Filed: 10/28/2025ACC: 0001115055-25-000184
📋 What this filing means
PINNACLE FINANCIAL PARTNERS INC filed this quarterly 13F‑HR report disclosing 507 equity positions with a total reported market value of $4.75B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
507
Positions
$4.75B
Total AUM (reported)
31.46M
Total Shares
Allocation by class
COM$2.66B55.9%
TR UNIT$198.51M4.2%
S&P 500 ETF SHS$194.57M4.1%
COM CL A$122.29M2.6%
CL A$100.72M2.1%
CAP STK CL A$98.52M2.1%
RUS 1000 GRW ETF$75.69M1.6%
Portfolio Concentration
Top 3$630.85M13.3%
4–10$827.94M17.4%
11–25$778.46M16.4%
Rest$2.52B52.9%
Top 3 weight
13.3%
Top 10 weight
30.7%
Voting Authority Distribution
Total shares with voting rights: 31.46M
Sole
Full voting authority
21.60M
shares
% of voting shares68.7%
Shared
Joint voting authority
113.38K
shares
% of voting shares0.4%
None
No voting authority
9.75M
shares
% of voting shares31.0%
Investment Discretion (by position count)
Sole0
Shared0
Other507
Dominant voting typeSole · 68.7% of voting shares
Institutional Holdings507
Rows:
MICROSOFT CORP
DFNDShares478.03K
TypeSH
Market value$237.77M
5.00%
Sole
258.07K
Shared
116.00
None
219.84K
SPDR S&P 500 ETF TR
OTRShares321.29K
TypeSH
Market value$198.51M
4.18%
Sole
242.43K
Shared
0.00
None
78.85K
VANGUARD INDEX FDS
OTRShares342.54K
TypeSH
Market value$194.57M
4.09%
Sole
226.01K
Shared
0.00
None
116.53K
APPLE INC
DFNDShares829.22K
TypeSH
Market value$170.13M
3.58%
Sole
451.08K
Shared
210.00
None
377.93K
AMAZON COM INC
DFNDShares660.33K
TypeSH
Market value$144.87M
3.05%
Sole
239.27K
Shared
139.00
None
420.93K
JPMORGAN CHASE & CO.
DFNDShares494.22K
TypeSH
Market value$143.28M
3.01%
Sole
235.85K
Shared
72.00
None
258.30K
VISA INC
DFNDShares339.74K
TypeSH
Market value$120.62M
2.54%
Sole
132.76K
Shared
54.00
None
206.92K
ALPHABET INC
DFNDShares559.04K
TypeSH
Market value$98.52M
2.07%
Sole
248.03K
Shared
172.00
None
310.83K
ISHARES TR
OTRShares178.27K
TypeSH
Market value$75.69M
1.59%
Sole
137.39K
Shared
0.00
None
40.88K
HCA HEALTHCARE INC
OTRShares195.32K
TypeSH
Market value$74.83M
1.57%
Sole
104.45K
Shared
34.00
None
90.84K
VANGUARD INDEX FDS
OTRShares170.68K
TypeSH
Market value$74.83M
1.57%
Sole
169.58K
Shared
0.00
None
1.10K
PINNACLE FINL PARTNERS INC
DFNDShares673.45K
TypeSH
Market value$74.36M
1.56%
Sole
61.15K
Shared
100.89K
None
511.41K
NVIDIA CORPORATION
OTRShares454.88K
TypeSH
Market value$71.87M
1.51%
Sole
428.76K
Shared
326.00
None
25.80K
EXXON MOBIL CORP
DFNDShares567.85K
TypeSH
Market value$61.21M
1.29%
Sole
265.24K
Shared
0.00
None
302.61K
VANGUARD TAX-MANAGED FDS
OTRShares1.04M
TypeSH
Market value$59.22M
1.25%
Sole
681.86K
Shared
0.00
None
356.99K
AMERICAN EXPRESS CO
DFNDShares177.73K
TypeSH
Market value$56.69M
1.19%
Sole
100K
Shared
49.00
None
77.67K
ALPHABET INC
DFNDShares278.21K
TypeSH
Market value$49.35M
1.04%
Sole
41.09K
Shared
0.00
None
237.11K
TJX COS INC NEW
OTRShares387.07K
TypeSH
Market value$47.80M
1.01%
Sole
204.53K
Shared
147.00
None
182.39K
UNITEDHEALTH GROUP INC
DFNDShares149.50K
