Pinnacle Financial Partners Inc
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 5, 2024), Pinnacle Financial Partners Inc reported 517 stock positions worth $5.0 billion. Its top holding was Microsoft (MSFT) at 4.9% of the portfolio, followed by Apple (AAPL, 4.4%) and Vanguard S&P 500 ETF (VOO, 3.8%). Compared with Q2 2024, it opened 32 new positions, sold out of 48, added to 198 and reduced 176. The biggest buy was Unitedhealth (UNH, shares +6%) and the biggest sale Microsoft (MSFT, shares −1%).
- Most Recent 13F
- Q3 2025
- Location
- Nashville, TN
- CIK
- 0001115055
- Portfolio Value
- $5.0B (Q3 2024)
- SEC Filing
- 0001115055-24-000172 ↗ filed Nov 5, 2024
Holdings Value
Holdings 517 stocks · $5.0B
| MSFT Microsoft Corp. | 4.88% | 564,376 | $242.9M | Reduce -0.5% |
| AAPL Apple Inc. | 4.43% | 945,378 | $220.3M | Reduce -10.3% |
| VOO Vanguard S&P 500 ETF | 3.82% | 360,184 | $190.1M | Reduce -1.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 3.65% | 316,590 | $181.6M | Add +3.9% |
| AMZN Amazon.com Inc. | 3.34% | 891,176 | $166.1M | Reduce -1.1% |
| UNH Unitedhealth Group Inc. | 2.86% | 243,140 | $142.2M | Add +6.0% |
| GOOGL Alphabet Inc. Class A | 2.70% | 811,354 | $134.6M | Reduce -1.0% |
| JPM JPMorgan Chase & Co. | 2.66% | 626,920 | $132.2M | Reduce -0.6% |
| V Visa Inc. Class A | 2.37% | 428,607 | $117.8M | Add +0.3% |
| HCA HCA Healthcare Inc. | 2.09% | 255,844 | $104.0M | Reduce -2.2% |
| XOM Exxon Mobil Corp. | 1.74% | 736,798 | $86.4M | Add +11.2% |
| PNFP Pinnacle Financial Partners | 1.56% | 793,255 | $77.7M | Add +0.8% |
| IWF iShares Russell 1000 Growth | 1.35% | 178,856 | $67.1M | Add +0.7% |
| UNP Union Pacific Corp. | 1.23% | 247,694 | $61.1M | Add +2.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.17% | 152,206 | $58.4M | Add +1.4% |
| NVDA Nvidia Corp. | 1.10% | 450,064 | $54.7M | Add +5.8% |
| VEA Vanguard Ftse Developed ETF | 1.09% | 1,031,418 | $54.5M | Reduce -5.6% |
| GOOG Alphabet Inc. Class C | 1.03% | 306,458 | $51.2M | Add +0.6% |
| AXP American Express Co. | 0.90% | 165,664 | $44.9M | Add +0.7% |
| HD Home Depot Inc. | 0.87% | 106,541 | $43.2M | Reduce -1.6% |
| CRM Salesforce Inc. | 0.85% | 155,408 | $42.5M | Add +0.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.77% | 324,024 | $38.1M | Reduce -1.6% |
| LMT Lockheed Martin Corp. | 0.73% | 62,183 | $36.3M | Reduce -0.0% |
| IVV iShares Core S&P 500 ETF | 0.73% | 62,958 | $36.3M | Add +10.6% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.72% | 52 | $35.9M | Reduce -13.3% |
| TMO Thermo Fisher Scientific Inc. | 0.71% | 56,939 | $35.2M | Add +0.1% |
| ABBV Abbvie Inc. | 0.70% | 175,654 | $34.7M | Add +2.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.68% | 73,276 | $33.7M | Add +15.5% |
