Vault-13

PINNACLE FINL PARTNERS INC

COM · Common Stock · CUSIP 72346Q104

421 institutional holders +29 vs Q3 2022
63,183,81563.2m shares reported held*
$4.6bnreported value*
62 new 138 added 137 reduced 40 sold out net bought ≈ $81.9m (+1.1m 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 ($23.4m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $73.41. Options: 6 managers hold calls ($5.7m notional), 5 hold puts ($1.9m).

Trends to Q4 2022

Institutional holders

Managers reporting a position, each quarter

0200400600Q3 22: 392Q4 22: 421421Q3 22Q4 22
Numbers
QuarterHolders
Q3 2022392
Q4 2022421

Calls vs puts

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

CallsPuts
$0$2m$4m$6mQ3 22 calls: $5.6mQ3 22 puts: $965.0kQ3 22P/C 0.17Q4 22 calls: $5.7mQ4 22 puts: $1.9mQ4 22P/C 0.32
Numbers
QuarterCallsPutsP/C
Q3 2022$5.6m$965.0k0.17
Q4 2022$5.7m$1.9m0.32

Biggest buyers

Handelsbanken Fonder AB Added +354,500+354.5k
AMERIPRISE FINANCIAL INC Added +347,361+347.4k
BlackRock Inc. Added +294,680+294.7k
MORGAN STANLEY Added +282,678+282.7k
MILLENNIUM MANAGEMENT LLC Added +202,804+202.8k
NORTHERN TRUST CORP Added +199,836+199.8k
North Reef Capital Management LP Added +139,569+139.6k
Handelsinvest Investeringsforvaltning New +138,000+138.0k
VANGUARD GROUP INC Added +110,395+110.4k
Weiss Multi-Strategy Advisers LLC New +89,778+89.8k

Biggest sellers

DEUTSCHE BANK AG\ Reduced -228,901-228.9k
Balyasny Asset Management L.P. Sold out -219,587-219.6k
ALLIANCEBERNSTEIN L.P. Reduced -190,173-190.2k
VICTORY CAPITAL MANAGEMENT INC Reduced -155,114-155.1k
Ardevora Asset Management LLP Reduced -138,496-138.5k
WASATCH ADVISORS LP Reduced -128,020-128.0k
FRONTIER CAPITAL MANAGEMENT CO LLC Reduced -95,645-95.6k
MACQUARIE GROUP LTD Reduced -93,795-93.8k
GOLDMAN SACHS GROUP INC Reduced -93,723-93.7k
JPMORGAN CHASE & CO Reduced -93,522-93.5k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $2.1m28.0k shares
CITADEL ADVISORS LLC New $1.6m21.8k shares
PEAK6 Investments LLC Added $1.2m15.8k shares
WOLVERINE TRADING, LLC New $815.0k11.1k shares
GROUP ONE TRADING LLC Reduced $102.8k1.4k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

PEAK6 Investments LLC Added $836.8k11.4k shares
JANE STREET GROUP, LLC New $734.0k10.0k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $205.5k2.8k shares
CITADEL ADVISORS LLC New $80.7k1.1k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

