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, Q2 2026
Institutional positions in Southern Missouri Bancorp, Inc. as of Jun 30, 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
- 150
- +5 vs. Q1 2026
- Shares held
- 6.28M
- +115.3K (+1.9%) vs. Q1 2026
- Total value
- $478.5M
- +$84.4M (+21.4%) vs. Q1 2026
- New holders
- 19
- 63 more added
- Sold out
- 14
- 30 more reduced
3 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Southern Missouri Bancorp, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| JPL Wealth Management, LLC | 3 | $229 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 6 | $457 | 0.00% | +6 | New |
| Clearstead Advisors, LLC | 7 | $535 | 0.00% | +7 | New |
| SJS Investment Consulting Inc. | 9 | $686 | 0.00% | +1+12.5% | Added |
| Covestor Ltd | 7 | $1.00K | 0.00% | −3−30.0% | Reduced |
| Bare Financial Services, Inc | 16 | $1.22K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 18 | $1.37K | 0.00% | +5+38.5% | Added |
| True Wealth Design, LLC | 28 | $2.13K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 29 | $2.21K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 38 | $2.90K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 46 | $3.51K | 0.00% | +21+84.0% | Added |
| Farther Finance Advisors, LLC | 47 | $3.58K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 51 | $3.89K | 0.00% | −11−17.7% | Reduced |
| Rothschild Investment LLC | 70 | $5.33K | 0.00% | +16+29.6% | Added |
| IFP Advisors, Inc | 83 | $6.33K | 0.00% | +12+16.9% | Added |
| EverSource Wealth Advisors, LLC | 93 | $7.09K | 0.00% | −12−11.4% | Reduced |
| Optiver Holding B.V. | 98 | $7.47K | 0.00% | +16+19.5% | Added |
| US Bancorp | 121 | $9.22K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 125 | $9.53K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 172 | $13.1K | 0.00% | +172 | New |
| Sterling Capital Management LLC | 183 | $13.9K | 0.00% | −117−39.0% | Reduced |
| GAMMA Investing LLC | 183 | $13.9K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 302 | $23.0K | 0.00% | −262−46.5% | Reduced |
| Signaturefd, LLC | 335 | $25.5K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 335 | $25.5K | 0.00% | +110+48.9% | Added |
| Versant Capital Management, Inc | 387 | $29.5K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 456 | $34.0K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 466 | $35.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 587 | $44.8K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 596 | $45.4K | 0.00% | +144+31.9% | Added |
| Advisor Group Holdings, Inc. | 650 | $49.5K | 0.00% | +2+0.3% | Added |
| SRS Capital Advisors, Inc. | 718 | $54.7K | 0.00% | +627+689.0% | Added |
| Nisa Investment Advisors, LLC | 772 | $58.8K | 0.00% | +757+5,046.7% | Added |
| Ameritas Investment Partners, Inc. | 808 | $61.6K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,018 | $77.6K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,023 | $78.5K | 0.00% | +3+0.3% | Added |
| KLP Kapitalforvaltning AS | 2,000 | $152.4K | 0.00% | 00.0% | Unchanged |
| Vanguard Investments Australia, Ltd. | 2,109 | $160.7K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 2,200 | $167.7K | 0.00% | +400+22.2% | Added |
| Police & Firemen's Retirement System of New Jersey | 2,612 | $199.1K | 0.00% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 2,746 | $209.3K | 0.01% | +2,746 | New |
| Swiss Life Asset Management Ltd | 2,920 | $222.5K | 0.00% | +2,920 | New |
| Los Angeles Capital Management LLC | 2,978 | $227.0K | 0.00% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 3,045 | $232.1K | 0.01% | 00.0% | Unchanged |
| JMN Financial LLC | 3,078 | $234.6K | 0.18% | +3,078 | New |
| Wealth Enhancement Advisory Services, LLC | 3,481 | $259.1K | 0.00% | +3,481 | New |
| Diversified Trust Co | 3,556 | $271.0K | 0.00% | +3,556 | New |
| EntryPoint Capital, LLC | 3,732 | $284.4K | 0.07% | 00.0% | Unchanged |