| COST Costco Wholesale Corp. | 0.65% | 36,494 | $32.4M | Add +5.2% |
| EMR Emerson Electric Co. | 0.64% | 292,950 | $32.0M | Add +14.6% |
| LLY Eli Lilly & Co. | 0.64% | 35,961 | $31.9M | Add +0.8% |
| MRK Merck & Co. Inc. | 0.64% | 280,224 | $31.8M | Add +2.5% |
| VTI VG Morningstar TS MKT ETF-US | 0.63% | 110,106 | $31.2M | Reduce -1.3% |
| PG The Procter & Gamble Co. | 0.61% | 175,065 | $30.3M | Reduce -3.4% |
| CVX Chevron Corp. | 0.61% | 205,331 | $30.2M | Add +0.5% |
| QCOM Qualcomm Inc. | 0.60% | 176,484 | $30.0M | Add +2.3% |
| IWD iShares Russell 1000 Value E | 0.60% | 157,622 | $29.9M | Reduce -1.7% |
| HON Honeywell International Inc. | 0.58% | 140,104 | $29.0M | Add +22.1% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.56% | 547,897 | $28.0M | Add +3.4% |
| ADP Automatic Data Processing | 0.56% | 100,697 | $27.9M | Reduce -0.1% |
| NOW ServiceNow Inc. | 0.56% | 31,129 | $27.8M | Reduce -1.1% |
| ETN Eaton Corp. PLC | 0.56% | 83,687 | $27.7M | Reduce -1.0% |
| JNJ Johnson & Johnson | 0.55% | 167,832 | $27.2M | Add +1.1% |
| EFA iShares MSCI Eafe ETF | 0.54% | 319,548 | $26.7M | Add +1.2% |
| VWO Vanguard Ftse Emerging Marke | 0.53% | 547,967 | $26.2M | Reduce -5.6% |
| SPGI S&P Global Inc. | 0.50% | 47,705 | $24.6M | Add +3.9% |
| VLO Valero Energy Corp. | 0.49% | 182,096 | $24.6M | Add +1.3% |
| VSDA Victoryshares Dividend Accel | 0.48% | 454,273 | $24.1M | Add +4.3% |
| EOG EOG Resources Inc. | 0.48% | 196,111 | $24.1M | Add +3.0% |
| GLD SPDR Gold Shares | 0.48% | 98,901 | $24.0M | Reduce -0.3% |
| CVS CVS Health Corp. | 0.48% | 379,462 | $23.9M | Reduce -22.9% |
| TLT iShares 20+ Year Treasury BD | 0.48% | 242,927 | $23.8M | Add +109.0% |
| BLK BlackRock Finance Inc. | 0.46% | 24,297 | $23.1M | Add +0.2% |
| SHW The Sherwin-Williams Co. | 0.46% | 60,299 | $23.0M | Reduce -2.6% |
| PEP Pepsico Inc. | 0.46% | 135,331 | $23.0M | Add +3.5% |
| CPRT Copart Inc. | 0.45% | 431,179 | $22.6M | Reduce -1.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.45% | 101,518 | $22.4M | Add +4.6% |
| USB US Bancorp | 0.45% | 485,752 | $22.2M | Reduce -12.1% |
| CME Cme Group Inc. | 0.44% | 100,159 | $22.1M | Add +2.0% |
| CMCSA Comcast Corp. Class A | 0.44% | 528,221 | $22.1M | Reduce -0.6% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.44% | 276,585 | $22.0M | Reduce -6.0% |
| IWM iShares Russell 2000 ETF | 0.42% | 95,775 | $21.2M | Add +1.7% |
| META Meta Platforms Inc. Class A | 0.42% | 36,879 | $21.1M | Reduce -3.6% |
| IJH iShares Core S&P Midcap ETF | 0.42% | 335,392 | $20.9M | Add +2.6% |
| IJR iShares Core S&P Small-Cap E | 0.41% | 176,433 | $20.6M | Add +0.1% |
| AGG iShares Core U.S. Aggregate | 0.39% | 192,476 | $19.5M | Add +102.8% |
