Vault-13

PINNACLE FINL PARTNERS INC

COM · Common Stock · CUSIP 72346Q104

412 institutional holders +5 vs Q1 2024
67,190,13667.2m shares reported held*
$5.4bnreported value*
43 new 138 added 142 reduced 40 sold out net sold ≈ $194.7m (-2.4m 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 ($30.8m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $80.08. Options: 5 managers hold calls ($5.0m notional), 4 hold puts ($489.7k).

Trends to Q2 2024

Institutional holders

Managers reporting a position, each quarter

0200400600Q3 22: 392Q4 22: 421Q1 23: 400Q2 23: 390Q3 23: 393Q4 23: 420Q1 24: 407Q2 24: 412412Q3 22Q1 23Q3 23Q1 24Q2 24
Numbers
QuarterHolders
Q3 2022392
Q4 2022421
Q1 2023400
Q2 2023390
Q3 2023393
Q4 2023420
Q1 2024407
Q2 2024412

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 outQ2 23: 194 bought or addedQ2 23: 187 cut or sold outQ2 23Q3 23: 162 bought or addedQ3 23: 195 cut or sold outQ4 23: 196 bought or addedQ4 23: 178 cut or sold outQ4 23Q1 24: 155 bought or addedQ1 24: 202 cut or sold outQ2 24: 181 bought or addedQ2 24: 182 cut or sold outQ2 24
Numbers
QuarterBought or addedCut or sold out
Q4 2022200177
Q1 2023209204
Q2 2023194187
Q3 2023162195
Q4 2023196178
Q1 2024155202
Q2 2024181182

Calls vs puts

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

CallsPuts
$0$5m$10m$15mQ3 23 calls: $11.2mQ3 23 puts: $5.8mQ3 23P/C 0.51Q4 23 calls: $14.5mQ4 23 puts: $26.2kQ4 23P/C 0.00Q1 24 calls: $7.0mQ1 24 puts: $284.8kQ1 24P/C 0.04Q2 24 calls: $5.0mQ2 24 puts: $489.7kQ2 24P/C 0.10
Numbers
QuarterCallsPutsP/C
Q3 2023$11.2m$5.8m0.51
Q4 2023$14.5m$26.2k0.00
Q1 2024$7.0m$284.8k0.04
Q2 2024$5.0m$489.7k0.10

Biggest buyers

DIMENSIONAL FUND ADVISORS LP Added +292,401+292.4k
Junto Capital Management LP Added +189,949+189.9k
Channing Capital Management, LLC Added +158,491+158.5k
JPMORGAN CHASE & CO Added +149,768+149.8k
NORTHERN TRUST CORP Added +102,976+103.0k
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Added +86,894+86.9k
FMR LLC Added +65,700+65.7k
Edgestream Partners, L.P. Added +64,707+64.7k
Stieven Capital Advisors, L.P. Added +60,000+60.0k
GOLDMAN SACHS GROUP INC Added +49,954+50.0k

