Filing Research | PNFP - Pinnacle Financial Partners In Institutional Holdings

Snapshot holdings

50 / 178 loaded

#		Instrument	quantity
1	FENIMORE ASSET MANAGEMENT INC	Shares	834.4KSH	$84.2M
2	LEE DANNER & BASS INC	Shares	208.9KSH	$21.1M
3	COMMUNITY TRUST & INVESTMENT CO	Shares	154.5KSH	$15.6M
4	SALZHAUER MICHAEL	Shares	148.6KSH	$15.0M
5	Swedbank AB	Shares	90.9KSH	$9.2M
6	OLD NATIONAL BANCORP /IN/	Shares	86.3KSH	$8.7M
7	TECTONIC ADVISORS LLC	Shares	80.5KSH	$8.1M
8	Sage Investment Counsel LLC	Shares	74.9KSH	$7.6M
9	Police & Firemen's Retirement System of New Jersey	Shares	67.3KSH	$6.8M
10	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	72.9KSH	$6.6M
11	Asio Capital, LLC	Shares	65.4KSH	$6.6M
12	Blue Trust, Inc.	Shares	63.9KSH	$6.4M
13	Reliant Investment Management, LLC	Shares	61.4KSH	$6.2M
14	Diversified Trust Co	Shares	53.4KSH	$5.4M
15	Capricorn Fund Managers Ltd	Shares	51.2KSH	$5.2M
16	CARY STREET PARTNERS FINANCIAL LLC	Shares	50.2KSH	$5.1M
17	Y-Intercept (Hong Kong) Ltd	Shares	48.6KSH	$4.9M
18	Oliver Luxxe Assets LLC	Shares	48.1KSH	$4.9M
19	Robeco Institutional Asset Management B.V.	Shares	47.3KSH	$4.8M
20	Covea Finance	Shares	46.4KSH	$4.7M
21	LEAVELL INVESTMENT MANAGEMENT, INC.	Shares	46.3KSH	$4.7M
22	Gradient Investments LLC	Shares	46.3KSH	$4.7M
23	Louisiana State Employees Retirement System	Shares	44.0KSH	$4.4M
24	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	42.0KSH	$4.2M
25	Jefferson Bridge Capital, LLC	Shares	39.8KSH	$4.0M
26	Vest Financial, LLC	Shares	36.9KSH	$3.7M
27	IFM Investors Pty Ltd	Shares	36.5KSH	$3.7M
28	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	36.0KSH	$3.6M
29	FIRST CITIZENS BANK & TRUST CO	Shares	29.9KSH	$3.0M
30	PATRIOT INVESTMENT MANAGEMENT GROUP, INC.	Shares	27.6KSH	$2.8M
31	Welch Group, LLC	Shares	26.9KSH	$2.7M
32	MONTGOMERY INVESTMENT MANAGEMENT INC	Shares	24.9KSH	$2.5M
33	EverSource Wealth Advisors, LLC	Shares	22.2KSH	$2.2M
34	Oak Thistle LLC	Shares	20.5KSH	$2.1M
35	Westhampton Capital, LLC	Shares	17.1KSH	$1.7M
36	Envestnet Portfolio Solutions, Inc.	Shares	16.9KSH	$1.7M
37	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	15.1KSH	$1.5M
38	Thomasville National Bank	Shares	14.8KSH	$1.5M
39	Merit Financial Group, LLC	Shares	14.0KSH	$1.4M
40	INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV	Shares	13.0KSH	$1.3M
41	GREATMARK INVESTMENT PARTNERS, INC.	Shares	12.9KSH	$1.3M
42	Duncan Williams Asset Management, LLC	Shares	12.5KSH	$1.3M
43	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	11.3KSH	$1.1M
44	Sowell Financial Services LLC	Shares	11.3KSH	$1.1M
45	SECURIAN ASSET MANAGEMENT, INC	Shares	11.1KSH	$1.1M
46	Sunbeam Capital Management, LLC	Shares	10.0KSH	$1.0M
47	BENJAMIN EDWARDS INC	Shares	9.7KSH	$979.8K
48	Sivia Capital Partners, LLC	Shares	9.1KSH	$916.4K
49	Wedmont Private Capital	Shares	9.0KSH	$899.9K
50	PATTON ALBERTSON MILLER GROUP, LLC	Shares	8.6KSH	$863.2K

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Manager changes2026-06-30 vs 2026-03-31

