Vault-13

PINNACLE FINL PARTNERS INC

COM · Common Stock · CUSIP 72346Q104

400 institutional holders -21 vs Q4 2022
63,042,25763.0m shares reported held*
$3.5bnreported value*
56 new 153 added 132 reduced 72 sold out net bought ≈ $9.2m (+125.9k 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 ($15.7m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $55.22. Options: 4 managers hold calls ($2.3m notional), 6 hold puts ($3.1m).

Trends to Q1 2023

Institutional holders

Managers reporting a position, each quarter

0200400600Q3 22: 392Q4 22: 421Q1 23: 400400Q3 22Q4 22Q1 23
Numbers
QuarterHolders
Q3 2022392
Q4 2022421
Q1 2023400

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q4 22: 200 bought or addedQ4 22: 177 cut or sold outQ4 22Q1 23: 209 bought or addedQ1 23: 204 cut or sold outQ1 23
Numbers
QuarterBought or addedCut or sold out
Q4 2022200177
Q1 2023209204

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 0.32Q1 23 calls: $2.3mQ1 23 puts: $3.1mQ1 23P/C 1.38
Numbers
QuarterCallsPutsP/C
Q3 2022$5.6m$965.0k0.17
Q4 2022$5.7m$1.9m0.32
Q1 2023$2.3m$3.1m1.38

Biggest buyers

Invesco Ltd. Added +1,544,591+1.5m
FMR LLC Added +949,821+949.8k
BloombergSen Inc. New +715,749+715.7k
WELLINGTON MANAGEMENT GROUP LLP Added +704,864+704.9k
STATE STREET CORP Added +514,970+515.0k
WASATCH ADVISORS LP Added +466,299+466.3k
Fenimore Asset Management Inc Added +374,204+374.2k
BlackRock Inc. Added +289,963+290.0k
DIMENSIONAL FUND ADVISORS LP Added +214,267+214.3k
TWO SIGMA INVESTMENTS, LP New +149,722+149.7k

Biggest sellers

MACQUARIE GROUP LTD Sold out -1,141,464-1.1m
Mondrian Investment Partners LTD Reduced -935,640-935.6k
ALLIANCEBERNSTEIN L.P. Reduced -677,098-677.1k
AMERIPRISE FINANCIAL INC Reduced -479,385-479.4k
VICTORY CAPITAL MANAGEMENT INC Reduced -432,563-432.6k
Swedbank AB Reduced -385,000-385.0k
NEUBERGER BERMAN GROUP LLC Reduced -371,536-371.5k
Ardevora Asset Management LLP Sold out -371,052-371.1k
Baird Financial Group, Inc. Reduced -284,506-284.5k
MILLENNIUM MANAGEMENT LLC Reduced -259,550-259.6k

Biggest calls

CITADEL ADVISORS LLC Reduced $1.1m19.1k shares
PEAK6 Investments LLC Reduced $634.3k11.5k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $568.1k10.3k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

