SMBC Institutional Ownership & Shareholders
SOUTHERN MISSOURI BANCORP (SMBC) is currently held by 152 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $472.86M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Blackrock, Inc. is currently the largest disclosed institutional shareholder of SMBC tracked by InsiderSet, reporting ownership valued at approximately $85.27M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $80.85M, representing an estimated loss of -5.18% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 60% of the total disclosed SMBC value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., Dimensional Fund Advisors Lp, Vanguard Capital Management Llc, and several other long-term asset managers with concentrated positions in SOUTHERN MISSOURI BANCORP (SMBC).
This page ranks the largest institutional SMBC shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
152
Total Reported Value
$472.86M
Largest Holder
Blackrock, Inc.
Largest Position
$85.27M
Insider Transactions (90d)
6
Latest Filing Quarter
Q2 2026
New Institutional Positions
97
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Blackrock, Inc. | 0.00% | 1,118,877 | $85,269,622 | $80,850,052 | -$4,419,570 | -5.18% | |
| Dimensional Fund Advisors Lp | 0.01% | 465,835 | $35,501,287 | $33,661,237 | -$1,840,050 | -5.18% | |
| Vanguard Capital Management Llc | 0.00% | 417,015 | $31,780,713 | $30,133,504 | -$1,647,209 | -5.18% | |
| State Street Corp | 0.00% | 358,893 | $27,351,236 | $25,933,608 | -$1,417,628 | -5.18% | |
| American Century Companies Inc | 0.01% | 353,437 | $26,935,434 | $25,539,358 | -$1,396,076 | -5.18% | |
| Geode Capital Management, Llc | 0.00% | 247,557 | $18,870,166 | $17,888,469 | -$981,697 | -5.20% | |
| Manufacturers Life Insurance Company, The | 0.01% | 237,224 | $18,078,841 | $17,141,806 | -$937,035 | -5.18% | |
| Raffles Associates Lp | 13.71% | 211,153 | $16,091,970 | $15,257,916 | -$834,054 | -5.18% | |
| Hotchkis & Wiley Capital Management Llc | 0.03% | 155,511 | $11,851,493 | $11,237,225 | -$614,268 | -5.18% | |
| Vanguard Portfolio Management Llc | 0.00% | 155,405 | $11,843,415 | $11,229,565 | -$613,850 | -5.18% | |
| Millennium Management Llc | 0.01% | 110,323 | $8,407,716 | $7,971,940 | -$435,776 | -5.18% | |
| Algert Global Llc | 0.10% | 106,996 | $8,154,165 | $7,731,531 | -$422,634 | -5.18% | |
| Northern Trust Corp | 0.00% | 98,038 | $7,471,477 | $7,084,226 | -$387,251 | -5.18% | |
| Aqr Capital Management Llc | 0.00% | 95,614 | $7,286,756 | $6,909,068 | -$377,688 | -5.18% | |
| Morgan Stanley | 0.00% | 93,987 | $7,162,814 | $6,791,501 | -$371,313 | -5.18% | |
| Goldman Sachs Group Inc | 0.00% | 83,759 | $6,383,292 | $6,052,425 | -$330,867 | -5.18% | |
| Renaissance Technologies LLC | Jim Simons | 0.01% | 79,824 | $6,083,387 | $5,768,082 | -$315,305 | -5.18% |
| Siena Capital Partners Gp, Llc | 1.46% | 79,314 | $6,045,313 | $5,731,230 | -$314,083 | -5.20% | |
| Charles Schwab Investment Management Inc | 0.00% | 78,941 | $6,016,094 | $5,704,277 | -$311,817 | -5.18% | |
| Panagora Asset Management Inc | 0.02% | 74,394 | $5,669,567 | $5,375,710 | -$293,857 | -5.18% | |
| Creative Planning | 0.00% | 79,811 | $5,658,600 | $5,767,143 | +$108,543 | +1.92% | |
| Bridgeway Capital Management, Llc | 0.10% | 72,088 | $5,493,826 | $5,209,079 | -$284,747 | -5.18% | |
| Jpmorgan Chase & Co | 0.00% | 71,047 | $5,405,966 | $5,133,856 | -$272,110 | -5.03% | |
| Vanguard Fiduciary Trust Co | 0.00% | 61,767 | $4,707,263 | $4,463,283 | -$243,980 | -5.18% | |
| Acr Alpine Capital Research, Llc | 0.06% | 62,528 | $4,433,235 | $4,518,273 | +$85,038 | +1.92% | |
| Acadian Asset Management Llc | 0.00% | 48,211 | $3,668,000 | $3,483,727 | -$184,273 | -5.02% | |
