Pinnacle Financial Partners Inc
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 28, 2025), Pinnacle Financial Partners Inc reported 521 stock positions worth $5.0 billion. Its top holding was Microsoft (MSFT) at 4.5% of the portfolio, followed by Apple (AAPL, 4.3%) and SS SPDR S&P 500 ETF Trust-US (SPY, 3.8%). Compared with Q4 2024, it opened 21 new positions, sold out of 15, added to 216 and reduced 170. The biggest buy was a new position in BlackRock (BLK) and the biggest sale CVS Health (CVS, shares −91%).
- Most Recent 13F
- Q3 2025
- Location
- Nashville, TN
- CIK
- 0001115055
- Portfolio Value
- $5.0B (Q1 2025)
- SEC Filing
- 0001115055-25-000120 ↗ filed Apr 28, 2025
Holdings Value
Holdings 521 stocks · $5.0B
| MSFT Microsoft Corp. | 4.49% | 567,924 | $223.0M | Add +0.3% |
| AAPL Apple Inc. | 4.30% | 923,090 | $213.3M | Reduce -0.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 3.80% | 332,739 | $188.6M | Reduce -0.9% |
| VOO Vanguard S&P 500 ETF | 3.80% | 359,804 | $188.4M | Add +0.2% |
| AMZN Amazon.com Inc. | 3.71% | 885,071 | $184.3M | Reduce -0.0% |
| JPM JPMorgan Chase & Co. | 3.00% | 613,725 | $149.0M | Reduce -1.2% |
| GOOGL Alphabet Inc. Class A | 2.92% | 814,304 | $145.1M | Add +0.3% |
| V Visa Inc. Class A | 2.91% | 430,190 | $144.2M | Reduce -0.2% |
| UNH Unitedhealth Group Inc. | 2.44% | 236,449 | $121.3M | Add +0.8% |
| XOM Exxon Mobil Corp. | 1.67% | 724,749 | $82.8M | Reduce -0.2% |
| HCA HCA Healthcare Inc. | 1.64% | 253,595 | $81.1M | Reduce -0.9% |
| IWF iShares Russell 1000 Growth | 1.34% | 178,959 | $66.3M | Add +0.3% |
| PNFP Pinnacle Financial Partners | 1.29% | 604,373 | $64.1M | Reduce -14.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.26% | 168,596 | $62.5M | Add +2.9% |
| UNP Union Pacific Corp. | 1.16% | 248,695 | $57.7M | Add +0.5% |
| VEA Vanguard Ftse Developed ETF | 1.06% | 1,066,542 | $52.8M | Add +2.5% |
| NVDA Nvidia Corp. | 1.06% | 477,729 | $52.7M | Add +5.4% |
| GOOG Alphabet Inc. Class C | 0.98% | 298,905 | $48.7M | Reduce -0.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.95% | 387,342 | $47.0M | Add +2.2% |
| CRM Salesforce Inc. | 0.94% | 156,844 | $46.5M | Add +0.5% |
| AXP American Express Co. | 0.91% | 167,534 | $45.2M | Add +1.4% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.84% | 52 | $41.5M | No change |
| HD Home Depot Inc. | 0.80% | 106,992 | $39.5M | Reduce -0.4% |
| COST Costco Wholesale Corp. | 0.75% | 39,673 | $37.4M | Add +3.1% |
| IVV iShares Core S&P 500 ETF | 0.75% | 65,516 | $37.3M | Add +5.7% |
| EMR Emerson Electric Co. | 0.72% | 292,878 | $35.6M | Reduce -0.1% |
| ABBV Abbvie Inc. | 0.72% | 171,020 | $35.5M | Reduce -1.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.70% | 68,570 | $34.7M | Add +1.7% |
