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, Q4 2023
Institutional positions in Pinnacle Financial Partners, Inc. as of Dec 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
- 419
- +36 vs. Q3 2023
- Shares held
- 67.6M
- +2.62M (+4.0%) vs. Q3 2023
- Total value
- $5.90B
- +$1.54B (+35.3%) vs. Q3 2023
- New holders
- 66
- 140 more added
- Sold out
- 30
- 147 more reduced
10 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Pinnacle Financial Partners, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tfo-TDC, LLC | 3 | $262 | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 5 | $435 | 0.00% | +2+66.7% | Added |
| AdvisorNet Financial, Inc | 5 | $436 | 0.00% | +5 | New |
| Raleigh Capital Management Inc. | 5 | $436 | 0.00% | +5 | New |
| Global Retirement Partners, LLC | 7 | $586 | 0.00% | −1−12.5% | Reduced |
| Baystate Wealth Management LLC | 8 | $699 | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 9 | $785 | 0.00% | +9 | New |
| Capital Advisors, Ltd. LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 17 | $1.00K | 0.00% | +8+88.9% | Added |
| Prestige Wealth Management Group LLC | 12 | $1.05K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 16 | $1.40K | 0.00% | +16 | New |
| DiNuzzo Private Wealth, Inc. | 16 | $1.40K | 0.00% | +16 | New |
| Denali Advisors LLC | 18 | $1.57K | 0.00% | −30−62.5% | Reduced |
| Provenance Wealth Advisors, LLC | 19 | $1.66K | 0.00% | −1−5.0% | Reduced |
| SJS Investment Consulting Inc. | 19 | $1.66K | 0.00% | −2−9.5% | Reduced |
| CVA Family Office, LLC | 20 | $1.74K | 0.00% | +20 | New |
| Cornerstone Planning Group LLC | 22 | $1.92K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 25 | $2.18K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 25 | $2.18K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 27 | $2.35K | 0.00% | +10+58.8% | Added |
| Farmers & Merchants Investments Inc | 31 | $2.70K | 0.00% | −3−8.8% | Reduced |
| Private Wealth Management Group, LLC | 31 | $2.70K | 0.00% | +31 | New |
| Bellevue Asset Management, LLC | 32 | $2.79K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 34 | $2.97K | 0.00% | +8+30.8% | Added |
| Glassman Wealth Services | 53 | $4.62K | 0.00% | −26−32.9% | Reduced |
| JFS Wealth Advisors, LLC | 56 | $4.88K | 0.00% | −7−11.1% | Reduced |
| FinTrust Capital Advisors, LLC | 65 | $5.67K | 0.00% | +65 | New |
| Psagot Value Holdings Ltd. / (Israel) | 64 | $6.00K | 0.00% | −10−13.5% | Reduced |
| Valley National Advisers Inc | 75 | $6.00K | 0.00% | +75 | New |
| Coppell Advisory Solutions LLC | 80 | $6.98K | 0.00% | −520−86.7% | Reduced |
| Washington Trust Advisors, Inc. | 83 | $7.24K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 90 | $7.85K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 97 | $8.46K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 100 | $8.72K | 0.00% | +100 | New |
| Oakworth Capital, Inc. | 105 | $9.16K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 108 | $9.42K | 0.00% | +80+285.7% | Added |
| Farther Finance Advisors, LLC | 109 | $9.51K | 0.00% | +74+211.4% | Added |
| VisionPoint Advisory Group, LLC | 112 | $9.77K | 0.00% | +112 | New |
| West Tower Group, LLC | 126 | $11.0K | 0.02% | +126 | New |
| Massmutual Trust Co FSB | 138 | $12.0K | 0.00% | +6+4.5% | Added |
| North Star Investment Management Corp. | 140 | $12.2K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 148 | $12.9K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 148 | $12.9K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 150 | $13.1K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 154 | $13.4K | 0.00% | −89−36.6% | Reduced |
| Allworth Financial LP | 158 | $13.8K | 0.00% | +38+31.7% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 174 | $14.6K | 0.00% | +174 | New |
