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 |
|---|---|---|---|---|---|
| Provident Wealth Management, LLC | 2,740 | $235.3K | 0.09% | −55−2.0% | Reduced |
| Diametric Capital, LP | 2,732 | $234.6K | 0.13% | +2,732 | New |
| Aptus Capital Advisors, LLC | 2,688 | $230.8K | 0.00% | 00.0% | Unchanged |
| National Asset Management, Inc. | 3,412 | $228.8K | 0.01% | +751+28.2% | Added |
| UMA Financial Services, Inc. | 2,826 | $223.1K | 0.05% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 2,588 | $222.0K | 0.02% | −9,718−79.0% | Reduced |
| Jackson Square Capital, LLC | 2,581 | $221.7K | 0.06% | −122−4.5% | Reduced |
| Qube Research & Technologies Ltd | 2,532 | $217.4K | 0.00% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 2,477 | $212.7K | 0.00% | −280−10.2% | Reduced |
| WMG Financial Advisors, LLC | 2,433 | $208.9K | 0.12% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 2,424 | $208.2K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 2,351 | $201.9K | 0.00% | +672+40.0% | Added |
| Glenmede Trust Co NA | 2,340 | $201.0K | 0.00% | −200−7.9% | Reduced |
| First Horizon Advisors, Inc. | 2,087 | $179.2K | 0.01% | −35−1.6% | Reduced |
| Luken Investment Analytics, LLC | 2,080 | $178.6K | 0.09% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 2,060 | $177.0K | 0.02% | −3−0.1% | Reduced |
| Venturi Wealth Management, LLC | 2,019 | $173.4K | 0.01% | +19+1.0% | Added |
| Parallel Advisors, LLC | 2,012 | $172.8K | 0.00% | +65+3.3% | Added |
| 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 |
| Tower Research Capital LLC (TRC) | 1,918 | $164.7K | 0.00% | −3,487−64.5% | Reduced |
| Shell Asset Management Co | 2,001 | $160.0K | 0.01% | −155−7.2% | Reduced |
| Beacon Capital Management, LLC | 1,720 | $147.7K | 0.03% | +1,420+473.3% | Added |
| KBC Group NV | 1,686 | $145.0K | 0.00% | +350+26.2% | Added |
| Whittier Trust Co | 1,586 | $136.2K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 1,544 | $132.6K | 0.03% | +1,544 | New |
| Assetmark, Inc | 1,457 | $125.1K | 0.00% | +302+26.1% | Added |
| Benjamin F. Edwards & Company, Inc. | 1,400 | $120.0K | 0.00% | −1,000−41.7% | Reduced |
| Huntington National Bank | 1,291 | $110.9K | 0.00% | −31−2.3% | Reduced |
| RFP Financial Group LLC | 1,222 | $104.9K | 0.04% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,155 | $99.2K | 0.00% | −28−2.4% | Reduced |
| CWM, LLC | 1,052 | $90.0K | 0.00% | +187+21.6% | Added |
| Spire Wealth Management | 991 | $85.1K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 944 | $81.1K | 0.03% | +944 | New |
| Covestor Ltd | 840 | $72.0K | 0.05% | −532−38.8% | Reduced |
| Mather Group, LLC. | 742 | $64.7K | 0.00% | +742 | New |
| Oliver Lagore Vanvalin Investment Group | 717 | $61.6K | 0.02% | +24+3.5% | Added |
| Principal Securities, Inc. | 715 | $61.4K | 0.00% | +27+3.9% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 711 | $61.1K | 0.02% | +540+315.8% | Added |
| GAMMA Investing LLC | 673 | $57.8K | 0.01% | −401−37.3% | Reduced |
| CoreCap Advisors, LLC | 560 | $48.1K | 0.00% | +560 | New |
| Laurel Wealth Advisors LLC | 552 | $47.4K | 0.01% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 550 | $47.2K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 507 | $43.5K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 490 | $42.0K | 0.00% | +94+23.7% | Added |
| Fifth Third Bancorp | 479 | $41.1K | 0.00% | +48+11.1% | Added |
| Aspire Private Capital, LLC | 453 | $38.9K | 0.01% | 00.0% | Unchanged |
| Fernwood Investment Management, LLC | 421 | $36.2K | 0.01% | +421 | New |
| Emerald Advisers, LLC | 407 | $35.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 400 | $34.4K | 0.00% | +300+300.0% | Added |
| Front Row Advisors LLC | 396 | $34.0K | 0.01% | +396 | New |
| Bruce G. Allen Investments, LLC | 388 | $33.3K | 0.03% | +20+5.4% | Added |
| Sound Income Strategies, LLC | 370 | $31.8K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 368 | $31.6K | 0.02% | +368 | New |
| City Holding Co | 300 | $25.8K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 299 | $25.7K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 299 | $25.7K | 0.01% | +299 | New |
| Umb Bank N A | 295 | $25.3K | 0.00% | +22+8.1% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 289 | $24.8K | 0.00% | +289 | New |
| Proequities, Inc. | 259 | $22.2K | 0.00% | −136−34.4% | Reduced |
| VisionPoint Advisory Group, LLC | 192 | $16.5K | 0.01% | +80+71.4% | Added |
| Scarborough Advisors, LLC | 191 | $16.4K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 191 | $16.4K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 183 | $15.7K | 0.00% | +13+7.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 174 | $14.9K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 165 | $14.2K | 0.00% | +27+19.6% | Added |
| Allworth Financial LP | 155 | $13.3K | 0.00% | −3−1.9% | Reduced |
| Lindbrook Capital, LLC | 154 | $13.2K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 150 | $12.9K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 148 | $12.7K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 148 | $11.9K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 118 | $10.1K | 0.00% | +118 | New |
| CIBC Private Wealth Group, LLC | 119 | $9.94K | 0.00% | +119 | New |
| Farther Finance Advisors, LLC | 109 | $9.11K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 105 | $9.02K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 104 | $8.93K | 0.00% | −36−25.7% | Reduced |
| Private Trust Co NA | 103 | $8.85K | 0.00% | −5−4.6% | Reduced |
| Smartleaf Asset Management LLC | 98 | $8.39K | 0.00% | +98 | New |
| Creative Financial Designs Inc | 97 | $8.33K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 90 | $7.73K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 83 | $7.13K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 75 | $6.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 65 | $5.58K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 56 | $4.81K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 44 | $3.78K | 0.00% | +44 | New |
| ClariVest Asset Management LLC | 37 | $3.18K | 0.00% | +10+37.0% | Added |
| Bell Investment Advisors, Inc | 34 | $2.92K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 32 | $2.75K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 31 | $2.66K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 31 | $2.66K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 25 | $2.15K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 23 | $2.00K | 0.00% | +6+35.3% | Added |
| Quarry LP | 21 | $1.80K | 0.00% | +21 | New |
| CVA Family Office, LLC | 20 | $1.72K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 19 | $1.63K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 19 | $1.63K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 18 | $1.55K | 0.00% | +11+157.1% | Added |
| Denali Advisors LLC | 18 | $1.55K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 16 | $1.38K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 15 | $1.29K | 0.00% | +15 | New |