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, Q1 2024
Institutional positions in Pinnacle Financial Partners, Inc. as of Mar 31, 2024. 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
- 407
- −6 vs. Q4 2023
- Shares held
- 67.7M
- +277.1K (+0.4%) vs. Q4 2023
- Total value
- $5.81B
- −$70.1M (−1.2%) vs. Q4 2023
- New holders
- 41
- 119 more added
- Sold out
- 47
- 154 more reduced
6 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Pinnacle Financial Partners, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Financial Management Professionals, Inc. | 3 | $0 | 0.00% | +3 | New |
| TFC Financial Management | 1 | $86 | 0.00% | +1 | New |
| Tfo-TDC, LLC | 3 | $258 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 5 | $429 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 12 | $1.03K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 14 | $1.20K | 0.00% | +14 | New |
| Quest Partners LLC | 15 | $1.29K | 0.00% | +15 | New |
| DiNuzzo Private Wealth, Inc. | 16 | $1.38K | 0.00% | 00.0% | Unchanged |
| Denali Advisors LLC | 18 | $1.55K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 18 | $1.55K | 0.00% | +11+157.1% | Added |
| SJS Investment Consulting Inc. | 19 | $1.63K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 19 | $1.63K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 20 | $1.72K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 21 | $1.80K | 0.00% | +21 | New |
| Avion Wealth | 23 | $2.00K | 0.00% | +6+35.3% | Added |
| Cullen/Frost Bankers, Inc. | 25 | $2.15K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 31 | $2.66K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 31 | $2.66K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 32 | $2.75K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 34 | $2.92K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 37 | $3.18K | 0.00% | +10+37.0% | Added |
| Pacific Capital Wealth Advisors, Inc | 44 | $3.78K | 0.00% | +44 | New |
| JFS Wealth Advisors, LLC | 56 | $4.81K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 65 | $5.58K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 75 | $6.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 83 | $7.13K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 90 | $7.73K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 97 | $8.33K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 98 | $8.39K | 0.00% | +98 | New |
| Private Trust Co NA | 103 | $8.85K | 0.00% | −5−4.6% | Reduced |
| North Star Investment Management Corp. | 104 | $8.93K | 0.00% | −36−25.7% | Reduced |
| Oakworth Capital, Inc. | 105 | $9.02K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 109 | $9.11K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 119 | $9.94K | 0.00% | +119 | New |
| LRI Investments, LLC | 118 | $10.1K | 0.00% | +118 | New |
| DecisionPoint Financial, LLC | 148 | $11.9K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 148 | $12.7K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 150 | $12.9K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 154 | $13.2K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 155 | $13.3K | 0.00% | −3−1.9% | Reduced |
| Massmutual Trust Co FSB | 165 | $14.2K | 0.00% | +27+19.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 174 | $14.9K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 183 | $15.7K | 0.00% | +13+7.6% | Added |
| Quent Capital, LLC | 191 | $16.4K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 191 | $16.4K | 0.01% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 192 | $16.5K | 0.01% | +80+71.4% | Added |
| Proequities, Inc. | 259 | $22.2K | 0.00% | −136−34.4% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 289 | $24.8K | 0.00% | +289 | New |
| Umb Bank N A | 295 | $25.3K | 0.00% | +22+8.1% | Added |
| Versant Capital Management, Inc | 299 | $25.7K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 299 | $25.7K | 0.01% | +299 | New |
| City Holding Co | 300 | $25.8K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 368 | $31.6K | 0.02% | +368 | New |
| Sound Income Strategies, LLC | 370 | $31.8K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 388 | $33.3K | 0.03% | +20+5.4% | Added |
| Front Row Advisors LLC | 396 | $34.0K | 0.01% | +396 | New |
| Steward Partners Investment Advisory, LLC | 400 | $34.4K | 0.00% | +300+300.0% | Added |
| Emerald Advisers, LLC | 407 | $35.0K | 0.00% | 00.0% | Unchanged |
| Fernwood Investment Management, LLC | 421 | $36.2K | 0.01% | +421 | New |
| Aspire Private Capital, LLC | 453 | $38.9K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 479 | $41.1K | 0.00% | +48+11.1% | Added |
| Ci Investments Inc. | 490 | $42.0K | 0.00% | +94+23.7% | Added |
| ICA Group Wealth Management, LLC | 507 | $43.5K | 0.01% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 550 | $47.2K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 552 | $47.4K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 560 | $48.1K | 0.00% | +560 | New |
| GAMMA Investing LLC | 673 | $57.8K | 0.01% | −401−37.3% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 711 | $61.1K | 0.02% | +540+315.8% | Added |
| Principal Securities, Inc. | 715 | $61.4K | 0.00% | +27+3.9% | Added |
| Oliver Lagore Vanvalin Investment Group | 717 | $61.6K | 0.02% | +24+3.5% | Added |
| Mather Group, LLC. | 742 | $64.7K | 0.00% | +742 | New |
| Covestor Ltd | 840 | $72.0K | 0.05% | −532−38.8% | Reduced |
| Hilltop National Bank | 944 | $81.1K | 0.03% | +944 | New |
| Spire Wealth Management | 991 | $85.1K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,052 | $90.0K | 0.00% | +187+21.6% | Added |
| Ronald Blue Trust, Inc. | 1,155 | $99.2K | 0.00% | −28−2.4% | Reduced |
| RFP Financial Group LLC | 1,222 | $104.9K | 0.04% | 00.0% | Unchanged |
| Huntington National Bank | 1,291 | $110.9K | 0.00% | −31−2.3% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 1,400 | $120.0K | 0.00% | −1,000−41.7% | Reduced |
| Assetmark, Inc | 1,457 | $125.1K | 0.00% | +302+26.1% | Added |
| Headlands Technologies LLC | 1,544 | $132.6K | 0.03% | +1,544 | New |
| Whittier Trust Co | 1,586 | $136.2K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 1,686 | $145.0K | 0.00% | +350+26.2% | Added |
| Beacon Capital Management, LLC | 1,720 | $147.7K | 0.03% | +1,420+473.3% | Added |
| Shell Asset Management Co | 2,001 | $160.0K | 0.01% | −155−7.2% | Reduced |
| Tower Research Capital LLC (TRC) | 1,918 | $164.7K | 0.00% | −3,487−64.5% | Reduced |
| West Paces Advisors Inc. | 2,000 | $171.8K | 0.05% | −500−20.0% | Reduced |
| Criterion Capital Advisors, LLC | 2,000 | $171.8K | 0.11% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,012 | $172.8K | 0.00% | +65+3.3% | Added |
| Venturi Wealth Management, LLC | 2,019 | $173.4K | 0.01% | +19+1.0% | Added |
| Harbor Capital Advisors, Inc. | 2,060 | $177.0K | 0.02% | −3−0.1% | Reduced |
| Luken Investment Analytics, LLC | 2,080 | $178.6K | 0.09% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 2,087 | $179.2K | 0.01% | −35−1.6% | Reduced |
| Glenmede Trust Co NA | 2,340 | $201.0K | 0.00% | −200−7.9% | Reduced |
| GWM Advisors LLC | 2,351 | $201.9K | 0.00% | +672+40.0% | Added |
| Evergreen Capital Management LLC | 2,424 | $208.2K | 0.01% | 00.0% | Unchanged |
| WMG Financial Advisors, LLC | 2,433 | $208.9K | 0.12% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 2,477 | $212.7K | 0.00% | −280−10.2% | Reduced |
| Qube Research & Technologies Ltd | 2,532 | $217.4K | 0.00% | 00.0% | Unchanged |