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 |
|---|---|---|---|---|---|
| Wells Fargo & Company | 3,641 | $232.8K | 0.00% | −7,175−66.3% | Reduced |
| Jump Financial, LLC | 3,400 | $217.4K | 0.00% | −1,941−36.3% | Reduced |
| Acropolis Investment Management, LLC | 3,045 | $194.7K | 0.01% | +3,045 | New |
| Los Angeles Capital Management LLC | 2,978 | $190.4K | 0.00% | −1,157−28.0% | Reduced |
| SG Americas Securities, LLC | 2,970 | $190.0K | 0.00% | −2,567−46.4% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 2,612 | $167.0K | 0.00% | 00.0% | Unchanged |
| Vanguard Investments Australia, Ltd. | 2,109 | $134.8K | 0.00% | +2,109 | New |
| KLP Kapitalforvaltning AS | 2,000 | $127.9K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 1,800 | $115.1K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,018 | $65.1K | 0.00% | +18+1.8% | Added |
| Jones Financial Companies LLLP | 1,020 | $63.7K | 0.00% | +4+0.4% | Added |
| Aquatic Capital Management LLC | 872 | $55.8K | 0.00% | +872 | New |
| Ameritas Investment Partners, Inc. | 808 | $51.7K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 673 | $43.0K | 0.00% | +59+9.6% | Added |
| Advisor Group Holdings, Inc. | 648 | $41.4K | 0.00% | +2+0.3% | Added |
| Private Trust Co NA | 587 | $37.5K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 564 | $36.0K | 0.00% | +313+124.7% | Added |
| Great West Life Assurance Co | 466 | $30.0K | 0.00% | −1,701−78.5% | Reduced |
| State of Alaska, Department of Revenue | 456 | $29.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 452 | $28.9K | 0.00% | +239+112.2% | Added |
| Versant Capital Management, Inc | 387 | $24.7K | 0.00% | +62+19.1% | Added |
| Signaturefd, LLC | 335 | $21.4K | 0.00% | +43+14.7% | Added |
| Sterling Capital Management LLC | 300 | $19.2K | 0.00% | −215−41.7% | Reduced |
| Allworth Financial LP | 225 | $14.4K | 0.00% | +78+53.1% | Added |
| GAMMA Investing LLC | 183 | $11.7K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 125 | $7.99K | 0.00% | +31+33.0% | Added |
| US Bancorp | 121 | $7.74K | 0.00% | +45+59.2% | Added |
| EverSource Wealth Advisors, LLC | 105 | $6.71K | 0.00% | +44+72.1% | Added |
| MAI Capital Management | 82 | $5.24K | 0.00% | +75+1,071.4% | Added |
| Optiver Holding B.V. | 82 | $5.24K | 0.00% | −8−8.9% | Reduced |
| IFP Advisors, Inc | 71 | $4.54K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 62 | $3.96K | 0.00% | +2+3.3% | Added |
| Rothschild Investment LLC | 54 | $3.45K | 0.00% | +32+145.5% | Added |
| Farther Finance Advisors, LLC | 47 | $3.02K | 0.00% | +5+11.9% | Added |
| SRS Capital Advisors, Inc. | 91 | $2.88K | 0.00% | +90+9,000.0% | Added |
| Larson Financial Group LLC | 38 | $2.43K | 0.00% | +24+171.4% | Added |
| Huntington National Bank | 29 | $1.85K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 28 | $1.79K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 25 | $1.60K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 19 | $1.22K | 0.00% | +19 | New |
| Bare Financial Services, Inc | 16 | $1.02K | 0.00% | +16 | New |
| Covestor Ltd | 10 | $1.00K | 0.00% | −15−60.0% | Reduced |
| Nisa Investment Advisors, LLC | 15 | $959 | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 13 | $831 | 0.00% | +13 | New |
| SJS Investment Consulting Inc. | 8 | $512 | 0.00% | +1+14.3% | Added |
| JPL Wealth Management, LLC | 3 | $192 | 0.00% | +3 | New |
| Sunbelt Securities, Inc. | 2 | $128 | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 1 | $64 | 0.00% | +1 | New |
| 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 |