Filed: 10/28/2025ACC: 0001115055-25-000187
📋 What this filing means
PINNACLE FINANCIAL PARTNERS INC filed this quarterly 13F‑HR report disclosing 459 equity positions with a total reported market value of $4.18B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
459
Positions
$4.18B
Total AUM (reported)
27.35M
Total Shares
Allocation by class
COM$2.28B54.7%
TR UNIT$168.43M4.0%
S&P 500 ETF SHS$143.08M3.4%
CL A$89.97M2.2%
GROWTH ETF$85.73M2.1%
COM CL A$77.85M1.9%
RUS 1000 GRW ETF$65.55M1.6%
Portfolio Concentration
Top 3$511.86M12.3%
4–10$636.71M15.2%
11–25$683.27M16.4%
Rest$2.34B56.1%
Top 3 weight
12.3%
Top 10 weight
27.5%
Voting Authority Distribution
Total shares with voting rights: 27.35M
Sole
Full voting authority
22.96M
shares
% of voting shares84.0%
Shared
Joint voting authority
113.95K
shares
% of voting shares0.4%
None
No voting authority
4.27M
shares
% of voting shares15.6%
Investment Discretion (by position count)
Sole0
Shared0
Other459
Dominant voting typeSole · 84.0% of voting shares
Institutional Holdings459
Rows:
MICROSOFT CORP
OTRShares351.19K
TypeSH
Market value$181.90M
4.36%
Sole
259.59K
Shared
116.00
None
91.48K
SPDR S&P 500 ETF TR
DFNDShares252.84K
TypeSH
Market value$168.43M
4.03%
Sole
246.90K
Shared
0.00
None
5.94K
APPLE INC
OTRShares634.37K
TypeSH
Market value$161.53M
3.87%
Sole
448.84K
Shared
210.00
None
185.32K
VANGUARD INDEX FDS
OTRShares233.64K
TypeSH
Market value$143.08M
3.43%
Sole
226.62K
Shared
0.00
None
7.03K
JPMORGAN CHASE & CO.
OTRShares324.07K
TypeSH
Market value$102.22M
2.45%
Sole
228.87K
Shared
72.00
None
95.13K
VANGUARD INDEX FDS
OTRShares178.74K
TypeSH
Market value$85.73M
2.05%
Sole
177.63K
Shared
0.00
None
1.10K
NVIDIA CORPORATION
OTRShares448.65K
TypeSH
Market value$83.71M
2.00%
Sole
436.20K
Shared
326.00
None
12.12K
AMAZON COM INC
OTRShares365.32K
TypeSH
Market value$80.21M
1.92%
Sole
252.84K
Shared
139.00
None
112.34K
VISA INC
OTRShares223.25K
TypeSH
Market value$76.21M
1.83%
Sole
134.47K
Shared
54.00
None
88.72K
ISHARES TR
OTRShares139.94K
TypeSH
Market value$65.55M
1.57%
Sole
136.37K
Shared
0.00
None
3.57K
ALPHABET INC
OTRShares269.53K
TypeSH
Market value$65.52M
1.57%
Sole
253.03K
Shared
172.00
None
16.32K
PINNACLE FINL PARTNERS INC
DFNDShares668.09K
TypeSH
Market value$62.66M
1.50%
Sole
0.00
Shared
101.42K
None
566.67K
ALPHABET INC
DFNDShares232.20K
TypeSH
Market value$56.55M
1.35%
Sole
45.24K
Shared
0.00
None
186.96K
AMERICAN EXPRESS CO
OTRShares162.55K
TypeSH
Market value$53.99M
1.29%
Sole
102.24K
Shared
49.00
None
60.26K
EXXON MOBIL CORP
DFNDShares437.82K
TypeSH
Market value$49.36M
1.18%
Sole
270.52K
Shared
0.00
None
167.30K
VANGUARD TAX-MANAGED FDS
DFNDShares741.01K
TypeSH
Market value$44.40M
1.06%
Sole
701.36K
Shared
0.00
None
39.64K
ISHARES TR
OTRShares423.96K
TypeSH
Market value$42.50M
1.02%
Sole
409.15K
Shared
2.17K
None
12.65K
HCA HEALTHCARE INC
OTRShares98.62K
TypeSH
Market value$42.03M
1.01%
Sole
96.86K
Shared
17.00
None
1.74K
ABBVIE INC
OTRShares181.24K
TypeSH
Market value$41.96M
1.00%
Sole
177.29K
