Institutional HoldersBeta

Who holds a company, from every 13F filed for the quarter, one row per filer exactly as filed, against the latest share count the company reported.

Pinnacle Financial Partners, Inc.

CIK 0002082866PNFPPNFP-PAPNFP-PBPNFP-PC· quarter ending 2026-06-30

Shares outstanding

151,112,640

as of 2026-07-31 · 10-Q cover page, filed 2026-08-04

Held by 13F filers

133,147,004

88.1% of shares outstanding

Holders

716

+73 vs 2026-03-31 · 149 new, 76 exited

Value

$13.4B

shares +5.8% vs prior quarter

Share classes (cover page of the 10-Q filed 2026-08-04, as of 2026-07-31)

Class	Listed	Shares outstanding	Held by 13F filers	% of class	Holders	CUSIP
Common stock	PNFP · NYSE	151,112,640	133,147,004	88.1%	716	72348N109

Each class is compared with its own share count; classes are not added together. A class that is not exchange-listed cannot be held by 13F filers.

Securities (CUSIPs held in 13F this quarter)

tick to combine

CUSIP	Class (as filers write it)	Holders	Shares held	Class shares	% of class	Value	Options	Mapped via
72348N109	COM	716	133,147,004	151,112,640	88.1%	$13.4B	4 call / 3 put	13DG	holders →
72346Q104	Common Stocknot common	7	77,528	—	—	$7.8M	—	13DG	holders →
72348N307	Prefnot common	2	122,752	—	—	$1.4M	—	NPORT	holders →
72348N505	PFDnot common	1	2,000	—	—	$49K	—	NPORT	holders →

Totals combine the ticked CUSIPs and update as you tick: common-stock classes by default; preferreds, notes, warrants and depositary shares are listed but not counted. "holders →" shows a single CUSIP on its own. Bonds are held as a principal amount, not shares. Options positions are never counted as holdings. 6 further CUSIPs map to this company (mostly bonds) but no 13F filer held them this quarter.

