Pinnacle Financial Partners Inc
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 30, 2024), Pinnacle Financial Partners Inc reported 528 stock positions worth $4.6 billion. Its top holding was Microsoft (MSFT) at 5.2% of the portfolio, followed by Apple (AAPL, 3.9%) and Vanguard S&P 500 ETF (VOO, 3.8%). Compared with Q4 2023, it opened 30 new positions, sold out of 26, added to 220 and reduced 151. The biggest buy was iShares 7-10 Year Treasury B (IEF, shares +3353%) and the biggest sale iShares 1-3 Year Treasury Bo (SHY, shares −39%).
- Most Recent 13F
- Q3 2025
- Location
- Nashville, TN
- CIK
- 0001115055
- Portfolio Value
- $4.6B (Q1 2024)
- SEC Filing
- 0001115055-24-000130 ↗ filed Apr 30, 2024
Holdings Value
Holdings 528 stocks · $4.6B
| MSFT Microsoft Corp. | 5.17% | 567,882 | $238.9M | Reduce -1.0% |
| AAPL Apple Inc. | 3.92% | 1,057,088 | $181.3M | Add +0.6% |
| VOO Vanguard S&P 500 ETF | 3.79% | 364,135 | $175.0M | Add +0.1% |
| AMZN Amazon.com Inc. | 3.51% | 898,741 | $162.1M | Reduce -1.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 3.40% | 300,362 | $157.1M | Reduce -0.5% |
| JPM JPMorgan Chase & Co. | 2.76% | 635,493 | $127.3M | Reduce -0.3% |
| GOOGL Alphabet Inc. Class A | 2.65% | 809,758 | $122.2M | Add +1.6% |
| V Visa Inc. Class A | 2.56% | 423,757 | $118.3M | Add +2.2% |
| UNH Unitedhealth Group Inc. | 2.45% | 228,519 | $113.0M | Add +1.8% |
| HCA HCA Healthcare Inc. | 1.85% | 256,818 | $85.7M | Add +1.8% |
| PNFP Pinnacle Financial Partners | 1.46% | 785,913 | $67.5M | Reduce -1.6% |
| XOM Exxon Mobil Corp. | 1.42% | 564,639 | $65.6M | Add +1.5% |
| IWF iShares Russell 1000 Growth | 1.30% | 178,134 | $60.0M | Add +13.9% |
| UNP Union Pacific Corp. | 1.28% | 240,326 | $59.1M | Add +0.4% |
| VEA Vanguard Ftse Developed ETF | 1.21% | 1,110,568 | $55.7M | Reduce -4.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.08% | 144,535 | $49.7M | Add +12.4% |
| GOOG Alphabet Inc. Class C | 1.03% | 311,235 | $47.4M | Reduce -3.4% |
| CRM Salesforce Inc. | 0.99% | 152,455 | $45.9M | Add +2.2% |
| HD Home Depot Inc. | 0.94% | 113,300 | $43.5M | Add +2.2% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.93% | 68 | $43.1M | Reduce -2.9% |
| NVDA Nvidia Corp. | 0.87% | 44,545 | $40.2M | Add +4.2% |
| CVS CVS Health Corp. | 0.85% | 489,881 | $39.1M | Add +3.3% |
| AXP American Express Co. | 0.80% | 163,006 | $37.1M | Add +1.2% |
| MRK Merck & Co. Inc. | 0.78% | 271,864 | $35.9M | Add +1.8% |
| ETN Eaton Corp. PLC | 0.75% | 110,235 | $34.5M | Add +2.7% |
| TMO Thermo Fisher Scientific Inc. | 0.72% | 56,915 | $33.1M | Add +1.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.70% | 317,871 | $32.2M | Add +1.3% |
| LLY Eli Lilly & Co. | 0.69% | 41,160 | $32.0M | Add +9.6% |
| CVX Chevron Corp. | 0.69% | 202,724 | $32.0M | Add +2.5% |
| ABBV Abbvie Inc. | 0.68% | 172,206 | $31.4M | Add +1.4% |
| VLO Valero Energy Corp. | 0.68% | 183,061 | $31.2M | Add +1.9% |
| VTI VG Morningstar TS MKT ETF-US | 0.65% | 116,042 | $30.2M | Add +0.5% |