| R Squared Ltd | 3,892 | $296.6K | 0.16% | +3,892 | New |
| Krilogy Financial LLC | 3,966 | $302.2K | 0.01% | −51−1.3% | Reduced |
| New York State Common Retirement Fund | 4,180 | $318.6K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 4,288 | $326.8K | 0.00% | −2,171−33.6% | Reduced |
| Sequoia Financial Advisors, LLC | 4,402 | $335.5K | 0.00% | +4,402 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 4,458 | $339.7K | 0.00% | −148−3.2% | Reduced |
| LPL Financial LLC | 4,650 | $354.4K | 0.00% | +4,650 | New |
| Enterprise Financial Services Corp | 4,798 | $365.7K | 0.15% | 00.0% | Unchanged |
| Odyssean, LLC | 5,380 | $410.0K | 0.07% | 00.0% | Unchanged |
| Prudential Financial Inc | 5,450 | $415.3K | 0.00% | +5,450 | New |
| MetLife Investment Management | 5,484 | $417.9K | 0.00% | −210−3.7% | Reduced |
| Engineers Gate Manager LP | 5,530 | $421.4K | 0.01% | −4,196−43.1% | Reduced |
| Simmons Bank | 5,540 | $422.2K | 0.02% | 00.0% | Unchanged |
| Jupiter Topco LLC | 5,667 | $432.3K | 0.00% | +5,667 | New |
| Susquehanna Fundamental Investments, LLC | 5,963 | $454.4K | 0.01% | +5,963 | New |
| Welch & Forbes LLC | 6,000 | $457.3K | 0.01% | 00.0% | Unchanged |
| Zacks Investment Management | 6,020 | $458.8K | 0.00% | 00.0% | Unchanged |
| Vanguard Global Advisers, LLC | 6,051 | $461.1K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 6,191 | $472.0K | 0.00% | +3,221+108.5% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 6,212 | $473.4K | 0.00% | −9,100−59.4% | Reduced |
| Mercer Global Advisors Inc | 6,217 | $473.8K | 0.00% | +1,773+39.9% | Added |
| Cetera Investment Advisers | 6,280 | $478.6K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 6,284 | $478.9K | 0.02% | +6,284 | New |
| Rafferty Asset Management, LLC | 6,644 | $506.3K | 0.00% | +809+13.9% | Added |
| Canada Pension Plan Investment Board | 6,700 | $510.6K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 6,928 | $528.0K | 0.00% | +67+1.0% | Added |
| Federated Hermes, Inc. | 7,200 | $548.7K | 0.00% | −1,441−16.7% | Reduced |
| Vanguard Asset Management, Ltd | 7,249 | $552.4K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 7,615 | $580.3K | 0.00% | +7,615 | New |
| Price T Rowe Associates Inc | 7,720 | $589.0K | 0.00% | +248+3.3% | Added |
| UBS Asset Management Americas Inc | 7,789 | $593.6K | 0.00% | −345−4.2% | Reduced |
| Alps Advisors Inc | 8,104 | $617.6K | 0.00% | +76+0.9% | Added |
| Wells Fargo & Company | 8,166 | $622.4K | 0.00% | +4,525+124.3% | Added |
| Alliancebernstein L.P. | 9,930 | $634.9K | 0.00% | +150+1.5% | Added |
| SEI Investments Co | 8,448 | $643.8K | 0.00% | −6,553−43.7% | Reduced |
| California State Teachers Retirement System | 8,467 | $645.3K | 0.00% | −305−3.5% | Reduced |
| Ieq Capital, LLC | 8,484 | $646.6K | 0.00% | +309+3.8% | Added |
| Y-Intercept (Hong Kong) Ltd | 9,175 | $699.2K | 0.01% | −7,164−43.8% | Reduced |
| Deutsche Bank AG | 9,485 | $722.9K | 0.00% | +2,066+27.8% | Added |
| ExodusPoint Capital Management, LP | 9,690 | $738.5K | 0.01% | +9,690 | New |
| Independent Advisor Alliance | 9,711 | $740.1K | 0.02% | −996−9.3% | Reduced |
| Teacher Retirement System of Texas | 10,567 | $805.3K | 0.00% | +5,660+115.3% | Added |
| Voleon Capital Management LP | 10,825 | $825.0K | 0.02% | −2,665−19.8% | Reduced |
| Rhumbline Advisers | 12,419 | $946.4K | 0.00% | +509+4.3% | Added |
| Balboa Wealth Partners | 12,943 | $986.4K | 0.13% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 13,681 | $1.04M | 0.00% | −4,133−23.2% | Reduced |
| Two Sigma Investments, LP | 13,905 | $1.06M | 0.00% | −30,322−68.6% | Reduced |
| Ameriprise Financial Inc | 14,417 | $1.10M | 0.00% | +17+0.1% | Added |
| Invesco Ltd. | 14,975 | $1.14M | 0.00% | +975+7.0% | Added |
| First Financial Bankshares Inc | 15,387 | $1.17M | 0.02% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 16,304 | $1.24M | 0.00% | +16,304 | New |
| Citigroup Inc | 18,178 | $1.39M | 0.00% | +11,450+170.2% | Added |