Pinnacle Financial Partners, Inc.
PNFP- Exchange
- NYSE
- Industry
- National Commercial Banks
- SEC CIK
- 0002082866
In the last 90 days, Pinnacle Financial Partners, Inc. insiders filed 3 open-market purchases and 2 sales; 722 institutions reported holding it in 13F filings for Q2 2026, worth $13.4B in total; Soros Fund Management is the only superinvestor holding it.
13F holders, Q4 2022
Institutional positions in Pinnacle Financial Partners, Inc. as of Dec 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 421
- +37 vs. Q3 2022
- Shares held
- 63.5M
- +1.27M (+2.0%) vs. Q3 2022
- Total value
- $4.66B
- −$384.0M (−7.6%) vs. Q3 2022
- New holders
- 77
- 140 more added
- Sold out
- 40
- 137 more reduced
9 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting PNFP on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 722 | $13.4B |
| Q1 2026 | 667 | $10.9B |
| Q4 2025 | 476 | $6.73B |
| Q3 2025 | 507 | $6.21B |
| Q2 2025 | 512 | $7.39B |
| Q1 2025 | 481 | $7.13B |
| Q4 2024 | 465 | $7.93B |
| Q3 2024 | 423 | $6.68B |
| Q2 2024 | 412 | $5.35B |
| Q1 2024 | 407 | $5.81B |
| Q4 2023 | 419 | $5.90B |
| Q3 2023 | 393 | $4.37B |
| Q2 2023 | 390 | $3.65B |
| Q1 2023 | 399 | $3.44B |
| Q4 2022 | 421 | $4.66B |
| Q3 2022 | 393 | $5.08B |
| Q2 2022 | 407 | $4.54B |
| Q1 2022 | 403 | $5.72B |
| Q4 2021 | 387 | $5.88B |
| Q3 2021 | 367 | $5.76B |
| Q2 2021 | 355 | $5.48B |
| Q1 2021 | 361 | $5.45B |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding Pinnacle Financial Partners, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Financial Management Professionals, Inc. | 4 | $0 | 0.00% | +2+100.0% | Added |
| McClarren Financial Advisors, Inc. | 3 | $0 | 0.00% | +3 | New |
| Tfo-TDC, LLC | 7 | $66 | 0.00% | +7 | New |
| TCI Wealth Advisors, Inc. | 4 | $294 | 0.00% | −2−33.3% | Reduced |
| Sofos Investments, Inc. | 73 | $399 | 0.00% | +73 | New |
| Glassman Wealth Services | 6 | $440 | 0.00% | +4+200.0% | Added |
| Horan Securities, Inc. | 9 | $661 | 0.00% | +9 | New |
| Disciplined Investments, LLC | 10 | $734 | 0.00% | −8−44.4% | Reduced |
| Sutton Wealth Advisors Inc. | 11 | $807 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 11 | $807 | 0.00% | +11 | New |
| SRS Capital Advisors, Inc. | 13 | $954 | 0.00% | +1+8.3% | Added |
| Stonebridge Capital Advisors LLC | 13 | $954 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 13 | $957 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 12 | $1.00K | 0.00% | −19−61.3% | Reduced |
| Massmutual Trust Co FSB | 16 | $1.00K | 0.00% | −11−40.7% | Reduced |
| ClariVest Asset Management LLC | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 15 | $1.00K | 0.00% | +15 | New |
| Manchester Capital Management LLC | 21 | $1.54K | 0.00% | +21 | New |
| Cornerstone Planning Group LLC | 22 | $1.55K | 0.00% | +22 | New |
| SJS Investment Consulting Inc. | 22 | $1.61K | 0.00% | +5+29.4% | Added |
| TD Private Client Wealth LLC | 23 | $1.69K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 25 | $1.83K | 0.00% | −27−51.9% | Reduced |
| KB Financial Partners, LLC | 25 | $2.00K | 0.00% | −12−32.4% | Reduced |
| MBM Wealth Consultants, LLC | 28 | $2.00K | 0.00% | +28 | New |
| Central Trust Co | 30 | $2.20K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 32 | $2.34K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 32 | $2.35K | 0.00% | +22+220.0% | Added |
| Farmers & Merchants Investments Inc | 34 | $2.50K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 36 | $2.64K | 0.00% | −18−33.3% | Reduced |
| Nisa Investment Advisors, LLC | 45 | $3.00K | 0.00% | −12−21.1% | Reduced |
| Steward Financial Group LLC | 47 | $3.00K | 0.00% | +47 | New |
| Lindbrook Capital, LLC | 43 | $3.16K | 0.00% | +25+138.9% | Added |
| JFS Wealth Advisors, LLC | 47 | $3.45K | 0.00% | −16−25.4% | Reduced |
| Prestige Wealth Management Group LLC | 48 | $3.52K | 0.00% | +48 | New |
| Fiduciary Alliance LLC | 72 | $5.29K | 0.00% | +72 | New |
| North Star Investment Management Corp. | 75 | $5.50K | 0.00% | +5+7.1% | Added |
| Washington Trust Advisors, Inc. | 83 | $6.09K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 95 | $6.97K | 0.00% | +95 | New |
| Parkside Financial Bank & Trust | 98 | $7.19K | 0.00% | −3−3.0% | Reduced |
