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, Q4 2024
Institutional positions in Pinnacle Financial Partners, Inc. as of Dec 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
- 465
- +50 vs. Q3 2024
- Shares held
- 69.4M
- +1.67M (+2.5%) vs. Q3 2024
- Total value
- $7.93B
- +$1.31B (+19.7%) vs. Q3 2024
- New holders
- 86
- 134 more added
- Sold out
- 36
- 166 more reduced
8 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Pinnacle Financial Partners, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Harvest Fund Management Co., Ltd | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 2 | $229 | 0.00% | +2 | New |
| NewSquare Capital LLC | 3 | $343 | 0.00% | +3 | New |
| Larson Financial Group LLC | 3 | $343 | 0.00% | +3 | New |
| Parkworth Wealth Management, Inc. | 3 | $343 | 0.00% | +3 | New |
| AdvisorNet Financial, Inc | 4 | $458 | 0.00% | +4 | New |
| Raleigh Capital Management Inc. | 5 | $572 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 5 | $572 | 0.00% | +5 | New |
| NBC Securities, Inc. | 7 | $869 | 0.08% | −7,512−99.9% | Reduced |
| Amundi | 8 | $924 | 0.00% | +8 | New |
| Capital Advisors, Ltd. LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 10 | $1.14K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 11 | $1.26K | 0.00% | +11 | New |
| Glen Eagle Advisors, LLC | 11 | $1.27K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 12 | $1.37K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 12 | $1.37K | 0.00% | +12 | New |
| Fortitude Family Office, LLC | 14 | $1.60K | 0.00% | −5−26.3% | Reduced |
| SJS Investment Consulting Inc. | 15 | $1.72K | 0.00% | −3−16.7% | Reduced |
| DiNuzzo Private Wealth, Inc. | 17 | $1.95K | 0.00% | −1−5.6% | Reduced |
| Provenance Wealth Advisors, LLC | 19 | $2.17K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 20 | $2.29K | 0.00% | +20 | New |
| TD Capital Management LLC | 20 | $2.29K | 0.00% | +20 | New |
| Bokf, NA | 22 | $2.47K | 0.00% | +22 | New |
| Transce3nd, LLC | 22 | $2.52K | 0.00% | +22 | New |
| New Wave Wealth Advisors LLC | 23 | $2.63K | 0.00% | +23 | New |
| Private Wealth Management Group, LLC | 30 | $3.43K | 0.00% | −1−3.2% | Reduced |
| SRS Capital Advisors, Inc. | 30 | $3.43K | 0.00% | +9+42.9% | Added |
| Farmers & Merchants Investments Inc | 31 | $3.55K | 0.00% | 00.0% | Unchanged |
| Fedenia Advisers LLC | 31 | $3.55K | 0.00% | +31 | New |
| Bellevue Asset Management, LLC | 32 | $3.66K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 32 | $3.66K | 0.00% | +32 | New |
| North Star Investment Management Corp. | 34 | $3.89K | 0.00% | −70−67.3% | Reduced |
| Bell Investment Advisors, Inc | 34 | $3.89K | 0.00% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 41 | $5.00K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 53 | $6.06K | 0.00% | +53 | New |
| IFP Advisors, Inc | 30 | $6.63K | 0.00% | +10+50.0% | Added |
| JFS Wealth Advisors, LLC | 58 | $6.63K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 73 | $8.00K | 0.00% | +28+62.2% | Added |
| Creative Financial Designs Inc | 74 | $8.46K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 80 | $9.15K | 0.01% | −10,534−99.2% | Reduced |
| MCF Advisors LLC | 82 | $9.38K | 0.00% | +82 | New |
| Washington Trust Advisors, Inc. | 83 | $9.49K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 84 | $9.61K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 88 | $10.1K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 90 | $10.3K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 105 | $12.0K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 106 | $12.1K | 0.00% | +106 | New |
