Southern Missouri Bancorp Ownership | Who Owns Southern Missouri Bancorp?
Southern Missouri Bancorp Ownership Summary
Southern Missouri Bancorp is owned by 9.13% institutional investors, 14.23% insiders, and 76.64% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 7.28% of SMBC shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.81% of its assets in Southern Missouri Bancorp shares.
SMBC Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Southern Missouri Bancorp | 9.13% | 14.23% | 76.64% |
| Sector | Financial Services Stocks | 36.95% | 15.48% | 47.58% |
| Industry | Regional Banks Stocks | 38.26% | 12.54% | 49.20% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 818.41K | 7.28% | $43.02M |
| Blackrock | 705.02K | 6.24% | $31.73M |
| Vanguard group | 627.14K | 5.58% | $32.96M |
| Fmr | 583.06K | 5.19% | $30.65M |
| Dimensional fund advisors lp | 432.46K | 3.85% | $22.73M |
| Fj capital management | 300.94K | 2.68% | $15.82M |
| American century companies | 275.41K | 2.45% | $14.48M |
| Manufacturers life insurance company, the | 247.97K | 2.21% | $13.03M |
| Geode capital management | 232.63K | 2.07% | $12.23M |
| Raffles associates lp | 229.09K | 2.04% | $12.04M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Raffles associates lp | 229.09K | 11.21% | $12.04M |
| Fj capital management | 300.94K | 1.69% | $15.82M |
| Siena capital partners gp | 79.31K | 1.19% | $4.17M |
| Semanteon capital management, lp | 6.70K | 0.44% | $352.31K |
| Pharvision advisers | 7.55K | 0.22% | $396.72K |
| Enterprise financial services | 4.80K | 0.13% | $252.18K |
| Balboa wealth partners | 12.89K | 0.12% | $677.27K |
| Integrated quantitative investments | 6.45K | 0.10% | $338.96K |
| Acr alpine capital research | 53.21K | 0.05% | $2.80M |
| Bridgeway capital management | 37.54K | 0.04% | $1.97M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock funding, inc. /de | 818.41K | 0.00% | 44.49K |
| Morgan stanley | 90.69K | 0.00% | 28.93K |
| Goldman sachs group | 55.63K | 0.00% | 28.04K |
| American century companies | 275.41K | 0.01% | 25.75K |
| Blackrock | 705.02K | 0.00% | 25.71K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Fmr | 583.06K | 0.00% | -280.65K |
| Mercer global advisors inc /adv | - | - | -91.13K |
| Hotchkis & wiley capital management | 55.77K | 0.01% | -63.42K |
| Franklin resources | 25.06K | 0.00% | -54.47K |
| Forvis wealth advisors | - | - | -19.91K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Hrt financial lp | 16.37K | 0.00% | 16.37K | $860.00K |
| Algert global | 14.76K | 0.01% | 14.76K | $776.00K |
| Apollon wealth management | 11.27K | 0.01% | 11.27K | $592.40K |
| Alps advisors | 8.20K | 0.00% | 8.20K | $430.99K |
| Pharvision advisers | 7.55K | 0.22% | 7.55K | $396.72K |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -1.00 |
| Ifp advisors | -13.00 |
| Physician wealth advisors | -15.00 |
| Capital performance advisors llp | -16.00 |
| Simplex trading | -118.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2025 | 44 | -58.49% | 1,026,851 | -82.46% | 9 | 0.34% | 19 | -64.81% | 11 | -52.17% |
| Jun 30, 2025 | 112 | -0.89% | 5,975,407 | 2.54% | 53 | 1.98% | 56 | 27.27% | 25 | -39.02% |
| Mar 31, 2025 | 112 | -1.75% | 5,825,806 | -0.07% | 51 | 1.96% | 44 | -22.81% | 41 | 24.24% |
| Dec 31, 2024 | 110 | 1.85% | 5,557,725 | -2.01% | 49 | 1.92% | 55 | -8.33% | 33 | 32.00% |
| Sep 30, 2024 | 108 | 8.00% | 5,671,879 | 2.49% | 50 | 2.11% | 60 | 3.45% | 25 | - |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 317.94K | 2.81% | -6.06K |
| Vanguard US Total Market Shares ETF | 305.79K | 2.71% | - |
| iShares Russell 2000 ETF | 254.38K | 2.25% | - |
| Fidelity Low-Priced Stock | 236.30K | 2.09% | -634.00 |
| Avantis US Small Cap Value ETF | 217.55K | 1.93% | 528.00 |
| Fidelity Global Value Growth Eq MF | 200.50K | 1.77% | - |
| US Equity Small Cap Pool A | 125.95K | 1.12% | -709.00 |
| JHancock Regional Bank A | 120.07K | 1.06% | - |
| US Equity Small Cap Corporate Cl OF | 106.55K | 0.94% | 12.98K |
| JH Financial Opportunities | 104.79K | 0.93% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 20, 2025 | Young William E | Retired Director | Sell | $80.80K |
| Jul 29, 2025 | Dorton Brett | EVP-CHIEF STRATEGIES OFFICER | Sell | $7.32K |
| Jul 28, 2025 | Young William E | - | Sell | $563.00K |
| May 05, 2025 | Young William E | - | Sell | $159.69K |
| Mar 14, 2025 | Dorton Brett | EVP-CHIEF STRATEGIES OFFICER | Sell | $23.98K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q4 | - | 1 |
| 2025 Q3 | - | 2 |
| 2025 Q2 | - | 1 |
| 2025 Q1 | - | 6 |
| 2024 Q4 | - | 1 |
SMBC Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools