Filed: 2/3/2025ACC: 0001115055-25-000034
📋 What this filing means
PINNACLE FINANCIAL PARTNERS INC filed this quarterly 13F‑HR report disclosing 517 equity positions with a total reported market value of $4.94B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
517
Positions
$4.94B
Total AUM (reported)
33.78M
Total Shares
Allocation by class
COM$2.85B57.8%
TR UNIT$195.62M4.0%
S&P 500 ETF SHS$191.97M3.9%
CAP STK CL A$140.62M2.8%
COM CL A$129.16M2.6%
CL A$102.89M2.1%
RUS 1000 GRW ETF$70.57M1.4%
Portfolio Concentration
Top 3$662.17M13.4%
4–10$999.87M20.3%
11–25$817.45M16.6%
Rest$2.46B49.8%
Top 3 weight
13.4%
Top 10 weight
33.7%
Voting Authority Distribution
Total shares with voting rights: 33.78M
Sole
Full voting authority
20.09M
shares
% of voting shares59.5%
Shared
Joint voting authority
112.23K
shares
% of voting shares0.3%
None
No voting authority
13.57M
shares
% of voting shares40.2%
Investment Discretion (by position count)
Sole0
Shared0
Other517
Dominant voting typeSole · 59.5% of voting shares
Institutional Holdings517
Rows:
MICROSOFT CORP
DFNDShares566.01K
TypeSH
Market value$240.44M
4.87%
Sole
250.08K
Shared
125.00
None
315.81K
APPLE INC
DFNDShares923.51K
TypeSH
Market value$226.11M
4.58%
Sole
437.17K
Shared
229.00
None
486.11K
SPDR S&P 500 ETF TR
DFNDShares335.74K
TypeSH
Market value$195.62M
3.96%
Sole
236.75K
Shared
0.00
None
98.99K
VANGUARD INDEX FDS
DFNDShares359.18K
TypeSH
Market value$191.97M
3.89%
Sole
216.17K
Shared
0.00
None
143.01K
AMAZON COM INC
DFNDShares885.14K
TypeSH
Market value$176.07M
3.57%
Sole
225.42K
Shared
148.00
None
659.58K
JPMORGAN CHASE & CO.
DFNDShares621.20K
TypeSH
Market value$140.65M
2.85%
Sole
232.99K
Shared
77.00
None
388.14K
ALPHABET INC
DFNDShares811.57K
TypeSH
Market value$140.62M
2.85%
Sole
241.25K
Shared
188.00
None
570.13K
UNITEDHEALTH GROUP INC
DFNDShares234.63K
TypeSH
Market value$130.05M
2.63%
Sole
64.08K
Shared
29.00
None
170.53K
VISA INC
DFNDShares430.98K
TypeSH
Market value$128.29M
2.60%
Sole
138.10K
Shared
75.00
None
292.80K
HCA HEALTHCARE INC
DFNDShares255.84K
TypeSH
Market value$92.22M
1.87%
Sole
108.93K
Shared
43.00
None
146.86K
PINNACLE FINL PARTNERS INC
DFNDShares707.78K
TypeSH
Market value$80.96M
1.64%
Sole
22.01K
Shared
100.89K
None
584.88K
EXXON MOBIL CORP
DFNDShares725.97K
TypeSH
Market value$80.93M
1.64%
Sole
260.43K
Shared
0.00
None
465.54K
ISHARES TR
DFNDShares178.39K
TypeSH
Market value$70.57M
1.43%
Sole
133.38K
Shared
0.00
None
45K
VANGUARD INDEX FDS
DFNDShares163.92K
TypeSH
Market value$67.28M
1.36%
Sole
162.88K
Shared
0.00
None
1.04K
NVIDIA CORPORATION
DFNDShares453.29K
TypeSH
Market value$60.37M
1.22%
Sole
401.65K
Shared
431.00
None
51.20K
UNION PAC CORP
DFNDShares247.46K
TypeSH
Market value$58.67M
1.19%
Sole
75.35K
Shared
0.00
None
172.11K
ALPHABET INC
DFNDShares298.92K
TypeSH
Market value$55.59M
1.13%
Sole
41.10K
Shared
0.00
None
257.82K
VANGUARD TAX-MANAGED FDS
DFNDShares1.04M
TypeSH
Market value$52.02M
1.05%
Sole
548.58K
Shared
0.00
None
491.73K
AMERICAN EXPRESS CO
DFNDShares165.28K
TypeSH
Market value$48.90M
