Ranked by reported Q2 2026 13F market value
Share of total reported institutional value in SFNC held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 20.8M | $471.3M | +0.4% | 14.344% | 0.01% |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 8.8M | $199.6M | +0.1% | 6.075% | 0.01% |
| 3 | STATE STREET CORP | 8.1M | $186.0M | +6.6% | 5.610% | 0.00% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 6.6M | $149.8M | +1.0% | 4.559% | 0.00% |
| 5 | WELLINGTON MANAGEMENT GROUP LLP | 6.6M | $149.3M | +3.9% | 4.544% | 0.03% |
| 6 | DIMENSIONAL FUND ADVISORS LP | 6.1M | $138.4M | -2.2% | 4.213% | 0.03% |
| 7 | NORTHERN TRUST CORP | 4.4M | $98.8M | -0.5% | 3.007% | 0.01% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 3.9M | $88.5M | +6.7% | 2.693% | 0.00% |
| 9 | TWO SIGMA INVESTMENTS, LP | 3.4M | $76.4M | +32.2% | 2.324% | 0.06% |
| 10 | WESTWOOD HOLDINGS GROUP INC | 3.1M | $69.8M | -12.2% | 2.125% | 0.53% |
| 11 | MORGAN STANLEY | 2.5M | $56.7M | +56.0% | 1.726% | 0.00% |
| 12 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2.0M | $45.5M | -1.9% | 1.385% | 0.01% |
| 13 | JPMORGAN CHASE & CO | 1.7M | $37.6M | +12.9% | 1.139% | 0.00% |
| 14 | FRONTIER CAPITAL MANAGEMENT CO LLC | 1.7M | $37.4M | -7.9% | 1.138% | 0.35% |
| 15 | GOLDMAN SACHS GROUP INC | 1.6M | $36.9M | +6.9% | 1.122% | 0.00% |
| 16 | Bank of New York Mellon Corp | 1.5M | $35.1M | +0.6% | 1.067% | 0.01% |
| 17 | CITADEL ADVISORS LLC | 1.5M | $33.4M | +19.6% | 1.018% | 0.00% |
| 18 | Simmons Bank | 1.3M | $29.2M | -2.7% | 0.890% | 1.67% |
| 19 | BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 1.3M | $29.1M | -11.5% | 0.886% | 1.16% |
| 20 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1.2M | $28.0M | +44.0% | 0.851% | 0.01% |
| 21 | AQR CAPITAL MANAGEMENT LLC | 1.1M | $25.6M | +1.0% | 0.779% | 0.01% |
| 22 | Invesco Ltd. | 1.1M | $25.6M | -7.6% | 0.778% | 0.00% |
| 23 | FMR LLC | 1.1M | $24.6M | -1.6% | 0.750% | 0.00% |
| 24 | VANGUARD FIDUCIARY TRUST CO | 965K | $21.9M | +2.9% | 0.665% | 0.00% |
| 25 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 844K | $19.1M | +4.8% | 0.582% | 0.34% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in SFNC — a direct measure of their conviction.
Filings activity in SFNC during Q2 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 319 | +1.9% | 81.38% | 0.27 pp | $2.64B | +16% |
| Q1 2026 | 313 | +4.3% | 81.65% | +2.50 pp | $2.28B | +6.5% |
| Q4 2025 | 300 | 6.3% | 79.15% | +0.45 pp | $2.14B | 1.0% |
| Q3 2025 | 320 | +12% | 78.70% | +5.08 pp | $2.16B | +25% |
| Q2 2025 | 285 | +5.9% | 73.62% | +2.49 pp | $1.74B | 4.3% |
| Q1 2025 | 269 | +2.3% | 71.13% | 0.73 pp | $1.81B | 8.0% |
| Q4 2024 | 263 | +9.1% | 71.86% | +2.56 pp | $1.97B | 7.7% |
| Q3 2024 | 241 | — | 69.30% | — | $2.14B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying SFNC stock.
Based on Q2 2026 13F filings, institutional ownership of Simmons First National Corporation stands at 81.4%, held across 319 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of SFNC, with approximately 20,808,072 shares worth $0.47B as of Q2 2026.
Yes — 2 widely-followed marquee investors appear among the top 25 institutional holders of SFNC, including TWO SIGMA INVESTMENTS, LP, CITADEL ADVISORS LLC.
Our composite Smart Money Score for SFNC is 51 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
39 institutions opened new positions in SFNC during Q2 2026, while 35 fully exited. 240 added to existing positions and 33 trimmed.
SFNC institutional ownership fell by 0.27 percentage points quarter-over-quarter, with a net change of +6 holders.
The top 10 institutions account for 61.6% of all reported 13F value in SFNC, and the top 25 account for 79.9%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Simmons First National Corporation (SFNC) Institutional Ownership