| KO The Coca-Cola Co. | 0.39% | 269,438 | $19.4M | Add +0.5% |
| OMC Omnicom Group | 0.38% | 184,751 | $19.1M | Add +0.9% |
| TDG Transdigm Group Inc. | 0.38% | 13,354 | $19.1M | Reduce -0.6% |
| MDY State Street SPDR S&P Midcap | 0.38% | 33,324 | $19.0M | Reduce -5.2% |
| BMY Bristol-Myers Squibb Co. | 0.38% | 363,443 | $18.8M | Add +299.4% |
| GD General Dynamics Corp. | 0.38% | 61,920 | $18.7M | Reduce -7.2% |
| AMGN Amgen Inc. | 0.38% | 57,954 | $18.7M | Add +0.9% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.35% | 66,169 | $17.5M | Reduce -0.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.35% | 439,734 | $17.4M | Reduce -19.1% |
| PM Philip Morris International | 0.35% | 141,620 | $17.2M | Add +2.0% |
| DHR Danaher Corp. | 0.34% | 61,130 | $17.0M | Add +1.2% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.34% | 39,629 | $16.8M | Reduce -0.7% |
| AMT American Tower Corp. | 0.34% | 71,775 | $16.7M | Reduce -1.6% |
| AZO AutoZone Inc. | 0.33% | 5,250 | $16.5M | Add +9.5% |
| IEF iShares 7-10 Year Treasury B | 0.32% | 164,093 | $16.1M | Reduce -4.8% |
| BMO Bank of Montreal filed as BANK MONTREAL QUE | 0.32% | 177,888 | $16.0M | Add +0.4% |
| SHY iShares 1-3 Year Treasury Bo | 0.31% | 188,505 | $15.7M | Reduce -54.3% |
| DE Deere & Co. | 0.31% | 37,270 | $15.6M | Add +1.6% |
| VZ Verizon Communications Inc. | 0.31% | 343,494 | $15.4M | Reduce -1.5% |
| IJT iShares S&P Small-Cap 600 GR | 0.31% | 108,953 | $15.2M | Add +0.3% |
| VYM Vanguard High DVD Yield ETF | 0.30% | 117,206 | $15.0M | Reduce -14.1% |
| PWR Quanta Services Inc. | 0.30% | 49,637 | $14.8M | Add +3.8% |
| NKE Nike Inc. Class B | 0.30% | 166,633 | $14.7M | Add +35.2% |
| TMUS T-Mobile US Inc. | 0.29% | 70,259 | $14.5M | Add +2.2% |
| SNA Snap-on Inc. | 0.29% | 49,733 | $14.4M | Reduce -1.2% |
| TLH iShares 10-20 Year Treasury | 0.29% | 130,462 | $14.3M | Reduce -6.0% |
| MDT Medtronic PLC | 0.29% | 157,762 | $14.2M | Reduce -38.5% |
| MU Micron Technology Inc. | 0.28% | 136,460 | $14.2M | Add +36.6% |
| SO The Southern Co. | 0.28% | 155,865 | $14.1M | Add +1.9% |
| DOW Dow Inc. | 0.27% | 248,275 | $13.6M | Add +1.3% |
| MCHP Microchip Technology Inc. | 0.27% | 166,054 | $13.3M | Add +1.8% |
| DUK Duke Energy Corp. | 0.27% | 115,367 | $13.3M | Add +79.8% |
| WY Weyerhaeuser Co. | 0.26% | 389,311 | $13.2M | Add +0.3% |
| PANW Palo Alto Networks Inc. | 0.26% | 38,539 | $13.2M | Add +3.4% |
Other holdings (2): bonds, preferreds, convertibles and warrants · $108K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | 84 | $108K | Reduce -18.4% |
| MVSTW Microvast Hold Inc.-CW26 | *W EXP 07/23/202 | 10,000 | $281 | No change |
Total filed on the 13F, all lines: $5.0B.
