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
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 85,1247.3M $0.01 %0.06 %as of Mar 31, 2026 ↗
LVIP Wellington SMID Cap Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 84,3167.3M $1.93 %0.06 %as of Mar 31, 2026 ↗
iShares U.S. Financials ETF iShares Trust 82,1188.1M $0.24 %0.05 %as of Apr 30, 2026 ↗
Fidelity Advisor Mid Cap II Fund Fidelity Advisor Series I 81,8007M $0.42 %0.05 %as of Mar 31, 2026 ↗
EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust 81,7887M $0.47 %0.05 %as of Mar 31, 2026 ↗
DIAMOND HILL SMALL-MID CAP FUND Diamond Hill Funds 81,6567M $0.88 %0.05 %as of Mar 31, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 78,2087.7M $0.02 %0.05 %as of Apr 30, 2026 ↗
Avantis U.S. Small Cap Value Fund American Century ETF Trust 76,5446.9M $0.47 %0.05 %as of Feb 28, 2026 ↗
Fidelity Enhanced Large Cap Value ETF Fidelity Covington Trust 72,9756.3M $0.24 %0.05 %as of Mar 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 72,6766.3M $0.02 %0.05 %as of Mar 31, 2026 ↗
AMG GW&K Small/Mid Cap Core Fund AMG Funds 71,0196.1M $0.85 %0.05 %as of Mar 31, 2026 ↗
Index 400 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 70,0146M $0.40 %0.05 %as of Mar 31, 2026 ↗
Empower S&P Mid Cap 400 Index Fund EMPOWER FUNDS, INC. 69,9356M $0.40 %0.05 %as of Mar 31, 2026 ↗
Fidelity SAI U.S. Value Index Fund Fidelity Salem Street Trust 66,2766.6M $0.08 %0.04 %as of Apr 30, 2026 ↗
BNY Mellon Midcap Index Fund, Inc. BNY MELLON MIDCAP INDEX FUND, INC. 60,8576M $0.43 %0.04 %as of Apr 30, 2026 ↗
Virtus NFJ Mid-Cap Value Fund Virtus Investment Trust 60,6745.2M $1.00 %0.04 %as of Mar 31, 2026 ↗
Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust 60,5916M $0.04 %0.04 %as of Apr 30, 2026 ↗
Allspring Small Company Value Portfolio ALLSPRING MASTER TRUST 60,5446M $0.92 %0.04 %as of Apr 30, 2026 ↗
Mid Cap Value Fund VALIC Co I 60,1275.5M $0.85 %0.04 %as of Feb 28, 2026 ↗
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 59,7475.9M $0.29 %0.04 %as of Apr 30, 2026 ↗
MidCap S&P 400 Index Fund Principal Funds, Inc 57,5915.7M $0.43 %0.04 %as of Apr 30, 2026 ↗
Small Cap Growth Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 57,2184.9M $0.67 %0.04 %as of Mar 31, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 57,1795.7M $0.11 %0.04 %as of Apr 30, 2026 ↗
MOA MID CAP EQUITY INDEX FUND MoA Funds Corp 56,7514.9M $0.40 %0.04 %as of Mar 31, 2026 ↗
iShares Russell 2500 ETF iShares Trust 55,6584.8M $0.18 %0.04 %as of Mar 31, 2026 ↗
Financial Industries Fund John Hancock Investment Trust II 55,3165.5M $2.04 %0.04 %as of Apr 30, 2026 ↗
Nuveen Large Cap Value Index Fund TIAA-CREF Funds 54,3895.4M $0.04 %0.04 %as of Apr 30, 2026 ↗
Direxion Daily Regional Banks Bull 3X Shares Direxion Shares ETF Trust 54,1745.4M $1.08 %0.04 %as of Apr 30, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 54,1264.9M $0.04 %0.04 %as of Feb 28, 2026 ↗
Mid Cap Index Trust John Hancock Variable Insurance Trust 53,4734.6M $0.39 %0.04 %as of Mar 31, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 52,8985.2M $0.22 %0.04 %as of Apr 30, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 52,3234.5M $0.17 %0.03 %as of Mar 31, 2026 ↗
NVIT Mid Cap Index Fund Nationwide Variable Insurance Trust 51,9204.5M $0.40 %0.03 %as of Mar 31, 2026 ↗
Invesco V.I. American Value Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) 51,1524.4M $1.07 %0.03 %as of Mar 31, 2026 ↗