CITADEL ADVISORS LLC Added $1.3m23.8k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $1.0m19.0k shares
Cubist Systematic Strategies, LLC New $413.7k7.5k shares
PEAK6 Investments LLC Reduced $342.0k6.2k shares
SIMPLEX TRADING, LLC New $5.0k100 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, Q1 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BlackRock Inc. 0.01% of their portfolio New York, NY 7,404,8757.4m $408.5m $408.5m 0.01% Added +290.0k +289,963
2 VANGUARD GROUP INC 0.01% of their portfolio Valley Forge, PA 7,032,7617.0m $387.9m $387.9m 0.01% Added +100.5k +100,452
3 T. Rowe Price Investment Management, Inc. 0.16% of their portfolio BALTIMORE, MD 4,040,8154.0m $222.9m $222.9m 0.16% Added +136.0k +136,030
4 STATE STREET CORP 0.01% of their portfolio BOSTON, MA 3,471,5803.5m $191.5m $191.5m 0.01% Added +515.0k +514,970
5 Invesco Ltd. 0.04% of their portfolio ATLANTA, GA 2,657,8462.7m $146.6m $146.6m 0.04% Added +1.5m +1,544,591
6 WASATCH ADVISORS LP 0.73% of their portfolio SALT LAKE CITY, UT 2,120,7232.1m $117.0m $117.0m 0.73% Added +466.3k +466,299
7 FMR LLC 0.00% of their portfolio BOSTON, MA 1,952,3502.0m $107.7m $107.7m 0.00% Added +949.8k +949,821
8 DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio AUSTIN, TX 1,806,3041.8m $99.6m $99.6m 0.03% Added +214.3k +214,267
9 GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio BOSTON, MA 1,130,8101.1m $62.4m $62.4m 0.01% Added +34.6k +34,637
10 Fenimore Asset Management Inc 1.54% of their portfolio Cobleskill, NY 1,071,9561.1m $59.1m $59.1m 1.54% Added +374.2k +374,204
11 JENNISON ASSOCIATES LLC 0.05% of their portfolio NEW YORK, NY 1,056,2771.1m $58.3m $58.3m 0.05% Added +110.5k +110,458
12 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.03% of their portfolio Toronto, A6 998,976999.0k $55.1m $55.1m 0.03% Reduced -24.7k -24,733
13 GW&K Investment Management, LLC 0.52% of their portfolio BOSTON, MA 977,907977.9k $53.9m $53.9m 0.52% Reduced -32.7k -32,742
14 NORGES BANK 0.01% of their portfolio OSLO, Q8 875,476875.5k $48.3m $48.3m 0.01% Added +34.6k +34,564
15 Artemis Investment Management LLP 0.59% of their portfolio EDINBURGH, X0 864,631864.6k $47.6m $47.6m 0.59% Reduced -115.8k -115,776
16 NORTHERN TRUST CORP 0.01% of their portfolio CHICAGO, IL 858,673858.7k $47.4m $47.4m 0.01% Added +24.5k +24,518
17 WELLINGTON MANAGEMENT GROUP LLP 0.01% of their portfolio Boston, MA 801,538801.5k $44.2m $44.2m 0.01% Added +704.9k +704,864
18 GOLDMAN SACHS GROUP INC 0.01% of their portfolio NEW YORK, NY 797,623797.6k $44.0m $44.0m 0.01% Reduced -42.3k -42,262
19 Pinnacle Financial Partners Inc 1.16% of their portfolio Nashville, TN 786,006786.0k $43.4m $43.4m 1.16% Added +19.8k +19,784
20 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio SAN FRANCISCO, CA 772,691772.7k $42.6m $42.6m 0.01% Added +18.7k +18,658
21 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 741,029741.0k $40.9m $40.9m 0.01% Added +2.2k +2,216
22 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 720,915720.9k $39.8m $39.8m 0.01% Reduced -140.1k -140,120
23 BloombergSen Inc. 3.34% of their portfolio TORONTO, A6 715,749715.7k $39.5m $39.5m 3.34% New