Biggest sellers

MORGAN STANLEY Reduced -1,458,896-1.5m
Holocene Advisors, LP Sold out -412,970-413.0k
JENNISON ASSOCIATES LLC Reduced -322,452-322.5k
WASATCH ADVISORS LP Reduced -239,440-239.4k
NEUBERGER BERMAN GROUP LLC Reduced -232,907-232.9k
STRS OHIO Reduced -164,419-164.4k
DEPRINCE RACE & ZOLLO INC Reduced -130,882-130.9k
North Reef Capital Management LP Reduced -116,234-116.2k
STATE STREET CORP Reduced -108,859-108.9k
AMERICAN INTERNATIONAL GROUP, INC. Sold out -100,671-100.7k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $2.9m36.1k shares
SIMPLEX TRADING, LLC Added $1.1m13.4k shares
CITADEL ADVISORS LLC Added $880.4k11.0k shares
GROUP ONE TRADING LLC Reduced $160.1k2.0k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $272.1k3.4k shares
CITADEL ADVISORS LLC Added $208.1k2.6k shares
Prime Capital Investment Advisors, LLC Unchanged $9.4k4.0k 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, Q2 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 VANGUARD GROUP INC 0.01% of their portfolio Valley Forge, PA 7,142,5967.1m $571.7m $571.7m 0.01% Reduced -4.4k -4,385
2 BlackRock Inc. 0.01% of their portfolio New York, NY 6,882,7626.9m $550.9m $550.9m 0.01% Added +20.5k +20,546
3 T. Rowe Price Investment Management, Inc. 0.22% of their portfolio BALTIMORE, MD 4,399,6724.4m $352.1m $352.1m 0.22% Reduced -10.7k -10,675
4 Invesco Ltd. 0.05% of their portfolio ATLANTA, GA 3,126,5493.1m $250.2m $250.2m 0.05% Reduced -95.5k -95,472
5 WASATCH ADVISORS LP 1.33% of their portfolio SALT LAKE CITY, UT 3,101,9773.1m $248.3m $248.3m 1.33% Reduced -239.4k -239,440
6 DIMENSIONAL FUND ADVISORS LP 0.06% of their portfolio AUSTIN, TX 3,094,4983.1m $247.7m $247.7m 0.06% Added +292.4k +292,401
7 STATE STREET CORP 0.01% of their portfolio BOSTON, MA 3,017,7313.0m $241.5m $241.5m 0.01% Reduced -108.9k -108,859
8 FMR LLC 0.01% of their portfolio BOSTON, MA 2,434,4002.4m $194.8m $194.8m 0.01% Added +65.7k +65,700
9 North Reef Capital Management LP 5.65% of their portfolio LAGUNA BEACH, CA 1,523,7661.5m $122.0m $122.0m 5.65% Reduced -116.2k -116,234
10 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 1,486,0461.5m $118.9m $118.9m 0.01% Added +149.8k +149,768
11 GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio BOSTON, MA 1,319,9601.3m $105.7m $105.7m 0.01% Added +32.3k +32,278
12 WELLINGTON MANAGEMENT GROUP LLP 0.02% of their portfolio Boston, MA 1,290,7491.3m $103.3m $103.3m 0.02% Unchanged
13 Fenimore Asset Management Inc 1.90% of their portfolio Cobleskill, NY 1,085,4581.1m $86.9m $86.9m 1.90% Added +5.8k +5,767
14 GW&K Investment Management, LLC 0.67% of their portfolio BOSTON, MA 913,771913.8k $73.1m $73.1m 0.67% Added +22.5k +22,530
15 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio SAN FRANCISCO, CA 910,232910.2k $72.9m $72.9m 0.01% Added +11.3k +11,251
16 BloombergSen Inc. 6.83% of their portfolio TORONTO, A6 898,305898.3k $71.9m $71.9m 6.83% Reduced -31.7k -31,662
17 Channing Capital Management, LLC 1.94% of their portfolio Chicago, IL 885,177885.2k $70.8m $70.8m 1.94% Added +158.5k +158,491
18 NORGES BANK 0.01% of their portfolio OSLO, Q8 861,296861.3k $68.9m $68.9m 0.01% Reduced -43.8k -43,823
19 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.06% of their portfolio Toronto, A6 842,283842.3k $67.4m $67.4m 0.06% Reduced -22.6k -22,648
