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HANCOCK WHITNEY CORP — 13F Holdings & Portfolio

CIK 750577 · latest 13F-HR filed 2026-08-14

Backtest portfolio

HANCOCK WHITNEY CORP manages $6.00B in 13F-reported U.S. long-equity assets across 1,330 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are IVV (4.78%), AAPL (3.81%), NVDA (2.73%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 57 new positions and exited 54; 289 existing positions rose in reported value and 213 fell.

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.

Loading holdings…
AUM
$6.00B

Long-equity book

Holdings
1,330

Distinct positions

Period
2026-06-30

Filed 2026-08-14

Q/Q Activity
+57 / −54 / ↑289 / ↓213

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
IVV4.8% · +2%AAPL4.1% · +0%NVDA2.9% · -0%MSFT2.8% · +0%GOOGL2.6% · +0%AMZN1.9% · -1%JPM1.8% · -2%MBB1.8% · -1%AVGO1.7% · +16%XOM1.3% · -3%IJH1.2% · +4%AMAT1.2% · -5%EMXC1.2% · +9%HWC1.1% · -1%EFA1.1% · -6%CMI1.0% · -3%GLD1.0% · +1%META1.0% · -1%MU1.0% · +2%VYM1.0% · -3%TXN0.9% · -6%JNJ0.9% · -2%AMGN0.9% · -2%LRCX0.8% · -3%GS0.8% · -2%PANW0.8% · -5%IEFA0.8% · -12%CVX0.8% · -2%PNC0.7% · -2%BNY0.7% · newWM0.7% · -2%FLEX0.7% · -24%PVAL0.7% · +3%GE0.6% · +1%MRK0.6% · -3%PLD0.6% · -3%IJR0.6% · -2%GD0.6% · -2%BAC0.6% · -2%KO0.6% · -3%VZ0.6% · -1%EME0.6% · -3%STX0.6% · -32%AFL0.6% · -3%LLY0.6% · +41%ALL0.5% · +35%UNP0.5% · -3%LHX0.5% · -2%ABBV0.5% · -3%SPY0.5% · +2%NEE0.5% · -1%MDT0.5% · -1%IBM0.5% · +5%AGG0.5% · +6%BEN0.5% · -1%VIRT0.5% · +10%PG0.5% · -8%CASY0.5% · -4%BMY0.5% · +0%FAST0.5% · -2%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 25.7%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated May 12, 2021.

Assets Under Management
$540.8M
Discretionary
$540.8M
Employees
58
Accounts
9
Address
701 POYDRAS STREET
32ND FLOOR
NEW ORLEANS, LA 70139
Phone
(504) 299-5168
Name Title / Status Ownership Type
HANCOCK WHITNEY CORPORATION ControlHOLDING COMPANY
since Apr 1984
75% or moreDomestic Entity
LUNDGREN, DAVID, JOHN ControlCHIEF INVESTMENT OFFICER
since Aug 2016
Less than 5%Individual
MILTON, MILES, STUART ControlCHIEF WEALTH MANAGEMENT OFFICER
since Oct 2014
Less than 5%Individual
RIGNEY, JOHN, MARIO ControlCHIEF COMPLIANCE OFFICER
since Jan 2016
Less than 5%Individual
Ownership & leadership changes · 5 filings with changes since Mar 30, 2012

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Mar 27, 2020 filing
  • No longer listedHANCOCK HOLDING COMPANY · HOLDING COMPANY · 75% or more · control person · listed since Apr 1984
  • AddedHANCOCK WHITNEY CORPORATION · HOLDING COMPANY · 75% or more · control person
Mar 26, 2018 filing
  • ChangedLUNDGREN, DAVID, JOHN · title SENIOR VICE PRESIDENT → CHIEF INVESTMENT OFFICER
  • ChangedMILTON, MILES, STUART · title EXECUTIVE VICE PRESIDENT → CHIEF WEALTH MANAGEMENT OFFICER
Mar 31, 2017 filing
  • No longer listedPORTWOOD, JOHN, CECIL · SENIOR VICE PRESIDENT · Less than 5% · control person · listed since Oct 1998
  • AddedLUNDGREN, DAVID, JOHN · SENIOR VICE PRESIDENT · Less than 5% · control person
Mar 28, 2016 filing
  • No longer listedSANCHEZ, HENRY · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Jun 2015
  • AddedRIGNEY, JOHN, MARIO · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
Aug 4, 2015 filing
  • No longer listedEDEN, WILLIAM, MONTAGUE · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Oct 2010
  • No longer listedSAIK, CLIFTON, JOSEPH · EXECUTIVE VICE PRESIDENT · Less than 5% · control person · listed since Jun 1998
  • AddedMILTON, MILES, STUART · EXECUTIVE VICE PRESIDENT · Less than 5% · control person
  • AddedSANCHEZ, HENRY · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
Mar 30, 2012 filing (earliest on record)
  • ListedEDEN, WILLIAM, MONTAGUE · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
  • ListedHANCOCK HOLDING COMPANY · HOLDING COMPANY · 75% or more · control person
  • ListedPORTWOOD, JOHN, CECIL · SENIOR VICE PRESIDENT · Less than 5% · control person
  • ListedSAIK, CLIFTON, JOSEPH · EXECUTIVE VICE PRESIDENT · Less than 5% · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 289 →

Top Trims

Show all 213 →

New Positions

Show all 57 →

Exited Positions

Show all 54 →

HANCOCK WHITNEY CORP Holdings (2026-06-30)