| SHY iShares 1-3 Year Treasury Bo | 0.64% | 358,867 | $29.3M | Reduce -39.3% |
| QCOM Qualcomm Inc. | 0.63% | 173,264 | $29.3M | Add +1.1% |
| PG The Procter & Gamble Co. | 0.63% | 179,368 | $29.1M | Reduce -0.8% |
| IWD iShares Russell 1000 Value E | 0.63% | 161,902 | $29.0M | Reduce -5.1% |
| EMR Emerson Electric Co. | 0.63% | 255,195 | $28.9M | Add +1.0% |
| IVV iShares Core S&P 500 ETF | 0.62% | 54,205 | $28.5M | Reduce -5.7% |
| LMT Lockheed Martin Corp. | 0.61% | 62,245 | $28.3M | Add +0.5% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.58% | 527,520 | $26.7M | Reduce -4.7% |
| JNJ Johnson & Johnson | 0.57% | 167,080 | $26.4M | Add +0.9% |
| ADP Automatic Data Processing | 0.56% | 102,842 | $25.7M | Reduce -14.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.56% | 61,010 | $25.7M | Add +7.7% |
| CPRT Copart Inc. | 0.55% | 435,547 | $25.2M | Add +0.8% |
| COST Costco Wholesale Corp. | 0.54% | 33,910 | $24.8M | Add +2.0% |
| USB US Bancorp | 0.54% | 553,351 | $24.7M | Add +2.3% |
| EFA iShares MSCI Eafe ETF | 0.53% | 309,255 | $24.7M | Reduce -4.3% |
| VWO Vanguard Ftse Emerging Marke | 0.53% | 586,325 | $24.5M | Add +0.9% |
| EOG EOG Resources Inc. | 0.52% | 186,577 | $23.9M | Add +3.9% |
| MDT Medtronic PLC | 0.52% | 273,542 | $23.8M | Add +3.7% |
| CMCSA Comcast Corp. Class A | 0.51% | 540,294 | $23.4M | Reduce -2.6% |
| NOW ServiceNow Inc. | 0.51% | 30,646 | $23.4M | Add +2.5% |
| HON Honeywell International Inc. | 0.50% | 113,465 | $23.3M | Add +2.4% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.50% | 298,989 | $23.1M | Add +11.0% |
| PEP Pepsico Inc. | 0.49% | 129,612 | $22.7M | Add +2.5% |
| SPGI S&P Global Inc. | 0.47% | 51,477 | $21.9M | Add +39.7% |
| GLD SPDR Gold Shares | 0.47% | 105,503 | $21.7M | Add +90.6% |
| SHW The Sherwin-Williams Co. | 0.45% | 59,918 | $20.8M | Add +46.8% |
| CME Cme Group Inc. | 0.45% | 95,877 | $20.6M | Add +3.8% |
| IEF iShares 7-10 Year Treasury B | 0.45% | 217,809 | $20.6M | Add +3353.4% |
| VYM Vanguard High DVD Yield ETF | 0.44% | 169,430 | $20.5M | Add +7.9% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.44% | 539,719 | $20.5M | Add +1.2% |
| IJH iShares Core S&P Midcap ETF | 0.44% | 335,614 | $20.4M | Reduce -1.1% |
| IJR iShares Core S&P Small-Cap E | 0.43% | 180,341 | $19.9M | Add +3.1% |
| IWM iShares Russell 2000 ETF | 0.43% | 94,310 | $19.8M | Add +0.9% |
| BLK BlackRock Finance Inc. | 0.43% | 23,702 | $19.8M | Add +3.1% |
| MDY State Street SPDR S&P Midcap | 0.43% | 35,504 | $19.8M | Add +2.3% |
| VSDA Victoryshares Dividend Accel | 0.42% | 385,980 | $19.4M | Add +8.8% |
| TLH iShares 10-20 Year Treasury | 0.41% | 180,812 | $19.0M | New |
| GD General Dynamics Corp. | 0.41% | 66,522 | $18.8M | Add +1.3% |
| META Meta Platforms Inc. Class A | 0.40% | 38,225 | $18.6M | Add +3.0% |
| OMC Omnicom Group | 0.37% | 178,566 | $17.3M | Add +4.0% |
