Southern Missouri BancorpSMBC

13F holders, Q3 2024 (September 30)
108holders +8
15new positions
8sold out
3famous investors
$56.54avg. 13F price*

At the end of Q3 2024, 108 institutions reported holding Southern Missouri Bancorp (SMBC) in their 13F filings, up 8 from Q2 2024. 15 opened new positions and 8 sold out. The largest holders were FMR LLC ($44.6M), BlackRock, Inc. ($42.7M) and Vanguard Group Inc. ($34.3M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions15$8.9M
Exits8$1.7M

All 13F filers, Q2 2024 → Q3 2024: 526,954 shares bought and 440,265 shares sold, net +86,689 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 108 holders

FMR LLC 0.00% Reduce -7.7% 788,859 $44.6M
BlackRock, Inc. 0.00% — 755,856 $42.7M
Vanguard Group Inc. 0.00% Add +2.1% 607,826 $34.3M
FJ Capital Management LLC 2.56% Reduce -13.0% 431,687 $24.4M
Dimensional Fund Advisors LP 0.01% Add +7.0% 379,142 $21.4M
Manufacturers Life Insurance Company, The 0.01% Reduce -2.6% 258,104 $14.6M
Raffles Associates LP 13.51% Reduce -3.8% 233,047 $13.2M
Geode Capital Management, LLC 0.00% Add +1.0% 217,753 $12.3M
State Street Corp. 0.00% Add +3.2% 198,201 $11.2M
American Century Companies Inc. 0.01% Add +21.6% 176,830 $10.0M
Franklin Resources Inc. 0.00% Add +48.2% 104,175 $6.1M
Renaissance Technologies 0.01% Reduce -12.0% 94,834 $5.4M
Northern Trust Corp. 0.00% Reduce -0.4% 93,873 $5.3M
Charles Schwab Investment Management Inc. 0.00% Add +147.9% 89,957 $5.1M
Siena Capital Partners GP, LLC 1.29% No change 79,314 $4.5M
Hotchkis & Wiley Capital Management LLC 0.01% New 65,320 $3.7M
ACR Alpine Capital Research, LLC 0.10% Add +0.2% 60,991 $3.4M
Epoch Investment Partners, Inc. 0.01% Add +21.6% 52,713 $3.0M
Morgan Stanley 0.00% Add +137.8% 50,090 $2.8M
Bank of New York Mellon Corp 0.00% Reduce -14.2% 45,003 $2.5M
Goldman Sachs Group Inc. 0.00% Add +115.4% 40,215 $2.3M
First Trust Advisors LP 0.00% Add +29.1% 39,740 $2.2M
Assenagon Asset Management S.A. 0.00% Add +103.4% 36,889 $2.1M
Millennium Management 0.00% Add +267.4% 36,224 $2.0M
Acadian Asset Management LLC 0.01% Add +22.9% 33,551 $1.9M
Russell Investments Group, Ltd. 0.00% No change 31,039 $1.8M
Bridgeway Capital Management, LLC 0.04% Add +3.1% 30,899 $1.7M
Brandywine Global Investment Management, LLC 0.01% Reduce -2.5% 27,939 $1.6M
Nuveen Asset Management, LLC 0.00% Add +18.4% 27,380 $1.5M
Two Sigma Advisers, LP 0.00% Reduce -13.1% 25,800 $1.5M
Barclays PLC 0.00% Add +90.3% 25,273 $1.4M
JPMorgan Chase & Co. 0.00% Add +249.1% 25,080 $1.4M
Two Sigma Investments, LP 0.00% Reduce -27.6% 22,632 $1.3M
Martingale Asset Management L P 0.03% Add +126.9% 20,330 $1.1M
Empowered Funds, LLC 0.02% Add +5.0% 19,899 $1.1M
Forvis Mazars Wealth Advisors, LLC 0.03% New 19,709 $1.1M
Gsa Capital Partners LLP 0.08% Add +94.9% 19,642 $1.1M
Victory Capital Management Inc. 0.00% Reduce -3.3% 19,350 $1.1M
Swiss National Bank 0.00% No change 18,953 $1.1M
Balboa Wealth Partners 0.23% Add +0.3% 16,295 $920K
First Financial Bankshares Inc 0.02% No change 15,387 $869K
Rhumbline Advisers 0.00% Add +5.8% 15,174 $857K
Invesco Ltd. 0.00% Reduce -35.6% 14,728 $832K
