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 2025
Institutional positions in Pinnacle Financial Partners, Inc. as of Jun 30, 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
- 512
- +36 vs. Q1 2025
- Shares held
- 66.9M
- −303.5K (−0.5%) vs. Q1 2025
- Total value
- $7.39B
- +$262.0M (+3.7%) vs. Q1 2025
- New holders
- 72
- 174 more added
- Sold out
- 36
- 180 more reduced
5 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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 2025
Shares, value and share of portfolio for each institution holding Pinnacle Financial Partners, Inc.; share changes are against Q1 2025.
| 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% | 0 | Unchanged |
| AdvisorNet Financial, Inc | 1 | $110 | 0.00% | −4−80.0% | Reduced |
| Salem Investment Counselors Inc | 2 | $221 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 2 | $221 | 0.00% | +2 | New |
| Parkworth Wealth Management, Inc. | 3 | $331 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 3 | $331 | 0.00% | +3 | New |
| Bay Harbor Wealth Management, LLC | 4 | $441 | 0.00% | +2+100.0% | Added |
| Rialto Wealth Management, LLC | 5 | $553 | 0.00% | +5 | New |
| Bare Financial Services, Inc | 6 | $662 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 6 | $662 | 0.00% | +3+100.0% | Added |
| Hughes Financial Services, LLC | 10 | $897 | 0.00% | −18−64.3% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 10 | $924 | 0.00% | +10 | New |
| Highline Wealth Partners LLC | 9 | $994 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 10 | $1.10K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 10 | $1.10K | 0.00% | +6+150.0% | Added |
| SJS Investment Consulting Inc. | 10 | $1.10K | 0.00% | −5−33.3% | Reduced |
| Glen Eagle Advisors, LLC | 11 | $1.23K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 12 | $1.32K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 17 | $1.88K | 0.00% | −1−5.6% | Reduced |
| First Pacific Financial | 19 | $2.10K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 19 | $2.10K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 20 | $2.22K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 22 | $2.43K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 22 | $2.43K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 23 | $2.54K | 0.00% | −82−78.1% | Reduced |
| UMA Financial Services, Inc. | 24 | $2.65K | 0.00% | +24 | New |
| Fortitude Family Office, LLC | 28 | $3.09K | 0.00% | +28 | New |
| Private Wealth Management Group, LLC | 30 | $3.31K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 31 | $3.42K | 0.00% | +31 | New |
| Bellevue Asset Management, LLC | 32 | $3.53K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 32 | $3.53K | 0.00% | +32 | New |
| North Star Investment Management Corp. | 34 | $3.75K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 39 | $4.31K | 0.00% | +5+14.7% | Added |
| NewSquare Capital LLC | 41 | $4.53K | 0.00% | −61−59.8% | Reduced |
| Larson Financial Group LLC | 41 | $4.53K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 50 | $5.00K | 0.00% | +33+194.1% | Added |
| WPG Advisers, LLC | 46 | $5.08K | 0.00% | +13+39.4% | Added |
| JFS Wealth Advisors, LLC | 58 | $6.40K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 60 | $6.63K | 0.00% | −38−38.8% | Reduced |
| South State Corp. | 61 | $6.74K | 0.00% | −12−16.4% | Reduced |
| Farmers & Merchants Investments Inc | 62 | $6.84K | 0.00% | +5+8.8% | Added |
| Creative Financial Designs Inc | 82 | $9.05K | 0.00% | −28−25.5% | Reduced |
| Washington Trust Advisors, Inc. | 83 | $9.16K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 88 | $9.72K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 90 | $9.94K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 102 | $11.0K | 0.00% | +16+18.6% | Added |
| Hantz Financial Services, Inc. | 102 | $11.0K | 0.00% | +96+1,600.0% | Added |
| Oakworth Capital, Inc. | 105 | $11.6K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 105 | $11.6K | 0.00% | +88+517.6% | Added |
| Westside Investment Management, Inc. | 105 | $12.0K | 0.00% | +105 | New |
| Covestor Ltd | 115 | $13.0K | 0.01% | −14−10.9% | Reduced |
| LRI Investments, LLC | 118 | $13.0K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 120 | $13.2K | 0.00% | −24−16.7% | Reduced |
| CVA Family Office, LLC | 123 | $13.6K | 0.00% | −6−4.7% | Reduced |
| Private Trust Co NA | 137 | $15.1K | 0.00% | −30−18.0% | Reduced |
| Farther Finance Advisors, LLC | 141 | $15.6K | 0.00% | −29−17.1% | Reduced |
| Anchor Investment Management, LLC | 148 | $16.3K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 152 | $17.4K | 0.00% | +4+2.7% | Added |
| CoreCap Advisors, LLC | 173 | $19.1K | 0.00% | −3−1.7% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 174 | $19.2K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 183 | $20.2K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 186 | $20.5K | 0.00% | −25−11.8% | Reduced |
| Rise Advisors, LLC | 186 | $20.5K | 0.01% | +5+2.8% | Added |
| Scarborough Advisors, LLC | 194 | $21.4K | 0.00% | +194 | New |
| Essential Partners LLC | 221 | $24.4K | 0.01% | +221 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 255 | $28.2K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 268 | $29.6K | 0.00% | +2+0.8% | Added |
| 1248 Management, LLC | 270 | $29.8K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 277 | $30.6K | 0.00% | −4−1.4% | Reduced |
| Quarry LP | 281 | $31.0K | 0.01% | +234+497.9% | Added |
| SRS Capital Advisors, Inc. | 285 | $31.5K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 300 | $33.1K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 339 | $37.1K | 0.00% | −107−24.0% | Reduced |
| Mount Yale Investment Advisors, LLC | 346 | $38.2K | 0.00% | +346 | New |
| MAI Capital Management | 366 | $40.4K | 0.00% | +162+79.4% | Added |
| Spurstone Advisory Services, LLC | 369 | $40.7K | 0.62% | +369 | New |
| Emerald Advisers, LLC | 407 | $44.9K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 409 | $45.2K | 0.02% | +41+11.1% | Added |
| Ameritas Advisory Services, LLC | 410 | $45.3K | 0.00% | +410 | New |
| Harbor Capital Advisors, Inc. | 425 | $47.0K | 0.00% | +13+3.2% | Added |
| True Wealth Design, LLC | 432 | $47.7K | 0.02% | +409+1,778.3% | Added |
| Ci Investments Inc. | 470 | $52.0K | 0.00% | −57−10.8% | Reduced |
| Spire Wealth Management | 472 | $52.1K | 0.00% | −20−4.1% | Reduced |
| Versant Capital Management, Inc | 476 | $52.6K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 476 | $52.6K | 0.00% | +476 | New |
| Bruce G. Allen Investments, LLC | 490 | $54.1K | 0.04% | −7−1.4% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 542 | $60.0K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 550 | $60.7K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 0 | $75.7K | 0.00% | −11−100.0% | Reduced |
| Principal Securities, Inc. | 687 | $75.9K | 0.00% | −121−15.0% | Reduced |
| Huntington National Bank | 734 | $81.0K | 0.00% | +79+12.1% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 755 | $83.0K | 0.00% | +755 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 815 | $90.0K | 0.02% | +815 | New |
| Trust Co of Vermont | 850 | $93.8K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 893 | $98.6K | 0.00% | −7,273−89.1% | Reduced |
| BFSG, LLC | 895 | $98.8K | 0.01% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 895 | $98.8K | 0.01% | +68+8.2% | Added |
| RiverPark Advisors, LLC | 942 | $104.0K | 0.06% | −937−49.9% | Reduced |