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Southern Missouri Bancorp Ownership | Who Owns Southern Missouri Bancorp?

OverviewRevenueFinancialsChartTranscripts

Southern Missouri Bancorp Ownership Summary

Southern Missouri Bancorp is owned by 10.53% institutional investors, 14.34% insiders, and 75.13% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 8.38% of SMBC shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.85% of its assets in Southern Missouri Bancorp shares.

SMBC Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockSouthern Missouri Bancorp10.53%14.34%75.13%
SectorFinancial Services Stocks 32.19%15.44%52.37%
IndustryRegional Banks Stocks31.54%12.70%55.76%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock funding, inc. /de934.58K8.38%$55.25M
Blackrock705.02K6.24%$31.73M
Vanguard group629.31K5.64%$37.20M
Fmr583.06K5.19%$30.65M
Dimensional fund advisors lp428.89K3.85%$25.36M
Fj capital management300.94K2.68%$15.82M
Clayton financial group280.42K2.51%$16.58M
American century companies275.41K2.45%$14.48M
Manufacturers life insurance company, the247.97K2.21%$13.03M
Geode capital management230.97K2.07%$13.66M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Raffles associates lp229.09K11.21%$12.04M
Clayton financial group280.42K8.45%$16.58M
Fj capital management300.94K1.69%$15.82M
Siena capital partners gp79.31K1.26%$4.69M
Pharvision advisers7.55K0.22%$396.72K
Enterprise financial services4.80K0.14%$283.66K
Balboa wealth partners12.94K0.13%$765.18K
Entrypoint capital3.73K0.09%$220.64K
Acr alpine capital research91.03K0.08%$5.38M
Gsa capital partners llp9.79K0.05%$578.00K

Top Buyers

HolderShares% AssetsChange
Clayton financial group280.42K8.45%280.42K
Blackrock funding, inc. /de934.58K0.00%116.16K
Acr alpine capital research91.03K0.08%37.83K
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
Renaissance93.02K0.01%-20.72K
Forvis wealth advisors---19.91K

New Positions

HolderShares% AssetsChangeValue
Clayton financial group280.42K8.45%280.42K$16.58M
Algert global14.76K0.01%14.76K$776.00K
Y-intercept (hong kong)9.93K0.01%9.93K$587.06K
Gsa capital partners llp9.79K0.05%9.79K$578.00K
Pharvision advisers7.55K0.22%7.55K$396.72K

Sold Out

HolderChange
Tortoise investment management-1.00
Sbi securities-1.00
Nelson, van denburg & campbell wealth management group-1.00
Capital performance advisors llp-16.00
Simplex trading-118.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Dec 31, 202533-75.56%1,174,203-80.24%100.38%19-75.64%7-78.13%
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%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Vanguard Total Stock Mkt Idx Inv316.89K2.85%-
Vanguard US Total Market Shares ETF305.79K2.71%-
Avantis US Small Cap Value ETF254.99K2.30%600.00
iShares Russell 2000 ETF241.76K2.18%73.00K
Fidelity Low-Priced Stock236.30K2.09%-634.00
Fidelity Global Value Growth Eq MF200.50K1.80%-
US Equity Small Cap Pool A125.95K1.12%-709.00
JHancock Regional Bank A116.95K1.05%-2.75K
US Equity Small Cap Corporate Cl OF106.55K0.94%12.98K
JH Financial Opportunities104.79K0.94%-

Recent Insider Transactions

DateNameRoleActivityValue
Mar 04, 2026Love Charles R-Sell$37.12K
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

Insider Transactions Trends

DateBuySell
2026 Q1-1
2025 Q4-1
2025 Q3-2
2025 Q2-1
2025 Q1-6

SMBC Ownership FAQ

Who Owns Southern Missouri Bancorp?

Southern Missouri Bancorp shareholders are primarily institutional investors at 10.53%, followed by 14.34% insiders and 75.13% retail investors. The average institutional ownership in Southern Missouri Bancorp's industry, Regional Banks Stocks, is 31.54%, 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 (934.58K shares, 8.38%), Blackrock (705.02K shares, 6.24%), and Vanguard group (629.31K shares, 5.64%). Together, they hold 20.26% 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 2.85% of its total shares outstanding invested in 316.9K Southern Missouri Bancorp shares.

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