Titelia

Fund shareholders of Pinnacle Financial Partners Inc

ISIN US72348N1090 · United States

Fund shareholders
438
Of which ETFs
113 325 other funds
Value held
5B $ 364.5M SEK
Share of capital
36.9 % of 151.1M shares on Jul 31, 2026

438 funds hold this company. This table lists the 437 that declare it in a regulatory filing. 1 more fund publishes its holdings in its own report. It is not in the table.

FundSharesValueWeight in fundShare of capital
iShares Core S&P Mid-Cap ETF iShares Trust 4,979,628428.9M $0.40 %3.30 %as of Mar 31, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 4,801,860413.6M $0.02 %3.18 %as of Mar 31, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 3,486,262300.3M $0.18 %2.31 %as of Mar 31, 2026 ↗
T. Rowe Price Small-Cap Value Fund, Inc. T. ROWE PRICE SMALL-CAP VALUE FUND, INC. 2,158,103185.9M $2.02 %1.43 %as of Mar 31, 2026 ↗
VANGUARD WINDSOR FUND VANGUARD WINDSOR FUNDS 1,725,753170.7M $0.70 %1.14 %as of Apr 30, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 1,680,924144.8M $0.18 %1.11 %as of Mar 31, 2026 ↗
Fidelity Low-Priced Stock Fund Fidelity Puritan Trust 1,675,446165.8M $0.70 %1.11 %as of Apr 30, 2026 ↗
Invesco Small Cap Value Fund AIM Sector Funds (Invesco Sector Funds) 1,669,942165.2M $1.54 %1.11 %as of Apr 30, 2026 ↗
VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND 1,116,499110.5M $0.51 %0.74 %as of Apr 30, 2026 ↗
VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 1,110,03895.6M $0.16 %0.73 %as of Mar 31, 2026 ↗
Invesco Value Opportunities Fund AIM Sector Funds (Invesco Sector Funds) 1,067,040105.6M $1.25 %0.71 %as of Apr 30, 2026 ↗
VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS 976,38784.1M $0.22 %0.65 %as of Mar 31, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 784,78471.2M $0.17 %0.52 %as of Feb 28, 2026 ↗
iShares S&P Mid-Cap 400 Value ETF iShares Trust 765,71666M $0.83 %0.51 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF SPDR SERIES TRUST 735,43463.4M $0.41 %0.49 %as of Mar 31, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 726,17265.9M $0.32 %0.48 %as of Feb 28, 2026 ↗
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 710,84070.3M $0.38 %0.47 %as of Apr 30, 2026 ↗
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 665,11760.4M $0.03 %0.44 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST 634,26954.6M $1.47 %0.42 %as of Mar 31, 2026 ↗
VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS 586,52358M $0.06 %0.39 %as of Apr 30, 2026 ↗
iShares Russell Mid-Cap ETF iShares Trust 569,43549.1M $0.10 %0.38 %as of Mar 31, 2026 ↗
Fidelity Mid Cap Index Fund Fidelity Salem Street Trust 551,77154.6M $0.11 %0.37 %as of Apr 30, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 538,49553.3M $0.34 %0.36 %as of Apr 30, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 537,10153.1M $0.28 %0.36 %as of Apr 30, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 514,88450.9M $0.37 %0.34 %as of Apr 30, 2026 ↗
First Trust SMID Cap Rising Dividend Achievers ETF First Trust Exchange-Traded Fund VI 455,92239.3M $0.39 %0.30 %as of Mar 31, 2026 ↗
Balanced Fund John Hancock Investment Trust 433,52042.9M $0.65 %0.29 %as of Apr 30, 2026 ↗
T. Rowe Price Small-Cap Stock Fund, Inc. T. ROWE PRICE SMALL-CAP STOCK FUND, INC. 420,62836.2M $0.45 %0.28 %as of Mar 31, 2026 ↗
FAM VALUE FUND Fenimore Asset Management Trust 404,97734.9M $2.05 %0.27 %as of Mar 31, 2026 ↗
Schwab U.S. Mid-Cap ETF SCHWAB STRATEGIC TRUST 404,60036.7M $0.27 %0.27 %as of Feb 28, 2026 ↗
Fidelity Enhanced Mid Cap ETF Fidelity Covington Trust 391,09133.7M $0.57 %0.26 %as of Mar 31, 2026 ↗
VIP Mid Cap Portfolio Variable Insurance Products Fund III 390,00033.6M $0.42 %0.26 %as of Mar 31, 2026 ↗
Fidelity Value Fund Fidelity Capital Trust 389,90038.6M $0.40 %0.26 %as of Apr 30, 2026 ↗
Fidelity Stock Selector Small Cap Fund Fidelity Capital Trust 345,78534.2M $0.49 %0.23 %as of Apr 30, 2026 ↗
