Vault-13

PINNACLE FINL PARTNERS INC

COM · Common Stock · CUSIP 72346Q104

513 institutional holders +30 vs Q1 2025
66,575,04866.6m shares reported held*
$7.4bnreported value*
65 new 174 added 181 reduced 36 sold out net sold ≈ $38.6m (-338.5k 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 ($50.1m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $110.43. Options: 7 managers hold calls ($5.1m notional), 3 hold puts ($276.0k).

Trends to Q2 2025

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: 513513Q3 22Q2 23Q1 24Q4 24Q2 25
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

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q3 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 24Q3 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 25
Numbers
QuarterBought or addedCut or sold out
Q3 2023162195
Q4 2023196178
Q1 2024155202
Q2 2024181182
Q3 2024186189
Q4 2024203202
Q1 2025221194
Q2 2025239217

Calls vs puts

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

CallsPuts
$0$5m$10m$15mQ3 24 calls: $9.3mQ3 24 puts: $969.1kQ3 24P/C 0.10Q4 24 calls: $10.6mQ4 24 puts: $1.1mQ4 24P/C 0.10Q1 25 calls: $5.6mQ1 25 puts: $117.1kQ1 25P/C 0.02Q2 25 calls: $5.1mQ2 25 puts: $276.0kQ2 25P/C 0.05
Numbers
QuarterCallsPutsP/C
Q3 2024$9.3m$969.1k0.10
Q4 2024$10.6m$1.1m0.10
Q1 2025$5.6m$117.1k0.02
Q2 2025$5.1m$276.0k0.05

Biggest buyers

Capital Research Global Investors Added +558,144+558.1k
VANGUARD GROUP INC Added +278,525+278.5k
Balyasny Asset Management L.P. Added +271,029+271.0k
WESTWOOD HOLDINGS GROUP INC New +189,586+189.6k
MILLENNIUM MANAGEMENT LLC Added +137,094+137.1k
MORGAN STANLEY Added +132,832+132.8k
ROYAL BANK OF CANADA Added +132,721+132.7k
Holocene Advisors, LP Added +131,280+131.3k
SEI INVESTMENTS CO Added +102,066+102.1k
JANE STREET GROUP, LLC Added +92,330+92.3k

