Southern Missouri BancorpSMBC

13F holders, Q1 2024 (March 31)
92holders
1famous investor
$43.71avg. 13F price*

At the end of Q1 2024, 92 institutions reported holding Southern Missouri Bancorp (SMBC) in their 13F filings. The largest holders were FMR LLC ($36.4M), BlackRock Inc. ($29.7M) and FJ Capital Management LLC ($26.4M). One famous investor held it Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

Company
Southern Missouri Bancorp
CUSIP
843380106
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 92Q1 2024Q2 2024: 100Q2 2024Q3 2024: 108Q3 2024Q4 2024: 114Q4 2024Q1 2025: 112Q1 2025Q2 2025: 113Q2 2025Q3 2025: 135Q3 2025Q4 2025: 147Q4 2025Q1 2026: 148Q1 2026Q2 2026: 150Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions14$2.7M
Exits8$2.5M

Ownership 92 holders

FMR LLC 0.00% Add +2.8% 832,905 $36.4M
BlackRock Inc. 0.00% Reduce -3.9% 679,304 $29.7M
FJ Capital Management LLC 2.69% Reduce -0.5% 604,993 $26.4M
Vanguard Group Inc. 0.00% Add +0.7% 578,818 $25.3M
Dimensional Fund Advisors LP 0.00% Add +6.1% 338,233 $14.8M
Manufacturers Life Insurance Company, The 0.01% Reduce -5.8% 274,993 $12.0M
Epoch Investment Partners, Inc. 0.05% Reduce -10.0% 245,131 $10.7M
Raffles Associates LP 12.14% Add +3.0% 239,292 $10.5M
Missouri Trust & Investment Co 3.67% Reduce -0.1% 217,642 $9.5M
Geode Capital Management, LLC 0.00% Add +1.9% 213,518 $9.3M
State Street Corp. 0.00% Reduce -2.3% 183,743 $8.0M
American Century Companies Inc. 0.00% Add +31.7% 118,024 $5.2M
Northern Trust Corp. 0.00% Reduce -5.1% 100,608 $4.4M
Renaissance Technologies 0.01% Add +16.0% 99,534 $4.4M
Siena Capital Partners GP, LLC 1.16% No change 79,314 $3.5M
Franklin Resources Inc. 0.00% Reduce -0.0% 70,189 $3.1M
Bank of New York Mellon Corp 0.00% Reduce -3.9% 49,141 $2.1M
ACR Alpine Capital Research, LLC 0.06% Add +36.1% 48,735 $2.1M
First Trust Advisors LP 0.00% Add +1.8% 32,600 $1.4M
Russell Investments Group, Ltd. 0.00% Reduce -31.5% 31,039 $1.4M
Brandywine Global Investment Management, LLC 0.01% Reduce -0.7% 29,962 $1.3M
Bridgeway Capital Management, LLC 0.03% Add +4.5% 28,701 $1.3M
Charles Schwab Investment Management Inc. 0.00% Reduce -2.6% 25,289 $1.1M
Nuveen Asset Management, LLC 0.00% No change 23,120 $1.0M
Morgan Stanley 0.00% Reduce -25.0% 22,461 $982K
Invesco Ltd. 0.00% Add +50.8% 22,062 $964K
Assenagon Asset Management S.A. 0.00% Add +73.5% 21,017 $919K
Forvis Mazars Wealth Advisors, LLC 0.02% New 19,709 $861K
Swiss National Bank 0.00% No change 18,953 $828K
Acadian Asset Management LLC 0.00% No change 18,640 $813K
BTC Capital Management, Inc. 0.07% — 18,335 $801K
Victory Capital Management Inc. 0.00% Add +5.9% 18,000 $787K
Empowered Funds, LLC 0.01% Add +7.4% 17,701 $774K
Two Sigma Advisers, LP 0.00% Reduce -2.2% 17,500 $765K
Barclays PLC 0.00% Reduce -26.9% 17,411 $761K
JPMorgan Chase & Co. 0.00% Add +73.0% 16,810 $735K
Balboa Wealth Partners 0.23% Add +1.5% 16,175 $707K
First Financial Bankshares Inc 0.02% No change 15,387 $673K
