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 |
|---|---|---|---|---|---|
| XTX Topco Ltd | 3,193 | $278.5K | 0.06% | −1,445−31.2% | Reduced |
| Red Door Wealth Management, LLC | 3,189 | $278.1K | 0.06% | 00.0% | Unchanged |
| Old National Bancorp | 3,141 | $274.0K | 0.01% | −3,332−51.5% | Reduced |
| HighPoint Advisor Group LLC | 3,156 | $262.0K | 0.02% | +3,156 | New |
| Pearl River Capital, LLC | 3,001 | $261.7K | 0.04% | +3,001 | New |
| Shayne & Co., LLC | 3,000 | $261.7K | 0.08% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 2,992 | $261.0K | 0.01% | +2,992 | New |
| Resources Investment Advisors, LLC. | 2,853 | $248.8K | 0.00% | +2,853 | New |
| UMA Financial Services, Inc. | 2,826 | $248.0K | 0.06% | +2,826 | New |
| Provident Wealth Management, LLC | 2,795 | $243.8K | 0.11% | +2,795 | New |
| Prospera Financial Services Inc | 2,782 | $242.6K | 0.01% | −5,523−66.5% | Reduced |
| United Capital Financial Advisers, LLC | 2,757 | $240.5K | 0.00% | +2,757 | New |
| Waldron Private Wealth LLC | 2,738 | $238.8K | 0.01% | +2,738 | New |
| Jackson Square Capital, LLC | 2,703 | $235.8K | 0.08% | −5,736−68.0% | Reduced |
| Aptus Capital Advisors, LLC | 2,688 | $234.4K | 0.01% | +2,688 | New |
| National Asset Management, Inc. | 2,661 | $232.1K | 0.01% | −751−22.0% | Reduced |
| Seeds Investor LLC | 2,626 | $229.1K | 0.26% | +2,626 | New |
| Gotham Asset Management, LLC | 2,541 | $221.6K | 0.00% | −983−27.9% | Reduced |
| Glenmede Trust Co NA | 2,540 | $221.5K | 0.00% | +2,540 | New |
| FDx Advisors, Inc. | 2,531 | $221.0K | 0.02% | +2,531 | New |
| Qube Research & Technologies Ltd | 2,532 | $220.8K | 0.00% | 00.0% | Unchanged |
| 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 |
| WMG Financial Advisors, LLC | 2,433 | $212.2K | 0.14% | +2,433 | New |
| Evergreen Capital Management LLC | 2,424 | $211.4K | 0.01% | +2,424 | New |
| Capstone Investment Advisors, LLC | 2,423 | $211.3K | 0.00% | +2,423 | New |
| Benjamin F. Edwards & Company, Inc. | 2,400 | $209.0K | 0.00% | 00.0% | Unchanged |
| CapWealth Advisors, LLC | 2,329 | $203.1K | 0.02% | +2,329 | New |
| Sapient Capital LLC | 2,307 | $201.2K | 0.01% | +2,307 | New |
| Legacy Financial Advisors, Inc. | 2,295 | $200.2K | 0.04% | +2,295 | New |
| Shell Asset Management Co | 2,156 | $188.0K | 0.01% | −668−23.7% | Reduced |
| First Horizon Advisors, Inc. | 2,122 | $185.1K | 0.01% | +11+0.5% | Added |
| Luken Investment Analytics, LLC | 2,080 | $181.4K | 0.10% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 2,063 | $179.9K | 0.03% | +42+2.1% | Added |
| 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 |
| Parallel Advisors, LLC | 1,947 | $169.8K | 0.01% | −217−10.0% | Reduced |
| Tennessee Valley Asset Management Partners | 1,812 | $158.0K | 0.04% | +1,812 | New |
| GWM Advisors LLC | 1,679 | $146.4K | 0.00% | +379+29.2% | Added |
| Whittier Trust Co | 1,586 | $138.3K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1,372 | $120.0K | 0.08% | −670−32.8% | Reduced |
| KBC Group NV | 1,336 | $117.0K | 0.00% | +193+16.9% | Added |
| Advisory Services Network, LLC | 1,328 | $115.8K | 0.00% | +1,328 | New |
| Huntington National Bank | 1,322 | $115.3K | 0.00% | −78−5.6% | Reduced |
| RFP Financial Group LLC | 1,222 | $106.6K | 0.04% | 00.0% | Unchanged |
| Assetmark, Inc | 1,155 | $100.7K | 0.00% | +1,155 | New |
| GAMMA Investing LLC | 1,074 | $94.9K | 0.03% | +1,074 | New |