| Parkside Financial Bank & Trust | 170 | $14.8K | 0.00% | −22−11.5% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 171 | $14.9K | 0.01% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 191 | $16.7K | 0.00% | +191 | New |
| Quent Capital, LLC | 191 | $16.7K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 300 | $20.1K | 0.01% | −1,420−82.6% | Reduced |
| Lee Financial Co | 245 | $21.4K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 246 | $21.5K | 0.00% | +246 | New |
| Umb Bank N A | 273 | $23.8K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 299 | $26.1K | 0.01% | 00.0% | Unchanged |
| City Holding Co | 300 | $26.2K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 368 | $32.1K | 0.03% | +368 | New |
| Sound Income Strategies, LLC | 370 | $32.3K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 395 | $34.5K | 0.00% | −50−11.2% | Reduced |
| Ci Investments Inc. | 396 | $35.0K | 0.00% | −10−2.5% | Reduced |
| Emerald Advisers, LLC | 407 | $35.5K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 431 | $37.6K | 0.00% | +8+1.9% | Added |
| Aspire Private Capital, LLC | 453 | $39.5K | 0.01% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 507 | $44.2K | 0.01% | +507 | New |
| Nomura Asset Management Co Ltd | 550 | $48.0K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 552 | $48.1K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 688 | $60.0K | 0.00% | +688 | New |
| Oliver Lagore Vanvalin Investment Group | 693 | $60.5K | 0.02% | −113−14.0% | Reduced |
| CWM, LLC | 865 | $75.0K | 0.00% | +332+62.3% | Added |
| Ronald Blue Trust, Inc. | 1,183 | $79.0K | 0.00% | +28+2.4% | Added |
| Spire Wealth Management | 991 | $85.0K | 0.00% | −269−21.3% | Reduced |
| GAMMA Investing LLC | 1,074 | $94.9K | 0.03% | +1,074 | New |
| Assetmark, Inc | 1,155 | $100.7K | 0.00% | +1,155 | New |
| RFP Financial Group LLC | 1,222 | $106.6K | 0.04% | 00.0% | Unchanged |
| Huntington National Bank | 1,322 | $115.3K | 0.00% | −78−5.6% | Reduced |
| Advisory Services Network, LLC | 1,328 | $115.8K | 0.00% | +1,328 | New |
| KBC Group NV | 1,336 | $117.0K | 0.00% | +193+16.9% | Added |
| Covestor Ltd | 1,372 | $120.0K | 0.08% | −670−32.8% | Reduced |
| Whittier Trust Co | 1,586 | $138.3K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,679 | $146.4K | 0.00% | +379+29.2% | Added |
| Tennessee Valley Asset Management Partners | 1,812 | $158.0K | 0.04% | +1,812 | New |
| Parallel Advisors, LLC | 1,947 | $169.8K | 0.01% | −217−10.0% | Reduced |
| Venturi Wealth Management, LLC | 2,000 | $174.4K | 0.01% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 2,000 | $174.4K | 0.13% | +2,000 | New |
| Harbor Capital Advisors, Inc. | 2,063 | $179.9K | 0.03% | +42+2.1% | Added |
| Luken Investment Analytics, LLC | 2,080 | $181.4K | 0.10% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 2,122 | $185.1K | 0.01% | +11+0.5% | Added |
| Shell Asset Management Co | 2,156 | $188.0K | 0.01% | −668−23.7% | Reduced |
| Legacy Financial Advisors, Inc. | 2,295 | $200.2K | 0.04% | +2,295 | New |
| Sapient Capital LLC | 2,307 | $201.2K | 0.01% | +2,307 | New |
| CapWealth Advisors, LLC | 2,329 | $203.1K | 0.02% | +2,329 | New |
| Benjamin F. Edwards & Company, Inc. | 2,400 | $209.0K | 0.00% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 2,423 | $211.3K | 0.00% | +2,423 | New |
| Evergreen Capital Management LLC | 2,424 | $211.4K | 0.01% | +2,424 | New |
| WMG Financial Advisors, LLC | 2,433 | $212.2K | 0.14% | +2,433 | New |
| West Paces Advisors Inc. | 2,500 | $218.1K | 0.06% | −500−16.7% | Reduced |
| WMS Partners, LLC | 2,500 | $218.1K | 0.02% | +2,500 | New |
| Qube Research & Technologies Ltd | 2,532 | $220.8K | 0.00% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 2,531 | $221.0K | 0.02% | +2,531 | New |