Pinnacle Financial Partners, Inc.
13F Reported Value
ⓘ$14.7B
Holdings
1,128
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Pinnacle Financial Partners, Inc. disclosed 1,128 positions worth $14.7B in its Form 13F-HR for Q2 2026. During the quarter the fund opened 81 new positions and exited 31 — including a new stake in $HONA and a full exit from $CPB. The portfolio is most concentrated in Other (40.9% of disclosed assets). All figures are sourced directly from Pinnacle Financial Partners, Inc.’s Form 13F-HR filing with the SEC under CIK 2082866.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
ISHARES TR - RUS 1000 VAL ETF
—Quality
$789.6M3,257,065 shISHARES TR - RUS 1000 GRW ETF
—Quality
$694.8M5,595,573 sh- 69.5#256
Quality
$584.6M7,193,014 sh - 47.0
Quality
$503.4M6,938,291 sh - —
Quality
$419.2M561,289 sh - 76.4
Quality
$419.0M1,448,033 sh - 54.5
Quality
$344.7M3,416,527 sh ISHARES TR - RUSSELL 2000 ETF
—Quality
$324.7M1,080,574 shVANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT
—Quality
$290.8M4,082,103 sh- 85.9
Quality
$271.7M1,357,884 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES TR - RUS 1000 VAL ETF | — | $789.6M | 3,257,065 |
| ISHARES TR - RUS 1000 GRW ETF | — | $694.8M | 5,595,573 |
| 69.5#256 | $584.6M | 7,193,014 | |
| 47.0 | $503.4M | 6,938,291 | |
| — | $419.2M | 561,289 | |
| 76.4 | $419.0M | 1,448,033 | |
| 54.5 | $344.7M | 3,416,527 | |
| ISHARES TR - RUSSELL 2000 ETF | — | $324.7M | 1,080,574 |
| VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $290.8M | 4,082,103 |
| 85.9 | $271.7M | 1,357,884 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Pinnacle Financial Partners, Inc.'s 1,128 positions.
Showing top 10 of 1,128 holdings.
Sector Allocation
Other
$6.0B
Technology
$2.4B
Financials
$1.9B
Industrials
$1.2B
Healthcare
$784.6M
Consumer Staples
$775.5M
Consumer Discretionary
$703.3M
Energy
$336.0M
Top Holdings — Pinnacle Financial Partners, Inc. (Q2 2026)
Top 150 of 1,128 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | ISHARES TR - RUS 1000 VAL ETF | $789.6M | 5.4% | +0% | — |
| 2 | — | ISHARES TR - RUS 1000 GRW ETF | $694.8M | 4.7% | +304% | — |
| 3 | COCA COLA CO | $584.6M | 4.0% | -5% | 69.5 | |
| 4 | GLOBAL PAYMENTS INC | $503.4M | 3.4% | -2% | 47 | |
| 5 | SPDR S&P 500 ETF TRUST | $419.2M | 2.9% | -12% | — | |
| 6 | Apple Inc. | $419.0M | 2.9% | -0% | 76.4 | |
| 7 | Pinnacle Financial Partners, Inc. | $344.7M | 2.4% | -2% | 54.5 | |
| 8 | — | ISHARES TR - RUSSELL 2000 ETF | $324.7M | 2.2% | +1% | — |
| 9 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $290.8M | 2.0% | +3% | — |
| 10 | NVIDIA CORP | $271.7M | 1.9% | +0% | 85.9 | |
| 11 | MICROSOFT CORP | $268.0M | 1.8% | -0% | 79.8 | |
| 12 | — | ISHARES TR - RUS 1000 ETF | $256.1M | 1.8% | +3% | — |
| 13 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $240.3M | 1.6% | +2% | — |
| 14 | Alphabet Inc. | $227.6M | 1.6% | +1% | 78.2 | |
| 15 | JPMORGAN CHASE & CO | $199.8M | 1.4% | -1% | 70.7 | |
