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, Q2 2023
Institutional positions in Pinnacle Financial Partners, Inc. as of Jun 30, 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
- 390
- −8 vs. Q1 2023
- Shares held
- 64.6M
- +2.30M (+3.7%) vs. Q1 2023
- Total value
- $3.65B
- +$211.7M (+6.2%) vs. Q1 2023
- New holders
- 49
- 148 more added
- Sold out
- 57
- 127 more reduced
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Pinnacle Financial Partners, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 8 | $0 | 0.00% | +8 | New |
| Avion Wealth | 9 | $0 | 0.00% | +9 | New |
| Comerica Bank | 138,082 | $8 | 0.00% | +138,082 | New |
| Crewe Advisors LLC | 2 | $114 | 0.00% | +2 | New |
| Tfo-TDC, LLC | 3 | $170 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 3 | $173 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 57 | $297 | 0.00% | +57 | New |
| Glassman Wealth Services | 8 | $453 | 0.00% | −26−76.5% | Reduced |
| Prestige Wealth Management Group LLC | 12 | $680 | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 13 | $736 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 14 | $793 | 0.00% | +8+133.3% | Added |
| Baker Avenue Asset Management, LP | 15 | $850 | 0.00% | −7−31.8% | Reduced |
| SJS Investment Consulting Inc. | 17 | $964 | 0.00% | +4+30.8% | Added |
| ClariVest Asset Management LLC | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 20 | $1.13K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 20 | $1.13K | 0.00% | +20 | New |
| Cornerstone Planning Group LLC | 22 | $1.25K | 0.00% | +22 | New |
| Cullen/Frost Bankers, Inc. | 25 | $1.42K | 0.00% | +25 | New |
| Salem Investment Counselors Inc | 25 | $1.42K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 28 | $1.59K | 0.00% | +28 | New |
| Central Trust Co | 30 | $1.70K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 31 | $1.76K | 0.00% | +31 | New |
| Bellevue Asset Management, LLC | 32 | $1.81K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 34 | $1.93K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 35 | $1.98K | 0.00% | +24+218.2% | Added |
| JFS Wealth Advisors, LLC | 42 | $2.38K | 0.00% | +34+425.0% | Added |
| Bell Investment Advisors, Inc | 45 | $2.55K | 0.00% | +3+7.1% | Added |
| Denali Advisors LLC | 48 | $2.72K | 0.00% | +48 | New |
| IFP Advisors, Inc | 44 | $2.85K | 0.00% | +18+69.2% | Added |
| Baystate Wealth Management LLC | 53 | $3.01K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 83 | $4.70K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 85 | $4.82K | 0.00% | +45+112.5% | Added |
| Creative Financial Designs Inc | 97 | $5.50K | 0.00% | +39+67.2% | Added |
| Adirondack Retirement Specialists, Inc. | 100 | $5.67K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 105 | $5.95K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 111 | $6.29K | 0.00% | +111 | New |
| Concord Wealth Partners | 115 | $6.51K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 116 | $6.57K | 0.00% | +71+157.8% | Added |
| Lindbrook Capital, LLC | 139 | $7.87K | 0.00% | +22+18.8% | Added |
| North Star Investment Management Corp. | 140 | $7.93K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 148 | $8.38K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 150 | $8.50K | 0.00% | +136+971.4% | Added |
| Allworth Financial LP | 156 | $8.85K | 0.00% | −302−65.9% | Reduced |
| Trust Co of Vermont | 167 | $9.46K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 169 | $9.57K | 0.01% | −798−82.5% | Reduced |
| Parkside Financial Bank & Trust | 188 | $10.7K | 0.00% | +47+33.3% | Added |
| First Personal Financial Services | 191 | $10.8K | 0.00% | −91−32.3% | Reduced |
| BDO Wealth Advisors, LLC | 209 | $11.8K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 210 | $11.9K | 0.00% | −151−41.8% | Reduced |