20 Pinnacle Financial Partners Inc 1.35% of their portfolio Nashville, TN 786,810786.8k $63.0m $63.0m 1.35% Added +897 +897
21 GOLDMAN SACHS GROUP INC 0.01% of their portfolio NEW YORK, NY 782,732782.7k $62.6m $62.6m 0.01% Added +50.0k +49,954
22 JENNISON ASSOCIATES LLC 0.04% of their portfolio NEW YORK, NY 774,943774.9k $62.0m $62.0m 0.04% Reduced -322.5k -322,452
23 PRINCIPAL FINANCIAL GROUP INC 0.04% of their portfolio DES MOINES, IA 774,344774.3k $62.0m $62.0m 0.04% Reduced -39.2k -39,241
24 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 733,564733.6k $58.7m $58.7m 0.00% Reduced -1.5m -1,458,896
25 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 721,005721.0k $57.7m $57.7m 0.01% Added +4.7k +4,744
26 Junto Capital Management LP 1.23% of their portfolio NEW YORK, NY 698,489698.5k $55.9m $55.9m 1.23% Added +189.9k +189,949
27 EARNEST PARTNERS LLC 0.25% of their portfolio ATLANTA, GA 660,415660.4k $52.9m $52.9m 0.25% Added +5.3k +5,293
28 NORTHERN TRUST CORP 0.01% of their portfolio CHICAGO, IL 614,131614.1k $49.2m $49.2m 0.01% Added +103.0k +102,976
29 NEW YORK STATE COMMON RETIREMENT FUND 0.06% of their portfolio ALBANY, NY 578,530578.5k $46.3m $46.3m 0.06% Added +19.9k +19,880
30 Artemis Investment Management LLP 0.57% of their portfolio EDINBURGH, X0 526,696526.7k $42.2m $42.2m 0.57% Added +14.8k +14,811
31 FRONTIER CAPITAL MANAGEMENT CO LLC 0.37% of their portfolio Boston, MA 469,652469.7k $37.6m $37.6m 0.37% Added +15.1k +15,071
32 WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.09% of their portfolio CHICAGO, IL 441,480441.5k $35.3m $35.3m 0.09% Reduced -860 -860
33 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 438,592438.6k $35.1m $35.1m 0.00% Reduced -3.8k -3,798
34 FRANKLIN RESOURCES INC 0.01% of their portfolio San Mateo, CA 386,000386.0k $30.9m $30.9m 0.01% Added +22.1k +22,108
35 PRIVATE MANAGEMENT GROUP INC 1.09% of their portfolio IRVINE, CA 354,397354.4k $28.4m $28.4m 1.09% Reduced -3.9k -3,893
36 Leeward Investments, LLC - MA 1.29% of their portfolio BOSTON, MA 350,369350.4k $28.0m $28.0m 1.29% Added +7.7k +7,736
37 DEPRINCE RACE & ZOLLO INC 0.52% of their portfolio Winter Park, FL 293,170293.2k $23.5m $23.5m 0.52% Reduced -130.9k -130,882
38 Nuveen Asset Management, LLC 0.01% of their portfolio CHICAGO, IL 275,985276.0k $22.1m $22.1m 0.01% Added +5.5k +5,508
39 SEI INVESTMENTS CO 0.03% of their portfolio OAKS, PA 268,208268.2k $21.5m $21.5m 0.03% Added +36.6k +36,604
40 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 250,832250.8k $20.1m $20.1m 0.01% Added +4.9k +4,853
41 Swedbank AB 0.03% of their portfolio STOCKHOLM, V7 250,000250.0k $20.0m $20.0m 0.03% Unchanged
42 12th Street Asset Management Company, LLC 3.46% of their portfolio Nashville, TN 236,636236.6k $18.9m $18.9m 3.46% Added +589 +589
43 Retirement Systems of Alabama 0.07% of their portfolio MONTGOMERY, AL 231,389231.4k $18.5m $18.5m 0.07% Reduced -1.1k -1,098
44 RHUMBLINE ADVISERS 0.02% of their portfolio BOSTON, MA 213,740213.7k $17.1m $17.1m 0.02% Reduced -2.0k -2,041
45 RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio ST PETERSBURG, FL 203,716203.7k $16.3m $16.3m 0.01% Added +904 +904
46 LEE DANNER & BASS INC 1.24% of their portfolio NASHVILLE, TN 201,048201.0k $16.1m $16.1m 1.24% First filing
