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
Embark Small Cap Equity Fund Harbor Funds II 21,3072.1M $0.37 %0.01 %as of Apr 30, 2026 ↗
AZL Mid Cap Index Fund Allianz Variable Insurance Products Trust 20,9451.8M $0.40 %0.01 %as of Mar 31, 2026 ↗
Nationwide Mid Cap Market Index Fund Nationwide Mutual Funds 20,8912.1M $0.43 %0.01 %as of Apr 30, 2026 ↗
Calvert U.S. Large Cap Value Responsible Index Fund Calvert Responsible Index Series, Inc. 20,8781.8M $0.10 %0.01 %as of Mar 31, 2026 ↗
VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS 20,7741.8M $0.02 %0.01 %as of Mar 31, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 20,6571.8M $0.18 %0.01 %as of Mar 31, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 20,3102M $0.08 %0.01 %as of Apr 30, 2026 ↗
The U.S. Equity Portfolio HC Capital Trust 19,8541.7M $0.09 %0.01 %as of Mar 31, 2026 ↗
Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. 19,5741.7M $0.03 %0.01 %as of Mar 31, 2026 ↗
Nuveen Small/Mid Cap Growth Opportunities Fund Nuveen Investment Funds, Inc. 19,4801.9M $1.13 %0.01 %as of Apr 30, 2026 ↗
1290 GAMCO Small/Mid Cap Value Fund 1290 Funds 18,8531.9M $0.82 %0.01 %as of Apr 30, 2026 ↗
Hartford Alpha Capture Value ETF Hartford Funds Exchange-Traded Trust 18,4471.8M $1.06 %0.01 %as of Apr 30, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 18,1531.8M $0.06 %0.01 %as of Apr 30, 2026 ↗
Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO 17,6681.7M $0.08 %0.01 %as of Apr 30, 2026 ↗
Pacer Trendpilot US Mid Cap ETF Pacer Funds Trust 17,2741.7M $0.44 %0.01 %as of Apr 30, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 17,1311.7M $0.22 %0.01 %as of Apr 30, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 16,4021.4M $0.03 %0.01 %as of Mar 31, 2026 ↗
Fidelity Advisor Value Fund Fidelity Advisor Series I 15,3381.5M $0.40 %0.01 %as of Apr 30, 2026 ↗
Invesco S&P Midcap 400 Pure Value ETF Invesco Exchange-Traded Fund Trust 15,3061.5M $0.48 %0.01 %as of Apr 30, 2026 ↗
Keeley Gabelli Mid Cap Dividend Fund Keeley Funds, Inc. 15,1331.3M $1.10 %0.01 %as of Mar 31, 2026 ↗
AMG GW&K Small Cap Growth Fund AMG Funds IV 15,0381.5M $0.72 %0.01 %as of Apr 30, 2026 ↗
T. Rowe Price Spectrum Moderate Growth Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. 14,9201.4M $0.03 %0.01 %as of Feb 28, 2026 ↗
Invesco S&P MidCap 400 Revenue ETF Invesco Exchange-Traded Fund Trust II 14,4841.3M $0.12 %0.01 %as of Feb 28, 2026 ↗
Emerald Finance & Banking Innovation Fund FINANCIAL INVESTORS TRUST 14,3431.4M $3.21 %0.01 %as of Apr 30, 2026 ↗
Private Capital Management Value Fund FundVantage Trust 14,2021.4M $2.06 %0.01 %as of Apr 30, 2026 ↗
RMB SMID Cap Fund RMB Investors Trust 14,0941.2M $2.05 %0.01 %as of Mar 31, 2026 ↗
Federated Hermes Mid-Cap Index Fund Federated Hermes Index Trust 13,4931.3M $0.47 %0.01 %as of Apr 30, 2026 ↗
PL Growth and Income ETF Collaborative Investment Series Trust 13,2851.1M $1.93 %0.01 %as of Mar 31, 2026 ↗
AQR Managed Futures Strategy HV Fund AQR Funds 13,2691.1M $0.09 %0.01 %as of Mar 31, 2026 ↗
Timothy Plan Aggressive Growth Fund TIMOTHY PLAN 12,9241.1M $0.95 %0.01 %as of Mar 31, 2026 ↗
American Beacon Shapiro SMID Cap Equity Fund AMERICAN BEACON FUNDS 12,8341.1M $5.01 %0.01 %as of Mar 31, 2026 ↗
ATM Mid Cap Managed Volatility Portfolio EQ Advisors Trust 12,5841.1M $0.37 %0.01 %as of Mar 31, 2026 ↗
Invesco Zacks Multi-Asset Income ETF Invesco Exchange-Traded Fund Trust 12,5631.2M $1.03 %0.01 %as of Apr 30, 2026 ↗