Portfolio Sells Q2 2024 → Q3 2024
| MSFT Microsoft Corp. | Reduce -0.5% | 4.88% | −0.42 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -54.3% | 0.31% | −0.41 |
| CVS CVS Health Corp. | Reduce -22.9% | 0.48% | −0.33 |
| COF Capital One Financial Corp. | Reduce -86.8% | 0.04% | −0.29 |
| AMZN Amazon.com Inc. | Reduce -1.1% | 3.34% | −0.23 |
| OXY Occidental Petroleum Corp. | Sold out | 0.00% | −0.20 |
| MDT Medtronic PLC | Reduce -38.5% | 0.29% | −0.19 |
| DIS The Walt Disney Co. | Reduce -73.5% | 0.06% | −0.18 |
| DG Dollar General Corp. | Reduce -23.2% | 0.08% | −0.13 |
| GOOGL Alphabet Inc. Class A | Reduce -1.0% | 2.70% | −0.11 |
| EL Estee Lauder Companies Class A | Sold out | 0.00% | −0.10 |
| BAC Bank of America Corp. | Reduce -19.1% | 0.35% | −0.09 |
| ITOT iShares Core S&P Total U.S. | Reduce -31.5% | 0.19% | −0.09 |
| GM General Motors Co. | Reduce -90.4% | 0.01% | −0.09 |
| USB US Bancorp | Reduce -12.1% | 0.45% | −0.08 |
| VEA Vanguard Ftse Developed ETF | Reduce -5.6% | 1.09% | −0.07 |
| IXUS iShares Core Intl Stock ETF | Reduce -37.7% | 0.11% | −0.06 |
| BRK.A Berkshire Hathaway Inc. Class A | Reduce -13.3% | 0.72% | −0.06 |
| LULU Lululemon Athletica Inc. | Reduce -82.0% | 0.01% | −0.06 |
| CPRT Copart Inc. | Reduce -1.1% | 0.45% | −0.06 |
| JPM JPMorgan Chase & Co. | Reduce -0.6% | 2.66% | −0.06 |
| DXCM Dexcom Inc. | Reduce -2.7% | 0.07% | −0.06 |
| IEI iShares 3-7 Year Treasury Bo | Reduce -27.3% | 0.12% | −0.05 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -6.0% | 0.44% | −0.05 |
| VYM Vanguard High DVD Yield ETF | Reduce -14.1% | 0.30% | −0.04 |
| PXD Pioneer Natural Resources Co. | Sold out | 0.00% | −0.04 |
| PNC PNC Financial Services Group | Reduce -75.1% | 0.01% | −0.04 |
| INTC Intel Corp. | Reduce -56.1% | 0.01% | −0.03 |
| ICSH iShares Ultra Short Duration | Reduce -11.7% | 0.17% | −0.03 |
| SBUX Starbucks Corp. | Reduce -60.9% | 0.02% | −0.03 |
| GD General Dynamics Corp. | Reduce -7.2% | 0.38% | −0.03 |
| PG The Procter & Gamble Co. | Reduce -3.4% | 0.61% | −0.03 |
| PYPL PayPal Holdings Inc. | Reduce -82.1% | 0.01% | −0.03 |
| VOO Vanguard S&P 500 ETF | Reduce -1.3% | 3.82% | −0.03 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Reduce -14.2% | 0.14% | −0.03 |
| VNLA Janus Henderson Short Durati | Reduce -56.5% | 0.02% | −0.02 |
| SLB SLB Ltd. | Reduce -3.7% | 0.06% | −0.02 |
| CHRW C.H. Robinson Worldwide Inc. | Sold out | 0.00% | −0.02 |
| BN Brookfield Corp. | Reduce -47.3% | 0.04% | −0.02 |
| IEF iShares 7-10 Year Treasury B | Reduce -4.8% | 0.32% | −0.02 |
| MDY State Street SPDR S&P Midcap | Reduce -5.2% | 0.38% | −0.02 |
| WFC Wells Fargo & Co. | Reduce -19.4% | 0.06% | −0.02 |
| KMX Carmax Inc. | Reduce -81.6% | 0.00% | −0.02 |
| TSLA Tesla Inc. | Reduce -58.0% | 0.02% | −0.02 |
| UPS United Parcel Service Class B | Reduce -0.7% | 0.25% | −0.02 |
| QYLD Global X Nasd 100 Cov Call | Reduce -18.5% | 0.07% | −0.02 |
| TLH iShares 10-20 Year Treasury | Reduce -6.0% | 0.29% | −0.02 |
| SPSB SS SPDR P St C Corp. ETF | Reduce -4.5% | 0.18% | −0.02 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -2.5% | 0.22% | −0.01 |
| XLE SS Energy Select Sector | Reduce -10.1% | 0.05% | −0.01 |
Portfolio Buys Q2 2024 → Q3 2024
