Pinnacle Financial PartnersPNFP 13F holders, Q4 2025 (December 31) 48 holders +47
46 new positions
0 sold out
$95.53 avg. 13F price*
At the end of Q4 2025 , 48 institutions reported holding Pinnacle Financial Partners (PNFP) in their 13F filings, up 47 from Q3 2025. 46 opened new positions and 0 sold out. The largest holders were BloombergSen Inc. ($76.4M), Lee Danner & Bass Inc. ($20.2M) and Captrust Financial Advisors ($8.5M).
Company Pinnacle Financial Partners
CUSIP 72348N109
Latest filing quarter Q2 2026 History Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025 Institutions Total Value New Positions 46 $133.8M Exits 0 $0
All 13F filers, Q3 2025 → Q4 2025: 1,401,085 shares bought and 2,016 shares sold, net +1,399,069 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 48 holders Portfolio Manager % of Holder's Portfolio Change vs Q3 2025 Shares Value ▼ BloombergSen Inc. 8.07% New 801,131 $76.4M Lee Danner & Bass Inc. 1.45% New 211,897 $20.2M Captrust Financial Advisors 0.02% New 89,587 $8.5M Cary Street Partners Financial LLC 0.12% New 48,783 $4.7M Yousif Capital Management, LLC 0.05% New 46,456 $4.5M Dark Forest Capital Management LP 0.19% New 42,822 $4.1M FNY Investment Advisers, LLC 0.86% New 31,332 $3.0M Amalgamated Bank 0.02% New 28,309 $2.7M EverSource Wealth Advisors, LLC 0.07% New 21,060 $2.0M Duncan Williams Asset Management, LLC 0.33% New 12,954 $1.3M Ironwood Investment Management LLC 0.45% New 11,327 $1.1M Rothschild Investment LLC 0.06% New 10,954 $1.0M Steel Grove Capital Advisors, LLC 0.07% New 7,159 $683K Legacy Financial Advisors, Inc. 0.06% New 4,283 $409K Ensign Peak Advisors, Inc 0.00% New 4,171 $398K Pinnacle Wealth Management Advisory Group, LLC 0.03% New 4,061 $387K Advisory Services Network, LLC 0.01% New 3,933 $375K Sunbelt Securities, Inc. 0.02% New 3,819 $364K Strategic Blueprint, LLC 0.02% New 3,449 $329K Farther Finance Advisors, LLC 0.00% New 2,899 $277K Essential Partners LLC 0.08% Reduce -41.6% 2,831 $270K Neo Ivy Capital Management 0.04% New 2,582 $246K Fifth Third Wealth Advisors LLC 0.01% New 2,387 $228K Transcend Capital Advisors, LLC 0.02% New 2,357 $225K Versant Capital Management, Inc 0.01% New 515 $49K Bruce G. Allen Investments, LLC 0.03% New 464 $44K Quent Capital, LLC 0.00% New 421 $40K Parallel Advisors, LLC 0.00% New 316 $30K High Point Wealth Management, LLC 0.03% — 284 $27K Westside Investment Management, Inc. 0.00% New 210 $20K Torren Management, LLC 0.01% — 204 $19K Root Financial Partners, LLC 0.00% New 203 $19K CoreCap Advisors, LLC 0.00% New 173 $17K Salomon & Ludwin, LLC 0.00% New 164 $16K Peregrine Capital Management LLC 0.00% New 160 $15K Sound Income Strategies, LLC 0.00% New 133 $13K LRI Investments, LLC 0.00% New 118 $11K Cary Street Partners Investment Advisory LLC 0.00% New 114 $11K Elyxium Wealth, LLC 0.00% New 96 $9K Creative Financial Designs Inc. 0.00% New 82 $8K North Star Investment Management Corp. 0.00% New 81 $8K Arax Advisory Partners 0.00% New 70 $7K Fortitude Family Office, LLC 0.00% New 16 $2K Rossby Financial, LCC 0.00% New 14 $1K Highline Wealth Partners LLC 0.00% New 9 $859 Bay Harbor Wealth Management, LLC 0.00% New 7 $667 Bogart Wealth, LLC 0.00% New 6 $572 Principia Wealth Advisory, LLC 0.00% New 1 $95
"% of holder's portfolio" is PNFP's weight in each manager's 13F, not the share of Pinnacle Financial Partners the manager owns.