47 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 198,842198.8k $15.9m $15.9m 0.00% Added +86.9k +86,894
48 Penn Capital Management Company, LLC 1.45% of their portfolio PHILADELPHIA, PA 190,415190.4k $15.3m $15.3m 1.45% Reduced -16.0k -15,969
49 Allspring Global Investments Holdings, LLC 0.02% of their portfolio CHARLOTTE, NC 189,723189.7k $15.2m $15.2m 0.02% Reduced -27.0k -27,024
50 LOOMIS SAYLES & CO L P 0.02% of their portfolio BOSTON, MA 189,705189.7k $15.2m $15.2m 0.02% Added +902 +902
51 TRUIST FINANCIAL CORP 0.02% of their portfolio CHARLOTTE, NC 179,946179.9k $14.4m $14.4m 0.02% Reduced -57.4k -57,405
52 Raymond James Financial Services Advisors, Inc. 0.02% of their portfolio ST. PETERSBURG, FL 171,629171.6k $13.7m $13.7m 0.02% Added +4.2k +4,187
53 STATE OF WISCONSIN INVESTMENT BOARD 0.04% of their portfolio MADISON, WI 171,126171.1k $13.7m $13.7m 0.04% Reduced -3.0k -3,009
54 Ceredex Value Advisors LLC 0.26% of their portfolio WINTER PARK, FL 169,065169.1k $13.5m $13.5m 0.26% Added +1.6k +1,650
55 BESSEMER GROUP INC 0.02% of their portfolio WOODBRIDGE, NJ 160,684160.7k $12.9m $12.9m 0.02% Added +25.7k +25,698
56 FIRST TRUST ADVISORS LP 0.01% of their portfolio Wheaton, IL 160,134160.1k $12.8m $12.8m 0.01% Added +33.9k +33,889
57 VICTORY CAPITAL MANAGEMENT INC 0.01% of their portfolio San Antonio, TX 158,285158.3k $12.7m $12.7m 0.01% Reduced -7.3k -7,311
58 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 155,822155.8k $12.5m $12.5m 0.00% Reduced -4.4k -4,375
59 Swiss National Bank 0.01% of their portfolio ZURICH, V8 151,561151.6k $12.1m $12.1m 0.01% Unchanged
60 KENNEDY CAPITAL MANAGEMENT LLC 0.26% of their portfolio ST LOUIS, MO 149,839149.8k $12.0m $12.0m 0.26% Added +17.6k +17,583
61 BARLOW WEALTH PARTNERS, LLC 1.91% of their portfolio LOUISVILLE, KY 146,748146.7k $13.8m $13.8m 1.91% Added +3.9k +3,861
62 PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 0.05% of their portfolio DENVER, CO 144,458144.5k $11.6m $11.6m 0.05% Reduced -806 -806
63 THORNBURG INVESTMENT MANAGEMENT INC 0.16% of their portfolio SANTA FE, NM 144,372144.4k $11.5m $11.5m 0.16% Reduced -6.6k -6,600
64 California Public Employees Retirement System 0.01% of their portfolio Sacramento, CA 141,506141.5k $11.3m $11.3m 0.01% Added +4.4k +4,374
65 MACQUARIE GROUP LTD 0.01% of their portfolio Sydney, NSW 2000, C3 140,293140.3k $11.2m $11.2m 0.01% Added +32.6k +32,616
66 WEDGE CAPITAL MANAGEMENT L L P/NC 0.19% of their portfolio CHARLOTTE, NC 135,215135.2k $10.8m $10.8m 0.19% Reduced -32.0k -31,976
67 Rafferty Asset Management, LLC 0.04% of their portfolio New York, NY 133,115133.1k $10.7m $10.7m 0.04% Added +23.2k +23,241
68 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 130,771130.8k $10.5m $10.5m 0.00% Reduced -3.2k -3,160
69 Stieven Capital Advisors, L.P. 2.30% of their portfolio ST. LOUIS, MO 129,900129.9k $10.4m $10.4m 2.30% Added +60.0k +60,000
70 NATIXIS ADVISORS, LLC 0.02% of their portfolio Boston, MA 124,308124.3k $9.9m $9.9m 0.02% Reduced -5.2k -5,224
71 OPPENHEIMER ASSET MANAGEMENT INC. 0.12% of their portfolio NEW YORK, NY 121,986122.0k $9.8m $9.8m 0.12% Added +20.0k +19,963
72 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 118,975119.0k $9.5m $9.5m 0.00% Added +1.5k +1,534
73 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio ALBANY, NY 117,456117.5k $9.4m $9.4m 0.02% Reduced -4.8k -4,800
