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 |
|---|---|---|---|---|---|
| Old National Bancorp | 4,130 | $227.8K | 0.01% | +4,130 | New |
| Landmark Financial Advisors, LLC | 4,107 | $226.5K | 0.10% | 00.0% | Unchanged |
| Utah Retirement Systems | 4,090 | $225.6K | 0.00% | +100+2.5% | Added |
| Shelton Capital Management | 3,842 | $211.9K | 0.01% | −191−4.7% | Reduced |
| Brown Advisory Inc | 3,767 | $207.8K | 0.00% | +101+2.8% | Added |
| New Republic Capital, LLC | 3,630 | $200.2K | 0.15% | −30−0.8% | Reduced |
| Kapitalo Investimentos Ltda | 3,320 | $183.1K | 0.06% | +3,320 | New |
| Point72 Middle East FZE | 3,259 | $179.8K | 0.01% | +3,259 | New |
| Heritage Wealth Advisors | 3,141 | $173.3K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 3,000 | $165.5K | 0.05% | 00.0% | Unchanged |
| Signaturefd, LLC | 2,790 | $153.9K | 0.00% | +2,123+318.3% | Added |
| Systematic Financial Management LP | 2,688 | $148.3K | 0.00% | +2,688 | New |
| Parallel Advisors, LLC | 2,521 | $139.1K | 0.00% | +1,510+149.4% | Added |
| GWM Advisors LLC | 2,226 | $122.8K | 0.00% | +2,008+921.1% | Added |
| Luken Investment Analytics, LLC | 2,080 | $114.7K | 0.07% | 00.0% | Unchanged |
| Seaport Global Advisors, LLC | 1,889 | $104.2K | 0.33% | −1,332−41.4% | Reduced |
| Harbor Capital Advisors, Inc. | 1,802 | $99.4K | 0.03% | +853+89.9% | Added |
| Whittier Trust Co | 1,800 | $99.3K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 1,654 | $91.2K | 0.00% | −16−1.0% | Reduced |
| Covestor Ltd | 1,588 | $88.0K | 0.08% | +508+47.0% | Added |
| First Horizon Advisors, Inc. | 1,535 | $84.7K | 0.00% | +162+11.8% | Added |
| Advisory Services Network, LLC | 1,487 | $82.0K | 0.00% | 00.0% | Unchanged |
| Laffer Tengler Investments | 1,478 | $81.5K | 0.02% | −103−6.5% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 1,450 | $80.0K | 0.00% | +450+45.0% | Added |
| Quadrant Capital Group LLC | 1,446 | $79.8K | 0.01% | +568+64.7% | Added |
| CWM, LLC | 1,414 | $78.0K | 0.00% | +464+48.8% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 1,368 | $75.5K | 0.00% | +1,368 | New |
| Huntington National Bank | 1,295 | $71.4K | 0.00% | +231+21.7% | Added |
| Ronald Blue Trust, Inc. | 963 | $71.0K | 0.00% | −965−50.1% | Reduced |
| Spire Wealth Management | 1,260 | $69.5K | 0.00% | +796+171.6% | Added |
| PEAK6 Investments LLC | 1,148 | $63.3K | 0.00% | +337+41.6% | Added |
| Oliver Lagore Vanvalin Investment Group | 1,067 | $58.9K | 0.03% | −215−16.8% | Reduced |
| Quarry LP | 967 | $53.3K | 0.03% | +641+196.6% | Added |
| Belpointe Asset Management LLC | 855 | $47.1K | 0.00% | +179+26.5% | Added |
| Venturi Wealth Management, LLC | 700 | $38.6K | 0.00% | +700 | New |
| Edge Capital Group, LLC | 693 | $38.2K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 552 | $30.4K | 0.01% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 507 | $28.0K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 479 | $26.4K | 0.00% | −11−2.2% | Reduced |
| Allworth Financial LP | 458 | $25.3K | 0.00% | +426+1,331.3% | Added |
| Aspire Private Capital, LLC | 453 | $25.0K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 394 | $22.0K | 0.01% | +160+68.4% | Added |
| Sound Income Strategies, LLC | 370 | $20.4K | 0.00% | +370 | New |
| Fifth Third Bancorp | 361 | $19.9K | 0.00% | +96+36.2% | Added |
| Nomura Asset Management Co Ltd | 350 | $19.3K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 360 | $19.0K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 318 | $18.0K | 0.00% | +29+10.0% | Added |