| CVX Chevron Corp. | 0.68% | 202,460 | $33.5M | Reduce -0.4% |
| LLY Eli Lilly & Co. | 0.65% | 39,198 | $32.4M | Add +11.1% |
| IWD iShares Russell 1000 Value E | 0.65% | 171,254 | $32.2M | Reduce -4.0% |
| HON Honeywell International Inc. | 0.64% | 141,683 | $31.5M | Add +0.9% |
| JNJ Johnson & Johnson | 0.63% | 189,291 | $31.1M | Add +13.8% |
| NKE Nike Inc. Class B | 0.61% | 402,838 | $30.1M | Add +141.1% |
| PG The Procter & Gamble Co. | 0.59% | 171,154 | $29.1M | Reduce -2.0% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.58% | 579,569 | $29.0M | Add +2.6% |
| EFA iShares MSCI Eafe ETF | 0.58% | 353,697 | $28.8M | Add +7.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.58% | 104,545 | $28.8M | Add +0.1% |
| TMO Thermo Fisher Scientific Inc. | 0.58% | 56,870 | $28.5M | Reduce -0.0% |
| ADP Automatic Data Processing | 0.57% | 92,947 | $28.4M | Reduce -1.8% |
| GLD SPDR Gold Shares | 0.56% | 97,289 | $27.9M | Reduce -2.6% |
| QCOM Qualcomm Inc. | 0.56% | 180,864 | $27.8M | Add +3.1% |
| NOW ServiceNow Inc. | 0.55% | 30,857 | $27.4M | Reduce -1.1% |
| CME Cme Group Inc. | 0.54% | 101,870 | $27.0M | Add +0.8% |
| VWO Vanguard Ftse Emerging Marke | 0.54% | 594,759 | $26.6M | Add +4.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.52% | 103,034 | $25.6M | Reduce -0.9% |
| VSDA Victoryshares Dividend Accel | 0.51% | 488,467 | $25.2M | Add +5.1% |
| SPGI S&P Global Inc. | 0.50% | 49,031 | $24.9M | Add +1.6% |
| CPRT Copart Inc. | 0.49% | 427,286 | $24.3M | Reduce -0.9% |
| LMT Lockheed Martin Corp. | 0.47% | 52,438 | $23.6M | Reduce -1.8% |
| META Meta Platforms Inc. Class A | 0.47% | 39,833 | $23.2M | Add +2.7% |
| EOG EOG Resources Inc. | 0.46% | 182,634 | $23.0M | Add +4.7% |
| USB US Bancorp | 0.46% | 486,248 | $23.0M | Add +0.1% |
| SHY iShares 1-3 Year Treasury Bo | 0.46% | 275,763 | $22.8M | Add +30.6% |
| AGG iShares Core U.S. Aggregate | 0.46% | 230,007 | $22.7M | Add +16.7% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.45% | 285,099 | $22.3M | Add +1.6% |
| ETN Eaton Corp. PLC | 0.44% | 79,940 | $21.9M | Add +1.1% |
| SHW The Sherwin-Williams Co. | 0.44% | 62,026 | $21.7M | Add +0.7% |
| PM Philip Morris International | 0.43% | 138,872 | $21.5M | Reduce -2.6% |
| BMY Bristol-Myers Squibb Co. | 0.42% | 358,863 | $20.7M | Reduce -0.7% |
| BLK BlackRock Inc. | 0.41% | 21,239 | $20.1M | New |
| VLO Valero Energy Corp. | 0.40% | 151,155 | $19.9M | Reduce -2.0% |
| IWM iShares Russell 2000 ETF | 0.40% | 93,971 | $19.7M | Reduce -1.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.39% | 447,678 | $19.6M | Add +1.5% |
| KO The Coca-Cola Co. | 0.39% | 272,625 | $19.5M | Add +0.7% |