AQR Multi-Asset Fund AQR Funds 12,5381.1M $0.05 %0.01 %as of Mar 31, 2026 ↗
WisdomTree U.S. Multifactor Fund WisdomTree Trust 12,5231.1M $0.31 %0.01 %as of Mar 31, 2026 ↗
T. Rowe Price Mid-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 12,3741.1M $0.29 %0.01 %as of Mar 31, 2026 ↗
Guardian Select Mid Cap Core VIP Fund Guardian Variable Products Trust 12,2351.1M $0.66 %0.01 %as of Mar 31, 2026 ↗
iShares MSCI World ETF iShares, Inc. 12,1441.1M $0.02 %0.01 %as of Feb 28, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 12,0501.1M $0.02 %0.01 %as of Feb 28, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 11,9711M $0.06 %0.01 %as of Mar 31, 2026 ↗
DWS Small Mid Cap Growth VIP DEUTSCHE DWS VARIABLE SERIES II 11,9621M $2.24 %0.01 %as of Mar 31, 2026 ↗
Venerable Mid Cap Index Fund Venerable Variable Insurance Trust 11,9261M $0.10 %0.01 %as of Mar 31, 2026 ↗
Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST 11,5871.1M $0.02 %0.01 %as of Feb 28, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 11,556995.4K $0.13 %0.01 %as of Mar 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 11,113957.3K $0.06 %0.01 %as of Mar 31, 2026 ↗
SFT Index 400 Mid-Cap Fund Securian Funds Trust 11,096955.8K $0.40 %0.01 %as of Mar 31, 2026 ↗
Hunter Small Cap Value Fund Two Roads Shared Trust 10,8901.1M $1.73 %0.01 %as of Apr 30, 2026 ↗
JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust 10,610913.9K $0.02 %0.01 %as of Mar 31, 2026 ↗
First Trust Mid Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 10,5371M $0.08 %0.01 %as of Apr 30, 2026 ↗
VictoryShares US 500 Volatility Wtd ETF Victory Portfolios II 10,348891.4K $0.17 %0.01 %as of Mar 31, 2026 ↗
JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust 10,137873.2K $0.24 %0.01 %as of Mar 31, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 9,463936.3K $0.02 %0.01 %as of Apr 30, 2026 ↗
Invesco S&P Midcap 400 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II 9,285842.7K $0.21 %0.01 %as of Feb 28, 2026 ↗
Invesco Russell 1000 Equal Weight ETF Invesco Exchange-Traded Fund Trust II 9,272841.5K $0.11 %0.01 %as of Feb 28, 2026 ↗
Diversified Equity Master Portfolio Master Investment Portfolio 9,228794.9K $0.03 %0.01 %as of Mar 31, 2026 ↗
EQ/Large Cap Value Managed Volatility Portfolio EQ Advisors Trust 8,925768.8K $0.02 %0.01 %as of Mar 31, 2026 ↗
VANGUARD TAX-MANAGED BALANCED FUND VANGUARD TAX-MANAGED FUNDS 8,783756.6K $0.01 %0.01 %as of Mar 31, 2026 ↗
SEB USA Exposure SEB Funds AB 8,4366.9M SEK0.03 %0.01 %as of Mar 31, 2026 ↗
DWS Global Small Cap VIP DEUTSCHE DWS VARIABLE SERIES I 8,423725.6K $1.03 %0.01 %as of Mar 31, 2026 ↗
BlackRock Advantage SMID Cap V.I. Fund BlackRock Variable Series Funds, Inc. 8,417725K $0.48 %0.01 %as of Mar 31, 2026 ↗
Small Cap Opportunities Trust John Hancock Variable Insurance Trust 8,209707.1K $0.38 %0.01 %as of Mar 31, 2026 ↗
SA Fidelity Institutional AM Global Equities Portfolio SUNAMERICA SERIES TRUST 7,967788.3K $0.23 %0.01 %as of Apr 30, 2026 ↗
iShares ESG Advanced MSCI USA ETF iShares Trust 7,961722.5K $0.06 %0.01 %as of Feb 28, 2026 ↗
VictoryShares US 500 Enhanced Volatility Wtd ETF Victory Portfolios II 7,942684.1K $0.17 %0.01 %as of Mar 31, 2026 ↗
iShares MSCI USA Size Factor ETF iShares Trust 7,916783.2K $0.19 %0.01 %as of Apr 30, 2026 ↗
VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND 7,802708.1K $0.09 %0.01 %as of Feb 28, 2026 ↗
AQR Alternative Risk Premia Fund AQR Funds 7,605655.1K $0.13 %0.01 %as of Mar 31, 2026 ↗