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, Q4 2022

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BlackRock Inc. 0.02% of their portfolio New York, NY 7,114,9127.1m $522.2m $522.2m 0.02% Added +294.7k +294,680
2 VANGUARD GROUP INC 0.01% of their portfolio Valley Forge, PA 6,932,3096.9m $508.8m $508.8m 0.01% Added +110.4k +110,395
3 T. Rowe Price Investment Management, Inc. 0.22% of their portfolio BALTIMORE, MD 3,904,7853.9m $286.6m $286.6m 0.22% Added +66.1k +66,069
4 STATE STREET CORP 0.01% of their portfolio BOSTON, MA 2,956,6103.0m $217.0m $217.0m 0.01% Added +7.5k +7,492
5 WASATCH ADVISORS LP 0.82% of their portfolio SALT LAKE CITY, UT 1,654,4241.7m $121.4m $121.4m 0.82% Reduced -128.0k -128,020
6 DIMENSIONAL FUND ADVISORS LP 0.04% of their portfolio AUSTIN, TX 1,592,0371.6m $116.9m $116.9m 0.04% Added +82.2k +82,180
7 Mondrian Investment Partners LTD 2.16% of their portfolio LONDON, X0 1,331,8531.3m $97.8m $97.8m 2.16% Reduced -30.8k -30,798
8 MACQUARIE GROUP LTD 0.10% of their portfolio Sydney, NSW 2000, C3 1,141,4641.1m $83.8m $83.8m 0.10% Reduced -93.8k -93,795
9 Invesco Ltd. 0.02% of their portfolio ATLANTA, GA 1,113,2551.1m $81.7m $81.7m 0.02% Reduced -13.0k -12,968
10 GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio BOSTON, MA 1,096,1731.1m $80.5m $80.5m 0.01% Added +56.7k +56,727
11 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.05% of their portfolio Toronto, A6 1,023,7091.0m $75.1m $75.1m 0.05% Reduced -19.9k -19,924
12 AMERIPRISE FINANCIAL INC 0.03% of their portfolio MINNEAPOLIS, MN 1,020,2201.0m $74.9m $74.9m 0.03% Added +347.4k +347,361
13 GW&K Investment Management, LLC 0.75% of their portfolio BOSTON, MA 1,010,6491.0m $74.2m $74.2m 0.75% Reduced -22.5k -22,487
14 FMR LLC 0.01% of their portfolio BOSTON, MA 1,002,5291.0m $73.6m $73.6m 0.01% Reduced -34.0k -33,968
15 Artemis Investment Management LLP 0.82% of their portfolio EDINBURGH, X0 980,407980.4k $72.2m $72.2m 0.82% Reduced -43.4k -43,427
16 JENNISON ASSOCIATES LLC 0.07% of their portfolio NEW YORK, NY 945,819945.8k $69.4m $69.4m 0.07% Reduced -51.8k -51,757
17 Baird Financial Group, Inc. 0.17% of their portfolio MILWAUKEE, WI 867,061867.1k $63.6m $63.6m 0.17% Reduced -9.2k -9,195
18 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 861,035861.0k $63.2m $63.2m 0.01% Reduced -93.5k -93,522
19 Swedbank AB 0.14% of their portfolio STOCKHOLM, V7 855,000855.0k $62.8m $62.8m 0.14% Added +60.0k +60,000
20 NORGES BANK 0.01% of their portfolio OSLO, Q8 840,912840.9k $61.7m $61.7m 0.01% Added +44.1k +44,064
21 GOLDMAN SACHS GROUP INC 0.02% of their portfolio NEW YORK, NY 839,885839.9k $61.6m $61.6m 0.02% Reduced -93.7k -93,723
22 NORTHERN TRUST CORP 0.01% of their portfolio CHICAGO, IL 834,155834.2k $61.2m $61.2m 0.01% Added +199.8k +199,836
23 ALLIANCEBERNSTEIN L.P. 0.03% of their portfolio NASHVILLE, TN 792,571792.6k $58.2m $58.2m 0.03% Reduced -190.2k -190,173
24 Pinnacle Financial Partners Inc 1.62% of their portfolio Nashville, TN 766,222766.2k $56.2m $56.2m 1.62% Reduced -5.3k -5,265
25 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio SAN FRANCISCO, CA 754,033754.0k $55.3m $55.3m 0.02% Added +27.3k +27,323
