Pinnacle Financial Partners, Inc. - PNFP
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| OP Asset Management Ltd | History | New | 15,703 | 1,563 | 0.02% | — | 1 | +15,703 | New | Q1 2026 | Apr 09, 2026 |
| Ausbil Investment Management Ltd | History | New | 10,663 | 936 | 0.47% | — | 2 | +10,663 | New | Q1 2026 | Apr 07, 2026 |
| Wedmont Private Capital | History | New | 8,697 | 792 | 0.03% | — | 3 | +8,697 | New | Q1 2026 | Apr 09, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 7,113 | 613 | 0.0% | — | 4 | +7,113 | New | Q1 2026 | Apr 07, 2026 |
| GAMMA Investing LLC | History | New | 3,719 | 320 | 0.01% | — | 5 | +3,719 | New | Q1 2026 | Apr 06, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 3,030 | 266 | 0.0% | 0.0% | 6 | +131 | 4.52% | Q1 2026 | Apr 07, 2026 |
| Versant Capital Management, Inc | History | Added to | 683 | 58 | 0.01% | 0.01% | 7 | +168 | 32.62% | Q1 2026 | Apr 06, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | New | 2,000 | 49 | 0.01% | — | 8 | +2,000 | New | Q1 2026 | Apr 08, 2026 |
| High Point Wealth Management, LLC | History | No change | 284 | 24 | 0.02% | 0.03% | 9 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| CoreCap Advisors, LLC | History | Added to | 212 | 18 | 0.0% | 0.0% | 10 | +39 | 22.54% | Q1 2026 | Apr 07, 2026 |
| Ares Financial Consulting, LLC | History | New | 144 | 12 | 0.01% | — | 11 | +144 | New | Q1 2026 | Apr 02, 2026 |
| CX Institutional | History | New | 40 | 3 | 0.0% | — | 12 | +40 | New | Q1 2026 | Apr 06, 2026 |
| DiNuzzo Private Wealth, Inc. | History | New | 18 | 1 | 0.0% | — | 13 | +18 | New | Q1 2026 | Apr 08, 2026 |
| BloombergSen Inc. | History | Closed out | 0 | 0 | — | 5.58% | — | -801,131 | -100.0% | Q4 2025 | Feb 06, 2026 |
| LEE DANNER & BASS INC | History | Closed out | 0 | 0 | — | 1.45% | — | -211,897 | -100.0% | Q4 2025 | Jan 29, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Closed out | 0 | 0 | — | 0.02% | — | -89,587 | -100.0% | Q4 2025 | Feb 17, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -48,783 | -100.0% | Q4 2025 | Feb 09, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -46,456 | -100.0% | Q4 2025 | Jan 21, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.19% | — | -42,822 | -100.0% | Q4 2025 | Feb 17, 2026 |
| FNY Investment Advisers, LLC | History | Closed out | 0 | 0 | — | 0.84% | — | -31,332 | -100.0% | Q4 2025 | Jan 16, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.02% | — | -28,309 | -100.0% | Q4 2025 | Feb 05, 2026 |
| EverSource Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -21,060 | -100.0% | Q4 2025 | Feb 06, 2026 |
| Duncan Williams Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.33% | — | -12,954 | -100.0% | Q4 2025 | Feb 05, 2026 |
| IRONWOOD INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.45% | — | -11,327 | -100.0% | Q4 2025 | Feb 12, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -10,954 | -100.0% | Q4 2025 | Feb 10, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -7,159 | -100.0% | Q4 2025 | Feb 09, 2026 |
| Legacy Financial Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -4,283 | -100.0% | Q4 2025 | Feb 04, 2026 |
| Ensign Peak Advisors, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -4,171 | -100.0% | Q4 2025 | Feb 12, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -4,061 | -100.0% | Q4 2025 | Feb 02, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,933 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Sunbelt Securities, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -3,819 | -100.0% | Q4 2025 | Feb 20, 2026 |
| Strategic Blueprint, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,449 | -100.0% | Q4 2025 | Jan 30, 2026 |
| Neo Ivy Capital Management | History | Closed out | 0 | 0 | — | 0.04% | — | -2,582 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Fifth Third Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,387 | -100.0% | Q4 2025 | Jan 15, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,357 | -100.0% | Q4 2025 | Jan 23, 2026 |
| Bruce G. Allen Investments, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -464 | -100.0% | Q4 2025 | Feb 10, 2026 |
| Quent Capital, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -421 | -100.0% | Q4 2025 | Jan 29, 2026 |
| Parallel Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -316 | -100.0% | Q4 2025 | Feb 11, 2026 |
| Westside Investment Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -210 | -100.0% | Q4 2025 | Jan 23, 2026 |
| Torren Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -204 | -100.0% | Q4 2025 | Jan 30, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -203 | -100.0% | Q4 2025 | Feb 10, 2026 |
| Salomon & Ludwin, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -164 | -100.0% | Q4 2025 | Jan 28, 2026 |
| PEREGRINE CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -160 | -100.0% | Q4 2025 | Jan 28, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -133 | -100.0% | Q4 2025 | Jan 21, 2026 |
| LRI Investments, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -118 | -100.0% | Q4 2025 | Feb 04, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -114 | -100.0% | Q4 2025 | Feb 09, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -96 | -100.0% | Q4 2025 | Feb 05, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Closed out | 0 | 0 | — | 0.0% | — | -82 | -100.0% | Q4 2025 | Feb 06, 2026 |
| North Star Investment Management Corp. | History | Closed out | 0 | 0 | — | 0.0% | — | -81 | -100.0% | Q4 2025 | Jan 30, 2026 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -70 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Fortitude Family Office, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16 | -100.0% | Q4 2025 | Jan 15, 2026 |
| Rossby Financial, LCC | History | Closed out | 0 | 0 | — | 0.0% | — | -14 | -100.0% | Q4 2025 | Feb 12, 2026 |
| Bay Harbor Wealth Management, LLC | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q4 2025 | Feb 02, 2026 |
| Bogart Wealth, LLC | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q4 2025 | Jan 30, 2026 |
| Principia Wealth Advisory, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q4 2025 | Feb 10, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |