SIMMONS FIRST NATL CORP (SFNC)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
Institutions report 118,146,252 shares against 144,513,789 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $471.3M | 20,808,072 | 0.01% | 8q | HELD |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $199.6M | 8,812,134 | 0.01% | 2q | HELD |
| STATE STREET CORP | $186.0M | 8,137,938 | 0.01% | 31q | +6.6%+$11.4M |
| VANGUARD CAPITAL MANAGEMENT LLC | $149.8M | 6,613,638 | 0.00% | 2q | +1.0%+$1.5M |
| WELLINGTON MANAGEMENT GROUP LLP | $149.3M | 6,591,542 | 0.03% | 4q | +3.9%+$5.5M |
| DIMENSIONAL FUND ADVISORS LP | $138.4M | 6,110,810 | 0.03% | 31q | -2.2%-$3.1M |
| NORTHERN TRUST CORP | $98.8M | 4,362,714 | 0.01% | 31q | HELD |
| GEODE CAPITAL MANAGEMENT, LLC | $88.5M | 3,906,857 | 0.00% | 31q | +6.7%+$5.6M |
| TWO SIGMA INVESTMENTS, LP | $76.4M | 3,371,893 | 0.06% | 13q | +32.2%+$18.6M |
| WESTWOOD HOLDINGS GROUP INC | $69.8M | 3,082,648 | 0.53% | 10q | -12.1%-$9.7M |
| MORGAN STANLEY | $56.7M | 2,503,393 | 0.00% | 35q | +56.0%+$20.4M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $45.5M | 2,009,212 | 0.01% | 31q | -1.9%-$891.3K |
| JPMORGAN CHASE & CO | $37.6M | 1,651,811 | 0.00% | 31q | +12.9%+$4.3M |
| FRONTIER CAPITAL MANAGEMENT CO LLC | $37.4M | 1,650,954 | 0.35% | 2q | -7.9%-$3.2M |
| GOLDMAN SACHS GROUP INC | $36.9M | 1,627,976 | 0.00% | 31q | +6.9%+$2.4M |
| Bank of New York Mellon Corp | $35.1M | 1,547,652 | 0.01% | 31q | +0.6%+$200.0K |
| CITADEL ADVISORS LLC | $33.4M | 1,476,347 | 0.00% | 26q | +19.6%+$5.5M |
| Simmons Bank | $29.2M | 1,290,978 | 1.67% | 31q | -2.7%-$824.2K |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | $29.1M | 1,285,307 | 1.16% | 4q | -11.5%-$3.8M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $28.0M | 1,234,636 | 0.01% | 4q | +44.0%+$8.5M |
| AQR CAPITAL MANAGEMENT LLC | $25.6M | 1,129,595 | 0.01% | 16q | +1.0%+$243.4K |
| Invesco Ltd. | $25.6M | 1,128,510 | 0.00% | 31q | -7.6%-$2.1M |
| FMR LLC | $24.6M | 1,087,346 | 0.00% | 23q | -1.6%-$397.3K |
| VANGUARD FIDUCIARY TRUST CO | $21.9M | 965,068 | 0.00% | 2q | +3.0%+$627.0K |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $19.1M | 844,213 | 0.34% | 11q | +4.8%+$874.9K |
| MetLife Investment Management, LLC | $18.7M | 826,917 | 0.08% | 32q | +32.6%+$4.6M |
| Leeward Investments, LLC - MA | $18.0M | 792,706 | 0.82% | 2q | -2.1%-$379.8K |
| Nuveen, LLC | $16.6M | 733,265 | 0.00% | 6q | +145.8%+$9.9M |
| PRINCIPAL FINANCIAL GROUP INC | $15.9M | 701,136 | 0.01% | 31q | HELD |
| Trexquant Investment LP | $14.9M | 659,794 | 0.09% | 11q | -12.0%-$2.0M |
| UBS Group AG | $14.7M | 647,261 | 0.00% | 31q | -44.0%-$11.5M |
