HolderBook

PINNACLE FINL PARTNERS INC (PNFP)

Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.

22
Reporting holders
$86.1M
Reported value
0.0%
Calls
0.0%
Puts
-699
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
Fenimore Asset Management Inc$77.2M825,1861.70%3q-1.1%-$860.8K
Gradient Investments LLC$4.3M46,2000.06%3qHELD
Wedmont Private Capital$910.4K9,6170.02%3q+7.4%+$62.5K
Ausbil Investment Management Ltd$788.0K8,4180.40%3q+325.4%+$602.8K
BAKER TILLY WEALTH MANAGEMENT, LLC$536.6K5,7320.11%2qHELD
PFW Advisors LLC$518.2K5,5360.15%3qHELD
GAMMA Investing LLC$464.7K4,9640.02%3q+13.9%+$56.5K
MFA WEALTH ADVISORS, LLC$312.8K3,3420.05%3q+29.2%+$70.8K
Farther Finance Advisors, LLC$245.7K2,6250.00%4q-3.8%-$9.8K
RIVERSEDGE ADVISORS, LLC$209.3K2,2360.03%3q-20.9%-$55.4K
Paragon Capital Management Ltd$208.9K2,2320.04%2q+0.5%+$1.1K
DECISION INVESTMENTS, INC$208.5K2,2270.19%2qHELD
Versant Capital Management, Inc$63.0K6730.01%4q+2.4%+$1.5K
CoreCap Advisors, LLC$33.0K3520.00%4q+34.9%+$8.5K
Bank of New Hampshire$20.7K2210.00%2qHELD
Investors Research Corp$20.5K2190.00%2qHELD
MassMutual Private Wealth & Trust, FSB$15.3K1630.00%3q+0.6%
ELEVATION WEALTH PARTNERS, LLC$14.5K1550.00%3qHELD
Mn Services Vermogensbeheer B.V.$4.1K44,0000.03%2qHELD
ARMSTRONG ADVISORY GROUP, INC$3.5K370.00%2qHELD
Planning Strategies Inc.$2.9K310.00%2q+6.9%
TOTH FINANCIAL ADVISORY CORP$1.2K130.00%newNEW
GILPIN WEALTH MANAGEMENT, LLC$9410.00%newNEW
CX Institutional$4470.00%3q+17.5%

Five percent filings

Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →

FiledFormFiler % of class
2026-08-1313G/AWellington Management Group LLPwith 3 co-filers7.4%
2026-08-0613GFMR LLCwith 1 co-filers6.9%
2026-08-0613G/ABlackRock, Inc.10.1%
2026-07-2913G/ABlackRock, Inc.10.0%

What the company announced

Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.

FiledEvent dateWhatSource
2026-09-102026-09-09Directors or officers departed or appointedfiling

What the insiders did

Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.

Officers and directors

DateInsiderRoleSideSharesValue
2026-08-14TURNER M TERRYDirector, OtherSold66,783$7.2M
2026-08-17TURNER M TERRYDirector, OtherSold54,107$5.9M
2026-08-13TURNER M TERRYDirector, OtherSold53,601$5.8M
2026-07-24MCCABE ROBERT A JRChief Banking OfficerBought10,013$1.0M
2026-08-06TURNER M TERRYDirector, OtherSold2,737$295.6K
2026-09-01Blair Kevin S.Chief Executive OfficerBought2,565$250.0K

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202622$86.1M920,1802930.0%
Q2 2026721$14.5B143,837,2181492262050.2%
Q1 2026658$11.0B127,048,64958437150.2%
Q4 2025475$6.9B71,804,8561121381370.3%
Q3 2025505$6.3B66,550,314931651450.3%
Q2 2025512$7.4B67,030,943651481690.1%
Q1 2025483$7.3B67,340,775551481440.1%
Q4 2024467$8.0B69,425,860681211520.1%
Q3 2024425$6.8B68,912,390551201370.1%
Q2 2024413$5.4B67,587,513431221300.1%
Q1 2024408$6.0B69,817,874351041460.1%
Q4 2023420$6.0B69,056,531541241380.1%
Q3 2023395$4.4B65,186,242421101440.3%
Q2 2023387$3.7B64,434,747441321190.3%
Q1 2023398$3.5B63,352,735541441230.2%
Q4 2022419$4.7B63,535,673631231300.1%
Q3 2022389$5.1B62,673,825371341140.1%
Q2 2022405$4.6B62,850,226471341090.2%
Q1 2022401$5.8B62,144,945381111240.5%
Q4 2021389$5.9B61,677,228341151160.6%
Q3 2021370$5.8B61,215,52142831290.4%
Q2 2021358$5.5B62,172,50226831280.2%
Q1 2021364$5.5B61,554,21260791360.3%
Q4 2020326$4.0B61,838,9296686950.2%
Q3 2020289$2.1B58,370,3084497680.2%
Q2 2020282$2.5B59,641,46231931030.2%
Q1 2020291$2.3B62,100,35133901010.2%
Q4 2019336$4.0B62,388,01332108980.1%
Q3 2019322$3.5B61,046,67421981150.3%
Q2 2019328$3.6B61,924,22634811140.3%
Q1 2019327$3.4B62,907,39539991040.1%
Q4 2018322$3.0B64,070,5345640.1%