Biggest sellers

FMR LLC Reduced -747,640-747.6k
Azora Capital LP Reduced -501,322-501.3k
STATE STREET CORP Reduced -225,545-225.5k
GOLDMAN SACHS GROUP INC Reduced -225,051-225.1k
WASATCH ADVISORS LP Reduced -206,039-206.0k
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. Reduced -195,462-195.5k
DIMENSIONAL FUND ADVISORS LP Reduced -167,205-167.2k
WELLINGTON MANAGEMENT GROUP LLP Reduced -164,762-164.8k
FIRST TRUST ADVISORS LP Reduced -157,666-157.7k
Invesco Ltd. Reduced -157,607-157.6k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $1.9m17.5k shares
CITADEL ADVISORS LLC Added $817.0k7.4k shares
GROUP ONE TRADING LLC Added $750.8k6.8k shares
JANE STREET GROUP, LLC Added $629.3k5.7k shares
PUFF WEALTH MANAGEMENT, LLC Unchanged $552.0k5.0k shares
SIMPLEX TRADING, LLC Added $430.0k3.9k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP New $265.0k2.4k shares
GROUP ONE TRADING LLC Reduced $11.0k100 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, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 VANGUARD GROUP INC 0.01% of their portfolio Valley Forge, PA 7,453,7187.5m $823.0m $823.0m 0.01% Added +278.5k +278,525
2 BlackRock, Inc. 0.01% of their portfolio New York, NY 6,997,2157.0m $772.6m $772.6m 0.01% Reduced -20.9k -20,939
3 T. Rowe Price Investment Management, Inc. 0.29% of their portfolio BALTIMORE, MD 4,172,2054.2m $460.7m $460.7m 0.29% Added +11.5k +11,540
4 STATE STREET CORP 0.01% of their portfolio BOSTON, MA 3,026,9353.0m $334.2m $334.2m 0.01% Reduced -225.5k -225,545
5 WASATCH ADVISORS LP 1.67% of their portfolio SALT LAKE CITY, UT 2,892,0412.9m $319.3m $319.3m 1.67% Reduced -206.0k -206,039
6 DIMENSIONAL FUND ADVISORS LP 0.06% of their portfolio AUSTIN, TX 2,516,9022.5m $277.9m $277.9m 0.06% Reduced -167.2k -167,205
7 Invesco Ltd. 0.04% of their portfolio ATLANTA, GA 2,299,4772.3m $253.9m $253.9m 0.04% Reduced -157.6k -157,607
8 FMR LLC 0.01% of their portfolio BOSTON, MA 1,776,4751.8m $196.1m $196.1m 0.01% Reduced -747.6k -747,640
9 WELLINGTON MANAGEMENT GROUP LLP 0.03% of their portfolio Boston, MA 1,427,7741.4m $157.6m $157.6m 0.03% Reduced -164.8k -164,762
10 GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio BOSTON, MA 1,389,4281.4m $153.4m $153.4m 0.01% Reduced -793 -793
11 North Reef Capital Management LP 5.70% of their portfolio LAGUNA BEACH, CA 1,165,0001.2m $128.6m $128.6m 5.70% Reduced -20.0k -20,000
12 Capital Research Global Investors 0.03% of their portfolio Los Angeles, CA 1,131,2941.1m $124.9m $124.9m 0.03% Added +558.1k +558,144
13 Fenimore Asset Management Inc 2.37% of their portfolio Cobleskill, NY 1,076,9681.1m $118.9m $118.9m 2.37% Added +23.6k +23,552
14 NORGES BANK 0.01% of their portfolio OSLO, Q8 1,027,6361.0m $113.5m $113.5m 0.01% Added +25.2k +25,199
15 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.10% of their portfolio Toronto, A6 1,010,4221.0m $111.6m $111.6m 0.10% Added +31.9k +31,858
16 BloombergSen Inc. 8.13% of their portfolio TORONTO, A6 872,144872.1k $96.3m $96.3m 8.13% Reduced -10.7k -10,677
17 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio SAN FRANCISCO, CA 866,656866.7k $95.7m $95.7m 0.02% Reduced -20.4k -20,366
18 MILLENNIUM MANAGEMENT LLC 0.09% of their portfolio NEW YORK, NY 865,184865.2k $95.5m $95.5m 0.09% Added +137.1k +137,094
