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, Q3 2023
Institutional positions in Pinnacle Financial Partners, Inc. as of Sep 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
- 393
- +6 vs. Q2 2023
- Shares held
- 65.1M
- +550.2K (+0.9%) vs. Q2 2023
- Total value
- $4.37B
- +$717.7M (+19.7%) vs. Q2 2023
- New holders
- 44
- 123 more added
- Sold out
- 38
- 156 more reduced
3 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Pinnacle Financial Partners, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 3 | $170 | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 3 | $200 | 0.00% | +3 | New |
| Crewe Advisors LLC | 4 | $269 | 0.00% | +2+100.0% | Added |
| Global Retirement Partners, LLC | 8 | $522 | 0.00% | +5+166.7% | Added |
| Baystate Wealth Management LLC | 8 | $537 | 0.00% | −45−84.9% | Reduced |
| Prestige Wealth Management Group LLC | 12 | $805 | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 13 | $872 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 20 | $1.34K | 0.00% | +20 | New |
| SJS Investment Consulting Inc. | 21 | $1.41K | 0.00% | +4+23.5% | Added |
| Cornerstone Planning Group LLC | 22 | $1.48K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 25 | $1.68K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 25 | $1.68K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 26 | $1.74K | 0.00% | −19−42.2% | Reduced |
| Private Trust Co NA | 28 | $1.88K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 31 | $2.08K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 32 | $2.15K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 34 | $2.28K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 35 | $2.35K | 0.00% | 00.0% | Unchanged |
| Milestone Investment Advisors LLC | 36 | $2.41K | 0.00% | +36 | New |
| Denali Advisors LLC | 48 | $3.22K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 63 | $4.22K | 0.00% | +21+50.0% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 74 | $5.00K | 0.00% | +74 | New |
| Glassman Wealth Services | 79 | $5.30K | 0.00% | +71+887.5% | Added |
| Washington Trust Advisors, Inc. | 83 | $5.57K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 88 | $5.90K | 0.00% | −103−53.9% | Reduced |
| Central Trust Co | 90 | $6.03K | 0.00% | +60+200.0% | Added |
| Creative Financial Designs Inc | 97 | $6.50K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 107 | $7.00K | 0.00% | +107 | New |
| Oakworth Capital, Inc. | 105 | $7.04K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 105 | $7.04K | 0.00% | +90+600.0% | Added |
| Concord Wealth Partners | 115 | $7.71K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 120 | $8.04K | 0.00% | −36−23.1% | Reduced |
| Massmutual Trust Co FSB | 132 | $8.85K | 0.00% | +16+13.8% | Added |
| North Star Investment Management Corp. | 140 | $9.39K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 148 | $9.92K | 0.01% | −346−70.0% | Reduced |
| Anchor Investment Management, LLC | 148 | $9.92K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 150 | $10.1K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 171 | $11.5K | 0.01% | +171 | New |
| Atlantic Trust, LLC | 177 | $11.9K | 0.00% | +177 | New |
| Quarry LP | 190 | $12.7K | 0.01% | +21+12.4% | Added |
| Quent Capital, LLC | 191 | $12.8K | 0.00% | −46−19.4% | Reduced |
| Parkside Financial Bank & Trust | 192 | $12.9K | 0.00% | +4+2.1% | Added |
| Lindbrook Capital, LLC | 243 | $16.3K | 0.00% | +104+74.8% | Added |
| Lee Financial Co | 245 | $16.4K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 273 | $18.3K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 299 | $20.0K | 0.01% | −3−1.0% | Reduced |
