Southern Missouri Bancorp

SMBC • NASDAQ

Southern Missouri Bancorp is a banks - regional company in the financial services sector on NASDAQ, led by Greg A. Steffens, with a market cap of $681.3M. As of Q3 2025, 53% of shares are held by 136 institutional investors, with BlackRock, Inc. as the largest holder at 7.25%.

Chief Executive Officer of the CompanyGreg A. Steffens

Market Cap$681.3M

Banks - Regional

Financial Services

Employees703.0

Websitebankwithsouthern.com

Country

United States of America

Overview

Overview of institutional ownership in SMBC as of Q3 2025 with a market cap of $593.4M

All Institutions

Institutions: 136
Value Held: $312.3M
Shares Held: 5.9M
Avg Position: $2.3M
Median Position: $368.6K

Hedge Funds

Hedge Funds: 18
Value Held: $52.2M
Shares Held: 992.6K
Avg Position: $2.9M
Median Position: $646.8K

Ownership Breakdown

Institutional (non-HF)

43.83%

$260.1M

Hedge Funds

8.79%

$52.2M

Retail & Other

47.38%

$281.1M

Based on market cap of $593.4M as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in SMBC as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
B BlackRock, Inc. Institution	-	$43.0M 0.00% of portfolio	7.25% 818.4K shares	Q2 2016 Held for 9y 5m	$5.67T
VANGUARD GROUP INC Institution	Salim Ramji CEO	$33.0M 0.00% of portfolio	5.55% 627.1K shares	Q1 2016 Held for 9y 8m	$6.69T
FMR LLC Institution	-	$30.6M 0.00% of portfolio	5.16% 583.1K shares	Q4 2020 Held for 4y 11m	$1.92T
DIMENSIONAL FUND ADVISORS LP Long Only Manager	David Paul Butler CEO	$22.7M 0.00% of portfolio	3.83% 432.5K shares	≤ Q2 2013 Held for 12y 5m+	$466.32B
FJ Capital Management LLC Hedge Fund•Long/Short	Martin Saul Friedman Founder	$15.8M 1.58% of portfolio	2.67% 300.9K shares	Q4 2013 Held for 11y 11m	$999.9M
A AMERICAN CENTURY COMPANIES INC Institution	-	$14.5M 0.01% of portfolio	2.44% 275.4K shares	Q4 2020 Held for 4y 11m	$195.93B
M MANUFACTURERES LIFE INSURANCE CO Institution	-	$13.0M 0.01% of portfolio	2.20% 248.0K shares	≤ Q2 2013 Held for 12y 5m+	$120.17B
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$12.2M 0.00% of portfolio	2.06% 232.6K shares	Q4 2014 Held for 10y 11m	$1.57T
R RAFFLES ASSOCIATES LP Hedge Fund•Value	Paul H. O'Leary Managing Partner	$12.0M 11.60% of portfolio	2.03% 229.1K shares	≤ Q2 2013 Held for 12y 5m+	$103.8M
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$11.2M 0.00% of portfolio	1.89% 213.6K shares	Q2 2016 Held for 9y 5m	$2.88T

Net Capital Flow

Institutional buying and selling activity for SMBC in Q3 2025

Traded: −$2.3M
Buyers: 78
Sellers: 39
Total Bought: +$25.3M
Total Sold: −$27.6M
Avg Position: $2.2M

Biggest Buyers

Institution	Net Bought	Current Position
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	+$2.5M +46.7K shares	$5.3M 100.7K shares
B BlackRock, Inc. Institution	+$2.3M +44.5K shares	$43.0M 818.4K shares
MORGAN STANLEY RIA/Wealth	+$1.5M +28.9K shares	$4.8M 90.7K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	+$1.5M +28.6K shares	$1.8M 35.1K shares
GOLDMAN SACHS GROUP INC Institution	+$1.5M +28.0K shares	$2.9M 55.6K shares
A AMERICAN CENTURY COMPANIES INC Institution	+$1.4M +25.8K shares	$14.5M 275.4K shares
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy	+$1.3M +24.7K shares	$2.2M 41.0K shares
Q Qube Research & Technologies Ltd Institution	+$1.1M +21.2K shares	$2.8M 53.7K shares
FJ Capital Management LLC Hedge Fund•Long/Short	+$946.2K +18.0K shares	$15.8M 300.9K shares
H HRT FINANCIAL LLC Institution	+$860.6K +16.4K shares	$860.6K 16.4K shares

Biggest Sellers

Institution	Net Sold	Current Position
FMR LLC Institution	−$14.8M −280.6K shares	$30.6M 583.1K shares
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC Long Only Manager	−$3.3M −63.4K shares	$2.9M 55.8K shares
FRANKLIN RESOURCES INC Institution	−$2.9M −54.5K shares	$1.3M 25.1K shares
S Squarepoint Ops LLC Hedge Fund•Quant	−$995.9K −18.2K shares	Sold Off 0 shares
AMERIPRISE FINANCIAL INC Institution	−$720.1K −13.7K shares	$367.9K 7.0K shares
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC Long Only Manager	−$672.8K −12.8K shares	$541.2K 10.3K shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	−$665.9K −12.2K shares	Sold Off 0 shares
Verition Fund Management LLC Hedge Fund•Multi-Strategy	−$541.2K −9.9K shares	Sold Off 0 shares
A Assenagon Asset Management S.A. Institution	−$428.6K −7.8K shares	Sold Off 0 shares
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager	−$399.6K −7.6K shares	$292.1K 5.6K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited SMBC in Q3 2025

