Vault-13

PINNACLE FINL PARTNERS INC

COM · Common Stock · CUSIP 72346Q104

7 institutional holders -20 vs Q1 2026
77,52877.5k shares reported held*
$7.8mreported value*
0 new 3 added 1 reduced 20 sold out net sold ≈ $66.0m (-654.2k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $100.88.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0200400600Q3 22: 392Q4 22: 421Q1 23: 400Q2 23: 390Q3 23: 393Q4 23: 420Q1 24: 407Q2 24: 412Q3 24: 423Q4 24: 465Q1 25: 483Q2 25: 513Q3 25: 506Q4 25: 428Q1 26: 27Q2 26: 77Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 2022392
Q4 2022421
Q1 2023400
Q2 2023390
Q3 2023393
Q4 2023420
Q1 2024407
Q2 2024412
Q3 2024423
Q4 2024465
Q1 2025483
Q2 2025513
Q3 2025506
Q4 2025428
Q1 202627
Q2 20267

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
5000500Q3 24: 186 bought or addedQ3 24: 189 cut or sold outQ4 24: 203 bought or addedQ4 24: 202 cut or sold outQ4 24Q1 25: 221 bought or addedQ1 25: 194 cut or sold outQ2 25: 239 bought or addedQ2 25: 217 cut or sold outQ2 25Q3 25: 270 bought or addedQ3 25: 247 cut or sold outQ4 25: 212 bought or addedQ4 25: 288 cut or sold outQ4 25Q1 26: 15 bought or addedQ1 26: 402 cut or sold outQ2 26: 3 bought or addedQ2 26: 21 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024186189
Q4 2024203202
Q1 2025221194
Q2 2025239217
Q3 2025270247
Q4 2025212288
Q1 202615402
Q2 2026321

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$5m$10m$15mQ3 25 calls: $12.8mQ3 25 puts: $8.9mQ3 25P/C 0.69Q4 25 calls: $8.3mQ4 25 puts: $9.2mQ4 25P/C 1.11Q1 26 calls: $0Q1 26 puts: $0Q1 26P/C —Q2 26 calls: $0Q2 26 puts: $0Q2 26P/C —
Numbers
QuarterCallsPutsP/C
Q3 2025$12.8m$8.9m0.69
Q4 2025$8.3m$9.2m1.11
Q1 2026$0$0—
Q2 2026$0$0—

Biggest buyers

BROOKS, MOORE & ASSOCIATES, INC. Added +2,150+2.1k
Investment Research & Advisory Group, Inc. Added +16+16
Asset Planning,Inc Added +10+10

Biggest sellers

Vinva Investment Management Ltd Sold out -420,063-420.1k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Sold out -77,605-77.6k
Oliver Luxxe Assets LLC Sold out -58,016-58.0k
Corient Private Wealth LP Sold out -39,852-39.9k
Y-Intercept (Hong Kong) Ltd Sold out -11,337-11.3k
SIGNATUREFD, LLC Sold out -6,716-6.7k
NorthCrest Asset Manangement, LLC Sold out -6,515-6.5k
Councilmark Asset Management, LLC Sold out -6,140-6.1k
Parcion Private Wealth LLC Sold out -5,932-5.9k
De Lisle Partners LLP Sold out -5,874-5.9k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
AQR CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-02-13 6.9% new 5.3m 2026-02-13

Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-26)

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BROOKS, MOORE & ASSOCIATES, INC. 1.44% of their portfolio CHATTANOOGA, TN 31,76531.8k $3.2m $3.2m 1.44% Added +2.1k +2,150
2 COURAGE CAPITAL MANAGEMENT LLC 3.23% of their portfolio NASHVILLE, TN 21,56521.6k $2.2m $2.2m 3.23% Unchanged
3 Greenwich Wealth Management LLC 0.06% of their portfolio GREENWICH, CT 17,30417.3k $1.7m $1.7m 0.06% Reduced -284 -284
4 Investment Research & Advisory Group, Inc. 0.10% of their portfolio ATLANTA, GA 3,0963.1k $312.4k $312.4k 0.10% Added +16 +16
5 Citadel Investment Advisory, Inc. 0.09% of their portfolio CHESTERLAND, OH 1,9091.9k $193.0k $193.0k 0.09% Unchanged
6 Asset Planning,Inc 0.12% of their portfolio LOS ALAMITOS, CA 1,8881.9k $190.4k $190.4k 0.12% Added +10 +10
7 HUNTINGTON NATIONAL BANK 0.00% of their portfolio COLUMBUS, OH 11 $95 $95 0.00% Unchanged