24 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 698,797698.8k $38.5m $38.5m 0.00% Added +78.1k +78,124
25 Baird Financial Group, Inc. 0.08% of their portfolio MILWAUKEE, WI 582,555582.6k $32.1m $32.1m 0.08% Reduced -284.5k -284,506
26 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 555,980556.0k $30.7m $30.7m 0.00% Reduced -40.4k -40,413
27 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 540,835540.8k $29.8m $29.8m 0.01% Reduced -479.4k -479,385
28 FRANKLIN RESOURCES INC 0.01% of their portfolio San Mateo, CA 476,290476.3k $26.3m $26.3m 0.01% Reduced -17.6k -17,621
29 Swedbank AB 0.05% of their portfolio STOCKHOLM, V7 470,000470.0k $25.9m $25.9m 0.05% Reduced -385.0k -385,000
30 FRONTIER CAPITAL MANAGEMENT CO LLC 0.26% of their portfolio Boston, MA 456,746456.7k $25.2m $25.2m 0.26% Reduced -254.0k -253,969
31 North Reef Capital Management LP 2.72% of their portfolio LAGUNA BEACH, CA 440,000440.0k $24.3m $24.3m 2.72% Added +58.9k +58,910
32 PRIVATE MANAGEMENT GROUP INC 1.07% of their portfolio IRVINE, CA 431,869431.9k $23.8m $23.8m 1.07% Added +147.8k +147,850
33 Mondrian Investment Partners LTD 0.48% of their portfolio LONDON, X0 396,213396.2k $21.9m $21.9m 0.48% Reduced -935.6k -935,640
34 Nuveen Asset Management, LLC 0.01% of their portfolio CHICAGO, IL 391,774391.8k $21.6m $21.6m 0.01% Reduced -194.3k -194,293
35 Leeward Investments, LLC - MA 0.97% of their portfolio BOSTON, MA 387,347387.3k $21.4m $21.4m 0.97% Reduced -15.0k -15,049
36 WEDGE CAPITAL MANAGEMENT L L P/NC 0.36% of their portfolio CHARLOTTE, NC 385,775385.8k $21.3m $21.3m 0.36% Added +32.8k +32,807
37 Handelsbanken Fonder AB 0.11% of their portfolio STOCKHOLM, V7 358,095358.1k $19.8m $19.8m 0.11% Reduced -2.0k -2,000
38 PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio DES MOINES, IA 302,619302.6k $16.7m $16.7m 0.01% Added +2.9k +2,904
39 EARNEST PARTNERS LLC 0.09% of their portfolio ATLANTA, GA 285,359285.4k $15.7m $15.7m 0.09% Added +22.2k +22,233
40 FIRST TRUST ADVISORS LP 0.02% of their portfolio Wheaton, IL 277,275277.3k $15.3m $15.3m 0.02% Added +116.3k +116,296
41 Retirement Systems of Alabama 0.07% of their portfolio MONTGOMERY, AL 272,256272.3k $15.0m $15.0m 0.07% Added +25.9k +25,886
42 12th Street Asset Management Company, LLC 2.73% of their portfolio Nashville, TN 236,576236.6k $13.0m $13.0m 2.73% Added +3.6k +3,580
43 RHUMBLINE ADVISERS 0.02% of their portfolio BOSTON, MA 232,966233.0k $12.8m $12.8m 0.02% Reduced -861 -861
44 MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 0.90% of their portfolio BOISE, ID 230,666230.7k $12.7m $12.7m 0.90% Reduced -626 -626
45 D. E. Shaw & Co., Inc. 0.02% of their portfolio New York, NY 227,087227.1k $12.5m $12.5m 0.02% Added +138.0k +138,045
46 STATE OF WISCONSIN INVESTMENT BOARD 0.04% of their portfolio MADISON, WI 213,891213.9k $11.8m $11.8m 0.04% Reduced -27.0k -27,035
47 LEE DANNER & BASS INC 1.05% of their portfolio NASHVILLE, TN 206,330206.3k $11.4m $11.4m 1.05% Added +148 +148
48 Allspring Global Investments Holdings, LLC 0.02% of their portfolio CHARLOTTE, NC 200,224200.2k $11.0m $11.0m 0.02% Reduced -24.0k -23,991
