SOUTHERN MISSOURI BANCORP, INC. - COMMON STOCK (SMBC) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / COMMON STOCK
Symbol
SMBC on Nasdaq
Shares outstanding
11,212,694
Price per share
$59.12
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
5,941,491
Total reported value
$312,290,385
% of total 13F portfolios
0%
Share change
-49,229
Value change
-$2,704,727
Number of holders
135
Price from insider filings
$59.12
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of SOUTHERN MISSOURI BANCORP, INC. - COMMON STOCK (SMBC) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
FMR LLC 5.2% $30,645,522 583,060 FMR LLC 30 Sep 2025
FJ Capital Management LLC 3.8% $22,788,757 431,687 FJ Capital Management LLC 30 Sep 2024

As of 30 Sep 2025, 135 institutional investors reported holding 5,941,491 shares of SOUTHERN MISSOURI BANCORP, INC. - COMMON STOCK (SMBC). This represents 53% of the company’s total 11,212,694 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of SOUTHERN MISSOURI BANCORP, INC. - COMMON STOCK (SMBC) together control 45% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 7.3% 818,415 +5.7% 0% $43,015,896
VANGUARD GROUP INC 5.6% 627,142 +0.17% 0% $32,962,584
FMR LLC 5.2% 583,060 -32% 0% $30,645,638
DIMENSIONAL FUND ADVISORS LP 3.9% 432,463 +0.94% 0% $22,730,830
FJ Capital Management LLC 2.7% 300,944 +6.4% 1.7% $15,817,617
AMERICAN CENTURY COMPANIES INC 2.5% 275,411 +10% 0.01% $14,475,602
MANUFACTURERS LIFE INSURANCE COMPANY, THE 2.2% 247,967 -1.8% 0.01% $13,033,146
GEODE CAPITAL MANAGEMENT, LLC 2.1% 232,630 +0.85% 0% $12,229,480
RAFFLES ASSOCIATES LP 2% 229,086 -0.07% 11% $12,040,760
STATE STREET CORP 1.9% 213,554 +0.63% 0% $11,224,398
RENAISSANCE TECHNOLOGIES LLC 1% 113,734 +3.7% 0.01% $5,977,859
MILLENNIUM MANAGEMENT LLC 0.9% 100,724 +87% 0% $5,294,053
NORTHERN TRUST CORP 0.86% 96,374 -0.68% 0% $5,065,417
MORGAN STANLEY 0.81% 90,693 +47% 0% $4,766,854
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.71% 79,585 +1.4% 0% $4,182,988
Siena Capital Partners GP, LLC 0.71% 79,314 0% 1.2% $4,168,744
UBS Group AG 0.63% 70,315 +8.5% 0% $3,695,756
JPMORGAN CHASE & CO 0.57% 63,467 +7.7% 0% $3,335,826
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.5% 55,771 -53% 0.01% $2,931,324
GOLDMAN SACHS GROUP INC 0.5% 55,631 +102% 0% $2,923,978
Qube Research & Technologies Ltd 0.48% 53,695 +65% 0% $2,822,209
ACR Alpine Capital Research, LLC 0.47% 53,207 +9.6% 0.05% $2,796,560
Bank of New York Mellon Corp 0.42% 47,395 +1.3% 0% $2,491,076
LAZARD ASSET MANAGEMENT LLC 0.37% 41,295 +5.6% 0% $2,170,465
TWO SIGMA INVESTMENTS, LP 0.37% 40,996 +151% 0% $2,154,750

