EdgeMarket › What Pinnacle Financial Partners, Inc. reported owning

What Pinnacle Financial Partners, Inc. reported owning

As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.

Reported value

13.1B

Positions

1,076

Quarter

2026-03-31

Shown below

50
largest by value
holdingvalue% of booksharesprice1y
IWD
iShares Russell 1000 Value ETF
693.5M5.3%3.2M257.29+29.2%
IWF
iShares Russell 1000 Growth Fund
590.4M4.5%1.4M122.39+11.2%
KO
COCA COLA CO
577.5M4.4%7.6M91.10+28.9%
GPN
GLOBAL PAYMENTS INC
476.6M3.6%7.1M93.49+9.0%
SPY
SPDR S&P 500 ETF TRUST
415.5M3.2%638.9K765.72+20.0%
AAPL
Apple Inc.
367.8M2.8%1.4M309.35+36.9%
PNFP
Pinnacle Financial Partners, Inc.
301.2M2.3%3.5M102.26+10.1%
MSFT
MICROSOFT CORP
266.5M2.0%719.9K483.24-4.4%
IWM
iShares Russell 2000 ETF
265.2M2.0%1.1M299.96+33.1%
VEA
Vanguard FTSE Developed Markets ETF
253.6M1.9%4.0M73.42+24.7%
NVDA
NVIDIA CORP
236.8M1.8%1.4M214.72+22.4%
IWB
iShares Russell 1000 ETF
217.4M1.7%609.7K419.69+19.8%
VOO
Vanguard S&P 500 ETF
204.0M1.6%341.4K703.71+20.0%
SO
SOUTHERN CO
185.7M1.4%1.9M88.94-6.3%
GOOGL
Alphabet Inc.
182.2M1.4%633.6K344.82+73.0%
JPM
JPMORGAN CHASE & CO
181.5M1.4%616.9K351.58+20.3%
AMZN
AMAZON COM INC
153.9M1.2%739.1K258.63+15.6%
XOM
ExxonMobil Holdings Corp
134.1M1.0%790.5K165.11+52.1%
LLY
ELI LILLY & Co
130.6M1.0%142.0K1,255.40+78.0%
AFL
AFLAC INC
126.2M1.0%1.2M116.07+7.6%
IWR
iShares Russell Mid-Cap ETF
121.9M0.9%1.3M113.44+20.4%
JNJ
JOHNSON & JOHNSON
108.4M0.8%443.5K270.24+51.1%
GLD
SPDR GOLD TRUST
103.8M0.8%241.2K423.36+37.3%
GOOG
Alphabet Inc.
100.7M0.8%351.1K341.75+70.7%
VUG
Vanguard Morningstar Growth ETF
96.5M0.7%221.0K87.50+15.9%
V
VISA INC.
92.2M0.7%305.2K371.04+7.9%
VTI
Vanguard Morningstar Total Stock Market ETF
90.1M0.7%280.8K378.24+20.5%
AVGO
Broadcom Inc.
87.9M0.7%284.1K368.45+26.5%
CVX
CHEVRON CORP
82.4M0.6%398.0K205.27+34.0%
HD
HOME DEPOT, INC.
82.1M0.6%249.7K335.61-16.5%
EFA
iShares MSCI EAFE ETF
81.0M0.6%834.1K108.24+17.1%
BINC
iShares Flexible Income Active ETF
79.7M0.6%1.5M52.00-1.7%
COST
COSTCO WHOLESALE CORP /NEW
77.6M0.6%77.9K947.74-4.7%
RSP
Invesco S&P 500 Equal Weight ETF
71.9M0.6%374.6K221.67+18.8%
IVV
iShares Core S&P 500 ETF
68.0M0.5%104.1K769.31+20.0%
ABBV
AbbVie Inc.
67.7M0.5%311.4K264.96+26.7%
GVI
iShares Intermediate Government/Credit Bond ET
65.3M0.5%612.1K105.29-1.4%
LMT
LOCKHEED MARTIN CORP
63.1M0.5%104.3K563.57+26.4%
PRF
Invesco RAFI US 1000 ETF
60.2M0.5%1.3M56.10+28.7%
AGG
iShares Core U.S. Aggregate Bond ETF
58.9M0.5%592.8K97.35-1.7%
WMT
Walmart Inc.
57.9M0.4%465.6K103.70+1.1%
AXP
AMERICAN EXPRESS CO
56.8M0.4%187.9K336.00+8.9%
TJX
TJX COMPANIES INC /DE/
55.9M0.4%350.0K140.53+1.6%
JEPI
JPMorgan Equity Premium Income ETF
52.5M0.4%925.6K57.92+1.4%
MU
MICRON TECHNOLOGY INC
51.6M0.4%152.8K966.78+724.8%
IJR
iShares Core S&P Small-Cap ETF
49.6M0.4%399.0K147.31+29.0%
SHY
iShares 1-3 Year Treasury Bond ETF
47.5M0.4%575.1K82.00-0.9%
unmapped CUSIP 08467070247.4M0.4%98.8K
HCA
HCA Healthcare, Inc.
46.2M0.4%97.5K429.19+4.6%
DVY
iShares Select Dividend ETF
45.4M0.3%300.0K164.09+17.7%

A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →

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