49 VICTORY CAPITAL MANAGEMENT INC 0.01% of their portfolio San Antonio, TX 195,176195.2k $10.8m $10.8m 0.01% Reduced -432.6k -432,563
50 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 186,434186.4k $10.3m $10.3m 0.00% Reduced -92 -92
51 TRUIST FINANCIAL CORP 0.02% of their portfolio CHARLOTTE, NC 184,624184.6k $10.2m $10.2m 0.02% Added +97.7k +97,684
52 Raymond James Financial Services Advisors, Inc. 0.02% of their portfolio ST. PETERSBURG, FL 177,531177.5k $9.8m $9.8m 0.02% Added +37.2k +37,154
53 LOOMIS SAYLES & CO L P 0.02% of their portfolio BOSTON, MA 175,948175.9k $9.7m $9.7m 0.02% Reduced -8.2k -8,243
54 NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio ALBANY, NY 171,530171.5k $9.5m $9.5m 0.01% Reduced -11.1k -11,114
55 Swiss National Bank 0.01% of their portfolio ZURICH, V8 165,061165.1k $9.1m $9.1m 0.01% Reduced -19.5k -19,500
56 California Public Employees Retirement System 0.01% of their portfolio Sacramento, CA 159,388159.4k $8.8m $8.8m 0.01% Reduced -20.5k -20,525
57 TUDOR INVESTMENT CORP ET AL 0.16% of their portfolio STAMFORD, CT 153,470153.5k $8.5m $8.5m 0.16% Added +83.4k +83,440
58 Penn Capital Management Company, LLC 0.85% of their portfolio PHILADELPHIA, PA 152,067152.1k $8.5m $8.5m 0.85% Reduced -38.5k -38,482
59 RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio ST PETERSBURG, FL 150,052150.1k $8.3m $8.3m 0.01% Added +40.2k +40,228
60 TWO SIGMA INVESTMENTS, LP 0.02% of their portfolio NEW YORK, NY 149,722149.7k $8.3m $8.3m 0.02% New
61 PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 0.04% of their portfolio DENVER, CO 146,753146.8k $8.1m $8.1m 0.04% Reduced -100.0k -100,050
62 Philadelphia Financial Management of San Francisco, LLC 2.99% of their portfolio SAN FRANCISCO, CA 145,994146.0k $8.1m $8.1m 2.99% New
63 Gillson Capital LP 0.63% of their portfolio CHICAGO, IL 137,987138.0k $7.6m $7.6m 0.63% New
64 Handelsinvest Investeringsforvaltning 1.21% of their portfolio HERNING, G7 137,000137.0k $7.6m $7.6m 1.21% Reduced -1.0k -1,000
65 KENNEDY CAPITAL MANAGEMENT LLC 0.22% of their portfolio ST LOUIS, MO 136,344136.3k $7.5m $7.5m 0.22% Reduced -65.9k -65,903
66 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.03% of their portfolio COLUMBUS, OH 135,798135.8k $7.5m $7.5m 0.03% Added +3.7k +3,702
67 Cubist Systematic Strategies, LLC 0.07% of their portfolio STAMFORD, CT 126,528126.5k $7.0m $7.0m 0.07% Added +47.0k +46,956
68 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio ALBANY, NY 122,256122.3k $6.7m $6.7m 0.02% Reduced -205 -205
69 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 119,270119.3k $6.6m $6.6m 0.00% Reduced -28.1k -28,070
70 AMERICAN INTERNATIONAL GROUP, INC. 0.04% of their portfolio New York, NY 118,022118.0k $6.5m $6.5m 0.04% Reduced -1.0k -1,037
71 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 115,473115.5k $6.4m $6.4m 0.00% Reduced -677.1k -677,098
72 Legal & General Group Plc 0.00% of their portfolio London, X0 112,478112.5k $6.2m $6.2m 0.00% Added +3.9k +3,873
73 OPPENHEIMER ASSET MANAGEMENT INC. 0.09% of their portfolio NEW YORK, NY 106,849106.8k $5.9m $5.9m 0.09% Added +2.7k +2,724