Rhumbline Advisers 0.00% Add +3.3% 14,084 $616K
Two Sigma Investments, LP 0.00% Add +41.0% 12,619 $552K
Cornercap Investment Counsel Inc. 0.08% New 12,559 $549K
Independent Advisor Alliance 0.02% No change 11,855 $518K
Smith, Moore & Co. 0.06% Reduce -17.3% 11,823 $517K
UBS Group AG 0.00% Reduce -1.4% 10,775 $471K
UMB Bank, n.a. 0.01% No change 9,747 $426K
California State Teachers Retirement System 0.00% Reduce -5.1% 9,612 $420K
Martingale Asset Management L P 0.01% No change 8,967 $392K
Legal & General Group Plc 0.00% No change 8,185 $358K
Credit Suisse AG/ 0.00% Add +12.9% 8,028 $351K
Alliancebernstein L.P. 0.00% Add +4.5% 7,410 $324K
Royal Bank of Canada 0.00% Reduce -27.0% 7,118 $311K
Welch & Forbes LLC 0.00% Reduce -9.1% 6,965 $304K
Squarepoint Ops LLC 0.00% New 6,730 $294K
Goldman Sachs Group Inc. 0.00% Reduce -63.1% 6,485 $283K
Los Angeles Capital Management LLC 0.00% Reduce -10.2% 6,400 $280K
Sentinel Trust Co. Lba 0.03% New 5,808 $254K
Triune Financial Partners, LLC 0.09% No change 5,798 $253K
Janus Henderson Group PLC 0.00% Add +0.0% 5,716 $251K
Simmons Bank 0.02% No change 5,540 $242K
Bank of America Corp. 0.00% Reduce -52.6% 5,489 $240K
Enterprise Financial Services Corp 0.14% No change 5,298 $232K
Cetera Investment Advisers 0.00% New 5,263 $230K
Qube Research & Technologies Ltd 0.00% New 4,879 $213K
Corton Capital Inc. 0.08% New 4,760 $208K
BNP Paribas Financial Markets 0.00% Add +86.8% 4,747 $207K
MetLife Investment Management, LLC 0.00% No change 4,698 $205K
Deutsche Bank AG 0.00% No change 4,682 $205K
American International Group, Inc. 0.00% Reduce -0.8% 4,678 $204K
New York State Common Retirement Fund 0.00% Add +0.1% 4,180 $183K
SG Americas Securities, LLC 0.00% Reduce -38.2% 3,468 $152K
Wells Fargo & Company 0.00% Add +14.7% 3,356 $147K
CANADA LIFE ASSURANCE Co 0.00% No change 3,298 $144K
Federated Hermes, Inc. 0.00% Add +25.5% 2,738 $120K
Citigroup Inc. 0.00% Add +33.5% 2,019 $88K
Tower Research Capital LLC (TRC) 0.00% Add +362.8% 1,416 $62K
PNC Financial Services Group, Inc. 0.00% No change 1,000 $44K
Ameritas Investment Partners, Inc. 0.00% No change 983 $43K
LSV Asset Management 0.00% Reduce -46.1% 700 $31K
Gradient Investments LLC 0.00% No change 600 $26K
EntryPoint Capital, LLC 0.02% New 572 $25K
Metropolitan Life Insurance Co 0.00% No change 488 $21K
Parallel Advisors, LLC 0.00% New 348 $15K
Quadrant Capital Group LLC 0.00% New 310 $14K
Osaic Holdings, Inc. 0.00% Add +18.6% 280 $12K
Amalgamated Bank 0.00% Reduce -63.1% 263 $11K
Cwm, LLC 0.00% New 89 $4K
GAMMA Investing LLC 0.00% No change 61 $3K
Huntington National Bank 0.00% New 23 $1K
Covestor Ltd 0.00% Add +2000.0% 21 $1K
Nisa Investment Advisors, LLC 0.00% No change 15 $656
IFP Advisors, Inc 0.00% New 13 $568
Avior Wealth Management, LLC 0.00% New 1 $43

"% of holder's portfolio" is SMBC's weight in each manager's 13F, not the share of Southern Missouri Bancorp the manager owns.