Southern Missouri Bancorp Ownership | Who Owns Southern Missouri Bancorp?


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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


TypeName% Inst% Insiders% Retail
StockSouthern Missouri Bancorp9.13%14.23%76.64%
SectorFinancial Services Stocks 36.95%15.48%47.58%
IndustryRegional Banks Stocks38.26%12.54%49.20%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock funding, inc. /de818.41K7.28%$43.02M
Blackrock705.02K6.24%$31.73M
Vanguard group627.14K5.58%$32.96M
Fmr583.06K5.19%$30.65M
Dimensional fund advisors lp432.46K3.85%$22.73M
Fj capital management300.94K2.68%$15.82M
American century companies275.41K2.45%$14.48M
Manufacturers life insurance company, the247.97K2.21%$13.03M
Geode capital management232.63K2.07%$12.23M
Raffles associates lp229.09K2.04%$12.04M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Raffles associates lp229.09K11.21%$12.04M
Fj capital management300.94K1.69%$15.82M
Siena capital partners gp79.31K1.19%$4.17M
Semanteon capital management, lp6.70K0.44%$352.31K
Pharvision advisers7.55K0.22%$396.72K
Enterprise financial services4.80K0.13%$252.18K
Balboa wealth partners12.89K0.12%$677.27K
Integrated quantitative investments6.45K0.10%$338.96K
Acr alpine capital research53.21K0.05%$2.80M
Bridgeway capital management37.54K0.04%$1.97M

Top Buyers

HolderShares% AssetsChange
Blackrock funding, inc. /de818.41K0.00%44.49K
Morgan stanley90.69K0.00%28.93K
Goldman sachs group55.63K0.00%28.04K
American century companies275.41K0.01%25.75K
Blackrock705.02K0.00%25.71K

Top Sellers

HolderShares% AssetsChange
Fmr583.06K0.00%-280.65K
Mercer global advisors inc /adv---91.13K
Hotchkis & wiley capital management55.77K0.01%-63.42K
Franklin resources25.06K0.00%-54.47K
Forvis wealth advisors---19.91K

New Positions

HolderShares% AssetsChangeValue
Hrt financial lp16.37K0.00%16.37K$860.00K
Algert global14.76K0.01%14.76K$776.00K
Apollon wealth management11.27K0.01%11.27K$592.40K
Alps advisors8.20K0.00%8.20K$430.99K
Pharvision advisers7.55K0.22%7.55K$396.72K

Sold Out

HolderChange
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


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 202544-58.49%1,026,851-82.46%90.34%19-64.81%11-52.17%
Jun 30, 2025112-0.89%5,975,4072.54%531.98%5627.27%25-39.02%
Mar 31, 2025112-1.75%5,825,806-0.07%511.96%44-22.81%4124.24%
Dec 31, 20241101.85%5,557,725-2.01%491.92%55-8.33%3332.00%
Sep 30, 20241088.00%5,671,8792.49%502.11%603.45%25-

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Vanguard Total Stock Mkt Idx Inv317.94K2.81%-6.06K
Vanguard US Total Market Shares ETF305.79K2.71%-
iShares Russell 2000 ETF254.38K2.25%-
Fidelity Low-Priced Stock236.30K2.09%-634.00
Avantis US Small Cap Value ETF217.55K1.93%528.00
Fidelity Global Value Growth Eq MF200.50K1.77%-
US Equity Small Cap Pool A125.95K1.12%-709.00
JHancock Regional Bank A120.07K1.06%-
US Equity Small Cap Corporate Cl OF106.55K0.94%12.98K
JH Financial Opportunities104.79K0.93%-

Recent Insider Transactions


DateNameRoleActivityValue
Nov 20, 2025Young William E Retired DirectorSell$80.80K
Jul 29, 2025Dorton Brett EVP-CHIEF STRATEGIES OFFICERSell$7.32K
Jul 28, 2025Young William E-Sell$563.00K
May 05, 2025Young William E-Sell$159.69K
Mar 14, 2025Dorton Brett EVP-CHIEF STRATEGIES OFFICERSell$23.98K

Insider Transactions Trends


DateBuySell
2025 Q4-1
2025 Q3-2
2025 Q2-1
2025 Q1-6
2024 Q4-1

SMBC Ownership FAQ


Who Owns Southern Missouri Bancorp?

Southern Missouri Bancorp shareholders are primarily institutional investors at 9.13%, followed by 14.23% insiders and 76.64% retail investors. The average institutional ownership in Southern Missouri Bancorp's industry, Regional Banks Stocks, is 38.26%, which Southern Missouri Bancorp falls below.

Who owns the most shares of Southern Missouri Bancorp?

Southern Missouri Bancorp’s largest shareholders are Blackrock funding, inc. /de (818.42K shares, 7.28%), Blackrock (705.02K shares, 6.24%), and Vanguard group (627.14K shares, 5.58%). Together, they hold 19.09% of Southern Missouri Bancorp’s total shares outstanding.

Does Blackrock own Southern Missouri Bancorp?

Yes, BlackRock owns 6.24% of Southern Missouri Bancorp, totaling 705.02K shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 31.73M$. In the last quarter, BlackRock increased its holdings by 25.71K shares, a 3.79% change.

Who is Southern Missouri Bancorp’s biggest shareholder by percentage of total assets invested?

Raffles associates lp is Southern Missouri Bancorp’s biggest shareholder by percentage of total assets invested, with 11.21% of its assets in 229.09K Southern Missouri Bancorp shares, valued at 12.04M$.

Who is the top mutual fund holder of Southern Missouri Bancorp shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Southern Missouri Bancorp shares, with 2.81% of its total shares outstanding invested in 317.94K Southern Missouri Bancorp shares.

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