| Thrivent Financial for Lutherans | $13.4M | 591,886 | 0.02% | 31q | +21.8%+$2.4M |
| BANK OF AMERICA CORP /DE/ | $13.4M | 591,618 | 0.00% | 31q | -5.3%-$747.3K |
| Empowered Funds, LLC | $12.3M | 541,452 | 0.06% | 2q | -13.4%-$1.9M |
| Newport Trust Company, LLC | $11.7M | 516,869 | 0.03% | 31q | -2.5%-$295.3K |
| VICTORY CAPITAL MANAGEMENT INC | $11.4M | 504,905 | 0.01% | 31q | +41.3%+$3.3M |
| Public Sector Pension Investment Board | $11.3M | 498,367 | 0.03% | 31q | -3.8%-$443.4K |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $10.7M | 473,839 | 0.03% | 24q | -0.8%-$81.5K |
| D. E. Shaw & Co., Inc. | $8.8M | 386,673 | 0.00% | 6q | -12.4%-$1.2M |
| Rhino Investment Partners, Inc | $8.6M | 378,515 | 2.59% | 7q | -47.9%-$7.9M |
| RHUMBLINE ADVISERS | $8.5M | 377,415 | 0.01% | 31q | -8.0%-$745.7K |
| AMERICAN CENTURY COMPANIES INC | $8.5M | 377,185 | 0.00% | 24q | +3.1%+$259.3K |
| Balyasny Asset Management L.P. | $7.7M | 339,166 | 0.01% | 9q | -70.9%-$18.7M |
| Legal & General Group Plc | $7.7M | 338,556 | 0.00% | 31q | +2.3%+$169.0K |
| ProShare Advisors LLC | $7.3M | 321,365 | 0.01% | 25q | -5.9%-$453.4K |
| Quantinno Capital Management LP | $7.1M | 315,544 | 0.01% | 5q | +52.6%+$2.5M |
| SEI INVESTMENTS CO | $6.7M | 295,294 | 0.01% | 16q | -27.1%-$2.5M |
| MILLENNIUM MANAGEMENT LLC | $6.7M | 293,932 | 0.00% | 18q | -36.1%-$3.8M |
| CITIGROUP INC | $6.6M | 291,209 | 0.00% | 31q | +145.2%+$3.9M |
| Swiss National Bank | $6.6M | 291,086 | 0.00% | 31q | +2.1%+$133.6K |
| AMERIPRISE FINANCIAL INC | $6.2M | 275,439 | 0.00% | 31q | -2.7%-$176.4K |
| Mariner, LLC | $6.2M | 274,586 | 0.01% | 14q | +0.5%+$33.5K |
| MENDON CAPITAL ADVISORS CORP | $6.1M | 270,000 | 2.16% | 4q | -1.8%-$113.2K |
| Numerai GP LLC | $6.0M | 266,539 | 0.49% | 4q | +12.1%+$650.8K |
| Curi Capital, LLC | $5.7M | 251,819 | 0.09% | 4q | HELD |
| RENAISSANCE TECHNOLOGIES LLC | $5.7M | 249,557 | 0.01% | 10q | -18.1%-$1.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $5.4M | 238,760 | 0.00% | 31q | -2.4%-$133.1K |
| FRANKLIN RESOURCES INC | $5.3M | 236,071 | 0.00% | 8q | +2.8%+$147.4K |
| Point72 Asset Management, L.P. | $5.2M | 228,080 | 0.01% | new | NEW |
| Azora Capital LP | $5.1M | 226,123 | 0.22% | new | NEW |
| EJF Capital LP | $5.1M | 224,842 | 3.41% | 4q | -8.1%-$449.8K |
| PEREGRINE CAPITAL MANAGEMENT LLC | $4.9M | 215,056 | 0.16% | 16q | -8.0%-$426.3K |
| WELLS FARGO & COMPANY/MN | $4.5M | 199,905 | 0.00% | 31q | +60.1%+$1.7M |
| ZACKS INVESTMENT MANAGEMENT | $4.4M | 195,920 | 0.03% | 2q | +10.1%+$407.6K |
| CONNORS INVESTOR SERVICES INC | $4.3M | 190,495 | 0.37% | 31q | HELD |
| Neo Ivy Capital Management | $4.2M | 186,258 | 0.97% | new | NEW |