MetLife Mid Cap Stock Index Portfolio Brighthouse Funds Trust II 51,0904.4M $0.39 %0.03 %as of Mar 31, 2026 ↗
Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust 50,9155M $0.04 %0.03 %as of Apr 30, 2026 ↗
Columbia Research Enhanced Core ETF Columbia ETF Trust I 50,5275M $0.09 %0.03 %as of Apr 30, 2026 ↗
BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. 50,4034.3M $0.57 %0.03 %as of Mar 31, 2026 ↗
iShares MSCI ACWI ETF iShares Trust 48,4274.8M $0.02 %0.03 %as of Apr 30, 2026 ↗
WisdomTree U.S. MidCap Fund WisdomTree Trust 47,1874.1M $0.49 %0.03 %as of Mar 31, 2026 ↗
Schwab 1000 Index Fund SCHWAB INVESTMENTS 47,1714.7M $0.02 %0.03 %as of Apr 30, 2026 ↗
Mercer US Small/Mid Cap Equity Fund Mercer Funds 46,0704M $0.23 %0.03 %as of Mar 31, 2026 ↗
Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB 45,28137.2M SEK0.13 %0.03 %as of Mar 31, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 45,1604.5M $0.02 %0.03 %as of Apr 30, 2026 ↗
iShares U.S. Financial Services ETF iShares Trust 45,1154.5M $0.22 %0.03 %as of Apr 30, 2026 ↗
LVIP SSGA Mid-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 44,0763.8M $0.41 %0.03 %as of Mar 31, 2026 ↗
First Trust Long/Short Equity ETF First Trust Exchange-Traded Fund III 42,0244.2M $0.18 %0.03 %as of Apr 30, 2026 ↗
HARTFORD SMALL CAP GROWTH HLS FUND HARTFORD SERIES FUND INC 41,1893.5M $0.67 %0.03 %as of Mar 31, 2026 ↗
iShares Russell 3000 ETF iShares Trust 40,5203.5M $0.02 %0.03 %as of Mar 31, 2026 ↗
Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST 39,6283.9M $0.18 %0.03 %as of Apr 30, 2026 ↗
Keeley Gabelli Small Cap Dividend Fund Keeley Funds, Inc. 39,4113.4M $1.29 %0.03 %as of Mar 31, 2026 ↗
Global X Adaptive U.S. Factor ETF GLOBAL X FUNDS 39,3023.6M $0.42 %0.03 %as of Feb 28, 2026 ↗
AQR Style Premia Alternative Fund AQR Funds 38,3823.3M $0.15 %0.03 %as of Mar 31, 2026 ↗
Virtus NFJ Large-Cap Value Fund Virtus Investment Trust 36,4943.1M $1.93 %0.02 %as of Mar 31, 2026 ↗
Invesco Russell 1000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 35,5403.2M $0.07 %0.02 %as of Feb 28, 2026 ↗
FT Vest SMID Rising Dividend Achievers Target Income ETF First Trust Exchange-Traded Fund IV 35,0903.5M $0.42 %0.02 %as of Apr 30, 2026 ↗
Avantis U.S. Large Cap Value ETF American Century ETF Trust 34,6403.1M $0.03 %0.02 %as of Feb 28, 2026 ↗
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 33,9543.4M $0.14 %0.02 %as of Apr 30, 2026 ↗
THRIVENT MID CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 33,9182.9M $0.41 %0.02 %as of Mar 31, 2026 ↗
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 33,8903.1M $0.03 %0.02 %as of Feb 28, 2026 ↗
EQ/400 Managed Volatility Portfolio EQ Advisors Trust 32,5422.8M $0.37 %0.02 %as of Mar 31, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 32,5173.2M $0.03 %0.02 %as of Apr 30, 2026 ↗
Old Westbury Small & Mid Cap Strategies Fund Old Westbury Funds Inc 32,0033.2M $0.03 %0.02 %as of Apr 30, 2026 ↗
Six Circles Managed Equity Portfolio U.S. Unconstrained Fund SIX CIRCLES TRUST 31,7152.7M $0.01 %0.02 %as of Mar 31, 2026 ↗
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 31,4283.1M $0.37 %0.02 %as of Apr 30, 2026 ↗
iShares Morningstar Small-Cap Value ETF iShares Trust 31,1923.1M $0.47 %0.02 %as of Apr 30, 2026 ↗
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 30,6403M $0.51 %0.02 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 30,0942.6M $0.02 %0.02 %as of Mar 31, 2026 ↗
