SOUTHERN MO BANCORP INC (SMBC)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
145
Reporting holders
$492.6M
Reported value
58.7%
Of shares outstanding
0.0%
Held as options
+5
Holder change
Institutions report 6,462,534 shares against 11,015,632 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. Share count carried from an earlier filing (cy2026q1i).
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $85.3M | 1,118,877 | 0.00% | 8q | +20.6%+$14.6M |
| DIMENSIONAL FUND ADVISORS LP | $35.5M | 465,835 | 0.01% | 31q | +5.7%+$1.9M |
| RAFFLES ASSOCIATES LP | $32.2M | 422,306 | 14.12% | 31q | +89.5%+$15.2M |
| VANGUARD CAPITAL MANAGEMENT LLC | $31.8M | 417,015 | 0.00% | 2q | -3.4%-$1.1M |
| STATE STREET CORP | $27.4M | 358,893 | 0.00% | 31q | +27.5%+$5.9M |
| AMERICAN CENTURY COMPANIES INC | $26.9M | 353,437 | 0.01% | 23q | +11.9%+$2.9M |
| GEODE CAPITAL MANAGEMENT, LLC | $18.9M | 247,557 | 0.00% | 31q | +5.0%+$898.4K |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $18.1M | 237,224 | 0.01% | 31q | -0.7%-$134.7K |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $11.9M | 155,511 | 0.03% | 8q | HELD |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $11.8M | 155,405 | 0.00% | 2q | +7.8%+$859.8K |
| MILLENNIUM MANAGEMENT LLC | $8.4M | 110,323 | 0.00% | 9q | +134.5%+$4.8M |
| ALGERT GLOBAL LLC | $8.2M | 106,996 | 0.10% | 4q | -57.2%-$10.9M |
| NORTHERN TRUST CORP | $7.5M | 98,038 | 0.00% | 31q | +4.9%+$351.3K |
| AQR CAPITAL MANAGEMENT LLC | $7.3M | 95,614 | 0.00% | 7q | +13.1%+$845.0K |
| MORGAN STANLEY | $7.2M | 93,987 | 0.00% | 35q | -6.0%-$461.1K |
| ACR Alpine Capital Research, LLC | $6.9M | 91,020 | 0.10% | 22q | -3.9%-$281.0K |
| GOLDMAN SACHS GROUP INC | $6.4M | 83,759 | 0.00% | 22q | +16.4%+$901.1K |
| FRANKLIN RESOURCES INC | $6.2M | 81,074 | 0.00% | 31q | +42.8%+$1.9M |
| RENAISSANCE TECHNOLOGIES LLC | $6.1M | 79,824 | 0.01% | 31q | -12.8%-$892.4K |
| Siena Capital Partners GP, LLC | $6.0M | 79,314 | 1.46% | 31q | HELD |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $6.0M | 78,941 | 0.00% | 31q | +2.3%+$137.9K |
| Sixth Street Partners Management Company, L.P. | $6.0M | 78,941 | 0.00% | new | NEW |
| PANAGORA ASSET MANAGEMENT INC | $5.7M | 74,394 | 0.02% | 3q | +123.6%+$3.1M |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $5.5M | 72,088 | 0.10% | 31q | HELD |
| JPMORGAN CHASE & CO | $5.4M | 71,047 | 0.00% | 31q | +22.8%+$1.0M |
| Creative Planning | $5.3M | 69,035 | 0.00% | 9q | +17.3%+$774.2K |
