Security Snapshot

SOUTHERN MISSOURI BANCORP, INC. - Common Stock (SMBC) Institutional Ownership

CUSIP: 843380106

13F Institutional Holders and Ownership History from Q1 2014 to Q2 2026

Latest Period

Q1 2026

Institutions Reporting

146

Shares (Excl. Options)

6,175,209

Price

$63.94

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Latest holder snapshot 5 signals
Portfolio coverage rank
0%
Share change
+41,236
Value change
+$3,288,853
Number of holders
146
Security identity Names, identifiers, and filing context for this profile. 2 source fields
Underlying class
Common
Underlying shares
1.0
Issuer context Names, identifiers, and filing context for this profile. 3 identity fields
Shares outstanding
11,212,694
SEC-reported price per share
$76.21
Insider filing price
$76.21
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors

Key facts

  • SMBC - SOUTHERN MISSOURI BANCORP, INC. - Common Stock is tracked under CUSIP 843380106.
  • 146 institutions reported positions in Q1 2026.
  • 2 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 146 to 2 between Q1 2026 and Q2 2026.
  • SEC-reported value moved from $394,748,251 to $43,439.

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 146 institutions filings for Q1 2026.

Open SEC evidence

Security key

843380106

Latest holder period

Q1 2026

13F holders

146

13D/G owners

2

CIK / CUSIP context first

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
2
Security
SMBC
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
FJ Capital Management LLC 3.8% $22,788,757 431,687 FJ Capital Management LLC 30 Sep 2024
FMR LLC 0.4% -96% $2,381,499 -$32,089,035 40,282 -93% FMR LLC 31 Dec 2025

As of 31 Mar 2026, 146 institutional investors reported holding 6,175,209 shares of SOUTHERN MISSOURI BANCORP, INC. - Common Stock (SMBC). This represents 55% of the company’s total 11,212,694 outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
44%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 8.3% 927,655 -0.74% 0% $59,314,263
DIMENSIONAL FUND ADVISORS LP 3.9% 440,839 +2.8% 0.01% $28,186,851
VANGUARD CAPITAL MANAGEMENT LLC 3.9% 431,696 0% 0% $27,602,642
AMERICAN CENTURY COMPANIES INC 2.8% 315,815 +8% 0.01% $20,193,211
STATE STREET CORP 2.5% 281,511 +2% 0% $17,999,813
Clayton Financial Group LLC 2.5% 280,424 0% 9.2% $17,930,311
MANUFACTURERS LIFE INSURANCE COMPANY, THE 2.1% 238,991 -1.3% 0.01% $15,281,085
GEODE CAPITAL MANAGEMENT, LLC 2.1% 235,771 +2.1% 0% $15,078,195
RAFFLES ASSOCIATES LP 2% 222,885 -1.1% 12% $14,251,267
FJ Capital Management LLC 1.8% 202,427 -33% 1.5% $12,943,182
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 1.4% 154,801 +177% 0.03% $9,897,976
VANGUARD PORTFOLIO MANAGEMENT LLC 1.3% 144,123 0% 0% $9,215,225
ALGERT GLOBAL LLC 1.1% 124,981 +2.3% 0.12% $7,991,000
MORGAN STANLEY 0.89% 100,037 -2.6% 0% $6,396,415
ACR Alpine Capital Research, LLC 0.84% 94,707 +4% 0.09% $6,055,565
NORTHERN TRUST CORP 0.83% 93,428 +4.7% 0% $5,973,786
RENAISSANCE TECHNOLOGIES LLC 0.82% 91,534 -1.6% 0.01% $5,852,684
AQR CAPITAL MANAGEMENT LLC 0.75% 84,526 +36% 0% $5,404,597
Siena Capital Partners GP, LLC 0.71% 79,314 0% 1.3% $5,071,337
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.69% 77,131 -1% 0% $4,931,756
BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.64% 72,088 +2.1% 0.09% $4,609,307
GOLDMAN SACHS GROUP INC 0.64% 71,935 -8% 0% $4,599,540
MALTESE CAPITAL MANAGEMENT LLC 0.54% 60,475 +0.61% 0.76% $3,866,772
VANGUARD FIDUCIARY TRUST CO 0.53% 59,553 0% 0% $3,807,819
Creative Planning 0.53% 58,876 +22% 0% $3,764,531

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
50
Latest
Q1 2026
Rows shown
1-25 of 50
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q2 570 $43,439 -$639,848 $76.21 2
2026 Q1 6,175,209 $394,748,251 +$3,288,853 $63.94 146
2025 Q4 6,133,327 $362,577,094 +$11,805,327 $59.12 147
2025 Q3 5,941,491 $312,290,385 -$2,705,095 $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
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