1290 VT GAMCO Small Company Value Portfolio EQ Advisors Trust 30,0012.6M $0.07 %0.02 %as of Mar 31, 2026 ↗
Small Company Value Trust John Hancock Variable Insurance Trust 29,6872.6M $1.98 %0.02 %as of Mar 31, 2026 ↗
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 29,3702.9M $0.14 %0.02 %as of Apr 30, 2026 ↗
VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS 29,2472.5M $0.01 %0.02 %as of Mar 31, 2026 ↗
Sit Mid Cap Growth Fund SIT MID CAP GROWTH FUND INC 29,1002.5M $1.21 %0.02 %as of Mar 31, 2026 ↗
Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST 28,5302.8M $0.11 %0.02 %as of Apr 30, 2026 ↗
Virtus NFJ Small-Cap Value Fund Virtus Investment Trust 28,2592.4M $1.00 %0.02 %as of Mar 31, 2026 ↗
iShares MSCI USA Equal Weighted ETF iShares, Inc. 28,2262.6M $0.16 %0.02 %as of Feb 28, 2026 ↗
CVT S&P MidCap 400 Index Portfolio Calvert Variable Trust, Inc. 27,7332.4M $0.39 %0.02 %as of Mar 31, 2026 ↗
Financial Industries Trust John Hancock Variable Insurance Trust 26,9092.3M $1.91 %0.02 %as of Mar 31, 2026 ↗
Swedbank Robur Transfer 90 Swedbank Robur Fonder AB 26,90022.1M SEK0.21 %0.02 %as of Mar 31, 2026 ↗
Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust 26,8842.7M $0.03 %0.02 %as of Apr 30, 2026 ↗
DWS Small Cap Growth Fund DEUTSCHE DWS INVESTMENT TRUST 26,6432.3M $0.91 %0.02 %as of Mar 31, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 26,3382.6M $0.03 %0.02 %as of Apr 30, 2026 ↗
JNL/Mellon Financial Sector Fund JNL Series Trust 26,2612.3M $0.17 %0.02 %as of Mar 31, 2026 ↗
iShares U.S. Small-Cap Equity Factor ETF iShares Trust 25,9382.6M $0.07 %0.02 %as of Apr 30, 2026 ↗
iShares Russell Mid-Cap Index Fund BlackRock Funds 25,7982.6M $0.11 %0.02 %as of Apr 30, 2026 ↗
Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust 25,3232.2M $0.13 %0.02 %as of Mar 31, 2026 ↗
Invesco MSCI USA ETF Invesco Exchange-Traded Fund Trust II 25,2262.3M $0.02 %0.02 %as of Feb 28, 2026 ↗
VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 24,8552.3M $0.02 %0.02 %as of Feb 28, 2026 ↗
BNY Mellon US Mid Cap Core Equity ETF BNY Mellon ETF Trust 24,5912.4M $0.39 %0.02 %as of Apr 30, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 23,8282.4M $0.19 %0.02 %as of Apr 30, 2026 ↗
AVIP S&P MidCap 400 Index Portfolio AuguStar Variable Insurance Products Fund Inc 23,7402M $0.40 %0.02 %as of Mar 31, 2026 ↗
NORTH SQUARE DYNAMIC SMALL CAP FUND Exchange Place Advisors Trust 23,2672.1M $0.31 %0.02 %as of Feb 28, 2026 ↗
The Hartford Small Cap Growth Fund HARTFORD MUTUAL FUNDS II, INC 23,0852.3M $0.75 %0.02 %as of Apr 30, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 23,0682.1M $0.17 %0.02 %as of Feb 28, 2026 ↗
SA Mid Cap Index Portfolio SUNAMERICA SERIES TRUST 22,8992.3M $0.44 %0.02 %as of Apr 30, 2026 ↗
BNY Mellon Small Cap Value Fund BNY Mellon Investment Funds I 22,4431.9M $0.72 %0.01 %as of Mar 31, 2026 ↗
EQ/Common Stock Index Portfolio EQ Advisors Trust 22,1601.9M $0.03 %0.01 %as of Mar 31, 2026 ↗
Fidelity Flex Mid Cap Index Fund Fidelity Salem Street Trust 21,8462.2M $0.36 %0.01 %as of Apr 30, 2026 ↗
DWS Global Small Cap Fund DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. 21,5642.1M $1.07 %0.01 %as of Apr 30, 2026 ↗
Nuveen Small/Mid Cap Value Fund Nuveen Investment Trust 21,3491.8M $1.66 %0.01 %as of Mar 31, 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