| LRI Investments, LLC | 118 | $13.5K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 123 | $14.0K | 0.01% | −641−83.9% | Reduced |
| CVA Family Office, LLC | 123 | $14.1K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 143 | $16.4K | 0.00% | +3+2.1% | Added |
| CIBC Private Wealth Group, LLC | 144 | $16.6K | 0.00% | −3−2.0% | Reduced |
| Anchor Investment Management, LLC | 148 | $16.9K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 148 | $16.9K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 149 | $17.0K | 0.00% | +46+44.7% | Added |
| CoreCap Advisors, LLC | 150 | $17.2K | 0.00% | +35+30.4% | Added |
| Proequities, Inc. | 149 | $18.2K | 0.00% | −87−36.9% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 174 | $20.1K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 176 | $20.1K | 0.01% | +5+2.9% | Added |
| Caitong International Asset Management Co., Ltd | 176 | $20.1K | 0.02% | +176 | New |
| Farther Finance Advisors, LLC | 180 | $20.6K | 0.00% | +26+16.9% | Added |
| Parkside Financial Bank & Trust | 183 | $20.9K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 191 | $21.8K | 0.00% | −32−14.3% | Reduced |
| Quent Capital, LLC | 191 | $21.8K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 180 | $22.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 198 | $22.6K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 200 | $22.9K | 0.00% | +200 | New |
| GeoWealth Management, LLC | 259 | $29.6K | 0.00% | +28+12.1% | Added |
| City Holding Co | 300 | $34.3K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 301 | $34.4K | 0.02% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 368 | $42.1K | 0.02% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 373 | $42.4K | 0.00% | +10+2.8% | Added |
| Emerald Advisers, LLC | 407 | $46.6K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 476 | $54.5K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 492 | $56.3K | 0.00% | −220−30.9% | Reduced |
| Global Retirement Partners, LLC | 494 | $56.5K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 501 | $57.3K | 0.05% | −1−0.2% | Reduced |
| Nomura Asset Management Co Ltd | 550 | $62.9K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 552 | $63.1K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 613 | $70.0K | 0.00% | +19+3.2% | Added |
| Ci Investments Inc. | 611 | $70.0K | 0.00% | +26+4.4% | Added |
| Mather Group, LLC. | 653 | $74.7K | 0.00% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 678 | $77.6K | 0.05% | +678 | New |
| Skopos Labs, Inc. | 717 | $82.0K | 0.02% | +4+0.6% | Added |
| Umb Bank N A | 736 | $84.2K | 0.00% | +239+48.1% | Added |
| Principal Securities, Inc. | 808 | $92.4K | 0.00% | +91+12.7% | Added |
| Huntington National Bank | 830 | $94.9K | 0.00% | +61+7.9% | Added |
| Trust Co of Vermont | 850 | $97.2K | 0.00% | +850 | New |
| Hilltop National Bank | 955 | $109.2K | 0.03% | −65−6.4% | Reduced |
| BFSG, LLC | 955 | $109.2K | 0.01% | −1,099−53.5% | Reduced |
| GAMMA Investing LLC | 1,065 | $121.8K | 0.01% | +71+7.1% | Added |
| Fifth Third Bancorp | 1,078 | $123.3K | 0.00% | −113−9.5% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 1,137 | $130.1K | 0.03% | +329+40.7% | Added |
| Ronald Blue Trust, Inc. | 1,155 | $132.1K | 0.00% | −160−12.2% | Reduced |
| West Paces Advisors Inc. | 1,300 | $148.7K | 0.04% | −500−27.8% | Reduced |
| GWM Advisors LLC | 1,436 | $164.3K | 0.00% | 00.0% | Unchanged |
| Values First Advisors, Inc. | 1,458 | $166.7K | 0.09% | +955+189.9% | Added |
| Harbor Capital Advisors, Inc. | 1,527 | $175.0K | 0.01% | −407−21.0% | Reduced |
| Whittier Trust Co | 1,586 | $181.4K | 0.00% | 00.0% | Unchanged |