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 2025
Institutional positions in Pinnacle Financial Partners, Inc. as of Mar 31, 2025. 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
- 481
- +22 vs. Q4 2024
- Shares held
- 67.3M
- −1.58M (−2.3%) vs. Q4 2024
- Total value
- $7.13B
- −$743.6M (−9.4%) vs. Q4 2024
- New holders
- 59
- 170 more added
- Sold out
- 37
- 156 more reduced
6 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Pinnacle Financial Partners, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Harvest Fund Management Co., Ltd | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 0 | $8 | 0.00% | −32−100.0% | Reduced |
| Perkins Coie Trust Co | 1 | $106 | 0.00% | +1 | New |
| Clear Street Markets LLC | 1 | $106 | 0.00% | +1 | New |
| Principia Wealth Advisory, LLC | 2 | $193 | 0.00% | +2 | New |
| Bay Harbor Wealth Management, LLC | 2 | $212 | 0.00% | +2 | New |
| Salem Investment Counselors Inc | 2 | $213 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 3 | $318 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 3 | $319 | 0.00% | +3 | New |
| Cromwell Holdings LLC | 4 | $424 | 0.00% | +4 | New |
| AdvisorNet Financial, Inc | 5 | $530 | 0.00% | +1+25.0% | Added |
| Bare Financial Services, Inc | 6 | $636 | 0.00% | +6 | New |
| Highline Wealth Partners LLC | 9 | $954 | 0.00% | +9 | New |
| Capital Advisors, Ltd. LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 6 | $1.00K | 0.00% | +6 | New |
| TD Private Client Wealth LLC | 10 | $1.06K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 10 | $1.06K | 0.00% | +10 | New |
| Glen Eagle Advisors, LLC | 11 | $1.18K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 12 | $1.27K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 12 | $1.27K | 0.00% | +12 | New |
| Prestige Wealth Management Group LLC | 12 | $1.27K | 0.00% | 00.0% | Unchanged |
| Amundi | 17 | $1.56K | 0.00% | +9+112.5% | Added |
| SJS Investment Consulting Inc. | 15 | $1.59K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 16 | $1.70K | 0.00% | +11+220.0% | Added |
| Clearstead Advisors, LLC | 17 | $1.80K | 0.00% | −67−79.8% | Reduced |
| DiNuzzo Private Wealth, Inc. | 18 | $1.91K | 0.00% | +1+5.9% | Added |
| Provenance Wealth Advisors, LLC | 19 | $2.02K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 19 | $2.02K | 0.00% | +19 | New |
| TD Capital Management LLC | 20 | $2.13K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 22 | $2.33K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 22 | $2.33K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 23 | $2.44K | 0.00% | +23 | New |
| Hughes Financial Services, LLC | 28 | $2.93K | 0.00% | +28 | New |
| Private Wealth Management Group, LLC | 30 | $3.18K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 32 | $3.39K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 33 | $3.50K | 0.00% | +13+65.0% | Added |
| North Star Investment Management Corp. | 34 | $3.60K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 34 | $3.61K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 41 | $4.35K | 0.00% | +38+1,266.7% | Added |
| Quarry LP | 47 | $4.98K | 0.00% | +47 | New |
| Farmers & Merchants Investments Inc | 57 | $6.04K | 0.00% | +26+83.9% | Added |
| JFS Wealth Advisors, LLC | 58 | $6.15K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 73 | $7.74K | 0.00% | +73 | New |
| Washington Trust Advisors, Inc. | 83 | $8.80K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 86 | $9.00K | 0.00% | +13+17.8% | Added |
| Nisa Investment Advisors, LLC | 88 | $9.33K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 90 | $9.54K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 98 | $10.4K | 0.00% | +16+19.5% | Added |
| Caitong International Asset Management Co., Ltd | 99 | $10.5K | 0.01% | −77−43.8% | Reduced |
| NewSquare Capital LLC | 102 | $10.8K | 0.00% | +99+3,300.0% | Added |
| Oakworth Capital, Inc. | 105 | $11.1K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 105 | $11.1K | 0.01% | +25+31.3% | Added |
| Creative Financial Designs Inc | 110 | $11.7K | 0.00% | +36+48.6% | Added |
| LRI Investments, LLC | 118 | $12.5K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 144 | $12.6K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 129 | $13.7K | 0.00% | +6+4.9% | Added |
| Covestor Ltd | 129 | $14.0K | 0.01% | +6+4.9% | Added |
| Lindbrook Capital, LLC | 141 | $15.0K | 0.00% | −50−26.2% | Reduced |
| Anchor Investment Management, LLC | 148 | $15.7K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 148 | $15.7K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 167 | $17.7K | 0.00% | +18+12.1% | Added |
| Farther Finance Advisors, LLC | 170 | $17.8K | 0.00% | −10−5.6% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 174 | $18.5K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 176 | $18.7K | 0.00% | +26+17.3% | Added |
| Rise Advisors, LLC | 181 | $19.2K | 0.01% | −120−39.9% | Reduced |
| Parkside Financial Bank & Trust | 183 | $19.4K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 191 | $20.3K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 204 | $21.6K | 0.00% | +98+92.5% | Added |
| MAI Capital Management | 204 | $21.6K | 0.00% | +4+2.0% | Added |
| Massmutual Trust Co FSB | 211 | $22.4K | 0.00% | +68+47.6% | Added |
| Allworth Financial LP | 266 | $26.7K | 0.00% | +86+47.8% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 255 | $27.0K | 0.01% | +79+44.9% | Added |
| 1248 Management, LLC | 270 | $28.6K | 0.01% | +270 | New |
| Geneos Wealth Management Inc. | 281 | $29.8K | 0.00% | +83+41.9% | Added |
| SRS Capital Advisors, Inc. | 285 | $30.2K | 0.00% | +255+850.0% | Added |
| City Holding Co | 300 | $31.8K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 368 | $39.0K | 0.02% | 00.0% | Unchanged |
| Emerald Advisers, LLC | 407 | $43.2K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 412 | $44.0K | 0.00% | −1,115−73.0% | Reduced |
| Smartleaf Asset Management LLC | 446 | $46.9K | 0.00% | +73+19.6% | Added |
| Versant Capital Management, Inc | 476 | $50.5K | 0.01% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 485 | $51.4K | 0.00% | +485 | New |
| Spire Wealth Management | 492 | $52.2K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 497 | $52.7K | 0.04% | −4−0.8% | Reduced |
| Ci Investments Inc. | 527 | $56.0K | 0.00% | −84−13.7% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 542 | $57.0K | 0.00% | +542 | New |
| Nomura Asset Management Co Ltd | 550 | $58.3K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 552 | $58.5K | 0.01% | 00.0% | Unchanged |
| Mather Group, LLC. | 653 | $69.2K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 655 | $69.5K | 0.00% | −175−21.1% | Reduced |
| Skopos Labs, Inc. | 827 | $87.7K | 0.02% | +110+15.3% | Added |
| Trust Co of Vermont | 850 | $90.1K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 858 | $91.0K | 0.00% | +122+16.6% | Added |
| Principal Securities, Inc. | 808 | $92.4K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 895 | $94.9K | 0.01% | −60−6.3% | Reduced |
| West Paces Advisors Inc. | 900 | $95.4K | 0.02% | −400−30.8% | Reduced |
| Fifth Third Bancorp | 1,124 | $119.2K | 0.00% | +46+4.3% | Added |
| Ronald Blue Trust, Inc. | 1,155 | $122.5K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 1,200 | $127.2K | 0.09% | +1,200 | New |