Pinnacle Associates LTD Portfolio Holdings

Pinnacle Associates LTD

  • $6.59 Billion
  • Q2 2025

Pinnacle Associates LTD has filed its 13F form on August 04, 2025 for Q2 2025 where it was disclosed a total value porftolio of $6.59 Billion distributed in 850 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Johnson & Johnson with a value of $306M, Apple Inc. with a value of $264M, Microsoft Corp with a value of $219M, Nvidia Corp with a value of $154M, and Broadcom Inc. with a value of $131M.

Examining the 13F form we can see an increase of $36.5M in the current position value, from $6.56B to 6.59B.

Below you can find more details about Pinnacle Associates LTD portfolio as well as his latest detailed transactions.

Portfolio value $6.59 Billion
ETFs: $1.56 Billion
Technology: $1.51 Billion
Financial Services: $745 Million
Healthcare: $682 Million
Industrials: $583 Million
Communication Services: $455 Million
Consumer Cyclical: $452 Million
Energy: $233 Million
Other: $376 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$452B
$306 Million 4.65% of portfolio
2,005,126
Q2 2025 Reduced 52.12%
$3.69T
$264 Million 4.01% of portfolio
1,288,720
Q2 2025 Reduced 4.29%
$3.95T
$219 Million 3.32% of portfolio
439,635
Q2 2025 Reduced 1.83%
$456B
$154 Million 2.34% of portfolio
975,116
Q2 2025 Added 7.08%
$127B
$131 Million 1.99% of portfolio
476,640
Q2 2025 Reduced 5.23%
$859B
$127 Million 1.92% of portfolio
437,680
Q2 2025 Reduced 1.21%
$0
$123 Million 1.87% of portfolio
199,425
Q2 2025 Reduced 2.0%
$2.26T
$116 Million 1.76% of portfolio
529,713
Q2 2025 Reduced 0.55%
$1.78T
$116 Million 1.76% of portfolio
157,289
Q2 2025 Added 0.69%
$0
$109 Million 1.65% of portfolio
357,860
Q2 2025 Added 52.46%
$0
$105 Million 1.59% of portfolio
441,387
Q2 2025 Reduced 1.6%
$0
$104 Million 1.58% of portfolio
189,035
Q2 2025 Added 0.29%
$0
$85.3 Million 1.29% of portfolio
137,423
Q2 2025 Added 2.13%
$0
$77.7 Million 1.18% of portfolio
425,220
Q2 2025 Added 1.35%
$0
$70.5 Million 1.07% of portfolio
528,524
Q2 2025 Added 1.91%
$551B
$65.1 Million 0.99% of portfolio
183,241
Q2 2025 Reduced 0.31%
$0
$63.8 Million 0.97% of portfolio
949,121
Q2 2025 Added 5.38%
$1.21T
$63.1 Million 0.96% of portfolio
357,907
Q2 2025 Reduced 7.53%
$1.24T
$62.9 Million 0.95% of portfolio
354,478
Q2 2025 Reduced 10.24%
$79.9B
$57.4 Million 0.87% of portfolio
183,275
Q2 2025 Reduced 21.67%
$405B
$57.3 Million 0.87% of portfolio
156,212
Q2 2025 Added 0.43%
$621B
$53.2 Million 0.81% of portfolio
109,604
Q2 2025 Reduced 1.17%
$227B
$52.7 Million 0.8% of portfolio
165,149
Q2 2025 Reduced 1.64%
$684B
$51.8 Million 0.79% of portfolio
237,079
Q2 2025 Reduced 0.02%
$293B
$49.8 Million 0.76% of portfolio
718,110
Q2 2025 Reduced 1.13%
$281B
$48 Million 0.73% of portfolio
490,939
Q2 2025 Added 35.31%
$139B
$47.5 Million 0.72% of portfolio
385,505
Q2 2025 Added 0.78%
$4.36B
$44.2 Million 0.67% of portfolio
1,073,966
Q2 2025 Reduced 22.11%
$381B
$43.6 Million 0.66% of portfolio
921,816
Q2 2025 Reduced 1.94%
$218B
$43.7 Million 0.66% of portfolio
112,662
Q2 2025 Added 0.37%
$608B
$42.2 Million 0.64% of portfolio
54,182
Q2 2025 Added 1.49%
$210B
$41.4 Million 0.63% of portfolio
140,538
Q2 2025 Reduced 8.82%
$25.8B
$40.7 Million 0.62% of portfolio
314,381
Q2 2025 Reduced 17.82%
$145B
$40 Million 0.61% of portfolio
112,179
Q2 2025 Reduced 2.98%
$0
$39.9 Million 0.61% of portfolio
60,200
Q2 2025 Reduced 5.37%
$0
$40.5 Million 0.61% of portfolio
1,527,743
Q2 2025 Reduced 2.59%
$0
$38.9 Million 0.59% of portfolio
683,775
Q2 2025 Added 0.77%
$26.1B
$37.4 Million 0.57% of portfolio
18,702
Q2 2025 Reduced 1.03%
$439B
$36.5 Million 0.55% of portfolio
36,826
Q2 2025 Reduced 1.1%
$59.7B
$36.2 Million 0.55% of portfolio
68,926
Q2 2025 Reduced 14.92%
$368B
$35.7 Million 0.54% of portfolio
224,072
Q2 2025 Reduced 1.81%
$203B
$35.1 Million 0.53% of portfolio
442,824
Q2 2025 Reduced 0.12%
$229B
$34.2 Million 0.52% of portfolio
234,550
Q2 2025 Reduced 1.33%
$0
$33.5 Million 0.51% of portfolio
59,147
Q2 2025 Reduced 5.74%
$5.69B
$32.1 Million 0.49% of portfolio
244,177
Q2 2025 Reduced 20.75%
$351B
$31.3 Million 0.47% of portfolio
168,560
Q2 2025 Added 28.41%
$123B
$31 Million 0.47% of portfolio
207,442
Q2 2025 Added 3.7%
$185B
$29 Million 0.44% of portfolio
340,145
Q2 2025 Reduced 1.46%
$0
$28.7 Million 0.44% of portfolio
158,120
Q2 2025 Added 0.53%

Summary

  • Portfolio
  • No. of Stocks 850
  • Current Value $6.59 Billion
  • Prior Value $6.56 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 04, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 43 stocks
  • Additional Purchases 272 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 467 stocks
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