| PRICE T ROWE ASSOCIATES INC /MD/ | $4.2M | 183,925 | 0.00% | 31q | +17.6%+$622.0K |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $3.7M | 164,867 | 0.00% | 31q | -8.2%-$335.6K |
| Fisher Asset Management, LLC | $3.6M | 161,038 | 0.00% | 25q | -4.9%-$186.7K |
| ALLIANCEBERNSTEIN L.P. | $3.6M | 186,293 | 0.00% | 31q | +4.8%+$165.1K |
| DEUTSCHE BANK AG\ | $3.5M | 153,525 | 0.00% | 34q | +17.9%+$528.2K |
| PRUDENTIAL FINANCIAL INC | $3.4M | 151,322 | 0.00% | 31q | -22.7%-$1.0M |
| STEPHENS INC /AR/ | $3.4M | 150,442 | 0.04% | 31q | HELD |
| North Reef Capital Management LP | $3.4M | 150,000 | 0.13% | new | NEW |
| Corient Private Wealth LP | $3.4M | 148,564 | 0.00% | 13q | +19.1%+$540.5K |
| Interval Partners, LP | $3.4M | 148,067 | 0.09% | 5q | -8.8%-$321.7K |
| Connor, Clark & Lunn Investment Management Ltd. | $3.3M | 146,662 | 0.01% | 2q | +20.6%+$568.1K |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $3.3M | 146,264 | 0.01% | 30q | HELD |
| 1492 Capital Management LLC | $3.2M | 140,544 | 0.94% | 2q | -10.9%-$388.0K |
| Squarepoint Ops LLC | $3.2M | 139,953 | 0.00% | 6q | -56.1%-$4.0M |
| VOYA INVESTMENT MANAGEMENT LLC | $3.1M | 138,407 | 0.00% | 31q | -6.8%-$228.4K |
| COMMONWEALTH EQUITY SERVICES, LLC | $3.1M | 135,608 | 0.00% | 31q | HELD |
| Cambridge Investment Research Advisors, Inc. | $3.0M | 131,030 | 0.00% | 30q | +40.9%+$861.7K |
| Holocene Advisors, LP | $3.0M | 130,796 | 0.01% | 2q | +190.3%+$1.9M |
| BURNEY CO/ | $2.9M | 128,639 | 0.08% | 31q | -7.4%-$233.1K |
| JAG CAPITAL MANAGEMENT, LLC | $2.9M | 128,380 | 0.27% | 24q | +1.1%+$32.1K |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $2.8M | 125,482 | 0.00% | new | NEW |
| IEQ CAPITAL, LLC | $2.8M | 123,078 | 0.01% | 7q | -10.8%-$337.3K |
| VANGUARD ASSET MANAGEMENT, Ltd | $2.8M | 122,407 | 0.00% | 2q | +4.9%+$128.9K |
| DEAN INVESTMENT ASSOCIATES, LLC | $2.7M | 117,941 | 0.35% | 9q | +154.0%+$1.6M |
| Russell Investments Group, Ltd. | $2.7M | 117,530 | 0.00% | 31q | +92.6%+$1.3M |
| CANADA LIFE ASSURANCE Co | $2.6M | 116,833 | 0.00% | 27q | -3.8%-$105.4K |
| Schonfeld Strategic Advisors LLC | $2.6M | 116,271 | 0.01% | 8q | +45.1%+$818.1K |
| FIFTH THIRD BANCORP | $2.6M | 113,694 | 0.00% | 24q | -9.3%-$262.7K |
| Elizabeth Park Capital Advisors, Ltd. | $2.5M | 109,369 | 1.71% | 2q | HELD |
| Vanguard Global Advisers, LLC | $2.4M | 107,777 | 0.00% | 2q | -2.3%-$57.1K |
| Rafferty Asset Management, LLC | $2.2M | 95,554 | 0.00% | 25q | -18.6%-$495.5K |
| FIRST TRUST ADVISORS LP | $2.1M | 94,906 | 0.00% | 31q | -6.7%-$153.3K |
| CAPTRUST FINANCIAL ADVISORS | $2.1M | 94,642 | 0.00% | 26q | +3.5%+$71.6K |
| WESBANCO BANK INC | $2.1M | 94,400 | 0.05% | 4q | HELD |
Showing the largest 100 of 322 reported holders.