19 PRINCIPAL FINANCIAL GROUP INC 0.05% of their portfolio DES MOINES, IA 791,163791.2k $87.4m $87.4m 0.05% Reduced -90.2k -90,184
20 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 761,710761.7k $84.1m $84.1m 0.01% Added +132.8k +132,832
21 GW&K Investment Management, LLC 0.72% of their portfolio BOSTON, MA 726,814726.8k $80.2m $80.2m 0.72% Reduced -31.4k -31,430
22 EARNEST PARTNERS LLC 0.34% of their portfolio ATLANTA, GA 691,180691.2k $76.3m $76.3m 0.34% Reduced -2.2k -2,224
23 JENNISON ASSOCIATES LLC 0.04% of their portfolio NEW YORK, NY 686,744686.7k $75.8m $75.8m 0.04% Added +43.2k +43,162
24 NORTHERN TRUST CORP 0.01% of their portfolio CHICAGO, IL 678,348678.3k $74.9m $74.9m 0.01% Added +9.9k +9,905
25 Pinnacle Financial Partners Inc 1.56% of their portfolio Nashville, TN 673,448673.4k $74.4m $74.4m 1.56% Added +69.1k +69,075
26 Channing Capital Management, LLC 2.06% of their portfolio Chicago, IL 671,556671.6k $74.1m $74.1m 2.06% Added +12.2k +12,162
27 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 652,562652.6k $72.0m $72.0m 0.00% Added +3.4k +3,441
28 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 570,137570.1k $62.9m $62.9m 0.01% Reduced -27.3k -27,307
29 FRONTIER CAPITAL MANAGEMENT CO LLC 0.54% of their portfolio Boston, MA 528,987529.0k $58.4m $58.4m 0.54% Reduced -8.3k -8,305
30 Artemis Investment Management LLP 0.75% of their portfolio EDINBURGH, X0 527,842527.8k $58.3m $58.3m 0.75% Reduced -11.2k -11,155
31 Junto Capital Management LP 1.20% of their portfolio NEW YORK, NY 512,838512.8k $56.6m $56.6m 1.20% Added +66.8k +66,762
32 Azora Capital LP 2.48% of their portfolio MIAMI, FL 497,152497.2k $54.9m $54.9m 2.48% Reduced -501.3k -501,322
33 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 496,852496.9k $54.9m $54.9m 0.00% Added +56.2k +56,152
34 NEW YORK STATE COMMON RETIREMENT FUND 0.07% of their portfolio ALBANY, NY 461,231461.2k $50.9m $50.9m 0.07% Added +2.1k +2,121
35 RAYMOND JAMES FINANCIAL INC 0.02% of their portfolio ST. PETERSBURG, FL 430,887430.9k $47.6m $47.6m 0.02% Reduced -5.7k -5,705
36 GOLDMAN SACHS GROUP INC 0.01% of their portfolio NEW YORK, NY 426,217426.2k $47.1m $47.1m 0.01% Reduced -225.1k -225,051
37 VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 0.44% of their portfolio AMSTERDAM, P7 418,375418.4k $46.2m $46.2m 0.44% Reduced -195.5k -195,462
38 SEI INVESTMENTS CO 0.05% of their portfolio OAKS, PA 376,762376.8k $41.6m $41.6m 0.05% Added +102.1k +102,066
39 FRANKLIN RESOURCES INC 0.01% of their portfolio San Mateo, CA 373,315373.3k $41.2m $41.2m 0.01% Reduced -2.4k -2,386
40 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio NEW YORK, NY 356,773356.8k $39.4m $39.4m 0.01% Added +83.8k +83,845
41 12th Street Asset Management Company, LLC 6.17% of their portfolio Nashville, TN 324,938324.9k $35.9m $35.9m 6.17% Reduced -16.8k -16,768
42 Balyasny Asset Management L.P. 0.07% of their portfolio Chicago, IL 297,181297.2k $32.8m $32.8m 0.07% Added +271.0k +271,029
43 Leeward Investments, LLC - MA 1.68% of their portfolio BOSTON, MA 285,333285.3k $31.5m $31.5m 1.68% Reduced -9.3k -9,292
44 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 280,772280.8k $31.0m $31.0m 0.00% Added +132.7k +132,721
45 WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.08% of their portfolio CHICAGO, IL 263,708263.7k $29.1m $29.1m 0.08% Reduced -21.4k -21,431
