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
Held by 13F filers
77,528
selection includes debt or preferreds — no % of shares outstanding
Holders
7
-20 vs 2026-03-31 · 0 new, 20 exited
Value
$7.8M
shares -89.4% vs prior quarter

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

ClassListedShares outstandingHeld by 13F filers% of classHoldersCUSIP
Common stockPNFP · NYSE151,112,640133,147,00488.1%71672348N109

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
CountCUSIPClass (as filers write it)HoldersShares heldClass shares% of classValueOptionsMapped via
72348N109COM716133,147,004151,112,64088.1%$13.4B4 call / 3 put13DGholders →
72346Q104Common Stocknot common777,528——$7.8M—13DGholders →
72348N307Prefnot common2122,752——$1.4M—NPORTholders →
72348N505PFDnot common12,000——$49K—NPORTholders →

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 (7 of 7 · 72346Q104)

change vs 2026-03-31
#FilerShares / principal% of classValueChange
1BROOKS, MOORE & ASSOCIATES, INC.31,765—$3.2M+2,150 (+7.3%)
2COURAGE CAPITAL MANAGEMENT LLC21,565—$2.2M—
3Greenwich Wealth Management LLC17,304—$1.7M-284 (-1.6%)
4Investment Research & Advisory Group, Inc.3,096—$312K+16 (+0.5%)
5Citadel Investment Advisory, Inc.1,909—$193K—
6Asset Planning,Inc1,888—$190K+10 (+0.5%)
7HUNTINGTON NATIONAL BANK1—$95—
Exited since 2026-03-31 (20 filers; largest 20 shown)
Vinva Investment Management Ltd−420,063
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC−77,605
Oliver Luxxe Assets LLC−58,016
Corient Private Wealth LLC−39,852
Y-Intercept (Hong Kong) Ltd−11,337
SIGNATUREFD, LLC−6,716
NorthCrest Asset Manangement, LLC−6,515
Councilmark Asset Management, LLC−6,140
Parcion Private Wealth LLC−5,932
De Lisle Partners LLP−5,874
PAX Financial Group, LLC−5,702
Capital Investment Counsel, Inc−4,759
Ethic Inc.−3,869
Virtue Capital Management, LLC−2,831
HORIZON FINANCIAL SERVICES, LLC−409
Investors Research Corp−219
Scarborough Advisors, LLC−196
IFP Advisors, Inc−31
Cromwell Holdings LLC−25
Harvest Fund Management Co., Ltd−1

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 personFormFiledEventShares% of class
Wellington Group Holdings LLPSCHEDULE 13G/A2026-08-132026-06-3011,141,3977.4%
Wellington Investment Advisors Holdings LLPSCHEDULE 13G/A2026-08-132026-06-3011,141,3977.4%
Wellington Management Company LLPSCHEDULE 13G/A2026-08-132026-06-3011,141,3976.9%
Wellington Management Group LLPSCHEDULE 13G/A2026-08-132026-06-3011,141,3977.4%
Abigail P. JohnsonSCHEDULE 13G2026-08-062026-06-3010,488,929.136.9%
BlackRock, Inc.SCHEDULE 13G/A2026-08-062026-07-3115,201,92610.1%
FMR LLCSCHEDULE 13G2026-08-062026-06-3010,488,929.136.9%
AQR Capital Management Holdings, LLCSCHEDULE 13G/A2026-05-152026-03-313,995,6422.64%
AQR Capital Management, LLCSCHEDULE 13G/A2026-05-152026-03-313,995,6422.64%
Vanguard Capital ManagementSCHEDULE 13G2026-04-302026-03-317,895,6995.22%
The Vanguard GroupSCHEDULE 13G2026-03-262026-03-1300%

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.