Who owns Southern Missouri Bancorp (SMBC)
Which tracked institutional funds hold SMBC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SMBC company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on SMBC is one-sided between 2026-Q1 and 2026-Q2: 47 added or opened and 15 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
SMBC’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes SMBC more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in SMBC divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 144 tracked filers holding SMBC, 79 increased or opened the position and 53 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in SMBC between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 4
- COMMERCE BANK$2M
- Point72 Asset Management, L.P.$1M
- ExodusPoint Capital Management, LP$738K
- CITADEL ADVISORS LLC$580K
Full exits 9
- Clayton Financial Group LLC$18M
- FJ Capital Management LLC$13M
- ACADIAN ASSET MANAGEMENT LLC$3M
- KENNEDY CAPITAL MANAGEMENT LLC$1M
- Integrated Quantitative Investments LLC$947K
- HRT FINANCIAL LP$686K
Largest adds
- BlackRock, Inc.$26M
- STATE STREET CORP$9M
- DIMENSIONAL FUND ADVISORS LP$7M
- AMERICAN CENTURY COMPANIES INC$7M
- MILLENNIUM MANAGEMENT LLC$5M
- VANGUARD CAPITAL MANAGEMENT LLC$4M
Largest trims
- EverSource Wealth Advisors, LLC$2M
- TWO SIGMA INVESTMENTS, LP$2M
- MALTESE CAPITAL MANAGEMENT LLC$903K
- Universal- Beteiligungs- und Servicegesellschaft mbH$506K
- Y-Intercept (Hong Kong) Ltd$345K
- SEI INVESTMENTS CO$315K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 1,118,877 | $85M | 18.2% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 465,835 | $36M | 7.6% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 417,015 | $32M | 6.8% | 2026-Q2 |
| STATE STREET CORP added | 358,893 | $27M | 5.8% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 353,437 | $27M | 5.8% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 247,557 | $19M | 4.0% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 237,224 | $18M | 3.9% | 2026-Q2 |
| RAFFLES ASSOCIATES LP trimmed | 211,153 | $16M | 3.4% | 2026-Q2 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC added | 155,511 | $12M | 2.5% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 155,405 | $12M | 2.5% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 110,323 | $8M | 1.8% | 2026-Q2 |
| ALGERT GLOBAL LLC trimmed | 106,996 | $8M | 1.7% | 2026-Q2 |
| NORTHERN TRUST CORP added | 98,038 | $7M | 1.6% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 95,614 | $7M | 1.6% | 2026-Q2 |
| MORGAN STANLEY trimmed | 93,987 | $7M | 1.5% | 2026-Q2 |
| ACR Alpine Capital Research, LLC trimmed | 91,020 | $7M | 1.5% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 83,759 | $6M | 1.4% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 81,074 | $6M | 1.3% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 79,824 | $6M | 1.3% | 2026-Q2 |
| Siena Capital Partners GP, LLC | 79,314 | $6M | 1.3% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 78,941 | $6M | 1.3% | 2026-Q2 |
| PANAGORA ASSET MANAGEMENT INC added | 74,394 | $6M | 1.2% | 2026-Q2 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 72,088 | $5M | 1.2% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 71,047 | $5M | 1.2% | 2026-Q2 |
| Creative Planning added | 69,035 | $5M | 1.1% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 61,767 | $5M | 1.0% | 2026-Q2 |
| Empowered Funds, LLC | 46,088 | $4M | 0.8% | 2026-Q2 |
| Bank of New York Mellon Corp added | 45,416 | $3M | 0.7% | 2026-Q2 |
| LAZARD ASSET MANAGEMENT LLC added | 42,254 | $3M | 0.7% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 40,808 | $3M | 0.7% | 2026-Q2 |
| UBS Group AG added | 40,310 | $3M | 0.7% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 40,310 | $3M | 0.7% | 2026-Q2 |
| MALTESE CAPITAL MANAGEMENT LLC trimmed | 38,887 | $3M | 0.6% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 38,664 | $3M | 0.6% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 36,022 | $3M | 0.6% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 34,610 | $3M | 0.6% | 2026-Q2 |
| FMR LLC added | 34,553 | $3M | 0.6% | 2026-Q2 |
| Nuveen, LLC added | 25,968 | $2M | 0.4% | 2026-Q2 |
| Mariner, LLC added | 24,098 | $2M | 0.4% | 2026-Q2 |
