Southern Missouri BancorpSMBC

13F holders, Q1 2025 (March 31)
112holders −2
9new positions
10sold out
5famous investors
$52.02avg. 13F price*

At the end of Q1 2025, 112 institutions reported holding Southern Missouri Bancorp (SMBC) in their 13F filings, down 2 from Q4 2024. 9 opened new positions and 10 sold out. The largest holders were FMR LLC ($44.9M), BlackRock, Inc. ($39.9M) and Vanguard Group Inc. ($31.7M). 5 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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions9$2.5M
Exits10$7.7M

All 13F filers, Q4 2024 → Q1 2025: 290,763 shares bought and 283,302 shares sold, net +7,461 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 112 holders

FMR LLC 0.00% Add +7.0% 863,990 $44.9M
BlackRock, Inc. 0.00% Reduce -1.3% 767,169 $39.9M
Vanguard Group Inc. 0.00% Add +2.1% 609,644 $31.7M
Dimensional Fund Advisors LP 0.01% Add +4.3% 414,731 $21.6M
FJ Capital Management LLC 1.90% Reduce -3.5% 352,105 $18.3M
Manufacturers Life Insurance Company, The 0.01% Add +0.7% 257,418 $13.4M
American Century Companies Inc. 0.01% Add +10.5% 229,885 $12.0M
Raffles Associates LP 14.52% Add +0.1% 229,249 $11.9M
Geode Capital Management, LLC 0.00% Add +2.0% 219,862 $11.4M
State Street Corp. 0.00% Add +1.4% 207,717 $10.8M
Hotchkis & Wiley Capital Management LLC 0.02% Add +63.4% 107,690 $5.6M
Franklin Resources Inc. 0.00% Reduce -8.6% 100,213 $5.2M
Renaissance Technologies 0.01% Add +8.0% 99,834 $5.2M
Northern Trust Corp. 0.00% Reduce -4.6% 94,075 $4.9M
Charles Schwab Investment Management Inc. 0.00% Reduce -8.8% 83,448 $4.3M
Siena Capital Partners GP, LLC 1.23% No change 79,314 $4.1M
JPMorgan Chase & Co. 0.00% Reduce -20.9% 68,080 $3.5M
Morgan Stanley 0.00% Add +0.7% 56,362 $2.9M
ACR Alpine Capital Research, LLC 0.05% Add +2.3% 48,543 $2.5M
Millennium Management 0.00% Add +41.0% 46,474 $2.4M
Bank of New York Mellon Corp 0.00% Reduce -0.0% 45,909 $2.4M
Goldman Sachs Group Inc. 0.00% Reduce -17.3% 36,081 $1.9M
First Trust Advisors LP 0.00% Reduce -1.5% 35,806 $1.9M
Bridgeway Capital Management, LLC 0.04% Add +5.3% 33,546 $1.7M
Russell Investments Group, Ltd. 0.00% No change 31,039 $1.6M
Acadian Asset Management LLC 0.00% Reduce -8.1% 30,145 $1.6M
Epoch Investment Partners, Inc. 0.01% Reduce -48.5% 27,310 $1.4M
Brandywine Global Investment Management, LLC 0.01% Reduce -4.1% 25,832 $1.3M
Nuveen, LLC 0.00% — 24,960 $1.3M
Two Sigma Advisers, LP 0.00% Reduce -1.2% 24,000 $1.2M
Empowered Funds, LLC 0.02% Add +8.2% 22,546 $1.2M
Barclays PLC 0.00% Reduce -18.1% 22,331 $1.2M
Ameriprise Financial Inc. 0.00% Add +155.6% 20,700 $1.1M
Victory Capital Management Inc. 0.00% Add +7.9% 20,380 $1.1M
Lazard Asset Management LLC 0.00% Add +462.9% 19,937 $1.0M
Martingale Asset Management L P 0.03% Reduce -3.7% 19,570 $1.0M
Swiss National Bank 0.00% Reduce -2.1% 18,553 $965K
Qube Research & Technologies Ltd 0.00% Add +37.6% 17,683 $920K
First Financial Bankshares Inc 0.02% No change 15,387 $800K
Invesco Ltd. 0.00% Reduce -7.9% 15,119 $786K
Rhumbline Advisers 0.00% Reduce -4.3% 14,618 $760K
Kennedy Capital Management LLC 0.02% No change 14,389 $749K
Jane Street Group, LLC 0.00% New 14,230 $740K
Two Sigma Investments, LP 0.00% Reduce -10.1% 13,680 $712K
D. E. Shaw & Co. 0.00% Add +23.2% 13,105 $682K
Balboa Wealth Partners 0.16% Reduce -21.8% 12,775 $665K
Susquehanna International Group, LLP 0.00% Add +155.3% 12,147 $632K
Independent Advisor Alliance 0.02% Reduce -0.0% 11,855 $617K
