Southern Missouri Bancorp Ownership | Who Owns Southern Missouri Bancorp?
Southern Missouri Bancorp Ownership Summary
Southern Missouri Bancorp is owned by 57.53% institutional investors, 14.59% insiders, and 27.88% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 10.13% of SMBC shares. Avantis US Small Cap Value ETF is the top mutual fund, with 2.74% of its assets in Southern Missouri Bancorp shares.
SMBC Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Southern Missouri Bancorp | 57.53% | 14.59% | 27.88% |
| Sector | Financial Services Stocks | 734.95% | 13.85% | -648.79% |
| Industry | Regional Banks Stocks | 53.79% | 12.48% | 33.74% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 1.12M | 10.13% | $85.27M |
| Blackrock | 705.02K | 6.24% | $31.73M |
| Vanguard group | 629.31K | 5.64% | $37.20M |
| Dimensional fund advisors lp | 465.83K | 4.22% | $35.50M |
| Vanguard capital management | 417.01K | 3.78% | $31.78M |
| State street | 358.89K | 3.25% | $27.35M |
| American century companies | 353.44K | 3.20% | $26.94M |
| Geode capital management | 247.56K | 2.24% | $18.87M |
| Manufacturers life insurance company, the | 237.22K | 2.15% | $18.08M |
| Raffles associates lp | 211.15K | 1.91% | $16.09M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Raffles associates lp | 211.15K | 14.56% | $16.09M |
| Siena capital partners gp | 79.31K | 1.46% | $6.05M |
| Maltese capital management | 38.89K | 0.54% | $2.96M |
| Pharvision advisers | 7.55K | 0.22% | $396.72K |
| R squared | 3.89K | 0.16% | $296.61K |
| Enterprise financial services | 4.80K | 0.15% | $365.65K |
| Balboa wealth partners | 12.94K | 0.13% | $986.37K |
| Acr alpine capital research | 91.02K | 0.10% | $6.94M |
| Algert global | 107.00K | 0.10% | $8.15M |
| Bridgeway capital management | 72.09K | 0.10% | $5.49M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock funding, inc. /de | 1.12M | 0.00% | 191.22K |
| Sixth street partners management company | 78.94K | 0.00% | 78.94K |
| State street | 358.89K | 0.00% | 77.38K |
| Millennium management | 110.32K | 0.00% | 63.28K |
| Panagora asset management | 74.39K | 0.02% | 41.13K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Clayton financial group | - | - | -280.42K |
| Fj capital management | - | - | -202.43K |
| Two sigma investments, lp | 13.90K | 0.00% | -30.32K |
| Maltese capital management | 38.89K | 0.54% | -21.59K |
| Forvis wealth advisors | - | - | -19.91K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Sixth street partners management company | 78.94K | 0.00% | 78.94K | $6.02M |
| Commerce bank | 22.11K | 0.01% | 22.11K | $1.69M |
| Pharvision advisers | 7.55K | 0.22% | 7.55K | $396.72K |
| Quantbot technologies lp | 6.28K | 0.02% | 6.28K | $478.90K |
| Virtu financial | 6.17K | 0.02% | 6.17K | $324.00K |
Sold Out
| Holder | Change |
|---|---|
| Sbi securities | -1.00 |
| Tortoise investment management | -1.00 |
| Nelson, van denburg & campbell wealth management group | -1.00 |
| Capital performance advisors llp | -16.00 |
| Root financial partners | -19.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 152 | 2.70% | 6,351,690 | 2.86% | 57 | 1.88% | 85 | 6.25% | 29 | -25.64% |
| Mar 31, 2026 | 59 | -59.86% | 1,817,520 | -70.58% | 16 | 0.53% | 24 | -69.23% | 16 | -65.22% |
| Dec 31, 2025 | 33 | -75.56% | 1,174,203 | -80.24% | 10 | 0.38% | 19 | -75.64% | 7 | -78.13% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Avantis US Small Cap Value ETF | 302.22K | 2.74% | 250.00 |
| Vanguard MStar Total Stk Mkt Idx Invest | 300.30K | 2.73% | - |
| Vanguard Morn Total Stk Mkt Idx Investor | 300.30K | 2.73% | -16.60K |
| Vanguard Total Stock Mkt Idx Inv | 300.30K | 2.73% | -16.60K |
| Vanguard US Total Market Shares ETF | 305.79K | 2.71% | - |
| iShares Russell 2000 ETF | 250.41K | 2.27% | -4.42K |
| Fidelity Low-Priced Stock | 236.30K | 2.09% | -634.00 |
| Fidelity Global Value Growth Eq MF | 200.50K | 1.80% | - |
| US Equity Small Cap Pool A | 125.95K | 1.12% | -709.00 |
| BlackRock Advantage Small Cap Core Instl | 117.77K | 1.07% | 14.68K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 18, 2026 | HECKER MARK E | EVP-CHIEF CREDIT OFFICER | Sell | $120.78K |
| Aug 18, 2026 | HECKER MARK E | EVP-CHIEF CREDIT OFFICER | Sell | $68.05K |
| Aug 18, 2026 | HECKER MARK E | EVP-CHIEF CREDIT OFFICER | Sell | $13.97K |
| Jun 05, 2026 | Windes Richard | EVP-CHIEF LENDING OFFICER | Sell | $139.40K |
| May 21, 2026 | Windes Richard | EVP-CHIEF LENDING OFFICER | Sell | $136.94K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q3 | - | 3 |
| 2026 Q2 | - | 3 |
| 2026 Q1 | - | 1 |
| 2025 Q4 | - | 1 |
| 2025 Q3 | - | 2 |
SMBC Ownership FAQ
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