| 16 | ELI LILLY & Co | $185.9M | 1.3% | +9% | 87.5 | |
| 17 | SOUTHERN CO | $184.9M | 1.3% | +0% | 62 | |
| 18 | AMAZON COM INC | $178.8M | 1.2% | +2% | 68.7 | |
| 19 | MICRON TECHNOLOGY INC | $155.7M | 1.1% | -12% | 86.2 | |
| 20 | AFLAC INC | $148.5M | 1.0% | +10% | 61.3 | |
| 21 | — | ISHARES TR - RUS MID CAP ETF | $137.4M | 0.9% | -1% | — |
| 22 | Alphabet Inc. | $120.4M | 0.8% | -3% | 78.2 | |
| 23 | — | VANGUARD INDEX FDS - GROWTH ETF | $116.1M | 0.8% | +510% | — |
| 24 | JOHNSON & JOHNSON | $113.6M | 0.8% | +1% | 69 | |
| 25 | Broadcom Inc. | $110.0M | 0.8% | +2% | 84.5 | |
| 26 | EXXON MOBIL CORP | $108.7M | 0.7% | +1% | 57.9 | |
| 27 | VISA INC. | $105.3M | 0.7% | +1% | 82.9 | |
| 28 | Invesco Ltd. | $99.2M | 0.7% | +24% | — | |
| 29 | SPDR GOLD TRUST | $92.1M | 0.6% | +4% | — | |
| 30 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $91.0M | 0.6% | -12% | — |
| 31 | HOME DEPOT, INC. | $89.8M | 0.6% | +2% | 60.3 | |
| 32 | — | ISHARES TR - MSCI EAFE ETF | $87.5M | 0.6% | +1% | — |
| 33 | — | BLACKROCK ETF TRUST II - ISHA FLEX IN ETF | $85.0M | 0.6% | +6% | — |
| 34 | — | ISHARES TR - CORE S&P500 ETF | $78.0M | 0.5% | +0% | — |
| 35 | AbbVie Inc. | $77.8M | 0.5% | -1% | 72.6 | |
| 36 | — | ISHARES TR - INTRM GOV CR ETF | $74.6M | 0.5% | +15% | — |
| 37 | COSTCO WHOLESALE CORP /NEW | $73.5M | 0.5% | +1% | 66.2 | |
| 38 | Invesco Ltd. | $69.3M | 0.5% | +1% | — | |
| 39 | CHEVRON CORP | $66.5M | 0.5% | +1% | 62.8 | |
| 40 | AMERICAN EXPRESS CO | $65.8M | 0.5% | +4% | 69.4 | |
| 41 | CISCO SYSTEMS, INC. | $64.6M | 0.4% | +1% | 70.3 | |
| 42 | — | ISHARES TR - CORE US AGGBD ET | $64.0M | 0.4% | +9% | — |
| 43 | CATERPILLAR INC | $60.9M | 0.4% | -1% | 66.5 | |
| 44 | — | ISHARES TR - CORE S&P SCP ETF | $60.3M | 0.4% | +2% | — |
| 45 | Palo Alto Networks Inc | $57.1M | 0.4% | +4% | 65.5 | |
| 46 | INVESCO QQQ TRUST, SERIES 1 | $54.5M | 0.4% | -1% | — | |
| 47 | TJX COMPANIES INC /DE/ | $53.9M | 0.4% | +2% | 68.7 | |
| 48 | LOCKHEED MARTIN CORP | $53.5M | 0.4% | +1% | 65.6 | |
| 49 | Walmart Inc. | $53.0M | 0.4% | +0% | 60.2 | |
| 50 | INTERNATIONAL BUSINESS MACHINES CORP | $52.0M | 0.3% | +2% | 70 | |
| 51 | Eaton Corp plc | $51.7M | 0.3% | +1% | — | |
| 52 | BERKSHIRE HATHAWAY INC | $51.2M | 0.3% | +3% | 73.8 | |
| 53 | — | ISHARES TR - CORE S&P MCP ETF | $50.4M | 0.3% | +13% | — |
| 54 | — | ISHARES TR - SELECT DIVID ETF | $48.0M | 0.3% | +2% | — |
| 55 | — | ISHARES TR - 1 3 YR TREAS BD | $47.9M | 0.3% | +1% | — |
| 56 | UNION PACIFIC CORP | $47.6M | 0.3% | +2% | 69.7 | |
| 57 | QUANTA SERVICES, INC. | $46.4M | 0.3% | -6% | 72.1 | |
| 58 | Marvell Technology, Inc. | $45.4M | 0.3% | -8% | 76.5 | |
| 59 | PROCTER & GAMBLE Co | $45.0M | 0.3% | -2% | 64.6 | |
| 60 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | $44.5M | 0.3% | -15% | — |
| 61 | — | J P MORGAN EXCHANGE TRADED F - FLEXI DEBT ETF | $43.5M | 0.3% | +6% | — |
| 62 | MONOLITHIC POWER SYSTEMS, INC. | $41.9M | 0.3% | -4% | 73.3 | |
