Ranked by reported Q2 2026 13F market value
Share of total reported institutional value in SMBC held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 1.1M | $85.3M | +20.6% | 10.157% | 0.00% |
| 2 | DIMENSIONAL FUND ADVISORS LP | 466K | $35.5M | +5.7% | 4.229% | 0.01% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 417K | $31.8M | -3.4% | 3.786% | 0.00% |
| 4 | STATE STREET CORP | 359K | $27.4M | +27.5% | 3.258% | 0.00% |
| 5 | AMERICAN CENTURY COMPANIES INC | 353K | $26.9M | +11.9% | 3.209% | 0.01% |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 248K | $18.9M | +5.0% | 2.247% | 0.00% |
| 7 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 237K | $18.1M | -0.7% | 2.153% | 0.01% |
| 8 | RAFFLES ASSOCIATES LP | 211K | $16.1M | -5.3% | 1.917% | 7.06% |
| 9 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 156K | $11.9M | +0.5% | 1.412% | 0.03% |
| 10 | VANGUARD PORTFOLIO MANAGEMENT LLC | 155K | $11.8M | +7.8% | 1.411% | 0.00% |
| 11 | MILLENNIUM MANAGEMENT LLC | 110K | $8.4M | +134.5% | 1.002% | 0.00% |
| 12 | ALGERT GLOBAL LLC | 107K | $8.2M | -14.4% | 0.971% | 0.10% |
| 13 | NORTHERN TRUST CORP | 98K | $7.5M | +4.9% | 0.890% | 0.00% |
| 14 | AQR CAPITAL MANAGEMENT LLC | 96K | $7.3M | +13.1% | 0.868% | 0.00% |
| 15 | MORGAN STANLEY | 94K | $7.2M | -6.0% | 0.853% | 0.00% |
| 16 | ACR Alpine Capital Research, LLC | 91K | $6.9M | -3.9% | 0.826% | 0.10% |
| 17 | GOLDMAN SACHS GROUP INC | 84K | $6.4M | +16.4% | 0.760% | 0.00% |
| 18 | FRANKLIN RESOURCES INC | 81K | $6.2M | +42.8% | 0.736% | 0.00% |
| 19 | RENAISSANCE TECHNOLOGIES LLC | 80K | $6.1M | -12.8% | 0.725% | 0.01% |
| 20 | Siena Capital Partners GP, LLC | 79K | $6.0M | 0.0% | 0.720% | 1.46% |
| 21 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 79K | $6.0M | +2.4% | 0.717% | 0.00% |
| 22 | PANAGORA ASSET MANAGEMENT INC | 74K | $5.7M | +123.6% | 0.675% | 0.02% |
| 23 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 72K | $5.5M | 0.0% | 0.654% | 0.10% |
| 24 | JPMORGAN CHASE & CO | 71K | $5.4M | +22.8% | 0.645% | 0.00% |
| 25 | Creative Planning | 69K | $5.3M | +17.3% | 0.627% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in SMBC — a direct measure of their conviction.
Filings activity in SMBC during Q2 2026, grouped by how each filer changed its position.
Institutions that opened a new SMBC position in Q2 2026
Institutions that fully closed their SMBC position in Q2 2026
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 151 | +2.7% | 57.05% | +0.99 pp | $470M | +21% |
| Q1 2026 | 147 | +0.7% | 56.06% | +0.15 pp | $390M | +11% |
| Q4 2025 | 146 | +9.0% | 55.91% | +1.97 pp | $351M | +14% |
| Q3 2025 | 134 | +18% | 53.94% | 0.30 pp | $308M | 4.1% |
| Q2 2025 | 114 | +0.9% | 54.24% | +1.44 pp | $321M | +7.9% |
| Q1 2025 | 113 | 2.6% | 52.80% | 0.12 pp | $298M | 9.3% |
| Q4 2024 | 116 | +6.4% | 52.92% | +1.43 pp | $328M | +4.3% |
| Q3 2024 | 109 | — | 51.49% | — | $314M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying SMBC stock.
Based on Q2 2026 13F filings, institutional ownership of Southern Missouri Bancorp, Inc. stands at 57.0%, held across 151 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of SMBC, with approximately 1,118,877 shares worth $0.09B as of Q2 2026.
Yes — 2 widely-followed marquee investors appear among the top 25 institutional holders of SMBC, including MILLENNIUM MANAGEMENT LLC, RENAISSANCE TECHNOLOGIES LLC.
Our composite Smart Money Score for SMBC is 63 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
19 institutions opened new positions in SMBC during Q2 2026, while 14 fully exited. 114 added to existing positions and 14 trimmed.
SMBC institutional ownership rose by 0.99 percentage points quarter-over-quarter, with a net change of +4 holders.
The top 10 institutions account for 60.3% of all reported 13F value in SMBC, and the top 25 account for 81.1%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Southern Missouri Bancorp, Inc. (SMBC) Institutional Ownership