1% | Added |
| Charles Schwab Investment Management Inc | 77,131 | $4.93M | 0.00% | −812−1.0% | Reduced |
| Siena Capital Partners GP, LLC | 79,314 | $5.07M | 1.32% | 00.0% | Unchanged |
| AQR Capital Management LLC | 84,526 | $5.40M | 0.00% | +22,164+35.5% | Added |
| Renaissance Technologies LLC | 91,534 | $5.85M | 0.01% | −1,481−1.6% | Reduced |
| Northern Trust Corp | 93,428 | $5.97M | 0.00% | +4,170+4.7% | Added |
| ACR Alpine Capital Research, LLC | 94,707 | $6.06M | 0.09% | +3,675+4.0% | Added |
| Morgan Stanley | 100,037 | $6.40M | 0.00% | −2,669−2.6% | Reduced |
| Algert Global LLC | 124,981 | $7.99M | 0.12% | +2,790+2.3% | Added |
| Vanguard Portfolio Management LLC | 144,123 | $9.22M | 0.00% | +144,123 | New |
| Hotchkis & Wiley Capital Management LLC | 154,801 | $9.90M | 0.03% | +98,930+177.1% | Added |
| FJ Capital Management LLC | 202,427 | $12.9M | 1.46% | −98,517−32.7% | Reduced |
| Raffles Associates LP | 222,885 | $14.3M | 12.36% | −2,449−1.1% | Reduced |
| Geode Capital Management, LLC | 235,771 | $15.1M | 0.00% | +4,803+2.1% | Added |
| Manufacturers Life Insurance Company, The | 238,991 | $15.3M | 0.01% | −3,229−1.3% | Reduced |
| Clayton Financial Group LLC | 280,424 | $17.9M | 9.21% | 00.0% | Unchanged |
| State Street Corp | 281,511 | $18.0M | 0.00% | +5,602+2.0% | Added |
| American Century Companies Inc | 315,815 | $20.2M | 0.01% | +23,492+8.0% | Added |
| Vanguard Capital Management LLC | 431,696 | $27.6M | 0.00% | +431,696 | New |
| Dimensional Fund Advisors LP | 440,839 | $28.2M | 0.01% | +11,946+2.8% | Added |
| BlackRock, Inc. | 927,655 | $59.3M | 0.00% | −6,920−0.7% | Reduced |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −22,300−100.0% | Sold out |
| Epoch Investment Partners, Inc. | 0 | $0 | 0.00% | −17,544−100.0% | Sold out |
| Thrivent Financial for Lutherans | 0 | $0 | 0.00% | −14,811−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −12,628−100.0% | Sold out |
| Apollon Wealth Management, LLC | 0 | $0 | 0.00% | −11,180−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −8,167−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −6,776−100.0% | Sold out |
| Polymer Capital Management (US) LLC | 0 | $0 | 0.00% | −6,375−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −5,583−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −5,294−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −4,320−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −4,300−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −4,201−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −3,507−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −3,388−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −1,529−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −718−100.0% | Sold out |
| Amalgamated Bank | 0 | $0 | 0.00% | −304−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −120−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| Brandywine Global Investment Management, LLC | – | – | – | – | Not filed |