| IJR iShares Core S&P Small-Cap E | 0.39% | 185,375 | $19.4M | Add +3.7% |
| TMUS T-Mobile US Inc. | 0.39% | 72,550 | $19.3M | Add +0.5% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.39% | 74,573 | $19.3M | Add +9.9% |
| CMCSA Comcast Corp. Class A | 0.39% | 517,946 | $19.1M | Reduce -2.0% |
| IJH iShares Core S&P Midcap ETF | 0.38% | 324,456 | $19.0M | Add +6.3% |
| AMGN Amgen Inc. | 0.37% | 59,110 | $18.3M | Reduce -0.5% |
| TDG Transdigm Group Inc. | 0.37% | 13,258 | $18.3M | Add +0.1% |
| MDY State Street SPDR S&P Midcap | 0.36% | 33,140 | $17.7M | Reduce -1.3% |
| AZO AutoZone Inc. | 0.35% | 5,204 | $17.4M | Reduce -0.8% |
| TBLL Invesco Short Term Treasury | 0.34% | 160,266 | $16.9M | Add +30.8% |
| GD General Dynamics Corp. | 0.34% | 63,228 | $16.7M | Add +1.5% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.34% | 39,563 | $16.7M | Reduce -0.2% |
| PEP Pepsico Inc. | 0.34% | 110,905 | $16.6M | Reduce -1.6% |
| SNA Snap-on Inc. | 0.33% | 48,745 | $16.4M | Reduce -2.6% |
| VZ Verizon Communications Inc. | 0.32% | 357,559 | $16.1M | Reduce -1.1% |
| VYM Vanguard High DVD Yield ETF | 0.32% | 122,376 | $15.8M | Reduce -0.1% |
| IJT iShares S&P Small-Cap 600 GR | 0.32% | 125,582 | $15.8M | Add +7.4% |
| DHR Danaher Corp. | 0.32% | 75,290 | $15.7M | Reduce -1.2% |
| DE Deere & Co. | 0.31% | 35,296 | $15.5M | Reduce -5.7% |
| AMT American Tower Corp. | 0.31% | 71,837 | $15.5M | Add +0.0% |
| FISV Fiserv Inc. | 0.30% | 67,951 | $15.0M | Add +0.6% |
| MRK Merck & Co. Inc. | 0.29% | 155,381 | $14.6M | Reduce -31.4% |
| DUK Duke Energy Corp. | 0.29% | 127,419 | $14.5M | Add +9.9% |
| IEI iShares 3-7 Year Treasury Bo | 0.29% | 120,720 | $14.3M | Add +69.6% |
| MU Micron Technology Inc. | 0.29% | 163,227 | $14.2M | Add +20.9% |
| PANW Palo Alto Networks Inc. | 0.28% | 82,589 | $14.1M | Add +2.9% |
| ICE Intercontinental Exchange Inc. | 0.28% | 81,288 | $14.0M | Add +0.4% |
| PWR Quanta Services Inc. | 0.28% | 54,610 | $13.9M | Add +5.1% |
| IWP iShares Russell Mid-Cap Grow | 0.28% | 118,407 | $13.9M | Add +4.0% |
| WM Waste Management Inc. | 0.27% | 58,177 | $13.4M | Add +13.1% |
| DVY iShares Select Dividend ETF | 0.27% | 98,504 | $13.2M | Add +1.5% |
| WMT Walmart Inc. | 0.26% | 148,242 | $13.0M | Add +4.3% |
| BKNG Booking Holdings Inc. | 0.26% | 2,821 | $13.0M | Add +0.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.26% | 27,306 | $12.9M | Add +16.7% |
| MDT Medtronic PLC | 0.26% | 158,706 | $12.9M | Add +1.7% |
Other holdings (2): bonds, preferreds, convertibles and warrants · $65K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | 53 | $63K | Reduce -36.9% |
| MVSTW Microvast Hold Inc.-CW26 | *W EXP 07/23/202 | 10,000 | $2K | No change |
Total filed on the 13F, all lines: $5.0B.
