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, Q1 2023
Institutional positions in Pinnacle Financial Partners, Inc. as of Mar 31, 2023. 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
- 399
- −17 vs. Q4 2022
- Shares held
- 62.3M
- −914.4K (−1.4%) vs. Q4 2022
- Total value
- $3.44B
- −$1.20B (−25.9%) vs. Q4 2022
- New holders
- 54
- 151 more added
- Sold out
- 71
- 134 more reduced
5 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Pinnacle Financial Partners, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| McClarren Financial Advisors, Inc. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 3 | $146 | 0.00% | −10−76.9% | Reduced |
| Tfo-TDC, LLC | 3 | $165 | 0.00% | −4−57.1% | Reduced |
| Disciplined Investments, LLC | 6 | $331 | 0.00% | −4−40.0% | Reduced |
| Assetmark, Inc | 8 | $441 | 0.00% | +8 | New |
| JFS Wealth Advisors, LLC | 8 | $442 | 0.00% | −39−83.0% | Reduced |
| Farther Finance Advisors, LLC | 11 | $607 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 12 | $662 | 0.00% | −36−75.0% | Reduced |
| Stonebridge Capital Advisors LLC | 13 | $717 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 13 | $718 | 0.00% | −9−40.9% | Reduced |
| JJJ Advisors Inc. | 14 | $741 | 0.00% | +14 | New |
| Steward Financial Group LLC | 29 | $1.00K | 0.00% | −18−38.3% | Reduced |
| KB Financial Partners, LLC | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 20 | $1.10K | 0.00% | +20 | New |
| Manchester Capital Management LLC | 21 | $1.16K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 22 | $1.21K | 0.00% | +22 | New |
| TD Private Client Wealth LLC | 23 | $1.27K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 25 | $1.38K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 29 | $1.60K | 0.00% | −7−19.4% | Reduced |
| Central Trust Co | 30 | $1.66K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 26 | $1.68K | 0.00% | −1,394−98.2% | Reduced |
| Bellevue Asset Management, LLC | 32 | $1.76K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 34 | $1.88K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 34 | $1.88K | 0.00% | +28+466.7% | Added |
| Milestone Investment Advisors LLC | 36 | $1.99K | 0.00% | +36 | New |
| Nisa Investment Advisors, LLC | 40 | $2.00K | 0.00% | −5−11.1% | Reduced |
| Bell Investment Advisors, Inc | 42 | $2.32K | 0.00% | +42 | New |
| Massmutual Trust Co FSB | 45 | $2.48K | 0.00% | +29+181.3% | Added |
| Baystate Wealth Management LLC | 53 | $2.92K | 0.00% | +45+562.5% | Added |
| Creative Financial Designs Inc | 58 | $3.20K | 0.00% | +58 | New |
| Ahrens Investment Partners LLC | 60 | $3.31K | 0.00% | +60 | New |
| Washington Trust Advisors, Inc. | 83 | $4.58K | 0.00% | 00.0% | Unchanged |
| Adirondack Retirement Specialists, Inc. | 100 | $5.26K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 103 | $5.68K | 0.00% | +90+692.3% | Added |
| Oakworth Capital, Inc. | 105 | $5.79K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 115 | $6.34K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 117 | $6.45K | 0.00% | +74+172.1% | Added |
| Ellevest, Inc. | 118 | $6.51K | 0.00% | +118 | New |
| North Star Investment Management Corp. | 140 | $7.72K | 0.00% | +65+86.7% | Added |
| Parkside Financial Bank & Trust | 141 | $7.78K | 0.00% | +43+43.9% | Added |
| Anchor Investment Management, LLC | 148 | $8.16K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 167 | $9.21K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 169 | $9.32K | 0.00% | +165+4,125.0% | Added |
| BDO Wealth Advisors, LLC | 209 | $11.5K | 0.00% | −405−66.0% | Reduced |
| Lee Financial Co | 245 | $13.5K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 259 | $14.3K | 0.00% | −100−27.9% | Reduced |
| Umb Bank N A | 273 | $15.1K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 281 | $15.5K | 0.01% | −5−1.7% | Reduced |