50 / 182 loaded

#		Instrument
1	SALZHAUER MICHAEL new	Shares	+148.6K	+$15.0M	$15.0M
2	FENIMORE ASSET MANAGEMENT INC added	Shares	+9.0K	+$13.1M	$84.2M
3	OLD NATIONAL BANCORP /IN/ added	Shares	+62.8K	+$6.7M	$8.7M
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+72.9K	+$6.6M	$6.6M
5	Capricorn Fund Managers Ltd new	Shares	+51.2K	+$5.2M	$5.2M
6	Swedbank AB added	Shares	+43.1K	+$5.1M	$9.2M
7	Y-Intercept (Hong Kong) Ltd new	Shares	+48.6K	+$4.9M	$4.9M
8	Oliver Luxxe Assets LLC new	Shares	+48.1K	+$4.9M	$4.9M
9	LEE DANNER & BASS INC added	Shares	+268	+$3.1M	$21.1M
10	COMMUNITY TRUST & INVESTMENT CO trimmed	Shares	-290	+$2.3M	$15.6M
11	TECTONIC ADVISORS LLC added	Shares	+11.8K	+$2.2M	$8.1M
12	Covea Finance added	Shares	+12.9K	+$1.8M	$4.7M
13	Police & Firemen's Retirement System of New Jersey added	Shares	+3.8K	+$1.3M	$6.8M
14	SECURIAN ASSET MANAGEMENT, INC new	Shares	+11.1K	+$1.1M	$1.1M
15	Sage Investment Counsel LLC added	Shares	+3	+$1.1M	$7.6M
16	Gradient Investments LLC added	Shares	+4.4K	+$1.1M	$4.7M
17	Reliant Investment Management, LLC added	Shares	+678	+$964.0K	$6.2M
18	IFM Investors Pty Ltd added	Shares	+4.5K	+$927.4K	$3.7M
19	Blue Trust, Inc. trimmed	Shares	-871	+$867.0K	$6.4M
20	Oak Thistle LLC added	Shares	+6.3K	+$844.4K	$2.1M
21	PARSONS CAPITAL MANAGEMENT INC/RI new	Shares	+7.8K	+$784.8K	$784.8K
22	Robeco Institutional Asset Management B.V. added	Shares	+746	+$761.9K	$4.8M
23	CARY STREET PARTNERS FINANCIAL LLC unchanged	Shares	0	+$739.5K	$5.1M
24	Diversified Trust Co trimmed	Shares	-708	+$726.7K	$5.4M
25	Crossmark Global Holdings, Inc. new	Shares	+6.9K	+$698.3K	$698.3K
26	NorthCrest Asset Manangement, LLC new	Shares	+6.9K	+$690.0K	$690.0K
27	Louisiana State Employees Retirement System added	Shares	+400	+$683.0K	$4.4M
28	SIGNATUREFD, LLC new	Shares	+6.7K	+$679.6K	$679.6K
29	LEAVELL INVESTMENT MANAGEMENT, INC. trimmed	Shares	-114	+$672.6K	$4.7M
30	Jefferson Bridge Capital, LLC unchanged	Shares	0	+$587.3K	$4.0M
31	Vest Financial, LLC added	Shares	+500	+$587.3K	$3.7M
32	Asio Capital, LLC trimmed	Shares	-4.4K	+$581.5K	$6.6M
33	BAKER TILLY WEALTH MANAGEMENT, LLC new	Shares	+5.7K	+$577.8K	$577.8K
34	MISSION WEALTH MANAGEMENT, LP new	Shares	+4.8K	+$487.0K	$487.0K
35	GREENLEAF TRUST new	Shares	+4.7K	+$475.4K	$475.4K
36	Revolve Wealth Partners, LLC new	Shares	+4.6K	+$465.2K	$465.2K
37	FIRST CITIZENS BANK & TRUST CO added	Shares	+105	+$449.0K	$3.0M
38	PATRIOT INVESTMENT MANAGEMENT GROUP, INC. added	Shares	+96	+$414.4K	$2.8M
39	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-2.4K	+$412.9K	$4.2M
40	Ballast, Inc. new	Shares	+3.9K	+$393.4K	$393.4K
41	Sivia Capital Partners, LLC added	Shares	+2.9K	+$386.2K	$916.4K
42	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-1.7K	+$383.2K	$3.6M
43	MONTGOMERY INVESTMENT MANAGEMENT INC unchanged	Shares	0	+$367.3K	$2.5M
44	ABN AMRO INVESTMENT SOLUTIONS added	Shares	+2.5K	+$329.3K	$804.2K
45	GATEWAY INVESTMENT ADVISERS LLC new	Shares	+3.2K	+$321.5K	$321.5K
46	DRIVE WEALTH MANAGEMENT, LLC new	Shares	+3.1K	+$308.8K	$308.8K
47	SHEETS SMITH WEALTH MANAGEMENT added	Shares	+1.9K	+$285.1K	$813.3K
48	Apollon Wealth Management, LLC new	Shares	+2.6K	+$266.2K	$266.2K
49	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+1.1K	+$264.8K	$1.1M
50	Envestnet Portfolio Solutions, Inc. added	Shares	+180	+$264.7K	$1.7M

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