46 Retirement Systems of Alabama 0.09% of their portfolio MONTGOMERY, AL 230,937230.9k $25.5m $25.5m 0.09% Added +814 +814
47 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 227,273227.3k $24.9m $24.9m 0.01% Reduced -5.8k -5,792
48 PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 0.10% of their portfolio DENVER, CO 226,306226.3k $25.0m $25.0m 0.10% Unchanged
49 Holocene Advisors, LP 0.06% of their portfolio New York, NY 225,148225.1k $24.9m $24.9m 0.06% Added +131.3k +131,280
50 KENNEDY CAPITAL MANAGEMENT LLC 0.59% of their portfolio ST LOUIS, MO 223,104223.1k $24.6m $24.6m 0.59% Reduced -4.4k -4,421
51 RHUMBLINE ADVISERS 0.02% of their portfolio BOSTON, MA 209,295209.3k $23.1m $23.1m 0.02% Added +1.0k +1,025
52 MACQUARIE GROUP LTD 0.03% of their portfolio Sydney, NSW 2000, C3 208,957209.0k $23.1m $23.1m 0.03% Reduced -12.3k -12,290
53 BESSEMER GROUP INC 0.04% of their portfolio WOODBRIDGE, NJ 203,534203.5k $22.5m $22.5m 0.04% Added +8.9k +8,879
54 LEE DANNER & BASS INC 1.68% of their portfolio NASHVILLE, TN 195,598195.6k $21.6m $21.6m 1.68% Reduced -493 -493
55 Nuveen, LLC 0.01% of their portfolio CHARLOTTE, NC 191,605191.6k $21.2m $21.2m 0.01% Reduced -61.9k -61,873
56 WESTWOOD HOLDINGS GROUP INC 0.15% of their portfolio DALLAS, TX 189,586189.6k $20.9m $20.9m 0.15% New
57 PICTON MAHONEY ASSET MANAGEMENT 0.28% of their portfolio Toronto, A6 183,086183.1k $20.2m $20.2m 0.28% Added +19.5k +19,507
58 BARLOW WEALTH PARTNERS, LLC 2.56% of their portfolio LOUISVILLE, KY 182,618182.6k $21.4m $21.4m 2.56% Added +1.5k +1,490
59 AQR CAPITAL MANAGEMENT LLC 0.02% of their portfolio Greenwich, CT 181,799181.8k $20.1m $20.1m 0.02% Added +52.3k +52,285
60 LOOMIS SAYLES & CO L P 0.02% of their portfolio BOSTON, MA 173,388173.4k $19.1m $19.1m 0.02% Reduced -1.9k -1,929
61 STATE OF WISCONSIN INVESTMENT BOARD 0.04% of their portfolio MADISON, WI 160,408160.4k $17.7m $17.7m 0.04% Reduced -3.2k -3,160
62 Swedbank AB 0.02% of their portfolio STOCKHOLM, V7 157,000157.0k $17.3m $17.3m 0.02% First filing
63 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 150,192150.2k $16.6m $16.6m 0.00% Added +4.3k +4,306
64 Swiss National Bank 0.01% of their portfolio ZURICH, V8 147,761147.8k $16.3m $16.3m 0.01% Reduced -1.9k -1,900
65 OPPENHEIMER ASSET MANAGEMENT INC. 0.19% of their portfolio NEW YORK, NY 146,456146.5k $16.2m $16.2m 0.19% Reduced -1.0k -1,046
66 Ceredex Value Advisors LLC 0.33% of their portfolio WINTER PARK, FL 141,075141.1k $15.6m $15.6m 0.33% Added +21.8k +21,810
67 UBS Group AG 0.00% of their portfolio ZURICH, V8 135,447135.4k $15.0m $15.0m 0.00% Reduced -94.7k -94,740
68 THORNBURG INVESTMENT MANAGEMENT INC 0.19% of their portfolio SANTA FE, NM 134,451134.5k $14.8m $14.8m 0.19% Reduced -11.4k -11,369
69 Stieven Capital Advisors, L.P. 2.79% of their portfolio ST. LOUIS, MO 129,398129.4k $14.3m $14.3m 2.79% Added +25.1k +25,100
70 California Public Employees Retirement System 0.01% of their portfolio Sacramento, CA 128,160128.2k $14.2m $14.2m 0.01% Added +3.2k +3,154
71 PRIVATE MANAGEMENT GROUP INC 0.45% of their portfolio IRVINE, CA 124,849124.8k $13.8m $13.8m 0.45% Reduced -1.2k -1,235
72 Legal & General Group Plc 0.00% of their portfolio London, X0 124,115124.1k $13.7m $13.7m 0.00% Added +4.0k +3,991
