Pinnacle Financial Partners Inc
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 3, 2025), Pinnacle Financial Partners Inc reported 515 stock positions worth $4.9 billion. Its top holding was Microsoft (MSFT) at 4.9% of the portfolio, followed by Apple (AAPL, 4.6%) and SS SPDR S&P 500 ETF Trust-US (SPY, 4.0%). Compared with Q3 2024, it opened 13 new positions, sold out of 15, added to 212 and reduced 145. The biggest buy was SS SPDR S&P 500 ETF Trust-US (SPY, shares +6%) and the biggest sale an exit from BlackRock Finance (BLK).
- Most Recent 13F
- Q3 2025
- Location
- Nashville, TN
- CIK
- 0001115055
- Portfolio Value
- $4.9B (Q4 2024)
- SEC Filing
- 0001115055-25-000034 ↗ filed Feb 3, 2025
Holdings Value
Holdings 515 stocks · $4.9B
| MSFT Microsoft Corp. | 4.87% | 566,009 | $240.4M | Add +0.3% |
| AAPL Apple Inc. | 4.58% | 923,509 | $226.1M | Reduce -2.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 3.96% | 335,740 | $195.6M | Add +6.0% |
| VOO Vanguard S&P 500 ETF | 3.89% | 359,180 | $192.0M | Reduce -0.3% |
| AMZN Amazon.com Inc. | 3.57% | 885,144 | $176.1M | Reduce -0.7% |
| JPM JPMorgan Chase & Co. | 2.85% | 621,203 | $140.7M | Reduce -0.9% |
| GOOGL Alphabet Inc. Class A | 2.85% | 811,569 | $140.6M | Add +0.0% |
| UNH Unitedhealth Group Inc. | 2.63% | 234,632 | $130.0M | Reduce -3.5% |
| V Visa Inc. Class A | 2.60% | 430,976 | $128.3M | Add +0.6% |
| HCA HCA Healthcare Inc. | 1.87% | 255,839 | $92.2M | Reduce 0.0% |
| PNFP Pinnacle Financial Partners | 1.64% | 707,779 | $81.0M | Reduce -10.8% |
| XOM Exxon Mobil Corp. | 1.64% | 725,970 | $80.9M | Reduce -1.5% |
| IWF iShares Russell 1000 Growth | 1.43% | 178,387 | $70.6M | Reduce -0.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.36% | 163,920 | $67.3M | Add +7.7% |
| NVDA Nvidia Corp. | 1.22% | 453,287 | $60.4M | Add +0.7% |
| UNP Union Pacific Corp. | 1.19% | 247,459 | $58.7M | Reduce -0.1% |
| GOOG Alphabet Inc. Class C | 1.13% | 298,920 | $55.6M | Reduce -2.5% |
| VEA Vanguard Ftse Developed ETF | 1.05% | 1,040,309 | $52.0M | Add +0.9% |
| AXP American Express Co. | 0.99% | 165,275 | $48.9M | Reduce -0.2% |
| CRM Salesforce Inc. | 0.98% | 156,110 | $48.1M | Add +0.5% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.92% | 379,023 | $45.2M | Add +17.0% |
| HD Home Depot Inc. | 0.85% | 107,434 | $42.0M | Add +0.8% |
| IVV iShares Core S&P 500 ETF | 0.73% | 62,006 | $36.3M | Reduce -1.5% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.72% | 52 | $35.4M | No change |
| COST Costco Wholesale Corp. | 0.71% | 38,466 | $35.2M | Add +5.4% |
| IWD iShares Russell 1000 Value E | 0.67% | 178,372 | $33.0M | Add +13.2% |
| EMR Emerson Electric Co. | 0.66% | 293,041 | $32.8M | Add +0.0% |
| NOW ServiceNow Inc. | 0.63% | 31,184 | $31.2M | Add +0.2% |
