Pinnacle Financial Partners Inc
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 6, 2024), Pinnacle Financial Partners Inc reported 533 stock positions worth $4.7 billion. Its top holding was Microsoft (MSFT) at 5.3% of the portfolio, followed by Apple (AAPL, 4.4%) and Vanguard S&P 500 ETF (VOO, 3.8%). Compared with Q1 2024, it opened 21 new positions, sold out of 17, added to 182 and reduced 161. The biggest buy was Exxon Mobil (XOM, shares +17%) and the biggest sale Pioneer Natural Resources (PXD, shares −83%).
- Most Recent 13F
- Q3 2025
- Location
- Nashville, TN
- CIK
- 0001115055
- Portfolio Value
- $4.7B (Q2 2024)
- SEC Filing
- 0001115055-24-000155 ↗ filed Aug 6, 2024
Holdings Value
Holdings 533 stocks · $4.7B
| MSFT Microsoft Corp. | 5.30% | 567,250 | $247.8M | Reduce -0.1% |
| AAPL Apple Inc. | 4.42% | 1,053,336 | $206.4M | Reduce -0.3% |
| VOO Vanguard S&P 500 ETF | 3.85% | 364,850 | $179.7M | Add +0.2% |
| AMZN Amazon.com Inc. | 3.57% | 900,670 | $166.8M | Add +0.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 3.50% | 304,624 | $163.8M | Add +1.4% |
| GOOGL Alphabet Inc. Class A | 2.81% | 819,692 | $131.5M | Add +1.2% |
| JPM JPMorgan Chase & Co. | 2.72% | 630,836 | $127.0M | Reduce -0.7% |
| V Visa Inc. Class A | 2.47% | 427,235 | $115.4M | Add +0.8% |
| UNH Unitedhealth Group Inc. | 2.46% | 229,346 | $114.9M | Add +0.4% |
| HCA HCA Healthcare Inc. | 1.84% | 261,709 | $85.9M | Add +1.9% |
| XOM Exxon Mobil Corp. | 1.64% | 662,379 | $76.5M | Add +17.3% |
| IWF iShares Russell 1000 Growth | 1.36% | 177,698 | $63.6M | Reduce -0.2% |
| PNFP Pinnacle Financial Partners | 1.35% | 786,810 | $63.0M | Add +0.1% |
| UNP Union Pacific Corp. | 1.22% | 241,483 | $56.9M | Add +0.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.20% | 150,149 | $56.2M | Add +3.9% |
| NVDA Nvidia Corp. | 1.18% | 425,417 | $55.3M | Reduce -4.5% |
| VEA Vanguard Ftse Developed ETF | 1.16% | 1,092,163 | $54.3M | Reduce -1.7% |
| GOOG Alphabet Inc. Class C | 1.16% | 304,740 | $54.1M | Reduce -2.1% |
| CRM Salesforce Inc. | 0.92% | 154,843 | $42.8M | Add +1.6% |
| AXP American Express Co. | 0.81% | 164,558 | $38.1M | Add +0.9% |
| HD Home Depot Inc. | 0.81% | 108,249 | $37.9M | Reduce -4.5% |
| CVS CVS Health Corp. | 0.81% | 492,503 | $37.8M | Add +0.5% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.79% | 60 | $36.7M | Reduce -11.8% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.74% | 329,202 | $34.5M | Add +3.6% |
| MRK Merck & Co. Inc. | 0.73% | 273,427 | $34.3M | Add +0.6% |
| SHY iShares 1-3 Year Treasury Bo | 0.72% | 412,785 | $33.7M | Add +15.0% |
| LLY Eli Lilly & Co. | 0.69% | 35,686 | $32.3M | Reduce -13.3% |
| CVX Chevron Corp. | 0.68% | 204,274 | $32.0M | Add +0.8% |