Los Angeles Capital Management LLC 0.00% Reduce -13.0% 11,610 $604K
Creative Planning 0.00% Add +33.6% 11,151 $580K
BTC Capital Management, Inc. 0.05% No change 10,792 $561K
Bank of America Corp. 0.00% Reduce -16.6% 10,622 $553K
Citadel Advisors 0.00% Reduce -17.1% 10,541 $548K
Connor, Clark & Lunn Investment Management Ltd. 0.00% Add +10.5% 10,226 $532K
Dynamic Technology Lab Private Ltd 0.07% New 9,931 $517K
Alliancebernstein L.P. 0.00% Reduce -3.5% 9,780 $509K
AQR Capital Management 0.00% Add +122.9% 9,623 $501K
Deutsche Bank AG 0.00% Reduce -9.4% 8,995 $468K
California State Teachers Retirement System 0.00% No change 8,938 $465K
Legal & General Group Plc 0.00% No change 8,288 $431K
Panagora Asset Management Inc. 0.00% New 8,086 $421K
HSBC Holdings PLC 0.00% Reduce -2.3% 8,036 $419K
Citigroup Inc. 0.00% Reduce -7.9% 7,695 $400K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +15.6% 7,522 $391K
Welch & Forbes LLC 0.00% Reduce -6.8% 6,099 $317K
UBS Group AG 0.00% Reduce -22.4% 6,083 $316K
Royal Bank of Canada 0.00% Reduce -4.3% 5,903 $308K
Intech Investment Management LLC 0.00% Add +42.0% 5,911 $307K
Wells Fargo & Company 0.00% Reduce -6.5% 5,704 $297K
Janus Henderson Group PLC 0.00% No change 5,667 $297K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +4.3% 5,681 $296K
Verition Fund Management LLC 0.00% New 5,590 $291K
Sei Investments Co. 0.00% New 5,564 $289K
Simmons Bank 0.02% No change 5,540 $288K
MetLife Investment Management, LLC 0.00% Reduce -1.9% 5,472 $285K
Cetera Investment Advisers 0.00% No change 5,263 $274K
SG Americas Securities, LLC 0.00% Add +1.6% 5,106 $266K
Voleon Capital Management LP 0.02% New 4,897 $255K
Enterprise Financial Services Corp 0.15% No change 4,798 $250K
Corebridge Financial, Inc. 0.00% Reduce -1.5% 4,655 $242K
Teacher Retirement System of Texas 0.00% Reduce -66.2% 4,431 $231K
T. Rowe Price Associates Inc. 0.00% Add +9.7% 4,190 $218K
New York State Common Retirement Fund 0.00% No change 4,180 $217K
Thrivent Financial for Lutherans 0.00% No change 4,097 $213K
Assenagon Asset Management S.A. 0.00% Reduce -73.7% 3,933 $205K
BNP Paribas Financial Markets 0.00% Reduce -13.6% 3,239 $168K
Police & Firemen's Retirement System of New Jersey 0.00% No change 2,612 $136K
KLP Kapitalforvaltning As 0.00% No change 2,400 $125K
Federated Hermes, Inc. 0.00% No change 2,065 $107K
STRS Ohio 0.00% No change 1,800 $94K
PNC Financial Services Group, Inc. 0.00% No change 1,000 $52K
Ameritas Investment Partners, Inc. 0.00% No change 983 $51K
Quadrant Capital Group LLC 0.00% Reduce -10.2% 617 $32K
Cwm, LLC 0.00% Add +34.8% 480 $25K
CANADA LIFE ASSURANCE Co 0.00% No change 343 $18K
Amalgamated Bank 0.00% No change 324 $17K
Tower Research Capital LLC (TRC) 0.00% Add +6.0% 318 $17K
Lindbrook Capital, LLC 0.00% No change 196 $10K
Sterling Capital Management LLC 0.00% Reduce -46.0% 164 $9K
Simplex Trading, LLC 0.00% New 118 $6K
Signaturefd, LLC 0.00% No change 95 $5K
GAMMA Investing LLC 0.00% Add +44.3% 88 $5K
Versant Capital Management, Inc 0.00% No change 83 $4K
Jones Financial Companies LLLP 0.00% New 72 $4K
Covestor Ltd 0.00% Reduce -27.3% 32 $2K
Huntington National Bank 0.00% Add +26.1% 29 $2K
Physician Wealth Advisors, Inc. 0.00% No change 15 $781
Nisa Investment Advisors, LLC 0.00% No change 15 $780
US Bancorp \de 0.00% Add +175.0% 11 $572
Allworth Financial LP 0.00% No change 7 $371
True Wealth Design, LLC 0.00% New 3 $157
AlphaQuest LLC 0.00% Reduce -100.0% 1 $52

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