$SMBC

$72.30 +$0.08 (0.11%) Close

$SMBC Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 11.0M shares outstanding

Who owns SMBC?

By type of holder

Institutions 56.9% Insiders 22.5% Everyone else 20.5%

Concentration Top 10 holders own 43.2%

BlackRock, Inc. 10.2% · Hensley Todd E. 4.9%

Institutional ownership

56.9%

+0.9 pts vs last qtr

Institutional holders

148

0 vs last qtr

Net shares bought

+95.3K

by institutions in Q2 2026

New / sold out

18 / 18

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

BlackRock, Inc. +191.2K
State Street Corp +77.4K

Biggest sellers in Q2 2026

Clayton Financial Group LLC SOLD OUT −280.4K
FJ Capital Management LLC SOLD OUT −202.4K

Who is planning to sell?

Notices of proposed sale, last 12 months

$1.71M

6 notices from 4 people

Shares covered

23.8K

0.22% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Todd E. Hensley Director $1.15M
Richard Windes Officer $273K

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2024–FY2026

−1.5%

−0.76% a year

Each share's claim on the business

+1.5%

grew without buying or selling a share

Diluted shares, split-adjusted

How patient are the owners?

Institutional shares by how long they've been held

5+ years77% 3–5 years2% 1–3 years12% Under 1 year9%

Quarterly turnover

12.6%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting SMBC on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	1.1M	10.16%	+191.2K (+20.6%)	≤2021	0.0%
Shares held by quarter Peak holding1.1M (Q2'26) Change over 8 quarters+363.0K Share of the company10.160% BlackRock, Inc.'s full portfolio →
DF Dimensional Fund Advisors LP	465.8K	4.23%	+25.0K (+5.7%)	≤2021	0.0%
Shares held by quarter Peak holding465.8K (Q2'26) Change over 8 quarters+86.7K Share of the company4.230% Dimensional Fund Advisors LP's full portfolio →

BlackRock, Inc.

1.1M

% of company

10.16%

Change vs last qtr

+191.2K (+20.6%)

Held since

≤2021

Dimensional Fund Advisors LP

465.8K

% of company

4.23%

Change vs last qtr

+25.0K (+5.7%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding Southern Missouri Bancorp Inc, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting SMBC on Form N-PORT; together they hold 29.0% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$22.9M	300.3K	2.73%	0.00%	June 30, 2026
IR iShares Russell 2000 ETF iShares Trust	$19.6M	257.5K	2.34%	0.02%	June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$22.9M

% of company

2.73%

% of the fund

0.00%

As of

June 30, 2026

iShares Russell 2000 ETF

iShares Trust

Position value

$19.6M

% of company

2.34%

% of the fund

0.02%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Southern Missouri Bancorp Inc and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
HT Hensley Todd E. Insider	533.7K	4.85%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company4.850% Hensley Todd E.'s insider activity →
SG Steffens Greg A Insider	492.5K	4.47%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company4.470% Steffens Greg A's insider activity →

Hensley Todd E.

Insider

533.7K

% of company

4.85%

Change vs last qtr

—

Held since

—

Steffens Greg A

Insider

492.5K

% of company

4.47%

Change vs last qtr

—

Held since

—

20 more holders behind a free account

See every insider and 5%+ holder of Southern Missouri Bancorp Inc.

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