Security key
843380106
SOUTHERN MISSOURI BANCORP, INC. - Common Stock (SMBC)
CUSIP: 843380106
Q1 2026 13F Holders as of 31 Mar 2026
- Type / Class
- Equity / Common Stock
- Shares outstanding
- 11,212,694
- Total 13F shares
- 6,175,134
- Share change
- +41,939
- Total reported value
- $394,743,456
- Price per share
- $63.94
- Number of holders
- 144
- Value change
- +$3,330,320
- Number of buys
- 70
- Number of sells
- 57
Report period
Q1 2026
Institutions
144
Top holders
10
Reporting periods
Holder history for CUSIP 843380106
Recent filing periods:
Top shareholders of SMBC - SOUTHERN MISSOURI BANCORP, INC. - Common Stock (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. |
13F
|
Company |
8.3%
|
934,575
|
$55,252,077 | — | 31 Dec 2025 | |
| VANGUARD GROUP INC |
13F
|
Company |
5.6%
|
629,307
|
$37,204,629 | — | 31 Dec 2025 | |
| Todd E. Hensley |
3/4/5
|
Director |
4.9%
|
549,340
|
$32,850,532 | — | 24 Feb 2026 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
3.8%
|
428,893
|
$25,356,185 | — | 31 Dec 2025 | |
| FJ Capital Management LLC |
13D/G
13F
|
Company |
3.8%
|
431,687
|
$22,788,757 | $0 | 30 Sep 2024 | |
| Greg A. Steffens |
3/4/5
|
CHAIRMAN/CEO, Director |
—
mixed-class rows
|
293,452
mixed-class rows
|
$17,548,448 | — | 24 Feb 2026 | |
| Daniel Lee Jones |
3/4/5
|
Director |
—
mixed-class rows
|
289,724
mixed-class rows
|
$17,325,495 | — | 24 Feb 2026 | |
| AMERICAN CENTURY COMPANIES INC |
13F
|
Company |
2.6%
|
292,323
|
$17,282,136 | — | 31 Dec 2025 | |
| Clayton Financial Group LLC |
13F
|
Company |
2.5%
|
280,424
|
$16,578,667 | — | 31 Dec 2025 | |
| STATE STREET CORP |
13F
|
Company |
2.5%
|
275,909
|
$16,311,740 | — | 31 Dec 2025 | |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE |
13F
|
Company |
2.2%
|
242,220
|
$14,320,046 | — | 31 Dec 2025 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
2.1%
|
230,968
|
$13,657,444 | — | 31 Dec 2025 | |
| RAFFLES ASSOCIATES LP |
13F
|
Company |
2%
|
225,334
|
$13,321,746 | — | 31 Dec 2025 | |
| Kimberly A. Capps |
3/4/5
|
EVP-CHIEF RETAIL OFFICER |
—
mixed-class rows
|
128,447
mixed-class rows
|
$7,681,150 | — | 24 Feb 2026 | |
| ALGERT GLOBAL LLC |
13F
|
Company |
1.1%
|
122,191
|
$7,224,000 | — | 31 Dec 2025 | |
| MORGAN STANLEY |
13F
|
Company |
0.92%
|
102,706
|
$6,072,013 | — | 31 Dec 2025 | |
| William E. Young |
3/4/5
|
Retired Director |
—
mixed-class rows
|
108,291
mixed-class rows
|
$5,824,116 | -$643,801 | 20 Nov 2025 | |
| RENAISSANCE TECHNOLOGIES LLC |
13F
|
Company |
0.83%
|
93,015
|
$5,499,047 | — | 31 Dec 2025 | |
| ACR Alpine Capital Research, LLC |
13F
|
Company |
0.81%
|
91,032
|
$5,381,812 | — | 31 Dec 2025 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.8%
|
89,258
|
$5,276,933 | — | 31 Dec 2025 | |
| Sammy A. Schalk |
3/4/5
|
Director |
—
class O/S missing
|
84,755
|
$5,007,325 | — | 18 Feb 2025 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
0.74%
|
82,980
|
$4,905,778 | — | 31 Dec 2025 | |
| Siena Capital Partners GP, LLC |
13F
|
Company |
0.71%
|
79,314
|
$4,689,044 | — | 31 Dec 2025 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.7%
|
78,164
|
$4,621,070 | — | 31 Dec 2025 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.7%
|
77,943
|
$4,607,990 | — | 31 Dec 2025 | |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.63%
|
70,596
|
$4,173,636 | — | 31 Dec 2025 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0.63%