| TMO Thermo Fisher Scientific Inc. | 0.68% | 56,888 | $31.8M | Reduce -0.1% |
| IVV iShares Core S&P 500 ETF | 0.66% | 56,926 | $30.7M | Add +5.0% |
| PG The Procter & Gamble Co. | 0.64% | 181,203 | $29.8M | Add +1.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.64% | 111,566 | $29.8M | Reduce -3.9% |
| QCOM Qualcomm Inc. | 0.63% | 172,542 | $29.6M | Reduce -0.4% |
| ABBV Abbvie Inc. | 0.63% | 171,213 | $29.4M | Reduce -0.6% |
| COST Costco Wholesale Corp. | 0.63% | 34,693 | $29.3M | Add +2.3% |
| LMT Lockheed Martin Corp. | 0.62% | 62,202 | $29.0M | Reduce -0.1% |
| EMR Emerson Electric Co. | 0.62% | 255,646 | $28.8M | Add +0.2% |
| VLO Valero Energy Corp. | 0.60% | 179,826 | $28.3M | Reduce -1.8% |
| IWD iShares Russell 1000 Value E | 0.60% | 160,304 | $28.0M | Reduce -1.0% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.57% | 529,803 | $26.8M | Add +0.4% |
| ETN Eaton Corp. PLC | 0.57% | 84,495 | $26.5M | Reduce -23.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.56% | 63,428 | $26.1M | Add +4.0% |
| VWO Vanguard Ftse Emerging Marke | 0.53% | 580,560 | $24.9M | Reduce -1.0% |
| EFA iShares MSCI Eafe ETF | 0.53% | 315,687 | $24.8M | Add +2.1% |
| USB US Bancorp | 0.52% | 552,423 | $24.5M | Reduce -0.2% |
| NOW ServiceNow Inc. | 0.52% | 31,468 | $24.5M | Add +2.7% |
| JNJ Johnson & Johnson | 0.52% | 166,012 | $24.4M | Reduce -0.6% |
| CPRT Copart Inc. | 0.52% | 435,953 | $24.1M | Add +0.1% |
| EOG EOG Resources Inc. | 0.52% | 190,390 | $24.1M | Add +2.0% |
| ADP Automatic Data Processing | 0.51% | 100,830 | $24.1M | Reduce -2.0% |
| HON Honeywell International Inc. | 0.51% | 114,792 | $23.8M | Add +1.2% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.49% | 294,379 | $22.8M | Reduce -1.5% |
| MDT Medtronic PLC | 0.47% | 256,344 | $22.1M | Reduce -6.3% |
| PEP Pepsico Inc. | 0.46% | 130,784 | $21.6M | Add +0.9% |
| GLD SPDR Gold Shares | 0.46% | 99,247 | $21.3M | Reduce -5.9% |
| VSDA Victoryshares Dividend Accel | 0.45% | 435,628 | $21.0M | Add +12.9% |
| CMCSA Comcast Corp. Class A | 0.45% | 531,332 | $20.9M | Reduce -1.7% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.44% | 543,822 | $20.7M | Add +0.8% |
| SPGI S&P Global Inc. | 0.44% | 45,899 | $20.5M | Reduce -10.8% |
| IWM iShares Russell 2000 ETF | 0.42% | 94,140 | $19.4M | Reduce -0.2% |
| CME Cme Group Inc. | 0.41% | 98,234 | $19.3M | Add +2.5% |
| IJH iShares Core S&P Midcap ETF | 0.41% | 326,893 | $19.2M | Reduce -2.6% |
| BLK BlackRock Finance Inc. | 0.41% | 24,244 | $19.1M | Add +2.3% |
| GD General Dynamics Corp. | 0.41% | 66,713 | $18.9M | Add +0.3% |
| MDY State Street SPDR S&P Midcap | 0.40% | 35,154 | $18.8M | Reduce -1.0% |