| BMO Bank of Montreal filed as BANK MONTREAL QUE | 0.37% | 176,135 | $17.2M | Add +3.6% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.37% | 68,638 | $17.1M | Reduce -1.9% |
| TDG Transdigm Group Inc. | 0.36% | 13,413 | $16.5M | Reduce -2.5% |
| AMGN Amgen Inc. | 0.35% | 57,518 | $16.4M | Add +0.3% |
| KO The Coca-Cola Co. | 0.35% | 267,259 | $16.4M | Add +0.8% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.34% | 39,915 | $15.9M | Reduce -0.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.34% | 82,879 | $15.8M | Add +3.7% |
| COF Capital One Financial Corp. | 0.34% | 105,030 | $15.6M | Add +1.3% |
| AZO AutoZone Inc. | 0.33% | 4,777 | $15.1M | Add +3.4% |
| DE Deere & Co. | 0.33% | 36,610 | $15.0M | Add +0.5% |
| DHR Danaher Corp. | 0.32% | 59,340 | $14.8M | Add +0.7% |
| SNA Snap-on Inc. | 0.32% | 49,898 | $14.8M | Add +3.9% |
| AMT American Tower Corp. | 0.31% | 73,470 | $14.5M | Reduce -0.6% |
| IJT iShares S&P Small-Cap 600 GR | 0.31% | 110,307 | $14.4M | Add +4.0% |
| IEI iShares 3-7 Year Treasury Bo | 0.31% | 122,723 | $14.2M | Reduce -7.8% |
| DOW Dow Inc. | 0.31% | 245,096 | $14.2M | Add +4.0% |
| WY Weyerhaeuser Co. | 0.30% | 388,264 | $13.9M | Add +4.1% |
| MCHP Microchip Technology Inc. | 0.30% | 155,342 | $13.9M | Add +3.6% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.30% | 111,741 | $13.7M | Add +0.3% |
| VZ Verizon Communications Inc. | 0.29% | 315,779 | $13.3M | Add +16.9% |
| UPS United Parcel Service Class B | 0.29% | 89,089 | $13.2M | Reduce -10.2% |
| ITOT iShares Core S&P Total U.S. | 0.28% | 111,343 | $12.8M | Reduce -0.6% |
| PM Philip Morris International | 0.27% | 137,608 | $12.6M | Add +6.5% |
| NKE Nike Inc. Class B | 0.26% | 129,458 | $12.2M | Reduce -22.8% |
| MDLZ Mondelez International Inc. Class A | 0.26% | 173,659 | $12.2M | Add +1.7% |
| PWR Quanta Services Inc. | 0.26% | 46,083 | $12.0M | Add +3.5% |
| LIN Linde PLC | 0.26% | 25,661 | $11.9M | Add +0.0% |
| IWP iShares Russell Mid-Cap Grow | 0.26% | 103,475 | $11.8M | Add +5.2% |
Other holdings (2): bonds, preferreds, convertibles and warrants · $127K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | 103 | $126K | No change |
| MVSTW Microvast Hold Inc.-CW26 | *W EXP 07/23/202 | 10,000 | $1K | No change |
Total filed on the 13F, all lines: $4.6B.
Portfolio Sells Q4 2023 → Q1 2024
| SHY iShares 1-3 Year Treasury Bo | Reduce -39.3% | 0.64% | −0.52 |
| STIP iShares 0-5 Year Tips Bond E | Reduce -81.1% | 0.10% | −0.49 |
| TBLL Invesco Short Term Treasury | Sold out | 0.00% | −0.25 |
| PNFP Pinnacle Financial Partners | Reduce -1.6% | 1.46% | −0.19 |
| NKE Nike Inc. Class B | Reduce -22.8% | 0.26% | −0.17 |
| APD Air Products & Chemicals Inc. | Reduce -52.4% | 0.08% | −0.13 |
| VEA Vanguard Ftse Developed ETF | Reduce -4.3% | 1.21% | −0.11 |
| ADP Automatic Data Processing | Reduce -14.9% | 0.56% | −0.11 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -4.7% | 0.58% | −0.09 |
| UPS United Parcel Service Class B | Reduce -10.2% | 0.29% | −0.08 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -22.7% | 0.21% | −0.08 |