| Beacon Capital Management, LLC | 300 | $16.5K | 0.00% | +300 | New |
| City Holding Co | 300 | $16.5K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 282 | $15.6K | 0.00% | −88−23.8% | Reduced |
| Versant Capital Management, Inc | 281 | $15.5K | 0.01% | −5−1.7% | Reduced |
| Umb Bank N A | 273 | $15.1K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 259 | $14.3K | 0.00% | −100−27.9% | Reduced |
| Lee Financial Co | 245 | $13.5K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 209 | $11.5K | 0.00% | −405−66.0% | Reduced |
| TCI Wealth Advisors, Inc. | 169 | $9.32K | 0.00% | +165+4,125.0% | Added |
| Trust Co of Vermont | 167 | $9.21K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 148 | $8.16K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 141 | $7.78K | 0.00% | +43+43.9% | Added |
| North Star Investment Management Corp. | 140 | $7.72K | 0.00% | +65+86.7% | Added |
| Ellevest, Inc. | 118 | $6.51K | 0.00% | +118 | New |
| Lindbrook Capital, LLC | 117 | $6.45K | 0.00% | +74+172.1% | Added |
| Concord Wealth Partners | 115 | $6.34K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 105 | $5.79K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 103 | $5.68K | 0.00% | +90+692.3% | Added |
| Adirondack Retirement Specialists, Inc. | 100 | $5.26K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 83 | $4.58K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 60 | $3.31K | 0.00% | +60 | New |
| Creative Financial Designs Inc | 58 | $3.20K | 0.00% | +58 | New |
| Baystate Wealth Management LLC | 53 | $2.92K | 0.00% | +45+562.5% | Added |
| Massmutual Trust Co FSB | 45 | $2.48K | 0.00% | +29+181.3% | Added |
| Bell Investment Advisors, Inc | 42 | $2.32K | 0.00% | +42 | New |
| Nisa Investment Advisors, LLC | 40 | $2.00K | 0.00% | −5−11.1% | Reduced |
| Milestone Investment Advisors LLC | 36 | $1.99K | 0.00% | +36 | New |
| Farmers & Merchants Investments Inc | 34 | $1.88K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 34 | $1.88K | 0.00% | +28+466.7% | Added |
| Bellevue Asset Management, LLC | 32 | $1.76K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 26 | $1.68K | 0.00% | −1,394−98.2% | Reduced |
| Central Trust Co | 30 | $1.66K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 29 | $1.60K | 0.00% | −7−19.4% | Reduced |
| Salem Investment Counselors Inc | 25 | $1.38K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 23 | $1.27K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 22 | $1.21K | 0.00% | +22 | New |
| Manchester Capital Management LLC | 21 | $1.16K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 20 | $1.10K | 0.00% | +20 | 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 |
| JJJ Advisors Inc. | 14 | $741 | 0.00% | +14 | New |
| SJS Investment Consulting Inc. | 13 | $718 | 0.00% | −9−40.9% | Reduced |
| Stonebridge Capital Advisors LLC | 13 | $717 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 12 | $662 | 0.00% | −36−75.0% | Reduced |
| Farther Finance Advisors, LLC | 11 | $607 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 8 | $442 | 0.00% | −39−83.0% | Reduced |
| Assetmark, Inc | 8 | $441 | 0.00% | +8 | New |
| Disciplined Investments, LLC | 6 | $331 | 0.00% | −4−40.0% | Reduced |
| Tfo-TDC, LLC | 3 | $165 | 0.00% | −4−57.1% | Reduced |
| Global Retirement Partners, LLC | 3 | $146 | 0.00% | −10−76.9% | Reduced |
| McClarren Financial Advisors, Inc. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −1,141,464−100.0% | Sold out |