| ABBV Abbvie Inc. | 0.63% | 173,978 | $31.1M | Reduce -0.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.62% | 67,401 | $30.7M | Reduce -8.0% |
| TMO Thermo Fisher Scientific Inc. | 0.62% | 56,890 | $30.7M | Reduce -0.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.61% | 104,442 | $30.3M | Reduce -5.1% |
| QCOM Qualcomm Inc. | 0.60% | 175,460 | $29.7M | Reduce -0.6% |
| HON Honeywell International Inc. | 0.60% | 140,368 | $29.7M | Add +0.2% |
| CVX Chevron Corp. | 0.60% | 203,361 | $29.5M | Reduce -1.0% |
| PG The Procter & Gamble Co. | 0.59% | 174,645 | $29.4M | Reduce -0.2% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.58% | 564,824 | $28.8M | Add +3.1% |
| ADP Automatic Data Processing | 0.56% | 94,624 | $27.7M | Reduce -6.0% |
| LLY Eli Lilly & Co. | 0.55% | 35,282 | $27.2M | Reduce -1.9% |
| LMT Lockheed Martin Corp. | 0.53% | 53,395 | $26.3M | Reduce -14.1% |
| ETN Eaton Corp. PLC | 0.53% | 79,102 | $26.3M | Reduce -5.5% |
| VWO Vanguard Ftse Emerging Marke | 0.53% | 571,231 | $26.1M | Add +4.3% |
| EFA iShares MSCI Eafe ETF | 0.51% | 330,589 | $25.1M | Add +3.5% |
| JNJ Johnson & Johnson | 0.49% | 166,300 | $24.3M | Reduce -0.9% |
| GLD SPDR Gold Shares | 0.49% | 99,920 | $24.2M | Add +1.0% |
| CPRT Copart Inc. | 0.49% | 430,979 | $24.1M | Reduce -0.1% |
| SPGI S&P Global Inc. | 0.49% | 48,251 | $24.0M | Add +1.1% |
| VSDA Victoryshares Dividend Accel | 0.48% | 464,910 | $23.6M | Add +2.3% |
| CME Cme Group Inc. | 0.48% | 101,081 | $23.5M | Add +0.9% |
| MRK Merck & Co. Inc. | 0.47% | 226,506 | $23.4M | Reduce -19.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.46% | 103,924 | $22.8M | Add +2.4% |
| META Meta Platforms Inc. Class A | 0.45% | 38,788 | $22.3M | Add +5.2% |
| USB US Bancorp | 0.45% | 485,708 | $22.3M | Reduce -0.0% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.45% | 280,553 | $22.2M | Add +1.4% |
| EOG EOG Resources Inc. | 0.43% | 174,507 | $21.4M | Reduce -11.0% |
| IWM iShares Russell 2000 ETF | 0.42% | 94,936 | $21.0M | Reduce -0.9% |
| SHW The Sherwin-Williams Co. | 0.42% | 61,598 | $21.0M | Add +2.1% |
| CVS CVS Health Corp. | 0.42% | 339,516 | $20.8M | Reduce -10.5% |
| IJR iShares Core S&P Small-Cap E | 0.42% | 178,695 | $20.6M | Add +1.3% |
| CMCSA Comcast Corp. Class A | 0.40% | 528,493 | $19.9M | Add +0.1% |
| AGG iShares Core U.S. Aggregate | 0.39% | 197,065 | $19.2M | Add +2.4% |
| MDY State Street SPDR S&P Midcap | 0.39% | 33,590 | $19.1M | Add +0.8% |
| BMY Bristol-Myers Squibb Co. | 0.39% | 361,318 | $19.1M | Reduce -0.6% |
| IJH iShares Core S&P Midcap ETF | 0.39% | 305,213 | $19.0M | Reduce -9.0% |
| VLO Valero Energy Corp. | 0.38% | 154,180 | $19.0M | Reduce -15.3% |