Top holders (250 of 716 · 72348N109)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	BlackRock, Inc.	16,898,375	11.18%	$1.7B	+454,797 (+2.8%)
2	WELLINGTON MANAGEMENT GROUP LLP	11,141,397	7.37%	$1.1B	+2,016,827 (+22.1%)
3	FMR LLC	10,488,929	6.94%	$1.1B	+3,290,031 (+45.7%)
4	VANGUARD PORTFOLIO MANAGEMENT LLC	6,907,959	4.57%	$696.9M	-88,617 (-1.3%)
5	VANGUARD CAPITAL MANAGEMENT LLC	6,576,622	4.35%	$663.4M	-191,192 (-2.8%)
6	STATE STREET CORP	6,183,914	4.09%	$623.8M	+291,782 (+5.0%)
7	Invesco Ltd.	5,607,819	3.71%	$565.7M	+2,027,382 (+56.6%)
8	T. Rowe Price Investment Management, Inc.	5,380,230	3.56%	$542.8M	+427,325 (+8.6%)
9	DIMENSIONAL FUND ADVISORS LP	5,101,558	3.38%	$514.6M	+66,263 (+1.3%)
10	NORGES BANK	3,434,982	2.27%	$346.5M	NEW
11	AQR CAPITAL MANAGEMENT LLC	3,423,222	2.27%	$343.8M	-572,420 (-14.3%)
12	Pinnacle Financial Partners, Inc.	3,416,527	2.26%	$344.7M	-80,203 (-2.3%)
13	GEODE CAPITAL MANAGEMENT, LLC	2,980,216	1.97%	$299.8M	+187,047 (+6.7%)
14	BANK OF MONTREAL /CAN/	1,818,045	1.20%	$183.4M	+128,308 (+7.6%)
15	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1,655,077	1.10%	$167.0M	+32,542 (+2.0%)
16	MORGAN STANLEY	1,406,527	0.93%	$141.9M	-220,953 (-13.6%)
17	NORTHERN TRUST CORP	1,358,014	0.90%	$137.0M	-62,616 (-4.4%)
18	Bank of New York Mellon Corp	1,318,701	0.87%	$133.0M	-71,121 (-5.1%)
19	MANUFACTURERS LIFE INSURANCE COMPANY, THE	1,165,975	0.77%	$117.6M	-29,128 (-2.4%)
20	Impax Asset Management Group plc	1,142,360	0.76%	$115.2M	+727,922 (+175.6%)
21	MILLENNIUM MANAGEMENT LLC	1,048,678	0.69%	$105.8M	+250,330 (+31.4%)
22	CITADEL ADVISORS LLC	1,047,875	0.69%	$105.7M	-2,215,310 (-67.9%)
23	VANGUARD FIDUCIARY TRUST CO	948,691	0.63%	$95.7M	+12,700 (+1.4%)
24	GOLDMAN SACHS GROUP INC	834,942	0.55%	$84.2M	+154,755 (+22.8%)
25	Fenimore Asset Management Inc	834,382	0.55%	$84.2M	+8,993 (+1.1%)
26	BloombergSen Inc.	747,954	0.49%	$75.5M	-26,484 (-3.4%)
27	North Reef Capital Management LP	731,537	0.48%	$73.8M	+630,602 (+624.8%)
28	D. E. Shaw & Co., Inc.	705,465	0.47%	$71.2M	-292,639 (-29.3%)
29	BANK OF AMERICA CORP /DE/	696,561	0.46%	$70.3M	-31,505 (-4.3%)
30	EARNEST PARTNERS LLC	684,636	0.45%	$69.1M	+34,758 (+5.3%)
31	SILVERCREST ASSET MANAGEMENT GROUP LLC	661,307	0.44%	$66.7M	-55,440 (-7.7%)
32	FIRST TRUST ADVISORS LP	614,017	0.41%	$61.9M	-50,328 (-7.6%)
33	Vinva Investment Management Ltd	603,456	0.40%	$60.9M	NEW
34	GW&K Investment Management, LLC	593,062	0.39%	$59.8M	+47,686 (+8.7%)
35	Point72 Asset Management, L.P.	535,523	0.35%	$54.0M	-1,309,387 (-71.0%)
36	UBS Group AG	489,448	0.32%	$49.4M	-243,277 (-33.2%)
37	PRICE T ROWE ASSOCIATES INC /MD/	459,232	0.30%	$46.3M	+127,765 (+38.5%)
38	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	452,150	0.30%	$45.6M	+448,268 (+11547.3%)
39	Amundi	438,722	0.29%	$44.3M	+129,477 (+41.9%)
40	RHUMBLINE ADVISERS	437,921	0.29%	$44.2M	+17,491 (+4.2%)
41	12th Street Asset Management Company, LLC	430,655	0.28%	$43.4M	+28,382 (+7.1%)
42	NFJ INVESTMENT GROUP, LLC	417,482	0.28%	$42.1M	-14,314 (-3.3%)
43	BASSWOOD CAPITAL MANAGEMENT, L.L.C.	410,638	0.27%	$41.4M	-45,456 (-10.0%)
44	RAYMOND JAMES FINANCIAL INC	399,485	0.26%	$40.3M	+58,708 (+17.2%)
45	Legal & General Group Plc	364,549	0.24%	$36.8M	-4,310 (-1.2%)
46	JPMORGAN CHASE & CO	361,577	0.24%	$37.1M	+16,692 (+4.8%)
47	Retirement Systems of Alabama	360,457	0.24%	$36.4M	-41,695 (-10.4%)
48	RENAISSANCE TECHNOLOGIES LLC	359,800	0.24%	$36.3M	+171,000 (+90.6%)