iShares Russell 1000 Value ETF iShares Trust 341,38129.4M $0.04 %0.23 %as of Mar 31, 2026 ↗
AQR Long-Short Equity Fund AQR Funds 331,31828.5M $0.35 %0.22 %as of Mar 31, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 329,80432.6M $0.23 %0.22 %as of Apr 30, 2026 ↗
Dimensional US Small Cap Value ETF Dimensional ETF Trust 327,08032.4M $0.43 %0.22 %as of Apr 30, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 314,45131.1M $0.07 %0.21 %as of Apr 30, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 309,39230.6M $0.08 %0.20 %as of Apr 30, 2026 ↗
Growth-Income Fund AMERICAN FUNDS INSURANCE SERIES 306,25926.4M $0.06 %0.20 %as of Mar 31, 2026 ↗
Fidelity Low-Priced Stock K6 Fund Fidelity Puritan Trust 305,46730.2M $0.70 %0.20 %as of Apr 30, 2026 ↗
Regional Bank Fund John Hancock Investment Trust II 296,76129.4M $3.36 %0.20 %as of Apr 30, 2026 ↗
Fidelity Equity Dividend Income Fund Fidelity Financial Trust 286,40026M $0.31 %0.19 %as of Feb 28, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 279,22125.3M $0.02 %0.18 %as of Feb 28, 2026 ↗
Fidelity Series Intrinsic Opportunities Fund Fidelity Puritan Trust 258,08525.5M $0.86 %0.17 %as of Apr 30, 2026 ↗
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 251,09522.8M $0.16 %0.17 %as of Feb 28, 2026 ↗
THE HARTFORD MIDCAP VALUE FUND HARTFORD MUTUAL FUNDS, INC 245,04324.2M $2.05 %0.16 %as of Apr 30, 2026 ↗
Fidelity Series Small Cap Opportunities Fund Fidelity Securities Fund 244,48724.2M $0.48 %0.16 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF SPDR SERIES TRUST 231,46919.9M $0.83 %0.15 %as of Mar 31, 2026 ↗
T. Rowe Price Institutional Small-Cap Stock Fund T. Rowe Price Equity Funds, Inc. 228,71519.7M $0.45 %0.15 %as of Mar 31, 2026 ↗
VANGUARD S&P MID-CAP 400 INDEX FUND VANGUARD ADMIRAL FUNDS 227,74820.7M $0.39 %0.15 %as of Feb 28, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 223,01620.2M $0.02 %0.15 %as of Feb 28, 2026 ↗
Impax Small Cap Fund IMPAX FUNDS SERIES TRUST I 215,00018.5M $2.50 %0.14 %as of Mar 31, 2026 ↗
iShares Russell Mid-Cap Value ETF iShares Trust 214,25518.5M $0.13 %0.14 %as of Mar 31, 2026 ↗
AP7 Aktiefond Sjunde AP-fonden 212,492174.4M SEK0.01 %0.14 %as of Mar 31, 2026 ↗
Fidelity Small Cap Growth Fund Fidelity Securities Fund 211,38020.9M $0.25 %0.14 %as of Apr 30, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 207,25520.5M $0.05 %0.14 %as of Apr 30, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 193,94217.6M $0.02 %0.13 %as of Feb 28, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 188,03116.2M $0.02 %0.12 %as of Mar 31, 2026 ↗
T. Rowe Price Financial Services Fund, Inc. T. ROWE PRICE FINANCIAL SERVICES FUND, INC. 185,73416M $0.92 %0.12 %as of Mar 31, 2026 ↗
Fidelity Advisor Stock Selector Mid Cap Fund Fidelity Advisor Series I 172,22615.6M $0.67 %0.11 %as of Feb 28, 2026 ↗
WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust 170,19614.7M $0.39 %0.11 %as of Mar 31, 2026 ↗
iShares U.S. Regional Banks ETF iShares Trust 159,42613.7M $2.42 %0.11 %as of Mar 31, 2026 ↗
BlackRock Advantage Small Cap Core Fund BlackRock Funds 158,25414.4M $0.31 %0.10 %as of Feb 27, 2026 ↗
JNL Mid Cap Index Fund JNL Series Trust 151,90213.1M $0.40 %0.10 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Bank ETF SPDR SERIES TRUST 149,71912.9M $1.01 %0.10 %as of Mar 31, 2026 ↗
Impax Large Cap Fund IMPAX FUNDS SERIES TRUST I 145,54112.5M $2.21 %0.10 %as of Mar 31, 2026 ↗
Optimum Small-Mid Cap Value Fund Optimum Fund Trust 143,52412.4M $1.71 %0.09 %as of Mar 31, 2026 ↗
Handelsbanken Amerika Småbolag Tema Handelsbanken Fonder AB 140,000114.9M SEK1.45 %0.09 %as of Mar 31, 2026 ↗
THE HARTFORD CAPITAL APPRECIATION FUND HARTFORD MUTUAL FUNDS, INC 139,71613.8M $0.23 %0.09 %as of Apr 30, 2026 ↗
Thornburg American Opportunities Fund THORNBURG INVESTMENT TRUST 138,59411.9M $2.56 %0.09 %as of Mar 31, 2026 ↗