| GD General Dynamics Corp. | 0.37% | 62,313 | $18.5M | Add +0.6% |
| DHR Danaher Corp. | 0.36% | 76,215 | $17.9M | Add +24.7% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.36% | 67,876 | $17.9M | Add +2.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.36% | 441,079 | $17.7M | Add +0.3% |
| SHY iShares 1-3 Year Treasury Bo | 0.35% | 211,226 | $17.3M | Add +12.1% |
| PEP Pepsico Inc. | 0.35% | 112,754 | $17.3M | Reduce -16.7% |
| PM Philip Morris International | 0.35% | 142,621 | $17.2M | Add +0.7% |
| SNA Snap-on Inc. | 0.34% | 50,037 | $17.0M | Add +0.6% |
| KO The Coca-Cola Co. | 0.34% | 270,616 | $16.9M | Add +0.4% |
| TDG Transdigm Group Inc. | 0.34% | 13,238 | $16.8M | Reduce -0.9% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.34% | 39,629 | $16.8M | No change |
| AZO AutoZone Inc. | 0.34% | 5,247 | $16.6M | Reduce -0.1% |
| PWR Quanta Services Inc. | 0.33% | 51,939 | $16.4M | Add +4.6% |
| TMUS T-Mobile US Inc. | 0.32% | 72,206 | $15.9M | Add +2.8% |
| IJT iShares S&P Small-Cap 600 GR | 0.32% | 116,881 | $15.9M | Add +7.3% |
| DE Deere & Co. | 0.32% | 37,427 | $15.7M | Add +0.4% |
| VYM Vanguard High DVD Yield ETF | 0.32% | 122,547 | $15.6M | Add +4.6% |
| AMGN Amgen Inc. | 0.32% | 59,433 | $15.6M | Add +2.5% |
| OMC Omnicom Group | 0.31% | 177,064 | $15.2M | Reduce -4.2% |
| MRVL Marvell Technology Inc. | 0.31% | 137,170 | $15.2M | Add +2.8% |
| VZ Verizon Communications Inc. | 0.30% | 361,580 | $14.6M | Add +5.3% |
| PANW Palo Alto Networks Inc. | 0.30% | 80,235 | $14.6M | Add +4.1% |
| APO Apollo Global Management Inc. | 0.30% | 88,283 | $14.6M | Add +2.3% |
| IWP iShares Russell Mid-Cap Grow | 0.29% | 113,872 | $14.4M | Add +3.5% |
| NKE Nike Inc. Class B | 0.29% | 167,111 | $14.4M | Add +0.3% |
| IEF iShares 7-10 Year Treasury B | 0.29% | 154,496 | $14.3M | Reduce -5.8% |
| BKNG Booking Holdings Inc. | 0.28% | 2,818 | $13.9M | Add +1.0% |
| FISV Fiserv Inc. | 0.28% | 67,569 | $13.9M | Add +0.0% |
| MDT Medtronic PLC | 0.28% | 156,120 | $13.8M | Reduce -1.0% |
| BMO Bank of Montreal filed as BANK MONTREAL QUE | 0.28% | 140,691 | $13.7M | Reduce -20.9% |
| AMT American Tower Corp. | 0.27% | 71,828 | $13.4M | Add +0.1% |
| CM Can Imperial BK of Commerce filed as CANADIAN IMPERIAL BK COMM | 0.27% | 207,548 | $13.1M | Add +0.3% |
| DUK Duke Energy Corp. | 0.26% | 115,974 | $12.9M | Add +0.5% |
| TBLL Invesco Short Term Treasury | 0.26% | 122,542 | $12.9M | Add +8.5% |
| WMT Walmart Inc. | 0.26% | 142,126 | $12.8M | Reduce -0.5% |
Other holdings (2): bonds, preferreds, convertibles and warrants · $113K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | 84 | $108K | No change |
| MVSTW Microvast Hold Inc.-CW26 | *W EXP 07/23/202 | 10,000 | $5K | No change |
Total filed on the 13F, all lines: $4.9B.
