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CIK: 0001115055
Total reported value
$4.2B
$4.2B
517 檔
24.7%
In Q4 2024, Pinnacle Financial Partners Inc's U.S. equity holdings reached a combined market value of $4.2B, distributed across 517 disclosed stock positions.
During Q4 2024, Pinnacle Financial Partners Inc's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 517 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 4.87% | -0.64% | +0.29% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.58% | +0.29% | -2.31% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.96% | -0.15% | +6.05% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.89% | -0.66% | -0.28% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.57% | -1.13% | -0.68% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.85% | -0.56% | -0.91% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.85% | -0.50% | +0.03% | |
| 8 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.63% | -0.34% | -3.50% | |
| 9 | V | Visa Inc-class A Shares | Stock-Financials | 2.60% | -0.71% | +0.55% | |
| 10 | HCA | Hca Healthcare Inc | Stock-Healthcare | 1.87% | -0.56% | -0.00% | |
| 11 | PNW | Pinnacle West Capital Corporation | Stock-Utilities | 1.64% | -0.06% | -10.78% | |
| 12 | XOM | Exxon Mobil CORP | Stock-Energy | 1.64% | -0.11% | -1.47% | |
| 13 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.43% | -0.02% | -0.26% | |
| 14 | VUG | Vanguard Growth ETF | ETF-Other | 1.36% | +0.48% | +7.70% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 1.22% | +0.49% | +0.72% | |
| 16 | UNP | Union Pacific CORP | Stock-Industrials | 1.19% | -0.26% | -0.09% | |
| 17 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.13% | +0.31% | -2.46% | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.05% | -0.19% | +0.86% | |
| 19 | AXP | American Express Co | Stock-Financials | 0.99% | — | -0.23% | |
| 20 | CRM | Salesforce Inc | Stock-Tech | 0.98% | -0.22% | +0.45% | |
| 21 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.91% | -0.25% | +16.97% | |
| 22 | HD | Home Depot Inc | Stock-Consumer Disc | 0.85% | — | +0.84% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.73% | — | -1.51% | |
| 24 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.72% | — | — | |
| 25 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.71% | -0.05% | +5.40% | |
| 26 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.67% | — | +13.16% | |
| 27 | EMR | Emerson Electric Co | Stock-Industrials | 0.66% | -0.35% | +0.03% | |
| 28 | NOW | Servicenow Inc | Stock-Tech | 0.63% | — | +0.18% | |
| 29 | ABBV | Abbvie Inc | Stock-Healthcare | 0.63% | +0.33% | -0.95% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.62% | -0.06% | -8.02% | |
| 31 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.62% | — | -0.09% | |
| 32 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.61% | — | -5.14% | |
| 33 | QCOM | Qualcomm Inc | Stock-Tech | 0.60% | -0.39% | -0.58% | |
| 34 | HON | Honeywell International Inc | Stock-Industrials | 0.60% | -0.28% | +0.19% | |
| 35 | CVX | Chevron CORP | Stock-Energy | 0.60% | — | -0.96% | |
| 36 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.59% | — | -0.24% | |
| 37 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.58% | -0.29% | +3.09% | |
| 38 | ADP | Automatic Data Processing | Stock-Tech | 0.56% | — | -6.03% | |
| 39 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.55% | — | -1.89% | |
| 40 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.53% | — | -14.13% | |
| 41 | ETN | Eaton Corporation plc | Stock-Industrials | 0.53% | — | -5.48% | |
| 42 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.53% | -0.15% | +4.25% | |
| 43 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.51% | — | +3.46% | |
| 44 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.49% | +0.35% | -0.91% | |
| 45 | GLD | Spdr Gold Shares | ETF-Commodities | 0.49% | +0.20% | +1.03% | |
| 46 | CPRT | Copart Inc | Stock-Industrials | 0.49% | — | -0.05% | |
| 47 | SPGI | S&p Global Inc | Stock-Financials | 0.49% | -0.04% | +1.14% | |
| 48 | VSDA | Victoryshares Dividend Accel | ETF-Other | 0.48% | — | +2.34% | |
| 49 | CME | Cme Group Inc | Stock-Financials | 0.48% | — | +0.92% | |
| 50 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.47% | — | -19.17% |
According to official SEC Form 13F filings, Pinnacle Financial Partners Inc reported a total U.S. public equity portfolio value of $4.2B across 517 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, SPY) accounted for 24.7% of total reported equity market value during Q4 2024.
During Q4 2024, Pinnacle Financial Partners Inc's top holdings by market value included MSFT (4.9%)、AAPL (4.6%)、SPY (4.0%). The largest single position, MSFT, represented 4.9% of total portfolio value.
In Q4 2024, Pinnacle Financial Partners Inc made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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