49	PRINCIPAL FINANCIAL GROUP INC	341,366	0.23%	$34.4M	+5,455 (+1.6%)
50	Sumitomo Mitsui Trust Group, Inc.	333,594	0.22%	$33.7M	+55,795 (+20.1%)
51	Verition Fund Management LLC	331,141	0.22%	$33.4M	+90,258 (+37.5%)
52	VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.	323,292	0.21%	$32.6M	+272,290 (+533.9%)
53	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	314,784	0.21%	$31.8M	-188,564 (-37.5%)
54	Jain Global LLC	302,232	0.20%	$30.5M	+177,748 (+142.8%)
55	Nuveen, LLC	288,674	0.19%	$29.1M	+38,701 (+15.5%)
56	PRIVATE MANAGEMENT GROUP INC	285,178	0.19%	$28.8M	-2,124 (-0.7%)
57	California Public Employees Retirement System	275,220	0.18%	$27.8M	+3,417 (+1.3%)
58	NEW YORK STATE COMMON RETIREMENT FUND	271,905	0.18%	$27.4M	+3,000 (+1.1%)
59	Carlson Capital, L.P.	259,538	0.17%	$26.2M	+199,404 (+331.6%)
60	Polar Asset Management Partners Inc.	254,471	0.17%	$25.7M	NEW
61	Handelsbanken Fonder AB	235,281	0.16%	$23.7M	+50,000 (+27.0%)
62	DEUTSCHE BANK AG\	228,905	0.15%	$23.1M	-35,584 (-13.5%)
63	Quantinno Capital Management LP	223,724	0.15%	$22.6M	-4,167 (-1.8%)
64	SHAPIRO CAPITAL MANAGEMENT LLC	216,726	0.14%	$21.9M	-28,648 (-11.7%)
65	LAZARD ASSET MANAGEMENT LLC	210,256	0.14%	$21.2M	-105,766 (-33.5%)
66	LEE DANNER & BASS INC	208,944	0.14%	$21.1M	+268 (+0.1%)
67	ENVESTNET ASSET MANAGEMENT INC	204,490	0.14%	$20.6M	+24,357 (+13.5%)
68	Man Group plc	197,950	0.13%	$20.0M	+176,379 (+817.7%)
69	Mariner, LLC	193,028	0.13%	$19.5M	-17,243 (-8.2%)
70	WELLS FARGO & COMPANY/MN	191,238	0.13%	$19.3M	+5,071 (+2.7%)
71	SEI INVESTMENTS CO	187,844	0.12%	$18.9M	-51,594 (-21.5%)
72	ALLIANCEBERNSTEIN L.P.	186,881	0.12%	$16.1M	-2,183 (-1.2%)
73	Private Capital Management, LLC	185,622	0.12%	$18.7M	+2,311 (+1.3%)
74	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	175,456	0.12%	$17.7M	NEW
75	Mitsubishi UFJ Asset Management Co., Ltd.	174,470	0.12%	$17.6M	+16,884 (+10.7%)
76	BARCLAYS PLC	157,778	0.10%	$15.9M	-48,484 (-23.5%)
77	Fisher Asset Management, LLC	157,456	0.10%	$15.9M	-16,020 (-9.2%)
78	COMMUNITY TRUST & INVESTMENT CO	154,463	0.10%	$15.6M	-290 (-0.2%)
79	Jefferies Financial Group Inc.	152,534	0.10%	$15.4M	-284,220 (-65.1%)
80	STATE OF WISCONSIN INVESTMENT BOARD	149,877	0.10%	$15.1M	+4,965 (+3.4%)
81	SALZHAUER MICHAEL	148,566	0.10%	$15.0M	NEW
82	IEQ CAPITAL, LLC	146,831	0.10%	$14.8M	-84,791 (-36.6%)
83	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	145,662	0.10%	$14.7M	+4,405 (+3.1%)
84	FIL Ltd	145,133	0.10%	$14.6M	+122,837 (+550.9%)
85	AMERIPRISE FINANCIAL INC	145,121	0.10%	$14.6M	-58,003 (-28.6%)
86	BNP PARIBAS ASSET MANAGEMENT Holding S.A.	143,932	0.10%	$14.5M	+140,703 (+4357.5%)
87	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	143,461	0.09%	$14.5M	-16,695 (-10.4%)
88	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	137,345	0.09%	$13.9M	NEW
89	WOODMONT INVESTMENT COUNSEL LLC	135,944	0.09%	$13.7M	-1,009 (-0.7%)
90	OPPENHEIMER ASSET MANAGEMENT INC.	133,095	0.09%	$13.4M	+19,022 (+16.7%)
91	GAMCO INVESTORS, INC. ET AL	129,048	0.09%	$13.0M	-1,885 (-1.4%)
92	BW Gestao de Investimentos Ltda.	122,442	0.08%	$12.4M	-15,162 (-11.0%)
93	Creative Planning	118,174	0.08%	$11.9M	+14,125 (+13.6%)
94	MetLife Investment Management, LLC	117,444	0.08%	$11.8M	-140,307 (-54.4%)
95	Channing Capital Management, LLC	116,446	0.08%	$11.7M	+17,004 (+17.1%)
96	CITIGROUP INC	114,330	0.08%	$11.5M	-22,137 (-16.2%)