|
70,171
|
$4,148,510 | — | 31 Dec 2025 | |
| Matthew T. Funke |
3/4/5
|
PRESIDENT/CHIEF ADMIN OFFICER |
—
mixed-class rows
|
65,168
mixed-class rows
|
$3,897,027 | — | 24 Feb 2026 | |
| AQR CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.56%
|
62,362
|
$3,686,843 | — | 31 Dec 2025 | |
| MALTESE CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.54%
|
60,110
|
$3,553,703 | — | 31 Dec 2025 | |
| UBS Group AG |
13F
|
Company |
0.52%
|
58,172
|
$3,439,129 | — | 31 Dec 2025 | |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.5%
|
55,871
|
$3,303,094 | — | 31 Dec 2025 | |
| David J. Tooley |
3/4/5
|
Director |
0.46%
|
51,800
|
$3,097,640 | — | 24 Feb 2026 | |
| Rebecca J. Brooks |
3/4/5
|
Director |
0.46%
|
51,800
|
$3,097,640 | — | 24 Feb 2026 | |
| Creative Planning |
13F
|
Company |
0.43%
|
48,341
|
$2,857,920 | — | 31 Dec 2025 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.41%
|
45,851
|
$2,710,689 | — | 31 Dec 2025 | |
| ACADIAN ASSET MANAGEMENT LLC |
13F
|
Company |
0.37%
|
41,063
|
$2,425,000 | — | 31 Dec 2025 | |
| FMR LLC |
13D/G
13F
|
Company |
0.4%
|
40,282
|
$2,381,499 | -$32,089,035 | 31 Dec 2025 | |
| Russell Investments Group, Ltd. |
13F
|
Company |
0.35%
|
39,170
|
$2,315,738 | — | 31 Dec 2025 | |
| LAZARD ASSET MANAGEMENT LLC |
13F
|
Company |
0.34%
|
38,057
|
$2,249,930 | — | 31 Dec 2025 | |
| FIRST TRUST ADVISORS LP |
13F
|
Company |
0.3%
|
34,173
|
$2,020,307 | — | 31 Dec 2025 | |
| BARCLAYS PLC |
13F
|
Company |
0.3%
|
33,412
|
$1,975,318 | — | 31 Dec 2025 | |
| FRANKLIN RESOURCES INC |
13F
|
Company |
0.3%
|
33,118
|
$1,957,936 | — | 31 Dec 2025 | |
| D. E. Shaw & Co., Inc. |
13F
|
Company |
0.29%
|
33,069
|
$1,955,039 | — | 31 Dec 2025 | |
| TWO SIGMA INVESTMENTS, LP |
13F
|
Company |
0.27%
|
29,760
|
$1,759,411 | — | 31 Dec 2025 | |
| Charles R. Love |
3/4/5
|
Director |
0.23%
|
26,320
|
$1,692,805 | -$37,120 | 04 Mar 2026 | |
| Justin Cox |
3/4/5
|
EVP-REGIONAL PRESIDENT |
—
mixed-class rows
|
25,304
mixed-class rows
|
$1,513,168 | — | 24 Feb 2026 | |
| Lora Lee Daves |
3/4/5
|
EVP-CHIEF FINANCIAL OFFICER |
—
class O/S missing
|
35,053
|
$1,430,172 | — | 13 Jul 2023 | |
| Brandywine Global Investment Management, LLC |
13F
|
Company |
0.21%
|
23,232
|
$1,373,476 | — | 31 Dec 2025 | |
| TWO SIGMA ADVISERS, LP |
13F
|
Company |
0.2%
|
22,300
|
$1,318,376 | — | 31 Dec 2025 |
Institutional Holders of SOUTHERN MISSOURI BANCORP, INC. - Common Stock (SMBC) as of Q1 2026
As of 31 Mar 2026,
SOUTHERN MISSOURI BANCORP, INC. - Common Stock (SMBC) was held by
144 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
6,175,134 shares.
The largest 10 holders included
BlackRock, Inc., DIMENSIONAL FUND ADVISORS LP, VANGUARD CAPITAL MANAGEMENT LLC, AMERICAN CENTURY COMPANIES INC, STATE STREET CORP, Clayton Financial Group LLC, MANUFACTURERS LIFE INSURANCE COMPANY, THE, GEODE CAPITAL MANAGEMENT, LLC, RAFFLES ASSOCIATES LP, and FJ Capital Management LLC.
This page lists
144
institutional shareholders reporting positions in this security
for the Q1 2026 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q1 2026 vs Q4 2025 Across Filers
Q4 2025 holders
146
Q1 2026 holders
144
Holder diff
-2
| Investor | Q4 2025 Shares | Q1 2026 Shares | Share Diff | Share Chg % | Q4 2025 Value $ | Q1 2026 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.