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
06 Feb 25	Sell€5,739,270	David Ingram	Individual	47,071	€121.97
31 Jan 25	Sell€7,052,779	David Ingram	Individual	57,964	€122.43
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

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	64,936	0.0849%
Individual Insiders	1,080,298	1.41%
General Public	5,608,291	7.33%
Institutions	69,775,937	91.2%

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

Top Shareholders

Top 25 shareholders own 65.27% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
9.41%	The Vanguard Group, Inc.	7,200,386	€786.1m	1.22%	0.01%
9.26%	BlackRock, Inc.	7,089,692	€774.0m	4.27%	0.01%
5.52%	T. Rowe Price Group, Inc.	4,221,612	€460.9m	-4.03%	0.04%
4.48%	State Street Global Advisors, Inc.	3,424,963	€373.9m	13.4%	0.01%
3.93%	Dimensional Fund Advisors LP	3,003,967	€328.0m	-8.06%	0.05%
3.92%	FMR LLC	3,001,734	€327.7m	10.6%	0.02%
3.31%	Wasatch Advisors LP	2,529,729	€276.2m	-14.2%	0.97%
3.11%	Invesco Ltd.	2,378,966	€259.7m	-0.94%	0.07%
2.53%	North Reef Capital Management LP	1,940,000	€211.8m	57.1%	10.1%
2.04%	Capital Research and Management Company	1,559,798	€170.3m	57%	0.01%
1.97%	Wellington Management Group LLP	1,504,254	€164.2m	16.5%	0.03%
1.74%	Geode Capital Management, LLC	1,328,117	€145.0m	-0.03%	0.01%
1.38%	Fenimore Asset Management, Inc.	1,054,931	€115.2m	-1.49%	2.59%
1.25%	Manulife Asset Management	959,757	€104.8m	-5.45%	0.08%
1.19%	Azora Capital LP	913,936	€99.8m	39.2%	4.76%
1.19%	Charles Schwab Investment Management, Inc.	913,366	€99.7m	-0.73%	0.02%
1.17%	BloombergSen Inc.	898,305	€98.1m	0%	8.72%
1.16%	Norges Bank Investment Management	889,924	€97.2m	3.32%	0.01%
1.11%	Principal Global Investors, LLC	849,180	€92.7m	-13.7%	0.05%
1.01%	Channing Capital Management, LLC	769,634	€84.0m	-16.3%	2.42%
0.99%	GW&K Investment Management, LLC	761,203	€83.1m	-17.5%	0.74%
0.92%	Pinnacle Financial Partners, Inc., Asset Management Arm	707,779	€77.3m	-10.8%	1.68%
0.9%	Northern Trust Global Investments	685,795	€74.9m	22.4%	0.01%
0.89%	Van Lanschot Kempen Investment Management N.V.	682,837	€74.5m	0%	0.54%
0.89%	UBS Asset Management AG	677,554	€74.0m	124%	0.01%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/02/22 16:14
End of Day Share Price	2025/02/21 00:00
Earnings	2024/12/31
Annual Earnings	2024/12/31

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.

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

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Pinnacle Financial Partners, Inc. is covered by 22 analysts. 9 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.