97	Holocene Advisors, LP	113,992	0.08%	$11.5M	+28,193 (+32.9%)
98	Diamond Hill Capital Management, LLC (Investment Advisor)	110,255	0.07%	$11.1M	-18,602 (-14.4%)
99	Stieven Capital Advisors, L.P.	110,100	0.07%	$11.1M	+50,100 (+83.5%)
100	Cerity Partners LLC	108,871	0.07%	$11.0M	+5,600 (+5.4%)
101	CAPTRUST FINANCIAL ADVISORS	108,834	0.07%	$11.0M	-1,311 (-1.2%)
102	SummitTX Capital, L.P.	104,300	0.07%	$10.5M	NEW
103	BNP PARIBAS FINANCIAL MARKETS	102,159	0.07%	$10.3M	-6,815 (-6.3%)
104	AMERICAN CENTURY COMPANIES INC	95,059	0.06%	$9.6M	-61,657 (-39.3%)
105	GABELLI FUNDS LLC	93,434	0.06%	$9.4M	+1,703 (+1.9%)
106	Allspring Global Investments Holdings, LLC	93,217	0.06%	$9.4M	+12,973 (+16.2%)
107	Swedbank AB	90,892	0.06%	$9.2M	+43,100 (+90.2%)
108	TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY	90,787	0.06%	$9.2M	—
109	VICTORY CAPITAL MANAGEMENT INC	89,386	0.06%	$9.0M	+47,173 (+111.7%)
110	Hudson Bay Capital Management LP	87,491	0.06%	$8.8M	+77,767 (+799.7%)
111	OLD NATIONAL BANCORP /IN/	86,310	0.06%	$8.7M	+62,791 (+267.0%)
112	Lighthouse Investment Partners, LLC	83,113	0.06%	$8.4M	+22,548 (+37.2%)
113	Rhino Investment Partners, Inc	82,389	0.05%	$8.3M	+52,441 (+175.1%)
114	TECTONIC ADVISORS LLC	80,494	0.05%	$8.1M	+11,845 (+17.3%)
115	Black Maple Capital Management LP	75,834	0.05%	$7.7M	-9,715 (-11.4%)
116	Sage Investment Counsel LLC	74,936	0.05%	$7.6M	+3 (+0.0%)
117	WINTON GROUP Ltd	73,864	0.05%	$7.5M	+6,299 (+9.3%)
118	Allianz Asset Management GmbH	73,787	0.05%	$7.4M	NEW
119	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	72,925	0.05%	$6.6M	NEW
120	STIFEL FINANCIAL CORP	71,988	0.05%	$7.3M	-2,298 (-3.1%)
121	Squarepoint Ops LLC	71,805	0.05%	$7.2M	NEW
122	Vanguard Investments Australia, Ltd.	71,771	0.05%	$7.2M	+2,043 (+2.9%)
123	Pictet Asset Management Holding SA	69,360	0.05%	$7.0M	-9,110 (-11.6%)
124	Andra AP-fonden	69,200	0.05%	$7.0M	-16,500 (-19.3%)
125	MERCER GLOBAL ADVISORS INC /ADV	67,876	0.04%	$6.8M	-4,683 (-6.5%)
126	Police & Firemen's Retirement System of New Jersey	67,289	0.04%	$6.8M	+3,818 (+6.0%)
127	Vanguard Global Advisers, LLC	67,121	0.04%	$6.8M	-3,622 (-5.1%)
128	AMALGAMATED BANK	66,750	0.04%	$6.7M	-897 (-1.3%)
129	Korea Investment CORP	66,377	0.04%	$6.7M	-7,323 (-9.9%)
130	Mitsubishi UFJ Trust & Banking Corp	65,591	0.04%	$6.6M	-14,977 (-18.6%)
131	Asio Capital, LLC	65,364	0.04%	$6.6M	-4,434 (-6.4%)
132	Atria Investments, Inc	65,020	0.04%	$6.6M	+2,865 (+4.6%)
133	SG Americas Securities, LLC	64,112	0.04%	$6.5M	-384,381 (-85.7%)
134	Blue Trust, Inc.	63,913	0.04%	$6.4M	-871 (-1.3%)
135	Treasurer of the State of North Carolina	63,572	0.04%	$6.4M	-200 (-0.3%)
136	Reliant Investment Management, LLC	61,435	0.04%	$6.2M	+678 (+1.1%)
137	XTX Topco Ltd	61,330	0.04%	$6.2M	NEW
138	HSBC HOLDINGS PLC	60,988	0.04%	$6.2M	+31,094 (+104.0%)
139	KLP KAPITALFORVALTNING AS	60,701	0.04%	$6.1M	+9,300 (+18.1%)
140	Russell Investments Group, Ltd.	60,434	0.04%	$6.1M	+202 (+0.3%)
141	VANGUARD ASSET MANAGEMENT, Ltd	60,174	0.04%	$6.1M	-18,998 (-24.0%)
142	Sterling Capital Management LLC	60,070	0.04%	$6.1M	-738 (-1.2%)
143	State of Tennessee, Department of Treasury	59,786	0.04%	$6.0M	-3,776 (-5.9%)
144	Asset Management One Co., Ltd.	59,477	0.04%	$6.0M	+5,471 (+10.1%)
145	OSAIC HOLDINGS, INC.	59,400	0.04%	$6.0M	+26,342 (+79.7%)
146	NATIXIS ADVISORS, LLC	57,079	0.04%	$5.8M	+11,388 (+24.9%)
147	Cinctive Capital Management LP	56,254	0.04%	$5.7M	-12,343 (-18.0%)
