SOUTHERN MO BANCORP INC SMBC
COM · Common Stock · CUSIP 843380106
- SectorFinancials
- IndustrySavings Institutions, Not Federally Chartered
- HeadquartersPoplar Bluff, MO
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($3.7m this quarter). Holder counts are more reliable. Shares outstanding: 11.0m as of 2026-05-08, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $76.19. Options: 2 managers hold calls ($251.5k notional), 1 hold puts ($15.2k).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 82 |
| Q4 2022 | 82 |
| Q1 2023 | 91 |
| Q2 2023 | 85 |
| Q3 2023 | 81 |
| Q4 2023 | 87 |
| Q1 2024 | 93 |
| Q2 2024 | 101 |
| Q3 2024 | 109 |
| Q4 2024 | 116 |
| Q1 2025 | 115 |
| Q2 2025 | 115 |
| Q3 2025 | 135 |
| Q4 2025 | 147 |
| Q1 2026 | 148 |
| Q2 2026 | 151 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 58 | 33 |
| Q4 2024 | 55 | 41 |
| Q1 2025 | 43 | 51 |
| Q2 2025 | 57 | 31 |
| Q3 2025 | 76 | 40 |
| Q4 2025 | 77 | 58 |
| Q1 2026 | 74 | 59 |
| Q2 2026 | 83 | 43 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $0 | $0 | — |
| Q4 2025 | $0 | $0 | — |
| Q1 2026 | $0 | $6.4k | — |
| Q2 2026 | $251.5k | $15.2k | 0.06 |
Biggest buyers
| RAFFLES ASSOCIATES LP | Added | +199.4k |
| BlackRock, Inc. | Added | +191.2k |
| STATE STREET CORP | Added | +77.4k |
| MILLENNIUM MANAGEMENT LLC | Added | +63.3k |
| PANAGORA ASSET MANAGEMENT INC | Added | +41.1k |
| AMERICAN CENTURY COMPANIES INC | Added | +37.6k |
| DIMENSIONAL FUND ADVISORS LP | Added | +25.0k |
| BNP PARIBAS FINANCIAL MARKETS | Added | +24.8k |
| FRANKLIN RESOURCES INC | Added | +24.3k |
| COMMERCE BANK | New | +22.1k |
Biggest sellers
| Clayton Financial Group LLC | Sold out | -280.4k |
| FJ Capital Management LLC | Sold out | -202.4k |
| TWO SIGMA INVESTMENTS, LP | Reduced | -30.3k |
| MALTESE CAPITAL MANAGEMENT LLC | Reduced | -21.6k |
| KENNEDY CAPITAL MANAGEMENT LLC | Sold out | -18.8k |
| ALGERT GLOBAL LLC | Reduced | -18.0k |
| Integrated Quantitative Investments LLC | Sold out | -14.8k |
| VANGUARD CAPITAL MANAGEMENT LLC | Reduced | -14.7k |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -11.7k |
| Legato Capital Management LLC | Sold out | -10.7k |
Biggest calls
| JANE STREET GROUP, LLC | New | $228.6k3.0k shares |
| SIMPLEX TRADING, LLC | New | $22.9k300 shares |
Biggest puts
| SIMPLEX TRADING, LLC | Added | $15.2k200 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
No one currently above 5% in the filings since 19 Dec 2024.