| 63 | Merck & Co., Inc. | $41.8M | 0.3% | +1% | 59.9 | |
| 64 | Meta Platforms, Inc. | $40.6M | 0.3% | -3% | 79.6 | |
| 65 | — | HARBOR ETF TRUST - COMM ALL WEA ETF | $40.2M | 0.3% | +2% | — |
| 66 | — | VANGUARD INDEX FDS - MID CAP ETF | $39.4M | 0.3% | +294% | — |
| 67 | MCDONALDS CORP | $39.1M | 0.3% | +2% | 69 | |
| 68 | VALERO ENERGY CORP/TX | $39.0M | 0.3% | -1% | 57.8 | |
| 69 | AMGEN INC | $39.0M | 0.3% | +1% | 79.2 | |
| 70 | — | FEDERATED HERMES ETF TRUST - MDT SMALL CAP | $38.6M | 0.3% | +12% | — |
| 71 | HCA Healthcare, Inc. | $38.4M | 0.3% | +1% | 68.9 | |
| 72 | — | ISHARES TR - CORE MSCI EAFE | $37.8M | 0.3% | +4% | — |
| 73 | APPLIED MATERIALS INC /DE | $37.0M | 0.3% | +6% | 72.3 | |
| 74 | UNITEDHEALTH GROUP INC | $36.9M | 0.3% | -3% | 62.7 | |
| 75 | — | ISHARES TR - RUS MD CP GR ETF | $36.7M | 0.3% | -1% | — |
| 76 | — | AMERICAN CENTY ETF TR - US QUALITY GROW | $36.6M | 0.3% | +7% | — |
| 77 | Philip Morris International Inc. | $36.1M | 0.3% | -0% | 75.9 | |
| 78 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $35.9M | 0.2% | -2% | — |
| 79 | MORGAN STANLEY | $35.4M | 0.2% | +9% | 75.8 | |
| 80 | BANK OF AMERICA CORP /DE/ | $34.2M | 0.2% | -0% | 67.6 | |
| 81 | BERKSHIRE HATHAWAY INC | $33.7M | 0.2% | -4% | 73.8 | |
| 82 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $33.6M | 0.2% | +5% | — |
| 83 | — | VICTORY PORTFOLIOS II - VICSHS DV AC ETF | $33.3M | 0.2% | +0% | — |
| 84 | RTX Corp | $33.2M | 0.2% | +2% | 73.2 | |
| 85 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $32.8M | 0.2% | -6% | — |
| 86 | SPDR S&P MIDCAP 400 ETF TRUST | $32.8M | 0.2% | -2% | — | |
| 87 | ADVANCED MICRO DEVICES INC | $32.7M | 0.2% | -2% | 79.8 | |
| 88 | CORNING INC /NY | $32.2M | 0.2% | +1% | 73.7 | |
| 89 | — | ISHARES INC - CORE MSCI EMKT | $32.1M | 0.2% | +15% | — |
| 90 | — | ISHARES TR - MSCI ACWI ETF | $31.9M | 0.2% | +3576% | — |
| 91 | — | ISHARES TR - MSCI USA QLT FCT | $31.7M | 0.2% | -2% | — |
| 92 | ORACLE CORP | $31.6M | 0.2% | -3% | 66.2 | |
| 93 | AUTOMATIC DATA PROCESSING INC | $31.2M | 0.2% | -3% | 69.8 | |
| 94 | WASTE MANAGEMENT INC | $30.8M | 0.2% | +0% | 67.6 | |
| 95 | Duke Energy CORP | $30.4M | 0.2% | -2% | 56.4 | |
| 96 | — | BLACKROCK ETF TRUST II - ISHA TOTA RE ETF | $30.0M | 0.2% | +5% | — |
| 97 | LINDE PLC | $29.4M | 0.2% | +3% | — | |
| 98 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $29.2M | 0.2% | +2% | — |
| 99 | ASML HOLDING NV | $28.7M | 0.2% | -3% | — | |
| 100 | VERIZON COMMUNICATIONS INC | $28.2M | 0.2% | +3% | 65.8 | |
| 101 | — | VANGUARD WORLD FD - FINANCIALS ETF | $27.9M | 0.2% | -0% | — |
| 102 | CITIGROUP INC | $27.7M | 0.2% | +5% | 65 | |
| 103 | — | PACER FDS TR - US CASH COWS 100 | $27.4M | 0.2% | -10% | — |
| 104 | Chubb Ltd | $26.8M | 0.2% | +24% | — | |
| 105 | — | LEGG MASON ETF INVT - FRANKLIN INTL LW | $26.5M | 0.2% | +12% | — |
| 106 | GOLDMAN SACHS GROUP INC | $26.3M | 0.2% | +2% | 73.5 | |