| CMCSA Comcast Corp. Class A | Reduce -2.6% | 0.51% | −0.07 |
| AMT American Tower Corp. | Reduce -0.6% | 0.31% | −0.06 |
| ICSH iShares Ultra Short Duration | Reduce -14.7% | 0.23% | −0.06 |
| IEI iShares 3-7 Year Treasury Bo | Reduce -7.8% | 0.31% | −0.06 |
| PFE Pfizer Inc. | Reduce -34.5% | 0.08% | −0.06 |
| CSCO Cisco Systems Inc. | Reduce -20.9% | 0.14% | −0.06 |
| GOOG Alphabet Inc. Class C | Reduce -3.4% | 1.03% | −0.05 |
| EFA iShares MSCI Eafe ETF | Reduce -4.3% | 0.53% | −0.04 |
| IWD iShares Russell 1000 Value E | Reduce -5.1% | 0.63% | −0.04 |
| SPTS SS SPDR P St Term TSY ETF | Reduce -36.8% | 0.05% | −0.04 |
| IVV iShares Core S&P 500 ETF | Reduce -5.7% | 0.62% | −0.04 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -2.4% | 0.25% | −0.03 |
| VNQ Vanguard Real Estate ETF | Reduce -6.8% | 0.14% | −0.03 |
| BIV Vanguard Intermediate-Term B | Reduce -7.2% | 0.12% | −0.02 |
| IWV iShares Russell 3000 ETF | Reduce -40.6% | 0.03% | −0.02 |
| DVY iShares Select Dividend ETF | Reduce -6.5% | 0.18% | −0.02 |
| NEE Nextera Energy Inc. | Reduce -12.0% | 0.11% | −0.02 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -9.7% | 0.16% | −0.02 |
| SLB SLB Ltd. | Reduce -14.9% | 0.08% | −0.02 |
| BKNG Booking Holdings Inc. | Reduce -0.2% | 0.22% | −0.02 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -1.9% | 0.37% | −0.02 |
| DIA SS SPDR Dow Jones Indus Avg | Reduce -0.3% | 0.34% | −0.01 |
| IEMG iShares Core MSCI Emerging | Reduce -23.1% | 0.04% | −0.01 |
| LHX L3HARRIS Technologies Inc. | Reduce -0.0% | 0.16% | −0.01 |
| SLYV SS SPDR S&P 600 SC Val ETF | Reduce -2.6% | 0.09% | −0.01 |
| BX Blackstone Inc. | Reduce -0.5% | 0.11% | −0.01 |
| SBUX Starbucks Corp. | Reduce -1.9% | 0.06% | −0.01 |
| AEE Ameren Corporation | Sold out | 0.00% | −0.01 |
| BA The Boeing Co. | Reduce -13.8% | 0.01% | −0.01 |
| SLYG SS SPDR S&P 600 SC GR ETF | Reduce -3.6% | 0.09% | −0.01 |
| IVE iShares S&P 500 Value ETF | Reduce -1.9% | 0.21% | −0.01 |
| BSV Vanguard Short-Term Bond ETF | Reduce -8.1% | 0.04% | −0.01 |
| GEHC GE Healthcare Technology | Sold out | 0.00% | −0.01 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Reduce -2.2% | 0.17% | −0.01 |
| BN Brookfield Corp. | Reduce -2.5% | 0.09% | −0.01 |
| EEM iShares MSCI Emerging Market | Reduce -88.7% | 0.00% | −0.01 |
| XLP SS Consumer Staples Sel Sect | Reduce -20.8% | 0.02% | −0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.5% | 3.40% | −0.01 |
| GDX Vaneck Gold Miners ETF | Sold out | 0.00% | −0.01 |
Portfolio Buys Q4 2023 → Q1 2024
| IEF iShares 7-10 Year Treasury B | Add +3353.4% | 0.45% | +0.43 |
| TLH iShares 10-20 Year Treasury | New | 0.41% | +0.41 |
| NVDA Nvidia Corp. | Add +4.2% | 0.87% | +0.37 |
| HCA HCA Healthcare Inc. | Add +1.8% | 1.85% | +0.23 |
| GLD SPDR Gold Shares | Add +90.6% | 0.47% | +0.22 |
| IWF iShares Russell 1000 Growth | Add +13.9% | 1.30% | +0.17 |
| LLY Eli Lilly & Co. | Add +9.6% | 0.69% | +0.17 |