74 CITADEL ADVISORS LLC 0.01% of their portfolio MIAMI, FL 105,725105.7k $5.8m $5.8m 0.01% Reduced -19.6k -19,620
75 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 104,766104.8k $5.8m $5.8m 0.00% Reduced -164.5k -164,514
76 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 101,776101.8k $5.6m $5.6m 0.00% Reduced -2.6k -2,632
77 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 101,618101.6k $5.6m $5.6m 0.00% Reduced -6.8k -6,824
78 SEI INVESTMENTS CO 0.01% of their portfolio OAKS, PA 100,926100.9k $5.6m $5.6m 0.01% Reduced -50.8k -50,806
79 THORNBURG INVESTMENT MANAGEMENT INC 0.09% of their portfolio SANTA FE, NM 100,891100.9k $5.6m $5.6m 0.09% Reduced -60.7k -60,703
80 BARCLAYS PLC 0.01% of their portfolio LONDON, X0 100,761100.8k $5.6m $5.6m 0.01% Added +53.9k +53,910
81 BASSWOOD CAPITAL MANAGEMENT, L.L.C. 0.38% of their portfolio NEW YORK, NY 98,13498.1k $5.4m $5.4m 0.38% Unchanged
82 CAROLINAS WEALTH CONSULTING LLC 1.14% of their portfolio CHARLOTTE, NC 97,48197.5k $5.4m $5.4m 1.14% Added +228 +228
83 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio WEST SACRAMENTO, CA 95,21895.2k $5.3m $5.3m 0.01% Reduced -1.4k -1,369
84 CREDIT SUISSE AG/ 0.01% of their portfolio ZURICH, V8 95,14295.1k $5.2m $5.2m 0.01% Added +2.9k +2,935
85 STRS OHIO 0.01% of their portfolio COLUMBUS, OH 94,13194.1k $5.2m $5.2m 0.01% Added +47.7k +47,674
86 CAPTRUST FINANCIAL ADVISORS 0.02% of their portfolio RALEIGH, NC 94,09594.1k $5.2m $5.2m 0.02% Added +83.3k +83,264
87 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 94,04094.0k $5.2m $5.2m 0.00% Added +47.7k +47,652
88 AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio Greenwich, CT 91,49691.5k $5.0m $5.0m 0.01% Reduced -8.9k -8,931
89 JACOBS LEVY EQUITY MANAGEMENT, INC 0.03% of their portfolio FLORHAM PARK, NJ 88,52488.5k $4.9m $4.9m 0.03% Reduced -10.6k -10,602
90 ExodusPoint Capital Management, LP 0.05% of their portfolio NEW YORK, NY 86,62986.6k $4.8m $4.8m 0.05% Added +44.7k +44,670
91 Forest Hill Capital, LLC 2.07% of their portfolio LITTLE ROCK, AR 86,40486.4k $4.8m $4.8m 2.07% Reduced -47.0k -46,978
92 TWO SIGMA ADVISERS, LP 0.01% of their portfolio NEW YORK, NY 85,95986.0k $4.7m $4.7m 0.01% Added +82.9k +82,859
93 CHARTWELL INVESTMENT PARTNERS, LLC 0.17% of their portfolio BERYWN, PA 83,04783.0k $4.6m $4.6m 0.17% Reduced -27.0k -27,022
94 DIVERSIFIED TRUST CO 0.17% of their portfolio MEMPHIS, TN 80,68680.7k $4.5m $4.5m 0.17% Reduced -65 -65
95 Rafferty Asset Management, LLC 0.03% of their portfolio New York, NY 80,40580.4k $4.4m $4.4m 0.03% Added +57.3k +57,344
96 STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.01% of their portfolio TALLAHASSEE, FL 79,16179.2k $4.4m $4.4m 0.01% Reduced -1.2k -1,200
97 RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio NEW YORK, NY 78,57178.6k $4.3m $4.3m 0.01% Reduced -192.6k -192,625
98 PRUDENTIAL FINANCIAL INC 0.01% of their portfolio NEWARK, NJ 77,60577.6k $5.7m $5.7m 0.01% Added +6.2k +6,180
99 HRT FINANCIAL LP 0.05% of their portfolio NEW YORK, NY 75,53075.5k $4.2m $4.2m 0.05% Added +53.3k +53,330
100 BESSEMER GROUP INC 0.01% of their portfolio WOODBRIDGE, NJ 75,32175.3k $4.2m $4.2m 0.01% Reduced -21.5k -21,493