| UNH Unitedhealth Group Inc. | Add +6.0% | 2.86% | +0.40 |
| BMY Bristol-Myers Squibb Co. | Add +299.4% | 0.38% | +0.30 |
| TLT iShares 20+ Year Treasury BD | Add +109.0% | 0.48% | +0.25 |
| PNFP Pinnacle Financial Partners | Add +0.8% | 1.56% | +0.21 |
| AGG iShares Core U.S. Aggregate | Add +102.8% | 0.39% | +0.19 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +3.9% | 3.65% | +0.15 |
| APD Air Products & Chemicals Inc. | Add +149.8% | 0.23% | +0.14 |
| DUK Duke Energy Corp. | Add +79.8% | 0.27% | +0.13 |
| OTIS Otis Worldwide Corp. | Add +1314.8% | 0.14% | +0.13 |
| VRSN Verisign Inc. | New | 0.12% | +0.12 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +15.5% | 0.68% | +0.12 |
| XOM Exxon Mobil Corp. | Add +11.2% | 1.74% | +0.10 |
| NKE Nike Inc. Class B | Add +35.2% | 0.30% | +0.10 |
| IBM Intl Business Machines Corp. | Add +4.6% | 0.45% | +0.09 |
| AXP American Express Co. | Add +0.7% | 0.90% | +0.09 |
| IGLB iShares 10+ Year Inv GR Corp. | New | 0.08% | +0.08 |
| FAST Fastenal Co. | Add +59.0% | 0.19% | +0.08 |
| IVV iShares Core S&P 500 ETF | Add +10.6% | 0.73% | +0.07 |
| HON Honeywell International Inc. | Add +22.1% | 0.58% | +0.07 |
| VGIT Vanguard Intermediate-Term T | Add +355.7% | 0.09% | +0.07 |
| ABBV Abbvie Inc. | Add +2.6% | 0.70% | +0.07 |
| TBLL Invesco Short Term Treasury | Add +40.7% | 0.24% | +0.06 |
| SPGI S&P Global Inc. | Add +3.9% | 0.50% | +0.06 |
| VRTX Vertex Pharmaceuticals Inc. | Add +985.1% | 0.06% | +0.06 |
| BLK BlackRock Finance Inc. | Add +0.2% | 0.46% | +0.06 |
| JAAA Janus Henderson Aaa Clo ETF | New | 0.05% | +0.05 |
| TBIL F/M US Treasury 3 Month Bill | New | 0.05% | +0.05 |
| PM Philip Morris International | Add +2.0% | 0.35% | +0.05 |
| CM Can Imperial BK of Commerce | Add +0.1% | 0.26% | +0.04 |
| COWZ Pacer US Cash Cows 100 ETF | Add +56.8% | 0.11% | +0.04 |
| PWR Quanta Services Inc. | Add +3.8% | 0.30% | +0.04 |
| VIG Vanguard Dividend Apprec ETF | Add +29.4% | 0.15% | +0.04 |
| VSDA Victoryshares Dividend Accel | Add +4.3% | 0.48% | +0.03 |
| OMC Omnicom Group | Add +0.9% | 0.38% | +0.03 |
| TMUS T-Mobile US Inc. | Add +2.2% | 0.29% | +0.03 |
| PSEP Innovator U.S. Equity Power | New | 0.03% | +0.03 |
| VCIT Vanguard Int-Term Corporate | Add +33.7% | 0.13% | +0.03 |
| CME Cme Group Inc. | Add +2.0% | 0.44% | +0.03 |
| ORCL Oracle Corp. | Add +2.0% | 0.21% | +0.03 |
| SO The Southern Co. | Add +1.9% | 0.28% | +0.03 |
| FISV Fiserv Inc. | Add +0.6% | 0.24% | +0.03 |
| WMT Walmart Inc. | Add +1.8% | 0.23% | +0.03 |
| TMO Thermo Fisher Scientific Inc. | Add +0.1% | 0.71% | +0.03 |
| CTAS Cintas Corp. | Add +2.8% | 0.23% | +0.03 |
| EMR Emerson Electric Co. | Add +14.6% | 0.64% | +0.03 |
| WY Weyerhaeuser Co. | Add +0.3% | 0.26% | +0.03 |
| ICE Intercontinental Exchange Inc. | Add +0.4% | 0.26% | +0.03 |
| JNJ Johnson & Johnson | Add +1.1% | 0.55% | +0.02 |
| KO The Coca-Cola Co. | Add +0.5% | 0.39% | +0.02 |
| COST Costco Wholesale Corp. | Add +5.2% | 0.65% | +0.02 |
Notes & Other Activity Q2 2024 → Q3 2024
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | Reduce -18.4% | 84 | $108K |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
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 |