148	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	55,825	0.04%	$5.6M	NEW
149	ELLERSON GROUP INC /ADV	55,476	0.04%	$5.6M	-23 (-0.0%)
150	DIVERSIFIED TRUST CO	53,436	0.04%	$5.4M	-708 (-1.3%)
151	NewEdge Advisors, LLC	52,910	0.04%	$5.3M	+5,062 (+10.6%)
152	AGP FRANKLIN, LLC	52,884	0.03%	$5.3M	NEW
153	Capricorn Fund Managers Ltd	51,179	0.03%	$5.2M	NEW
154	LPL Financial LLC	50,937	0.03%	$5.1M	-2,911 (-5.4%)
155	Pathstone Holdings, LLC	50,749	0.03%	$5.1M	-2,148 (-4.1%)
156	SIT INVESTMENT ASSOCIATES INC	50,627	0.03%	$5.1M	+594 (+1.2%)
157	CARY STREET PARTNERS FINANCIAL LLC	50,171	0.03%	$5.1M	—
158	State of New Jersey Common Pension Fund D	50,052	0.03%	$5.0M	—
159	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	49,430	0.03%	$5.0M	+5,600 (+12.8%)
160	SOROS FUND MANAGEMENT LLC	49,273	0.03%	$5.0M	NEW
161	Y-Intercept (Hong Kong) Ltd	48,561	0.03%	$4.9M	NEW
162	Oliver Luxxe Assets LLC	48,113	0.03%	$4.9M	NEW
163	NOMURA ASSET MANAGEMENT CO LTD	48,095	0.03%	$4.9M	+730 (+1.5%)
164	Robeco Institutional Asset Management B.V.	47,330	0.03%	$4.8M	+746 (+1.6%)
165	Thrivent Financial for Lutherans	47,220	0.03%	$4.8M	-4,955 (-9.5%)
166	Covea Finance	46,400	0.03%	$4.7M	+12,900 (+38.5%)
167	LEAVELL INVESTMENT MANAGEMENT, INC.	46,295	0.03%	$4.7M	-114 (-0.2%)
168	Gradient Investments LLC	46,256	0.03%	$4.7M	+4,436 (+10.6%)
169	TD Asset Management Inc	45,595	0.03%	$4.6M	-2,700 (-5.6%)
170	VOYA INVESTMENT MANAGEMENT LLC	44,927	0.03%	$4.5M	+29,745 (+195.9%)
171	Louisiana State Employees Retirement System	44,000	0.03%	$4.4M	+400 (+0.9%)
172	Mn Services Vermogensbeheer B.V.	44,000	0.03%	$4.4M	NEW
173	ARIZONA STATE RETIREMENT SYSTEM	43,319	0.03%	$4.4M	+2,256 (+5.5%)
174	DANSKE BANK A/S	43,100	0.03%	$4.3M	+7,898 (+22.4%)
175	Janney Montgomery Scott LLC	43,043	0.03%	$4.3M	+95 (+0.2%)
176	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	42,546	0.03%	$4.3M	-812 (-1.9%)
177	YOUSIF CAPITAL MANAGEMENT, LLC	42,008	0.03%	$4.2M	-2,395 (-5.4%)
178	Universal- Beteiligungs- und Servicegesellschaft mbH	41,580	0.03%	$4.2M	+1,501 (+3.7%)
179	State of Alaska, Department of Revenue	41,578	0.03%	$4.2M	-3,285 (-7.3%)
180	M Holdings Securities, Inc.	40,533	0.03%	$3.9M	-13,623 (-25.2%)
181	Jefferson Bridge Capital, LLC	39,845	0.03%	$4.0M	—
182	Resona Asset Management Co.,Ltd.	39,761	0.03%	$4.0M	-3,522 (-8.1%)
183	Rafferty Asset Management, LLC	38,871	0.03%	$3.9M	-16,954 (-30.4%)
184	THOMPSON SIEGEL & WALMSLEY LLC	38,829	0.03%	$3.9M	-9,003 (-18.8%)
185	FIFTH THIRD BANCORP	38,634	0.03%	$3.9M	-3,880 (-9.1%)
186	JONES FINANCIAL COMPANIES LLLP	38,142	0.03%	$3.9M	+7,548 (+24.7%)
187	STATE OF MICHIGAN RETIREMENT SYSTEM	37,806	0.03%	$3.8M	+1,600 (+4.4%)
188	Riverwater Partners LLC	37,408	0.02%	$3.8M	+6,970 (+22.9%)
189	Zurcher Kantonalbank (Zurich Cantonalbank)	36,960	0.02%	$3.7M	-182 (-0.5%)
190	Vest Financial, LLC	36,921	0.02%	$3.7M	+500 (+1.4%)
191	IFM Investors Pty Ltd	36,475	0.02%	$3.7M	+4,525 (+14.2%)
192	ROYAL BANK OF CANADA	36,247	0.02%	$3.7M	-168,817 (-82.3%)
193	SEB Asset Management AB	36,110	0.02%	$3.6M	+22 (+0.1%)
194	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	36,006	0.02%	$3.6M	-1,713 (-4.5%)
195	BANC FUNDS CO LLC	35,800	0.02%	$3.6M	+14,000 (+64.2%)
196	Corient Private Wealth LP	34,036	0.02%	$3.4M	+15,628 (+84.9%)
197	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	33,832	0.02%	$3.4M	+106 (+0.3%)