Shared
28.00
None
3.91K
JOHNSON & JOHNSON
OTRShares209.91K
TypeSH
Market value$38.92M
0.93%
Sole
141.28K
Shared
40.00
None
68.59K
BERKSHIRE HATHAWAY INC DEL
DFNDShares51.00
TypeSH
Market value$38.46M
0.92%
Sole
1.00
Shared
0.00
None
50.00
J P MORGAN EXCHANGE TRADED F
OTRShares757.26K
TypeSH
Market value$38.03M
0.91%
Sole
750.72K
Shared
0.00
None
6.54K
COSTCO WHSL CORP NEW
OTRShares40.48K
TypeSH
Market value$37.47M
0.90%
Sole
39.67K
Shared
38.00
None
765.00
ISHARES TR
OTRShares388.79K
TypeSH
Market value$36.30M
0.87%
Sole
368.72K
Shared
1.74K
None
18.33K
HOME DEPOT INC
OTRShares86.63K
TypeSH
Market value$35.10M
0.84%
Sole
84.06K
Shared
19.00
None
2.55K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPOTR | COM | 351.19K | SH | $181.90M 4.36% | 259.59K | 116.00 | 91.48K |
SPDR S&P 500 ETF TRDFND | TR UNIT | 252.84K | SH | $168.43M 4.03% | 246.90K | 0.00 | 5.94K |
APPLE INCOTR | COM | 634.37K | SH | $161.53M 3.87% | 448.84K | 210.00 | 185.32K |
VANGUARD INDEX FDSOTR | S&P 500 ETF SHS | 233.64K | SH | $143.08M 3.43% | 226.62K | 0.00 | 7.03K |
JPMORGAN CHASE & CO.OTR | COM | 324.07K | SH | $102.22M 2.45% | 228.87K | 72.00 | 95.13K |
VANGUARD INDEX FDSOTR | GROWTH ETF | 178.74K | SH | $85.73M 2.05% | 177.63K | 0.00 | 1.10K |
NVIDIA CORPORATIONOTR | COM | 448.65K | SH | $83.71M 2.00% | 436.20K | 326.00 | 12.12K |
AMAZON COM INCOTR | COM | 365.32K | SH | $80.21M 1.92% | 252.84K | 139.00 | 112.34K |
VISA INCOTR | COM CL A | 223.25K | SH | $76.21M 1.83% | 134.47K | 54.00 | 88.72K |
ISHARES TROTR | RUS 1000 GRW ETF | 139.94K | SH | $65.55M 1.57% | 136.37K | 0.00 | 3.57K |
ALPHABET INCOTR | CAP STK CL A | 269.53K | SH | $65.52M 1.57% | 253.03K | 172.00 | 16.32K |
PINNACLE FINL PARTNERS INCDFND | COM | 668.09K | SH | $62.66M 1.50% | 0.00 | 101.42K | 566.67K |
ALPHABET INCDFND | CAP STK CL C | 232.20K | SH | $56.55M 1.35% | 45.24K | 0.00 | 186.96K |
AMERICAN EXPRESS COOTR | COM | 162.55K | SH | $53.99M 1.29% | 102.24K | 49.00 | 60.26K |
EXXON MOBIL CORPDFND | COM | 437.82K | SH | $49.36M 1.18% | 270.52K | 0.00 | 167.30K |
VANGUARD TAX-MANAGED FDSDFND | VAN FTSE DEV MKT | 741.01K | SH | $44.40M 1.06% | 701.36K | 0.00 | 39.64K |
ISHARES TROTR | CORE US AGGBD ET | 423.96K | SH | $42.50M 1.02% | 409.15K | 2.17K | 12.65K |
HCA HEALTHCARE INCOTR | COM | 98.62K | SH | $42.03M 1.01% | 96.86K | 17.00 | 1.74K |
ABBVIE INCOTR | COM | 181.24K | SH | $41.96M 1.00% | 177.29K | 28.00 | 3.91K |
JOHNSON & JOHNSONOTR | COM | 209.91K | SH | $38.92M 0.93% | 141.28K | 40.00 | 68.59K |
BERKSHIRE HATHAWAY INC DELDFND | CL A | 51.00 | SH | $38.46M 0.92% | 1.00 | 0.00 | 50.00 |
J P MORGAN EXCHANGE TRADED FOTR | FLEXIBLE DEBT ET | 757.26K | SH | $38.03M 0.91% | 750.72K | 0.00 | 6.54K |
COSTCO WHSL CORP NEWOTR | COM | 40.48K | SH | $37.47M 0.90% | 39.67K | 38.00 | 765.00 |
ISHARES TROTR | MSCI EAFE ETF | 388.79K | SH | $36.30M 0.87% | 368.72K | 1.74K | 18.33K |
HOME DEPOT INCOTR | COM | 86.63K | SH | $35.10M 0.84% | 84.06K | 19.00 | 2.55K |
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