Ranked by reported Q1 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. | 928K | $59.3M | -0.7% | 8.351% | 0.00% |
| 2 | DIMENSIONAL FUND ADVISORS LP | 441K | $28.2M | +2.8% | 3.969% | 0.01% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 432K | $27.6M | — | 3.886% | 0.00% |
| 4 | AMERICAN CENTURY COMPANIES INC | 316K | $20.2M | +8.0% | 2.843% | 0.01% |
| 5 | STATE STREET CORP | 282K | $18.0M | +2.0% | 2.534% | 0.00% |
| 6 | Clayton Financial Group LLC | 280K | $17.9M | 0.0% | 2.525% | 9.21% |
| 7 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 239K | $15.3M | -1.3% | 2.151% | 0.01% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 236K | $15.1M | +2.1% | 2.123% | 0.00% |
| 9 | RAFFLES ASSOCIATES LP | 223K | $14.3M | -1.1% | 2.006% | 12.36% |
| 10 | FJ Capital Management LLC | 202K | $12.9M | -32.7% | 1.822% | 1.46% |
| 11 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 155K | $9.9M | +177.1% | 1.394% | 0.03% |
| 12 | VANGUARD PORTFOLIO MANAGEMENT LLC | 144K | $9.2M | — | 1.297% | 0.00% |
| 13 | MORGAN STANLEY | 100K | $6.4M | -2.6% | 0.901% | 0.00% |
| 14 | ACR Alpine Capital Research, LLC | 95K | $6.1M | +4.0% | 0.853% | 0.09% |
| 15 | NORTHERN TRUST CORP | 93K | $6.0M | +4.7% | 0.841% | 0.00% |
| 16 | RENAISSANCE TECHNOLOGIES LLC | 92K | $5.9M | -1.6% | 0.824% | 0.01% |
| 17 | AQR CAPITAL MANAGEMENT LLC | 85K | $5.4M | +35.5% | 0.761% | 0.00% |
| 18 | Siena Capital Partners GP, LLC | 79K | $5.1M | 0.0% | 0.714% | 1.32% |
| 19 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 77K | $4.9M | -1.0% | 0.694% | 0.00% |
| 20 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 72K | $4.6M | +2.1% | 0.649% | 0.09% |
| 21 | GOLDMAN SACHS GROUP INC | 72K | $4.6M | -8.0% | 0.648% | 0.00% |
| 22 | MALTESE CAPITAL MANAGEMENT LLC | 60K | $3.9M | +0.6% | 0.544% | 0.76% |
| 23 | VANGUARD FIDUCIARY TRUST CO | 60K | $3.8M | — | 0.536% | 0.00% |
| 24 | Creative Planning | 59K | $3.8M | +21.8% | 0.530% | 0.00% |
| 25 | FRANKLIN RESOURCES INC | 57K | $3.6M | +71.4% | 0.511% | 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 Q1 2026, grouped by how each filer changed its position.
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 |
|---|---|---|---|---|---|---|
| Q1 2026 | 145 | 0.7% | 47.35% | +3.64 pp | $380M | +8.3% |
| Q4 2025 | 146 | +9.0% | 43.71% | +5.36 pp | $351M | +14% |
| Q3 2025 | 134 | +18% | 38.35% | 1.62 pp | $308M | 4.1% |
| Q2 2025 | 114 | +0.9% | 39.97% | +2.94 pp | $321M | +7.9% |
| Q1 2025 | 113 | 2.6% | 37.03% | 3.78 pp | $298M | 9.3% |
| Q4 2024 | 116 | +6.4% | 40.81% | +1.70 pp | $328M | +4.3% |
| Q3 2024 | 109 | +7.9% | 39.11% | +8.50 pp | $314M | +28% |
| Q2 2024 | 101 | — | 30.61% | — | $246M | — |
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 Q1 2026 13F filings, institutional ownership of Southern Missouri Bancorp, Inc. stands at 47.3%, held across 145 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of SMBC, with approximately 927,655 shares worth $0.06B as of Q1 2026.
Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of SMBC, including RENAISSANCE TECHNOLOGIES LLC.
Our composite Smart Money Score for SMBC is 55 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
22 institutions opened new positions in SMBC during Q1 2026, while 23 fully exited. 103 added to existing positions and 19 trimmed.
SMBC institutional ownership rose by 3.64 percentage points quarter-over-quarter, with a net change of -1 holders.
The top 10 institutions account for 60.1% of all reported 13F value in SMBC, and the top 25 account for 82.0%.
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