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 |
|---|---|---|---|---|---|
| Krilogy Financial LLC | 3,966 | $302.2K | 0.01% | −51−1.3% | Reduced |
| R Squared Ltd | 3,892 | $296.6K | 0.16% | +3,892 | New |
| EntryPoint Capital, LLC | 3,732 | $284.4K | 0.07% | 00.0% | Unchanged |
| Diversified Trust Co | 3,556 | $271.0K | 0.00% | +3,556 | New |
| Wealth Enhancement Advisory Services, LLC | 3,481 | $259.1K | 0.00% | +3,481 | New |
| JMN Financial LLC | 3,078 | $234.6K | 0.18% | +3,078 | New |
| Acropolis Investment Management, LLC | 3,045 | $232.1K | 0.01% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 2,978 | $227.0K | 0.00% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 2,920 | $222.5K | 0.00% | +2,920 | New |
| Occudo Quantitative Strategies LP | 2,746 | $209.3K | 0.01% | +2,746 | New |
| Police & Firemen's Retirement System of New Jersey | 2,612 | $199.1K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 2,200 | $167.7K | 0.00% | +400+22.2% | Added |
| Vanguard Investments Australia, Ltd. | 2,109 | $160.7K | 0.00% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 2,000 | $152.4K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,023 | $78.5K | 0.00% | +3+0.3% | Added |
| The PNC Financial Services Group, Inc. | 1,018 | $77.6K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 808 | $61.6K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 772 | $58.8K | 0.00% | +757+5,046.7% | Added |
| SRS Capital Advisors, Inc. | 718 | $54.7K | 0.00% | +627+689.0% | Added |
| Advisor Group Holdings, Inc. | 650 | $49.5K | 0.00% | +2+0.3% | Added |
| Tower Research Capital LLC (TRC) | 596 | $45.4K | 0.00% | +144+31.9% | Added |
| Private Trust Co NA | 587 | $44.8K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 466 | $35.0K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 456 | $34.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 387 | $29.5K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 335 | $25.5K | 0.00% | +110+48.9% | Added |
| Signaturefd, LLC | 335 | $25.5K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 302 | $23.0K | 0.00% | −262−46.5% | Reduced |
| Sterling Capital Management LLC | 183 | $13.9K | 0.00% | −117−39.0% | Reduced |
| GAMMA Investing LLC | 183 | $13.9K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 172 | $13.1K | 0.00% | +172 | New |
| Parallel Advisors, LLC | 125 | $9.53K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 121 | $9.22K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 98 | $7.47K | 0.00% | +16+19.5% | Added |
| EverSource Wealth Advisors, LLC | 93 | $7.09K | 0.00% | −12−11.4% | Reduced |
| IFP Advisors, Inc | 83 | $6.33K | 0.00% | +12+16.9% | Added |
| Rothschild Investment LLC | 70 | $5.33K | 0.00% | +16+29.6% | Added |
| Essential Partners LLC | 51 | $3.89K | 0.00% | −11−17.7% | Reduced |
| Farther Finance Advisors, LLC | 47 | $3.58K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 46 | $3.51K | 0.00% | +21+84.0% | Added |
| Larson Financial Group LLC | 38 | $2.90K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 29 | $2.21K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 28 | $2.13K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 18 | $1.37K | 0.00% | +5+38.5% | Added |
| Bare Financial Services, Inc | 16 | $1.22K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 7 | $1.00K | 0.00% | −3−30.0% | Reduced |
| SJS Investment Consulting Inc. | 9 | $686 | 0.00% | +1+12.5% | Added |
| Clearstead Advisors, LLC | 7 | $535 | 0.00% | +7 | New |
| Fortitude Family Office, LLC | 6 | $457 | 0.00% | +6 | New |
| JPL Wealth Management, LLC | 3 | $229 | 0.00% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 0 | $0 | 0.00% | −280,424−100.0% | Sold out |
| FJ Capital Management LLC | 0 | $0 | 0.00% | −202,427−100.0% | Sold out |
| Kennedy Capital Management, Inc. | 0 | $0 | 0.00% | −18,836−100.0% | Sold out |
| Integrated Quantitative Investments LLC | 0 | $0 | 0.00% | −14,804−100.0% | Sold out |
| Legato Capital Management LLC | 0 | $0 | 0.00% | −10,728−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −10,007−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −5,409−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −3,869−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −3,400−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −872−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −673−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −82−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Keating Financial Advisory Services, Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Janus Henderson Group PLC | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |
| Sunbelt Securities, Inc. | – | – | – | – | Not filed |