Portfolio Sells Q4 2024 → Q1 2025
| CVS CVS Health Corp. | Reduce -91.1% | 0.04% | −0.38 |
| PNFP Pinnacle Financial Partners | Reduce -14.6% | 1.29% | −0.35 |
| AAPL Apple Inc. | Reduce -0.1% | 4.30% | −0.28 |
| HCA HCA Healthcare Inc. | Reduce -0.9% | 1.64% | −0.23 |
| MRK Merck & Co. Inc. | Reduce -31.4% | 0.29% | −0.18 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.9% | 3.80% | −0.16 |
| GOOG Alphabet Inc. Class C | Reduce -0.0% | 0.98% | −0.15 |
| TLH iShares 10-20 Year Treasury | Reduce -68.6% | 0.06% | −0.13 |
| DEO Diageo PLC-Sponsored ADR | Reduce -89.2% | 0.01% | −0.12 |
| NOW ServiceNow Inc. | Reduce -1.1% | 0.55% | −0.08 |
| OMC Omnicom Group | Reduce -20.8% | 0.23% | −0.07 |
| VCIT Vanguard Int-Term Corporate | Reduce -34.5% | 0.14% | −0.07 |
| LMT Lockheed Martin Corp. | Reduce -1.8% | 0.47% | −0.06 |
| BMO Bank of Montreal | Reduce -18.3% | 0.22% | −0.06 |
| HD Home Depot Inc. | Reduce -0.4% | 0.80% | −0.05 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -57.9% | 0.03% | −0.05 |
| DHR Danaher Corp. | Reduce -1.2% | 0.32% | −0.05 |
| TMO Thermo Fisher Scientific Inc. | Reduce -0.0% | 0.58% | −0.05 |
| CMG Chipotle Mexican Grill Inc. | Reduce -0.1% | 0.19% | −0.04 |
| IEF iShares 7-10 Year Treasury B | Reduce -15.9% | 0.25% | −0.04 |
| CM Can Imperial BK of Commerce | Reduce -2.9% | 0.23% | −0.04 |
| PSEP Innovator U.S. Equity Power | Sold out | 0.00% | −0.03 |
| MDY State Street SPDR S&P Midcap | Reduce -1.3% | 0.36% | −0.03 |
| AVGO Broadcom Inc. | Reduce -2.0% | 0.08% | −0.03 |
| KKR KKR & Co. Inc. | Reduce -1.1% | 0.10% | −0.03 |
| SPTS SS SPDR P St Term TSY ETF | Reduce -39.2% | 0.05% | −0.03 |
| IWM iShares Russell 2000 ETF | Reduce -1.0% | 0.40% | −0.03 |
| VIOO Vanguard S&P Small-Cap 600 E | Reduce -4.9% | 0.17% | −0.03 |
| CALF PCR US SM CP CSH CWS ETF-Usd | Reduce -48.1% | 0.02% | −0.03 |
| DOW Dow Inc. | Reduce -31.9% | 0.03% | −0.02 |
| IWD iShares Russell 1000 Value E | Reduce -4.0% | 0.65% | −0.02 |
| CMCSA Comcast Corp. Class A | Reduce -2.0% | 0.39% | −0.02 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -7.6% | 0.13% | −0.02 |
| CAT Caterpillar Inc. | Reduce -3.1% | 0.13% | −0.02 |
| SHV iShares 0-1 Year Treasury Bo | Reduce -23.8% | 0.05% | −0.01 |
| RHI Robert Half Inc. | Reduce -0.1% | 0.05% | −0.01 |
| PEP Pepsico Inc. | Reduce -1.6% | 0.34% | −0.01 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Reduce -0.4% | 0.11% | −0.01 |
| SNA Snap-on Inc. | Reduce -2.6% | 0.33% | −0.01 |
| MAR Marriott International Class A | Reduce -84.7% | 0.00% | −0.01 |
| IVE iShares S&P 500 Value ETF | Reduce -5.7% | 0.17% | −0.01 |
| BBY Best Buy Co. Inc. | Reduce -1.8% | 0.06% | −0.01 |
| MCHP Microchip Technology Inc. | Reduce -14.3% | 0.02% | −0.01 |
| HHH Howard Hughes Holdings Inc. | Reduce -20.0% | 0.03% | −0.01 |
| DIS The Walt Disney Co. | Reduce -4.1% | 0.06% | −0.01 |
| DG Dollar General Corp. | Reduce -0.7% | 0.08% | −0.01 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Reduce -2.5% | 0.12% | −0.01 |
| PG The Procter & Gamble Co. | Reduce -2.0% | 0.59% | −0.01 |
| CSX CSX Corp. | Reduce -27.8% | 0.01% | −0.01 |
| RSP Invesco S&P 500 Equal Weight | Reduce -6.3% | 0.08% | −0.01 |
