Filed: 4/28/2025ACC: 0001115055-25-000120
📋 What this filing means
PINNACLE FINANCIAL PARTNERS INC filed this quarterly 13F‑HR report disclosing 523 equity positions with a total reported market value of $4.96B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
523
Positions
$4.96B
Total AUM (reported)
34.31M
Total Shares
Allocation by class
COM$2.83B57.0%
TR UNIT$188.62M3.8%
S&P 500 ETF SHS$188.44M3.8%
COM CL A$145.37M2.9%
CAP STK CL A$145.08M2.9%
CL A$110.10M2.2%
COM NEW$67.17M1.4%
Portfolio Concentration
Top 3$624.90M12.6%
4–10$1.01B20.5%
11–25$780.45M15.7%
Rest$2.54B51.2%
Top 3 weight
12.6%
Top 10 weight
33.0%
Voting Authority Distribution
Total shares with voting rights: 34.31M
Sole
Full voting authority
20.50M
shares
% of voting shares59.8%
Shared
Joint voting authority
114.11K
shares
% of voting shares0.3%
None
No voting authority
13.69M
shares
% of voting shares39.9%
Investment Discretion (by position count)
Sole0
Shared0
Other523
Dominant voting typeSole · 59.8% of voting shares
Institutional Holdings523
Rows:
MICROSOFT CORP
DFNDShares567.92K
TypeSH
Market value$223.00M
4.49%
Sole
251.06K
Shared
116.00
None
316.74K
APPLE INC
DFNDShares923.09K
TypeSH
Market value$213.28M
4.30%
Sole
440.84K
Shared
210.00
None
482.04K
SPDR S&P 500 ETF TR
DFNDShares332.74K
TypeSH
Market value$188.62M
3.80%
Sole
234.28K
Shared
0.00
None
98.46K
VANGUARD INDEX FDS
DFNDShares359.80K
TypeSH
Market value$188.44M
3.80%
Sole
215.13K
Shared
0.00
None
144.67K
AMAZON COM INC
DFNDShares885.07K
TypeSH
Market value$184.25M
3.71%
Sole
230.97K
Shared
139.00
None
653.96K
JPMORGAN CHASE & CO.
DFNDShares613.73K
TypeSH
Market value$148.96M
3.00%
Sole
229.46K
Shared
72.00
None
384.20K
ALPHABET INC
DFNDShares814.30K
TypeSH
Market value$145.08M
2.92%
Sole
245.28K
Shared
172.00
None
568.85K
VISA INC
DFNDShares430.19K
TypeSH
Market value$144.16M
2.91%
Sole
137.92K
Shared
72.00
None
292.20K
UNITEDHEALTH GROUP INC
DFNDShares236.45K
TypeSH
Market value$121.26M
2.44%
Sole
65.61K
Shared
29.00
None
170.81K
EXXON MOBIL CORP
DFNDShares724.75K
TypeSH
Market value$82.83M
1.67%
Sole
256.11K
Shared
0.00
None
468.64K
HCA HEALTHCARE INC
DFNDShares253.59K
TypeSH
Market value$81.13M
1.64%
Sole
108.39K
Shared
46.00
None
145.16K
ISHARES TR
DFNDShares178.96K
TypeSH
Market value$66.27M
1.34%
Sole
134.12K
Shared
0.00
None
44.84K
PINNACLE FINL PARTNERS INC
DFNDShares604.37K
TypeSH
Market value$64.09M
1.29%
Sole
143.00
Shared
101.74K
None
502.49K
VANGUARD INDEX FDS
DFNDShares168.60K
TypeSH
Market value$62.52M
1.26%
Sole
167.53K
Shared
0.00
None
1.07K
UNION PAC CORP
DFNDShares248.69K
TypeSH
Market value$57.74M
1.16%
Sole
73.87K
Shared
0.00
None
174.83K
VANGUARD TAX-MANAGED FDS
DFNDShares1.07M
TypeSH
Market value$52.82M
1.06%
Sole
568.18K
Shared
0.00
None
498.36K
NVIDIA CORPORATION
DFNDShares477.73K
TypeSH
Market value$52.69M
1.06%
Sole
430.16K
Shared
384.00
None
47.19K
ALPHABET INC
DFNDShares298.90K
TypeSH
Market value$48.66M
0.98%
Sole
41.11K
Shared
0.00
None
257.79K
TJX COS INC NEW
DFNDShares387.34K
TypeSH
Market value$46.99M
0.95%
