Vault-13

PINNACLE FINL PARTNERS INC

COM · Common Stock · CUSIP 72346Q104

27 institutional holders -401 vs Q4 2025
731,728731.7k shares reported held*
$62.1mreported value*
6 new 9 added 5 reduced 397 sold out net sold ≈ $5.3bn (-61.2m 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 ≈ $84.82.

Trends to Q1 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: 2727Q3 22Q3 23Q3 24Q3 25Q1 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

Buyers vs sellers

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

Bought or addedCut or sold out
5000500Q2 24: 181 bought or addedQ2 24: 182 cut or sold outQ3 24: 186 bought or addedQ3 24: 189 cut or sold outQ3 24Q4 24: 203 bought or addedQ4 24: 202 cut or sold outQ1 25: 221 bought or addedQ1 25: 194 cut or sold outQ1 25Q2 25: 239 bought or addedQ2 25: 217 cut or sold outQ3 25: 270 bought or addedQ3 25: 247 cut or sold outQ3 25Q4 25: 212 bought or addedQ4 25: 288 cut or sold outQ1 26: 15 bought or addedQ1 26: 402 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 2024181182
Q3 2024186189
Q4 2024203202
Q1 2025221194
Q2 2025239217
Q3 2025270247
Q4 2025212288
Q1 202615402

Calls vs puts

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

CallsPuts
$0$5m$10m$15mQ2 25 calls: $5.1mQ2 25 puts: $276.0kQ2 25P/C 0.05Q3 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 —
Numbers
QuarterCallsPutsP/C
Q2 2025$5.1m$276.0k0.05
Q3 2025$12.8m$8.9m0.69
Q4 2025$8.3m$9.2m1.11
Q1 2026$0$0—

Biggest buyers

Vinva Investment Management Ltd New +420,063+420.1k
Oliver Luxxe Assets LLC New +58,016+58.0k
Greenwich Wealth Management LLC New +17,588+17.6k
Y-Intercept (Hong Kong) Ltd New +11,337+11.3k
Corient Private Wealth LP Added +6,372+6.4k
Ethic Inc. New +3,869+3.9k
SIGNATUREFD, LLC Added +2,216+2.2k
BROOKS, MOORE & ASSOCIATES, INC. Added +1,491+1.5k
Parcion Private Wealth LLC Added +235+235
Investors Research Corp New +219+219

Biggest sellers

BlackRock, Inc. Sold out -9,655,700-9.7m
AQR CAPITAL MANAGEMENT LLC Sold out -5,330,170-5.3m
T. Rowe Price Investment Management, Inc. Sold out -4,973,800-5.0m
STATE STREET CORP Sold out -3,451,939-3.5m
WELLINGTON MANAGEMENT GROUP LLP Sold out -3,067,116-3.1m
DIMENSIONAL FUND ADVISORS LP Sold out -2,790,636-2.8m
Invesco Ltd. Sold out -2,188,080-2.2m
Alyeska Investment Group, L.P. Sold out -1,672,201-1.7m
GEODE CAPITAL MANAGEMENT, LLC Sold out -1,576,459-1.6m
FMR LLC Sold out -1,535,798-1.5m

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 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Vinva Investment Management Ltd 0.44% of their portfolio SYDNEY, C3 420,063420.1k $35.7m $35.7m 0.44% New
2 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 77,60577.6k $6.2m $6.2m 0.01% Reduced -14.8k -14,769
3 Oliver Luxxe Assets LLC 0.75% of their portfolio GLADSTONE, NJ 58,01658.0k $5.0m $5.0m 0.75% New
4 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 39,85239.9k $3.4m $3.4m 0.00% Added +6.4k +6,372
5 BROOKS, MOORE & ASSOCIATES, INC. 1.28% of their portfolio CHATTANOOGA, TN 29,61529.6k $2.6m $2.6m 1.28% Added +1.5k +1,491
6 COURAGE CAPITAL MANAGEMENT LLC 2.63% of their portfolio NASHVILLE, TN 21,56521.6k $1.9m $1.9m 2.63% Unchanged
7 Greenwich Wealth Management LLC 0.06% of their portfolio GREENWICH, CT 17,58817.6k $1.5m $1.5m 0.06% New
8 Y-Intercept (Hong Kong) Ltd 0.02% of their portfolio HONG KONG, K3 11,33711.3k $976.6k $976.6k 0.02% New
9 SIGNATUREFD, LLC 0.01% of their portfolio ATLANTA, GA 6,7166.7k $578.5k $578.5k 0.01% Added +2.2k +2,216
10 NorthCrest Asset Manangement, LLC 0.02% of their portfolio PLYMOUTH, MN 6,5156.5k $569.9k $569.9k 0.02% Reduced -6.5k -6,540
11 Councilmark Asset Management, LLC 0.30% of their portfolio KNOXVILLE, TN 6,1406.1k $528.9k $528.9k 0.30% Unchanged
12 Parcion Private Wealth LLC 0.03% of their portfolio BELLEVUE, WA 5,9325.9k $511.0k $511.0k 0.03% Added +235 +235
13 De Lisle Partners LLP 0.06% of their portfolio POOLE, X0 5,8745.9k $506.0k $506.0k 0.06% Unchanged
14 PAX Financial Group, LLC 0.08% of their portfolio SAN ANTONIO, TX 5,7025.7k $491.2k $491.2k 0.08% Reduced -815 -815
15 Capital Investment Counsel, Inc 0.05% of their portfolio RALEIGH, NC 4,7594.8k $409.9k $409.9k 0.05% Unchanged
16 Ethic Inc. 0.01% of their portfolio NEW YORK, NY 3,8693.9k $333.3k $333.3k 0.01% New
17 Investment Research & Advisory Group, Inc. 0.09% of their portfolio ATLANTA, GA 3,0803.1k $265.4k $265.4k 0.09% Added +17 +17
18 Virtue Capital Management, LLC 0.04% of their portfolio BRENTWOOD, TN 2,8312.8k $236.8k $236.8k 0.04% Added +88 +88
19 Citadel Investment Advisory, Inc. 0.08% of their portfolio CHESTERLAND, OH 1,9091.9k $164.0k $164.0k 0.08% Unchanged
20 Asset Planning,Inc 0.11% of their portfolio LOS ALAMITOS, CA 1,8781.9k $161.8k $161.8k 0.11% Added +10 +10
21 HORIZON FINANCIAL SERVICES, LLC 0.02% of their portfolio WINSTON SALEM, NC 409409 $35.2k $35.2k 0.02% Unchanged
22 Investors Research Corp 0.00% of their portfolio ATLANTA, GA 219219 $18.9k $18.9k 0.00% New
23 Scarborough Advisors, LLC 0.00% of their portfolio ANNAPOLIS, MD 196196 $16.9k $16.9k 0.00% Added +1 +1
24 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 3131 $3.0k $3.0k 0.00% Reduced -609 -609
25 Cromwell Holdings LLC 0.00% of their portfolio JACKSON, WY 2525 $2.2k $2.2k 0.00% Added +15 +15
26 HUNTINGTON NATIONAL BANK 0.00% of their portfolio COLUMBUS, OH 11 $95 $95 0.00% Reduced -645 -645
27 Harvest Fund Management Co., Ltd 0.00% of their portfolio BEIJING, F4 11 $0 $0 0.00% Unchanged