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27), FMR LLC (0.4%, 2026-02-05)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 1 | $179.7k | — |
| Q1 2025 | 0 | — | 4 | $813.6k | — |
| Q2 2025 | 0 | — | 1 | $159.7k | — |
| Q3 2025 | 0 | — | 2 | $570.3k | — |
| Q4 2025 | 0 | — | 0 | — | — |
| Q1 2026 | 0 | — | 1 | $37.1k | — |
| Q2 2026 | 0 | — | 2 | $316.3k | — |
| Q3 2026 | 0 | — | 2 | $1.3m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-09-09 | Hensley Todd E. Director | Sold | $788.4k10.9k shares |
| 2026-09-08 | Hensley Todd E. Director | Sold | $349.0k4.7k shares |
| 2026-08-18 | HECKER MARK E EVP-CHIEF CREDIT OFFICER · IRA | Sold | $188.8k2.5k shares |
| 2026-08-18 | HECKER MARK E EVP-CHIEF CREDIT OFFICER · Spouse IRA | Sold | $14.0k185 shares |
| 2026-06-05 | Windes Richard EVP-CHIEF LENDING OFFICER | Sold | $139.4k2.0k shares |
| 2026-05-21 | Windes Richard EVP-CHIEF LENDING OFFICER | Sold | $136.9k2.0k shares |
| 2026-05-06 | BAGBY DOUGLAS Director | Sold | $40.0k580 shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.00% of their portfolio | 1.1m $85.3m | Added +191.2k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 465.8k $35.5m | Added +25.0k |
| RAFFLES ASSOCIATES LP 14.12% of their portfolio | 422.3k $32.2m | Added +199.4k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 417.0k $31.8m | Reduced -14.7k |
| STATE STREET CORP 0.00% of their portfolio | 358.9k $27.4m | Added +77.4k |
| AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio | 353.4k $26.9m | Added +37.6k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 247.6k $18.9m | Added +11.8k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.01% of their portfolio | 237.2k $18.1m | Reduced -1.8k |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.03% of their portfolio | 155.5k $11.9m | Added +710 |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 155.4k $11.8m | Added +11.3k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 110.3k $8.4m | Added +63.3k |
| ALGERT GLOBAL LLC 0.10% of their portfolio | 107.0k $8.2m | Reduced -18.0k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 98.0k $7.5m | Added +4.6k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 95.6k $7.3m | Added +11.1k |
| MORGAN STANLEY 0.00% of their portfolio | 94.0k $7.2m | Reduced -6.0k |
| ACR Alpine Capital Research, LLC 0.10% of their portfolio | 91.0k $6.9m | Reduced -3.7k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 83.8k $6.4m | Added +11.8k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 81.1k $6.2m | Added +24.3k |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 79.8k $6.1m | Reduced -11.7k |
| Siena Capital Partners GP, LLC 1.46% of their portfolio | 79.3k $6.0m | Unchanged |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 78.9k $6.0m | Added +1.8k |
| PANAGORA ASSET MANAGEMENT INC 0.02% of their portfolio | 74.4k $5.7m | Added +41.1k |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.10% of their portfolio | 72.1k $5.5m | Unchanged |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 71.0k $5.4m | Added +13.2k |
| Creative Planning 0.00% of their portfolio | 69.0k $5.3m | Added +10.2k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 61.8k $4.7m | Added +2.2k |
| ACADIAN ASSET MANAGEMENT LLC 0.00% of their portfolio | 48.2k $3.7m | Added +2.1k |
| Empowered Funds, LLC 0.02% of their portfolio | 46.1k $3.5m | Unchanged |
| Bank of New York Mellon Corp 0.00% of their portfolio | 45.4k $3.5m | Added +1.9k |
| LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio | 42.3k $3.2m | Added +694 |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 40.8k $3.1m | Added +1.7k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 40.3k $3.1m | Added +14.7k |
| UBS Group AG 0.00% of their portfolio | 40.3k $3.1m | Added +12.5k |
| MALTESE CAPITAL MANAGEMENT LLC 0.54% of their portfolio | 38.9k $3.0m | Reduced -21.6k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 38.7k $2.9m | Added +24.8k |
| Qube Research & Technologies Ltd 0.00% of their portfolio | 36.0k $2.7m | Added +19.4k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 34.6k $2.6m | Added +1.0k |
| FMR LLC 0.00% of their portfolio | 34.6k $2.6m | Added +76 |
| HRT FINANCIAL LP 0.00% of their portfolio | 27.6k $2.1m | Added +16.9k |
| Nuveen, LLC 0.00% of their portfolio | 26.0k $2.0m | Added +7.0k |
| Mariner, LLC 0.00% of their portfolio | 24.1k $1.8m | Added +14.8k |
| COMMERCE BANK 0.01% of their portfolio | 22.1k $1.7m | New |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 21.4k $1.6m | Reduced -4.4k |
| BARCLAYS PLC 0.00% of their portfolio | 21.4k $1.6m | Added +1.6k |
