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 |
|---|---|---|---|---|---|
| Colony Group, LLC | 3,291 | $322.5K | 0.00% | +35+1.1% | Added |
| Quadrant Capital Group LLC | 3,226 | $316.1K | 0.02% | +37+1.2% | Added |
| Kelman-Lazarov, Inc. | 3,180 | $311.5K | 0.05% | +3,180 | New |
| Shelton Capital Management | 3,099 | $303.6K | 0.01% | 00.0% | Unchanged |
| Shayne & Co., LLC | 3,000 | $293.9K | 0.07% | 00.0% | Unchanged |
| Toroso Investments, LLC | 2,961 | $290.1K | 0.00% | −56−1.9% | Reduced |
| Evergreen Capital Management LLC | 2,905 | $284.6K | 0.01% | +241+9.0% | Added |
| Jackson Square Capital, LLC | 2,900 | $284.1K | 0.07% | +2,900 | New |
| Provident Wealth Management, LLC | 2,740 | $268.4K | 0.09% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 2,676 | $262.2K | 0.01% | +450+20.2% | Added |
| Systematic Financial Management LP | 2,666 | $261.2K | 0.01% | +2,666 | New |
| Guggenheim Capital LLC | 2,610 | $255.7K | 0.00% | −2,735−51.2% | Reduced |
| HB Wealth Management, LLC | 2,528 | $247.7K | 0.00% | +2,528 | New |
| Advisors Asset Management, Inc. | 2,437 | $238.8K | 0.00% | −2,117−46.5% | Reduced |
| WMG Financial Advisors, LLC | 2,433 | $238.4K | 0.11% | +2,433 | New |
| Fifth Third Wealth Advisors LLC | 2,400 | $235.1K | 0.01% | +52+2.2% | Added |
| National Asset Management, Inc. | 2,382 | $229.0K | 0.01% | +2,382 | New |
| KBC Group NV | 2,315 | $227.0K | 0.00% | +326+16.4% | Added |
| CIBC Asset Management Inc | 2,295 | $224.8K | 0.00% | +2,295 | New |
| Legacy Financial Advisors, Inc. | 2,292 | $224.5K | 0.04% | +2,292 | New |
| Selective Wealth Management, Inc. | 2,347 | $220.5K | 0.09% | +2,347 | New |
| Forum Financial Management, LP | 2,227 | $218.2K | 0.00% | +2,227 | New |
| NFC Investments, LLC | 2,200 | $216.0K | 0.06% | −300−12.0% | Reduced |
| Omers Administration Corp | 2,200 | $215.5K | 0.00% | +2,200 | New |
| Glenmede Trust Co NA | 2,195 | $215.0K | 0.00% | +2,195 | New |
| United Capital Financial Advisers, LLC | 2,146 | $210.2K | 0.00% | +2,146 | New |
| Baron Wealth Management LLC | 2,075 | $203.3K | 0.10% | +2,075 | New |
| CWA Asset Management Group, LLC | 2,070 | $202.8K | 0.01% | +2,070 | New |
| Infrastructure Capital Advisors, LLC | 2,065 | $202.3K | 0.03% | +2,065 | New |
| BFSG, LLC | 2,054 | $201.2K | 0.02% | −913−30.8% | Reduced |
| Parallel Advisors, LLC | 2,036 | $199.5K | 0.00% | +14+0.7% | Added |
| Harbor Capital Advisors, Inc. | 1,934 | $189.0K | 0.01% | −71−3.5% | Reduced |
| Jones Financial Companies LLLP | 1,933 | $186.9K | 0.00% | +1,933 | New |
| Shell Asset Management Co | 1,894 | $186.0K | 0.01% | +1,894 | New |
| 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 |
| Assetmark, Inc | 1,653 | $161.9K | 0.00% | +176+11.9% | Added |
| Whittier Trust Co | 1,586 | $155.4K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,436 | $140.7K | 0.00% | −886−38.2% | Reduced |
| Northwest & Ethical Investments L.P. | 1,400 | $137.2K | 0.00% | +1,400 | New |
| Fifth Third Bancorp | 1,191 | $116.7K | 0.00% | +705+145.1% | Added |
| Ronald Blue Trust, Inc. | 1,315 | $105.3K | 0.00% | +126+10.6% | Added |
| Hilltop National Bank | 1,020 | $99.9K | 0.03% | 00.0% | Unchanged |
| GAMMA Investing LLC | 994 | $97.4K | 0.01% | +141+16.5% | Added |
| Oliver Lagore Vanvalin Investment Group | 808 | $79.2K | 0.02% | +102+14.4% | Added |
| Huntington National Bank | 769 | $75.3K | 0.00% | −44−5.4% | Reduced |
| Covestor Ltd | 764 | $75.0K | 0.05% | −70−8.4% | Reduced |
| Principal Securities, Inc. | 717 | $70.2K | 0.00% | −38−5.0% | Reduced |
