Pinnacle Financial Partners, Inc. — 13F Holdings & Portfolio
CIK 2082866 · latest 13F-HR filed 2026-05-14
Pinnacle Financial Partners, Inc. manages $13.07B in 13F-reported U.S. long-equity assets across 2,572 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are IWD (4.81%), KO (4.22%), IWF (3.85%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 91 new positions, exited 61, added to 372, and trimmed 340.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$13.07B
Long-equity book
2,572
Distinct positions
2026-03-31
Filed 2026-05-14
+91 / −61 / ↑372 / ↓340
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- EXXON MOBIL CORP$36.6M +37.5%
- INVESCO EXCHANGE TRADED FD T$35.4M +97.0%
- COCA COLA CO$33.0M +6.1%
- SOUTHERN CO$31.5M +20.4%
- CHEVRON CORPORATION$19.1M +30.2%
Top Trims
- GLOBAL PMTS INC-$109.6M -18.7%
- MICROSOFT CORP-$80.3M -23.1%
- STATE STR SPDR S&P 500 ETF T-$70.7M -14.5%
- ISHARES TR-$62.1M -9.5%
- APPLE INC-$29.3M -7.4%
New Positions
- PINNACLE FINL PARTNERS INC$301.2M
- ASTRAZENECA PLC$9.1M
- TIDAL TRUST I$3.4M
- THE CAMPBELLS COMPANY$3.2M
- SUNBELT RENTALS HOLDINGS INC$2.7M
Exited Positions
- SYNOVUS FINL CORP$265.8M
- PINNACLE FINL PARTNERS INC$65.7M
- CORPAY INC$8.2M
- ASTRAZENECA PLC$7.7M
- CCC INTELLIGENT SOLUTIONS HL$3.2M
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | ISHARES TR | IWD | 464287598 | $628.4M | 4.81% | 2,940,809 | SH |
| 2 | COCA COLA CO | KO | 191216100 | $551.6M | 4.22% | 7,253,540 | SH |
| 3 | ISHARES TR | IWF | 464287614 | $503.3M | 3.85% | 1,180,236 | SH |
| 4 | GLOBAL PMTS INC | GPN | 37940X102 | $472.0M | 3.61% | 7,012,729 | SH |
| 5 | ISHARES TR | IWM | 464287655 | $244.4M | 1.87% | 985,333 | SH |
| 6 | PINNACLE FINL PARTNERS INC | PNFP | 72348N109 | $232.0M | 1.78% | 2,693,636 | SH |
| 7 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $216.3M | 1.66% | 332,665 | SH |
| 8 | ISHARES TR | IWB | 464287622 | $215.9M | 1.65% | 605,570 | SH |
| 9 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $198.1M | 1.52% | 3,092,211 | SH |
| 10 | APPLE INC | AAPL | 037833100 | $173.7M | 1.33% | 684,289 | SH |
| 11 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $158.7M | 1.21% | 243,987 | SH |
| 12 | SOUTHERN CO | SO | 842587107 | $147.5M | 1.13% | 1,528,132 | SH |
| 13 | VANGUARD INDEX FDS | VOO | 922908363 | $141.7M | 1.08% | 237,184 | SH |
| 14 | NVIDIA CORPORATION | NVDA | 67066G104 | $139.3M | 1.07% | 798,755 | SH |
| 15 | APPLE INC | AAPL | 037833100 | $123.0M | 0.94% | 484,791 | SH |
| 16 | AFLAC INC | AFL | 001055102 | $122.2M | 0.93% | 1,113,887 | SH |
| 17 | MICROSOFT CORP | MSFT | 594918104 | $119.1M | 0.91% | 321,832 | SH |
| 18 | ISHARES TR | IWR | 464287499 | $108.2M | 0.83% | 1,112,806 | SH |
