DaveManuel.com · Institutional Ownership · Who Owns It
SOUTHERN MO BANCORP INC (SMBC)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
152
Reporting holders
$494.9M
Reported value
0.1%
Calls
0.0%
Puts
+3
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
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 | -14.4%-$1.4M |
| 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 |
| 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 |
| ACADIAN ASSET MANAGEMENT LLC | $3.7M | 48,211 | 0.00% | 31q | +4.5%+$159.1K |
| 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 |
| HRT FINANCIAL LP | $2.1M | 27,641 | 0.00% | 4q | +157.5%+$1.3M |
| 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 |
| GSA CAPITAL PARTNERS LLP | $1.4M | 18,879 | 0.09% | 3q | +100.1%+$719.8K |
| 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 | HELD |
| 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 |
| 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 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $645.3K | 8,467 | 0.00% | 31q | -3.5%-$23.2K |
| 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 | +124.3%+$344.9K |
| 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 |
| PRICE T ROWE ASSOCIATES INC /MD/ | $589.0K | 7,720 | 0.00% | 7q | +3.3%+$18.9K |
| 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 |
| MERCER GLOBAL ADVISORS INC /ADV | $473.8K | 6,217 | 0.00% | 3q | +39.9%+$135.1K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $473.4K | 6,212 | 0.00% | 5q | -59.4%-$693.5K |
| SG Americas Securities, LLC | $472.0K | 6,191 | 0.00% | 8q | +108.5%+$245.6K |
| 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 |
| 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 |
Showing the largest 100 of 152 reported holders.
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-10-29 | 2026-10-26 | Directors or officers departed or appointed | filing |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-09-09 | Hensley Todd E. | Director | Sold | 10,851 | $788.4K ×2 |
| 2026-09-08 | Hensley Todd E. | Director | Sold | 4,749 | $349.0K |
| 2026-08-18 | HECKER MARK E | EVP-CHIEF CREDIT OFFICER | Sold | 2,685 | $202.8K ×3 |
| 2026-06-05 | Windes Richard | EVP-CHIEF LENDING OFFICER | Sold | 2,000 | $139.4K |
| 2026-05-21 | Windes Richard | EVP-CHIEF LENDING OFFICER | Sold | 2,000 | $136.9K |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 23 | $3.9M | 55,252 | 4 | 9 | 1 | 0.0% |
| Q2 2026 | 152 | $494.9M | 6,492,063 | 20 | 59 | 29 | 0.1% |
| Q1 2026 | 149 | $394.8M | 6,175,318 | 18 | 54 | 37 | 0.0% |
| Q4 2025 | 147 | $363.7M | 6,152,105 | 27 | 45 | 47 | 0.0% |
| Q3 2025 | 135 | $315.6M | 6,004,958 | 29 | 45 | 31 | 0.0% |
| Q2 2025 | 114 | $328.3M | 5,993,814 | 8 | 46 | 24 | 0.0% |
| Q1 2025 | 113 | $303.2M | 5,827,146 | 10 | 33 | 39 | 0.0% |
| Q4 2024 | 115 | $333.8M | 5,817,845 | 14 | 39 | 33 | 0.0% |
| Q3 2024 | 108 | $322.1M | 5,696,269 | 16 | 41 | 23 | 0.0% |
| Q2 2024 | 100 | $249.4M | 5,540,813 | 18 | 34 | 25 | 0.0% |
| Q1 2024 | 92 | $250.8M | 5,737,377 | 15 | 27 | 25 | 0.0% |
| Q4 2023 | 85 | $302.3M | 5,662,828 | 10 | 31 | 17 | 0.0% |
| Q3 2023 | 79 | $217.0M | 5,610,181 | 5 | 21 | 28 | 0.0% |
| Q2 2023 | 83 | $217.7M | 5,660,770 | 8 | 31 | 29 | 0.0% |
| Q1 2023 | 89 | $221.9M | 5,932,793 | 14 | 36 | 23 | 0.0% |
| Q4 2022 | 79 | $217.1M | 4,736,677 | 5 | 30 | 21 | 0.0% |
| Q3 2022 | 78 | $250.0M | 4,899,900 | 9 | 17 | 26 | 0.0% |
| Q2 2022 | 79 | $220.3M | 4,866,698 | 7 | 28 | 22 | 0.0% |
| Q1 2022 | 83 | $237.2M | 4,749,302 | 10 | 23 | 24 | 0.0% |
| Q4 2021 | 81 | $369.1M | 7,075,326 | 13 | 22 | 21 | 0.0% |
| Q3 2021 | 68 | $303.0M | 6,748,674 | 10 | 17 | 18 | 0.0% |
| Q2 2021 | 63 | $308.8M | 6,867,651 | 7 | 13 | 26 | 0.0% |
| Q1 2021 | 63 | $176.2M | 4,468,335 | 8 | 15 | 23 | 0.0% |
| Q4 2020 | 59 | $134.2M | 4,409,597 | 5 | 21 | 16 | 0.0% |
| Q3 2020 | 58 | $106.1M | 4,503,004 | 1 | 15 | 25 | 0.0% |
| Q2 2020 | 64 | $111.1M | 4,587,197 | 5 | 20 | 21 | 0.0% |
| Q1 2020 | 63 | $258.7M | 10,663,427 | 7 | 20 | 20 | 0.0% |
| Q4 2019 | 60 | $276.9M | 7,217,474 | 3 | 22 | 16 | 0.0% |
| Q3 2019 | 61 | $258.3M | 7,087,711 | 5 | 25 | 11 | 0.0% |
| Q2 2019 | 63 | $246.3M | 7,073,109 | 6 | 31 | 9 | 0.0% |
| Q1 2019 | 63 | $215.9M | 7,009,906 | 6 | 25 | 11 | 0.0% |
| Q4 2018 | 64 | $236.6M | 6,979,711 | 2 | 1 | 1 | 0.0% |