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, Q2 2024
Institutional positions in Pinnacle Financial Partners, Inc. as of Jun 30, 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
- 412
- +9 vs. Q1 2024
- Shares held
- 66.8M
- −727.0K (−1.1%) vs. Q1 2024
- Total value
- $5.35B
- −$446.3M (−7.7%) vs. Q1 2024
- New holders
- 49
- 139 more added
- Sold out
- 40
- 141 more reduced
4 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Pinnacle Financial Partners, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Harbor Investment Advisory, LLC | 2 | $160 | 0.00% | +2 | New |
| Raleigh Capital Management Inc. | 5 | $400 | 0.00% | 00.0% | Unchanged |
| Innealta Capital, LLC | 5 | $400 | 0.00% | +5 | New |
| Lynx Investment Advisory | 11 | $880 | 0.00% | +11 | New |
| Glen Eagle Advisors, LLC | 11 | $883 | 0.00% | +11 | New |
| Prestige Wealth Management Group LLC | 12 | $961 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 13 | $1.04K | 0.00% | +13 | New |
| Steward Partners Investment Advisory, LLC | 15 | $1.20K | 0.00% | −385−96.3% | Reduced |
| DiNuzzo Private Wealth, Inc. | 17 | $1.36K | 0.00% | +1+6.3% | Added |
| Johnson Financial Group, Inc. | 17 | $1.36K | 0.00% | +17 | New |
| Baldwin Brothers Inc | 18 | $1.44K | 0.00% | +18 | New |
| SJS Investment Consulting Inc. | 19 | $1.52K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 19 | $1.52K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 20 | $1.60K | 0.00% | −17−45.9% | Reduced |
| CVA Family Office, LLC | 20 | $1.60K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 20 | $1.60K | 0.00% | +20 | New |
| Farmers & Merchants Investments Inc | 31 | $2.48K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 31 | $2.48K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 32 | $2.56K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 34 | $2.72K | 0.00% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 41 | $3.00K | 0.00% | +41 | New |
| JFS Wealth Advisors, LLC | 56 | $4.48K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 62 | $5.06K | 0.00% | +62 | New |
| FinTrust Capital Advisors, LLC | 65 | $5.20K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 75 | $6.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 83 | $6.64K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 84 | $6.72K | 0.00% | +84 | New |
| Central Trust Co | 90 | $7.20K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 96 | $7.68K | 0.00% | −1,448−93.8% | Reduced |
| Creative Financial Designs Inc | 97 | $7.76K | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 99 | $7.92K | 0.00% | +99 | New |
| Private Trust Co NA | 103 | $8.24K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 104 | $8.32K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 105 | $8.40K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 118 | $9.45K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 122 | $9.66K | 0.00% | +13+11.9% | Added |
| CIBC Private Wealth Group, LLC | 147 | $11.3K | 0.00% | +28+23.5% | Added |
| Anchor Investment Management, LLC | 148 | $11.8K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 149 | $11.9K | 0.00% | −16−9.7% | Reduced |
| JJJ Advisors Inc. | 150 | $12.0K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 162 | $12.5K | 0.00% | +64+65.3% | Added |
| Allworth Financial LP | 145 | $13.5K | 0.00% | −10−6.5% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 174 | $13.9K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 148 | $14.3K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 183 | $14.6K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 191 | $15.3K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 192 | $15.4K | 0.01% | +1+0.5% | Added |
