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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 49.07% institutional investors, 14.90% insiders, and 36.02% retail investors. Fmr is the largest institutional shareholder, holding 7.13% of SMBC shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.75% of its assets in Southern Missouri Bancorp shares.

SMBC Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockSouthern Missouri Bancorp49.07%14.90%36.02%
SectorFinancial Services Stocks 40.29%14.61%45.11%
IndustryRegional Banks Stocks42.21%12.07%45.72%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Fmr807.16K7.13%$46.31M
Blackrock funding, inc. /de777.03K6.86%$44.58M
Blackrock705.02K6.24%$31.73M
Vanguard group597.29K5.27%$34.27M
Dimensional fund advisors lp397.76K3.51%$22.82M
Fj capital management364.70K3.22%$20.92M
Manufacturers life insurance company, the255.75K2.26%$14.67M
Raffles associates lp229.09K2.02%$13.14M
Geode capital management215.54K1.90%$12.37M
American century companies208.10K1.84%$11.94M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Raffles associates lp229.09K14.16%$13.14M
Fj capital management364.70K2.43%$20.92M
Siena capital partners gp79.31K1.26%$4.55M
Balboa wealth partners16.34K0.21%$937.54K
Enterprise financial services4.80K0.15%$275.26K
Acr alpine capital research60.86K0.08%$2.74M
Btc capital management10.79K0.06%$619.14K
Bridgeway capital management31.84K0.04%$1.83M
Occudo quantitative strategies lp3.60K0.04%$206.65K
Quest partners4.76K0.04%$273.37K

Top Buyers

HolderShares% AssetsChange
Mercer global advisors inc /adv91.13K0.01%91.13K
Jpmorgan chase86.03K0.00%60.95K
American century companies208.10K0.01%31.27K
Blackrock705.02K0.00%25.71K
Blackrock funding, inc. /de777.03K0.00%21.18K

Top Sellers

HolderShares% AssetsChange
Fj capital management364.70K2.43%-66.99K
Assenagon asset management14.93K0.00%-21.96K
Gsa capital partners llp4.71K0.02%-14.93K
Squarepoint ops---13.11K
Cornercap investment counsel---12.56K

New Positions

HolderShares% AssetsChangeValue
Mercer global advisors inc /adv91.13K0.01%91.13K$5.23M
Kennedy capital management14.39K0.02%14.39K$825.50K
Proficio capital partners13.65K0.00%13.65K$13.65K
Quest partners4.76K0.04%4.76K$273.37K
Susquehanna group, llp4.76K-4.76K$272.97K

Sold Out

HolderChange
Nelson, van denburg & campbell wealth management group-1.00
Ifp advisors-13.00
Capital performance advisors llp-16.00
Farther finance advisors-20.00
Missouri trust & investment-200.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
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-
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%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Vanguard Total Stock Mkt Idx Inv310.46K2.75%724.00
Vanguard US Total Market Shares ETF305.79K2.71%-
iShares Russell 2000 ETF286.01K2.54%-2.48K
Fidelity Low-Priced Stock238.16K2.11%-
Fidelity Global Value Growth Eq MF217.90K1.93%-
Avantis US Small Cap Value ETF191.50K1.70%170.00
Vanguard Institutional Extnd Mkt Idx Tr146.69K1.30%321.00
US Equity Small Cap Pool A125.95K1.12%-709.00
JHancock Regional Bank A125.14K1.11%-
US Equity Small Cap Corporate Cl OF106.55K0.94%12.98K

Recent Insider Transactions

DateNameRoleActivityValue
Mar 14, 2025Dorton Brett EVP-CHIEF STRATEGIES OFFICERSell$23.98K
Mar 06, 2025Robison Dennis C-Sell$154.53K
Mar 06, 2025Robison Dennis C-Sell$43.40K
Feb 18, 2025Young William E-Sell$39.04K
Feb 18, 2025Young William E-Sell$139.10K

Insider Transactions Trends

DateBuySell
2025 Q1-3
2024 Q4-1
2024 Q3-12
2024 Q2-2
2024 Q113

SMBC Ownership FAQ

Who Owns Southern Missouri Bancorp?

Southern Missouri Bancorp shareholders are primarily institutional investors at 49.07%, followed by 14.90% insiders and 36.03% retail investors. The average institutional ownership in Southern Missouri Bancorp's industry, Regional Banks Stocks, is 42.21%, which Southern Missouri Bancorp exceeds.

Who owns the most shares of Southern Missouri Bancorp?

Southern Missouri Bancorp’s largest shareholders are Fmr (807.16K shares, 7.13%), Blackrock funding, inc. /de (777.03K shares, 6.86%), and Blackrock (705.02K shares, 6.24%). Together, they hold 20.23% 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 14.16% of its assets in 229.09K Southern Missouri Bancorp shares, valued at 13.14M$.

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 2.75% of its total shares outstanding invested in 310.46K Southern Missouri Bancorp shares.

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