198	Lansforsakringar Fondforvaltning AB (publ)	33,815	0.02%	$3.4M	NEW
199	SUSQUEHANNA INTERNATIONAL GROUP, LLP	32,979	0.02%	$3.3M	-42,059 (-56.1%)
200	BESSEMER GROUP INC	32,935	0.02%	$3.3M	+123 (+0.4%)
201	Seneca House Advisors	32,785	0.02%	$3.3M	+8,013 (+32.3%)
202	PATTEN & PATTEN INC/TN	32,733	0.02%	$3.3M	+1,110 (+3.5%)
203	Waverly Advisors, LLC	32,292	0.02%	$3.3M	-2,042 (-5.9%)
204	NEW MEXICO EDUCATIONAL RETIREMENT BOARD	31,153	0.02%	$3.1M	—
205	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	31,059	0.02%	$3.1M	+200 (+0.6%)
206	DNB Asset Management AS	30,049	0.02%	$3.0M	-1,304 (-4.2%)
207	AVIVA PLC	30,042	0.02%	$3.0M	NEW
208	FIRST CITIZENS BANK & TRUST CO	29,850	0.02%	$3.0M	+105 (+0.4%)
209	Vanguard Personalized Indexing Management, LLC	28,845	0.02%	$2.9M	+581 (+2.1%)
210	Sanctuary Advisors, LLC	28,766	0.02%	$2.9M	-1,745 (-5.7%)
211	XPONANCE LLC	28,570	0.02%	$2.9M	+2,014 (+7.6%)
212	TRUIST FINANCIAL CORP	28,177	0.02%	$2.8M	-686 (-2.4%)
213	Ameritas Investment Partners, Inc.	27,680	0.02%	$2.8M	-53 (-0.2%)
214	PATRIOT INVESTMENT MANAGEMENT GROUP, INC.	27,552	0.02%	$2.8M	+96 (+0.3%)
215	Jump Financial, LLC	27,501	0.02%	$2.8M	+18,578 (+208.2%)
216	MML INVESTORS SERVICES, LLC	27,404	0.02%	$2.8M	+2,606 (+10.5%)
217	HANCOCK WHITNEY CORP	27,296	0.02%	$2.8M	-29,394 (-51.9%)
218	CAHABA WEALTH MANAGEMENT, INC.	26,957	0.02%	$2.7M	+24,471 (+984.4%)
219	Welch Group, LLC	26,853	0.02%	$2.7M	-4,849 (-15.3%)
220	Focus Partners Wealth	26,549	0.02%	$2.7M	-2,695 (-9.2%)
221	Cetera Investment Advisers	26,509	0.02%	$2.7M	-1,426 (-5.1%)
222	Petiole USA ltd	25,694	0.02%	$2.6M	-14,711 (-36.4%)
223	Dana Investment Advisors, Inc.	25,574	0.02%	$2.6M	+3,943 (+18.2%)
224	FORA Capital, LLC	25,430	0.02%	$2.6M	+18,849 (+286.4%)
225	MONTGOMERY INVESTMENT MANAGEMENT INC	24,918	0.02%	$2.5M	—
226	AM INVESTMENT STRATEGIES LLC	24,508	0.02%	$2.5M	-59,904 (-71.0%)
227	Concurrent Investment Advisors, LLC	22,718	0.02%	$2.3M	+1,926 (+9.3%)
228	Pacer Advisors, Inc.	22,433	0.01%	$2.3M	+4,557 (+25.5%)
229	Beacon Capital Management, LLC	22,366	0.01%	$2.3M	—
230	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	22,279	0.01%	$2.2M	+1,442 (+6.9%)
231	EverSource Wealth Advisors, LLC	22,201	0.01%	$2.2M	-2,075 (-8.5%)
232	Summit Trail Advisors, LLC	22,175	0.01%	$2.2M	-9 (-0.0%)
233	&PARTNERS	22,154	0.01%	$2.2M	+1,037 (+4.9%)
234	TWO SIGMA INVESTMENTS, LP	21,960	0.01%	$2.2M	+11,065 (+101.6%)
235	NEUBERGER BERMAN GROUP LLC	21,765	0.01%	$2.2M	-534 (-2.4%)
236	HARBOR CAPITAL ADVISORS, INC.	21,307	0.01%	$2.1M	+182 (+0.9%)
237	Kestra Advisory Services, LLC	21,288	0.01%	$2.1M	+1,259 (+6.3%)
238	Northwest & Ethical Investments L.P.	20,950	0.01%	$2.1M	-26,777 (-56.1%)
239	Patten Group, Inc.	20,835	0.01%	$2.1M	+1,232 (+6.3%)
240	Temasek Holdings (Private) Ltd	20,795	0.01%	$2.1M	NEW
241	ExodusPoint Capital Management, LP	20,736	0.01%	$2.1M	-46,599 (-69.2%)
242	Villanova Investment Management Co LLC	20,721	0.01%	$2.1M	—
243	Arax Advisory Partners	20,699	0.01%	$2.1M	+17,423 (+531.8%)
244	Oak Thistle LLC	20,513	0.01%	$2.1M	+6,292 (+44.2%)
245	NORDEA INVESTMENT MANAGEMENT AB	20,414	0.01%	$2.1M	-2,037 (-9.1%)
246	TORONTO DOMINION BANK	20,398	0.01%	$2.1M	+1,206 (+6.3%)
247	NISSAY ASSET MANAGEMENT CORP /JAPAN	19,772	0.01%	$2.0M	+648 (+3.4%)
248	BROWN ADVISORY INC	19,598	0.01%	$2.0M	-45 (-0.2%)
249	HighTower Advisors, LLC	19,338	0.01%	$2.0M	-2,570 (-11.7%)
250	Nykredit A/S	18,640	0.01%	$1.9M	NEW