| SHW The Sherwin-Williams Co. | Add +46.8% | 0.45% | +0.15 |
| ETN Eaton Corp. PLC | Add +2.7% | 0.75% | +0.13 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +12.4% | 1.08% | +0.13 |
| VLO Valero Energy Corp. | Add +1.9% | 0.68% | +0.12 |
| GNRC Generac Holdings Inc. | Add +13212.8% | 0.12% | +0.12 |
| SCHD Schwab US DVD Equity ETF | Add +1277.0% | 0.13% | +0.12 |
| XOM Exxon Mobil Corp. | Add +1.5% | 1.42% | +0.10 |
| META Meta Platforms Inc. Class A | Add +3.0% | 0.40% | +0.09 |
| SPGI S&P Global Inc. | Add +39.7% | 0.47% | +0.09 |
| AXP American Express Co. | Add +1.2% | 0.80% | +0.09 |
| MRK Merck & Co. Inc. | Add +1.8% | 0.78% | +0.09 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +7.7% | 0.56% | +0.08 |
| LULU Lululemon Athletica Inc. | Add +738.2% | 0.09% | +0.07 |
| CRM Salesforce Inc. | Add +2.2% | 0.99% | +0.06 |
| DIS The Walt Disney Co. | Add +0.3% | 0.30% | +0.06 |
| ABBV Abbvie Inc. | Add +1.4% | 0.68% | +0.05 |
| MU Micron Technology Inc. | Add +0.1% | 0.25% | +0.05 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +178.2% | 0.07% | +0.05 |
| QCOM Qualcomm Inc. | Add +1.1% | 0.63% | +0.05 |
| IEFA iShares Core MSCI Eafe ETF | Add +46.5% | 0.16% | +0.05 |
| VZ Verizon Communications Inc. | Add +16.9% | 0.29% | +0.04 |
| CPRT Copart Inc. | Add +0.8% | 0.55% | +0.04 |
| EMR Emerson Electric Co. | Add +1.0% | 0.63% | +0.04 |
| AZO AutoZone Inc. | Add +3.4% | 0.33% | +0.04 |
| VCIT Vanguard Int-Term Corporate | Add +81.8% | 0.10% | +0.04 |
| CMG Chipotle Mexican Grill Inc. | Add +2.4% | 0.21% | +0.03 |
| IBM Intl Business Machines Corp. | Add +3.7% | 0.34% | +0.03 |
| CM Can Imperial BK of Commerce | Add +21.8% | 0.22% | +0.03 |
| PWR Quanta Services Inc. | Add +3.5% | 0.26% | +0.03 |
| IXUS iShares Core Intl Stock ETF | Add +27.1% | 0.18% | +0.03 |
| HD Home Depot Inc. | Add +2.2% | 0.94% | +0.03 |
| JEPI JPMorgan Equity Premium Inco | Add +52.5% | 0.09% | +0.03 |
| VYM Vanguard High DVD Yield ETF | Add +7.9% | 0.44% | +0.03 |
| XHB SS SPDR S&P Homebldrs ETF | New | 0.02% | +0.02 |
| APO Apollo Global Management Inc. | Add +3.7% | 0.20% | +0.02 |
| ISRG Intuitive Surgical Inc. | Add +5.8% | 0.18% | +0.02 |
| ORCL Oracle Corp. | Add +6.0% | 0.17% | +0.02 |
| ACWV iShares MSCI Global Min Vol | New | 0.02% | +0.02 |
| FISV Fiserv Inc. | Add +0.4% | 0.23% | +0.02 |
| OMC Omnicom Group | Add +4.0% | 0.37% | +0.02 |
| WMT Walmart Inc. | Add +8.0% | 0.19% | +0.02 |
| LVHI Franklin International Low V | Add +19.4% | 0.14% | +0.02 |
| VSDA Victoryshares Dividend Accel | Add +8.8% | 0.42% | +0.02 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q3 2025 | 459 | $4.2B | MSFT, SPY, AAPL, VOO, JPM |
| Q2 2025 | 506 | $4.8B | MSFT, SPY, VOO, AAPL, AMZN |
| Q1 2025 | 521 | $5.0B | MSFT, AAPL, SPY, VOO, AMZN |
| Q4 2024 | 515 | $4.9B | MSFT, AAPL, SPY, VOO, AMZN |
| Q3 2024 | 517 | $5.0B | MSFT, AAPL, VOO, SPY, AMZN |
| Q2 2024 | 533 | $4.7B | MSFT, AAPL, VOO, AMZN, SPY |
| Q1 2024 | 528 | $4.6B | MSFT, AAPL, VOO, AMZN, SPY |