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, Q3 2024
Institutional positions in Pinnacle Financial Partners, Inc. as of Sep 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
- 423
- +14 vs. Q2 2024
- Shares held
- 68.2M
- +8.23M (+13.7%) vs. Q2 2024
- Total value
- $6.68B
- +$1.88B (+39.1%) vs. Q2 2024
- New holders
- 57
- 134 more added
- Sold out
- 43
- 146 more reduced
3 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Pinnacle Financial Partners, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Harvest Fund Management Co., Ltd | 1 | $0 | 0.00% | +1 | New |
| First Personal Financial Services | 2 | $196 | 0.00% | +2 | New |
| Raleigh Capital Management Inc. | 5 | $490 | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 6 | $588 | 0.00% | +6 | New |
| TD Private Client Wealth LLC | 10 | $980 | 0.00% | +10 | New |
| Capital Advisors, Ltd. LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 17 | $1.00K | 0.00% | −6−26.1% | Reduced |
| Glen Eagle Advisors, LLC | 11 | $1.08K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 12 | $1.18K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 20 | $1.60K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 18 | $1.76K | 0.00% | −1−5.3% | Reduced |
| DiNuzzo Private Wealth, Inc. | 18 | $1.76K | 0.00% | +1+5.9% | Added |
| Provenance Wealth Advisors, LLC | 19 | $1.86K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 19 | $1.86K | 0.00% | +19 | New |
| IFP Advisors, Inc | 20 | $1.96K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 21 | $2.06K | 0.00% | +8+61.5% | Added |
| Beacon Capital Management, LLC | 22 | $2.15K | 0.00% | −1,398−98.5% | Reduced |
| Farmers & Merchants Investments Inc | 31 | $3.04K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 31 | $3.04K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 32 | $3.13K | 0.00% | 00.0% | Unchanged |
| Reston Wealth Management LLC | 32 | $3.13K | 0.00% | +32 | New |
| Bell Investment Advisors, Inc | 34 | $3.33K | 0.00% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 41 | $4.00K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 45 | $4.00K | 0.00% | +45 | New |
| Chilton Capital Management LLC | 46 | $4.51K | 0.00% | −9,349−99.5% | Reduced |
| Financial Network Wealth Advisors LLC | 50 | $4.90K | 0.00% | −12−19.4% | Reduced |
| JFS Wealth Advisors, LLC | 58 | $5.68K | 0.00% | +2+3.6% | Added |
| FinTrust Capital Advisors, LLC | 65 | $6.37K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 74 | $7.25K | 0.00% | −23−23.7% | Reduced |
| Washington Trust Advisors, Inc. | 83 | $8.13K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 84 | $8.23K | 0.00% | 00.0% | Unchanged |
| Twin Tree Management, LP | 85 | $8.33K | 0.00% | +85 | New |
| Nisa Investment Advisors, LLC | 88 | $8.62K | 0.00% | −3,000−97.2% | Reduced |
| Central Trust Co | 90 | $8.82K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 103 | $10.1K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 104 | $10.2K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 105 | $10.3K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 115 | $11.3K | 0.00% | −524−82.0% | Reduced |
| CVA Family Office, LLC | 123 | $12.1K | 0.00% | +103+515.0% | Added |
| Massmutual Trust Co FSB | 140 | $13.7K | 0.00% | −9−6.0% | Reduced |
| CIBC Private Wealth Group, LLC | 147 | $14.4K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 148 | $14.5K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 148 | $14.5K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 118 | $14.6K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 154 | $15.1K | 0.00% | +32+26.2% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 171 | $16.8K | 0.00% | −524−75.4% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 174 | $17.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 180 | $17.6K | 0.00% | +35+24.1% | Added |