| IJR iShares Core S&P Small-Cap E | 0.40% | 176,216 | $18.8M | Reduce -2.3% |
| META Meta Platforms Inc. Class A | 0.40% | 38,265 | $18.7M | Add +0.1% |
| SHW The Sherwin-Williams Co. | 0.40% | 61,898 | $18.6M | Add +3.3% |
| AMGN Amgen Inc. | 0.38% | 57,422 | $17.9M | Reduce -0.2% |
| TDG Transdigm Group Inc. | 0.37% | 13,430 | $17.1M | Add +0.1% |
| KO The Coca-Cola Co. | 0.37% | 268,209 | $17.1M | Add +0.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.36% | 97,081 | $16.8M | Add +17.1% |
| OMC Omnicom Group | 0.35% | 183,129 | $16.4M | Add +2.6% |
| VYM Vanguard High DVD Yield ETF | 0.35% | 136,471 | $16.2M | Reduce -19.4% |
| IEF iShares 7-10 Year Treasury B | 0.35% | 172,375 | $16.1M | Reduce -20.9% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.34% | 66,194 | $16.0M | Reduce -3.6% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.34% | 39,898 | $15.7M | Reduce -0.0% |
| COF Capital One Financial Corp. | 0.33% | 103,990 | $15.5M | Reduce -1.0% |
| DHR Danaher Corp. | 0.32% | 60,424 | $15.1M | Add +1.8% |
| MCHP Microchip Technology Inc. | 0.32% | 163,099 | $14.9M | Add +5.0% |
| AZO AutoZone Inc. | 0.32% | 4,793 | $14.9M | Add +0.3% |
| BMO Bank of Montreal filed as BANK MONTREAL QUE | 0.32% | 177,114 | $14.9M | Add +0.6% |
| DE Deere & Co. | 0.31% | 36,679 | $14.5M | Add +0.2% |
| VZ Verizon Communications Inc. | 0.31% | 348,716 | $14.4M | Add +10.4% |
| TLH iShares 10-20 Year Treasury | 0.31% | 138,860 | $14.3M | Reduce -23.2% |
| AMT American Tower Corp. | 0.30% | 72,949 | $14.2M | Reduce -0.7% |
| IJT iShares S&P Small-Cap 600 GR | 0.30% | 108,600 | $14.0M | Reduce -1.6% |
| PM Philip Morris International | 0.30% | 138,832 | $13.9M | Add +0.9% |
| ITOT iShares Core S&P Total U.S. | 0.28% | 111,635 | $13.3M | Add +0.3% |
| SNA Snap-on Inc. | 0.28% | 50,339 | $13.2M | Add +0.9% |
| MU Micron Technology Inc. | 0.28% | 99,865 | $13.1M | Add +0.2% |
| DOW Dow Inc. | 0.28% | 245,200 | $13.0M | Add +0.0% |
| UPS United Parcel Service Class B | 0.27% | 92,516 | $12.7M | Add +3.9% |
| PANW Palo Alto Networks Inc. | 0.27% | 37,270 | $12.6M | Add +9.7% |
| PWR Quanta Services Inc. | 0.26% | 47,800 | $12.2M | Add +3.7% |
| TMUS T-Mobile US Inc. | 0.26% | 68,758 | $12.1M | Add +4.4% |
| SO The Southern Co. | 0.25% | 152,998 | $11.8M | Add +2.9% |
| IWP iShares Russell Mid-Cap Grow | 0.25% | 106,946 | $11.8M | Add +3.4% |
| MDLZ Mondelez International Inc. Class A | 0.25% | 177,201 | $11.6M | Add +2.0% |
| LIN Linde PLC | 0.24% | 25,709 | $11.3M | Add +0.2% |
Other holdings (2): bonds, preferreds, convertibles and warrants · $126K (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 | $216 | No change |
Total filed on the 13F, all lines: $4.7B.