Small Cap Value Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 133,90111.5M $1.98 %0.09 %as of Mar 31, 2026 ↗
Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST 130,24811.8M $0.12 %0.09 %as of Feb 28, 2026 ↗
Fidelity Advisor Small Cap Fund Fidelity Advisor Series I 126,60011.5M $0.52 %0.08 %as of Feb 28, 2026 ↗
iShares Core S&P U.S. Value ETF iShares Trust 126,39210.9M $0.05 %0.08 %as of Mar 31, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 125,30012.4M $0.01 %0.08 %as of Apr 30, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 125,06012.4M $0.02 %0.08 %as of Apr 30, 2026 ↗
EQ/Mid Cap Index Portfolio EQ Advisors Trust 123,39710.6M $0.40 %0.08 %as of Mar 31, 2026 ↗
VANGUARD S&P MID-CAP 400 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 123,25811.2M $0.82 %0.08 %as of Feb 28, 2026 ↗
VANGUARD ADVICE SELECT GLOBAL VALUE FUND VANGUARD WHITEHALL FUNDS 119,28011.8M $0.65 %0.08 %as of Apr 30, 2026 ↗
JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust 115,55010M $0.42 %0.08 %as of Mar 31, 2026 ↗
Mid Cap Index Fund VALIC Co I 114,26110.4M $0.39 %0.08 %as of Feb 28, 2026 ↗
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 113,36711.2M $0.08 %0.08 %as of Apr 30, 2026 ↗
First Trust Financials AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 111,00711M $1.02 %0.07 %as of Apr 30, 2026 ↗
Columbia Mid Cap Index Fund COLUMBIA FUNDS SERIES TRUST 110,32710M $0.39 %0.07 %as of Feb 28, 2026 ↗
Fidelity Small Cap Growth K6 Fund Fidelity Securities Fund 107,69010.7M $0.25 %0.07 %as of Apr 30, 2026 ↗
Virtus NFJ Dividend Value Fund Virtus Investment Trust 105,1469.1M $1.88 %0.07 %as of Mar 31, 2026 ↗
iShares Russell 1000 ETF iShares Trust 103,8258.9M $0.02 %0.07 %as of Mar 31, 2026 ↗
Fidelity Fundamental Small-Mid Cap ETF Fidelity Covington Trust 103,14310.2M $0.79 %0.07 %as of Apr 30, 2026 ↗
WisdomTree U.S. Quality Dividend Growth Fund WisdomTree Trust 100,6728.7M $0.06 %0.07 %as of Mar 31, 2026 ↗
John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust 97,9718.4M $0.17 %0.06 %as of Mar 31, 2026 ↗
AQR Equity Market Neutral Fund AQR Funds 95,9458.3M $0.25 %0.06 %as of Mar 31, 2026 ↗
Mid Cap Index Fund Northern Funds 94,6618.2M $0.40 %0.06 %as of Mar 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 89,7158.9M $0.02 %0.06 %as of Apr 30, 2026 ↗
Six Circles U.S. Unconstrained Equity Fund SIX CIRCLES TRUST 89,6717.7M $0.03 %0.06 %as of Mar 31, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 87,0577.9M $0.02 %0.06 %as of Feb 28, 2026 ↗
VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 86,9507.9M $0.04 %0.06 %as of Feb 28, 2026 ↗
Large Cap Index Master Portfolio Master Investment Portfolio 86,7657.5M $0.02 %0.06 %as of Mar 31, 2026 ↗
Invesco S&P MidCap 400 GARP ETF Invesco Exchange-Traded Fund Trust 85,3308.4M $1.74 %0.06 %as of Apr 30, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
American Beacon Shapiro SMID Cap Equity Fund AMERICAN BEACON FUNDS 5.01 %as of Mar 31, 2026 ↗
Regional Bank Fund John Hancock Investment Trust II 3.36 %as of Apr 30, 2026 ↗
Emerald Finance & Banking Innovation Fund FINANCIAL INVESTORS TRUST 3.21 %as of Apr 30, 2026 ↗
Impax Global Social Leaders Fund IMPAX FUNDS SERIES TRUST I 2.90 %as of Mar 31, 2026 ↗
Thornburg American Opportunities Fund THORNBURG INVESTMENT TRUST 2.56 %as of Mar 31, 2026 ↗
Impax Small Cap Fund IMPAX FUNDS SERIES TRUST I 2.50 %as of Mar 31, 2026 ↗
iShares U.S. Regional Banks ETF iShares Trust 2.42 %as of Mar 31, 2026 ↗
DWS Small Mid Cap Growth VIP DEUTSCHE DWS VARIABLE SERIES II 2.24 %as of Mar 31, 2026 ↗
Impax Large Cap Fund IMPAX FUNDS SERIES TRUST I 2.21 %as of Mar 31, 2026 ↗
Private Capital Management Value Fund FundVantage Trust 2.06 %as of Apr 30, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q2428+29755,293,894+269.9 %
2026Q113114,949,792