New Positions: 24
New Value: $5.6M
Exited Positions: 7
Exited Value: $3.1M

New Positions

Institution	Position Value
H HRT FINANCIAL LLC Institution	$860.6K 16.4K shares
ALGERT COLDIRON INVESTORS LLC Hedge Fund•Quant	$775.9K 14.8K shares
Apollon Wealth Management, LLC RIA/Wealth	$592.4K 11.3K shares
A ALPS ADVISORS INC ETF Provider	$431.0K 8.2K shares
P PharVision Advisers, LLC Hedge Fund•Long/Short	$396.7K 7.5K shares
Quantinno Capital Management LP Hedge Fund•Market Neutral	$369.2K 7.0K shares
Semanteon Capital Management, LP Hedge Fund•Long/Short	$352.3K 6.7K shares
Integrated Quantitative Investments LLC Long Only Manager	$339.0K 6.4K shares
V Virtu Financial LLC Institution	$324.5K 6.2K shares
P Polymer Capital Management LLC Hedge Fund•Multi-Strategy	$277.1K 5.3K shares

Exited Positions

Institution	Previous Position
S Squarepoint Ops LLC Hedge Fund•Quant	$995.9K 18.2K shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$665.9K 12.2K shares
Verition Fund Management LLC Hedge Fund•Multi-Strategy	$541.2K 9.9K shares
A Assenagon Asset Management S.A. Institution	$428.6K 7.8K shares
PANAGORA ASSET MANAGEMENT INC Hedge Fund•Quant	$304.2K 5.6K shares
RAYMOND JAMES FINANCIAL INC RIA/Wealth	$93.1K 1.7K shares
Z Zurcher Kantonalbank Institution	$57.2K 1.0K shares

Options Activity

Institutions with the largest Call and Put options positions in SMBC as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with SMBC as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
R RAFFLES ASSOCIATES LP Hedge Fund•Value	Paul H. O'Leary Managing Partner	11.60% $12.0M	2.03% 229.1K shares	≤ Q2 2013 Held for 12y 5m+	$103.8M
Siena Capital Management, LLC Hedge Fund•Sector	Daniel Kanter President	2.50% $4.2M	0.70% 79.3K shares	Q4 2016 Held for 8y 11m	$167.0M
FJ Capital Management LLC Hedge Fund•Long/Short	Martin Saul Friedman Founder	1.58% $15.8M	2.67% 300.9K shares	Q4 2013 Held for 11y 11m	$999.9M
Semanteon Capital Management, LP Hedge Fund•Long/Short	Rajat Lal Managing Partner	0.44% $352.3K	0.06% 6.7K shares	Q3 2025 Held for 2 months	$79.7M
P PharVision Advisers, LLC Hedge Fund•Long/Short	Blagovest Dimitrov Baychev CEO	0.22% $396.7K	0.07% 7.5K shares	Q3 2025 Held for 2 months	$176.9M
ENTERPRISE FINANCIAL SERVICES CORP Institution	Peter F. Benoist CEO	0.13% $252.2K	0.04% 4.8K shares	Q2 2022 Held for 3y 5m	$193.5M
Balboa Wealth Partners RIA/Wealth	Jeffrey Alan Gilbert President	0.12% $677.3K	0.11% 12.9K shares	Q3 2023 Held for 2y 2m	$573.5M
Integrated Quantitative Investments LLC Long Only Manager	Kirsten Anna Syverson CEO	0.10% $339.0K	0.06% 6.4K shares	Q3 2025 Held for 2 months	$351.3M
Alpine Investment Management, LLC Long Only Manager	Nicholas Virgil Tompras CEO	0.05% $2.8M	0.47% 53.2K shares	Q1 2021 Held for 4y 8m	$5.9B
B BRIDGEWAY CAPITAL MANAGEMENT INC Long Only Manager	John Noland Ryan Montgomery CEO	0.04% $2.0M	0.33% 37.5K shares	Q1 2016 Held for 9y 8m	$4.7B

Hedge Fund Spotlight

Discover hedge funds investing in SMBC

AQR CAPITAL MANAGEMENT LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerDavid Gary Kabiller

Portfolio Value: $156.17B
Positions: 3,453
Last Reported: Q3 2025

Sector Allocation

Position in Southern Missouri Bancorp

Market Value: $517.7K
Shares Held: 9.8K
Portfolio Weight: 0.00%
Owned Since: 2024-Q4

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3 Apple AAPL	Consumer Electronics Technology	$2.8B	1.76%