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SMBC — SOUTHERN MO BANCORP INC

Reported value held$249.12M
Funds holding (latest)35
SectorFinancials
Funds holding (Q2 2026)30
Institutional value$207.99M · 2.74M sh
New / Add / Cut / Exit4 / 18 / 5 / 1
Top-5 / Top-10 concentration66.4% / 82.3%
Institutional holdings change Accumulating +17.6% (+409.58K sh)
Institutional value change Up +40.2%

As of Q2 2026, 30 SEC-registered investment managers reported holding SMBC (SOUTHERN MO BANCORP INC) in their latest 13F filings, with a combined reported value of $207.99M across 2.74M shares. That is +17.6% by share count (+409.58K shares) versus the previous quarter, while reported value moved +40.2%. Ownership is concentrated: the five largest holders account for 66.4% of reported value and the top ten for 82.3%.

Compared with the prior quarter, 4 opened new positions, 18 added to existing stakes, 5 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

SMBC is classified in the Financials sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
BlackRock Inc history Q2 2026 1.12M $85.27M 0.00% Add
Vanguard Group history Q4 2025 629.31K $37.20M 0.00% Hold
Geode Capital Management history Q2 2026 247.56K $18.87M 0.00% Add
Manulife Financial history Q2 2026 237.22K $18.08M 0.01% Reduce
Millennium Management history Q2 2026 110.32K $8.41M 0.00% Add
Northern Trust Corp history Q2 2026 98.04K $7.47M 0.00% Add
AQR Capital Management history Q2 2026 95.61K $7.29M 0.00% Add
Morgan Stanley history Q2 2026 93.99K $7.16M 0.00% Reduce
Goldman Sachs Group history Q2 2026 83.76K $6.38M 0.00% Add
Franklin Resources history Q2 2026 81.07K $6.18M 0.00% Add
Renaissance Technologies history Q2 2026 79.82K $6.08M 0.01% Reduce
Charles Schwab Investment Management history Q2 2026 78.94K $6.02M 0.00% Add
JPMorgan Chase & Co history Q2 2026 71.05K $5.41M 0.00% New
BNY Mellon history Q2 2026 45.42K $3.46M 0.00% Add
Lazard Asset Management history Q2 2026 42.25K $3.22M 0.01% Add
D. E. Shaw & Co history Q2 2026 40.31K $3.07M 0.00% Add
UBS Group AG history Q2 2026 40.31K $3.07M 0.00% Add
Fidelity Management & Research (FMR) history Q2 2026 34.55K $2.63M 0.00% Hold
Royce & Associates history Q2 2022 57.68K $2.61M 0.03% Add
Bank of America Corp history Q2 2026 21.37K $1.63M 0.00% Reduce

View all 35 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
BlackRock Inc — — — — — — — — — — — — 755.86K 777.03K 767.17K 773.93K 818.41K 934.58K 927.65K 1.12M
Geode Capital Management 122.88K 124.78K 133.58K 144.52K 140.62K 152.29K 173.48K 184.18K 191.64K 209.51K 213.52K 215.64K 217.75K 215.54K 219.86K 230.66K 232.63K 230.97K 235.77K 247.56K
Manulife Financial 353.57K 356.63K 358.10K 353.81K 339.18K 328.00K 320.92K 313.82K 303.32K 292.08K 274.99K 265.10K 258.10K 255.75K 257.42K 252.63K 247.97K 242.22K 238.99K 237.22K
Millennium Management 20.39K 14.07K 23.45K — — — 40.46K — 9.04K — — 9.86K 36.22K 32.97K 46.47K 53.99K 100.72K 82.98K 47.05K 110.32K
Northern Trust Corp 85.99K 83.86K 80.56K 83.39K 81.00K 82.09K 92.04K 95.16K 98.84K 106.02K 100.61K 94.27K 93.87K 98.59K 94.08K 97.03K 96.37K 89.26K 93.43K 98.04K
AQR Capital Management — — 4.84K 6.17K — — — 7.47K — — — — — 4.32K 9.62K 6.88K 9.85K 62.36K 84.53K 95.61K
Morgan Stanley 24.62K 28.52K 15.52K 16.78K 12.12K 2.95K 7.35K 11.90K 14.07K 29.95K 22.46K 21.06K 50.09K 55.98K 56.36K 61.76K 90.69K 102.71K 100.04K 93.99K
Goldman Sachs Group 6.55K 6.41K 7.90K 35.57K 12.12K 14.36K 15.39K 21.24K 16.99K 17.57K 6.49K 18.67K 40.22K 43.63K 36.08K 27.59K 55.63K 78.16K 71.94K 83.76K
Franklin Resources 81.13K 77.04K 77.05K 77.05K 77.05K 77.07K 77.08K 70.08K 70.18K 70.22K 70.19K 70.27K 104.17K 109.66K 100.21K 79.53K 25.06K 33.12K 56.78K 81.07K
Renaissance Technologies 130.53K 133.48K 123.95K 128.53K 95.13K 108.63K 113.93K 90.13K 85.73K 85.83K 99.53K 107.73K 94.83K 92.43K 99.83K 109.63K 113.73K 93.02K 91.53K 79.82K
Charles Schwab Investment Management 19.42K 19.44K 20.13K 20.93K 20.55K 20.83K 21.45K 23.65K 23.65K 25.95K 25.29K 36.29K 89.96K 91.52K 83.45K 78.47K 79.58K 77.94K 77.13K 78.94K
JPMorgan Chase & Co 6.39K 16.12K 10.79K 7.43K 4.29K 6.36K 187 6.70K 5.86K 9.72K 16.81K 7.18K 25.08K 86.03K 68.08K 58.94K 63.47K 70.17K — 71.05K
BNY Mellon 56.19K 54.55K 55.63K 51.92K 54.65K 50.74K 49.63K 50.77K 51.20K 51.12K 49.14K 52.42K 45.00K 45.92K 45.91K 46.80K 47.40K 45.85K 43.48K 45.42K
Lazard Asset Management 437 491 668 — — — — — — — — — 1.43K 3.54K 19.94K 39.11K 41.30K 38.06K 41.56K 42.25K
D. E. Shaw & Co — — — — — — — — — — — 13.49K 11.80K 10.63K 13.11K 13.58K 23.46K 33.07K 25.62K 40.31K
UBS Group AG 269 3.82K 1.84K 141 — 3.00K 3.30K 6.11K 5.98K 10.93K 10.78K 4.66K 6.37K 7.84K 6.08K 64.79K 70.31K 58.17K 27.85K 40.31K
Fidelity Management & Research (FMR) 577.93K 608.62K 625.91K 550.66K 679.55K 539.16K 542.08K 791.32K 807.09K 810.17K 832.90K 854.66K 788.86K 807.16K 863.99K 863.71K 583.06K 40.28K 34.48K 34.55K
Bank of America Corp 5.76K 11.33K 7.39K 2.64K 2.76K 11.58K 8.32K 5.83K 7.44K 11.58K 5.49K 7.33K 8.08K 12.73K 10.62K 14.92K 17.56K 21.81K 25.79K 21.37K
Citigroup Inc 883 1.90K 679 784 285 494 198 2.80K 96 1.51K 2.02K 2.49K 7.35K 8.36K 7.70K 4.45K 1.83K 6.37K 6.73K 18.18K
Point72 Asset Management — — — — — — — — — — — — — — — — — 3.39K — 16.30K

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