| Empowered Funds, Llc | 0.02% | 46,088 | $3,512,366 | $3,330,319 | -$182,047 | -5.18% | |
| Bank Of New York Mellon Corp | 0.00% | 45,416 | $3,461,128 | $3,281,760 | -$179,368 | -5.18% | |
| Lazard Asset Management Llc | 0.00% | 42,254 | $3,220,177 | $3,053,274 | -$166,903 | -5.18% | |
| Russell Investments Group, Ltd. | 0.00% | 40,808 | $3,109,758 | $2,948,786 | -$160,972 | -5.18% | |
| D. E. Shaw & Co., Inc. | 0.00% | 40,310 | $3,072,025 | $2,912,801 | -$159,224 | -5.18% | |
| Ubs Group Ag | 0.00% | 40,310 | $3,072,025 | $2,912,801 | -$159,224 | -5.18% | |
| Maltese Capital Management Llc | 0.54% | 38,887 | $2,963,578 | $2,809,975 | -$153,603 | -5.18% | |
| Bnp Paribas Financial Markets | 0.00% | 38,664 | $2,946,583 | $2,793,861 | -$152,722 | -5.18% | |
| Qube Research & Technologies Ltd | 0.00% | 36,022 | $2,745,237 | $2,602,950 | -$142,287 | -5.18% | |
| First Trust Advisors Lp | 0.00% | 34,610 | $2,637,628 | $2,500,919 | -$136,709 | -5.18% | |
| Fmr Llc | 0.00% | 34,553 | $2,633,263 | $2,496,800 | -$136,463 | -5.18% | |
| Principal Financial Group Inc | 0.00% | 34,854 | $2,471,149 | $2,518,550 | +$47,401 | +1.92% | |
| Hrt Financial Lp | 0.00% | 27,641 | $2,106,000 | $1,997,339 | -$108,661 | -5.16% | |
| Nuveen, Llc | 0.00% | 25,968 | $1,979,022 | $1,876,448 | -$102,574 | -5.18% | |
| Mariner, Llc | 0.00% | 24,098 | $1,836,503 | $1,741,321 | -$95,182 | -5.18% | |
| Commerce Bank | 0.01% | 22,111 | $1,685,079 | $1,597,741 | -$87,338 | -5.18% | |
| Bank Of America Corp | 0.00% | 21,372 | $1,628,760 | $1,544,341 | -$84,419 | -5.18% | |
| Barclays Plc | 0.00% | 21,370 | $1,628,607 | $1,544,196 | -$84,411 | -5.18% | |
| Trexquant Investment Lp | 0.01% | 19,888 | $1,515,664 | $1,437,107 | -$78,557 | -5.18% | |
| Hsbc Holdings Plc | 0.00% | 19,595 | $1,495,882 | $1,415,935 | -$79,947 | -5.34% | |
| Quantinno Capital Management Lp | 0.00% | 19,547 | $1,489,684 | $1,412,466 | -$77,218 | -5.18% | |
| Swiss National Bank | 0.00% | 18,953 | $1,444,408 | $1,369,544 | -$74,864 | -5.18% | |
| Gsa Capital Partners Llp | 0.09% | 18,879 | $1,439,000 | $1,364,197 | -$74,803 | -5.20% | |
| Victory Capital Management Inc | 0.00% | 18,875 | $1,438,464 | $1,363,908 | -$74,557 | -5.18% |
Frequently asked questions about SMBC
Who are the largest institutional holders of SMBC?
The largest institutional holders of SMBC reported in the latest SEC Form 13F filings include Blackrock, Inc., Dimensional Fund Advisors Lp, Vanguard Capital Management Llc, State Street Corp, and American Century Companies Inc. InsiderSet ranks institutional holders by their latest reported SMBC position.
What is SMBC institutional ownership?
This page tracks SMBC positions reported by institutional investment managers through SEC Form 13F. SOUTHERN MISSOURI BANCORP (SMBC) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SMBC?
InsiderSet currently tracks 152 institutional managers reporting SMBC holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SMBC shareholders.
How much SMBC stock do institutions own?
Institutional investment managers disclosed approximately $472.86M in SMBC holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SMBC institutional ownership last updated?
The latest SMBC institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SMBC holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SMBC position after the reporting date.
Are institutions buying or selling SMBC?
Institutional buying and selling can be analyzed by comparing SMBC positions across consecutive 13F reporting periods. InsiderSet's SMBC Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SMBC ownership changes.
How has SMBC institutional ownership changed over time?
InsiderSet tracks SMBC institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.