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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SG Americas Securities, LLC | History | New | 448,493 | 38,633 | 0.04% | — | 1 | +448,493 | New | Q1 2026 | Apr 16, 2026 |
| COMMUNITY TRUST & INVESTMENT CO | History | New | 154,753 | 13,330 | 0.72% | — | 2 | +154,753 | New | Q1 2026 | Apr 13, 2026 |
| Asio Capital, LLC | History | New | 69,798 | 6,012 | 0.84% | — | 3 | +69,798 | New | Q1 2026 | Apr 15, 2026 |
| TECTONIC ADVISORS LLC | History | New | 68,649 | 5,913 | 0.31% | — | 4 | +68,649 | New | Q1 2026 | Apr 17, 2026 |
| Diversified Trust Co | History | New | 54,144 | 4,663 | 0.09% | — | 5 | +54,144 | New | Q1 2026 | Apr 16, 2026 |
| Gradient Investments LLC | History | New | 41,820 | 3,602 | 0.06% | — | 6 | +41,820 | New | Q1 2026 | Apr 13, 2026 |
| Covea Finance | History | New | 33,500 | 2,885 | 0.1% | — | 7 | +33,500 | New | Q1 2026 | Apr 15, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | New | 27,456 | 2,365 | 0.15% | — | 8 | +27,456 | New | Q1 2026 | Apr 14, 2026 |
| Westhampton Capital, LLC | History | New | 17,295 | 1,489 | 0.7% | — | 9 | +17,295 | New | Q1 2026 | Apr 16, 2026 |
| Merit Financial Group, LLC | History | New | 16,668 | 1,435 | 0.01% | — | 10 | +16,668 | New | Q1 2026 | Apr 15, 2026 |
| OP Asset Management Ltd | History | New | 15,703 | 1,352 | 0.02% | — | 11 | +15,703 | New | Q1 2026 | Apr 10, 2026 |
| Oak Thistle LLC | History | New | 14,221 | 1,224 | 0.12% | — | 12 | +14,221 | New | Q1 2026 | Apr 10, 2026 |
| Krilogy Financial LLC | History | New | 10,816 | 1,007 | 0.03% | — | 13 | +10,816 | New | Q1 2026 | Apr 17, 2026 |
| Ausbil Investment Management Ltd | History | New | 10,663 | 936 | 0.47% | — | 14 | +10,663 | New | Q1 2026 | Apr 07, 2026 |
| Sunbeam Capital Management, LLC | History | New | 9,961 | 858 | 0.49% | — | 15 | +9,961 | New | Q1 2026 | Apr 16, 2026 |
| Wedmont Private Capital | History | New | 8,697 | 792 | 0.03% | — | 16 | +8,697 | New | Q1 2026 | Apr 09, 2026 |
| Compass Ion Advisors, LLC | History | New | 8,671 | 746 | 0.07% | — | 17 | +8,671 | New | Q1 2026 | Apr 13, 2026 |
| Brucke Financial, Inc. | History | New | 7,585 | 653 | 0.33% | — | 18 | +7,585 | New | Q1 2026 | Apr 10, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 7,113 | 613 | 0.0% | — | 19 | +7,113 | New | Q1 2026 | Apr 07, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 6,830 | 588 | 0.03% | — | 20 | +6,830 | New | Q1 2026 | Apr 16, 2026 |
| HHM Wealth Advisors, LLC | History | New | 6,144 | 529 | 0.06% | — | 21 | +6,144 | New | Q1 2026 | Apr 17, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | New | 6,133 | 528 | 0.06% | — | 22 | +6,133 | New | Q1 2026 | Apr 16, 2026 |
| PFW Advisors LLC | History | New | 5,458 | 470 | 0.15% | — | 23 | +5,458 | New | Q1 2026 | Apr 10, 2026 |
| Prospera Financial Services Inc | History | New | 4,638 | 399 | 0.01% | — | 24 | +4,638 | New | Q1 2026 | Apr 14, 2026 |
| Capital Investment Advisors, LLC | History | New | 4,434 | 381 | 0.01% | — | 26 | +4,434 | New | Q1 2026 | Apr 17, 2026 |
| Gibson Capital, LLC | History | New | 4,429 | 381 | 0.07% | — | 25 | +4,429 | New | Q1 2026 | Apr 17, 2026 |
| DAVENPORT & Co LLC | History | New | 4,143 | 356 | 0.0% | — | 27 | +4,143 | New | Q1 2026 | Apr 15, 2026 |
| NBC SECURITIES, INC. | History | New | 4,087 | 352 | 0.03% | — | 28 | +4,087 | New | Q1 2026 | Apr 14, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | New | 3,936 | 339 | 0.01% | — | 29 | +3,936 | New | Q1 2026 | Apr 15, 2026 |
| GAMMA Investing LLC | History | New | 3,719 | 320 | 0.01% | — | 30 | +3,719 | New | Q1 2026 | Apr 06, 2026 |
| FAMILY WEALTH PARTNERS, LLC | History | New | 3,531 | 304 | 0.1% | — | 31 | +3,531 | New | Q1 2026 | Apr 14, 2026 |
| E. Ohman J:or Asset Management AB | History | New | 3,500 | 301 | 0.01% | — | 32 | +3,500 | New | Q1 2026 | Apr 16, 2026 |
| Perigon Wealth Management, LLC | History | New | 3,440 | 296 | 0.01% | — | 33 | +3,440 | New | Q1 2026 | Apr 10, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | New | 3,348 | 288 | 0.0% | — | 34 | +3,348 | New | Q1 2026 | Apr 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 3,030 | 266 | 0.0% | 0.0% | 35 | +131 | 4.52% | Q1 2026 | Apr 07, 2026 |