| City Holding Co | 300 | $20.1K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 370 | $24.8K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 376 | $25.2K | 0.01% | +3+0.8% | Added |
| Ci Investments Inc. | 406 | $27.0K | 0.00% | +5+1.2% | Added |
| Emerald Advisers, LLC | 407 | $27.3K | 0.00% | +407 | New |
| Fifth Third Bancorp | 423 | $28.4K | 0.00% | +213+101.4% | Added |
| Proequities, Inc. | 445 | $29.8K | 0.00% | −15−3.3% | Reduced |
| Aspire Private Capital, LLC | 453 | $30.4K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 533 | $36.0K | 0.00% | −412−43.6% | Reduced |
| Nomura Asset Management Co Ltd | 550 | $36.9K | 0.00% | +200+57.1% | Added |
| PEAK6 Investments LLC | 551 | $36.9K | 0.00% | +214+63.5% | Added |
| Laurel Wealth Advisors LLC | 552 | $37.0K | 0.01% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 600 | $44.0K | 0.02% | +385+179.1% | Added |
| Oliver Lagore Vanvalin Investment Group | 806 | $54.0K | 0.02% | −673−45.5% | Reduced |
| Ronald Blue Trust, Inc. | 1,155 | $65.0K | 0.00% | +601+108.5% | Added |
| KBC Group NV | 1,143 | $77.0K | 0.00% | +1,143 | New |
| RFP Financial Group LLC | 1,222 | $81.9K | 0.04% | 00.0% | Unchanged |
| Spire Wealth Management | 1,260 | $84.5K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,300 | $87.2K | 0.00% | −926−41.6% | Reduced |
| Huntington National Bank | 1,400 | $93.9K | 0.00% | −56−3.8% | Reduced |
| Beacon Capital Management, LLC | 1,720 | $97.4K | 0.03% | 00.0% | Unchanged |
| Whittier Trust Co | 1,586 | $106.3K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 1,705 | $114.0K | 0.00% | +1,705 | New |
| Venturi Wealth Management, LLC | 2,000 | $134.1K | 0.01% | +300+17.6% | Added |
| Heritage Wealth Advisors | 2,009 | $134.7K | 0.01% | −652−24.5% | Reduced |
| Harbor Capital Advisors, Inc. | 2,021 | $135.5K | 0.03% | −757−27.2% | Reduced |
| Covestor Ltd | 2,042 | $137.0K | 0.10% | −712−25.9% | Reduced |
| Luken Investment Analytics, LLC | 2,080 | $139.4K | 0.08% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 2,111 | $141.5K | 0.01% | +105+5.2% | Added |
| Parallel Advisors, LLC | 2,164 | $145.1K | 0.00% | +4+0.2% | Added |
| Benjamin F. Edwards & Company, Inc. | 2,400 | $161.0K | 0.01% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 2,532 | $169.7K | 0.00% | +2,532 | New |
| Shell Asset Management Co | 2,824 | $189.0K | 0.01% | −44−1.5% | Reduced |
| Quadrant Capital Group LLC | 2,859 | $191.7K | 0.02% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 3,000 | $201.1K | 0.06% | 00.0% | Unchanged |
| Shayne & Co., LLC | 3,000 | $201.1K | 0.07% | +3,000 | New |
| Nisa Investment Advisors, LLC | 3,095 | $207.5K | 0.00% | +3,010+3,541.2% | Added |
| Cetera Advisors LLC | 3,181 | $213.3K | 0.00% | −1,002−24.0% | Reduced |
| Red Door Wealth Management, LLC | 3,189 | $213.8K | 0.05% | +3,189 | New |
| National Asset Management, Inc. | 3,412 | $228.8K | 0.01% | +3,412 | New |
| Gotham Asset Management, LLC | 3,524 | $236.2K | 0.00% | −1,772−33.5% | Reduced |
| Shelton Capital Management | 3,562 | $238.8K | 0.01% | −280−7.3% | Reduced |
| Raymond James Trust N.A. | 3,562 | $238.8K | 0.01% | +3,562 | New |
| Headlands Technologies LLC | 3,584 | $240.3K | 0.12% | +359+11.1% | Added |
| New Republic Capital, LLC | 3,663 | $245.6K | 0.20% | +7+0.2% | Added |
| The PNC Financial Services Group, Inc. | 3,755 | $251.7K | 0.00% | −240−6.0% | Reduced |
| Profund Advisors LLC | 4,008 | $268.7K | 0.01% | −1,111−21.7% | Reduced |
| Strategic Blueprint, LLC | 4,047 | $271.3K | 0.03% | −238−5.6% | Reduced |
| Utah Retirement Systems | 4,090 | $274.2K | 0.00% | 00.0% | Unchanged |
| Landmark Financial Advisors, LLC | 4,107 | $275.3K | 0.11% | 00.0% | Unchanged |