Southern Missouri Bancorp Ownership | Who Owns Southern Missouri Bancorp?
Southern Missouri Bancorp Ownership Summary
Southern Missouri Bancorp is owned by 16.30% institutional investors, 14.53% insiders, and 69.17% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 8.32% of SMBC shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.88% of its assets in Southern Missouri Bancorp shares.
SMBC Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Southern Missouri Bancorp | 16.30% | 14.53% | 69.17% |
| Sector | Financial Services Stocks | 37.05% | 15.59% | 47.36% |
| Industry | Regional Banks Stocks | 38.44% | 12.57% | 48.99% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 927.65K | 8.32% | $59.31M |
| Blackrock | 705.02K | 6.24% | $31.73M |
| Vanguard group | 629.31K | 5.64% | $37.20M |
| Dimensional fund advisors lp | 440.84K | 3.95% | $28.19M |
| American century companies | 315.81K | 2.83% | $20.19M |
| State street | 281.51K | 2.52% | $18.00M |
| Clayton financial group | 280.42K | 2.51% | $17.93M |
| Manufacturers life insurance company, the | 238.99K | 2.14% | $15.28M |
| Geode capital management | 235.77K | 2.11% | $15.08M |
| Raffles associates lp | 222.88K | 2.00% | $14.25M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Raffles associates lp | 222.88K | 12.36% | $14.25M |
| Clayton financial group | 280.42K | 9.21% | $17.93M |
| Fj capital management | 202.43K | 1.46% | $12.94M |
| Siena capital partners gp | 79.31K | 1.32% | $5.07M |
| Maltese capital management | 60.48K | 0.76% | $3.87M |
| Pharvision advisers | 7.55K | 0.22% | $396.72K |
| Integrated quantitative investments | 14.80K | 0.17% | $946.57K |
| Enterprise financial services | 4.80K | 0.16% | $306.78K |
| Balboa wealth partners | 12.94K | 0.14% | $827.56K |
| Algert global | 124.98K | 0.12% | $7.99M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Hotchkis & wiley capital management | 154.80K | 0.03% | 98.93K |
| Vanguard fiduciary trust | 59.55K | 0.00% | 59.55K |
| Eversource wealth advisors | 29.31K | 0.07% | 29.25K |
| Blackrock | 705.02K | 0.00% | 25.71K |
| Franklin resources | 56.78K | 0.00% | 23.66K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Fj capital management | 202.43K | 1.46% | -98.52K |
| Millennium management | 47.05K | 0.00% | -35.94K |
| Ubs group | 27.85K | 0.00% | -30.32K |
| Forvis wealth advisors | - | - | -19.91K |
| Squarepoint ops | - | - | -18.18K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Vanguard fiduciary trust | 59.55K | 0.00% | 59.55K | $3.81M |
| Legato capital management | 10.73K | 0.06% | 10.73K | $685.95K |
| Trexquant investment lp | 9.89K | 0.00% | 9.89K | $632.69K |
| Mariner | 9.34K | 0.00% | 9.34K | $596.91K |
| Pharvision advisers | 7.55K | 0.22% | 7.55K | $396.72K |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -1.00 |
| Sbi securities | -1.00 |
| Tortoise investment management | -1.00 |
| Clearstead advisors | -2.00 |
| Capital performance advisors llp | -16.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Mar 31, 2025 | 112 | -1.75% | 5,825,806 | -0.07% | 51 | 1.96% | 44 | -22.81% | 41 | 24.24% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 316.89K | 2.88% | - |
| Vanguard US Total Market Shares ETF | 305.79K | 2.71% | - |
| Avantis US Small Cap Value ETF | 271.44K | 2.44% | - |
| iShares Russell 2000 ETF | 234.09K | 2.10% | 1.97K |
| 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 |
| JHancock Regional Bank A | 116.31K | 1.06% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 106.12K | 0.96% | 893.00 |
| JH Financial Opportunities | 104.79K | 0.95% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| May 21, 2026 | Windes Richard | EVP-CHIEF LENDING OFFICER | Sell | $136.94K |
| May 06, 2026 | BAGBY DOUGLAS | - | Sell | $39.96K |
| Mar 04, 2026 | Love Charles R | - | Sell | $37.12K |
| Nov 20, 2025 | Young William E | Retired Director | Sell | $80.80K |
| Jul 29, 2025 | Dorton Brett | EVP-CHIEF STRATEGIES OFFICER | Sell | $7.32K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q2 | - | 2 |
| 2026 Q1 | - | 1 |
| 2025 Q4 | - | 1 |
| 2025 Q3 | - | 2 |
| 2025 Q2 | - | 1 |
SMBC Ownership FAQ
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