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-09-03 | 2026-09-01 | Exit or disposal costs | filing |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 78 | $53.7M | 2,377,292 | 15 | 14 | 18 | 0.0% |
| Q2 2026 | 322 | $2.7B | 118,146,252 | 42 | 119 | 88 | 0.0% |
| Q1 2026 | 315 | $2.3B | 118,456,645 | 45 | 113 | 88 | 0.0% |
| Q4 2025 | 303 | $2.2B | 115,564,603 | 24 | 126 | 98 | 0.0% |
| Q3 2025 | 327 | $2.2B | 114,251,189 | 58 | 142 | 71 | 0.5% |
| Q2 2025 | 293 | $1.8B | 93,611,655 | 35 | 116 | 78 | 0.4% |
| Q1 2025 | 277 | $1.9B | 91,145,584 | 28 | 96 | 89 | 0.6% |
| Q4 2024 | 269 | $2.0B | 90,703,782 | 34 | 86 | 72 | 0.8% |
| Q3 2024 | 247 | $1.9B | 89,994,995 | 32 | 71 | 87 | 0.1% |
| Q2 2024 | 233 | $1.5B | 87,616,527 | 22 | 77 | 74 | 0.1% |
| Q1 2024 | 234 | $1.7B | 89,493,148 | 29 | 63 | 84 | 0.0% |
| Q4 2023 | 228 | $1.7B | 86,399,294 | 21 | 68 | 84 | 0.0% |
| Q3 2023 | 221 | $1.4B | 84,625,932 | 25 | 68 | 76 | 0.0% |
| Q2 2023 | 207 | $1.5B | 85,694,558 | 19 | 66 | 70 | 0.0% |
| Q1 2023 | 215 | $1.5B | 86,857,668 | 13 | 84 | 65 | 0.0% |
| Q4 2022 | 229 | $1.8B | 85,294,331 | 27 | 61 | 92 | 0.0% |
| Q3 2022 | 232 | $3.8B | 175,259,606 | 29 | 74 | 69 | 0.0% |
| Q2 2022 | 232 | $2.7B | 125,097,536 | 49 | 93 | 51 | 0.0% |
| Q1 2022 | 211 | $3.7B | 141,243,185 | 28 | 67 | 66 | 0.1% |
| Q4 2021 | 209 | $4.7B | 157,419,792 | 20 | 80 | 50 | 0.1% |
| Q3 2021 | 200 | $3.9B | 132,939,872 | 23 | 43 | 74 | 0.0% |
| Q2 2021 | 189 | $3.3B | 112,924,133 | 12 | 57 | 65 | 0.1% |
| Q1 2021 | 204 | $3.3B | 111,316,685 | 34 | 58 | 65 | 0.1% |
| Q4 2020 | 189 | $2.4B | 111,552,191 | 20 | 57 | 57 | 0.1% |
| Q3 2020 | 189 | $1.8B | 111,418,081 | 24 | 51 | 68 | 0.0% |
| Q2 2020 | 194 | $1.9B | 111,621,149 | 32 | 69 | 53 | 0.0% |
| Q1 2020 | 179 | $2.8B | 151,043,647 | 18 | 54 | 62 | 0.0% |
| Q4 2019 | 200 | $3.1B | 117,474,653 | 19 | 84 | 50 | 0.0% |
| Q3 2019 | 207 | $2.4B | 95,006,346 | 32 | 73 | 48 | 0.0% |
| Q2 2019 | 195 | $2.2B | 93,285,546 | 27 | 66 | 52 | 0.0% |
| Q1 2019 | 191 | $2.3B | 92,896,411 | 22 | 68 | 50 | 0.0% |
| Q4 2018 | 191 | $2.3B | 94,328,178 | 3 | 2 | 3 | 0.0% |