Exited since 2026-03-31 (76 filers; largest 25 shown)

Freestone Grove Partners LP	−1,287,874
Balyasny Asset Management L.P.	−375,391
AustralianSuper Pty Ltd	−364,005
Capital Research Global Investors	−306,259
Alyeska Investment Group, L.P.	−305,284
Pentwater Capital Management LP	−300,000
Troluce Capital Advisors LLC	−258,400
Azora Capital LP	−149,042
THORNBURG INVESTMENT MANAGEMENT INC	−139,204
CWM, LLC	−131,724
TUDOR INVESTMENT CORP ET AL	−124,903
ALGERT GLOBAL LLC	−124,821
Philadelphia Financial Management of San Francisco, LLC	−115,664
NOMURA HOLDINGS INC	−82,111
VIRGINIA RETIREMENT SYSTEMS ET Al	−54,800
LSV ASSET MANAGEMENT	−51,479
ADAGE CAPITAL PARTNERS GP, L.L.C.	−47,383
Mediolanum International Funds Ltd	−43,448
MARSHALL WACE, LLP	−41,395
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	−40,293
Mubadala Investment Co PJSC	−31,366
Tredje AP-fonden	−30,178
Fourthstone LLC	−25,600
Entropy Technologies, LP	−20,143
DARK FOREST CAPITAL MANAGEMENT LP	−17,578