| VANGUARD FIDUCIARY TRUST CO | $4.7M | 61,767 | 0.00% | 2q | +3.7%+$168.7K |
| Empowered Funds, LLC | $3.5M | 46,088 | 0.02% | 2q | HELD |
| Bank of New York Mellon Corp | $3.5M | 45,416 | 0.00% | 31q | +4.4%+$147.2K |
| LAZARD ASSET MANAGEMENT LLC | $3.2M | 42,254 | 0.00% | 8q | +1.7%+$52.9K |
| Russell Investments Group, Ltd. | $3.1M | 40,808 | 0.00% | 28q | +4.4%+$132.0K |
| D. E. Shaw & Co., Inc. | $3.1M | 40,310 | 0.00% | 9q | +57.4%+$1.1M |
| UBS Group AG | $3.1M | 40,310 | 0.00% | 15q | +44.7%+$949.3K |
| MALTESE CAPITAL MANAGEMENT LLC | $3.0M | 38,887 | 0.54% | 3q | -35.7%-$1.6M |
| BNP PARIBAS FINANCIAL MARKETS | $2.9M | 38,664 | 0.00% | 31q | +179.5%+$1.9M |
| Qube Research & Technologies Ltd | $2.7M | 36,022 | 0.00% | 10q | +116.5%+$1.5M |
| FIRST TRUST ADVISORS LP | $2.6M | 34,610 | 0.00% | 16q | +3.0%+$76.8K |
| FMR LLC | $2.6M | 34,553 | 0.00% | 23q | HELD |
| Nuveen, LLC | $2.0M | 25,968 | 0.00% | 6q | +36.8%+$532.2K |
| Mariner, LLC | $1.8M | 24,098 | 0.00% | 2q | +158.1%+$1.1M |
| COMMERCE BANK | $1.7M | 22,111 | 0.01% | new | NEW |
| BANK OF AMERICA CORP /DE/ | $1.6M | 21,372 | 0.00% | 31q | -17.1%-$336.4K |
| BARCLAYS PLC | $1.6M | 21,370 | 0.00% | 31q | +8.0%+$120.2K |
| Trexquant Investment LP | $1.5M | 19,888 | 0.01% | 2q | +101.0%+$761.6K |
| HSBC HOLDINGS PLC | $1.5M | 19,595 | 0.00% | 8q | +33.6%+$375.9K |
| Quantinno Capital Management LP | $1.5M | 19,547 | 0.00% | 4q | +58.6%+$550.3K |
| Swiss National Bank | $1.4M | 18,953 | 0.00% | 15q | HELD |
| VICTORY CAPITAL MANAGEMENT INC | $1.4M | 18,875 | 0.00% | 17q | -3.2%-$47.6K |
| CITIGROUP INC | $1.4M | 18,178 | 0.00% | 31q | +170.2%+$872.6K |
| Point72 Asset Management, L.P. | $1.2M | 16,304 | 0.00% | new | NEW |
| First Financial Bankshares Inc | $1.2M | 15,387 | 0.02% | 11q | HELD |
| Invesco Ltd. | $1.1M | 14,975 | 0.00% | 18q | +7.0%+$74.3K |
| AMERIPRISE FINANCIAL INC | $1.1M | 14,417 | 0.00% | 8q | -49.9%-$1.1M |
| TWO SIGMA INVESTMENTS, LP | $1.1M | 13,905 | 0.00% | 11q | -68.6%-$2.3M |
| Connor, Clark & Lunn Investment Management Ltd. | $1.0M | 13,681 | 0.00% | 8q | -23.2%-$315.0K |
| Balboa Wealth Partners | $986.4K | 12,943 | 0.13% | 12q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $947.6K | 12,434 | 0.00% | 3q | +179.8%+$608.9K |
| RHUMBLINE ADVISERS | $946.4K | 12,419 | 0.00% | 31q | +4.3%+$38.8K |
| Voleon Capital Management LP | $825.0K | 10,825 | 0.02% | 6q | -19.8%-$203.1K |
| TEACHER RETIREMENT SYSTEM OF TEXAS | $805.3K | 10,567 | 0.00% | 2q | +115.3%+$431.3K |