Portfolio Sells Q1 2024 → Q2 2024
| PXD Pioneer Natural Resources Co. | Reduce -83.0% | 0.04% | −0.21 |
| ETN Eaton Corp. PLC | Reduce -23.4% | 0.57% | −0.18 |
| BRK.A Berkshire Hathaway Inc. Class A | Reduce -11.8% | 0.79% | −0.15 |
| SCHW Schwab (charles) Corp. | Reduce -98.1% | 0.00% | −0.14 |
| IEI iShares 3-7 Year Treasury Bo | Reduce -43.8% | 0.17% | −0.14 |
| HD Home Depot Inc. | Reduce -4.5% | 0.81% | −0.13 |
| TLH iShares 10-20 Year Treasury | Reduce -23.2% | 0.31% | −0.11 |
| IEF iShares 7-10 Year Treasury B | Reduce -20.9% | 0.35% | −0.10 |
| VYM Vanguard High DVD Yield ETF | Reduce -19.4% | 0.35% | −0.10 |
| VLO Valero Energy Corp. | Reduce -1.8% | 0.60% | −0.07 |
| INTC Intel Corp. | Reduce -46.6% | 0.05% | −0.07 |
| NKE Nike Inc. Class B | Reduce -4.8% | 0.20% | −0.06 |
| WY Weyerhaeuser Co. | Reduce -0.0% | 0.24% | −0.06 |
| CMCSA Comcast Corp. Class A | Reduce -1.7% | 0.45% | −0.06 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Reduce -29.2% | 0.12% | −0.06 |
| JNJ Johnson & Johnson | Reduce -0.6% | 0.52% | −0.05 |
| ABBV Abbvie Inc. | Reduce -0.6% | 0.63% | −0.05 |
| VEA Vanguard Ftse Developed ETF | Reduce -1.7% | 1.16% | −0.04 |
| MDT Medtronic PLC | Reduce -6.3% | 0.47% | −0.04 |
| ADP Automatic Data Processing | Reduce -2.0% | 0.51% | −0.04 |
| JPM JPMorgan Chase & Co. | Reduce -0.7% | 2.72% | −0.04 |
| TMO Thermo Fisher Scientific Inc. | Reduce -0.1% | 0.68% | −0.04 |
| SPGI S&P Global Inc. | Reduce -10.8% | 0.44% | −0.04 |
| IJH iShares Core S&P Midcap ETF | Reduce -2.6% | 0.41% | −0.03 |
| IJR iShares Core S&P Small-Cap E | Reduce -2.3% | 0.40% | −0.03 |
| IWD iShares Russell 1000 Value E | Reduce -1.0% | 0.60% | −0.03 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -3.6% | 0.34% | −0.03 |
| BN Brookfield Corp. | Reduce -29.8% | 0.06% | −0.03 |
| VNQ Vanguard Real Estate ETF | Reduce -14.7% | 0.12% | −0.03 |
| CSCO Cisco Systems Inc. | Reduce -13.0% | 0.12% | −0.03 |
| MCD McDonald's Corp. | Reduce -2.1% | 0.19% | −0.03 |
| MDY State Street SPDR S&P Midcap | Reduce -1.0% | 0.40% | −0.02 |
| CHRW C.H. Robinson Worldwide Inc. | Reduce -50.0% | 0.02% | −0.02 |
| LH Labcorp Holdings Inc. | Reduce -3.3% | 0.18% | −0.02 |
| IJS iShares S&P Small-Cap 600 Va | Reduce -6.3% | 0.15% | −0.02 |
| ICSH iShares Ultra Short Duration | Reduce -6.9% | 0.21% | −0.02 |
| IVE iShares S&P 500 Value ETF | Reduce -5.4% | 0.19% | −0.02 |
| TLT iShares 20+ Year Treasury BD | Reduce -2.5% | 0.23% | −0.02 |
| FBIN Fortune Brands Innovations I | Sold out | 0.00% | −0.02 |
| SPSB SS SPDR P St C Corp. ETF | Reduce -5.7% | 0.20% | −0.02 |
| PFE Pfizer Inc. | Reduce -17.0% | 0.07% | −0.01 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -3.9% | 0.64% | −0.01 |
| XYL Xylem Inc. | Reduce -95.8% | 0.00% | −0.01 |
| GLD SPDR Gold Shares | Reduce -5.9% | 0.46% | −0.01 |
| IWM iShares Russell 2000 ETF | Reduce -0.2% | 0.42% | −0.01 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -1.5% | 0.49% | −0.01 |
| IJT iShares S&P Small-Cap 600 GR | Reduce -1.6% | 0.30% | −0.01 |
| VIOO Vanguard S&P Small-Cap 600 E | Reduce -2.0% | 0.19% | −0.01 |
| ABT Abbott Laboratories | Reduce -0.9% | 0.11% | −0.01 |