Large holders from 13D/13G (latest per reporting person, last 2 years)

Filed when a holder crosses 5% or changes materially, so often more current than the quarter-end 13F. Percentages are the filer's own, against the share count they used.

Reporting person	Form	Filed	Event	Shares	% of class
Wellington Group Holdings LLP	SCHEDULE 13G/A	2026-08-13	2026-06-30	11,141,397	7.4%
Wellington Investment Advisors Holdings LLP	SCHEDULE 13G/A	2026-08-13	2026-06-30	11,141,397	7.4%
Wellington Management Company LLP	SCHEDULE 13G/A	2026-08-13	2026-06-30	11,141,397	6.9%
Wellington Management Group LLP	SCHEDULE 13G/A	2026-08-13	2026-06-30	11,141,397	7.4%
Abigail P. Johnson	SCHEDULE 13G	2026-08-06	2026-06-30	10,488,929.13	6.9%
BlackRock, Inc.	SCHEDULE 13G/A	2026-08-06	2026-07-31	15,201,926	10.1%
FMR LLC	SCHEDULE 13G	2026-08-06	2026-06-30	10,488,929.13	6.9%
AQR Capital Management Holdings, LLC	SCHEDULE 13G/A	2026-05-15	2026-03-31	3,995,642	2.64%
AQR Capital Management, LLC	SCHEDULE 13G/A	2026-05-15	2026-03-31	3,995,642	2.64%
Vanguard Capital Management	SCHEDULE 13G	2026-04-30	2026-03-31	7,895,699	5.22%
The Vanguard Group	SCHEDULE 13G	2026-03-26	2026-03-13	0	0%

Source: SEC Form 13F-HR information tables for the quarter ending 2026-06-30 (filed within 45 days of quarter end; amendments applied; values normalised to dollars), the share count from the company's latest 10-K/10-Q XBRL cover page, and Schedule 13D/13G filings. Each row is a legal 13F filer as filed — related entities (e.g. Vanguard's advisers) are not merged. Retail brokerage accounts are not reported on 13F, so the remainder is mostly retail and insiders.