Portfolio Buys Q4 2024 → Q1 2025
| BLK BlackRock Inc. | New | 0.41% | +0.41 |
| NKE Nike Inc. Class B | Add +141.1% | 0.61% | +0.32 |
| JNJ Johnson & Johnson | Add +13.8% | 0.63% | +0.14 |
| IEI iShares 3-7 Year Treasury Bo | Add +69.6% | 0.29% | +0.12 |
| SHY iShares 1-3 Year Treasury Bo | Add +30.6% | 0.46% | +0.11 |
| LLY Eli Lilly & Co. | Add +11.1% | 0.65% | +0.10 |
| ASML ASML Holding NV-NY Reg SHS | Add +700.6% | 0.11% | +0.10 |
| TBLL Invesco Short Term Treasury | Add +30.8% | 0.34% | +0.08 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +1.7% | 0.70% | +0.08 |
| GOOGL Alphabet Inc. Class A | Add +0.3% | 2.92% | +0.08 |
| EFA iShares MSCI Eafe ETF | Add +7.0% | 0.58% | +0.07 |
| AGG iShares Core U.S. Aggregate | Add +16.7% | 0.46% | +0.07 |
| CME Cme Group Inc. | Add +0.8% | 0.54% | +0.07 |
| TMUS T-Mobile US Inc. | Add +0.5% | 0.39% | +0.07 |
| STIP iShares 0-5 Year Tips Bond E | Add +61.8% | 0.16% | +0.06 |
| WM Waste Management Inc. | Add +13.1% | 0.27% | +0.06 |
| MU Micron Technology Inc. | Add +20.9% | 0.29% | +0.06 |
| KO The Coca-Cola Co. | Add +0.7% | 0.39% | +0.05 |
| VGIT Vanguard Intermediate-Term T | Add +58.3% | 0.13% | +0.05 |
| MS Morgan Stanley | Add +386.2% | 0.06% | +0.05 |
| AEP American Electric Power | Add +6.5% | 0.22% | +0.04 |
| COST Costco Wholesale Corp. | Add +3.1% | 0.75% | +0.04 |
| JEPI JPMorgan Equity Premium Inco | Add +25.4% | 0.22% | +0.04 |
| VRTX Vertex Pharmaceuticals Inc. | Add +51.0% | 0.09% | +0.04 |
| LVHI Franklin International Low V | Add +13.3% | 0.24% | +0.04 |
| AMT American Tower Corp. | Add +0.0% | 0.31% | +0.04 |
| BUD Anheuser-Busch Inbev-SPN ADR | New | 0.04% | +0.04 |
| SHEL Shell PLC-ADR | Add +15.1% | 0.15% | +0.04 |
| ICE Intercontinental Exchange Inc. | Add +0.4% | 0.28% | +0.04 |
| MO Altria Group Inc. | Add +2.6% | 0.26% | +0.04 |
| ADI Analog Devices Inc. | Add +207.8% | 0.05% | +0.04 |
| BAC Bank of America Corp. | Add +1.5% | 0.39% | +0.04 |
| TFC Truist Financial Corp. | Add +55.1% | 0.11% | +0.04 |
| HON Honeywell International Inc. | Add +0.9% | 0.64% | +0.03 |
| EFV iShares MSCI Eafe Value ETF | Add +41.3% | 0.09% | +0.03 |
| CTAS Cintas Corp. | Add +3.8% | 0.25% | +0.03 |
| CB Chubb Ltd. | Add +22.6% | 0.14% | +0.03 |
| TJX TJX Companies Inc. | Add +2.2% | 0.95% | +0.03 |
| VIG Vanguard Dividend Apprec ETF | Add +20.8% | 0.20% | +0.03 |
| JAJL Innovator Edp ETF - 6M Ja | New | 0.03% | +0.03 |
| EOG EOG Resources Inc. | Add +4.7% | 0.46% | +0.03 |
| VRSN Verisign Inc. | Add +0.4% | 0.17% | +0.03 |
| VSDA Victoryshares Dividend Accel | Add +5.1% | 0.51% | +0.03 |
| COWZ Pacer US Cash Cows 100 ETF | Add +26.2% | 0.17% | +0.03 |
| DUK Duke Energy Corp. | Add +9.9% | 0.29% | +0.03 |
| TDG Transdigm Group Inc. | Add +0.1% | 0.37% | +0.03 |
| SCHW Schwab (charles) Corp. | Add +928.4% | 0.03% | +0.03 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +9.9% | 0.39% | +0.03 |
| LIN Linde PLC | Add +0.6% | 0.24% | +0.02 |
| C Citigroup Inc. | Add +495.1% | 0.03% | +0.02 |
Notes & Other Activity Q4 2024 → Q1 2025
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | Reduce -36.9% | 53 | $63K |
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 |