Pinnacle Associates LTD Portfolio Holdings

Pinnacle Associates LTD

  • $7.15 Billion
  • Q3 2025

Pinnacle Associates LTD has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $7.15 Billion distributed in 868 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $319M, Johnson & Johnson with a value of $308M, Microsoft Corp with a value of $223M, Nvidia Corp with a value of $178M, and Broadcom Inc. with a value of $154M.

Examining the 13F form we can see an increase of $560M in the current position value, from $6.59B to 7.15B.

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

Portfolio value $7.15 Billion
ETFs: $1.68 Billion
Technology: $1.68 Billion
Financial Services: $793 Million
Healthcare: $737 Million
Industrials: $651 Million
Communication Services: $496 Million
Consumer Cyclical: $476 Million
Energy: $256 Million
Other: $382 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.38T
$319 Million 4.46% of portfolio
1,253,616
Q3 2025 Reduced 2.72%
$512B
$308 Million 4.3% of portfolio
1,659,970
Q3 2025 Reduced 17.21%
$3.8T
$223 Million 3.11% of portfolio
429,680
Q3 2025 Reduced 2.26%
$474B
$178 Million 2.49% of portfolio
952,998
Q3 2025 Reduced 2.27%
$139B
$154 Million 2.15% of portfolio
466,332
Q3 2025 Reduced 2.16%
$891B
$136 Million 1.9% of portfolio
429,700
Q3 2025 Reduced 1.82%
$0
$133 Million 1.85% of portfolio
198,984
Q3 2025 Reduced 0.22%
$0
$118 Million 1.65% of portfolio
359,510
Q3 2025 Added 0.46%
$0
$117 Million 1.63% of portfolio
194,344
Q3 2025 Added 2.81%
$2.39T
$116 Million 1.62% of portfolio
528,355
Q3 2025 Reduced 0.26%
$1.37T
$115 Million 1.61% of portfolio
157,181
Q3 2025 Reduced 0.07%
$0
$115 Million 1.61% of portfolio
451,808
Q3 2025 Added 2.36%
$0
$93.4 Million 1.31% of portfolio
139,479
Q3 2025 Added 1.5%
$1.65T
$86.3 Million 1.21% of portfolio
355,128
Q3 2025 Reduced 0.78%
$1.69T
$85.2 Million 1.19% of portfolio
349,916
Q3 2025 Reduced 1.29%
$0
$83.3 Million 1.16% of portfolio
428,191
Q3 2025 Added 0.7%
$278B
$72.1 Million 1.01% of portfolio
453,796
Q3 2025 Added 0.16%
$0
$70.9 Million 0.99% of portfolio
993,120
Q3 2025 Added 4.64%
$601B
$66.2 Million 0.93% of portfolio
235,393
Q3 2025 Reduced 0.71%
$371B
$64.6 Million 0.9% of portfolio
159,339
Q3 2025 Added 2.0%
$540B
$62.4 Million 0.87% of portfolio
182,782
Q3 2025 Reduced 0.25%
$268B
$58.8 Million 0.82% of portfolio
351,352
Q3 2025 Reduced 8.86%
$64.5B
$55.2 Million 0.77% of portfolio
170,725
Q3 2025 Reduced 6.85%
$647B
$54.5 Million 0.76% of portfolio
108,438
Q3 2025 Reduced 1.06%
$267B
$54.6 Million 0.76% of portfolio
164,500
Q3 2025 Reduced 0.39%
$292B
$53.9 Million 0.75% of portfolio
112,996
Q3 2025 Added 0.3%
$278B
$50.3 Million 0.7% of portfolio
488,068
Q3 2025 Reduced 0.58%
$320B
$48.8 Million 0.68% of portfolio
712,597
Q3 2025 Reduced 0.77%
$974B
$48.5 Million 0.68% of portfolio
63,627
Q3 2025 Added 17.43%
$74.3B
$47.3 Million 0.66% of portfolio
84,191
Q3 2025 Added 22.15%
$422B
$46.4 Million 0.65% of portfolio
899,808
Q3 2025 Reduced 2.39%
$25.7B
$44.1 Million 0.62% of portfolio
299,029
Q3 2025 Reduced 4.88%
$140B
$44 Million 0.62% of portfolio
117,561
Q3 2025 Added 4.8%
$0
$43 Million 0.6% of portfolio
57,596
Q3 2025 Reduced 4.33%
$4.09B
$41.8 Million 0.58% of portfolio
1,034,336
Q3 2025 Reduced 3.69%
$274B
$39.7 Million 0.56% of portfolio
140,788
Q3 2025 Added 0.18%
$0
$40.3 Million 0.56% of portfolio
1,475,986
Q3 2025 Reduced 3.39%
$0
$39.7 Million 0.55% of portfolio
694,836
Q3 2025 Added 1.62%
$411B
$39.7 Million 0.55% of portfolio
171,419
Q3 2025 Added 1.7%
$258B
$39 Million 0.54% of portfolio
232,834
Q3 2025 Reduced 0.73%
$235B
$37.2 Million 0.52% of portfolio
443,116
Q3 2025 Added 0.07%
$27.9B
$35.2 Million 0.49% of portfolio
18,407
Q3 2025 Reduced 1.58%
$100B
$35 Million 0.49% of portfolio
204,803
Q3 2025 Reduced 1.27%
$0
$34.8 Million 0.49% of portfolio
58,366
Q3 2025 Reduced 1.32%
$194B
$34.1 Million 0.48% of portfolio
336,357
Q3 2025 Reduced 1.11%
$350B
$34.3 Million 0.48% of portfolio
223,170
Q3 2025 Reduced 0.4%
$409B
$33.9 Million 0.47% of portfolio
36,580
Q3 2025 Reduced 0.67%
$10.2B
$31.5 Million 0.44% of portfolio
481,751
Q3 2025 Reduced 2.59%
$15.8B
$31.5 Million 0.44% of portfolio
193,445
Q3 2025 Reduced 22.4%

Summary

  • Portfolio
  • No. of Stocks 868
  • Current Value $7.15 Billion
  • Prior Value $6.59 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 42 stocks
  • Additional Purchases 249 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 468 stocks
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