Pinnacle Financial Partners: which funds own it

Financials →Data as of Jun 30, 2026 (Q2 2026) · updated on Nov 5, 2026

A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.

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No concentrated manager holds it. 4 officers or directors bought in 6 months.

Who owns Pinnacle Financial Partners?

Holders that filed a Schedule 13D or 13G with the SEC for owning more than 5% of the shares: AQR Capital Management (13G filed Feb 13, 2026). As of Jun 30, 2026, the largest holders reported on Form 13F were Brooks, Moore & Associates (31,765 shares), Courage Capital Management (21,565 shares) and Greenwich Wealth Management (17,304 shares).

Which institutions hold the most Pinnacle Financial Partners shares?

Per Form 13F filings as of Jun 30, 2026:

1. Brooks, Moore & Associates: 31,765 shares
2. Courage Capital Management: 21,565 shares
3. Greenwich Wealth Management: 17,304 shares
4. Investment Research & Advisory Group: 3,096 shares
5. Citadel Investment Advisory: 1,909 shares
6. Asset Planning: 1,888 shares
7. Huntington National Bank: 1 shares

Sources:13G by AQR Capital Management (Feb 13, 2026) ↗All of the company's proxy statements on EDGAR ↗

We hold 13D and 13G filings made since Dec 23, 2024: a holder above 5% that has not filed since then does not appear here.

Pinnacle Financial Partners revenue

Pinnacle Financial Partners reported annual revenue of $2.05 billion for fiscal year 2025 (year ended December 31, 2025), according to its Form 10-K filed with the SEC (XBRL data).

Concentrated managers

—

All 13F: 7

Consensus

—

No score: it needs 5 or more concentrated managers

Price at Jun 30, 2026 (per 13F)

$100.88

+17.1% in the quarter · reported value ÷ shares, not the quote

Quarter flow (concentrated managers)

sold out 0 · trimmed 0added 0 · new 0

Concentrated managers holding it

None in the latest quarter.

Largest holders (all 13F filers)

Brooks, Moore & Associates32 KType not verified · 0.02% of the company+2,150
Courage Capital Management22 KType not verified · 0.01% of the company0
Greenwich Wealth Management17 KWealth adviser · 0.01% of the company−284
Investment Research & Advisory Group3,096Type not verified · 0.00% of the company+16
Citadel Investment Advisory1,909Type not verified · 0.00% of the company0
Asset Planning1,888Type not verified · 0.00% of the company+10
Huntington National Bank1Bank or trading desk · 0.00% of the company0

Filer	Type
Brooks, Moore & Associates	Type not verified	32 K	+2,150	0.02%	$3.2M
Courage Capital Management	Type not verified	22 K	0	0.01%	$2.2M
Greenwich Wealth Management	Wealth adviser	17 K	−284	0.01%	$1.7M
Investment Research & Advisory Group	Type not verified	3,096	+16	0.00%	$312K
Citadel Investment Advisory	Type not verified	1,909	0	0.00%	$193K
Asset Planning	Type not verified	1,888	+10	0.00%	$190K
Huntington National Bank	Bank or trading desk	1	0	0.00%	$95

Brooks, Moore & Associates
Shares
32 K
Change
+2,150
% of the company
0.02%
See more
Type
Type not verified
Value
$3.2M
Courage Capital Management
Shares
22 K
Change
0
% of the company
0.01%
See more
Type
Type not verified
Value
$2.2M
Greenwich Wealth Management
Shares
17 K
Change
−284
% of the company
0.01%
See more
Type
Wealth adviser
Value
$1.7M
Investment Research & Advisory Group
Shares
3,096
Change
+16
% of the company
0.00%
See more
Type
Type not verified
Value
$312K
Citadel Investment Advisory
Shares
1,909
Change
0
% of the company
0.00%
See more
Type
Type not verified
Value
$193K
Asset Planning
Shares
1,888
Change
+10
% of the company
0.00%
See more
Type
Type not verified
Value
$190K
Huntington National Bank
Shares
1
Change
0
% of the company
0.00%
See more
Type
Bank or trading desk
Value
$95

The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.

Fundamentals

12-month figures to Sep 30, 2026.

Profitability

Operating margin: —
Net margin: 24.0%
ROE: 7.0%

Growth

Revenue (TTM): $4.3 bn
Revenue growth: —
Net income (TTM): $1.0 bn

Balance sheet

Quality vs sector: —

Bank, insurer or other financial company: we do not show net debt / EBITDA or free cash flow. Its cash flow moves with loans and the investment portfolio, and its debt is part of the business: those figures do not read as they do for an industrial company.

Figures from the statements the company filed with the SEC (10-K, 10-Q). Free cash flow = operating cash flow − capital expenditures; empty if the company does not report capex. “Quality vs sector”: 0 to 100, the average of its percentiles in ROE, operating margin, free-cash-flow margin, revenue and earnings growth and net debt / EBITDA (at least 3 needed) against companies in its sector above $300M. How each figure is calculated

Earnings quality and debt

Operating cash flow ÷ net income (12 months): 1.47

Bank or insurer: debt ratios do not apply.

From the figures the company filed with the SEC. Cash flow over net income near or above 1 means earnings are collected in cash; far below, that part is accounting. Coverage says how many times operating income pays the latest fiscal year's interest. Maturities come from the debt note of the latest annual report, counted from its closing date. “No data” never means zero.

Insiders (Form 4)

Officers and directors who bought (6 m)

Amount (6 m)

$2.3M

CEO/CFO bought (12 m)

Yes

10% owners who bought (6 m): 0

Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.

Each of the company's Form 4 filings, on EDGAR ↗Latest trades, with date and filing →

Above 5% (13D/13G)

Disclosed stakes, with their amendments. A filing is not always a purchase: there are also reductions and changes of filing entity.

This list may be incomplete: we hold 13D and 13G filings made since Dec 23, 2024. A holder above 5% that has not filed anything since then is not shown here.

Vanguard Groupfell below 5%13Gfiling ↗Event: Mar 13, 2026 · filed: Mar 26, 2026
AQR Capital Management6.87%13Gfiling ↗Event: Dec 31, 2025 · filed: Feb 13, 2026

Above 5% over time (13D/13G)

Each holder with its filings in order. History since December 2024.

Flagged material events (8-K)

Sep 10, 2026Routinefiling ↗
Change in directors or officers (Item 5.02)
Jul 31, 2026Routinefiling ↗
Change in directors or officers (Item 5.02)
Jan 15, 2026Routinefiling ↗
Change in directors or officers (Item 5.02)

Alert items the company itself flagged in its 8-K filings with the SEC, most serious first. It is the form's label, with no interpretation from us: Item 5.02 covers routine appointments as well as a chief executive's departure; open the filing. The quoted headline is the original press release's.

All material events (8-K)

Earnings, agreements, financing, management changes and announcements from the last year, with a filter by type and a link to each filing.

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