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 |
|---|---|---|---|---|---|
| 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 |
| Gotham Asset Management, LLC | 3,524 | $236.2K | 0.00% | −1,772−33.5% | Reduced |
| National Asset Management, Inc. | 3,412 | $228.8K | 0.01% | +3,412 | New |
| Red Door Wealth Management, LLC | 3,189 | $213.8K | 0.05% | +3,189 | New |
| Cetera Advisors LLC | 3,181 | $213.3K | 0.00% | −1,002−24.0% | Reduced |
| Nisa Investment Advisors, LLC | 3,095 | $207.5K | 0.00% | +3,010+3,541.2% | Added |
| 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 |
| Quadrant Capital Group LLC | 2,859 | $191.7K | 0.02% | 00.0% | Unchanged |
| Shell Asset Management Co | 2,824 | $189.0K | 0.01% | −44−1.5% | Reduced |
| Qube Research & Technologies Ltd | 2,532 | $169.7K | 0.00% | +2,532 | New |
| Benjamin F. Edwards & Company, Inc. | 2,400 | $161.0K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,164 | $145.1K | 0.00% | +4+0.2% | Added |
| First Horizon Advisors, Inc. | 2,111 | $141.5K | 0.01% | +105+5.2% | Added |
| Luken Investment Analytics, LLC | 2,080 | $139.4K | 0.08% | 00.0% | Unchanged |
| Covestor Ltd | 2,042 | $137.0K | 0.10% | −712−25.9% | Reduced |
| Harbor Capital Advisors, Inc. | 2,021 | $135.5K | 0.03% | −757−27.2% | Reduced |
| Heritage Wealth Advisors | 2,009 | $134.7K | 0.01% | −652−24.5% | Reduced |
| Venturi Wealth Management, LLC | 2,000 | $134.1K | 0.01% | +300+17.6% | Added |
| Lazard Asset Management LLC | 1,705 | $114.0K | 0.00% | +1,705 | New |
| Whittier Trust Co | 1,586 | $106.3K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 1,720 | $97.4K | 0.03% | 00.0% | Unchanged |
| Huntington National Bank | 1,400 | $93.9K | 0.00% | −56−3.8% | Reduced |
| GWM Advisors LLC | 1,300 | $87.2K | 0.00% | −926−41.6% | Reduced |
| Spire Wealth Management | 1,260 | $84.5K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 1,222 | $81.9K | 0.04% | 00.0% | Unchanged |
| KBC Group NV | 1,143 | $77.0K | 0.00% | +1,143 | New |
| Ronald Blue Trust, Inc. | 1,155 | $65.0K | 0.00% | +601+108.5% | Added |
| Oliver Lagore Vanvalin Investment Group | 806 | $54.0K | 0.02% | −673−45.5% | Reduced |
| Coppell Advisory Solutions LLC | 600 | $44.0K | 0.02% | +385+179.1% | Added |
| Laurel Wealth Advisors LLC | 552 | $37.0K | 0.01% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 551 | $36.9K | 0.00% | +214+63.5% | Added |
| Nomura Asset Management Co Ltd | 550 | $36.9K | 0.00% | +200+57.1% | Added |
| CWM, LLC | 533 | $36.0K | 0.00% | −412−43.6% | Reduced |
| Aspire Private Capital, LLC | 453 | $30.4K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 445 | $29.8K | 0.00% | −15−3.3% | Reduced |
| Fifth Third Bancorp | 423 | $28.4K | 0.00% | +213+101.4% | Added |
| Emerald Advisers, LLC | 407 | $27.3K | 0.00% | +407 | New |
| Ci Investments Inc. | 406 | $27.0K | 0.00% | +5+1.2% | Added |
| Front Row Advisors LLC | 376 | $25.2K | 0.01% | +3+0.8% | Added |
| Sound Income Strategies, LLC | 370 | $24.8K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 300 | $20.1K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 299 | $20.0K | 0.01% | −3−1.0% | Reduced |
| Umb Bank N A | 273 | $18.3K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 245 | $16.4K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 243 | $16.3K | 0.00% | +104+74.8% | Added |
| Parkside Financial Bank & Trust | 192 | $12.9K | 0.00% | +4+2.1% | Added |
| Quent Capital, LLC | 191 | $12.8K | 0.00% | −46−19.4% | Reduced |
| Quarry LP | 190 | $12.7K | 0.01% | +21+12.4% | Added |
| Atlantic Trust, LLC | 177 | $11.9K | 0.00% | +177 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 171 | $11.5K | 0.01% | +171 | New |
| JJJ Advisors Inc. | 150 | $10.1K | 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 |
| North Star Investment Management Corp. | 140 | $9.39K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 132 | $8.85K | 0.00% | +16+13.8% | Added |
| Allworth Financial LP | 120 | $8.04K | 0.00% | −36−23.1% | Reduced |
| Concord Wealth Partners | 115 | $7.71K | 0.00% | 00.0% | Unchanged |
| 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 |
| Steward Financial Group LLC | 107 | $7.00K | 0.00% | +107 | New |
| Creative Financial Designs Inc | 97 | $6.50K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 90 | $6.03K | 0.00% | +60+200.0% | Added |
| First Personal Financial Services | 88 | $5.90K | 0.00% | −103−53.9% | Reduced |
| Washington Trust Advisors, Inc. | 83 | $5.57K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 79 | $5.30K | 0.00% | +71+887.5% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 74 | $5.00K | 0.00% | +74 | New |
| JFS Wealth Advisors, LLC | 63 | $4.22K | 0.00% | +21+50.0% | Added |
| Denali Advisors LLC | 48 | $3.22K | 0.00% | 00.0% | Unchanged |
| Milestone Investment Advisors LLC | 36 | $2.41K | 0.00% | +36 | New |
| Farther Finance Advisors, LLC | 35 | $2.35K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 34 | $2.28K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 32 | $2.15K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 31 | $2.08K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 28 | $1.88K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 26 | $1.74K | 0.00% | −19−42.2% | Reduced |
| Salem Investment Counselors Inc | 25 | $1.68K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 25 | $1.68K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 22 | $1.48K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 21 | $1.41K | 0.00% | +4+23.5% | Added |
| Provenance Wealth Advisors, LLC | 20 | $1.34K | 0.00% | +20 | New |
| ClariVest Asset Management LLC | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 13 | $872 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 12 | $805 | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 8 | $537 | 0.00% | −45−84.9% | Reduced |
| Global Retirement Partners, LLC | 8 | $522 | 0.00% | +5+166.7% | Added |
| Crewe Advisors LLC | 4 | $269 | 0.00% | +2+100.0% | Added |
| Horizon Investments, LLC | 3 | $200 | 0.00% | +3 | New |
| Tfo-TDC, LLC | 3 | $170 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 0 | $0 | 0.00% | −295,667−100.0% | Sold out |
| Mountain Pacific Investment Advisers Inc | 0 | $0 | 0.00% | −184,312−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −146,756−100.0% | Sold out |
| Philadelphia Financial Management of San Francisco, LLC | 0 | $0 | 0.00% | −105,837−100.0% | Sold out |
| FJ Capital Management LLC | 0 | $0 | 0.00% | −60,551−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −59,859−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −35,605−100.0% | Sold out |