| 107 | — | VANGUARD STAR FDS - VG TL INTL STK F | $26.1M | 0.2% | -22% | — |
| 108 | ALTRIA GROUP, INC. | $25.9M | 0.2% | +4% | 67.4 | |
| 109 | TRUIST FINANCIAL CORP | $25.8M | 0.2% | -3% | 76.4 | |
| 110 | S&P Global Inc. | $25.3M | 0.2% | +1% | 76.1 | |
| 111 | — | ISHARES TR - RUS MDCP VAL ETF | $25.1M | 0.2% | -0% | — |
| 112 | SHERWIN WILLIAMS CO | $24.9M | 0.2% | +3% | 61.3 | |
| 113 | Mastercard Inc | $24.6M | 0.2% | -6% | 85.1 | |
| 114 | BlackRock, Inc. | $24.4M | 0.2% | +2% | 70 | |
| 115 | GENUINE PARTS CO | $23.6M | 0.2% | -8% | 52.7 | |
| 116 | — | SPDR SERIES TRUST - ST SHOR CORP ETF | $23.4M | 0.2% | +17% | — |
| 117 | — | ISHARES TR - S&P SML 600 GWT | $22.9M | 0.2% | +1% | — |
| 118 | ABBOTT LABORATORIES | $22.7M | 0.1% | -1% | 65.5 | |
| 119 | — | ISHARES TR - 10-20 YR TRS ETF | $22.3M | 0.1% | +11% | — |
| 120 | CME GROUP INC. | $22.3M | 0.1% | -11% | 69.5 | |
| 121 | Snap-on Inc | $20.7M | 0.1% | -4% | 63 | |
| 122 | — | ISHARES TR - RUS 2000 VAL ETF | $20.4M | 0.1% | -0% | — |
| 123 | — | JOHN HANCOCK EXCHANGE TRADED - MULTIFACTR SML | $20.4M | 0.1% | -1% | — |
| 124 | AMERICAN ELECTRIC POWER CO INC | $20.3M | 0.1% | +3% | 66.8 | |
| 125 | KLA CORP | $20.0M | 0.1% | +780% | 78.6 | |
| 126 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $20.0M | 0.1% | -6% | — | |
| 127 | Shell plc | $19.9M | 0.1% | -1% | — | |
| 128 | AT&T INC. | $19.8M | 0.1% | +3% | 65.7 | |
| 129 | NEXTERA ENERGY INC | $19.6M | 0.1% | +0% | 64.6 | |
| 130 | — | VANGUARD INDEX FDS - MCAP GR IDXVIP | $19.5M | 0.1% | +1% | — |
| 131 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | $19.3M | 0.1% | +12% | — |
| 132 | CANADIAN IMPERIAL BANK OF COMMERCE /CAN/ | $19.0M | 0.1% | -2% | 76.4 | |
| 133 | THERMO FISHER SCIENTIFIC INC. | $19.0M | 0.1% | -28% | 65.1 | |
| 134 | BANK OF MONTREAL /CAN/ | $18.9M | 0.1% | +1% | 76 | |
| 135 | DEERE & CO | $18.6M | 0.1% | -1% | 55.4 | |
| 136 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | $18.4M | 0.1% | +3% | — |
| 137 | INTEL CORP | $18.4M | 0.1% | +19% | 45.6 | |
| 138 | TRAVELERS COMPANIES, INC. | $18.2M | 0.1% | -2% | 75.9 | |
| 139 | — | JOHN HANCOCK EXCHANGE TRADED - MULTIFACTOR MI | $18.1M | 0.1% | -0% | — |
| 140 | CUMMINS INC | $17.9M | 0.1% | +1% | 58.1 | |
| 141 | GENERAC HOLDINGS INC. | $17.9M | 0.1% | +6% | 54.4 | |
| 142 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | $17.8M | 0.1% | +23% | — |
| 143 | BRISTOL MYERS SQUIBB CO | $17.2M | 0.1% | +1% | 70.4 | |
| 144 | AMPHENOL CORP /DE/ | $16.8M | 0.1% | +6% | 79.3 | |
| 145 | PFIZER INC | $16.8M | 0.1% | +18% | 62 | |
| 146 | ANALOG DEVICES INC | $16.7M | 0.1% | +2% | 79.2 | |
| 147 | Bank of New York Mellon Corp | $16.7M | 0.1% | +4% | 74.1 | |
| 148 | SCHWAB CHARLES CORP | $16.7M | 0.1% | -3% | 79.4 | |
| 149 | ENBRIDGE INC | $16.6M | 0.1% | -1% | 66.7 | |
| 150 | EMERSON ELECTRIC CO | $16.4M | 0.1% | +2% | 65.3 |
New Positions (81)
Exited Positions (31)
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