Portfolio Sells Q3 2024 → Q4 2024
| BLK BlackRock Finance Inc. | Sold out | 0.00% | −0.46 |
| TLT iShares 20+ Year Treasury BD | Reduce -52.8% | 0.20% | −0.28 |
| MCHP Microchip Technology Inc. | Reduce -82.6% | 0.03% | −0.23 |
| DOW Dow Inc. | Reduce -75.4% | 0.05% | −0.22 |
| UNH Unitedhealth Group Inc. | Reduce -3.5% | 2.63% | −0.22 |
| HCA HCA Healthcare Inc. | Reduce 0.0% | 1.87% | −0.22 |
| LMT Lockheed Martin Corp. | Reduce -14.1% | 0.53% | −0.20 |
| MRK Merck & Co. Inc. | Reduce -19.2% | 0.47% | −0.17 |
| PEP Pepsico Inc. | Reduce -16.7% | 0.35% | −0.11 |
| VLO Valero Energy Corp. | Reduce -15.3% | 0.38% | −0.11 |
| MDLZ Mondelez International Inc. Class A | Reduce -28.1% | 0.16% | −0.11 |
| TLH iShares 10-20 Year Treasury | Reduce -28.8% | 0.19% | −0.10 |
| XOM Exxon Mobil Corp. | Reduce -1.5% | 1.64% | −0.10 |
| LLY Eli Lilly & Co. | Reduce -1.9% | 0.55% | −0.09 |
| TMO Thermo Fisher Scientific Inc. | Reduce -0.1% | 0.62% | −0.09 |
| ITOT iShares Core S&P Total U.S. | Reduce -45.6% | 0.11% | −0.08 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -32.8% | 0.08% | −0.08 |
| SHEL Shell PLC-ADR | Reduce -37.4% | 0.11% | −0.08 |
| OMC Omnicom Group | Reduce -4.2% | 0.31% | −0.07 |
| WY Weyerhaeuser Co. | Reduce -12.5% | 0.20% | −0.07 |
| ABBV Abbvie Inc. | Reduce -0.9% | 0.63% | −0.07 |
| SO The Southern Co. | Reduce -16.9% | 0.22% | −0.06 |
| CVS CVS Health Corp. | Reduce -10.5% | 0.42% | −0.06 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -8.0% | 0.62% | −0.06 |
| JNJ Johnson & Johnson | Reduce -0.9% | 0.49% | −0.06 |
| MU Micron Technology Inc. | Reduce -1.0% | 0.23% | −0.05 |
| EOG EOG Resources Inc. | Reduce -11.0% | 0.43% | −0.05 |
| IGLB iShares 10+ Year Inv GR Corp. | Reduce -54.0% | 0.03% | −0.05 |
| BMO Bank of Montreal | Reduce -20.9% | 0.28% | −0.05 |
| IXUS iShares Core Intl Stock ETF | Reduce -36.7% | 0.06% | −0.05 |
| TDG Transdigm Group Inc. | Reduce -0.9% | 0.34% | −0.04 |
| UNP Union Pacific Corp. | Reduce -0.1% | 1.19% | −0.04 |
| IJH iShares Core S&P Midcap ETF | Reduce -9.0% | 0.39% | −0.03 |
| IEF iShares 7-10 Year Treasury B | Reduce -5.8% | 0.29% | −0.03 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -9.1% | 0.17% | −0.03 |
| AEP American Electric Power | Reduce -5.3% | 0.18% | −0.03 |
| ETN Eaton Corp. PLC | Reduce -5.5% | 0.53% | −0.03 |
| UPS United Parcel Service Class B | Reduce -2.1% | 0.23% | −0.02 |
| NEE Nextera Energy Inc. | Reduce -0.0% | 0.10% | −0.02 |
| PG The Procter & Gamble Co. | Reduce -0.2% | 0.59% | −0.01 |
| DEO Diageo PLC-Sponsored ADR | Reduce -0.9% | 0.13% | −0.01 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -5.1% | 0.61% | −0.01 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -5.6% | 0.14% | −0.01 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -6.7% | 0.05% | −0.01 |
| PFE Pfizer Inc. | Reduce -11.8% | 0.05% | −0.01 |
| CVX Chevron Corp. | Reduce -1.0% | 0.60% | −0.01 |
| ORCL Oracle Corp. | Reduce -3.6% | 0.20% | −0.01 |
| SCHD Schwab US DVD Equity ETF | Reduce -5.7% | 0.11% | −0.01 |
| SYLD Cambria Shareholder Yield Et | Sold out | 0.00% | −0.01 |