Institutional Holders of SOUTHERN MISSOURI BANCORP, INC. - COMMON STOCK (SMBC) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 25,552 $1,510,287 +$1,197,677 $59.12 5
2025 Q3 5,941,491 $312,290,385 -$2,704,727 $52.56 135
2025 Q2 5,988,559 $328,051,941 +$8,900,751 $54.78 113
2025 Q1 5,827,146 $303,131,485 -$299,945 $52.02 112
2024 Q4 5,817,843 $333,771,449 +$8,215,094 $57.37 114
2024 Q3 5,671,189 $320,632,696 +$5,243,517 $56.49 108
2024 Q2 5,533,608 $249,047,139 -$5,498,534 $45.01 99
2024 Q1 5,657,942 $247,309,774 -$189,024 $43.71 92
2023 Q4 5,623,164 $300,218,240 +$5,250,219 $53.39 85
2023 Q3 5,575,556 $215,699,584 -$2,788,429 $38.69 79
2023 Q2 5,660,769 $217,654,861 +$10,318,155 $38.45 83
2023 Q1 5,383,701 $201,377,745 +$23,250,876 $37.41 89
2022 Q4 4,736,676 $217,082,437 -$1,096,348 $45.83 79
2022 Q3 4,758,715 $242,814,296 +$6,110,562 $51.03 81
2022 Q2 4,738,581 $214,451,401 -$1,899,581 $45.26 82
2022 Q1 4,771,762 $238,366,753 +$4,516,400 $49.95 86
2021 Q4 4,682,682 $244,283,343 +$3,626,508 $52.17 83
2021 Q3 4,371,078 $196,290,982 -$5,350,046 $44.89 70
2021 Q2 4,488,993 $201,827,531 +$1,306,553 $44.96 65
2021 Q1 4,471,864 $176,314,572 +$2,552,170 $39.42 64
2020 Q4 4,411,460 $134,293,019 -$1,427,599 $30.44 60
2020 Q3 4,504,819 $106,189,798 -$2,006,786 $23.58 59
2020 Q2 4,587,379 $111,078,217 +$508,065 $24.30 63
2020 Q1 4,574,232 $110,875,805 -$2,132,443 $24.27 62
2019 Q4 4,623,685 $177,357,312 -$725,734 $38.36 61
2019 Q3 4,587,819 $167,193,778 +$706,795 $36.43 62
2019 Q2 4,576,297 $159,386,213 +$3,157,912 $34.83 63
2019 Q1 4,511,912 $138,963,528 +$2,494,007 $30.80 64
2018 Q4 4,423,204 $149,937,503 +$685,510 $33.90 65
2018 Q3 4,391,748 $163,678,758 +$3,588,834 $37.27 69
2018 Q2 4,294,987 $167,597,334 +$2,244,090 $39.02 68
2018 Q1 4,239,532 $153,213,696 -$1,135,181 $36.60 66
2017 Q4 4,269,560 $160,503,300 +$4,281,315 $37.59 70
2017 Q3 4,152,705 $151,514,439 +$3,681,477 $36.49 62
2017 Q2 4,064,233 $131,108,163 +$26,129,840 $32.26 59
2017 Q1 3,250,475 $115,454,497 +$11,846,061 $35.52 61
2016 Q4 3,162,819 $111,905,109 +$4,274,549 $35.38 61
2016 Q3 2,835,658 $70,612,823 +$484,214 $24.90 52
2016 Q2 2,817,734 $66,303,613 +$5,428,120 $23.53 49
2016 Q1 2,574,750 $61,848,000 +$294,510 $24.02 38
2015 Q4 2,562,289 $61,247,000 +$754,689 $23.90 26
2015 Q3 2,560,908 $53,101,000 +$1,808,800 $20.72 25
2015 Q2 2,473,983 $46,620,000 +$196,571 $18.85 25
2015 Q1 2,445,368 $46,145,000 +$21,442,782 $18.87 25
2014 Q4 1,274,654 $48,390,000 +$1,011,407 $37.97 25
2014 Q3 1,248,397 $44,790,760 -$165,805 $35.88 25
2014 Q2 1,253,013 $44,923,380 +$343,043 $35.69 22
2014 Q1 1,243,463 $43,379,900 +$453,242 $34.56 21