| COMMERCE BANK new | 22,111 | $2M | 0.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 21,372 | $2M | 0.3% | 2026-Q2 |
| BARCLAYS PLC added | 21,370 | $2M | 0.3% | 2026-Q2 |
| Trexquant Investment LP added | 19,888 | $2M | 0.3% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 19,595 | $1M | 0.3% | 2026-Q2 |
| Quantinno Capital Management LP added | 19,547 | $1M | 0.3% | 2026-Q2 |
| Swiss National Bank | 18,953 | $1M | 0.3% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 18,875 | $1M | 0.3% | 2026-Q2 |
| CITIGROUP INC added | 18,178 | $1M | 0.3% | 2026-Q2 |
| Point72 Asset Management, L.P. added | 16,304 | $1M | 0.3% | 2026-Q2 |
| First Financial Bankshares Inc | 15,387 | $1M | 0.3% | 2026-Q2 |
| Invesco Ltd. added | 14,975 | $1M | 0.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 14,417 | $1M | 0.2% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 13,905 | $1M | 0.2% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. trimmed | 13,681 | $1M | 0.2% | 2026-Q2 |
| Balboa Wealth Partners | 12,943 | $986K | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 12,419 | $946K | 0.2% | 2026-Q2 |
| Voleon Capital Management LP trimmed | 10,825 | $825K | 0.2% | 2026-Q2 |
| TEACHER RETIREMENT SYSTEM OF TEXAS added | 10,567 | $805K | 0.2% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 9,930 | $635K | 0.1% | 2026-Q2 |
| Independent Advisor Alliance trimmed | 9,711 | $740K | 0.2% | 2026-Q2 |
| ExodusPoint Capital Management, LP added | 9,690 | $738K | 0.2% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 9,485 | $723K | 0.2% | 2026-Q2 |
| Y-Intercept (Hong Kong) Ltd trimmed | 9,175 | $699K | 0.1% | 2026-Q2 |
| IEQ CAPITAL, LLC added | 8,484 | $647K | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 8,467 | $645K | 0.1% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 8,448 | $644K | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 8,166 | $622K | 0.1% | 2026-Q2 |
| ALPS ADVISORS INC added | 8,104 | $618K | 0.1% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 7,789 | $594K | 0.1% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 7,720 | $589K | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 7,615 | $580K | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd | 7,249 | $552K | 0.1% | 2026-Q2 |
| FEDERATED HERMES, INC. trimmed | 7,200 | $549K | 0.1% | 2026-Q2 |
| Legal & General Group Plc added | 6,928 | $528K | 0.1% | 2026-Q2 |
| CANADA PENSION PLAN INVESTMENT BOARD | 6,700 | $511K | 0.1% | 2026-Q2 |
| Rafferty Asset Management, LLC added | 6,644 | $506K | 0.1% | 2026-Q2 |
| Quantbot Technologies LP added | 6,284 | $479K | 0.1% | 2026-Q2 |
| Cetera Investment Advisers | 6,280 | $479K | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 6,217 | $474K | 0.1% | 2026-Q2 |
| Universal- Beteiligungs- und Servicegesellschaft mbH trimmed | 6,212 | $473K | 0.1% | 2026-Q2 |
| Vanguard Global Advisers, LLC | 6,051 | $461K | 0.1% | 2026-Q2 |
| ZACKS INVESTMENT MANAGEMENT | 6,020 | $459K | 0.1% | 2026-Q2 |
| Welch & Forbes LLC | 6,000 | $457K | 0.1% | 2026-Q2 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC new | 5,963 | $454K | 0.1% | 2026-Q2 |
| Jupiter Topco LLC new | 5,667 | $432K | 0.1% | 2026-Q2 |
| Simmons Bank | 5,540 | $422K | 0.1% | 2026-Q2 |
| Engineers Gate Manager LP trimmed | 5,530 | $421K | 0.1% | 2026-Q2 |
| MetLife Investment Management, LLC trimmed | 5,484 | $418K | 0.1% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC new | 5,450 | $415K | 0.1% | 2026-Q2 |
| Odyssean, LLC | 5,380 | $410K | 0.1% | 2026-Q2 |
| Enterprise Financial Services Corp | 4,798 | $366K | 0.1% | 2026-Q2 |
| LPL Financial LLC new | 4,650 | $354K | 0.1% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed | 4,458 | $340K | 0.1% | 2026-Q2 |
| Sequoia Financial Advisors, LLC new | 4,402 | $335K | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 4,288 | $327K | 0.1% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND | 4,180 | $319K | 0.1% | 2026-Q2 |
| Krilogy Financial LLC trimmed | 3,966 | $302K | 0.1% | 2026-Q2 |
| R Squared Ltd new | 3,892 | $297K | 0.1% | 2026-Q2 |
| EntryPoint Capital, LLC | 3,732 | $284K | 0.1% | 2026-Q2 |
| DIVERSIFIED TRUST CO new | 3,556 | $271K | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.