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Southern Missouri Bancorp Ownership | Who Owns Southern Missouri Bancorp?

OverviewForecastRevenueFinancialsChartTranscripts

Southern Missouri Bancorp Ownership Summary

Southern Missouri Bancorp is owned by 50.55% institutional investors, 14.94% insiders, and 34.51% retail investors. Fmr is the largest institutional shareholder, holding 7.56% of SMBC shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.71% of its assets in Southern Missouri Bancorp shares.

SMBC Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockSouthern Missouri Bancorp50.55%14.94%34.51%
SectorFinancial Services Stocks 49.66%13.98%36.36%
IndustryRegional Banks Stocks51.67%12.06%36.27%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Fmr854.66K7.56%$38.47M
Blackrock705.02K6.24%$31.73M
Vanguard group595.30K5.27%$26.79M
Fj capital management496.35K4.39%$22.34M
Dimensional fund advisors lp354.32K3.13%$15.95M
Manufacturers life insurance company, the265.10K2.35%$11.93M
Raffles associates lp242.29K2.14%$10.91M
Geode capital management215.64K1.91%$9.71M
Missouri trust & investment197.93K1.75%$8.91M
State street192.07K1.70%$8.64M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Raffles associates lp242.29K12.28%$10.91M
Missouri trust & investment197.93K3.36%$8.91M
Fj capital management496.35K2.34%$22.34M
Siena capital partners gp79.31K1.18%$3.57M
Balboa wealth partners16.24K0.19%$731.01K
Enterprise financial services5.30K0.15%$238.46K
Acr alpine capital research60.86K0.08%$2.74M
Btc capital management14.64K0.06%$659.17K
Smith, moore7.18K0.03%$323.04K
Gsa capital partners llp10.08K0.03%$454.00K

Top Buyers

HolderShares% AssetsChange
American century companies145.41K0.00%27.39K
Blackrock705.02K0.00%25.71K
Fmr854.66K0.00%21.76K
Two sigma investments, lp31.27K0.00%18.65K
Vanguard group595.30K0.00%16.48K

Top Sellers

HolderShares% AssetsChange
Epoch investment partners43.34K0.01%-201.80K
Fj capital management496.35K2.34%-108.64K
Missouri trust & investment197.93K3.36%-19.71K
Forvis wealth advisors---19.71K
Squarepoint ops---13.11K

New Positions

HolderShares% AssetsChangeValue
D. e. shaw13.49K0.00%13.49K$607.05K
Gsa capital partners llp10.08K0.03%10.08K$454.00K
Millennium management9.86K0.00%9.86K$443.84K
Ubs asset management americas8.03K0.00%8.03K$361.34K
Jane street group7.53K0.00%7.53K$338.97K

Sold Out

HolderChange
Nelson, van denburg & campbell wealth management group-1.00
Ifp advisors-13.00
Farther finance advisors-20.00
Parallel advisors-348.00
Metropolitan life insurance co/ny-488.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 20241088.00%5,671,8792.49%502.11%603.45%25-
Jun 30, 2024998.79%5,534,269-2.09%481.95%5934.09%24-11.11%
Mar 31, 2024918.33%5,652,1510.62%502.02%44-8.33%2742.11%
Dec 31, 2023847.69%5,617,3670.85%491.64%4871.43%19-38.71%
Sep 30, 202378-4.88%5,569,800-1.51%552.02%28-36.36%316.90%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Vanguard Total Stock Mkt Idx Inv305.79K2.71%-
iShares Russell 2000 ETF291.15K2.58%-602.00
Fidelity Low-Priced Stock227.53K2.02%11.62K
Fidelity Global Value Growth Eq MF217.90K1.93%-
Avantis US Small Cap Value ETF163.67K1.45%783.00
Vanguard Institutional Extnd Mkt Idx Tr152.86K1.36%-2.21K
JHancock Regional Bank A130.44K1.16%-1.73K
US Equity Small Cap Pool A125.95K1.12%-709.00
US Equity Small Cap Corporate Cl OF106.55K0.94%12.98K
JH Financial Opportunities104.79K0.93%-

Recent Insider Transactions

DateNameRoleActivityValue
Oct 31, 2024Young William E-Sell$179.70K
Aug 23, 2024Love Charles R-Sell$33.60K
Aug 16, 2024Dorton Brett EVP-CHIEF STRATEGIES OFFICERSell$14.00K
Aug 08, 2024Young William E-Sell$726.76K
Aug 07, 2024Young William E-Sell$149.23K

Insider Transactions Trends

DateBuySell
2024 Q4-1
2024 Q3-12
2024 Q2-2
2024 Q113
2023 Q32-

SMBC Ownership FAQ

Who Owns Southern Missouri Bancorp?

Southern Missouri Bancorp shareholders are primarily institutional investors at 50.55%, followed by 14.94% insiders and 34.51% retail investors. The average institutional ownership in Southern Missouri Bancorp's industry, Regional Banks Stocks, is 51.67%, which Southern Missouri Bancorp falls below.

Who owns the most shares of Southern Missouri Bancorp?

Southern Missouri Bancorp’s largest shareholders are Fmr (854.66K shares, 7.56%), Blackrock (705.02K shares, 6.24%), and Vanguard group (595.3K shares, 5.27%). Together, they hold 19.07% 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 12.28% of its assets in 242.29K Southern Missouri Bancorp shares, valued at 10.91M$.

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 2.71% of its total shares outstanding invested in 305.79K Southern Missouri Bancorp shares.

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