SEC Filing Summary: Form 13F Information Table
Business Context and Reporting Period
Company: HANCOCK WHITNEY CORP
Filing Type: Form 13F Information Table (Schedule of Holdings)
Reporting Period: The filing metadata indicates a date of March 31, 2026. However, the content provided is a standard Form 13F table listing equity holdings. Form 13F filings are typically submitted quarterly (within 45 days of quarter-end) by institutional investment managers. This document details the specific securities held by the reporting manager as of the period end.
Key Financial Metrics and Holdings
This filing does not contain the company's own financial performance metrics (revenue, profit, cash flow, debt, or liquidity). Instead, it discloses the investment portfolio managed by the reporting entity. Key portfolio characteristics include:
- Asset Class: Primarily U.S. and International Equity securities (Common Stock, ADRs) and Exchange Traded Funds (ETFs).
- Top Holdings by Value (Selected):
- Apple Inc.: 226,472,475 shares (Sole: 210,405,223; Discretionary: 16,067,252)
- Microsoft Corp: 180,003,572 shares (Sole: 168,900,214; Discretionary: 11,103,358)
- Alphabet Inc. (Class A & C): Combined holdings exceed 178 million shares.
- Amazon.com Inc: 123,534,490 shares (Sole: 115,821,185; Discretionary: 7,713,305)
- NVIDIA Corp: 168,976,062 shares (Sole: 162,701,255; Discretionary: 6,274,807)
- ETF Exposure: Significant holdings in iShares (BlackRock) and Vanguard ETFs covering S&P 500, Total Stock Market, International Developed, Emerging Markets, and various bond sectors.
- Self-Holding: The manager holds 62,611,620 shares of Hancock Whitney Corp (Sole: 62,319,112; Discretionary: 292,508).
Material Changes
Not Applicable: This document is a snapshot of holdings at a specific point in time. It does not provide comparative data against the prior quarter to calculate material changes in position size or value. The filing lists "Sole" and "Discretionary" voting authority but does not explicitly state net purchases or sales for the period.
Guidance, Outlook, and Risks
Not Applicable: Form 13F filings are regulatory disclosures of holdings and do not contain management commentary, forward-looking guidance, risk factors, or contingency plans regarding the reporting company's operations or the future performance of the portfolio.
Investor Verification Checklist
- Portfolio Concentration: Verify the concentration risk in the top 10 holdings (e.g., Apple, Microsoft, Alphabet, Amazon, NVIDIA), which represent a significant portion of the disclosed equity value.
- Self-Ownership: Confirm the size of the position in Hancock Whitney Corp itself relative to the total portfolio to assess insider alignment.
- ETF vs. Active: Analyze the ratio of passive ETF holdings (iShares, Vanguard) versus active individual stock picks to understand the investment strategy.
- Voting Authority: Note the split between "Sole" and "Discretionary" voting authority, which indicates the level of control the manager has over the securities.
- Reporting Date Accuracy: Cross-reference the "2026 Mar 31" date in the metadata with the actual filing date to ensure the data reflects the most recent quarter-end.