Sit Small Cap Dividend Growth Fund SIT MUTUAL FUNDS INC 7,488645K $1.35 %0.00 %as of Mar 31, 2026 ↗
Voya RussellTM Mid Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 7,438640.7K $0.10 %0.00 %as of Mar 31, 2026 ↗
Skandia Global Exponering Skandia Fonder AB 7,3006M SEK0.02 %0.00 %as of Mar 31, 2026 ↗
JNL/DFA U.S. Core Equity Fund JNL Series Trust 7,138614.9K $0.05 %0.00 %as of Mar 31, 2026 ↗
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 7,088610.6K $0.19 %0.00 %as of Mar 31, 2026 ↗
Multi-Manager U.S. Small Cap Equity Fund Goldman Sachs Trust II 7,013693.9K $0.20 %0.00 %as of Apr 30, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 6,926596.6K $0.07 %0.00 %as of Mar 31, 2026 ↗
Inspire 500 ETF Northern Lights Fund Trust IV 6,870623.5K $0.09 %0.00 %as of Feb 28, 2026 ↗
Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds 6,831588.4K $0.02 %0.00 %as of Mar 31, 2026 ↗
Systematic Value Fund VALIC Co I 6,696607.7K $0.11 %0.00 %as of Feb 28, 2026 ↗
First Trust Nasdaq BuyWrite Income ETF First Trust Exchange-Traded Fund VI 6,674574.9K $0.07 %0.00 %as of Mar 31, 2026 ↗
iShares Dow Jones U.S. ETF iShares Trust 6,566649.6K $0.02 %0.00 %as of Apr 30, 2026 ↗
iShares Morningstar Small-Cap ETF iShares Trust 6,480641.1K $0.24 %0.00 %as of Apr 30, 2026 ↗
Bridge Builder Large Cap Value Fund Bridge Builder Trust 6,453555.9K $0.00 %0.00 %as of Mar 31, 2026 ↗
WisdomTree U.S. Total Dividend Fund WisdomTree Trust 6,260539.2K $0.04 %0.00 %as of Mar 31, 2026 ↗
T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 6,250538.4K $0.02 %0.00 %as of Mar 31, 2026 ↗
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 6,225565K $0.08 %0.00 %as of Feb 28, 2026 ↗
DANA EPIPHANY SMALL CAP EQUITY FUND Valued Advisers Trust 6,148608.3K $1.78 %0.00 %as of Apr 30, 2026 ↗
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 5,946588.3K $0.03 %0.00 %as of Apr 30, 2026 ↗
Calvert U.S. Mid Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. 5,830502.2K $0.12 %0.00 %as of Mar 31, 2026 ↗
T. Rowe Price Spectrum Moderate Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. 5,598508.1K $0.02 %0.00 %as of Feb 28, 2026 ↗
Morgan Stanley Pathway Large Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 5,569505.4K $0.01 %0.00 %as of Feb 28, 2026 ↗
Columbia Research Enhanced Value ETF Columbia ETF Trust I 5,194513.9K $0.18 %0.00 %as of Apr 30, 2026 ↗
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 5,121441.1K $0.10 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs MarketBeta U.S. 1000 Equity ETF Goldman Sachs ETF Trust II 5,065459.7K $0.02 %0.00 %as of Feb 28, 2026 ↗
ProShares Ultra MidCap400 ProShares Trust 4,989452.8K $0.30 %0.00 %as of Feb 28, 2026 ↗
S&P MidCap Index Fund SHELTON FUNDS 4,933447.7K $0.39 %0.00 %as of Feb 28, 2026 ↗
Schwab U.S. Large-Cap Value Index Fund SCHWAB CAPITAL TRUST 4,832478.1K $0.04 %0.00 %as of Apr 30, 2026 ↗
EQ/Large Cap Value Index Portfolio EQ Advisors Trust 4,754409.5K $0.04 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) MSCI USA StrategicFactors(SM) ETF SPDR SERIES TRUST 4,725407K $0.03 %0.00 %as of Mar 31, 2026 ↗
AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust 4,643399.9K $0.06 %0.00 %as of Mar 31, 2026 ↗
Saratoga Large Capitalization Growth Portfolio SARATOGA ADVANTAGE TRUST 4,590416.6K $1.21 %0.00 %as of Feb 28, 2026 ↗
PD Large-Cap Value Index Portfolio PACIFIC SELECT FUND 4,508388.3K $0.04 %0.00 %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