| Skopos Labs, Inc. | 713 | $69.9K | 0.02% | +713 | New |
| Spire Wealth Management | 712 | $69.8K | 0.00% | −229−24.3% | Reduced |
| Mather Group, LLC. | 653 | $64.0K | 0.00% | −89−12.0% | Reduced |
| Catalyst Funds Management Pty Ltd | 600 | $58.8K | 0.01% | +600 | New |
| CWM, LLC | 594 | $58.0K | 0.00% | +62+11.7% | Added |
| Ci Investments Inc. | 585 | $57.0K | 0.00% | +94+19.1% | Added |
| Laurel Wealth Advisors LLC | 552 | $54.1K | 0.01% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 550 | $53.9K | 0.00% | 00.0% | Unchanged |
| Values First Advisors, Inc. | 503 | $49.2K | 0.03% | +503 | New |
| Bruce G. Allen Investments, LLC | 502 | $49.2K | 0.04% | +5+1.0% | Added |
| Umb Bank N A | 497 | $48.7K | 0.00% | +226+83.4% | Added |
| Global Retirement Partners, LLC | 494 | $48.4K | 0.00% | +3+0.6% | Added |
| Versant Capital Management, Inc | 476 | $46.6K | 0.01% | +44+10.2% | Added |
| Aspire Private Capital, LLC | 453 | $44.4K | 0.01% | 00.0% | Unchanged |
| Emerald Advisers, LLC | 407 | $39.9K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 370 | $36.2K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 368 | $36.1K | 0.02% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 363 | $35.1K | 0.00% | +201+124.1% | Added |
| Ashton Thomas Securities, LLC | 310 | $30.4K | 0.01% | +310 | New |
| Rise Advisors, LLC | 301 | $29.4K | 0.01% | +1+0.3% | Added |
| City Holding Co | 300 | $29.4K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 236 | $23.1K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 231 | $22.6K | 0.00% | +231 | New |
| Lindbrook Capital, LLC | 223 | $21.8K | 0.00% | +27+13.8% | Added |
| Geneos Wealth Management Inc. | 198 | $19.4K | 0.00% | +198 | New |
| Quent Capital, LLC | 191 | $18.7K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 183 | $17.9K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 180 | $17.6K | 0.00% | +35+24.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 174 | $17.0K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 171 | $16.8K | 0.00% | −524−75.4% | Reduced |
| Farther Finance Advisors, LLC | 154 | $15.1K | 0.00% | +32+26.2% | Added |
| LRI Investments, LLC | 118 | $14.6K | 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 |
| CIBC Private Wealth Group, LLC | 147 | $14.4K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 140 | $13.7K | 0.00% | −9−6.0% | Reduced |
| CVA Family Office, LLC | 123 | $12.1K | 0.00% | +103+515.0% | Added |
| CoreCap Advisors, LLC | 115 | $11.3K | 0.00% | −524−82.0% | Reduced |
| Oakworth Capital, Inc. | 105 | $10.3K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 104 | $10.2K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 103 | $10.1K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 90 | $8.82K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 88 | $8.62K | 0.00% | −3,000−97.2% | Reduced |
| Twin Tree Management, LP | 85 | $8.33K | 0.00% | +85 | New |
| Clearstead Advisors, LLC | 84 | $8.23K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 83 | $8.13K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 74 | $7.25K | 0.00% | −23−23.7% | Reduced |
| FinTrust Capital Advisors, LLC | 65 | $6.37K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 58 | $5.68K | 0.00% | +2+3.6% | Added |
| Financial Network Wealth Advisors LLC | 50 | $4.90K | 0.00% | −12−19.4% | Reduced |
| Chilton Capital Management LLC | 46 | $4.51K | 0.00% | −9,349−99.5% | Reduced |
| Cohen & Steers, Inc. | 41 | $4.00K | 0.00% | 00.0% | Unchanged |