undamentalytics Newsletter

Pinnacle Financial Partners, Inc.: which funds bought and sold

Institutions that bought and sold Pinnacle Financial Partners shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 381 institutions that filed 13F reports for both quarters added to or opened positions in Pinnacle Financial Partners, and 287 cut or closed them. Together they added a net 3.9M shares, +3.1% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 351K shares (−0.9%); index fund managers were net buyers of 637K shares (+1.5%). 134 opened a new position and 72 sold out entirely.

Bought, Q2 2026 381 institutions, 134 of them new holders Sold, Q2 2026 287 institutions, 72 of them sold out
Net change, all compared +3.9M shares (+3.1%)
Net change, active managers −351K shares (−0.9%), 31 bought, 37 sold

Buyers versus sellers

institutions compared, 763
Active managers and hedge funds 31 bought · 37 sold · −351K
Index fund managers 7 bought · 5 sold · +637K
Other institutions 343 bought · 245 sold · +3.6M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
FMR LLC Active manager +3.3M +45.7% 10.5M $1.1B
Invesco Ltd. +2.0M +56.6% 5.6M $566M
Wellington Management Group LLP Active manager +2.0M +22.1% 11.1M $1.1B
Impax Asset Management Group PLC +728K +175.6% 1.1M $115M
North Reef Capital Management LP Hedge fund +631K +624.8% 732K $73.8M
Vinva Investment Management Ltd +603K New position 603K $60.9M
Blackrock, Inc. Index funds +455K +2.8% 16.9M $1.7B
UBS Am, A Distinct Business Unit Of UBS Asset Management Americas LLC +448K +11547.3% 452K $45.6M
T. Rowe Price Investment Management, Inc. Active manager +427K +8.6% 5.4M $543M
State Street Corp Index funds +292K +5.0% 6.2M $624M
Van Lanschot Kempen Investment Management N.V. +272K +533.9% 323K $32.6M
Polar Asset Management Partners Inc. +254K New position 254K $25.7M
Millennium Management LLC Hedge fund +250K +31.4% 1.0M $106M
Carlson Capital, L.P. +199K +331.6% 260K $26.2M
Geode Capital Management, LLC Index funds +187K +6.7% 3.0M $300M
Jain Global LLC Hedge fund +178K +142.8% 302K $30.5M
Man Group PLC Hedge fund +176K +817.7% 198K $20M
California State Teachers Retirement System +175K New position 175K $17.7M
Renaissance Technologies LLC Hedge fund +171K +90.6% 360K $36.3M
Goldman Sachs Group Inc +155K +22.8% 835K $84.2M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Citadel Advisors LLC Hedge fund −2.2M −67.9% 1.0M $106M
Point72 Asset Management, L.P. Hedge fund −1.3M −71.0% 536K $54M
Freestone Grove Partners LP Hedge fund −1.3M Sold out 0 —
AQR Capital Management LLC Hedge fund −572K −14.3% 3.4M $344M
SG Americas Securities, LLC −384K −85.7% 64K $6.5M
Balyasny Asset Management L.P. Hedge fund −375K Sold out 0 —
Australiansuper Pty Ltd −364K Sold out 0 —
Capital Research Global Investors Active manager −306K Sold out 0 —
Alyeska Investment Group, L.P. Hedge fund −305K Sold out 0 —
Pentwater Capital Management LP Hedge fund −300K Sold out 0 —
D. E. Shaw & Co., Inc. Hedge fund −293K −29.3% 705K $71.2M
Jefferies Financial Group Inc. −284K −65.1% 153K $15.4M
Troluce Capital Advisors LLC −258K Sold out 0 —
UBS Group AG −243K −33.2% 489K $49.4M
Morgan Stanley −221K −13.6% 1.4M $142M
Vanguard Capital Management LLC Index funds −191K −2.8% 6.6M $663M
Arrowstreet Capital, Limited Partnership Hedge fund −189K −37.5% 315K $31.8M
Royal Bank Of Canada −169K −82.3% 36K $3.7M
Azora Capital LP Hedge fund −149K Sold out 0 —
Metlife Investment Management, LLC −140K −54.4% 117K $11.8M

New positions

largest by value

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Freestone Grove Partners LPHedge fund 1.3M $111M
Balyasny Asset Management L.P.Hedge fund 375K $32.3M
Australiansuper Pty Ltd 364K $31.4M
Capital Research Global InvestorsActive manager 306K $26.4M
Alyeska Investment Group, L.P.Hedge fund 305K $26.3M
Pentwater Capital Management LPHedge fund 300K $25.8M
Troluce Capital Advisors LLC 258K $22.3M
Azora Capital LPHedge fund 149K $12.8M
Thornburg Investment Management IncActive manager 139K $12M
Tudor Investment Corp Et AlHedge fund 125K $10.8M

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
703
Ten largest holders
58.4%
of 13F-reported shares
Index fund managers
33.1%
of 13F-reported shares
Active managers and hedge funds
29.4%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 31 37 8 16 −351K −0.9%
Index fund managers 7 5 0 0 +637K +1.5%
Other institutions 343 245 126 56 +3.6M +8.5%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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