| Parkside Financial Bank & Trust | 183 | $17.9K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 191 | $18.7K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 198 | $19.4K | 0.00% | +198 | New |
| Lindbrook Capital, LLC | 223 | $21.8K | 0.00% | +27+13.8% | Added |
| GeoWealth Management, LLC | 231 | $22.6K | 0.00% | +231 | New |
| Proequities, Inc. | 236 | $23.1K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 300 | $29.4K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 301 | $29.4K | 0.01% | +1+0.3% | Added |
| Ashton Thomas Securities, LLC | 310 | $30.4K | 0.01% | +310 | New |
| Smartleaf Asset Management LLC | 363 | $35.1K | 0.00% | +201+124.1% | Added |
| Horizon Financial Services, LLC | 368 | $36.1K | 0.02% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 370 | $36.2K | 0.00% | 00.0% | Unchanged |
| Emerald Advisers, LLC | 407 | $39.9K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 453 | $44.4K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 476 | $46.6K | 0.01% | +44+10.2% | Added |
| Global Retirement Partners, LLC | 494 | $48.4K | 0.00% | +3+0.6% | Added |
| Umb Bank N A | 497 | $48.7K | 0.00% | +226+83.4% | Added |
| Bruce G. Allen Investments, LLC | 502 | $49.2K | 0.04% | +5+1.0% | Added |
| Values First Advisors, Inc. | 503 | $49.2K | 0.03% | +503 | New |
| Nomura Asset Management Co Ltd | 550 | $53.9K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 552 | $54.1K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 585 | $57.0K | 0.00% | +94+19.1% | Added |
| CWM, LLC | 594 | $58.0K | 0.00% | +62+11.7% | Added |
| Catalyst Funds Management Pty Ltd | 600 | $58.8K | 0.01% | +600 | New |
| Mather Group, LLC. | 653 | $64.0K | 0.00% | −89−12.0% | Reduced |
| Spire Wealth Management | 712 | $69.8K | 0.00% | −229−24.3% | Reduced |
| Skopos Labs, Inc. | 713 | $69.9K | 0.02% | +713 | New |
| Principal Securities, Inc. | 717 | $70.2K | 0.00% | −38−5.0% | Reduced |
| Covestor Ltd | 764 | $75.0K | 0.05% | −70−8.4% | Reduced |
| Huntington National Bank | 769 | $75.3K | 0.00% | −44−5.4% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 808 | $79.2K | 0.02% | +102+14.4% | Added |
| GAMMA Investing LLC | 994 | $97.4K | 0.01% | +141+16.5% | Added |
| Hilltop National Bank | 1,020 | $99.9K | 0.03% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,315 | $105.3K | 0.00% | +126+10.6% | Added |
| Fifth Third Bancorp | 1,191 | $116.7K | 0.00% | +705+145.1% | Added |
| Northwest & Ethical Investments L.P. | 1,400 | $137.2K | 0.00% | +1,400 | New |
| GWM Advisors LLC | 1,436 | $140.7K | 0.00% | −886−38.2% | Reduced |
| Whittier Trust Co | 1,586 | $155.4K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 1,653 | $161.9K | 0.00% | +176+11.9% | Added |
| West Paces Advisors Inc. | 1,800 | $176.3K | 0.04% | −200−10.0% | Reduced |
| Danske Bank A/S | 1,800 | $176.3K | 0.00% | +1,800 | New |
| Shell Asset Management Co | 1,894 | $186.0K | 0.01% | +1,894 | New |
| Jones Financial Companies LLLP | 1,933 | $186.9K | 0.00% | +1,933 | New |
| Harbor Capital Advisors, Inc. | 1,934 | $189.0K | 0.01% | −71−3.5% | Reduced |
| Parallel Advisors, LLC | 2,036 | $199.5K | 0.00% | +14+0.7% | Added |
| BFSG, LLC | 2,054 | $201.2K | 0.02% | −913−30.8% | Reduced |
| Infrastructure Capital Advisors, LLC | 2,065 | $202.3K | 0.03% | +2,065 | New |
| CWA Asset Management Group, LLC | 2,070 | $202.8K | 0.01% | +2,070 | New |
| Baron Wealth Management LLC | 2,075 | $203.3K | 0.10% | +2,075 | New |
| United Capital Financial Advisers, LLC | 2,146 | $210.2K | 0.00% | +2,146 | New |
| Glenmede Trust Co NA | 2,195 | $215.0K | 0.00% | +2,195 | New |
| Omers Administration Corp | 2,200 | $215.5K | 0.00% | +2,200 | New |