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 IVV 464287200 $286.7M 4.78% 382,848 SH
2 APPLE INC AAPL 037833100 $228.9M 3.81% 791,191 SH
3 NVIDIA CORPORATION NVDA 67066G104 $163.9M 2.73% 818,985 SH
4 MICROSOFT CORP MSFT 594918104 $159.3M 2.66% 427,155 SH
5 ALPHABET INC GOOGL 02079K305 $151.3M 2.52% 423,406 SH
6 ISHARES TR MBB 464288588 $106.1M 1.77% 1,122,962 SH
7 JPMORGAN CHASE & CO JPM 46625H100 $104.8M 1.75% 320,300 SH
8 AMAZON COM INC AMZN 023135106 $104.8M 1.75% 439,535 SH
9 BROADCOM INC AVGO 11135F101 $98.6M 1.64% 261,140 SH
10 ISHARES TR IJH 464287507 $72.4M 1.21% 939,331 SH
11 EXXON MOBIL CORP XOM 30231G102 $72.4M 1.21% 529,207 SH
12 ISHARES INC EMXC 46434G764 $71.3M 1.19% 697,110 SH
13 APPLIED MATLS INC AMAT 038222105 $69.1M 1.15% 95,520 SH
14 HANCOCK WHITNEY CORPORATION HWC 410120109 $68.5M 1.14% 917,079 SH
15 ISHARES TR EFA 464287465 $67.9M 1.13% 653,191 SH
16 CUMMINS INC CMI 231021106 $62.3M 1.04% 87,392 SH
17 SPDR GOLD TR GLD 78463V107 $61.2M 1.02% 166,090 SH
18 MICRON TECHNOLOGY INC MU 595112103 $57.7M 0.96% 50,008 SH
19 META PLATFORMS INC META 30303M102 $55.1M 0.92% 97,834 SH
20 TEXAS INSTRS INC TXN 882508104 $55.0M 0.92% 184,363 SH
21 VANGUARD WHITEHALL FDS VYM 921946406 $53.7M 0.89% 339,514 SH
22 JOHNSON & JOHNSON JNJ 478160104 $51.4M 0.86% 202,565 SH
23 AMGEN INC AMGN 031162100 $50.8M 0.85% 140,262 SH
24 LAM RESEARCH CORP LRCX 512807306 $47.5M 0.79% 109,681 SH
25 GOLDMAN SACHS GROUP INC GS 38141G104 $46.9M 0.78% 46,348 SH
26 PALO ALTO NETWORKS INC PANW 697435105 $45.7M 0.76% 133,867 SH
27 ISHARES TR IEFA 46432F842 $45.6M 0.76% 471,788 SH
28 CHEVRON CORPORATION CVX 166764100 $44.1M 0.73% 265,924 SH
29 PNC FINL SVCS GROUP INC PNC 693475105 $43.6M 0.73% 177,173 SH
30 BANK NEW YORK MELLON CORP BNY 064058100 $41.5M 0.69% 286,682 SH
31 WASTE MGMT INC DEL WM 94106L109 $40.9M 0.68% 183,659 SH
32 FLEXTRONICS INTL LTD FLEX Y2573F102 $39.8M 0.66% 245,531 SH
33 PUTNAM ETF TRUST PVAL 746729300 $39.6M 0.66% 777,637 SH
34 PROLOGIS INC. PLD 74340W103 $37.1M 0.62% 274,153 SH
35 MERCK & CO INC MRK 58933Y105 $36.4M 0.61% 283,425 SH
36 ISHARES TR IJR 464287804 $35.7M 0.60% 241,030 SH
37 GE AEROSPACE GE 369604301 $35.7M 0.59% 95,477 SH
38 GENERAL DYNAMICS CORP GD 369550108 $35.6M 0.59% 100,502 SH
39 COCA COLA CO KO 191216100 $34.6M 0.58% 425,383 SH
40 VERIZON COMMUNICATIONS INC VZ 92343V104 $33.8M 0.56% 798,634 SH
41 EMCOR GROUP INC EME 29084Q100 $33.6M 0.56% 40,548 SH
42 AFLAC INC AFL 001055102 $33.6M 0.56% 286,912 SH
43 SEAGATE TECHNOLOGY HLDNGS PL STX G7997R103 $33.4M 0.56% 34,619 SH
44 ALLSTATE CORP ALL 020002101 $32.3M 0.54% 135,661 SH
45 BANK AMERICA CORP BAC 060505104 $32.1M 0.53% 563,170 SH
46 UNION PAC CORP UNP 907818108 $31.2M 0.52% 114,754 SH
47 L3HARRIS TECHNOLOGIES INC LHX 502431109 $30.5M 0.51% 104,888 SH
48 ELI LILLY & CO LLY 532457108 $30.2M 0.50% 25,196 SH
49 NEXTERA ENERGY INC NEE 65339F101 $29.8M 0.50% 339,226 SH
50 MEDTRONIC PLC MDT G5960L103 $29.7M 0.49% 379,544 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-14 $6.00B 1,330 0001193125-26-352330
2026-03-31 2026-05-15 $5.75B 1,333 0001193125-26-226476
2025-12-31 2026-02-17 $5.55B 1,659 0001193125-26-053308
2025-09-30 2025-11-17 $5.50B 1,668 0001193125-25-284421
Filer Information
Address
ONE HANCOCK WHITNEY PLAZA
P O BOX 4019
GULFPORT, MS 39501
Phone
(504) 299-5208
Filing Manager
HANCOCK WHITNEY CORP
GULFPORT, MS
Signatory
ANTHONY FREY
EVP, TRUST DIRECTOR