73 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 123,599123.6k $13.6m $13.6m 0.00% Reduced -4.6k -4,603
74 Allspring Global Investments Holdings, LLC 0.02% of their portfolio CHARLOTTE, NC 117,410117.4k $13.4m $13.4m 0.02% Reduced -24.8k -24,755
75 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.03% of their portfolio ALBANY, NY 113,452113.5k $12.5m $12.5m 0.03% Unchanged
76 Impax Asset Management Group plc 0.06% of their portfolio LONDON, X0 100,000100.0k $11.0m $11.0m 0.06% Added +30.0k +30,000
77 JANE STREET GROUP, LLC 0.02% of their portfolio NEW YORK, NY 99,55999.6k $11.0m $11.0m 0.02% Added +92.3k +92,330
78 ADAGE CAPITAL PARTNERS GP, L.L.C. 0.02% of their portfolio Boston, MA 99,00099.0k $10.9m $10.9m 0.02% Added +70.0k +70,000
79 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 94,82794.8k $10.5m $10.5m 0.00% Reduced -2.0k -1,986
80 SILVERCREST ASSET MANAGEMENT GROUP LLC 0.07% of their portfolio NEW YORK, NY 94,08094.1k $10.4m $10.4m 0.07% Added +166 +166
81 FIRST TRUST ADVISORS LP 0.01% of their portfolio Wheaton, IL 93,19393.2k $10.3m $10.3m 0.01% Reduced -157.7k -157,666
82 TWINBEECH CAPITAL LP 0.22% of their portfolio PURCHASE, NY 89,29489.3k $9.9m $9.9m 0.22% New
83 NATIXIS ADVISORS, LLC 0.02% of their portfolio Boston, MA 88,78488.8k $9.8m $9.8m 0.02% Reduced -43.5k -43,470
84 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.03% of their portfolio COLUMBUS, OH 84,83884.8k $9.4m $9.4m 0.03% Added +245 +245
85 CITADEL ADVISORS LLC 0.01% of their portfolio MIAMI, FL 81,68081.7k $9.0m $9.0m 0.01% New
86 CAPTRUST FINANCIAL ADVISORS 0.02% of their portfolio RALEIGH, NC 81,49781.5k $9.0m $9.0m 0.02% Added +11.8k +11,770
87 Qube Research & Technologies Ltd 0.01% of their portfolio LONDON, X0 80,45680.5k $8.9m $8.9m 0.01% Added +65.8k +65,775
88 Boston Partners 0.01% of their portfolio BOSTON, MA 76,63076.6k $8.5m $8.5m 0.01% Reduced -6.5k -6,510
89 Sage Investment Counsel LLC 9.64% of their portfolio Franklin, TN 75,29175.3k $8.3m $8.3m 9.64% Reduced -511 -511
90 Rafferty Asset Management, LLC 0.03% of their portfolio New York, NY 74,90074.9k $8.3m $8.3m 0.03% Reduced -8.4k -8,360
91 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio WEST SACRAMENTO, CA 73,59373.6k $8.1m $8.1m 0.01% Added +28 +28
92 Penn Capital Management Company, LLC 0.70% of their portfolio PHILADELPHIA, PA 73,35073.3k $8.1m $8.1m 0.70% Reduced -2.5k -2,489
93 KING LUTHER CAPITAL MANAGEMENT CORP 0.03% of their portfolio FORT WORTH, TX 72,09272.1k $8.0m $8.0m 0.03% Reduced -508 -508
94 Mariner, LLC 0.01% of their portfolio Overland Park, KS 69,86569.9k $7.7m $7.7m 0.01% Added +3.3k +3,308
95 Phocas Financial Corp. 1.10% of their portfolio ALAMEDA, CA 69,20069.2k $7.6m $7.6m 1.10% Added +11 +11
96 Pier Capital, LLC 1.16% of their portfolio STAMFORD, CT 68,57568.6k $7.6m $7.6m 1.16% Reduced -23.8k -23,812
97 STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.01% of their portfolio TALLAHASSEE, FL 66,83266.8k $7.4m $7.4m 0.01% Added +140 +140
98 TECTONIC ADVISORS LLC 0.43% of their portfolio FRISCO, TX 66,69166.7k $7.4m $7.4m 0.43% Added +390 +390
99 CITIGROUP INC 0.01% of their portfolio NEW YORK, NY 66,65966.7k $7.4m $7.4m 0.01% Reduced -2.6k -2,561
100 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 66,60166.6k $7.4m $7.4m 0.00% Reduced -2.9k -2,913