0.99%
Sole
97.97K
Shared
69.00
None
67.23K
SALESFORCE INC
DFNDShares156.11K
TypeSH
Market value$48.14M
0.98%
Sole
54.42K
Shared
56.00
None
101.63K
TJX COS INC NEW
DFNDShares379.02K
TypeSH
Market value$45.17M
0.91%
Sole
184.48K
Shared
157.00
None
194.38K
HOME DEPOT INC
DFNDShares107.43K
TypeSH
Market value$42.01M
0.85%
Sole
90.86K
Shared
41.00
None
16.53K
ISHARES TR
DFNDShares62.01K
TypeSH
Market value$36.27M
0.73%
Sole
36.71K
Shared
0.00
None
25.29K
BERKSHIRE HATHAWAY INC DEL
DFNDShares52.00
TypeSH
Market value$35.41M
0.72%
Sole
1.00
Shared
0.00
None
51.00
COSTCO WHSL CORP NEW
DFNDShares38.47K
TypeSH
Market value$35.16M
0.71%
Sole
35.03K
Shared
41.00
None
3.40K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPDFND | COM | 566.01K | SH | $240.44M 4.87% | 250.08K | 125.00 | 315.81K |
APPLE INCDFND | COM | 923.51K | SH | $226.11M 4.58% | 437.17K | 229.00 | 486.11K |
SPDR S&P 500 ETF TRDFND | TR UNIT | 335.74K | SH | $195.62M 3.96% | 236.75K | 0.00 | 98.99K |
VANGUARD INDEX FDSDFND | S&P 500 ETF SHS | 359.18K | SH | $191.97M 3.89% | 216.17K | 0.00 | 143.01K |
AMAZON COM INCDFND | COM | 885.14K | SH | $176.07M 3.57% | 225.42K | 148.00 | 659.58K |
JPMORGAN CHASE & CO.DFND | COM | 621.20K | SH | $140.65M 2.85% | 232.99K | 77.00 | 388.14K |
ALPHABET INCDFND | CAP STK CL A | 811.57K | SH | $140.62M 2.85% | 241.25K | 188.00 | 570.13K |
UNITEDHEALTH GROUP INCDFND | COM | 234.63K | SH | $130.05M 2.63% | 64.08K | 29.00 | 170.53K |
VISA INCDFND | COM CL A | 430.98K | SH | $128.29M 2.60% | 138.10K | 75.00 | 292.80K |
HCA HEALTHCARE INCDFND | COM | 255.84K | SH | $92.22M 1.87% | 108.93K | 43.00 | 146.86K |
PINNACLE FINL PARTNERS INCDFND | COM | 707.78K | SH | $80.96M 1.64% | 22.01K | 100.89K | 584.88K |
EXXON MOBIL CORPDFND | COM | 725.97K | SH | $80.93M 1.64% | 260.43K | 0.00 | 465.54K |
ISHARES TRDFND | RUS 1000 GRW ETF | 178.39K | SH | $70.57M 1.43% | 133.38K | 0.00 | 45K |
VANGUARD INDEX FDSDFND | GROWTH ETF | 163.92K | SH | $67.28M 1.36% | 162.88K | 0.00 | 1.04K |
NVIDIA CORPORATIONDFND | COM | 453.29K | SH | $60.37M 1.22% | 401.65K | 431.00 | 51.20K |
UNION PAC CORPDFND | COM | 247.46K | SH | $58.67M 1.19% | 75.35K | 0.00 | 172.11K |
ALPHABET INCDFND | CAP STK CL C | 298.92K | SH | $55.59M 1.13% | 41.10K | 0.00 | 257.82K |
VANGUARD TAX-MANAGED FDSDFND | VAN FTSE DEV MKT | 1.04M | SH | $52.02M 1.05% | 548.58K | 0.00 | 491.73K |
AMERICAN EXPRESS CODFND | COM | 165.28K | SH | $48.90M 0.99% | 97.97K | 69.00 | 67.23K |
SALESFORCE INCDFND | COM | 156.11K | SH | $48.14M 0.98% | 54.42K | 56.00 | 101.63K |
TJX COS INC NEWDFND | COM | 379.02K | SH | $45.17M 0.91% | 184.48K | 157.00 | 194.38K |
HOME DEPOT INCDFND | COM | 107.43K | SH | $42.01M 0.85% | 90.86K | 41.00 | 16.53K |
ISHARES TRDFND | CORE S&P500 ETF | 62.01K | SH | $36.27M 0.73% | 36.71K | 0.00 | 25.29K |
BERKSHIRE HATHAWAY INC DELDFND | CL A | 52.00 | SH | $35.41M 0.72% | 1.00 | 0.00 | 51.00 |
COSTCO WHSL CORP NEWDFND | COM | 38.47K | SH | $35.16M 0.71% | 35.03K | 41.00 | 3.40K |
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