74 Legal & General Group Plc 0.00% of their portfolio London, X0 117,214117.2k $9.4m $9.4m 0.00% Added +1.3k +1,263
75 Pier Capital, LLC 1.33% of their portfolio STAMFORD, CT 111,797111.8k $8.9m $8.9m 1.33% Added +15.8k +15,797
76 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 109,877109.9k $8.8m $8.8m 0.00% Reduced -3.3k -3,299
77 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.03% of their portfolio COLUMBUS, OH 109,437109.4k $8.8m $8.8m 0.03% Reduced -13.6k -13,614
78 PEREGRINE CAPITAL MANAGEMENT LLC 0.25% of their portfolio MINNEAPOLIS, MN 105,912105.9k $8.5m $8.5m 0.25% Added +4.3k +4,279
79 UBS Group AG 0.00% of their portfolio ZURICH, V8 102,075102.1k $8.2m $8.2m 0.00% Added +18.3k +18,330
80 CITIGROUP INC 0.01% of their portfolio NEW YORK, NY 96,92696.9k $7.8m $7.8m 0.01% Added +11.6k +11,648
81 Corebridge Financial, Inc. 0.04% of their portfolio HOUSTON, TX 96,74896.7k $7.7m $7.7m 0.04% First filing
82 SILVERCREST ASSET MANAGEMENT GROUP LLC 0.05% of their portfolio NEW YORK, NY 95,04895.0k $7.6m $7.6m 0.05% Added +1.3k +1,294
83 Southeast Asset Advisors, LLC 0.90% of their portfolio THOMASVILLE, GA 93,54293.5k $7.5m $7.5m 0.90% Unchanged
84 JACOBS LEVY EQUITY MANAGEMENT, INC 0.03% of their portfolio FLORHAM PARK, NJ 93,47793.5k $7.5m $7.5m 0.03% Reduced -3.6k -3,620
85 CAPTRUST FINANCIAL ADVISORS 0.02% of their portfolio RALEIGH, NC 86,25086.2k $6.9m $6.9m 0.02% Reduced -1.9k -1,940
86 DIVERSIFIED TRUST CO 0.19% of their portfolio MEMPHIS, TN 84,58084.6k $6.8m $6.8m 0.19% Reduced -342 -342
87 NEUBERGER BERMAN GROUP LLC 0.01% of their portfolio NEW YORK, NY 84,11284.1k $6.7m $6.7m 0.01% Reduced -232.9k -232,907
88 CAROLINAS WEALTH CONSULTING LLC 1.26% of their portfolio CHARLOTTE, NC 81,86781.9k $6.6m $6.6m 1.26% Reduced -5.3k -5,318
89 Russell Investments Group, Ltd. 0.01% of their portfolio Seattle, WA 81,59881.6k $6.5m $6.5m 0.01% Reduced -21.2k -21,237
90 Gator Capital Management, LLC 3.27% of their portfolio TAMPA, FL 80,48080.5k $6.4m $6.4m 3.27% Reduced -6.8k -6,800
91 COMERICA BANK 0.03% of their portfolio DALLAS, TX 78,99179.0k $6.3m $6.3m 0.03% Reduced -40.7k -40,749
92 Phocas Financial Corp. 0.72% of their portfolio ALAMEDA, CA 78,47878.5k $6.3m $6.3m 0.72% Reduced -1.5k -1,485
93 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 77,36077.4k $6.2m $6.2m 0.00% Reduced -69.0k -69,047
94 Allianz Asset Management GmbH 0.01% of their portfolio MUNICH, 2M 75,49175.5k $6.0m $6.0m 0.01% Reduced -2.3k -2,273
95 KING LUTHER CAPITAL MANAGEMENT CORP 0.03% of their portfolio FORT WORTH, TX 75,39275.4k $6.0m $6.0m 0.03% Added +4.4k +4,413
96 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio WEST SACRAMENTO, CA 75,22675.2k $6.0m $6.0m 0.01% Reduced -1.5k -1,477
97 STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.01% of their portfolio TALLAHASSEE, FL 74,51274.5k $6.0m $6.0m 0.01% Reduced -4.6k -4,649
98 Edgestream Partners, L.P. 0.27% of their portfolio Princeton, NJ 71,06471.1k $5.7m $5.7m 0.27% Added +64.7k +64,707
99 AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio Greenwich, CT 68,12968.1k $5.3m $5.3m 0.01% Added +40.1k +40,091
100 CANADA LIFE ASSURANCE Co 0.01% of their portfolio WINNIPEG, A2 62,95163.0k $5.0m $5.0m 0.01% Added +5.5k +5,492