| First Personal Financial Services | 282 | $15.6K | 0.00% | −88−23.8% | Reduced |
| City Holding Co | 300 | $16.5K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 300 | $16.5K | 0.00% | +300 | New |
| Ci Investments Inc. | 318 | $18.0K | 0.00% | +29+10.0% | Added |
| Acadian Asset Management LLC | 360 | $19.0K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 350 | $19.3K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 361 | $19.9K | 0.00% | +96+36.2% | Added |
| Sound Income Strategies, LLC | 370 | $20.4K | 0.00% | +370 | New |
| Front Row Advisors LLC | 394 | $22.0K | 0.01% | +160+68.4% | Added |
| Aspire Private Capital, LLC | 453 | $25.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 458 | $25.3K | 0.00% | +426+1,331.3% | Added |
| Proequities, Inc. | 479 | $26.4K | 0.00% | −11−2.2% | Reduced |
| ICA Group Wealth Management, LLC | 507 | $28.0K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 552 | $30.4K | 0.01% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 693 | $38.2K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 700 | $38.6K | 0.00% | +700 | New |
| Belpointe Asset Management LLC | 855 | $47.1K | 0.00% | +179+26.5% | Added |
| Quarry LP | 967 | $53.3K | 0.03% | +641+196.6% | Added |
| Oliver Lagore Vanvalin Investment Group | 1,067 | $58.9K | 0.03% | −215−16.8% | Reduced |
| PEAK6 Investments LLC | 1,148 | $63.3K | 0.00% | +337+41.6% | Added |
| Spire Wealth Management | 1,260 | $69.5K | 0.00% | +796+171.6% | Added |
| Ronald Blue Trust, Inc. | 963 | $71.0K | 0.00% | −965−50.1% | Reduced |
| Huntington National Bank | 1,295 | $71.4K | 0.00% | +231+21.7% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 1,368 | $75.5K | 0.00% | +1,368 | New |
| CWM, LLC | 1,414 | $78.0K | 0.00% | +464+48.8% | Added |
| Quadrant Capital Group LLC | 1,446 | $79.8K | 0.01% | +568+64.7% | Added |
| Benjamin F. Edwards & Company, Inc. | 1,450 | $80.0K | 0.00% | +450+45.0% | Added |
| Laffer Tengler Investments | 1,478 | $81.5K | 0.02% | −103−6.5% | Reduced |
| Advisory Services Network, LLC | 1,487 | $82.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,535 | $84.7K | 0.00% | +162+11.8% | Added |
| Covestor Ltd | 1,588 | $88.0K | 0.08% | +508+47.0% | Added |
| Itau Unibanco Holding S.A. | 1,654 | $91.2K | 0.00% | −16−1.0% | Reduced |
| Whittier Trust Co | 1,800 | $99.3K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 1,802 | $99.4K | 0.03% | +853+89.9% | Added |
| Seaport Global Advisors, LLC | 1,889 | $104.2K | 0.33% | −1,332−41.4% | Reduced |
| Luken Investment Analytics, LLC | 2,080 | $114.7K | 0.07% | 00.0% | Unchanged |
| GWM Advisors LLC | 2,226 | $122.8K | 0.00% | +2,008+921.1% | Added |
| Parallel Advisors, LLC | 2,521 | $139.1K | 0.00% | +1,510+149.4% | Added |
| Systematic Financial Management LP | 2,688 | $148.3K | 0.00% | +2,688 | New |
| Signaturefd, LLC | 2,790 | $153.9K | 0.00% | +2,123+318.3% | Added |
| West Paces Advisors Inc. | 3,000 | $165.5K | 0.05% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 3,141 | $173.3K | 0.01% | 00.0% | Unchanged |
| Point72 Middle East FZE | 3,259 | $179.8K | 0.01% | +3,259 | New |
| Kapitalo Investimentos Ltda | 3,320 | $183.1K | 0.06% | +3,320 | New |
| New Republic Capital, LLC | 3,630 | $200.2K | 0.15% | −30−0.8% | Reduced |
| Brown Advisory Inc | 3,767 | $207.8K | 0.00% | +101+2.8% | Added |
| Shelton Capital Management | 3,842 | $211.9K | 0.01% | −191−4.7% | Reduced |
| Utah Retirement Systems | 4,090 | $225.6K | 0.00% | +100+2.5% | Added |
| Landmark Financial Advisors, LLC | 4,107 | $226.5K | 0.10% | 00.0% | Unchanged |
| Old National Bancorp | 4,130 | $227.8K | 0.01% | +4,130 | New |
| BNP Paribas Arbitrage, SA | 4,185 | $230.8K | 0.00% | −12,268−74.6% | Reduced |