| Independent Advisor Alliance | $740.1K | 9,711 | 0.02% | 26q | -9.3%-$75.9K |
| ExodusPoint Capital Management, LP | $738.5K | 9,690 | 0.00% | new | NEW |
| DEUTSCHE BANK AG\ | $722.9K | 9,485 | 0.00% | 34q | +27.8%+$157.4K |
| Y-Intercept (Hong Kong) Ltd | $699.2K | 9,175 | 0.01% | 3q | -43.8%-$546.0K |
| IEQ CAPITAL, LLC | $646.6K | 8,484 | 0.00% | 3q | +3.8%+$23.5K |
| SEI INVESTMENTS CO | $643.8K | 8,448 | 0.00% | 6q | -43.7%-$499.4K |
| ALLIANCEBERNSTEIN L.P. | $634.9K | 9,930 | 0.00% | 31q | +1.5%+$9.6K |
| WELLS FARGO & COMPANY/MN | $622.4K | 8,166 | 0.00% | 14q | +12.1%+$67.4K |
| ALPS ADVISORS INC | $617.6K | 8,104 | 0.00% | 4q | +0.9%+$5.8K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $593.6K | 7,789 | 0.00% | 9q | -4.2%-$26.3K |
| CITADEL ADVISORS LLC | $580.3K | 7,615 | 0.00% | new | NEW |
| VANGUARD ASSET MANAGEMENT, Ltd | $552.4K | 7,249 | 0.00% | 2q | HELD |
| FEDERATED HERMES, INC. | $548.7K | 7,200 | 0.00% | 31q | -16.7%-$109.8K |
| Legal & General Group Plc | $528.0K | 6,928 | 0.00% | 31q | +1.0%+$5.1K |
| CANADA PENSION PLAN INVESTMENT BOARD | $510.6K | 6,700 | 0.00% | 3q | HELD |
| Rafferty Asset Management, LLC | $506.3K | 6,644 | 0.00% | 3q | +13.9%+$61.7K |
| Quantbot Technologies LP | $478.9K | 6,284 | 0.02% | new | NEW |
| Cetera Investment Advisers | $478.6K | 6,280 | 0.00% | 10q | HELD |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $473.4K | 6,212 | 0.00% | 5q | -59.4%-$693.5K |
| Vanguard Global Advisers, LLC | $461.1K | 6,051 | 0.00% | 2q | HELD |
| ZACKS INVESTMENT MANAGEMENT | $458.8K | 6,020 | 0.00% | 3q | HELD |
| Welch & Forbes LLC | $457.3K | 6,000 | 0.01% | 14q | HELD |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $454.4K | 5,963 | 0.01% | new | NEW |
| Jupiter Topco LLC | $432.3K | 5,667 | 0.00% | new | FIRST |
| Acropolis Investment Management, LLC | $426.8K | 6,090 | 0.01% | 2q | +100.0%+$213.4K |
| Simmons Bank | $422.2K | 5,540 | 0.02% | 22q | HELD |
| Engineers Gate Manager LP | $421.4K | 5,530 | 0.01% | 3q | -43.1%-$319.8K |
| MetLife Investment Management, LLC | $417.9K | 5,484 | 0.00% | 21q | -3.7%-$16.0K |
| PRUDENTIAL FINANCIAL INC | $415.3K | 5,450 | 0.00% | new | NEW |
| Odyssean, LLC | $410.0K | 5,380 | 0.07% | 2q | HELD |
| Enterprise Financial Services Corp | $365.7K | 4,798 | 0.15% | 17q | HELD |
| LPL Financial LLC | $354.4K | 4,650 | 0.00% | new | NEW |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $339.7K | 4,458 | 0.00% | 9q | -3.2%-$11.3K |
