Institutional Ownership Simmons First National Corp (SFNC)
This table provides information about the institutional ownership of Simmons First National Corp (SFNC). We have compiled data on the 341 institutions that hold shares in the stock, with a total of 111 Million shares, which have been reported (via 13F filing form) to have a value of $1.91 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
305
shares
|
$5,264
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
297
shares
|
$5,126
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
265
shares
|
$4,573
0.0% of portfolio
|
Q3 2025
Reduced 6.36%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
237
shares
|
$4,090
0.0% of portfolio
|
Q3 2025
Reduced 7.78%
|
|
|
Massmutual Trust CO Fsb
|
Jan 07, 2026 Q4 2025 |
200
shares
|
$3,452
0.0% of portfolio
|
Q2 2025
Reduced 12.28%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
186
shares
|
$3,210
0.0% of portfolio
|
Q1 2025
Reduced 12.68%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
174
shares
|
$3,003
0.0% of portfolio
|
Q3 2025
Added 128.95%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
169
shares
|
$2,916
0.0% of portfolio
|
Q3 2025
Added 24.26%
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
156
shares
|
$2,692
0.0% of portfolio
|
Q3 2025
Added 51.46%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
155
shares
|
$2,675
0.0% of portfolio
|
Q1 2025
Added 1.31%
|
|
|
True Wealth Design, LLC
Akron, OH |
Jan 08, 2026 Q4 2025 |
146
shares
|
$2,519
0.0% of portfolio
|
Q4 2025
Reduced 68.12%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
145
shares
|
$2,502
0.0% of portfolio
|
Q2 2022
Reduced 76.98%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
127
shares
|
$2,192
0.0% of portfolio
|
Q4 2025
Added 33.68%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 04, 2025 Q3 2025 |
108
shares
|
$1,864
0.0% of portfolio
|
Q1 2025
Reduced 48.08%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
101
shares
|
$1,743
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Oct 15, 2025 Q3 2025 |
100
shares
|
$1,726
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
88
shares
|
$1,518
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
81
shares
|
$1,398
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
73
shares
|
$1,259
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
73
shares
|
$1,259
0.0% of portfolio
|
Q1 2025
Reduced 69.07%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
69
shares
|
$1,190
0.0% of portfolio
|
Q2 2023
Reduced 28.87%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
60
shares
|
$1,035
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
46
shares
|
$793
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
46
shares
|
$793
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Jan 09, 2026 Q4 2025 |
44
shares
|
$759
0.0% of portfolio
|
Q4 2025
Added 388.89%
|
|