TypeSH
Market value$46.64M
0.98%
Sole
50.51K
Shared
15.00
None
98.98K
UNION PAC CORP
DFNDShares200.95K
TypeSH
Market value$46.23M
0.97%
Sole
73.33K
Shared
0.00
None
127.62K
COSTCO WHSL CORP NEW
DFNDShares45.43K
TypeSH
Market value$44.97M
0.95%
Sole
39.20K
Shared
38.00
None
6.19K
BERKSHIRE HATHAWAY INC DEL
DFNDShares52.00
TypeSH
Market value$37.90M
0.80%
Sole
1.00
Shared
0.00
None
51.00
SALESFORCE INC
DFNDShares132.76K
TypeSH
Market value$36.20M
0.76%
Sole
57.34K
Shared
53.00
None
75.38K
ISHARES TR
OTRShares361.01K
TypeSH
Market value$35.81M
0.75%
Sole
334.68K
Shared
2.17K
None
24.15K
ISHARES TR
OTRShares56.97K
TypeSH
Market value$35.37M
0.74%
Sole
45.87K
Shared
0.00
None
11.09K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPDFND | COM | 478.03K | SH | $237.77M 5.00% | 258.07K | 116.00 | 219.84K |
SPDR S&P 500 ETF TROTR | TR UNIT | 321.29K | SH | $198.51M 4.18% | 242.43K | 0.00 | 78.85K |
VANGUARD INDEX FDSOTR | S&P 500 ETF SHS | 342.54K | SH | $194.57M 4.09% | 226.01K | 0.00 | 116.53K |
APPLE INCDFND | COM | 829.22K | SH | $170.13M 3.58% | 451.08K | 210.00 | 377.93K |
AMAZON COM INCDFND | COM | 660.33K | SH | $144.87M 3.05% | 239.27K | 139.00 | 420.93K |
JPMORGAN CHASE & CO.DFND | COM | 494.22K | SH | $143.28M 3.01% | 235.85K | 72.00 | 258.30K |
VISA INCDFND | COM CL A | 339.74K | SH | $120.62M 2.54% | 132.76K | 54.00 | 206.92K |
ALPHABET INCDFND | CAP STK CL A | 559.04K | SH | $98.52M 2.07% | 248.03K | 172.00 | 310.83K |
ISHARES TROTR | RUS 1000 GRW ETF | 178.27K | SH | $75.69M 1.59% | 137.39K | 0.00 | 40.88K |
HCA HEALTHCARE INCOTR | COM | 195.32K | SH | $74.83M 1.57% | 104.45K | 34.00 | 90.84K |
VANGUARD INDEX FDSOTR | GROWTH ETF | 170.68K | SH | $74.83M 1.57% | 169.58K | 0.00 | 1.10K |
PINNACLE FINL PARTNERS INCDFND | COM | 673.45K | SH | $74.36M 1.56% | 61.15K | 100.89K | 511.41K |
NVIDIA CORPORATIONOTR | COM | 454.88K | SH | $71.87M 1.51% | 428.76K | 326.00 | 25.80K |
EXXON MOBIL CORPDFND | COM | 567.85K | SH | $61.21M 1.29% | 265.24K | 0.00 | 302.61K |
VANGUARD TAX-MANAGED FDSOTR | VAN FTSE DEV MKT | 1.04M | SH | $59.22M 1.25% | 681.86K | 0.00 | 356.99K |
AMERICAN EXPRESS CODFND | COM | 177.73K | SH | $56.69M 1.19% | 100K | 49.00 | 77.67K |
ALPHABET INCDFND | CAP STK CL C | 278.21K | SH | $49.35M 1.04% | 41.09K | 0.00 | 237.11K |
TJX COS INC NEWOTR | COM | 387.07K | SH | $47.80M 1.01% | 204.53K | 147.00 | 182.39K |
UNITEDHEALTH GROUP INCDFND | COM | 149.50K | SH | $46.64M 0.98% | 50.51K | 15.00 | 98.98K |
UNION PAC CORPDFND | COM | 200.95K | SH | $46.23M 0.97% | 73.33K | 0.00 | 127.62K |
COSTCO WHSL CORP NEWDFND | COM | 45.43K | SH | $44.97M 0.95% | 39.20K | 38.00 | 6.19K |
BERKSHIRE HATHAWAY INC DELDFND | CL A | 52.00 | SH | $37.90M 0.80% | 1.00 | 0.00 | 51.00 |
SALESFORCE INCDFND | COM | 132.76K | SH | $36.20M 0.76% | 57.34K | 53.00 | 75.38K |
ISHARES TROTR | CORE US AGGBD ET | 361.01K | SH | $35.81M 0.75% | 334.68K | 2.17K | 24.15K |
ISHARES TROTR | CORE S&P500 ETF | 56.97K | SH | $35.37M 0.74% | 45.87K | 0.00 | 11.09K |
Page 1 of 21
…