Pinnacle Financial Partners Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

DB:PFZ Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
09 Dec 24	Sell€2,812,455	David Ingram	Individual	23,610	€119.16
09 Dec 24	Sell€362,119	Harold Carpenter	Individual	3,051	€118.69
06 Dec 24	Sell€5,871,112	Robert McCabe	Individual	50,000	€117.90
06 Dec 24	Sell€584,215	Richard Callicutt	Individual	4,913	€118.91
09 May 24	Sell€115,548	Gregory Burns	Individual	1,500	€77.03
26 Apr 24	Sell€1,062,922	Richard Callicutt	Individual	13,923	€77.04
25 Apr 24	Sell€5,442,448	Michael Turner	Individual	72,000	€76.21
25 Apr 24	Sell€8,708,914	Robert McCabe	Individual	115,119	€75.65
25 Apr 24	Sell€10,006	Robert McCabe	Individual	130	€76.97
01 Mar 24	Sell€1,408,701	Richard Callicutt	Individual	18,976	€74.68
23 Jan 24	Sell€510,843	Robert McCabe	Individual	6,331	€80.69

Insider Trading Volume

Insider Buying: PFZ insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of PFZ?
Owner Type	Number of Shares	Ownership Percentage
State or Government	70,693	0.0924%
Individual Insiders	1,169,725	1.53%
General Public	6,464,078	8.45%
Institutions	68,828,116	89.9%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 63.77% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
9.29%	The Vanguard Group, Inc.	7,113,328	€803.3m	-0.41%	0.01%
8.88%	BlackRock, Inc.	6,799,201	€767.8m	-1.21%	0.01%
5.75%	T. Rowe Price Group, Inc.	4,398,813	€496.7m	-1.15%	0.04%
4.27%	Dimensional Fund Advisors LP	3,267,382	€369.0m	5.59%	0.06%
3.94%	State Street Global Advisors, Inc.	3,019,205	€340.9m	0.05%	0.01%
3.85%	Wasatch Advisors LP	2,946,927	€332.8m	-5%	1.17%
3.55%	FMR LLC	2,715,090	€306.6m	11.6%	0.02%
3.14%	Invesco Ltd.	2,401,629	€271.2m	-15.4%	0.07%
1.74%	Geode Capital Management, LLC	1,328,564	€150.0m	0.65%	0.01%
1.69%	Wellington Management Group LLP	1,290,749	€145.8m	0%	0.02%
1.61%	North Reef Capital Management LP	1,235,000	€139.5m	-19%	5.85%
1.4%	Fenimore Asset Management, Inc.	1,070,851	€120.9m	-1.35%	2.47%
1.33%	Manulife Asset Management	1,015,033	€114.6m	20.5%	0.09%
1.3%	Capital Research and Management Company	993,737	€112.2m	0%	0.01%
1.29%	Principal Global Investors, LLC	983,999	€111.1m	27%	0.05%
1.21%	GW&K Investment Management, LLC	922,614	€104.2m	0.97%	0.86%
1.2%	Charles Schwab Investment Management, Inc.	920,088	€103.9m	1.08%	0.02%
1.2%	Channing Capital Management, LLC	919,132	€103.8m	3.84%	2.64%
1.17%	BloombergSen Inc.	898,305	€101.4m	0%	8.6%
1.16%	Junto Capital Management LP	888,808	€100.4m	27.3%	2.2%
1.13%	Norges Bank Investment Management	861,296	€97.3m	0%	0.01%
1.04%	Pinnacle Financial Partners, Inc., Asset Management Arm	793,255	€89.6m	0.82%	1.82%
0.91%	Jennison Associates LLC	693,181	€78.3m	-10.6%	0.04%
0.88%	EARNEST Partners, LLC	670,630	€75.7m	1.55%	0.33%
0.86%	Azora Capital LP	656,589	€74.1m	0%	3.4%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/18 12:15
End of Day Share Price	2024/12/18 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

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Analyst Sources

Pinnacle Financial Partners, Inc. is covered by 26 analysts. 8 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Bryce Rowe	Baird
Jared Shaw	Barclays
Andrew Stapp	B. Riley Securities, Inc.