| Trexquant Investment LP 0.01% of their portfolio | 19.9k $1.5m | Added +10.0k |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 19.6k $1.5m | Added +4.9k |
| Quantinno Capital Management LP 0.00% of their portfolio | 19.5k $1.5m | Added +7.2k |
| Swiss National Bank 0.00% of their portfolio | 19.0k $1.4m | Unchanged |
| GSA CAPITAL PARTNERS LLP 0.09% of their portfolio | 18.9k $1.4m | Added +9.4k |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 18.9k $1.4m | Reduced -625 |
| CITIGROUP INC 0.00% of their portfolio | 18.2k $1.4m | Added +11.4k |
| Point72 Asset Management, L.P. 0.00% of their portfolio | 16.3k $1.2m | New |
| First Financial Bankshares Inc 0.02% of their portfolio | 15.4k $1.2m | Unchanged |
| Invesco Ltd. 0.00% of their portfolio | 15.0k $1.1m | Added +975 |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 14.4k $1.1m | Added +17 |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 13.9k $1.1m | Reduced -30.3k |
| Connor, Clark & Lunn Investment Management Ltd. 0.00% of their portfolio | 13.7k $1.0m | Reduced -4.1k |
| Balboa Wealth Partners 0.13% of their portfolio | 12.9k $986.4k | Unchanged |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 12.4k $946.4k | Added +509 |
| Voleon Capital Management LP 0.02% of their portfolio | 10.8k $825.0k | Reduced -2.7k |
| TEACHER RETIREMENT SYSTEM OF TEXAS 0.00% of their portfolio | 10.6k $805.3k | Added +5.7k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 9.9k $634.9k | Added +150 |
| Independent Advisor Alliance 0.02% of their portfolio | 9.7k $740.1k | Reduced -996 |
| ExodusPoint Capital Management, LP 0.01% of their portfolio | 9.7k $738.5k | New |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 9.5k $722.9k | Added +2.1k |
| Y-Intercept (Hong Kong) Ltd 0.01% of their portfolio | 9.2k $699.2k | Reduced -7.2k |
| IEQ CAPITAL, LLC 0.00% of their portfolio | 8.5k $646.6k | Added +309 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 8.5k $645.3k | Reduced -305 |
| SEI INVESTMENTS CO 0.00% of their portfolio | 8.4k $643.8k | Reduced -6.6k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 8.2k $622.4k | Added +4.5k |
| ALPS ADVISORS INC 0.00% of their portfolio | 8.1k $617.6k | Added +76 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 7.8k $593.6k | Reduced -345 |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 7.7k $589.0k | Added +248 |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 7.6k $580.3k | New |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 7.2k $552.4k | Unchanged |
| FEDERATED HERMES, INC. 0.00% of their portfolio | 7.2k $548.7k | Reduced -1.4k |
| Legal & General Group Plc 0.00% of their portfolio | 6.9k $528.0k | Added +67 |
| CANADA PENSION PLAN INVESTMENT BOARD 0.00% of their portfolio | 6.7k $510.6k | Unchanged |
| Rafferty Asset Management, LLC 0.00% of their portfolio | 6.6k $506.3k | Added +809 |
| Quantbot Technologies LP 0.02% of their portfolio | 6.3k $478.9k | New |
| Cetera Investment Advisers 0.00% of their portfolio | 6.3k $478.6k | Unchanged |
| MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio | 6.2k $473.8k | Added +1.8k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% of their portfolio | 6.2k $473.4k | Reduced -9.1k |
| SG Americas Securities, LLC 0.00% of their portfolio | 6.2k $472.0k | Added +3.2k |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 6.1k $461.1k | Unchanged |
| ZACKS INVESTMENT MANAGEMENT 0.00% of their portfolio | 6.0k $458.8k | Unchanged |
| Welch & Forbes LLC 0.01% of their portfolio | 6.0k $457.3k | Unchanged |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.01% of their portfolio | 6.0k $454.4k | New |
| Jupiter Topco LLC 0.00% of their portfolio | 5.7k $432.3k | First filing |
| Simmons Bank 0.02% of their portfolio | 5.5k $422.2k | Unchanged |
| Engineers Gate Manager LP 0.01% of their portfolio | 5.5k $421.4k | Reduced -4.2k |
| MetLife Investment Management, LLC 0.00% of their portfolio | 5.5k $417.9k | Reduced -210 |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 5.5k $415.3k | New |
| Odyssean, LLC 0.07% of their portfolio | 5.4k $410.0k | Unchanged |
| Enterprise Financial Services Corp 0.15% of their portfolio | 4.8k $365.7k | Unchanged |
| LPL Financial LLC 0.00% of their portfolio | 4.7k $354.4k | New |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 4.5k $339.7k | Reduced -148 |
| Sequoia Financial Advisors, LLC 0.00% of their portfolio | 4.4k $335.5k | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 4.3k $326.8k | Reduced -2.2k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 4.2k $318.6k | Unchanged |