26 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 738,813738.8k $54.2m $54.2m 0.01% Added +313 +313
27 FRONTIER CAPITAL MANAGEMENT CO LLC 0.57% of their portfolio Boston, MA 710,715710.7k $52.2m $52.2m 0.57% Reduced -95.6k -95,645
28 Fenimore Asset Management Inc 1.38% of their portfolio Cobleskill, NY 697,752697.8k $51.2m $51.2m 1.38% Added +32.5k +32,483
29 VICTORY CAPITAL MANAGEMENT INC 0.05% of their portfolio San Antonio, TX 627,739627.7k $46.1m $46.1m 0.05% Reduced -155.1k -155,114
30 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 620,673620.7k $45.6m $45.6m 0.01% Added +282.7k +282,678
31 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 596,393596.4k $43.8m $43.8m 0.01% Added +10.0k +10,045
32 Nuveen Asset Management, LLC 0.02% of their portfolio CHICAGO, IL 586,067586.1k $43.0m $43.0m 0.02% Added +8.3k +8,332
33 FRANKLIN RESOURCES INC 0.02% of their portfolio San Mateo, CA 493,911493.9k $36.3m $36.3m 0.02% Reduced -1.9k -1,908
34 Leeward Investments, LLC - MA 1.31% of their portfolio BOSTON, MA 402,396402.4k $29.5m $29.5m 1.31% Reduced -4.4k -4,374
35 North Reef Capital Management LP 3.07% of their portfolio LAGUNA BEACH, CA 381,090381.1k $28.0m $28.0m 3.07% Added +139.6k +139,569
36 NEUBERGER BERMAN GROUP LLC 0.03% of their portfolio NEW YORK, NY 376,181376.2k $27.6m $27.6m 0.03% Reduced -46.9k -46,938
37 Ardevora Asset Management LLP 0.46% of their portfolio LONDON, X0 371,052371.1k $27.2m $27.2m 0.46% Reduced -138.5k -138,496
38 Handelsbanken Fonder AB 0.17% of their portfolio STOCKHOLM, V7 360,095360.1k $26.4m $26.4m 0.17% Added +354.5k +354,500
39 WEDGE CAPITAL MANAGEMENT L L P/NC 0.42% of their portfolio CHARLOTTE, NC 352,968353.0k $25.9m $25.9m 0.42% Added +13.8k +13,830
40 PRINCIPAL FINANCIAL GROUP INC 0.02% of their portfolio DES MOINES, IA 299,715299.7k $22.0m $22.0m 0.02% Added +1.9k +1,907
41 PRIVATE MANAGEMENT GROUP INC 0.93% of their portfolio IRVINE, CA 284,019284.0k $20.8m $20.8m 0.93% Added +12.9k +12,863
42 MILLENNIUM MANAGEMENT LLC 0.02% of their portfolio NEW YORK, NY 278,943278.9k $20.5m $20.5m 0.02% Added +202.8k +202,804
43 RENAISSANCE TECHNOLOGIES LLC 0.03% of their portfolio NEW YORK, NY 271,196271.2k $19.9m $19.9m 0.03% Added +72.6k +72,600
44 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 269,280269.3k $19.8m $19.8m 0.01% Added +15.2k +15,196
45 EARNEST PARTNERS LLC 0.12% of their portfolio ATLANTA, GA 263,126263.1k $19.3m $19.3m 0.12% Reduced -10.9k -10,950
46 PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 0.10% of their portfolio DENVER, CO 246,803246.8k $18.1m $18.1m 0.10% Added +1.6k +1,624
47 Retirement Systems of Alabama 0.08% of their portfolio MONTGOMERY, AL 246,370246.4k $18.1m $18.1m 0.08% Added +727 +727
48 STATE OF WISCONSIN INVESTMENT BOARD 0.06% of their portfolio MADISON, WI 240,926240.9k $17.7m $17.7m 0.06% Reduced -4.6k -4,631
49 RHUMBLINE ADVISERS 0.02% of their portfolio BOSTON, MA 233,827233.8k $17.2m $17.2m 0.02% Added +15.9k +15,878
50 12th Street Asset Management Company, LLC 3.74% of their portfolio Nashville, TN 232,996233.0k $17.1m $17.1m 3.74% Reduced -928 -928