| USB US Bancorp | Reduce -0.2% | 0.52% | −0.01 |
Portfolio Buys Q1 2024 → Q2 2024
| XOM Exxon Mobil Corp. | Add +17.3% | 1.64% | +0.22 |
| TBLL Invesco Short Term Treasury | New | 0.18% | +0.18 |
| NVO Novo-Nordisk A/S-Spons ADR | Add +1173.3% | 0.19% | +0.18 |
| GOOGL Alphabet Inc. Class A | Add +1.2% | 2.81% | +0.17 |
| ZTS Zoetis Inc. | Add +1079.0% | 0.16% | +0.15 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +3.9% | 1.20% | +0.12 |
| FAST Fastenal Co. | Add +1850.6% | 0.11% | +0.10 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +1.4% | 3.50% | +0.10 |
| COST Costco Wholesale Corp. | Add +2.3% | 0.63% | +0.09 |
| SHY iShares 1-3 Year Treasury Bo | Add +15.0% | 0.72% | +0.09 |
| COWZ Pacer US Cash Cows 100 ETF | New | 0.07% | +0.07 |
| VIG Vanguard Dividend Apprec ETF | Add +133.5% | 0.11% | +0.06 |
| PANW Palo Alto Networks Inc. | Add +9.7% | 0.27% | +0.06 |
| AMZN Amazon.com Inc. | Add +0.2% | 3.57% | +0.06 |
| VOO Vanguard S&P 500 ETF | Add +0.2% | 3.85% | +0.06 |
| MPWR Monolithic Power Systems Inc. | Add +4.3% | 0.21% | +0.04 |
| TJX TJX Companies Inc. | Add +3.6% | 0.74% | +0.04 |
| IVV iShares Core S&P 500 ETF | Add +5.0% | 0.66% | +0.04 |
| DUK Duke Energy Corp. | Add +36.9% | 0.14% | +0.04 |
| QQQ Invesco QQQ Trust Series 1 | Add +15.6% | 0.20% | +0.04 |
| XLK SS Technology Select Sector | Add +22.7% | 0.15% | +0.03 |
| JEPI JPMorgan Equity Premium Inco | Add +43.1% | 0.12% | +0.03 |
| VSDA Victoryshares Dividend Accel | Add +12.9% | 0.45% | +0.03 |
| MU Micron Technology Inc. | Add +0.2% | 0.28% | +0.03 |
| TMUS T-Mobile US Inc. | Add +4.4% | 0.26% | +0.03 |
| ISRG Intuitive Surgical Inc. | Add +4.0% | 0.20% | +0.03 |
| PM Philip Morris International | Add +0.9% | 0.30% | +0.03 |
| BMY Bristol-Myers Squibb Co. | Add +88.5% | 0.08% | +0.02 |
| MRVL Marvell Technology Inc. | Add +17.3% | 0.19% | +0.02 |
| LVHI Franklin International Low V | Add +18.1% | 0.17% | +0.02 |
| SO The Southern Co. | Add +2.9% | 0.25% | +0.02 |
| MO Altria Group Inc. | Add +9.0% | 0.20% | +0.02 |
| VZ Verizon Communications Inc. | Add +10.4% | 0.31% | +0.02 |
| CMG Chipotle Mexican Grill Inc. | Add +3.2% | 0.23% | +0.02 |
| SHEL Shell PLC-ADR | Add +3.6% | 0.22% | +0.02 |
| HYGV NT HY Val-SCRD BD ETF | Add +85.6% | 0.04% | +0.02 |
| MCHP Microchip Technology Inc. | Add +5.0% | 0.32% | +0.02 |
| NOW ServiceNow Inc. | Add +2.7% | 0.52% | +0.02 |
| IBM Intl Business Machines Corp. | Add +17.1% | 0.36% | +0.02 |
| CALF PCR US SM CP CSH CWS ETF-Usd | New | 0.02% | +0.02 |
| BKNG Booking Holdings Inc. | Add +0.2% | 0.24% | +0.02 |
| AGG iShares Core U.S. Aggregate | Add +10.5% | 0.20% | +0.02 |
| APO Apollo Global Management Inc. | Add +3.4% | 0.21% | +0.01 |
| GOVT iShares US Treasury Bond ETF | New | 0.01% | +0.01 |
| GNRC Generac Holdings Inc. | Add +6.8% | 0.13% | +0.01 |
| AXP American Express Co. | Add +0.9% | 0.81% | +0.01 |
| CTAS Cintas Corp. | Add +5.1% | 0.20% | +0.01 |
| TT Trane Technologies PLC | Add +48.8% | 0.03% | +0.01 |
| KO The Coca-Cola Co. | Add +0.4% | 0.37% | +0.01 |
| INTU Intuit Inc. | Add +5.2% | 0.23% | +0.01 |
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 |