| Lindbrook Capital, LLC | 196 | $15.7K | 0.00% | +42+27.3% | Added |
| Proequities, Inc. | 236 | $18.9K | 0.00% | −23−8.9% | Reduced |
| VisionPoint Advisory Group, LLC | 265 | $21.2K | 0.01% | +73+38.0% | Added |
| Umb Bank N A | 271 | $21.7K | 0.00% | −24−8.1% | Reduced |
| Rise Advisors, LLC | 300 | $24.0K | 0.01% | +1+0.3% | Added |
| City Holding Co | 300 | $24.0K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 365 | $29.2K | 0.00% | +365 | New |
| Horizon Financial Services, LLC | 368 | $29.5K | 0.02% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 370 | $29.6K | 0.00% | 00.0% | Unchanged |
| Emerald Advisers, LLC | 407 | $32.6K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 432 | $34.6K | 0.01% | +133+44.5% | Added |
| Front Row Advisors LLC | 452 | $36.2K | 0.01% | +56+14.1% | Added |
| Aspire Private Capital, LLC | 453 | $36.3K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 486 | $38.9K | 0.00% | +7+1.5% | Added |
| Ci Investments Inc. | 491 | $39.0K | 0.00% | +1+0.2% | Added |
| Global Retirement Partners, LLC | 491 | $39.3K | 0.00% | +473+2,627.8% | Added |
| Bruce G. Allen Investments, LLC | 497 | $39.8K | 0.03% | +109+28.1% | Added |
| CWM, LLC | 532 | $43.0K | 0.00% | −520−49.4% | Reduced |
| Nomura Asset Management Co Ltd | 550 | $44.0K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 552 | $44.2K | 0.01% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 615 | $49.2K | 0.02% | +615 | New |
| CoreCap Advisors, LLC | 639 | $51.1K | 0.01% | +79+14.1% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 695 | $55.6K | 0.02% | −16−2.3% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 706 | $56.5K | 0.02% | −11−1.5% | Reduced |
| Principal Securities, Inc. | 755 | $60.4K | 0.00% | +40+5.6% | Added |
| Quarry LP | 756 | $60.5K | 0.03% | +735+3,500.0% | Added |
| Mather Group, LLC. | 742 | $63.7K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 813 | $65.1K | 0.00% | −478−37.0% | Reduced |
| Covestor Ltd | 834 | $67.0K | 0.04% | −6−0.7% | Reduced |
| GAMMA Investing LLC | 853 | $68.3K | 0.01% | +180+26.7% | Added |
| Spire Wealth Management | 941 | $75.3K | 0.00% | −50−5.0% | Reduced |
| Hilltop National Bank | 1,020 | $81.6K | 0.03% | +76+8.1% | Added |
| RFP Financial Group LLC | 1,222 | $97.8K | 0.04% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,189 | $102.1K | 0.00% | +34+2.9% | Added |
| Benjamin F. Edwards & Company, Inc. | 1,400 | $112.0K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 1,420 | $113.7K | 0.02% | −300−17.4% | Reduced |
| Assetmark, Inc | 1,477 | $118.2K | 0.00% | +20+1.4% | Added |
| Whittier Trust Co | 1,586 | $126.9K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 1,989 | $159.0K | 0.00% | +303+18.0% | Added |
| Harbor Capital Advisors, Inc. | 2,005 | $160.0K | 0.01% | −55−2.7% | Reduced |
| West Paces Advisors Inc. | 2,000 | $160.1K | 0.04% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,022 | $161.9K | 0.00% | +10+0.5% | Added |
| First Horizon Advisors, Inc. | 2,064 | $165.2K | 0.01% | −23−1.1% | Reduced |
| Luken Investment Analytics, LLC | 2,080 | $166.5K | 0.08% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 2,226 | $178.2K | 0.01% | +207+10.3% | Added |
| GWM Advisors LLC | 2,322 | $185.9K | 0.00% | −29−1.2% | Reduced |
| Fifth Third Wealth Advisors LLC | 2,348 | $187.9K | 0.01% | +2,348 | New |
| NFC Investments, LLC | 2,500 | $200.0K | 0.06% | +2,500 | New |
| Foster Victor Wealth Advisors, LLC | 2,221 | $202.7K | 0.02% | +2,221 | New |
| Paloma Partners Management Co | 2,563 | $205.1K | 0.02% | +2,563 | New |
| Wedbush Securities Inc | 2,584 | $207.0K | 0.01% | +2,584 | New |