SEC 13F Intelligence

Managers / Q1 2024 · view latest →

PINNACLE FINANCIAL PARTNERS INC

CIK 0001115055 · 21 PLATFORM WAY SOUTH, NASHVILLE, TN, 37203 · 6157443700

Reported Value
$4.6B
Q1 2024
Positions
1,073
Filings on Record
28
2019–present window
Filed
Apr 30, 2024
original filing

Summary

Pinnacle Financial Partners Inc reported $4.6B in U.S.-listed holdings across 1,073 positions for Q1 2024.

Its largest position, MSFT, represents 2.3% of the portfolio.

Compared with Q4 2023, the fund opened 31 new positions and exited 27.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $1.1BQ4 ’18Q1 ’19: $1.2BQ2 ’19: $1.3BQ3 ’19: $1.4BQ4 ’19: $1.6BQ4 ’19Q1 ’20: $1.4BQ2 ’20: $1.8BQ3 ’20: $1.8BQ4 ’20: $2.0BQ4 ’20Q1 ’21: $2.2BQ2 ’21: $2.5BQ3 ’21: $2.8BQ4 ’21: $3.2BQ4 ’21Q1 ’22: $3.2BQ2 ’22: $2.8BQ3 ’22: $2.8BQ4 ’22: $3.47TQ4 ’22Q1 ’23: $3.7BQ2 ’23: $4.0BQ3 ’23: $3.9BQ4 ’23: $4.2BQ4 ’23Q1 ’24: $4.6BQ2 ’24: $4.7BQ3 ’24: $5.0BQ4 ’24: $4.9BQ4 ’24Q1 ’25: $5.0BQ3 ’25: $4.2Bfilingsflow.com

Portfolio Composition

By security type
Common Stock: 67.4%ETP: 28.0%Other: 3.3%REIT: 0.8%ADR: 0.5%Other: 0.1%
  • Common Stock · 67.4% · $3.1B
  • ETP · 28.0% · $1.3B
  • Other · 3.3% · $154M
  • REIT · 0.8% · $37M
  • ADR · 0.5% · $21M
  • Other · 0.1% · $3M

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2024

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Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q3 2025$4.2B787Oct 28, 202513F-HRchanges · EDGAR ↗
Q1 2025$5.0B1,072Apr 28, 202513F-HRchanges · EDGAR ↗
Q4 2024$4.9B1,064Feb 3, 202513F-HRchanges · EDGAR ↗
Q3 2024$5.0B1,061Nov 5, 202413F-HRchanges · EDGAR ↗
Q2 2024$4.7B1,077Aug 6, 202413F-HRchanges · EDGAR ↗
Q1 2024$4.6B1,073Apr 30, 202413F-HRchanges · EDGAR ↗
Q4 2023$4.2B1,041Jan 22, 202413F-HRchanges · EDGAR ↗
Q3 2023$3.9B1,012Nov 3, 202313F-HRchanges · EDGAR ↗
Q2 2023$4.0B1,058Aug 7, 202313F-HRchanges · EDGAR ↗
Q1 2023$3.7B1,074Apr 26, 202313F-HRchanges · EDGAR ↗
Q4 2022$3.47T1,049Feb 3, 202313F-HRchanges · EDGAR ↗
Q3 2022$2.8B1,058Oct 31, 202213F-HRchanges · EDGAR ↗
Q2 2022$2.8B927Jul 29, 202213F-HRchanges · EDGAR ↗
Q1 2022$3.2B957May 2, 202213F-HRchanges · EDGAR ↗
Q4 2021$3.2B994Feb 1, 202213F-HRchanges · EDGAR ↗
Q3 2021$2.8B988Oct 26, 202113F-HRchanges · EDGAR ↗
Q2 2021$2.5B967Jul 21, 202113F-HRchanges · EDGAR ↗
Q1 2021$2.2B903Apr 19, 202113F-HRchanges · EDGAR ↗
Q4 2020$2.0B956Jan 13, 202113F-HRchanges · EDGAR ↗
Q3 2020$1.8B934Oct 27, 202013F-HRchanges · EDGAR ↗
Q2 2020$1.8B903Jul 28, 202013F-HRchanges · EDGAR ↗
Q1 2020$1.4B921Apr 16, 202013F-HRchanges · EDGAR ↗
Q4 2019$1.6B993Feb 6, 202013F-HRchanges · EDGAR ↗
Q3 2019$1.4B789Oct 25, 201913F-HRchanges · EDGAR ↗
Q2 2019$1.3B797Aug 13, 201913F-HRchanges · EDGAR ↗
Q1 2019$1.2B885May 2, 201913F-HRchanges · EDGAR ↗
Q4 2018$1.1B703Feb 4, 201913F-HRchanges · EDGAR ↗

Other Included Managers

This filing reports holdings on behalf of 2 additional managers.

  • Pinnacle Bank
  • Pinnacle Wealth Advisors028-19017

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.