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
Underlying class
Common
Underlying shares
1.0
Shares outstanding
11,212,694
Price per share
$59.80
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
6,114,489
Total reported value
$361,468,462
% of total 13F portfolios
0%
Share change
+188,334
Value change
+$11,640,884
Number of holders
145
Price from insider filings
$59.80
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
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 Dec 2025, 145 institutional investors reported holding 6,114,489 shares of SOUTHERN MISSOURI BANCORP, INC. - COMMON STOCK (SMBC). This represents 55% 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. 8.3% 934,575 +14% 0% $55,252,077
VANGUARD GROUP INC 5.6% 629,307 +0.35% 0% $37,204,629
DIMENSIONAL FUND ADVISORS LP 3.8% 428,893 -0.83% 0.01% $25,356,185
FJ Capital Management LLC 2.7% 300,944 0% 2% $17,791,809
AMERICAN CENTURY COMPANIES INC 2.6% 292,323 +6.1% 0.01% $17,282,136
Clayton Financial Group LLC 2.5% 280,424 8.5% $16,578,667
STATE STREET CORP 2.5% 275,909 +29% 0% $16,311,740
MANUFACTURERS LIFE INSURANCE COMPANY, THE 2.2% 242,220 -2.3% 0.01% $14,320,046
GEODE CAPITAL MANAGEMENT, LLC 2.1% 230,968 -0.71% 0% $13,657,444
RAFFLES ASSOCIATES LP 2% 225,334 -1.6% 10% $13,321,746
ALGERT GLOBAL LLC 1.1% 122,191 +728% 0.11% $7,224,000
MORGAN STANLEY 0.92% 102,706 +13% 0% $6,072,013
RENAISSANCE TECHNOLOGIES LLC 0.83% 93,015 -18% 0.01% $5,499,047
ACR Alpine Capital Research, LLC 0.81% 91,032 +71% 0.08% $5,381,812
NORTHERN TRUST CORP 0.8% 89,258 -7.4% 0% $5,276,933
MILLENNIUM MANAGEMENT LLC 0.74% 82,980 -18% 0% $4,905,778
Siena Capital Partners GP, LLC 0.71% 79,314 0% 1.3% $4,689,044
GOLDMAN SACHS GROUP INC 0.7% 78,164 +41% 0% $4,621,070
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.7% 77,943 -2.1% 0% $4,607,990
BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.63% 70,596 +88% 0.09% $4,173,636
JPMORGAN CHASE & CO 0.63% 70,171 +11% 0% $4,148,510
AQR CAPITAL MANAGEMENT LLC 0.56% 62,362 +533% 0% $3,686,843
MALTESE CAPITAL MANAGEMENT LLC 0.54% 60,110 0.63% $3,553,703
UBS Group AG 0.52% 58,172 -17% 0% $3,439,129
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.5% 55,871 +0.18% 0.01% $3,303,094

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 6,114,489 $361,468,462 +$11,640,884 $59.12 145
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
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