| Sequoia Financial Advisors, LLC | $335.5K | 4,402 | 0.00% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $326.8K | 4,288 | 0.00% | 2q | -33.6%-$165.5K |
| NEW YORK STATE COMMON RETIREMENT FUND | $318.6K | 4,180 | 0.00% | 31q | HELD |
| Krilogy Financial LLC | $302.2K | 3,966 | 0.01% | 4q | -1.3%-$3.9K |
| R Squared Ltd | $296.6K | 3,892 | 0.16% | new | NEW |
| EntryPoint Capital, LLC | $284.4K | 3,732 | 0.07% | 3q | HELD |
| DIVERSIFIED TRUST CO | $271.0K | 3,556 | 0.00% | new | NEW |
Showing the largest 100 of 153 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 145 | $492.6M | 6,462,534 | 21 | 54 | 28 | 0.0% |
| Q1 2026 | 140 | $391.0M | 6,240,654 | 17 | 52 | 32 | 0.0% |
| Q4 2025 | 136 | $358.1M | 6,179,003 | 26 | 39 | 45 | 0.0% |
| Q3 2025 | 124 | $312.3M | 5,955,520 | 26 | 42 | 28 | 0.0% |
| Q2 2025 | 105 | $323.4M | 5,903,339 | 8 | 43 | 20 | 0.0% |
| Q1 2025 | 104 | $299.8M | 5,762,374 | 9 | 29 | 37 | 0.0% |
| Q4 2024 | 103 | $329.8M | 5,749,189 | 13 | 33 | 30 | 0.0% |
| Q3 2024 | 97 | $317.4M | 5,614,418 | 12 | 36 | 23 | 0.0% |
| Q2 2024 | 92 | $247.3M | 5,495,571 | 15 | 31 | 23 | 0.0% |
| Q1 2024 | 83 | $245.0M | 5,605,556 | 12 | 26 | 22 | 0.0% |
| Q4 2023 | 79 | $296.2M | 5,547,432 | 10 | 29 | 16 | 0.0% |
| Q3 2023 | 72 | $209.1M | 5,405,641 | 4 | 21 | 27 | 0.0% |
| Q2 2023 | 75 | $209.3M | 5,442,206 | 6 | 30 | 27 | 0.0% |
| Q1 2023 | 74 | $212.7M | 5,686,811 | 13 | 28 | 18 | 0.0% |
| Q4 2022 | 57 | $171.1M | 3,733,894 | 3 | 22 | 16 | 0.0% |
| Q3 2022 | 81 | $242.8M | 4,758,741 | 9 | 18 | 27 | 0.0% |
| Q2 2022 | 82 | $214.5M | 4,739,953 | 7 | 28 | 24 | 0.0% |
| Q1 2022 | 86 | $238.4M | 4,772,244 | 10 | 24 | 25 | 0.0% |
| Q4 2021 | 83 | $245.3M | 4,702,466 | 13 | 23 | 21 | 0.0% |
| Q3 2021 | 70 | $196.3M | 4,371,114 | 10 | 18 | 18 | 0.0% |
| Q2 2021 | 65 | $201.8M | 4,489,024 | 8 | 13 | 27 | 0.0% |
| Q1 2021 | 64 | $176.3M | 4,471,901 | 8 | 16 | 23 | 0.0% |
| Q4 2020 | 60 | $134.3M | 4,411,503 | 5 | 22 | 16 | 0.0% |
| Q3 2020 | 59 | $106.2M | 4,504,819 | 1 | 16 | 25 | 0.0% |
| Q2 2020 | 65 | $111.1M | 4,587,494 | 5 | 20 | 22 | 0.0% |
| Q1 2020 | 64 | $110.9M | 4,575,948 | 7 | 21 | 20 | 0.0% |
| Q4 2019 | 62 | $181.1M | 4,721,381 | 3 | 23 | 16 | 0.0% |
| Q3 2019 | 63 | $167.3M | 4,591,034 | 5 | 26 | 11 | 0.0% |
| Q2 2019 | 65 | $159.4M | 4,576,379 | 6 | 31 | 10 | 0.0% |
| Q1 2019 | 65 | $139.0M | 4,513,553 | 6 | 26 | 11 | 0.0% |
| Q4 2018 | 66 | $151.9M | 4,482,009 | 2 | 1 | 1 | 0.0% |