| 19 | MICROSOFT CORP | MSFT | 594918104 | $101.7M | 0.78% | 274,683 | SH |
| 20 | ELI LILLY & CO | LLY | 532457108 | $86.3M | 0.66% | 93,811 | SH |
| 21 | ALPHABET INC | GOOGL | 02079K305 | $83.3M | 0.64% | 289,733 | SH |
| 22 | BLACKROCK ETF TRUST II | BINC | 092528603 | $79.5M | 0.61% | 1,531,720 | SH |
| 23 | ALPHABET INC | GOOGL | 02079K305 | $78.3M | 0.60% | 272,200 | SH |
| 24 | NVIDIA CORPORATION | NVDA | 67066G104 | $76.9M | 0.59% | 441,057 | SH |
| 25 | JPMORGAN CHASE & CO | JPM | 46625H100 | $71.6M | 0.55% | 243,259 | SH |
| 26 | JPMORGAN CHASE & CO | JPM | 46625H100 | $70.6M | 0.54% | 240,159 | SH |
| 27 | VANGUARD INDEX FDS | VUG | 922908736 | $69.5M | 0.53% | 159,080 | SH |
| 28 | ISHARES TR | GVI | 464288612 | $65.3M | 0.50% | 612,088 | SH |
| 29 | AMAZON COM INC | AMZN | 023135106 | $64.1M | 0.49% | 307,791 | SH |
| 30 | INVESCO EXCHANGE TRADED FD T | RSP | 46137V357 | $61.7M | 0.47% | 321,439 | SH |
| 31 | PINNACLE FINL PARTNERS INC | PNFP | 72348N109 | $61.2M | 0.47% | 710,030 | SH |
| 32 | BROADCOM INC | AVGO | 11135F101 | $61.1M | 0.47% | 197,273 | SH |
| 33 | INVESCO EXCHANGE TRADED FD T | PRF | 46137V613 | $59.0M | 0.45% | 1,241,470 | SH |
| 34 | AMAZON COM INC | AMZN | 023135106 | $56.3M | 0.43% | 270,373 | SH |
| 35 | ISHARES TR | IWF | 464287614 | $56.0M | 0.43% | 131,330 | SH |
| 36 | EXXON MOBIL CORP | XOM | 30231G102 | $55.0M | 0.42% | 324,452 | SH |
| 37 | VANGUARD INDEX FDS | VTI | 922908769 | $52.9M | 0.40% | 165,013 | SH |
| 38 | JOHNSON & JOHNSON | JNJ | 478160104 | $51.8M | 0.40% | 211,917 | SH |
| 39 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $51.4M | 0.39% | 802,285 | SH |
| 40 | SPDR GOLD TR | GLD | 78463V107 | $49.7M | 0.38% | 115,531 | SH |
| 41 | EXXON MOBIL CORP | XOM | 30231G102 | $46.5M | 0.36% | 273,986 | SH |
| 42 | ISHARES TR | AGG | 464287226 | $45.5M | 0.35% | 458,649 | SH |
| 43 | HCA HEALTHCARE INC | HCA | 40412C101 | $45.1M | 0.34% | 95,251 | SH |
| 44 | VISA INC | V | 92826C839 | $42.7M | 0.33% | 141,253 | SH |
| 45 | HOME DEPOT INC | HD | 437076102 | $42.3M | 0.32% | 128,735 | SH |
| 46 | HARBOR ETF TRUST | HGER | 41151J505 | $41.5M | 0.32% | 1,336,589 | SH |
| 47 | APPLE INC | AAPL | 037833100 | $40.1M | 0.31% | 157,886 | SH |
| 48 | ALPHABET INC | GOOG | 02079K107 | $39.6M | 0.30% | 138,092 | SH |
| 49 | J P MORGAN EXCHANGE TRADED F | JFLX | 46654Q559 | $39.3M | 0.30% | 790,395 | SH |
| 50 | JOHNSON & JOHNSON | JNJ | 478160104 | $39.1M | 0.30% | 159,963 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-14 | $13.07B | 2,572 | 0001172661-26-001938 |
| 2025-12-31 | 2026-02-18 | $13.24B | 2,477 | 0001172661-26-001303 |
| 2025-12-31 | 2026-02-17 | $8.98B | 1,561 | 0001172661-26-001013 |