Pinnacle Financial Partners, Inc.
SEC Form 13F institutional filer · CIK 0002082866
13F-HR · 394 reported holdings · 2026-03-31
Financial services firm.
Reported long-US-equity value
$10.36B
Top-10 concentration
48.7%
Pinnacle Financial Partners, Inc. — $10.4B AUM allocation strategy
Pinnacle Financial Partners, Inc. files SEC Form 13F and reports $10.4B of long US equity value across 394 reported holdings for 2026-03-31.
Its largest sector bet is Financials 11.9%, followed by Information Technology 8.4% and Consumer Staples 5.6%.
The top 10 holdings account for 49% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Pinnacle Financial Partners, Inc. — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$10.4B
total across 394 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
49% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$HBAN +230K sh · +$3.55M+$IVV +210K sh · −$109M+$IVZ +206K sh · −$69.4M
Exited to nil (held last quarter, gone now)
$CPAY ($8.15M last qtr)$TYL ($4.44M last qtr)$BG ($802K last qtr)$LUV ($672K last qtr)$WDAY ($631K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Soft Drinks & Non-alcoholic Beverages5.6%—
- Transaction & Payment Processing Services4.6%—
- Technology Hardware, Storage & Peripherals3.6%—
- Asset Management & Custody Banks3.3%—
- Systems Software2.6%—
- Pharmaceuticals2.3%—
- Semiconductors2.3%—
- Electric Utilities1.8%—
- Other holdings74.0%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
6 of 6 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $KO | Coca-Cola Company | 7.62M | $580M | -195K | 5.6% |
| $GPN | Global Payments Inc | 7.08M | $477M | -492K | 4.6% |
| $AAPL | Apple Inc | 1.45M | $368M | -11.3K | 3.5% |
| $MSFT | Microsoft Corporation | 720K | $267M | +2.93K | 2.6% |
| $NVDA | NVIDIA Corporation | 1.36M | $237M | -17.4K | 2.3% |
| $BLK | BlackRock Inc | 2.42M | $197M | +100K | 1.9% |
…and 388 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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