Sole
190.28K
Shared
147.00
None
196.92K
SALESFORCE INC
DFNDShares156.84K
TypeSH
Market value$46.49M
0.94%
Sole
55.23K
Shared
53.00
None
101.56K
AMERICAN EXPRESS CO
DFNDShares167.53K
TypeSH
Market value$45.24M
0.91%
Sole
100.24K
Shared
65.00
None
67.23K
BERKSHIRE HATHAWAY INC DEL
DFNDShares52.00
TypeSH
Market value$41.52M
0.84%
Sole
1.00
Shared
0.00
None
51.00
HOME DEPOT INC
DFNDShares106.99K
TypeSH
Market value$39.51M
0.80%
Sole
90.17K
Shared
38.00
None
16.78K
COSTCO WHSL CORP NEW
DFNDShares39.67K
TypeSH
Market value$37.44M
0.75%
Sole
36.19K
Shared
38.00
None
3.45K
ISHARES TR
DFNDShares65.52K
TypeSH
Market value$37.34M
0.75%
Sole
39.96K
Shared
0.00
None
25.56K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPDFND | COM | 567.92K | SH | $223.00M 4.49% | 251.06K | 116.00 | 316.74K |
APPLE INCDFND | COM | 923.09K | SH | $213.28M 4.30% | 440.84K | 210.00 | 482.04K |
SPDR S&P 500 ETF TRDFND | TR UNIT | 332.74K | SH | $188.62M 3.80% | 234.28K | 0.00 | 98.46K |
VANGUARD INDEX FDSDFND | S&P 500 ETF SHS | 359.80K | SH | $188.44M 3.80% | 215.13K | 0.00 | 144.67K |
AMAZON COM INCDFND | COM | 885.07K | SH | $184.25M 3.71% | 230.97K | 139.00 | 653.96K |
JPMORGAN CHASE & CO.DFND | COM | 613.73K | SH | $148.96M 3.00% | 229.46K | 72.00 | 384.20K |
ALPHABET INCDFND | CAP STK CL A | 814.30K | SH | $145.08M 2.92% | 245.28K | 172.00 | 568.85K |
VISA INCDFND | COM CL A | 430.19K | SH | $144.16M 2.91% | 137.92K | 72.00 | 292.20K |
UNITEDHEALTH GROUP INCDFND | COM | 236.45K | SH | $121.26M 2.44% | 65.61K | 29.00 | 170.81K |
EXXON MOBIL CORPDFND | COM | 724.75K | SH | $82.83M 1.67% | 256.11K | 0.00 | 468.64K |
HCA HEALTHCARE INCDFND | COM | 253.59K | SH | $81.13M 1.64% | 108.39K | 46.00 | 145.16K |
ISHARES TRDFND | RUS 1000 GRW ETF | 178.96K | SH | $66.27M 1.34% | 134.12K | 0.00 | 44.84K |
PINNACLE FINL PARTNERS INCDFND | COM | 604.37K | SH | $64.09M 1.29% | 143.00 | 101.74K | 502.49K |
VANGUARD INDEX FDSDFND | GROWTH ETF | 168.60K | SH | $62.52M 1.26% | 167.53K | 0.00 | 1.07K |
UNION PAC CORPDFND | COM | 248.69K | SH | $57.74M 1.16% | 73.87K | 0.00 | 174.83K |
VANGUARD TAX-MANAGED FDSDFND | VAN FTSE DEV MKT | 1.07M | SH | $52.82M 1.06% | 568.18K | 0.00 | 498.36K |
NVIDIA CORPORATIONDFND | COM | 477.73K | SH | $52.69M 1.06% | 430.16K | 384.00 | 47.19K |
ALPHABET INCDFND | CAP STK CL C | 298.90K | SH | $48.66M 0.98% | 41.11K | 0.00 | 257.79K |
TJX COS INC NEWDFND | COM | 387.34K | SH | $46.99M 0.95% | 190.28K | 147.00 | 196.92K |
SALESFORCE INCDFND | COM | 156.84K | SH | $46.49M 0.94% | 55.23K | 53.00 | 101.56K |
AMERICAN EXPRESS CODFND | COM | 167.53K | SH | $45.24M 0.91% | 100.24K | 65.00 | 67.23K |
BERKSHIRE HATHAWAY INC DELDFND | CL A | 52.00 | SH | $41.52M 0.84% | 1.00 | 0.00 | 51.00 |
HOME DEPOT INCDFND | COM | 106.99K | SH | $39.51M 0.80% | 90.17K | 38.00 | 16.78K |
COSTCO WHSL CORP NEWDFND | COM | 39.67K | SH | $37.44M 0.75% | 36.19K | 38.00 | 3.45K |
ISHARES TRDFND | CORE S&P500 ETF | 65.52K | SH | $37.34M 0.75% | 39.96K | 0.00 | 25.56K |
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