51 MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 1.23% of their portfolio BOISE, ID 231,292231.3k $17.0m $17.0m 1.23% Reduced -408 -408
52 Allspring Global Investments Holdings, LLC 0.03% of their portfolio CHARLOTTE, NC 224,215224.2k $16.5m $16.5m 0.03% Added +14.0k +14,011
53 WESTWOOD HOLDINGS GROUP INC 0.14% of their portfolio DALLAS, TX 212,716212.7k $15.6m $15.6m 0.14% Added +8.2k +8,220
54 LEE DANNER & BASS INC 1.43% of their portfolio NASHVILLE, TN 206,182206.2k $15.1m $15.1m 1.43% Added +28.7k +28,748
55 KENNEDY CAPITAL MANAGEMENT LLC 0.42% of their portfolio ST LOUIS, MO 202,247202.2k $14.8m $14.8m 0.42% Reduced -25.3k -25,282
56 Penn Capital Management Company, LLC 1.43% of their portfolio PHILADELPHIA, PA 190,549190.5k $14.0m $14.0m 1.43% Added +9.3k +9,262
57 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 186,526186.5k $13.7m $13.7m 0.01% Reduced -5.5k -5,491
58 Swiss National Bank 0.01% of their portfolio ZURICH, V8 184,561184.6k $13.5m $13.5m 0.01% Added +3.4k +3,400
59 LOOMIS SAYLES & CO L P 0.03% of their portfolio BOSTON, MA 184,191184.2k $13.5m $13.5m 0.03% Reduced -6.4k -6,398
60 FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 0.10% of their portfolio Cincinnati, OH 183,732183.7k $13.5m $13.5m 0.10% Added +17.9k +17,860
61 NEW YORK STATE COMMON RETIREMENT FUND 0.02% of their portfolio ALBANY, NY 182,644182.6k $13.4m $13.4m 0.02% Added +7.3k +7,295
62 California Public Employees Retirement System 0.01% of their portfolio Sacramento, CA 179,913179.9k $13.2m $13.2m 0.01% Added +4.6k +4,574
63 WCM INVESTMENT MANAGEMENT, LLC 0.04% of their portfolio LAGUNA BEACH, CA 170,666170.7k $12.5m $12.5m 0.04% Reduced -3.7k -3,657
64 Channing Capital Management, LLC 0.39% of their portfolio Chicago, IL 166,361166.4k $12.2m $12.2m 0.39% Reduced -6.6k -6,638
65 THORNBURG INVESTMENT MANAGEMENT INC 0.20% of their portfolio SANTA FE, NM 161,594161.6k $11.9m $11.9m 0.20% Reduced -34.5k -34,537
66 FIRST TRUST ADVISORS LP 0.01% of their portfolio Wheaton, IL 160,979161.0k $11.8m $11.8m 0.01% Reduced -20.3k -20,270
67 SEI INVESTMENTS CO 0.02% of their portfolio OAKS, PA 151,732151.7k $11.1m $11.1m 0.02% Reduced -13.5k -13,530
68 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 147,340147.3k $10.8m $10.8m 0.00% Reduced -5.5k -5,495
69 COMERICA BANK 0.09% of their portfolio DALLAS, TX 145,986146.0k $11.1m $11.1m 0.09% Added +8.5k +8,452
70 Stieven Capital Advisors, L.P. 1.91% of their portfolio ST. LOUIS, MO 144,638144.6k $10.6m $10.6m 1.91% Reduced -31.5k -31,547
71 Raymond James Financial Services Advisors, Inc. 0.02% of their portfolio ST. PETERSBURG, FL 140,377140.4k $10.3m $10.3m 0.02% Added +9.4k +9,377
72 Handelsinvest Investeringsforvaltning 1.60% of their portfolio HERNING, G7 138,000138.0k $10.1m $10.1m 1.60% New
73 Forest Hill Capital, LLC 4.13% of their portfolio LITTLE ROCK, AR 133,382133.4k $9.8m $9.8m 4.13% Unchanged
74 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.04% of their portfolio COLUMBUS, OH 132,096132.1k $9.7m $9.7m 0.04% Reduced -27.2k -27,157