| Coppell Advisory Solutions LLC | 215 | $12.3K | 0.00% | +215 | New |
| Quent Capital, LLC | 237 | $13.4K | 0.00% | −22−8.5% | Reduced |
| Lee Financial Co | 245 | $13.9K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 273 | $15.5K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 300 | $17.0K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 300 | $17.0K | 0.01% | +300 | New |
| Versant Capital Management, Inc | 302 | $17.1K | 0.01% | +21+7.5% | Added |
| PEAK6 Investments LLC | 337 | $19.1K | 0.00% | −811−70.6% | Reduced |
| Nomura Asset Management Co Ltd | 350 | $19.8K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 360 | $20.0K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 370 | $21.0K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 373 | $21.0K | 0.01% | −21−5.3% | Reduced |
| Ci Investments Inc. | 401 | $23.0K | 0.00% | +83+26.1% | Added |
| Aspire Private Capital, LLC | 453 | $25.7K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 460 | $26.1K | 0.00% | −19−4.0% | Reduced |
| DecisionPoint Financial, LLC | 494 | $28.0K | 0.01% | +494 | New |
| ICA Group Wealth Management, LLC | 507 | $28.7K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 554 | $31.0K | 0.00% | −409−42.5% | Reduced |
| Laurel Wealth Advisors LLC | 552 | $31.3K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 945 | $54.0K | 0.00% | −469−33.2% | Reduced |
| RFP Financial Group LLC | 1,222 | $69.2K | 0.03% | +1,222 | New |
| Spire Wealth Management | 1,260 | $71.4K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1,456 | $82.5K | 0.00% | +161+12.4% | Added |
| Oliver Lagore Vanvalin Investment Group | 1,479 | $83.8K | 0.03% | +412+38.6% | Added |
| Laffer Tengler Investments | 1,483 | $84.0K | 0.02% | +5+0.3% | Added |
| Whittier Trust Co | 1,586 | $89.8K | 0.00% | −214−11.9% | Reduced |
| Venturi Wealth Management, LLC | 1,700 | $96.3K | 0.01% | +1,000+142.9% | Added |
| Beacon Capital Management, LLC | 1,720 | $97.4K | 0.03% | +1,420+473.3% | Added |
| Seaport Global Advisors, LLC | 1,889 | $107.0K | 0.31% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 2,006 | $113.6K | 0.00% | +471+30.7% | Added |
| Luken Investment Analytics, LLC | 2,080 | $117.8K | 0.07% | 00.0% | Unchanged |
| State of Wyoming | 2,160 | $122.4K | 0.04% | +2,160 | New |
| Parallel Advisors, LLC | 2,160 | $122.4K | 0.00% | −361−14.3% | Reduced |
| GWM Advisors LLC | 2,226 | $126.1K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 2,353 | $133.3K | 0.00% | −103,372−97.8% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 2,400 | $136.0K | 0.01% | +950+65.5% | Added |
| Heritage Wealth Advisors | 2,661 | $150.7K | 0.01% | −480−15.3% | Reduced |
| Covestor Ltd | 2,754 | $156.0K | 0.12% | +1,166+73.4% | Added |
| Harbor Capital Advisors, Inc. | 2,778 | $157.4K | 0.03% | +976+54.2% | Added |
| Quadrant Capital Group LLC | 2,859 | $162.0K | 0.02% | +1,413+97.7% | Added |
| Shell Asset Management Co | 2,868 | $162.0K | 0.01% | −2,745−48.9% | Reduced |
| West Paces Advisors Inc. | 3,000 | $169.9K | 0.05% | 00.0% | Unchanged |
| Headlands Technologies LLC | 3,225 | $182.7K | 0.06% | +3,225 | New |
| World Equity Group, Inc. | 3,592 | $203.5K | 0.06% | −1,735−32.6% | Reduced |
| PFS Investments Inc. | 3,662 | $207.0K | 0.00% | +3,662 | New |
| New Republic Capital, LLC | 3,656 | $207.1K | 0.14% | +26+0.7% | Added |
| BNP Paribas Arbitrage, SA | 3,660 | $207.3K | 0.00% | −525−12.5% | Reduced |
| Edge Capital Group, LLC | 3,827 | $216.8K | 0.01% | +3,134+452.2% | Added |
| Shelton Capital Management | 3,842 | $217.6K | 0.01% | 00.0% | Unchanged |
| Winton Group Ltd | 3,942 | $223.3K | 0.02% | −4,143−51.2% | Reduced |