| BI Asset Management Fondsmaeglerselskab A/S | History | New | 2,828 | 244 | 0.0% | — | 36 | +2,828 | New | Q1 2026 | Apr 16, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | New | 2,680 | 230 | 0.04% | — | 37 | +2,680 | New | Q1 2026 | Apr 15, 2026 |
| Register Financial Advisors LLC | History | New | 2,627 | 226 | 0.08% | — | 38 | +2,627 | New | Q1 2026 | Apr 15, 2026 |
| FLYWHEEL PRIVATE WEALTH LLC | History | New | 2,618 | 225 | 0.13% | — | 39 | +2,618 | New | Q1 2026 | Apr 16, 2026 |
| MATHER GROUP, LLC. | History | New | 2,574 | 221 | 0.0% | — | 40 | +2,574 | New | Q1 2026 | Apr 13, 2026 |
| Murphy, Middleton, Hinkle & Parker, Inc. | History | New | 2,486 | 214 | 0.1% | — | 41 | +2,486 | New | Q1 2026 | Apr 15, 2026 |
| IFP Advisors, Inc | History | New | 1,691 | 145 | 0.0% | — | 42 | +1,691 | New | Q1 2026 | Apr 13, 2026 |
| True Wealth Design, LLC | History | New | 1,332 | 114 | 0.03% | — | 43 | +1,332 | New | Q1 2026 | Apr 13, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 947 | 81 | 0.0% | — | 44 | +947 | New | Q1 2026 | Apr 13, 2026 |
| Versant Capital Management, Inc | History | Added to | 683 | 58 | 0.01% | 0.01% | 45 | +168 | 32.62% | Q1 2026 | Apr 06, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | New | 2,000 | 49 | 0.01% | — | 46 | +2,000 | New | Q1 2026 | Apr 08, 2026 |
| CITY HOLDING CO | History | New | 300 | 25 | 0.0% | — | 47 | +300 | New | Q1 2026 | Apr 15, 2026 |
| High Point Wealth Management, LLC | History | No change | 284 | 24 | 0.02% | 0.03% | 48 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Activest Wealth Management | History | New | 270 | 23 | 0.0% | — | 49 | +270 | New | Q1 2026 | Apr 15, 2026 |
| Bell Investment Advisors, Inc | History | New | 212 | 18 | 0.0% | — | 50 | +212 | New | Q1 2026 | Apr 17, 2026 |
| CoreCap Advisors, LLC | History | Added to | 212 | 18 | 0.0% | 0.0% | 51 | +39 | 22.54% | Q1 2026 | Apr 07, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | New | 179 | 15 | 0.0% | — | 52 | +179 | New | Q1 2026 | Apr 13, 2026 |
| Ares Financial Consulting, LLC | History | New | 144 | 12 | 0.01% | — | 53 | +144 | New | Q1 2026 | Apr 02, 2026 |
| Fortitude Family Office, LLC | History | Added to | 129 | 11 | 0.0% | 0.0% | 54 | +113 | 706.25% | Q1 2026 | Apr 15, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 84 | 7 | 0.0% | 0.0% | 55 | +2 | 2.44% | Q1 2026 | Apr 13, 2026 |
| CX Institutional | History | New | 40 | 3 | 0.0% | — | 57 | +40 | New | Q1 2026 | Apr 06, 2026 |
| Roble, Belko & Company, Inc | History | New | 39 | 3 | 0.0% | — | 56 | +39 | New | Q1 2026 | Apr 16, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | New | 37 | 3 | 0.0% | — | 58 | +37 | New | Q1 2026 | Apr 14, 2026 |
| FNY Investment Advisers, LLC | History | Reduced | 25 | 2 | 0.0% | 0.84% | 59 | -31,307 | -99.92% | Q1 2026 | Apr 15, 2026 |
| DiNuzzo Private Wealth, Inc. | History | New | 18 | 1 | 0.0% | — | 62 | +18 | New | Q1 2026 | Apr 08, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 16 | 1 | 0.0% | — | 61 | +9 | 128.57% | Q1 2026 | Apr 14, 2026 |
| Capital Advisors, Ltd. LLC | History | New | 8 | 1 | 0.0% | — | 60 | +8 | New | Q1 2026 | Apr 16, 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 |
| 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 |
| 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 |
| Rossby Financial, LCC | History | Closed out | 0 | 0 | — | 0.0% | — | -14 | -100.0% | Q4 2025 | Feb 12, 2026 |
| AdvisorNet Financial, Inc | History | New | 9 | 0 | — | — | — | +9 | New | Q1 2026 | Apr 17, 2026 |
| Financial Management Professionals, Inc. | History | New | 6 | 0 | — | — | — | +6 | New | Q1 2026 | Apr 15, 2026 |
| Bogart Wealth, LLC | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q4 2025 | Jan 30, 2026 |
| Vermillion Wealth Management, Inc. | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | Apr 17, 2026 |
| CENTRAL TRUST Co | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | Apr 17, 2026 |
| Quaker Wealth Management, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | Apr 10, 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 |