75 CITADEL ADVISORS LLC 0.01% of their portfolio MIAMI, FL 125,345125.3k $9.2m $9.2m 0.01% Reduced -5.2k -5,242
76 PROSPECTOR PARTNERS LLC 1.25% of their portfolio GUILFORD, CT 123,570123.6k $9.1m $9.1m 1.25% Added +42.3k +42,275
77 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio ALBANY, NY 122,461122.5k $9.0m $9.0m 0.02% Unchanged
78 AMERICAN INTERNATIONAL GROUP, INC. 0.06% of their portfolio New York, NY 119,059119.1k $8.7m $8.7m 0.06% Reduced -1.5k -1,516
79 LOS ANGELES CAPITAL MANAGEMENT LLC 0.04% of their portfolio LOS ANGELES, CA 117,673117.7k $8.6m $8.6m 0.04% Reduced -7.3k -7,255
80 CHARTWELL INVESTMENT PARTNERS, LLC 0.32% of their portfolio BERYWN, PA 110,069110.1k $8.1m $8.1m 0.32% Reduced -16.7k -16,745
81 RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio ST PETERSBURG, FL 109,824109.8k $8.1m $8.1m 0.01% Added +24.3k +24,285
82 Legal & General Group Plc 0.00% of their portfolio London, X0 108,605108.6k $8.0m $8.0m 0.00% Added +1.6k +1,551
83 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 108,442108.4k $8.0m $8.0m 0.00% Added +2.3k +2,313
84 ROTHSCHILD & CO ASSET MANAGEMENT US INC. 0.12% of their portfolio Stamford, CT 104,631104.6k $7.7m $7.7m 0.12% Reduced -77.7k -77,743
85 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 104,408104.4k $7.7m $7.7m 0.00% Reduced -5.8k -5,770
86 OPPENHEIMER ASSET MANAGEMENT INC. 0.12% of their portfolio NEW YORK, NY 104,125104.1k $7.6m $7.6m 0.12% Reduced -6.7k -6,714
87 AQR CAPITAL MANAGEMENT LLC 0.02% of their portfolio Greenwich, CT 100,427100.4k $7.3m $7.3m 0.02% Reduced -25.5k -25,476
88 JACOBS LEVY EQUITY MANAGEMENT, INC 0.05% of their portfolio FLORHAM PARK, NJ 99,12699.1k $7.3m $7.3m 0.05% Added +46.9k +46,853
89 BASSWOOD CAPITAL MANAGEMENT, L.L.C. 0.53% of their portfolio NEW YORK, NY 98,13498.1k $7.2m $7.2m 0.53% Unchanged
90 CAROLINAS WEALTH CONSULTING LLC 1.62% of their portfolio CHARLOTTE, NC 97,25397.3k $7.1m $7.1m 1.62% Added +9 +9
91 BESSEMER GROUP INC 0.02% of their portfolio WOODBRIDGE, NJ 96,81496.8k $7.1m $7.1m 0.02% Reduced -27.0k -26,967
92 WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio Boston, MA 96,67496.7k $7.1m $7.1m 0.00% Reduced -1.3k -1,272
93 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio WEST SACRAMENTO, CA 96,58796.6k $7.1m $7.1m 0.01% Added +1.0k +1,022
94 CREDIT SUISSE AG/ 0.01% of their portfolio ZURICH, V8 92,20792.2k $6.8m $6.8m 0.01% Added +21.0k +20,980
95 Weiss Multi-Strategy Advisers LLC 0.19% of their portfolio NEW YORK, NY 89,77889.8k $6.6m $6.6m 0.19% New
96 D. E. Shaw & Co., Inc. 0.01% of their portfolio New York, NY 89,04289.0k $6.5m $6.5m 0.01% Reduced -50.1k -50,071
97 LAZARD ASSET MANAGEMENT LLC 0.01% of their portfolio NEW YORK, NY 87,93487.9k $6.5m $6.5m 0.01% Reduced -28.3k -28,279
98 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 86,94086.9k $6.4m $6.4m 0.01% Reduced -28.3k -28,286
99 DIVERSIFIED TRUST CO 0.25% of their portfolio MEMPHIS, TN 80,75180.8k $5.9m $5.9m 0.25% Added +45 +45
100 SILVERCREST ASSET MANAGEMENT GROUP LLC 0.05% of their portfolio NEW YORK, NY 80,69980.7k $5.9m $5.9m 0.05% Reduced -1.3k -1,342