| Spire Wealth Management | 991 | $85.0K | 0.00% | −269−21.3% | Reduced |
| Ronald Blue Trust, Inc. | 1,183 | $79.0K | 0.00% | +28+2.4% | Added |
| CWM, LLC | 865 | $75.0K | 0.00% | +332+62.3% | Added |
| Oliver Lagore Vanvalin Investment Group | 693 | $60.5K | 0.02% | −113−14.0% | Reduced |
| Principal Securities, Inc. | 688 | $60.0K | 0.00% | +688 | New |
| Laurel Wealth Advisors LLC | 552 | $48.1K | 0.01% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 550 | $48.0K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 507 | $44.2K | 0.01% | +507 | New |
| Aspire Private Capital, LLC | 453 | $39.5K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 431 | $37.6K | 0.00% | +8+1.9% | Added |
| Emerald Advisers, LLC | 407 | $35.5K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 396 | $35.0K | 0.00% | −10−2.5% | Reduced |
| Proequities, Inc. | 395 | $34.5K | 0.00% | −50−11.2% | Reduced |
| Sound Income Strategies, LLC | 370 | $32.3K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 368 | $32.1K | 0.03% | +368 | New |
| City Holding Co | 300 | $26.2K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 299 | $26.1K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 273 | $23.8K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 246 | $21.5K | 0.00% | +246 | New |
| Lee Financial Co | 245 | $21.4K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 300 | $20.1K | 0.01% | −1,420−82.6% | Reduced |
| Quent Capital, LLC | 191 | $16.7K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 191 | $16.7K | 0.00% | +191 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 171 | $14.9K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 170 | $14.8K | 0.00% | −22−11.5% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 174 | $14.6K | 0.00% | +174 | New |
| Allworth Financial LP | 158 | $13.8K | 0.00% | +38+31.7% | Added |
| Lindbrook Capital, LLC | 154 | $13.4K | 0.00% | −89−36.6% | Reduced |
| JJJ Advisors Inc. | 150 | $13.1K | 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 |
| North Star Investment Management Corp. | 140 | $12.2K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 138 | $12.0K | 0.00% | +6+4.5% | Added |
| West Tower Group, LLC | 126 | $11.0K | 0.02% | +126 | New |
| VisionPoint Advisory Group, LLC | 112 | $9.77K | 0.00% | +112 | New |
| Farther Finance Advisors, LLC | 109 | $9.51K | 0.00% | +74+211.4% | Added |
| Private Trust Co NA | 108 | $9.42K | 0.00% | +80+285.7% | Added |
| Oakworth Capital, Inc. | 105 | $9.16K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 100 | $8.72K | 0.00% | +100 | New |
| Creative Financial Designs Inc | 97 | $8.46K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 90 | $7.85K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 83 | $7.24K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 80 | $6.98K | 0.00% | −520−86.7% | Reduced |
| 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 |
| FinTrust Capital Advisors, LLC | 65 | $5.67K | 0.00% | +65 | New |
| JFS Wealth Advisors, LLC | 56 | $4.88K | 0.00% | −7−11.1% | Reduced |
| Glassman Wealth Services | 53 | $4.62K | 0.00% | −26−32.9% | Reduced |
| Bell Investment Advisors, Inc | 34 | $2.97K | 0.00% | +8+30.8% | Added |
| Bellevue Asset Management, LLC | 32 | $2.79K | 0.00% | 00.0% | Unchanged |
| 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 |
| ClariVest Asset Management LLC | 27 | $2.35K | 0.00% | +10+58.8% | Added |