| 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.
| 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.
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