| CCI Crown Castle Inc. | Sold out | 0.00% | −0.01 |
Portfolio Buys Q3 2024 → Q4 2024
| SPY SS SPDR S&P 500 ETF Trust-US | Add +6.0% | 3.96% | +0.31 |
| V Visa Inc. Class A | Add +0.6% | 2.60% | +0.23 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +7.7% | 1.36% | +0.19 |
| TJX TJX Companies Inc. | Add +17.0% | 0.92% | +0.15 |
| GOOGL Alphabet Inc. Class A | Add +0.0% | 2.85% | +0.14 |
| NVDA Nvidia Corp. | Add +0.7% | 1.22% | +0.12 |
| CRM Salesforce Inc. | Add +0.5% | 0.98% | +0.12 |
| MRVL Marvell Technology Inc. | Add +2.8% | 0.31% | +0.11 |
| WM Waste Management Inc. | Add +84.8% | 0.21% | +0.09 |
| VCIT Vanguard Int-Term Corporate | Add +67.8% | 0.21% | +0.08 |
| APO Apollo Global Management Inc. | Add +2.3% | 0.30% | +0.08 |
| DVY iShares Select Dividend ETF | Add +41.9% | 0.26% | +0.07 |
| NOW ServiceNow Inc. | Add +0.2% | 0.63% | +0.07 |
| ABT Abbott Laboratories | Add +59.0% | 0.19% | +0.07 |
| IWD iShares Russell 1000 Value E | Add +13.2% | 0.67% | +0.07 |
| BBY Best Buy Co. Inc. | New | 0.07% | +0.07 |
| COST Costco Wholesale Corp. | Add +5.4% | 0.71% | +0.06 |
| JEPI JPMorgan Equity Premium Inco | Add +51.3% | 0.18% | +0.06 |
| CB Chubb Ltd. | Add +122.0% | 0.10% | +0.06 |
| SNA Snap-on Inc. | Add +0.6% | 0.34% | +0.05 |
| HYGV NT HY Val-SCRD BD ETF | Add +126.0% | 0.09% | +0.05 |
| AVGO Broadcom Inc. | Add +29.8% | 0.11% | +0.05 |
| IEI iShares 3-7 Year Treasury Bo | Add +41.9% | 0.17% | +0.05 |
| BKNG Booking Holdings Inc. | Add +1.0% | 0.28% | +0.05 |
| QQQ Invesco QQQ Trust Series 1 | Add +16.7% | 0.24% | +0.04 |
| XLE SS Energy Select Sector | Add +82.8% | 0.09% | +0.04 |
| FISV Fiserv Inc. | Add +0.0% | 0.28% | +0.04 |
| SHY iShares 1-3 Year Treasury Bo | Add +12.1% | 0.35% | +0.04 |
| PWR Quanta Services Inc. | Add +4.6% | 0.33% | +0.03 |
| IWP iShares Russell Mid-Cap Grow | Add +3.5% | 0.29% | +0.03 |
| SPTS SS SPDR P St Term TSY ETF | Add +75.4% | 0.07% | +0.03 |
| CME Cme Group Inc. | Add +0.9% | 0.48% | +0.03 |
| TMUS T-Mobile US Inc. | Add +2.8% | 0.32% | +0.03 |
| LVHI Franklin International Low V | Add +19.3% | 0.20% | +0.03 |
| PANW Palo Alto Networks Inc. | Add +4.1% | 0.30% | +0.03 |
| COWZ Pacer US Cash Cows 100 ETF | Add +31.1% | 0.14% | +0.03 |
| SPSB SS SPDR P St C Corp. ETF | Add +16.6% | 0.21% | +0.03 |
| NFLX Netflix Inc. | Add +17.8% | 0.12% | +0.03 |
| META Meta Platforms Inc. Class A | Add +5.2% | 0.45% | +0.03 |
| ISRG Intuitive Surgical Inc. | Add +3.7% | 0.25% | +0.02 |
| WFC Wells Fargo & Co. | Add +25.1% | 0.08% | +0.02 |
| TBLL Invesco Short Term Treasury | Add +8.5% | 0.26% | +0.02 |
| DHR Danaher Corp. | Add +24.7% | 0.36% | +0.02 |
| EMR Emerson Electric Co. | Add +0.0% | 0.66% | +0.02 |
| CMG Chipotle Mexican Grill Inc. | Add +4.1% | 0.23% | +0.02 |
| CALF PCR US SM CP CSH CWS ETF-Usd | Add +80.8% | 0.05% | +0.02 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +3.1% | 0.58% | +0.02 |
| HON Honeywell International Inc. | Add +0.2% | 0.60% | +0.02 |
| VIG Vanguard Dividend Apprec ETF | Add +11.7% | 0.17% | +0.02 |
| TFC Truist Financial Corp. | Add +26.2% | 0.08% | +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 |