Los Angeles Capital Management LLC 0.00% Add +105.4% 12,570 $710K
Independent Advisor Alliance 0.02% No change 11,855 $670K
D. E. Shaw & Co. 0.00% Reduce -12.5% 11,801 $667K
Teacher Retirement System of Texas 0.00% New 11,074 $626K
BTC Capital Management, Inc. 0.06% Reduce -25.2% 10,955 $619K
Thrivent Financial for Lutherans 0.00% New 10,618 $600K
Qube Research & Technologies Ltd 0.00% Add +15.8% 10,318 $583K
Alliancebernstein L.P. 0.00% Add +21.6% 10,130 $572K
California State Teachers Retirement System 0.00% Reduce -3.1% 9,116 $515K
UMB Bank, n.a. 0.01% No change 9,000 $508K
Jane Street Group, LLC 0.00% Add +11.8% 8,420 $476K
HSBC Holdings PLC 0.00% New 8,468 $471K
Legal & General Group Plc 0.00% Add +1.3% 8,288 $468K
Ameriprise Financial Inc. 0.00% New 8,100 $458K
Bank of America Corp. 0.00% Add +10.3% 8,081 $456K
Janus Henderson Group PLC 0.00% Add +42.4% 8,071 $455K
Citigroup Inc. 0.00% Add +195.3% 7,353 $415K
Welch & Forbes LLC 0.01% No change 6,965 $393K
Royal Bank of Canada 0.00% Reduce -13.2% 6,788 $383K
Connor, Clark & Lunn Investment Management Ltd. 0.00% New 6,707 $379K
Creative Planning 0.00% Add +20.9% 6,610 $373K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -19.0% 6,505 $367K
Deutsche Bank AG 0.00% Add +40.1% 6,414 $362K
UBS Group AG 0.00% Add +36.7% 6,373 $360K
Triune Financial Partners, LLC 0.10% No change 5,798 $328K
Simmons Bank 0.02% No change 5,540 $313K
Cetera Investment Advisers 0.00% No change 5,263 $297K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +6.9% 5,219 $295K
MetLife Investment Management, LLC 0.00% No change 5,186 $293K
Corebridge Financial, Inc. 0.00% Reduce -0.6% 5,081 $287K
Zacks Investment Management 0.00% New 4,840 $273K
Enterprise Financial Services Corp 0.16% Reduce -9.4% 4,798 $271K
Trexquant Investment LP 0.00% New 4,781 $270K
BNP Paribas Financial Markets 0.00% Add +139.5% 4,673 $264K
Wells Fargo & Company 0.00% Add +4.5% 4,361 $246K
Occudo Quantitative Strategies LP 0.04% New 4,310 $243K
New York State Common Retirement Fund 0.00% No change 4,180 $236K
SG Americas Securities, LLC 0.00% New 4,132 $233K
Smith, Moore & Co. 0.02% Reduce -42.6% 4,118 $233K
Bailard, Inc. 0.01% Reduce -37.8% 4,050 $229K
Sei Investments Co. 0.00% New 3,865 $218K
Voya Investment Management LLC 0.00% New 3,750 $212K
Federated Hermes, Inc. 0.00% Reduce -0.1% 2,065 $117K
STRS Ohio 0.00% No change 1,800 $102K
Lazard Asset Management LLC 0.00% New 1,431 $80K
PNC Financial Services Group, Inc. 0.00% No change 1,000 $56K
Ameritas Investment Partners, Inc. 0.00% No change 983 $56K
Quadrant Capital Group LLC 0.00% Add +12.6% 714 $40K
Tower Research Capital LLC (TRC) 0.00% Reduce -62.5% 701 $40K
Picton Mahoney Asset Management 0.00% Add +69.5% 378 $21K
Cwm, LLC 0.00% Add +63.1% 336 $19K
CANADA LIFE ASSURANCE Co 0.00% No change 343 $19K
Amalgamated Bank 0.00% No change 324 $18K
Osaic Holdings, Inc. 0.00% Reduce -62.6% 219 $12K
Missouri Trust & Investment Co 0.00% Reduce -99.9% 200 $11K
Lindbrook Capital, LLC 0.00% No change 196 $11K
Signaturefd, LLC 0.00% No change 95 $5K

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

Show all 108 holders