Institutional managers

623 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.16,443,5781.4B $as of Mar 31, 2026
WELLINGTON MANAGEMENT GROUP LLP9,124,570786M $as of Mar 31, 2026
FMR LLC7,198,898620.1M $as of Mar 31, 2026
STATE STREET CORP5,892,132507.5M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP5,035,295433.7M $as of Mar 31, 2026
T. Rowe Price Investment Management, Inc.4,952,905426.6K $as of Mar 31, 2026
AQR CAPITAL MANAGEMENT LLC3,995,642339.5M $as of Mar 31, 2026
Invesco Ltd.3,580,437308.4M $as of Mar 31, 2026
Pinnacle Financial Partners, Inc.3,496,730301.2M $as of Mar 31, 2026
CITADEL ADVISORS LLC3,263,185281.1M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC2,793,169239.9M $as of Mar 31, 2026
Point72 Asset Management, L.P.1,844,910158.9M $as of Mar 31, 2026
BANK OF MONTREAL /CAN/1,689,737145.6M $as of Mar 31, 2026
MORGAN STANLEY1,627,480140.2M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,622,535139.8M $as of Mar 31, 2026
NORTHERN TRUST CORP1,420,630122.4M $as of Mar 31, 2026
Bank of New York Mellon Corp1,389,822119.7M $as of Mar 31, 2026
Freestone Grove Partners LP1,287,874110.9M $as of Mar 31, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE1,195,103102.9M $as of Mar 31, 2026
D. E. Shaw & Co., Inc.998,10486M $as of Mar 31, 2026
Fenimore Asset Management Inc825,38971.1M $as of Mar 31, 2026
MILLENNIUM MANAGEMENT LLC798,34868.8M $as of Mar 31, 2026
BloombergSen Inc.774,43866.7M $as of Mar 31, 2026
UBS Group AG732,72563.1M $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/728,06662.7M $as of Mar 31, 2026

Declared shareholders of Pinnacle Financial Partners Inc

There are 3 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
Wellington Management Group LLP and 3 others6.00 %9,124,570as of Mar 31, 2026 · SCHEDULE 13G
Vanguard Capital Management 5.22 %7,895,699as of Mar 31, 2026 · SCHEDULE 13G
AQR Capital Management, LLC and 1 other2.64 %3,995,642as of Mar 31, 2026 · SCHEDULE 13G
Cite this page

Titelia. "Fund shareholders of Pinnacle Financial Partners Inc". https://titelia.com/en/stocks/pinnacle-financial-partners-inc-US72348N1090