| Adirondack Retirement Specialists, Inc. | 100 | $7.34K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 105 | $7.71K | 0.00% | −3−2.8% | Reduced |
| Concord Wealth Partners | 115 | $8.44K | 0.00% | +115 | New |
| Simplex Trading, LLC | 138 | $10.0K | 0.00% | −762−84.7% | Reduced |
| Anchor Investment Management, LLC | 148 | $10.9K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 149 | $10.9K | 0.02% | +149 | New |
| Rockefeller Capital Management L.P. | 168 | $12.0K | 0.00% | −31−15.6% | Reduced |
| Trust Co of Vermont | 167 | $12.3K | 0.00% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 174 | $12.8K | 0.00% | −33−15.9% | Reduced |
| GWM Advisors LLC | 218 | $16.0K | 0.00% | +218 | New |
| Front Row Advisors LLC | 234 | $17.0K | 0.01% | −149−38.9% | Reduced |
| Cambridge Trust Co | 234 | $17.0K | 0.00% | +79+51.0% | Added |
| Lee Financial Co | 245 | $18.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 265 | $19.5K | 0.00% | +56+26.8% | Added |
| Umb Bank N A | 273 | $20.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 286 | $21.0K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 289 | $21.0K | 0.00% | +112+63.3% | Added |
| City Holding Co | 300 | $22.0K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 326 | $23.9K | 0.03% | +326 | New |
| Nomura Asset Management Co Ltd | 350 | $25.7K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 360 | $26.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 359 | $26.4K | 0.00% | −21−5.5% | Reduced |
| First Personal Financial Services | 370 | $27.2K | 0.01% | −56−13.1% | Reduced |
| Aspire Private Capital, LLC | 453 | $33.3K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 464 | $34.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 490 | $36.0K | 0.00% | −36−6.8% | Reduced |
| ICA Group Wealth Management, LLC | 507 | $37.2K | 0.01% | +507 | New |
| Laurel Wealth Advisors LLC | 552 | $40.5K | 0.01% | −13−2.3% | Reduced |
| One Wealth Advisors, LLC | 552 | $40.5K | 0.01% | +552 | New |
| CoreCap Advisors, LLC | 578 | $42.4K | 0.00% | +578 | New |
| Coppell Advisory Solutions LLC | 600 | $44.0K | 0.02% | +600 | New |
| Coppell Advisory Solutions Corp. | 600 | $44.0K | 0.02% | +600 | New |
| BDO Wealth Advisors, LLC | 614 | $45.1K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 667 | $49.0K | 0.00% | +201+43.1% | Added |
| Belpointe Asset Management LLC | 676 | $49.6K | 0.00% | −1,371−67.0% | Reduced |
| Edge Capital Group, LLC | 693 | $50.9K | 0.00% | +693 | New |
| Comerica Securities,inc. | 717 | $52.6K | 0.00% | +717 | New |
| PEAK6 Investments LLC | 811 | $59.5K | 0.00% | −2,510−75.6% | Reduced |
| Quadrant Capital Group LLC | 878 | $64.4K | 0.01% | −39−4.3% | Reduced |
| Harbor Capital Advisors, Inc. | 949 | $69.7K | 0.07% | −135−12.5% | Reduced |
| CWM, LLC | 950 | $70.0K | 0.00% | −134−12.4% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 1,000 | $73.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,011 | $74.2K | 0.00% | +957+1,772.2% | Added |
| Huntington National Bank | 1,064 | $78.1K | 0.00% | −164−13.4% | Reduced |
| Covestor Ltd | 1,080 | $79.0K | 0.06% | +511+89.8% | Added |
| RFP Financial Group LLC | 1,222 | $89.7K | 0.04% | +1,222 | New |
| IFP Advisors, Inc | 1,420 | $91.0K | 0.00% | −116−7.6% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 1,282 | $94.1K | 0.05% | +9+0.7% | Added |
| Tower Research Capital LLC (TRC) | 1,317 | $97.0K | 0.00% | −6,227−82.5% | Reduced |
| First Horizon Advisors, Inc. | 1,373 | $100.8K | 0.00% | +154+12.6% | Added |
| Advisory Services Network, LLC | 1,487 | $109.1K | 0.00% | +1,487 | New |
| Laffer Tengler Investments | 1,581 | $116.0K | 0.03% | +1,581 | New |
| Itau Unibanco Holding S.A. | 1,670 | $122.6K | 0.00% | +1,670 | New |
| Whittier Trust Co | 1,800 | $132.1K | 0.00% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 2,080 | $152.7K | 0.10% | +2,080 | New |
| Ronald Blue Trust, Inc. | 1,928 | $156.0K | 0.00% | +1+0.1% | Added |
| Triad Financial Advisors, Inc. | 2,742 | $201.3K | 0.09% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 4,410 | $202.5K | 0.00% | +1,645+59.5% | Added |
| Cerity Partners LLC | 2,779 | $204.0K | 0.00% | +2,779 | New |
| Waldron Private Wealth LLC | 2,531 | $205.0K | 0.01% | 00.0% | Unchanged |